What will the apprentice be doing?
This job description is not intended to be exhaustive, and the post holder is also required to undertake any other duties as may reasonably be required.
To support our busy and growing tax department with tax compliance work to include:
- Preparation of personal tax returns for a range of partnerships, directors of OMBs, Sole Traders, BTL landlords and HNW individuals
- Maintaining good client relationships by taking calls from clients and assisting with their adhoc queries
- Checking tax computations, statements of accounts and tax repayments and dealing with HM Revenue and Customs enquiries
- Providing adhoc support to the partners and senior managers in the team as required
- Update and maintain records both computerised and paper based to a high level of accuracy
- To work collaboratively with colleagues to ensure the organisation provides an efficient and effective service to clients
- Follow company’s policies and procedures
As part of your contract of employment completion of the Apprenticeship Training Programme forms part of your duties as well as helping your personal and professional development; the requirements to complete the programme are as follows:
- Attend and be punctual for all induction sessions
- Attend and be punctual for all lessons
- Complete all required assignments by the required timeline
- Build up your portfolio of evidence on-going during your apprenticeship programme
- Access support from your tutor/assessor as and when required
- Access support from your manager with regards to any evidence requirements or support as and when required
- Attend all work-based training/support sessions
- Skills and Personal qualities required for the job
- Excellent communication skills both oral and written
- PC literate and strong computer skills including familiarity with Microsoft Word, Excel, Outlook, and other commonly used software
- Excellent organisational skills and record keeping with the ability to manage/monitor deadlines. Excellent numeracy skills
- Ability to follow direction and also to work independently as required
- Ability to establish priorities and manage workload
- Diligent, accurate with excellent attention to detail
- Awareness of client confidentiality
- Reliable and punctual
- Be enthusiastic, highly motivated and an outgoing individual
- Must work well as part of a team
What training will the apprentice take and what qualification will the apprentice get at the end?
Accounts Finance Assistant Level 2
The Accounts/Finance Assistant is responsible for assisting the team of accountants with junior accounting duties. These can vary massively depending on the team structure and size of business.
An Accounts/Finance Assistant’s work could include basic bookkeeping activities, working with sales and purchase ledgers, running calculations to ensure that records and payments are correct, recording of cash and data entry.
You will gather work-based evidence to demonstrate the required Knowledge, Skills and Behaviours during your apprenticeship. The apprentice will evidence that they are collating and recording data on financial information and performance accurately by applying accounting standards and concepts and will evidence analysis of reconciliation, payroll, VAT return information. They will need to prepare accurate, management information and use IT packages for this.
Candidates are also required to already have achieved Maths and English GCSE Grade 4/C or above or a Key/Functional Skills Level 2 qualification – Original certificates are required as evidence.
The AAT L2 course September. The day release is TBC.
END POINT ASSESSMENT
The duration of the apprenticeship is 15 months; to allow confirmation of successful examination results/re-sits as well as completion of the required End Point Assessment.
The two End Point Assessment methods are:
- Structured interview (supported by a portfolio of evidence summary) will cover the following: Teamwork, Professionalism, Customer focus, Ethical standards, General business, understanding your organisation, Personal effectiveness, Communication, Personal development and Uses systems and processes
- In-tray test will involve the following: Accounting systems and processes, Basic accounting and Attention to detail
Both assessment methods will be conducted and graded by an independent End Point Assessment Organisation
You will be required to attend Kirklees College one day as part of your apprenticeship.
The recommended time to complete is 12-15 months to allow for confirmation of successful examination results/re-sits and End Point Assessment.
What is the expected career progression after this apprenticeship?
There is a strong possibility that you will gain a permanent position following successful employment as well as achievement of the full apprenticeship qualification.
On the job training to further develop tax knowledge and experience
Progression to Level 3 Apprenticeship and/or other training available following successful employment and achievement of the apprenticeship.
Future potential to take CIOT or ICAEW exams subject to performance.