Vacancy – AUTUMN 2022 Private Client and Trusts Tax Trainee (Graduate/School leaver)
Rowleys is an independent accountancy firm working across the East Midlands, with our office based in Leicester, near Junction 21 of the M1. We are a forward thinking firm who are continually investing in our people and their development. We are looking for like-minded individuals to join our team and be a part of our future growth.
We are looking to recruit a graduate/school leaver in our Tax department who wants to learn and develop in to a qualified tax advisor/accountant. Our trainees are supported with their studies, using a highly respected training provider and we support people with time off for study through a block release programme. We genuinely understand the balance that is needed for trainees who need to learn on the job but also have the space to get through their professional studies successfully.
This trainee role offered is an opportunity to become part of Rowleys expanding Private Client and Trust Team. Work within the department includes Inheritance Tax, Income Tax, Capital Gains Tax and various advisory projects. You will develop an understanding of the areas of Probate, Trusts and Private client work, through exposure to a wide variety of clients such as high net worth individuals, directors/owners of our business clients and some overseas based individuals.
This is a specialist area, covering both compliance work in preparing annual tax returns and trust accounts, but also assisting with Probate applications where no two cases are the same. You will work closely with, and support the teams Manager and Partner.
Throughout the training contract you will learn the bedrock of accounting and tax preparation. You will see the direct benefit of the work you do when working with clients as individuals, you will get the opportunity to build strong relationships with our clients.
We operate a hybrid working model, so as a trainee you will split your time between working from home, visiting the office, visiting clients when required or studying for your professional exams.
We are looking for candidates with a strong desire to learn and progress, and we give increasing responsibility when an individual is ready, rather than at pre-determined times through a fixed matrix. As an independent firm based in one location it means we can be flexible in our approach.
Our broad expectation of roles and responsibilities during the five year training contract is set out below.
We expect Graduates/School Leavers in this role will study for the ATT qualification for two years before moving on to the STEP qualification.
The main responsibilities of this role over the training contract will include:
- Personal tax preparation for a range of clients, including high net worth individuals.
- Preparation of Trust accounts and tax returns.
- Attendance in client meetings to discuss their tax affairs.
- Involvement in probate work, ensuring the process is robust and dealt with in an effective and efficient manner, often liaising with the family of the deceased.
- Training on personal tax and the complexities around Trusts and Probate work.
- Working closely with other team members and on occasion on your own, with support where required.
- Experience of clients meetings and telephone calls, giving you the ability to learn how to communicate effectively to get the work done.
- Delivering an excellent level of customer service, managing and exceeding client expectations, responding to all ad-hoc queries in a timely manner.
- Studying for their professional qualifications.
In order to develop in to a successful advisor there are also many other personal traits that are important. At this stage in your career these are the key areas we will be exploring through our assessment process. Our key values of our business are:
We put DECENCY at the forefront of everything we do and this is demonstrated by our key values:
We have INTEGRITY we work to definitive ethical standards, free from bias, dishonesty and injustice.
We have PASSION we commit to doing our jobs to the best of our ability and we enjoy what we do.
We are OPEN we share new ideas, we work with honesty and are positive about change.
We are EMPOWERING we encourage and enable our people to act independently and fulfil their potential.
We are RELIABLE we do what we say, when we say we will and can be trusted for our accuracy.
We are CARING we support each other and play a responsible role in our local community.
We are CHALLENGING we question the way things are done and encourage innovation.
We are FAIR we treat everyone equally and deliver a consistent messages.
Rowleys has spent a significant amount of time over the years listening to our employees and trying to give an overall package that sets us out from other firms.
Our ultimate priority is to employ personable individuals with a passion for excellent service, whilst ensuring work life balance and wellbeing is embedded in our culture.
As we focus more on the personal skills of individuals at this stage in their careers we do not have any academic entry criteria for this programme. We would encourage any School Leaver to apply who is just about to or has recently completed their A-Levels and feels they have the drive, can make a difference at Rowleys and have the ability to get through the professional exams.
Find out what it is like to work at Rowleys (https://www.rowleys.biz/working-at-rowleys/)
How to apply and what to expect:
If you wish to apply for a position please email our practice manager who leads our recruitment process, Natalie Adcock (email@example.com) and ask for an application form. We will then ask you to complete this as soon as possible and submit back to us. We do not expect you to prepare a separate CV as all of your details will be included in the application form.