Rathbones
Junior Tax Assistant
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Role Title: Junior Tax Assistant
Division: Trust
Location: Liverpool
Contract: Perm
Hiring Manager: Tax Manager
About the Role
This is a fantastic opportunity to join a successful and growing wealth management company in Liverpool in the Personal Tax Team, that provides both personal tax compliance and advisory services to individuals.
What you’ll be responsible for
- Assist the team with the preparation and filing of tax returns.
- Exposure to personal tax advisory work and helping to build client relationships.
- Assist the managers to ensure that deadlines and client expectations are met.
- Assist managers with work in progress management, billing and risk management.
- Work to obtain your ATT tax qualification and opportunity to progress to CTA qualification.
- You will work alongside team members to help our clients to navigate the complex tax landscape and stay compliant by paying the right amount of tax on time.
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About you
If you meet some of these criteria and are excited about the role, we encourage you to apply
- Excellent communicator, both written and verbal.
- Able to communicate strengths.
- Positive outlook and resilient.
- Embraces a growth mindset.
- Eager to learn new skills with a thirst for knowledge.
- Works to obtain professional qualifications.
- Good people skills and able to work well as part of a team.
- Strong IT skills.
This role will suit someone who enjoys working with detail, but with an interest in the bigger picture, and someone who enjoys working as part of a team.
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The post holder should also be someone who adheres to the Rathbones company values which include that we: am high, do the right thing; get it done; show we care.
Maintains an understanding of the regulatory environment appropriate to role and complies with all applicable regulatory requirements. Includes (but not restricted to) training and competence, information givers regime and CASS obligations.
Qualifications:
- 5 GCSEs at A*-C or at 4-9 (including English Language and Maths at grade B or 5).
- 120 UCAS points for top 3 grades, excluding General Studies.
- Degree.
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