Key Takeaways
- Study towards ATT and CTA qualifications while managing a portfolio of trusts.
- Prepare trust accounts, tax returns, and handle administrative matters.
- Requires a 2.1 degree and 144 UCAS points.
- Role commences September 2027.
About the Role
This graduate role in the Private Client and Trust Team will see you play a key role from day one, acting as a main point of contact for your portfolio of clients. These clients range from CEOs of multinational corporations and ultra-high-net-worth individuals to musicians, artists, and business owners from around the globe.
The specialist Trust Team focuses on advising clients on areas including whether a trust is right for them, ensuring the tax is calculated correctly and helping trustees meet their obligations.
You will collaborate and build relationships with colleagues from various teams across Buzzacott.
What You'll Be Doing
- Managing a portfolio of various trusts and supporting the team in delivering high-quality compliance and advisory services to clients.
- Preparing trust accounts, tax returns, capital gains tax computations, and other tax compliance work.
- Handling trust administrative matters such as preparing minutes, liaising with banks and investment advisers, drawing cheques, and managing resolutions.
- Corresponding with HM Revenue & Customs, including drafting letters, arranging appeals, and agreeing on liabilities.
- Attending external networking events to represent the firm.
Training & Development
You will study towards the Association of Tax Technicians (ATT) professional tax qualification before training to become a Chartered Tax Advisor (CTA). Training includes a mix of classroom-based taught courses with leading training providers, private study, and regular testing. Paid study leave is granted and full coverage of course and exam fees for your first attempts.
What We're Looking For
- 2.1 degree
- 144 UCAS Tariff points from 3 A-levels, or equivalent
- Level 7 (A grade using the old system) in GCSE Maths and English Language, or equivalent.
- MS Office Suite (Word, Excel, PowerPoint, Outlook).
- The right to work in the UK without restrictions for the duration of the training contract.
What You'll Bring
- Excellent interpersonal skills in order to interact professionally with internal and external clients.
- Able to prioritise workload and be self-sufficient; multi-tasker; problem-solving skills.
- Displays ethical judgement.
Key Dates
- This role is due to commence in September 2027.