Entry Level
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School Leaver Personal Tax Trainee (ATT/CTA) - Bournemouth - September

Saffery
Competitive
Bournemouth

Expected closing date: Sunday, 29 November 2026

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TL;DR

Key Takeaways

  • Start a career in Personal Tax, studying towards ATT/CTA qualification.
  • Bournemouth location.
  • Applications close Sunday 29 November 2026.
  • Requires minimum 120 UCAS points and grade 6 in GCSE Maths and English.

About the Role

Our training contract takes three years and three months to complete with full support and access to first-class tuition centres. You’ll follow a structured development programme combining professional study with on-the-job learning. As your knowledge and confidence develop, you’ll take on more complex work, contribute to projects and build your expertise as a trusted advisor.

Our bespoke School Leaver Programme, developed with Kaplan, includes a six-week business simulation designed to build key professional skills such as teamwork, decision-making and leadership. Kaplan has successfully delivered this programme for several years and it has consistently received excellent feedback from participants.

If you’re AAT Level 4 qualified, you will be eligible for exemptions, otherwise we ask for all trainees to complete the full ATT/CTA syllabus. We believe that studying alongside a cohort gives you the best chance of exam success.

Your Role and Development

Your growth doesn't just come from exams. It comes from valuable work experience and real-world learning.

The team delivers exceptional quality compliance and advisory services to a wide range of high net worth private clients, these include those with UK and offshore interests, property owners, business owners, partnerships and trusts.

What you’ll do

  • Assist with tax returns, computations and other compliance filings for a range of clients.
  • Work with financial and client data to support reporting, analysis and submissions.
  • Use specialist software and systems to deliver high-quality tax work.
  • Carry out technical research and support client projects, queries and advisory work.
  • Prepare reports, calculations and documentation for review by senior colleagues.
  • Build relationships with clients and colleagues while gaining exposure to a variety of industries and sectors.
  • Contribute to delivering accurate, practical solutions that help clients meet their tax obligations and achieve their goals.
  • Work on specialist personal tax planning projects.

What you’ll learn

  • Core tax principles, legislation and regulatory requirements.
  • How tax rules apply to different clients and business situations.
  • How to analyse financial information and prepare tax returns, calculations and technical documentation.
  • The role tax plays in compliance, advisory work and business decision-making.
  • How to communicate technical information effectively.
  • The practical application of your professional qualification studies in a real-world environment.

We’ll support you every step of the way through mentorship, structured training, and our off-site trainee programmes as well as regular social events to build friendships with colleagues.

What you'll need

  • A minimum of 120 UCAS points from your top 3 A Levels or Highers (or equivalent), excluding General Studies and AS Levels,
  • A minimum of 6 (or B) in GCSE or National 5 Maths and English Language (or equivalent).

We welcome applications from candidates who are AAT qualified. If you have completed AAT studies (up to Level 4) in place of A Levels or Highers, please detail this under the A Level, Scottish Highers (or equivalent) qualifications section on your application form.

If you have over 12 months relevant experience within a training contract at another firm, we recommend exploring part-qualified opportunities on our Experienced Hire vacancy page .

What we’ll offer you

We believe that supporting our people leads to success, so we provide both core and flexible benefits tailored to your needs:

Financial support & flexibility

  • Competitive salary
  • Profit-sharing scheme (approx. £1,000 per year)
  • Generous annual leave & flexible work arrangements
  • Contributory pension plan (5% salary match)

Work life balance & wellbeing

  • Buddy scheme and/or line manager support
  • Agile working policy (up to three days working from home, however in your first few months we do encourage up to 4 days in the office to reap the benefits of training around your managers and colleagues)
  • Health assessments, GP access, & cancer screenings
  • Access to mental health & wellbeing resources

Personal development and belonging

  • Mentorship & career progression opportunities
  • Participation in our Equality, Diversity & Inclusion (ED&I) programme
  • Volunteer to join one of our People networks, including Accessibility, Cultural Heritage, Faith, LGBTQ+, Social Mobility and Gender Equality