Professional Accounting/Taxation Technician

Individuals in this role will have responsibility for creating and/or verifying and reviewing accurate and timely financial information within the organisation in which they are employer, or on behalf of another.

This role may exist in an accounting practice, a professional services company, HMRC, or the accounting function of a business or other organisation. Examples of job roles may include, but are not limited to: Assistant Management Accountant, Assistant Financial Accountant, Payroll Manager, Senior Bookkeeper, Personal/Business Tax Assistant.

Typically this apprenticeship will take 18-24 months to complete.

The Professional Accounting/Taxation Technician apprenticeship is designed for individuals who have responsibility for creating and/or verifying and reviewing accurate and timely financial information. It should add value to both the candidate and the organisation by developing essential skills and knowledge in order to perform these functions. The delivery of this standard comprises of the completion of a portfolio of evidence against the knowledge, skills and behaviours required by the standard and the completion of the AAT Level 4 Professional Diploma in Accounting. There are 4 mandatory units and 2 optional units (to be chosen by the employer and the individual). The diploma can be delivered through day-release classroom sessions, online learning platform, or a combination of these. Quarterly progress reviews will be held to examine the progress made against the portfolio. These elements will be delivered over 18 months.

Requirements

Financial Statements of Limited Companies
Management Accounting: Budgeting
Management Accounting: Division and Control
Accounting Systems and Controls
Business Tax (optional)
Personal Tax (optional)
External Auditing (optional)
Cash and Treasury Management (optional)
Credit Management (optional)

Upon successful completion, candidates will achieve a recognised AAT qualification alongside the Professional Accounting/Taxation Technician apprenticeship, and will be eligible for MAAT membership. The demonstration of professional knowledge, skills and behaviours gained will be through a portfolio of evidence gathered throughout the programme, a reflective statement on the portfolio, and a role simulation. The role simulation gives the candidate the opportunity to tackle tasks through a simulation that reflects activities undertaken in a typical role at this level of competence. The end point assessment stage will take 3 months to complete.