Tax - Private Client School Leaver Apprentice - Compliance - 1 September 2025 - Poole

As a Trainee Tax Adviser you will be supported on a varied development program, working across multiple specialisms in order to be able to meet the full needs of our clients. You will work within the national private client tax team and alongside colleagues in the Financial Planning and Privately Owned Business teams to give a full private client experience and ensure all our clients' tax and financial planning needs are met. You will be provided an opportunity to work with colleagues in different tax disciplines in your first two years, including tax assurance, UK and international tax advisory and trusts and estates, resulting in a broad understanding of the services we can offer our Private Clients. You'll ensure a client meets all their tax obligations by preparing and submitting tax returns and other necessary forms. You will also review clients' business structures and personal financial arrangements to deliver solutions for their financial goals and business needs. You'll get vital client facing experience of building ongoing relationships with clients and develop the ability to identify all their tax and planning goals. We are now operating a hybrid working model, so as a school leaver apprentice you will split your time between working from home, visiting the office, client sites when required or studying for your professional exams. During your first three years you will:

• Learn how to use tax software and systems to prepare income and capital gains tax computations and returns for individuals, trusts and estates.
• Develop a thorough understanding of income streams and the nature of the clients' financial affairs to complete the tax computation to the best of your ability.
• Be able to obtain relevant information from other departments and directly from clients whilst building good communication with both.
• Develop a thorough understanding of the tax legislation and the nature of the clients' personal financial circumstances, both through your work and your studies.
• Begin studying for your ATT-CTA exam pathway to become a chartered tax adviser
By the end of your fourth year you will
• Work on a variety of different advisory engagements across UK tax covering a range of technical areas
• Develop a strong technical knowledge of the UK tax legislation, specifically across personal taxes
• Understand how UK and foreign income sources are taxed, as well as the different challenges facing our private client base in terms of managing tax risk, estate/succession planning and the implications of being internationally mobile
• Work directly with our clients and begin developing relationships with those clients to deliver on repeat engagements
• Begin to manage advisory engagements, including planning, budgeting and project managing different service lines
• Develop a strong understanding of our control and risk management procedures
• Be ATT-CTA qualified and a chartered tax adviser, Our supportive culture includes coaching, mentorship, and one-on-one guidance. In addition to funding qualifications, we provide time off to study, and a blended training approach including in person and virtual learning. You will be allocated a buddy before joining who will support you to settle into the team and navigate your first year at Forvis Mazars.
You will also receive comprehensive quality training and development to excel in your professional career; this includes development in professional excellence, client excellence, digital excellence, and technical excellence. Our goal is to support you in reaching your full potential and become a standout talent. To understand more . Inclusion and diversity Being inclusive is core to our culture at Forvis Mazars; we want to ensure everyone, whether in the recruitment process or beyond, is fully supported to be their unique self and provided with a level playing field. To read more about our approach Next steps Roles will be closed as soon as we find the right people, so to avoid disappointment we encourage you to submit your application as soon as possible. If you are an international applicant and/or require a visa please before applying to be aware of deadlines and important information you need to know before applying.


• On track or have obtained A-levels, BTEC or equivalent qualifications. Strong academic performance is important; however, we understand that things don't always go to plan. Our recruitment process looks at your whole self - academic achievements as well as other experiences in which you have grown and developed. You can read about our approach to academics
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• Deep curiosity to learn new things and is naturally inquisitive;
• The ability to think critically solve problems and share knowledge with others;
• A commitment to self-development and learning;
• Strong sense of ownership of duties and high levels of responsibility to deliver on promises;
• Try their best in all they do and always looking for ways to improve;
• Enjoys meeting and engaging with new people with an underlying respect for individuals, diversity, and integrity;
• Works well under pressure and have a positive 'can-do' attitude if faced with challenging situations;
• Excellent time management skills;
• A willingness to travel and adhere to our flexible working environment.
Learning and development Fully funded professional qualification for this role: Associate of Tax Technicians (ATT) / Chartered Tax Adviser (CTA) Additional qualification(s): Level 7

Forvis Mazars is a leading global professional services firm delivering exceptional quality in audit, tax, financial advisory, outsourcing and consulting. We opened our first office in 1945 and as of 2024, we have evolved into a 40,000+ employee strong, unique two firm member network. In the UK we have over 3,300 employees spanning 14 locations delivering an unmatched client experience. You can find out more about our firm . Tax at Forvis Mazars
• At Forvis Mazars, we're dedicated to helping you build a rewarding career. We value your expertise, experience, and ambition, encouraging you to bring your ideas and creativity to our national tax team.
• Experts in the field: You will undertake qualifications to allow you to build the skills and knowledge to expertly navigate the UK tax landscape. Your team will support you in your journey to professional excellence; whether dealing with employment taxes, corporate profits, international transactions, or personal income.
• Client-focused solutions: Work with a diverse range of clients, from individuals to large multinationals, providing tailored tax advice. Our team works with other specialists across different service lines within Forvis Mazars too, advising on tax, regulations and accounting and how that impacts the risk and governance of our clients.
• Commitment to excellence: Join a team that prioritises quality and trust. Our high standards ensure that every piece of advice we provide supports clients to make the most appropriately informed decisions. We are experts in managing risk and providing the latest advice, keeping on top of regulatory changes and developments in society.
You can find out more about Tax at Forvis Mazars here: Department/team overview The Private Client Tax team focuses on tax compliance needs in an environment of fast paced economic change, combined with complex and changing tax legislation both in the UK and overseas. The client base is varied from individuals; Business Owner-Managers; and Trustees, both private and charitable. Hear from our trainee, Katie: "I have particularly enjoyed the research element of my work on tax advisory projects as it has enabled me to become an expert on topics I had never even heard of prior to joining Forvis Mazars. The flat hierarchy at Forvis Mazars has been particularly beneficial for my development as even the most senior team members are generous with their time to aid my learning and progression." Every story is different at Forvis Mazars. Our people have amazing, personal experiences so the best way to learn about life here is to hear it first hand, click here to hear .

You're joining us as a permanent employee, so the three years is only the beginning of your exceptional career journey.