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- Tasks: Prepare personal tax returns and assist with client queries from day one.
- Company: Join Shepherd Private Clients, a unique firm with a focus on wealthy individuals and families.
- Benefits: Receive full training for ICAEW qualification and enjoy flexible working arrangements.
- Other info: Dynamic team environment with opportunities for professional growth and development.
- Why this job: Gain hands-on experience while working with high-profile clients and expert professionals.
- Qualifications: GCSEs in English and Maths, 120 UCAS points, and a 2:1 degree required.
The predicted salary is between 25000 - 30000 £ per year.
If you're looking to join an organisation that will nurture and help you to thrive in your professional career then join Shepherd Private Clients. A unique opportunity to join a growing firm of whom all trained with the big 4 Accountancy firms and have a vast wealth of experience. Private Clients are at the heart of everything we do and we are re-defining the approach in this space.
Our breadth of services for our clients ranges from annual tax compliance right through to more complex tax planning, such as shareholder exit planning, Inheritance Tax/Wealth Succession, business and investment structuring, international clients (domicile/residence), family office and charities/trusts. We act for a number of leading entrepreneurs and household names predominantly in the Northwest, but also across the UK.
What will you be doing? Our tax team provides advice to a wide range of individuals, including ultra-high net worth individuals, families, entrepreneurs as well as owner-managed businesses. We provide practical advice with our clients' best interests always at the forefront of what we do. Working closely with our senior tax professionals, you'll feel yourself improving day by day as they teach you the intricacies of their trade. One moment you could be helping with a transaction as an entrepreneur sells their business: the next, looking at wealth succession.
As our trainee your responsibilities will include:
- Preparation of personal tax returns including drafting client communication.
- Assisting with research assignments and drafting technical documentation.
- Supporting senior members of staff on more complex client queries.
- Involvement in client meetings and calls from day one.
We believe that hands-on experience is key to creating well-rounded trusted business advisers - this means you'll be doing real work from the start. Working as a team and delivering to clients is the most important part of what we enjoy doing. Full training support for ICAEW Chartered Accountant qualification will be provided. We also offer flexible working.
Requirements:
- Committed and motivated to studying towards the ICAEW Chartered Accountant qualification.
- GCSE English Language and Maths (or equivalent) at a minimum of grade 5.
- 120 UCAS points (or equivalent) in your top three A levels (excluding General Studies).
- Must have or be on course for at least a 2:1 honours degree in any discipline.
Company: Shepherd Private Clients was created in 2018. Our practice is unique – we focus purely on wealthy individuals, families, entrepreneurs and their related businesses, investment structures, trusts and charities. We act for a number of well-known families in the North West, helping them with their plans for the long-term. We have advised many of these clients for well over 20 years. The team have all worked in “Big 4” accountancy firms for the majority of their careers, and they have gained a huge amount of experience, not just in relation to private clients and tax, but in the wider commercial world. Having worked with amazing clients, colleagues and leadership over this time, it has created deep-rooted professionalism which is now being taken forward under the banner of Shepherd Private Clients Limited.
Find Us Telephone 0161 519 0600 Location Suite 3, Oakwater House, 4 Oakwater Avenue Cheadle Royal Business Park Cheadle Stockport SK8 3SR United Kingdom
Private Client Tax Trainee employer: Shepherd Private Clients
Contact Detail:
Shepherd Private Clients Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Trainee
✨Tip Number 1
Network like a pro! Reach out to current employees at Shepherd Private Clients on LinkedIn or through mutual connections. A friendly chat can give you insider info and might just get your foot in the door.
✨Tip Number 2
Prepare for those interviews! Research common questions for tax trainees and practice your answers. We want you to show off your knowledge about private client tax and how you can contribute to the team.
✨Tip Number 3
Show your passion for learning! During interviews, highlight your commitment to studying for the ICAEW qualification. Let them know you're eager to grow and develop alongside their experienced team.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining Shepherd Private Clients and ready to dive into the world of private client tax.
We think you need these skills to ace Private Client Tax Trainee
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Private Client Tax Trainee role. Highlight any relevant coursework or projects that showcase your understanding of tax compliance and planning.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for tax and how you can contribute to our team. Mention why you're excited about working with high-net-worth clients and what you hope to learn from us.
Showcase Your Academic Achievements: Since we’re looking for candidates with strong academic backgrounds, be sure to include your GCSEs and A-levels clearly. If you’ve got a 2:1 or higher in your degree, flaunt it! It shows your commitment to excellence.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Shepherd Private Clients
✨Know Your Tax Basics
Brush up on your knowledge of personal tax returns and the intricacies of tax planning. Familiarise yourself with common terms and concepts that are relevant to private clients, as this will show your genuine interest in the role and help you engage in meaningful discussions during the interview.
✨Showcase Your Communication Skills
Since you'll be drafting client communications and assisting in client meetings, it's crucial to demonstrate your ability to communicate clearly and effectively. Practice articulating your thoughts on complex topics in a simple manner, as this is key in the world of tax advisory.
✨Research Shepherd Private Clients
Take the time to understand the firm's unique approach and the types of clients they serve. Knowing about their focus on ultra-high net worth individuals and the breadth of services they offer will allow you to tailor your answers and show that you're aligned with their values and mission.
✨Prepare Questions for Your Interviewers
Think of insightful questions to ask your interviewers about their experiences at Shepherd Private Clients and the training process for the ICAEW qualification. This not only shows your enthusiasm for the role but also helps you gauge if the firm is the right fit for you.