Key Takeaways
- Undertake an Apprenticeship in Private Client Tax, studying towards ATT Level 5 and CTA Level 7 qualifications.
- Gain practical experience preparing tax returns, researching legislation, and supporting tax planning for individuals, families, trusts, and international clients.
- The apprenticeship is 4 years long, with a start date of 2027-09-02 and a closing date of 2027-01-11.
- Work 37.5 hours per week, with flexible working options including hybrid working.
About the Role
You will work with a varied portfolio of private clients, including individuals, families, trusts and international clients. Your work will include preparing tax returns, researching tax legislation, supporting tax compliance and helping develop tailored tax planning advice. As your experience grows, you may also gain exposure to areas such as inheritance tax, trusts, estates, succession planning and cross-border tax matters.
Training
You’ll train through a combination of structured study, practical experience and support from experienced colleagues. You’ll learn by working on real client matters while studying towards the ATT Level 5 and CTA Level 7 qualifications. MHA will provide full study support, including tuition, exam fees, study materials and dedicated study leave, alongside regular mentoring and on-the-job guidance.
What happens at the end
Successful completion of the apprenticeship can lead to a long-term career in Private Client Tax at MHA. As your technical knowledge, qualifications and client experience grow, you can progress into more senior tax roles, take on greater responsibility for client relationships and complex advisory work, and continue developing towards management and specialist opportunities.
Skills
- Communication skills
- Attention to detail
- Administrative skills
- Analytical skills
- Creative
- Initiative
Key details
- Working week: Monday to Friday, 9.00am - 5.00pm.
- Flexible working: Core hours of 10.00am - 2.00pm, with flexibility to start earlier or finish later. Work from home up to two days a week.
- Hours: 37.5 hours per week
- Duration: 4 Years
- Start date: 2027-09-02
- Closing date: 2027-01-11
- Apprenticeship standard: Accountancy or taxation professional (level 7)
- Training provider: KAPLAN FINANCIAL LIMITED