Private Client Tax Trainee; ATT​/CTA

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

Are you looking to start your career in Private Client Tax? We’re seeking ambitious individuals from all backgrounds to join our team as a trainee, studying towards the ATT/CTA qualification.

We recognise that talent comes from different paths, so we encourage applications from recent school leavers or career changers. We do not expect applicants to have any prior relevant work experience.

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

19 December 2025 – 11 January 2026

Please note that the next stage of our recruitment process (psychometric testing) will be paused from 19 December 2025 until 11 January 2026. Applications will continue to be accepted during this period, and candidates may then be invited to complete a psychometric test in mid‑January 2026. We hope this pause provides you with time to enjoy the holiday season or prepare for upcoming exams.

Your growthdoesn't just come from exams,andit comes 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. These include 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 - work dealing with tax returns and the reporting of tax to the Revenue 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 and includes clients who are both domestic and international, so we guarantee 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.

• 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 applications from candidates who are AAT qualified. Please apply as usual and be sure to include your qualification details in the academic section.

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

At Saffery, we look for people who share our values - those who are collaborative, enthusiastic
, and act with integrity while always striving for excellence
.

You’ll be approachable and committed, ready to take ownership and go the extra mile to deliver our signature service. You won’t hesitate to speak up when something could be better and you’ll help to make it happen. We value drive, focus, and a positive attitude.

Here, you’re never just a number. You’re valued for who you are. We want your personality and style to shine, because we believe in caring more and letting egos take a back seat. We work hard, we support each other, and we enjoy the journey together. You’ll thrive in a close‑knit team that takes pride in delivering high quality work.

There’s real mutual respect here and a two‑way relationship where we bring out the best in each other.

We’ll help you get to know our clients, but it’s even better if you’re already curious about the broader economic landscape they operate in. Do your research. Ask questions. Be inquisitive.

We know the ATT/CTA exams are demanding, and we’ll be right there to support you every step of the way. Your commitment will play a big part in our continued success.

You’ll be surrounded by people who value you, your contributions, and your potential.

We…