Private Client Tax Trainee

Employer
Shepherd Private Clients
Location
Cheadle, Greater Manchester
Salary
25,000+ plus benefits and bonus
Closing date
17 Dec 2022

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Sector
Accounting - practice
Salary band
£20,000 - £30,000
Contract type
ICAEW Apprenticeships
Hours
Full Time
Where will they be working?
From our office
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Job Details

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 (Dealmakers 2021 short-listed), 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 on a Level 7 Apprenticeship
  • 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 101, Cheadle Royal Business Park
Highfield House
Cheadle
Stockport
SK8 3GY
United Kingdom

 

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 101, Cheadle Royal Business Park
Highfield House
Cheadle
Stockport
SK8 3GY
United Kingdom

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