Private Client Tax - Intern Review
at Forvis Mazars
Internship (1 Month+)
Tax
Edinburgh
Review Submitted: July 2025
Overall Rating
5 /5
The Overall Rating is the average of all the ratings given in each category. We take those individual ratings and combine them into one final score!
Overview of Role
Please give an overview of your role and what this involves on a day-to-day basis.
- Documentation: Drafting Engagement Letters for new and existing clients.
- Team Support: Collaborating with colleagues to deliver high-quality work and maintain strong client relationships.
- Meeting Participation: Taking detailed notes during internal client meetings to support follow-up actions.
- HMRC Liaison: Contacting HMRC to resolve queries and gather necessary information.
- Prospect Engagement: Attending prospect calls and capturing key discussion points to support business development.
Were you given much responsibility during your placement / internship?
- Handled key tasks independently, such as preparing tax returns and drafting engagement letters
- Given responsibility to contact HMRC, demonstrating trust in my communication skills
Please rate how meaningful the work you were doing was
Skills Development
Have you learnt any new skills, or developed your existing skills?
- Organisation – Keeping track of multiple responsibilities and maintaining clear documentation
- Proactivity – Anticipating needs, taking initiative, and solving problems before they arise
- Communication – Clearly conveying information to colleagues, both written and verbal
- Team Collaboration – Supporting others, sharing knowledge, and contributing to group success
- Professional Confidence – Making calls to HMRC and attending prospect meetings with assurance
How would you rate the training provided during your experience?
How would you rate your development of industry-specific skills during the experience?
How would you rate your development of personal / soft skills during the experience?
Please rate how these skills have helped you in your career development
Support and Guidance
How much support and guidance did you receive during your placement / internship?
- Open communication culture, making it easy to ask for help or clarify uncertainties
- Received support that went above and beyond, both professionally and personally
- Team was always approachable, offering guidance whenever I had questions or needed help
How would you rate the support and guidance from your line manager?
How would you rate the support and guidance from the wider team?
Company Culture
What was the company culture and general atmosphere like?
- Open for conversation, with approachable colleagues and supportive managers
- Plenty of social events, creating opportunities to connect with others outside of work
- Supportive of personal and professional growth, with a positive attitude towards learning
- Great balance of professionalism and fun, making the workplace enjoyable and engaging