Junior Personal Tax Assistant Apprentice

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Job

Department:
Tax

Job Category:
Apprentices

Location:

Liverpool, GB, L3 1NW

Date: 26 Feb 2026

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.

Division:
Trust

Location:

Liverpool

Contract:

24 month fixed term contract

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.

• 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.

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.

• 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.

• 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.

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

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
• Company share scheme
• Discretionary bonus
• Flexible holidays – purchase up to 5 additional…