Junior Tax Assistant

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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.

Division: Trust

Location: Liverpool

Contract: Perm

Hiring Manager: Tax Manager

About the Role

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

• 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.
• 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.

• 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
• Company share scheme
• Discretionary bonus
• Flexible holidays – purchase up to 5 additional days
• Green Car Scheme
• Family…