Accounts and Tax Assistant Apprentice

Summary

Are you passionate about finance and eager to develop practical skills while earning a qualification? Look no further than the Accounts and Tax Assistant apprenticeship at Alliott Wingham. This role will work on a varied portfolio of clients including high net worth individuals, owner managed businesses, as well as corporate companies.

Wage: £15,000 a year
Minimum wage rates (opens in new tab)
Training course: Accounts or finance assistant (level 2)
Hours: Monday - Friday 08.30 - 16.30
37 hours 30 minutes a week
Possible start date: Monday 7 April
Duration: 1 year 3 months
Positions available: 2

Work

As an apprentice, you’ll work at a company and get hands-on experience. You’ll gain new skills and work alongside experienced staff.

What you’ll do at work

Alliott Wingham Chartered Accountants have been established in Fareham, Hampshire for over 75 years. We are a training firm of accountants with recognition from ACCA. As part of a team of 30 colleagues providing accountancy and business services, we are looking for a multi-skilled Accounts & Tax Apprentice to join and support our ever-growing Teams. This role will work on a varied portfolio of clients including high net worth individuals, owner managed businesses, as well as corporate companies.

The Accounts and Tax Assistant Apprentice will be responsible for the following duties:

Preparation of self-assessment personal tax returns and related tax calculations for individuals and partnerships, across a wide client base for review by a senior member of staff
Correspondence with clients, HM Revenue and Customs (HMRC) and third parties as required
Preparation and completion of income and expenditure annual accounts for our self-employed clients, for review by a senior member of staff
Support and preparation of accounts
Provide support to senior members of staff with ad hoc tax advisory projects, primarily across a variety of private client and owner managed business tax issues
Provide support in dealing with telephone calls, attendance at client meetings, including taking notes, where required
Dealing with day-to-day client and office administration

Where you’ll work

KINTYRE HOUSE

70 HIGH STREET

FAREHAM

PO16 7BB

Training

An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.

College or training organisation

PETA LIMITED

Your training course

Accounts or finance assistant (level 2)

Equal to GCSE

Course contents

Record transactional data.
Use the organisation’s standard tools and processes to examine data to identify transactional issues such as, reconciliations and inconsistencies between invoices.
Recognise and rectify routine errors, escalating as necessary.
Plan and review accounting and finance tasks.
Communicate with stakeholders to deliver accurate and timely results, avoiding jargon, using language tailored to the audience and different media methods with an appreciation of the risks and benefits to the business of social media and other digital applications.
Use finance and accounting software packages to accurately input and manage data to contribute to routine accounting tasks.
Handle data and digital technology in line with cyber and data security requirements, using data securely and safely, including backing up data.
Record transactional data.
Use the organisation’s standard tools and processes to examine data to identify transactional issues such as, reconciliations and inconsistencies between invoices.
Recognise and rectify routine errors, escalating as necessary.
Plan and review accounting and finance tasks.
Communicate with stakeholders to deliver accurate and timely results, avoiding jargon, using language tailored to the audience and different media methods with an appreciation of the risks and benefits to the business of social media and other digital applications.
Use finance and accounting software packages to accurately input and manage data to contribute to routine accounting tasks.
Handle data and digital technology in line with cyber and data security requirements, using data securely and safely, including backing up data.

Your training plan

Level 2 Finance/Accounts Assistant Apprenticeship Standard. You will complete a 15-month apprenticeship which includes 1 day per week at the PETA training centre in Cosham. You will be supported every 6-8 weeks with visits from your PETA Learning & Development Coach.

Requirements

Essential qualifications

GCSE in:

English (grade C/4)
Maths (grade C/4)

Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.

Skills

Self-motivated
Enthusiastic
Able to work independently
Able to work in a team
Able to manage own time
Able to work to deadlines
Effective communicator

About this company

Our roots can be traced back as far as 1948, which makes us one of the longest established chartered accountancy practices in southern Hampshire. While we have a strong heritage and proudly uphold the professional standards that define the best practitioners in our field, we’re not old fashioned or stuffy, far from it. Accountancy is a significant and powerful business resource, and we combine traditional skills with contemporary thinking and practice to help our clients achieve their aims.

http://www.alliottwingham.com (opens in new tab)

Company benefits

Health & wellbeing programme. Life insurance. Sick pay.

After this apprenticeship

Once you have completed the AAT qualification, there would be the opportunity to complete further studies such as completing the ACCA qualification.

Ask a question

The contact for this apprenticeship is: