Professional Taxation Technician (Level 4)

A key role within any accountancy and finance function, individuals undertaking this apprenticeship will prepare, co-ordinate and implement tasks that support the creation of taxation returns and their supporting documentation and statements, meeting relevant ethical, professional and legal standards and accounting practices.

Throughout the apprenticeship, learners will be stretched and challenged to develop their technical knowledge and skills and to apply what they learn in their current role and future career.

There is a choice of pathways to suit different areas of specialisms within Tax, with the option to gain the industry-recognised Association of Taxation Technicians (ATT) Professional qualification alongside the apprenticeship.

Developed in partnership with globally recognised institutes and employers and firms of all sizes, a Kaplan Accountancy apprenticeship is anything but standard.

Who's it for?

This apprenticeship is ideal for organisations looking to develop talent that are seeking to further develop their skills and expertise and take on greater levels of responsibility to support your organisation’s finance function. Appropriate for professionals working within accountancy, finance and tax within a variety of organisations, this programme offers a choice of pathways to ensure it has broad appeal, while Kaplan’s personalisation of programmes ensures the learning outcomes are focussed and relevant to your organisation.

If you’re seeking to maximise the benefit of time used as part of off-the-job training and develop technical excellence coupled with sector relevant skills that can be directly applied to the role, this apprenticeship might be the right option for you.

Job roles

This apprenticeship is suitable for a wide range of roles including: Junior tax advisor, Tax assistant, Tax advisor, Tax investigations officer, but this list isn’t exhaustive. Professional taxation technicians may work in the taxation, accounts or finance department of an organisation or a professional accountancy and taxation advisory firm.

One of the key things to success is that the job role and Line Manager provide the opportunities, support and relevant work based experience to be able to contextualise and apply the apprentice’s learning back in the workplace, to gain real competency in that area.

Career progression

An apprentice’s journey doesn’t end when this programme has finished. The natural next step would be to progress onto our Accountancy or Taxation Professional Level 7 Apprenticeship which would enable them to become fully qualified Accountants.

Eligibility

Employers may specify that candidates have at least a grade 5 GCSE (or equivalent) in maths and English. If apprentices don’t have this level of maths and English, Kaplan offers free resources and support to make sure they develop their understanding and application of these subjects by the end of the apprenticeship. Learners starting their apprenticeship without Level 2 in maths or English will complete a Level 2 Functional Skills qualification.

Each pathway has specific requirements that must be declared on the application form:

AAT: Q22 - MATS + FAPS OR Q22 - FAPS (or AVBK and FAPR) and Introduction to Management Accounting (Kaplan Bespoke course) OR AQ16 - AVBK, FAPR, MMAC OR AAT Level 3 Diploma in Accounting (AQ16 or Q22).

ATT: Two A Levels (grades A-E) (or equivalent) and three GCSEs (or equivalent) (grades 9-4 / A-C) OR Learners must have a relevant job role with six months' experience.

CIMA: Two A Levels (grades A-E) (or equivalent) and three GCSEs (or equivalent) (grades 9-4 / A-C) OR AAT Level 3 Diploma in Accounting (AQ16 or Q22) OR Learners must have a relevant job role with six months' experience.

Kaplan will support you to assess the job role suitability as part of your application.

Costing and funding

The cost for this apprenticeship is:

Taxation Professional apprenticeship (ATT pathway): £15,000

Apprenticeship funding

Employers can get government support to fund up to 100% of apprenticeship training. The amount available can depend on the size of your organisation, whether you’re a Levy payer or not, and whether you are employing a young apprentice. Find out more.

If you are looking to become an apprentice on this programme, there is no cost to you.

Level

Level 4

Apprenticeship

Professional Taxation Technician

Pathways

ATT

24 - 30 months with Gateway after 18-24 Months (depending on pathway chosen)

Costs / funding band

£15,000
Free for learners

Looking to recruit or upskill existing staff?

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Aiming to launch your career?

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About the programme

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Strengthen your finance function

Build your core accountancy, finance and tax organisational capability at a fundamental level by honing your talent pipeline.

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Work-based learning

Our programmes provide a structured, applied learning route that ensures learning and skills are directly applied to the role and maximises the time used as part of off-the-job training.

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Support and insight for managers

We have robust processes and reporting in place to ensure you and your line managers have all the insight needed to help your apprentices progress and succeed.

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Support for apprentices

Each learner has regular 1:1 contact and progress reviews to keep them on track, review their portfolio, and get them fully prepared for their final assessments.

Routes available

Our Professional Taxation Technician apprenticeships combine specialised technical knowledge with additional online learning and work based experience to develop the necessary skills to build capability and credibility that can be directly applied in the workplace.

There is a choice of pathway options with end point assessments for the industry leading professional body, the ATT.

ATT

The ATT pathway is suited to individuals who are working in a tax compliance role, needing to gain a good understanding of the fundamentals of tax. At the end of this programme, if all core and optional certificate assessments have been passed, learners will also gain the ATT qualification.

This pathway follows a modular structure, which consists of two core subjects and a choice of one of four optional subjects, allowing apprentices to specialise in their own area of interest or expertise.

Subjects include:

Core:

Personal Taxation (PT)
Business Taxation (BT)

Optional:

Business Compliance (BC)
Corporate Taxation (CT)
Inheritance Tax, Trusts and Estates (IHTTE)
Value Added Tax (VAT)

Compulsory Computer-based exams:

Law, Professional Responsibilities and Ethics, and Principles of Accounting

Self study

Microsoft Specialist Skills

Optional modules covering core Microsoft products, over 100 hours of online tuition supports learners in preparing for Microsoft accreditations. Globally recognised, our tuition and exams available at Associate and Expert levels will equip apprentices with the skills to unlock the potential of Microsoft Office products.

Available in a range of subjects including

Word
Excel
Powerpoint

date_range Timetables

Programmes are running regularly throughout the year. View our timetables for scheduled sessions to see when the next one is running.

View timetables

Why choose Kaplan?

The leaders in accountancy training

Kaplan has over 80 years experience in designing and delivering programmes that help individuals to achieve results and business to achieve success.

Future facing

Our apprenticeships equip your employees to make a positive difference in the workplace, applying their learning in real life projects which can transform teams and cultures.

Comprehensive learning

Learners attend scheduled classes involving lots of practical discussion and application, and combine this with additional online learning that can be completed at their own pace.

Expert teaching

Our tutors are all subject matter experts, with real world experience, and teach groups of diverse learners from organisations across the UK.

Support for employers:

Named client solutions point of contact to support you at every stage
Recruitment service to help you hire an apprentice for a new vacancy
Transparency throughout the application and onboarding process for your learners
Sector expert tutors and talent coaches delivering relevant training and development
Learning that is applied to your organisation through work based experience
Accurate, timely and accessible tracking for each learner
Line Manager visibility of your learner’s portfolio dashboards

Support for learners:

Tutor contact via email outside of scheduled classes
Regular 1:1 contact and progress reviews with their line manager and a named, industry experienced talent coach to keep them on track, review their portfolio and get them fully prepared for their End Point Assessment.
Peer to peer contacts from across the industry as part of a small cohort - creating opportunities to spark new ideas and get new perspectives
Apprenticeship ePortfolio to track their progress, capture off-the-job activity and hours, manage and capture progress reviews, upload evidence, as well as communication with their Talent Coach
Student Service support available 362 days a year
Work based projects and support from a line manager to be able to contextualise and apply their learning back in the workplace