At a Glance
- Tasks: Assist in preparing tax returns and learn core UK tax legislation.
- Company: Join Affinia, the UK's largest purpose-led accountancy firm.
- Benefits: Full study support, holiday purchase scheme, and extensive learning opportunities.
- Other info: Inclusive workplace committed to equality and professional development.
- Why this job: Gain hands-on experience while studying for a professional qualification.
- Qualifications: GCSEs in Maths and English; A-levels or degree advantageous but not essential.
The predicted salary is between 25000 - 30000 £ per year.
Location: On site / Southend-on-Sea, UK
Job type: Permanent / Full-time
Sector and subsector: Tax & Practice | General Practice
Salary: Negotiable salary
Role based in Leigh on Sea, Essex. Affinia is the UK’s largest purpose‑led, purpose‑built Accountancy firm, focused on building stronger, more valuable relationships. With over 1,000 colleagues across the East, South East, London and the Midlands, we are dedicated to supporting our clients, colleagues and communities. We advise businesses, public sector organisations, charities and individuals throughout the UK and internationally across six Service Lines - Accountancy & Advisory, Tax and Planning, Audit & Assurance, Corporate Finance, Payroll and Corporate Recovery.
Our team also offer in‑depth sector expertise across a number of sectors, ensuring our clients receive the best short to medium and long‑term advice, tailored to them. We are committed to delivering excellence in every aspect of our work, adapting to the evolving technology and regulatory landscape while consistently exceeding client expectations. Our people are our most valuable asset. We are therefore committed to supporting our colleagues throughout their professional development, providing guidance and training at whatever stage of their career they join us.
Purpose of the role
As a Tax Trainee you will form part of a growing, successful team preparing and delivering high‑quality services to clients. You will work with a broad range of clients, ranging from individuals to businesses covering several sectors. You will be helping taxpayers stay compliant with their relevant reporting obligations, assist them in managing their tax positions and mitigate their tax exposure. You’ll likely be studying for your ATT or CTA qualification / membership, which we will support you with. We operate a hybrid working model, however, as a trainee it’s important to be with your peers and managers as much as possible to maximise your learning and experience. As such you will likely work from a combination of your local office(s) and client premises, plus time at college as required. We provide both technical/hard and ‘soft’ skills training through platforms such as Tolley’s, Mercia, Croner‑i and LinkedIn Learning. You'll gain hands‑on client experience, so in your first year especially we’ll equip you with training on essential skills like making a positive first impression, mastering effective time management techniques, and enhancing your communication skills – all of which you’ll be able to put into practice. Fully funded professional qualification for this role: Association of Taxation Technicians (ATT) / Chartered Tax Adviser (CTA).
Key Tasks and Accountabilities
- The focus in your first year will be learning from others and via professional study.
- You will be working as part of a team and able to observe and experience best practice in action.
- You will be given tasks and responsibilities that match your level of ability and understanding, including, but not limited to:
- Assist with the preparation of Tax Returns and computations.
- Develop an understanding of core UK tax legislation and its application.
- Maintain accurate and timely records of client interactions.
- Attend team meetings and contribute to discussions on tax matters.
- Participate in training and development activities to enhance tax knowledge.
- Always adhere to company policies and procedures.
- Support with other administrative tasks as required.
Professional Skills / Qualifications
- A degree is not essential but may be advantageous (e.g. in Accounting, Tax, Finance, Business, Data Science) as you will have the opportunity to study and gain a professionally recognised qualification.
- A‑levels (or equivalent) in Maths and/or English may be advantageous but are not essential.
- A minimum of 5 GCSEs (Level 5 and above), which must include Maths and English Language.
- Have clear written and spoken communication skills.
- IT‑literate with experience of Microsoft Office products.
- Enjoy collaborating with people.
- Enjoy learning both formally and “on the job.”
Core Benefits
- Full study support
- Holiday purchase scheme up to 3 days per year
- Employee Referral Bonus
- Employee Assistance Programme
- Extensive Learning & Development Opportunities
- Dress for your Diary Policy.
Please note that this job profile is not an exhaustive list of duties but merely an outline of the key components of the role. You may be required by your line manager to take on additional responsibilities when requested.
