Private Client Tax Trainee; ATT​/CTA

Position: Private Client Tax Trainee (ATT/CTA September 2026

Private Client Tax Trainee (ATT/CTA) – Bournemouth – September 2026

Saffery Bournemouth, England, United Kingdom

Key Dates To Apply

19 December 2025 – 11 January 2026

Applications continue to be accepted during this period. Candidates may then be invited to complete a psychometric test in mid‑January 2026.

About the Programme

Our training contract takes three and a half years to complete, with full support and access to first‑class tuition centres.

Your Role and Development

Your growth doesn’t come only from exams but also from valuable work experience and real‑world learning.

The Tax Services Group (TSG) is a national team operating across our nine UK offices. The team delivers exceptional quality compliance and advisory services to a wide range of high‑net‑worth private clients, including those with UK and offshore interests, property owners, business owners, partnerships and trusts.

Personal tax professionals help individuals to pay the right amount of tax to keep them compliant. Working with tax returns and reporting to authorities such as HMRC is called tax compliance.

You’ll work in a friendly and progressive team, involved in tasks such as preparing and filing tax returns, carrying out manual reconciliation of tax liabilities and liaising with clients over the phone or in person. The client base is varied, with domestic and international clients, providing an exciting and complex portfolio.

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 equivalent), excluding General Studies and AS Levels.
• A minimum of 6 (or
  
  B) in GCSE Maths and English Language (or equivalent).

We welcome AAT qualified candidates. Please include your qualification details in the academic section.

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

Benefits

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 & paid overtime or time off in lieu
• 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, though in your first few months we 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 (Accessibility, Cultural Heritage, Faith, LGBTQ+, Social Mobility and Women)

Who We Are

Saffery is a partner‑led and people‑focused firm of chartered accountants, tax and business advisers. Since 1855, we’ve built long‑term relationships with our diverse, high‑profile clients across varied and specialised sectors. As a proud member of Nexia, a worldwide network of trusted member firms, we’ve got access to local insight on a global scale.

We pride ourselves on our informal and inclusive culture, building an environment where people can be themselves and enjoy challenging, interesting, rewarding careers.

When you work with Saffery, the well‑respected accountancy firm where heritage meets ambition, you work with people who know your name. Who know you as a human being, not just a job title. Everyone belongs here. Always.

Ready to start your journey?

Explore Life At Saffery & apply today.

What To Know Before You Apply

• Before submitting your application, take some time to familiarize yourself with our recruitment process by visiting
  
  How to apply
  
  - Saffery.
• We also recommend practising psychometric tests and learning more about how to approach a face‑to‑face, competency‑based interview.
• You can apply to just one of our programmes during each recruitment season. If your application isn’t successful this time, we’d love for you to try again when applications re‑open next September for the following year.
• If you’ve experienced extenuating circumstances… please reach out to us before you submit an application - E
• If you require any reasonable adjustments, include details in the relevant section. We’re committed to assessing all applicants fairly.
• If you are selected for an in‑person interview, we will provide reimbursement for your travel expenses.
• If you’re offered a place at Saffery, we kindly recommend holding off on booking any annual leave around your expected start date.

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