Trainee Tax Advisor job in FY4 Marton Lancashire

Trainee Tax Advisor | Optionis

Trainee Tax Advisor

Role: Trainee Tax Advisor   

Brand: Optionis

Location: Blackpool

Salary: £17,000 - £18,000

The Optionis Group is one of the UK’s most successful professional services companies, and we are looking for a Trainee Tax Advisor to join our growing team.

Through our brands, we specialise in managing tax, employment, accountancy and legislative compliance for the UK’s small businesses and contingent workforce – our solutions are market leading, and we’re always looking out for the best possible employees.             

As a Trainee Tax Advisor, you will primarily be responsible for providing advice and guidance to clients on personal taxation matters. So, if you’re looking to build a career within the tax industry and have a genuine willingness to learn and progress within this sector, then we want to hear from you.        


The key responsibilities for the role will include, but are not limited to:

  • Dealing with PAYE and personal tax compliance matters.
  • Preparation of P11D forms. 
  • Completion of basic and some more complex (e.g. domicile) Self-Assessment Tax Returns.
  • Advising clients on basic personal taxation matters.
  • Dealing with telephone and email queries from clients.
  • Reviewing tax codes and other HMRC notices.
  • Dealing with HMRC and other third parties by telephone and correspondence.
  • Liaising with clients and internal teams.
  • Data entry and updating systems.        
  • Performing bank reconciliations and receipt breakdowns.
  • Calculating tax rebates and liabilities for clients under the Construction Industry Scheme.
  • Delivering a consistently high level of customer service.
  • Delivering consistently accurate work.
  • Mentoring and training more junior team members.

Person Specification


  • A genuine desire to build a career within the tax industry.  
  • A desire to progress towards obtaining tax qualifications (AAT and/or ATT).
  • Strong interpersonal skills.
  • Good organisational skills.
  • Excellent attention to detail.
  • Strong numeracy skills.
  • Excellent written and verbal communication skills.
  • Able to work to targets and meet deadlines.
  • Ability to multitask and prioritise workload effectively.
  • Proficiency in Microsoft Office, particularly Excel.
  • A positive 'can do’ attitude.  


  • Experience working in an office environment.
  • Experience working in an Accountancy Practice or a Financial environment.


  • Location: FY4, Marton, Lancashire
  • Job Title: Trainee Tax Advisor
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