Equal Employment Opportunity
Affinia is committed to being an Equal Opportunity Employer. Our policy is unequivocal: we do not tolerate discrimination based on age, disability, sex, race, religion, or belief, gender reassignment, marriage or civil partnership, pregnancy or maternity, or sexual orientation. We pride ourselves on being an inclusive organisation that actively promotes equality of opportunity for all, valuing the right mix of talent, skills, and potential. We welcome applications from a diverse range of candidates, and selection for roles is based solely on individual merit.
Tax Trainee employer: Hollybank Trustees Ltd
Hollybank Trustees Ltd is an exceptional employer, offering a dynamic work environment in Rough Hills, England, where collaboration and client-focused strategies thrive. With a flexible hybrid working model, a comprehensive benefits package including an enhanced pension scheme, and ample opportunities for professional development, employees are empowered to grow their careers while making a meaningful impact in the investment advisory sector.
StudySmarter Expert Advice🤫
We think this is how you could land Tax Trainee
✨Get Involved in Relevant Forums
Engage with tax advisory forums and communities, like TPR (Tax Policy Response) or local tax professionals' groups. This will not only help you to stay updated on the latest in tax law but can also connect you with professionals who might just be looking for a fresh trainee like you!
✨Leverage University Resources
Most universities have fantastic career services, especially for trainee roles in consulting. Attend career fairs and workshops they host, and make the most of any industry connections they offer. Don't forget to reach out to your professors—they often have valuable contacts in the tax advisory space.
✨Ace Those Informational Interviews
Set up casual chats with tax advisors or consultants working in the industry. This is your chance to ask them what they love about their work and the skills required. It shows you're genuinely interested and can often lead to insider tips or even direct referrals to roles like the one at Hollybank Trustees Ltd.
✨Look for Workshops and Training Events
Keep an eye on tax advisory workshops and training events—these are gold mines for networking and skill-building. Participating in these can help you get noticed and potentially put you ahead of the competition when applying for trainee roles at places like Hollybank Trustees Ltd.
We think you need these skills to ace Tax Trainee
Some tips for your application 🫡
Show Off Your Academic Achievements:In the tax advisory and consulting field, we love to see solid academic performance. Share your grades, relevant coursework, and any certifications you might have, like a tax qualification or accounting modules. These details help demonstrate that you’ve got the theoretical knowledge to back up your ambitions!
Highlight Relevant Experience:Even if you’re just starting out, any internships, part-time jobs, or volunteer work related to finance or tax can set you apart. Make sure to include any practical experience you've gained, as it shows us you're already familiar with the field and how it operates!
Express Your Interest and Motivation:When writing your cover letter, be sure to convey why you’re excited about this trainee position at Hollybank Trustees Ltd. Share what drives you towards tax advisory and consulting. It’s all about showing us your passion and your potential to grow within this role!
Polish Up Your CV Format:In tax advisory, clarity and organisation are key! Make your CV easy to read with a clear structure and headings. We recommend having a skills section that highlights analytical skills and attention to detail. This is super important in our field, as we frequently deal with complex information that needs precision!
How to prepare for a job interview at Hollybank Trustees Ltd
✨Understand the Tax Landscape
Dive deep into the current tax regulations and trends that your potential clients might be facing. Knowing the intricacies of tax law, recent changes, or upcoming reforms will show Hollybank Trustees Ltd that you're passionate and informed, which is crucial for a trainee in tax advisory.
✨Show Off Your Analytical Skills
Be ready to tackle some case study scenarios or hypothetical tax issues during the interview. Practising how to break down complex financial information and present clear solutions will help us demonstrate our analytical abilities, which is key in tax advisory consulting.
✨Emphasise Your Eagerness to Learn
As a trainee, the company is mainly interested in your potential rather than your experience. Highlight instances when you’ve quickly adapted to new information or processes in past academic or work settings - this will help illustrate your motivation and ability to grow in the role at Hollybank Trustees Ltd.
✨Be Prepared for Compliance Questions
Expect questions about tax compliance and different tax strategies. Having an understanding of how these can impact businesses will demonstrate your commitment to the field and readiness to contribute positively at Hollybank Trustees Ltd as you kick off your career.