Private Client Services Tax Analyst Review

There are two parts to my job: Advisory and Compliance. Advisory involves providing tax advice to our clients on a range of taxes, i.e., Income Tax, Capital Gains Tax, Inheritance Tax. This advice may come in the form of reports, memos, emails. When starting an advisory project, I will carry out the initial technical research and draft the first copy. Compliance refers to the 'tax return cycle'. This involves organising the for the collation of client information, inputting this into the tax return software and drafting the report that is provided alongside the return.

Typically within PCS, you are not allocated a client base until you reach Consultant grade. However, I assigned my own client, as an Analyst, to oversee. I was responsible for the take-on processes, liaising with him, completing his tax return, arranging for the review and submission of his return, and handling other general inquiries.

This placement has been a great insight into the working world and has been invaluable to my professional development. It has allowed me to build upon my written, verbal, and numerical skills, but to also start to establish interpersonal skills to use with clients.

Throughout my placement, I had access to a buddy, for 'silly' questions, a coach, for questions relating to professional development, and a people leader, if I ever had any other non-work related questions.
Then, at all times, my team were there to support me on technical pieces of work, where needed. They were all extremely willing to help out, no matter how many or what questions I would ask!

The Company culture is fantastic. Being in a regional office, it feels as if the team is much better connected than the London office. There are many socials (ones with and without drinking) throughout the year for everyone to get involved in.

I had a fantastic time on my placement and will be returning after university!

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