Junior Personal Tax Assistant Apprentice

At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns – it’s about helping people feel confident in their decisions and supported in their future. We don’t just manage money, we guide people through life’s big moments, helping them stay on track and focus on what matters most.

We’re proud to be one of the UK’s leading wealth managers, with over £109bn* in assets under management and 20+ offices across the UK and Channel Islands. We’re a FTSE 250 company with national reach and a local feel – and we’re growing.
*As of June 2025

Role Title: Junior Personal Tax Assistant Apprentice

Division: Trust

Location: Liverpool

Contract: 24 month fixed term contract

About the role

Kick‑start your career as a Junior Personal Tax Assistant Apprentice at Rathbones, joining our Personal Tax Team. You’ll support individuals with their personal tax compliance while gaining valuable exposure to personal tax advisory work, helping clients stay compliant and pay the right amount of tax, on time.

As you learn on the job, you’ll work towards your Level 4 ATT tax qualification, building practical experience, professional confidence strong connections from day one.

 What you’ll be doing

• Learn how personal tax works by helping to prepare and submit tax returns.
• Gain exposure to personal tax advisory work and help to build client relationships.
• Support managers to meet deadlines and deliver a great service to clients.
• Assist managers with work in progress management, billing and risk management.
• Study towards your Level 4 ATT tax qualification while gaining hands‑on experience. 
• Be part of a supportive team, helping clients to understand personal tax and stay compliant.

What we’re looking for

We’re looking for someone with a genuine interest in building a career in personal tax, who is keen to learn and develop. You don’t need prior experience — we’ll support your learning every step of the way.

• A confident communicator, both written and verbal, who can explain ideas clearly.
• Positive, resilient, and open to learning from feedback with a growth mindset.
• Curious and eager to build new skills and knowledge.
• Enjoys working with detail but also interested in understanding the bigger picture.
• A team player with good people skills who enjoys working collaboratively.
• Comfortable using IT and learning new systems.
• Committed to studying towards professional qualifications as part of the apprenticeship.
• Aligned with Rathbones’ values.
• Willing to learn about and follow regulatory requirements relevant to the role.

Entry requirements

• Five GCSEs with grades 9 to 4 (A* to C), including English and Maths, or equivalent.
• A genuine commitment to ongoing study as part of the apprenticeship.

What you’ll gain

• The chance to build a long‑term professional career with a respected business that makes a real difference to its clients.
• Level 4 ATT tax qualification, as well as developing complementary skills and behaviours to succeed in your career.
• Allow you to gain a strong understanding of personal taxation.
• Build confidence, technical knowledge, and practical experience that set you up for future progression.

What the apprenticeship will look like for you

You’ll combine practical, on‑the‑job learning with structured study through our provider BPP, including:

• Time allocated for study alongside your role
• Tutor support and learning resources
• Regular progress reviews to support your development
• Live online learning with flexible on‑demand content
• 24/7 access to learning materials and extra help
• Support to build key skills and prepare for your End Point Assessment

Our offer to you

We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong.

We offer a comprehensive remuneration package, which we review regularly, and benefits include:

• A company pension - 9% non-contributory or 10% if you contribute 5%
• Private medical insurance – Individual on joining, family after 1 year’s service
• Life assurance  - 8 x salary
• Income protection – 75 % salary
• Company share scheme
• Discretionary bonus
• Flexible holidays – purchase up to 5 additional days
• Green Car Scheme
• Family friendly policies – enhanced family leave for parents & carers
• Study support – study days and funding for courses and qualifications
• Season travel ticket loans
• Volunteering days
• Gym discounts
• Other voluntary benefits you can choose to suit you 

Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community. These include:

• Sports & Social Committees, such as cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more.
• Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Menopause Matters@Rathbones’ and Armed Forces. 
• The NextGen IM Network, which brings together a community of trainees from across the UK, who are all at the early stages of their careers and offers development opportunities, exposure across the business as well as peer support and connection.

Life at Rathbones

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.

We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values.

We’re a Level 2 Disability Confident Employer under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online.

If you feel there are any reasonable adjustments that would make the process easier for you and help you to perform at your best whether that is due to disability, neurodiversity or other protected characteristic, just let us know by emailing us at recruit@rathbones.com

Mission

We believe in playing the long game. That means building consistent results, earning trust and doing the right thing — for our clients, our colleagues and the communities we’re part of.

Our values shape how we work:
- We aim high
- We get it done
- We show we care
- We do the right thing

These aren’t just words on a wall. They guide how we treat each other, how we make decisions and how we build relationships that last.

We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don’t miss out.