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Private Client Tax Apprentice (ATT/CTA)
Milton Keynes, Maidenhead, Peterborough, Preston
Posted 1 day ago
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Join MHA as a Private Client Tax Associate apprentice
Supporting individuals, families, and trusts with their tax affairs. You’ll gain hands-on experience across tax compliance and planning while studying towards the ATT Level 5 and CTA Level 7 professional qualifications.
Wage
- Competitive
- Competitive wage offered
- Minimum wage rates (opens in new tab)
Your pay will progress throughout the apprenticeship, so you won’t need to wait until the end of the programme for a salary increase. Pay increments are awarded along the way to reflect your growing experience, skills, and progress through professional exams.
Training course
- Accountancy or taxation professional (level 7)
Hours
- Monday to Friday, 9.00am - 5.00pm. Our flexible working policy gives you greater choice over how you structure your day. With core hours of 10.00am - 2.00pm, you can start earlier or finish later to suit your needs, alongside working from home up to two days a week.
- 37 hours 30 minutes a week
Start date
- Thursday 2 September 2027
Duration
- 4 years
Positions available
- 5
Work
Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.
What you'll do at work
- You’ll work with a varied portfolio of private clients, including individuals, families, trusts, and international clients. Your work will include preparing tax returns, researching tax legislation, supporting tax compliance, and helping develop tailored tax planning advice. As your experience grows, you may also gain exposure to areas such as inheritance tax, trusts, estates, succession planning, and cross-border tax matters.
Where you'll work
- You can select which locations you want to apply for in your application on Find an apprenticeship.
- This apprenticeship is available in these locations:
- The Pinnacle, 150 Midsummer Boulevard, Milton Keynes, Buckinghamshire, MK9 1LZ
- 4 Foundation Park, Roxborough Way, Maidenhead, SL6 3UD
- The Forum, Minerva Business Park, Lynch Wood, Peterborough, PE2 6FT
- Richard House, 9 Winckley Square, Preston, PR1 3HP
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Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider
- KAPLAN FINANCIAL LIMITED
Training course
- Accountancy or taxation professional (level 7)
Understanding apprenticeship levels (opens in new tab)
What you'll learn
Course contents
- Build trusted and sustainable relationships with individuals and organisations. Consistently support individuals and collaborate to achieve results as part of a team.
- Influence the impact of business decisions on relevant and affected communities based on an appreciation of different organisations and the environments in which they operate.
- Communicate in a clear, articulate, and appropriate manner. Adapt communications to suit different situations, individuals, or teams.
- Identify ethical dilemmas, understand the implications, and behave appropriately. Understand their legal responsibilities, both within the letter and the spirit of the law, as well as be aware of the procedures for reporting concerns over potentially unethical activities.
- Take ownership of allocated projects and effectively manage their own time and the time of others. Demonstrate good project management skills to deliver high-quality work within the appropriate timeline. Act as a role model and motivate others to deliver results.
- Evaluate information quickly and draw accurate conclusions. Assess a problem from multiple angles to ensure all relevant issues are considered. Gather the appropriate facts and evidence to make decisions effectively.
Training schedule
- You’ll train through a combination of structured study, practical experience, and support from experienced colleagues. You’ll learn by working on real client matters while studying towards the ATT Level 5 and CTA Level 7 qualifications. MHA will provide full study support, including tuition, exam fees, study materials, and dedicated study leave, alongside regular mentoring and on-the-job guidance.
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Requirements
- Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.
Skills
- Communication skills
- Attention to detail
- Administrative skills
- Analytical skills
- Creative
- Initiative
About this employer
- MHA is a leading UK accountancy and business advisory firm, ranked 11th among the UK’s top accountancy firms in 2026. As a member of Baker Tilly International, we combine strong local relationships with access to a global network. Our people-first culture focuses on learning, development, and giving colleagues the support and opportunities to build rewarding long-term careers.
https://www.mha.co.uk/careers/early-careers (opens in new tab)
After this apprenticeship
- Your earnings can increase over time with an apprenticeship. Find out about potential future pay (opens in new tab).
- Successful completion of the apprenticeship can lead to a long-term career in Private Client Tax at MHA. As your technical knowledge, qualifications, and client experience grow, you can progress into more senior tax roles, take on greater responsibility for client relationships and complex advisory work, and continue developing towards management and specialist opportunities.
Ask a question
- The contact for this apprenticeship is: KAPLAN FINANCIAL LIMITED
- The reference code for this apprenticeship is VAC2000054171.
Apply now
- Closes on Monday 11 January 2027
- After signing in, you’ll apply for this apprenticeship on the company's website.
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Skills
communication
attend to detail
think analytically
develop creative ideas
show initiative
maintain trusts
international business
value-added tax law
tax legislation
inform on fiscal duties
advise on tax planning
inspect tax returns
prepare tax returns forms
calculate tax
research taxation procedures
interpret financial statements
prepare financial statements
manage personal finances
observe confidentiality
sign income tax returns