AAT Apprenticeship intake January 2019 – Private Client Tax (Reading)

Reporting to

  • More senior members of the Tax department in respect of specific assignments
  • Compliance Manager

The team

Private Client Services aims to be viewed as a leading provider of ‘one-stop shop’ private client services

The Compliance Team supports PCS and Business Tax by dealing with compliance for certain clients

Role purpose

To deal with tax compliance for a variety of personal and business tax clients

Core responsibilities

  • Prepare and submit tax returns of various types as requested
  • Where these are corporation tax returns prepare computations at both provisional and final stages, and deferred tax calculations for inclusion in financial statements, as required
  • Obtain necessary information from clients or audit files as required
  • Calculate tax liabilities ensuring they are appropriately communicated to the client and tax payments are correct and made on time
  • Assist in dealing with HMRC correspondence including obtaining relevant information from audit files etc
  • Communicating with clients to obtain relevant information or to resolve queries, dealing with Know your Client and other compliance matters etc
  • Assist with any other aspects of the compliance function.
  • Assist with the preparation of fee proposals for review
  • Be sure all deadlines are met and ensure any difficulties are brought to the attention of a senior team of the Tax department or the Compliance Manager
  • Assist with general administrative duties
  • Develop an awareness of UK taxation and accounting matters, including accounting standards and double entry book-keeping


  • Be aware of and comply with the firm’s policies at all times
  • Record time accurately using the Practice Management System
  • Any other duties appropriate to the grade and level of responsibility of this post, for which the post holder has the necessary experience and/or training
  • Be aware of the firm’s risk management and practice assurance procedures and ensure compliance
  • Ensure continuing professional development is up to date at all times

Grade Descriptor

  • May be studying towards a professional qualification or possesses commensurate professional experience
  • Undertakes basic work on client assignments under guidance of more experienced colleagues; work is subject to regular review as part of due process
  • Manages own workload in order to complete allocated tasks to time
  • Identifies issues and solutions according to prescribed processes and procedures; escalates to supervisor or manager where an issue falls outside these parameters

Attributes, Requirements, skills

  • Study for a taxation qualification (ATT or equivalent)
  • 5 GCSE's grade 4-9 with a 5 or above (grade A*-C with a C or above on pre-2017 tariff) in English Language and Maths (or international equivalent)
  • Minimum of 104 UCAS points (260 UCAS points on pre-2017 tariff) or international equivalent, achieved within the same academic year
  • Competent using MS office
  • Basic technical and analytical skills
  • Good numeracy and literacy skills
  • Good communication skills, both verbal and written
  • Strong organisational and time management skills
  • Proven planning and prioritising skills
  • Able to work under pressure with accuracy and focus
  • Able to demonstrate problem solving skills
  • Self-motivated and able to apply relevant skills to new scenarios

It is deemed that you accept and agree the content of this job description is accurate, unless you raise a query within 30 days of receipt. The firm reserves the right to amend the content of this job description to meet the needs of the business.

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