Tax Trainee – Private Client (COLSTR01)

LB Group Ltd is a leading, UK Top 75 Accountancy firm. With a heritage spanning over 60 years, we have more than 300 accountancy professionals based in Stratford, Colchester, Chelmsford, Ipswich, Halstead, Harlow, Orpington, Sidcup and Sutton. We advise businesses, government and public sector organisations and individuals in the UK and internationally across seven principal practice groups: Accountancy & Advisory, Tax and Planning, Audit Services, Corporate Finance, Digital Solutions, Payroll and Financial Planning. 

We have invested continuously in technology and gained in-depth knowledge across a broad range of markets, growing through acquisitions and private investment. We offer an exceptional service to our clients, with access to our sector experts to develop the strategy that will help them reach their goals. We keep a finger on the industry pulse, so our clients receive the best short to medium and long-term advice. 

The post holder will be expected to operate in line with our workplace values “RIALTO”. Respect, Integrity, Aspire, Learn, Teamwork and Ownership. LB Group appreciates all its employees with people at the heart of what we do, to ensure we are authentic, warm and relatable to those we serve.

Purpose of the role:
Due to continued growth, LB Group is recruiting for a newly created position within the Private Client Tax department. We are looking for a dynamic and detail-orientated Trainee to come and join our Tax team in either our Colchester or Strafford office. We are looking for candidates who are looking to start their ATT (Association of Tax Technicians) qualification, have started it or have recently completed and looking to start their CTA (Chartered Tax Advisor) qualification. Whatever stage of studying, we would be interested in talking to you.

Reporting into our Private Client Tax Manager, joining us as a Private Client Tax Trainee you will be able to study for your professional qualifications whilst working as part of a team for clients such as high net worth individuals, trusts, estates and companies, to name a few.

Accountabilities:
· Supporting ongoing project workflow and delivering updates to team and clients.
· Implementing and controlling general internal processes for the Private Client Tax team.
· Assisting with the preparation of personal, trust and estate tax returns and other related forms.
· Working with a wide range of clients, including private individuals, trusts, and estates
· Management of key deadlines
· Advising clients of their liabilities
· Ad hoc project work
· Constant and effective liaison with all stakeholders including HMRC
· Building and maintaining key relationships.
· Assisting with general business support and administrative duties of the advisory teams.

Skills/Qualifications:
· Experience of working in a professional service industry is desirable, but not essential
· Excellent attention to detail and strong problem-solving skills.
· Excellent organisational and time management.  
· Effective communication and interpersonal. 
· Ability to work independently and collaboratively in a team environment.

LB Group is committed to being an Equal Opportunity Employer. Our policy is unequivocal: we do not tolerate discrimination based on age, disability, sex, race, religion, or belief, gender reassignment, marriage or civil partnership, pregnancy, or maternity, or sexual orientation. We pride ourselves on being an inclusive organisation that actively promotes equality of opportunity for all, valuing the right mix of talent, skills, and potential. We welcome applications from a diverse range of candidates, and selection for roles is based solely on individual merit.

Use the ‘Apply Now’ link for the full job specification and benefit package.