Tax Assistant Apprentice Alexander & Co LLP

Alexander & Co are looking for an ambitious apprentice to join their team and study towards the level 3 and 4 AAT qualifications. Gain an industry recognised qualification and get your foot in the door at a chartered accountants! You will be fully trained and supported.

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Closing date: 30 Sep 2023

Apprenticeship summary

  • Annual wage

    £15,000.00

  • Working week

    9am – 5:15pm (this can be flexed to suit candidate) Not required to WFH but can choose to do so 1 day per week once capable of working alone.

    Total hours per week: 36.25

  • Expected duration

    18 Months

  • Possible start date

    01 Oct 2023

  • Date posted

    07 Mar 2023

  • Apprenticeship level

    Advanced
    Level 3 (A level)

  • Reference number

    VAC1000137046

  • Positions

    2 available

What will the apprentice be doing?

The role will initially be the preparation of tax returns and similar; Administration associated with this; later leading to tax research and support on tax advisory work. All work will be supervised.

Typical job duties would be:

  • Tax Returns – Preparation and submission of self assessment tax returns – correspond with clients to gather relevant data and prepare the tax return forms. Calculate the appropriate amount of tax payable and report this to client with explanatory notes. Answer queries where required. Submit returns to HMRC following approval from the client.
  • P11Ds – Preparation and submission of company forms P11D
  • Tax Codes – Review client tax codes – Check tax codes based on latest information on file and correspond with HMRC to correct any codes when needed. Check revised codes have been operated against clients payslip when available.
  • Self Assessment statements – Review statements to ensure taxes charged match expected liabilities and issue payment reminders ahead of payment deadlines.
  • Capital Gains Tax – Prepare calculations of capital gains tax on disposal of assets to include items such as company shares & property. Prepare CGT returns for disposal of residential property and correspond with the client to ensure returns are filed promptly.
  • Data analysis – Review and document historical data into modern format to assist with client matters where required. This could be for ongoing compliance or historical corrections.
  • Disclosures to HMRC – Prepare historical calculations for under declared tax and complete online disclosure process. Calculate late payment interest charges on any tax owed and self assessment penalties for non-compliance where necessary.
  • Billing and debtors – Prepare and issue invoices to client following the successful completion of work. Follow up instances where clients haven’t settled their fees within an acceptable time frame.
  • Client meetings – Attend (and eventually host) client meetings to build relationships and maintain rapport to ensure clients’ needs are met.
  • Research – Carrying out effective research and providing thoughtful feedback to senior management on circumstances of a case.

What training will the apprentice take and what qualification will the apprentice get at the end?

Alongside your duties you will also study towards the level 3 Assistant Accountant, and the level 4 Professional Accounting apprenticeship qualifications. The company strives to develop the team and to give all members of staff the opportunity to fulfil their own personal goals through a fully supported but challenged environment.

Level 3 Assistant Accountant Apprenticeship Standard, which include:

  • Level 2 AAT qualification (if required)
  • Level 3 AAT qualification
  • Functional skills in English, maths, and ICT (if applicable)
  • End-Point Assessment (EPA)
  • Employee Rights and Responsibilities (ERR)
  • Personal Learning and Thinking Skills (PLTS)
  • Progression to level 4 AAT

What is the expected career progression after this apprenticeship?

The position could lead to a permanent role and further study support for the right candidate.

Requirements and prospects

Desired skills and personal qualities

Communication skills, Attention to detail, Administrative skills, Number skills, Analytical skills

Qualifications

GCSE or equivalent English (Grade C/5) Essential
GCSE or equivalent Maths (Grade C/5) Essential

About the employer

Alexander & Co are a chartered accountants based in the city centre of Manchester. Established in 1976, their mission is to provide strategic business advice to build up their confidence, and to assist their business, whether large or small, to grow. They have a specific focus on entrepreneurs and their businesses. With a varied and wide ranging client base, they provide advice and compliance services to all matters, from initial business start up, right through to exit planning and everything in between. Alexander & Co have developed a specialist tax department which provides the highest levels of quality and service to wealthy individuals, owner managed businesses, property investors and much more. Winner of ‘Best Tax Advisory firm 2020’ – Accountancy Age Resilience Awards.

Employer

Alexander & Co LLP

Address

Centurion House

129 Deansgate

Manchester

M3 3WR

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Training

Training provider

THE APPRENTICE ACADEMY LIMITED

Contact

Maria Grimsley

recruitment@theapprenticeacademy.co.uk

0161 200 1673

Apprenticeship standard

Assistant accountant

Level 3 (A level)

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