Apprenticeship training course

Professional taxation technician (level 4)

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Information about Professional taxation technician (level 4)

Prepare, co-ordinate and implement tasks that support the creation of taxation returns and their supporting documentation and statements.

• Knowledge, skills and behaviours:
  View knowledge, skills and behaviours

  Knowledge

  • Principles of professional responsibilities and ethics in a tax environment, including approaches to interpreting ethics in complex situations.
  • Principles of legal regulations relevant to an organisation’s tax affairs, such as tax legislation, and law affecting the tax affairs of stakeholders.
  • Principles of accounting relevant to an organisation’s tax affairs, such as accounting for taxation and double entry that may impact on business tax calculations.
  • The wider tax professional landscape, including the role of a tax technician, the requirement to stay abreast of changes in tax technology and practice, and awareness of the role of His Majesty's Revenue and Customs (HMRC) and professional bodies.
  • Principles of personal and business taxation to prepare tax calculations.
  • Principles of personal and business taxation to prepare HMRC forms, including understanding and complying with filing deadlines.
  • Principles of a specialist area of taxation to be able to prepare specialist tax calculations.
  • Situations that may lead to additional tax, penalties, and interest arising, and the rules and procedures used by HMRC to calculate penalties and interest.
  • Systems of risk management and financial control, and identification of potential vulnerabilities, negligence, and deliberate actions that could lead to issues, such as internal fraud or money laundering or tax inaccuracies and errors.
  • The importance of applying a transparent, objective, and sustainable approach to meet the ethical requirements of the profession, such as how to apply Professional Rules and Practice Guidelines (PRPG), Professional Conduct in Relation to Taxation (PRCT), and Standards for Tax Planning, and ensuring that HMRC is provided with all relevant information necessary to be assured that the stakeholder’s tax affairs are correctly stated.
  • Principles of data analysis, data security, and cyber security to support collation, analysis, and compliant handling of data, and working safely online.
  • Workload management principles to plan, organise and prioritise own tasks, and manage time effectively.
  • Approaches used for building and maintaining collaborative, professional relationships with internal and external stakeholders to deliver taxation tasks.
  • The nature and importance of key climate, environmental, and emerging sustainability challenges, and the impact on sustainable business practices, risk, and government regulation, leading to the potential tax benefits of economic sustainability for stakeholders, such as energy efficiency related to capital allowances and sustainability requirements for different sizes of businesses.
  • The impact of equality, diversity and inclusion on service delivery within taxation, for example improving the tax position of individuals and businesses by improving accessibility with the move to making tax digital.
  • The importance of Continuing Professional Development (CPD) and keeping up to date with relevant statutory obligations and procedural best practice to help improve own professional practice.

  Skills

  • Collate, analyse, and use financial information to support evidence-based, sustainable tax decisions for stakeholders, such as individuals and businesses.
  • Undertake taxation activities within the scope and limits of their role and tax specialism, such as the preparation of tax information for individuals, sole traders, partnerships or limited companies, escalating issues to more senior colleagues where appropriate.
  • Apply relevant principles and legislation when undertaking taxation activities to ensure records are compliant.
  • Apply professional scepticism when undertaking taxation activities, being alert to conditions which may indicate possible misstatement of information due to error or fraud, establishing the facts sensitively and being aware of unconscious bias, and using those facts to inform and evaluate decision making in the context of providing accurate information to HMRC.
  • Interpret information for tax purposes, such as using judgement to determine the correct way to report transactions or items of income or expenditure.
  • Participate in or support others with quality improvement activities, for example the improvement of personal working practices.
  • Use software packages to assist with taxation tasks in line with cyber and data security requirements, using data securely and safely, including backing up data.
  • Deliver taxation tasks with a critical eye to trends, demonstrating a ‘right first-time approach’.
  • Use workload management principles to plan, organise, and prioritise own tasks and manage time effectively, such as systems for managing key tax filing dates, penalty dates, and enquiry deadlines.
  • Use taxation information to add value to stakeholders through use of data visualisations, analysis, and interpretation, and communicate tax information in a way that non-tax specialist stakeholders can understand.
  • Undertake file management activities, such as preparing and collating information, making accurate file notes and managing version control.
  • Build and maintain collaborative, professional relationships with internal and external stakeholders to deliver taxation tasks, recognising the importance of equality, diversity and inclusion.
  • Communicate taxation information through different media to facilitate stakeholder understanding, considering the risks and benefits to the organisation of social media and other digital applications.

  Behaviours

  • Actively engages in the wider organisation to provide information that contributes to influencing stakeholders, such as peers, colleagues and clients.
  • Applies a transparent, objective, and sustainable approach to meet the ethical requirements of the profession and actively encourages this behaviour with colleagues within their team.
  • Committed to personal wellbeing and has an awareness of support and resources available.
  • Adaptable and accepts changing priorities and working requirements to enable self and colleagues the flexibility to maintain high standards in a changing environment.
  • Reflects on own practice and seeks learning opportunities for Continuing Professional Development (CPD).
  • Works collaboratively with others, contributing to cultivating an open, honest, and empathetic work environment, and actively encourages this behaviour with colleagues in their team.
• Apprenticeship category (sector): Legal, finance and accounting
• Qualification level: 4; Equal to higher national certificate (HNC)
• Course duration: 24 months
• Funding: £15,000 ; Maximum government funding for ; apprenticeship training and assessment costs.
• Job titles include:
  • Junior tax advisor
  • Tax assistant
  • Tax technician

View more information about Professional taxation technician (level 4) from the Institute for Apprenticeships and Technical Education.