Private Client Tax Trainee

If you're looking to join an organisation that will nurture and help you tothrive in your professional career then join Shepherd Private Clients.

A unique opportunity to join a growing firm of whom all trained with thebig 4 Accountancy firms and have a vast wealth of experience.

Private Clients are at the heart of everything we do and we are re-defining the approach in this space. Our breadth of services for our clients ranges from annual tax compliance right through to more complex tax planning, such as shareholder exit planning (Deal makers
2021 short-listed), Inheritance Tax/Wealth Succession, business and investment structuring, international clients (domicile/residence), familyoffice and charities/trusts.

We act for a number of leading entrepreneurs and household namespredominantly in the Northwest, but also across the UK.

Our tax team provides advice to a wide range of individuals, includingultra-high net worth individuals, families, entrepreneurs as well as ownermanaged businesses. We provide practical advice with our clients' best interests always at the forefront of what we do.

Working closely with our senior tax professionals, you'll feel yourselfimproving day by day as they teach you the intricacies of their trade. Onemoment you could be helping with a transaction as an entrepreneur sellstheir business: the next, looking at wealth succession.

As our trainee your responsibilities will include:

• Preparation of personal tax returns including drafting client communication.
• Assisting with research assignments and drafting technical documentation.
• Supporting senior members of staff on more complex client queries.
• Involvement in client meetings and calls from day one.

We believe that hands-on experience is key to creating well roundedtrusted business advisers - this means you'll be doing real work from thestart. Working as a team and delivering to clients is the most importantpart of what we enjoy doing.

Full training support for ICAEW Chartered Accountant qualification will be provided. We also offer flexible working.

• Committed and motivated to studying towards the ICAEW Chartered Accountant qualification
• GCSE English Language and Maths (or equivalent) at a minimum of grade 5
• 120 UCAS points (or equivalent) in your top three A levels (excluding General Studies)
• Must have or be on course for at least a 2:1 honours degree in any discipline

Shepherd Private Clients was created in 2018. Our practice is unique – we focus purely on wealthy individuals, families, entrepreneurs and their related businesses, investment structures, trusts and charities. We act for a number of well-known families in the North West, helping them with their plans for the long-term. We have advised many of these clients for well over 20 years.

The team have all worked in “Big 4” accountancy firms for the majority of their careers, and they have gained a huge amount of experience, not just in relation to private clients and tax, but in the wider commercial world. Having worked with amazing clients, colleagues and leadership over this time, it has created deep-rooted professionalism which is now being taken forward under the banner of Shepherd Private Clients Limited.

Telephone  Location Suite 3,Oakwater House, 4 Oakwater Avenue
Cheadle Royal Business Park
Cheadle
Stockport
SK8 3SR

United Kingdom