Junior Tax Assistant

At Rathbones, our purpose is to help more people invest their money well, so they can live well.

We are one of the UK’s leading providers of wealth management, investment management, financial planning and asset management services. We work with individuals and families, charities, trustees, financial advisers and other professional partners to help them make confident decisions about money and investments.

Our advisers take the time to understand each client’s goals, values and circumstances. Together, we create a personalised approach designed to manage, preserve and grow their wealth over the long term.

Our services include discretionary investment management, financial planning, fund and asset management, tax planning, trust and company management, and specialist responsible investment services through Rathbone Greenbank Investments. We also work with financial advisers to help them deliver positive outcomes for their clients.

With roots dating back to 1742, Rathbones has been trusted for generations. Today, we manage £120.7 billion of client assets*, supported by more than 700 investment professionals across 21 offices in the UK and Channel Islands.

Rathbones Group Plc is a FTSE 250-listed company.

*Figures as at 30 June 2026.

Role Title: Junior Tax Assistant

Division: Trust

Location: Liverpool

Contract: Perm

Hiring Manager: Tax Manager

Working pattern: Hybrid

About the Role

This is a fantastic opportunity to join a successful and growing wealth management company in Liverpool in the Personal Tax Team, that provides both personal tax compliance and advisory services to individuals. 

What you’ll be responsible for

• Assist the team with the preparation and filing of tax returns.
• Exposure to personal tax advisory work and helping to build client relationships.
• Assist the managers to ensure that deadlines and client expectations are met.
• Assist managers with work in progress management, billing and risk management.
• Work to obtain your ATT tax qualification and opportunity to progress to CTA qualification.
• You will work alongside team members to help our clients to navigate the complex tax landscape and stay compliant by paying the right amount of tax on time.

About you

If you meet some of these criteria and are excited about the role, we encourage you to apply

• Excellent communicator, both written and verbal.
• Able to communicate strengths.
• Positive outlook and resilient.
• Embraces a growth mindset.
• Eager to learn new skills with a thirst for knowledge.
• Works to obtain professional qualifications.
• Good people skills and able to work well as part of a team.
• Strong IT skills.
• This role will suit someone who enjoys working with detail, but with an interest in the bigger picture, and someone who enjoys working as part of a team.
• The post holder should also be someone who adheres to the Rathbones company values which include that we: am high, do the right thing; get it done; show we care.
• Maintains an understanding of the regulatory environment appropriate to role and complies with all applicable regulatory requirements. Includes (but not restricted to) training and competence, information givers regime and CASS obligations.

Qualifications:

• 5 GCSEs at A*-C or at 4-9 (including English Language and Maths at grade B or 5).
• 120 UCAS points for top 3 grades, excluding General Studies.
• Degree.

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 Disability Confident Employer (level 2) 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, click here. If you require adjustments to apply for a role at Rathbones, please contact us via recruit@rathbones.com to let us know what adjustments you may need.

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.