Private Client Tax School Leaver Apprentice, September 2027 | HaysMac

About the role 

In Private Client, you’ll work closely with a variety of taxpayers, such as entrepreneurs, high-net-worth individuals, and family businesses to manage and plan their personal tax affairs. It’s about building relationships, understanding people’s goals, and helping them make smart decisions for their future; think real trust, strategy, and long-term impact.

As part of the team, you will study the ATT and CTA qualification, developing specialist tax knowledge while gaining hands-on experience from day one.

You’ll apply what you learn to real client situations, helping our clients navigate complex tax rules and regulations, building trust-based relationships, and provide valuable advice that supports their personal and business goals. At the end of your 4 year training contract, you will have developed into a trusted tax advisor, making a difference to your clients.

Main Duties and Responsibilities 

Responsibilities below are generalised and are no way exhaustive:

• Assisting with the calculation of tax liabilities, including income tax, capital gains tax and inheritance/estate tax
• Supporting the preparation of tax authority submissions (HMRC) and responding to routine queries
• Prepare basic tax returns – individuals, partnerships and trusts using our chosen AI solutions.
• Prepare financial accounts for sole traders, barristers and trusts.
• Proactively chase clients and third parties for information to complete returns/accounts Conduct research into technical tax issues and summarise findings clearly
• Work with partners and managers supporting in client meetings and on the preparation and delivery of advisory reports and presentations.
• Work collaboratively with colleagues across the team (and other departments), learning from others and contributing to a supportive and inclusive team environment.

From the outset, you will focus on building trusted relationships with your clients, developing strong communication skills and a client-centric mindset. You will learn to understand each client’s individual circumstances, putting yourself in their position, and supporting them in navigating the complexities of personal tax.

Training & Development

We’re committed to supporting your growth from day one. You will:

• Study towards the ATT and CTA qualifications will full study support
• Receive structured technical and professional skills training
• Be assigned a dedicated line manager and buddy
• Learn through hands on experience and on the job learning.

Work Based Competencies

• Attention to detail and have good numerical and grammar skills
• A strong academic background is essential including GCSE’s and A-Levels.
• Competent using word, excel and Microsoft outlook
• A good technical base for their appropriate level of qualification.

Behavioural Competencies

• The person will be self motivated with a flexible approach
• Team player
• Ability to work to deadlines
• Ability to multitask
• Good communication skills essential, being able to communicate with all levels externally and internally and respond to client needs
• Show a willingness to learn

Academic Requirements 

• 120 UCAS points predicted or obtained from your top 3 A-Levels or equivalent
• B at Maths GCSE

Everyone is welcome to apply for our roles, and we are determined to ensure that no applicant or employee receives less favourable treatment because of gender, race, disability, sexual orientation, religion, belief, age, marital status, background, pregnancy, or caring responsibilities.

We also recognise the importance of diversity of thought within our teams and are fully committed to embracing the talents of people with autism, dyslexia, ADHD, and other forms of neurocognitive variation.

We will always seek to make appropriate adjustments to recruitment, workplaces, and work processes to be fully inclusive to people with different needs and working styles.

If you need us to make any reasonable adjustments for you from application onwards, please email [email protected]