Tax Industrial Placement (Private Client) - September 2023 - Birmingham

Mazars

•

2mo ago

🚀 Placement Program

Birmingham

Rolling basis

Description

As a Trainee Tax Adviser you will be supported on a structured development program, in order to be able to work to meet the full needs of our clients. You work with your colleagues in the Financial Planning and Privately Owned Business teams to give a full private client experience and ensure all our clients' tax and financial planning needs are met.

You will be provided an opportunity to work with colleagues in different tax disciplines in your first two years, including tax compliance and tax advisory including some experience with financial planning, resulting in a broad understanding of the services we can offer our Private Clients.

Area of Responsibilities

Accounting & Tax

Responsibilities

You'll ensure a client meets all their tax obligations by preparing and submitting tax returns and other necessary forms. You will also review clients' business structures and personal financial arrangements to deliver solutions for their financial goals and business needs. You'll get vital client facing experience of building ongoing relationships with clients and develop the ability to identify all their tax and financial planning goals.During your first year you will:Learn how to use tax software and systems to prepare a income and capital gains tax computations and returns for individuals, trusts and estates.Develop a thorough understanding of income streams and the nature of the clients' financial affairs to complete the tax computation to the best of your ability.Be able to obtain relevant information from other departments and clients whilst building good communication with both.Develop a thorough understanding of the tax legislation and the nature of the clients' personal financial circumstances.If you are offered a permanent role to return at the end of your placement, you will re-join as a second year after completing your degree. The rest of your training is outlined below.By the end of your final year you will:Work on a range of different advisory engagements across UK tax covering a range of technical areasDevelop a strong technical knowledge of the UK tax legislation, specifically across personal taxesUnderstand the way in which different investment entities operate across the UK and overseas, as well as the different challenges facing our private client base in terms of managing tax risk, estate/succession planning and the implications of being internationally mobileWork directly with our clients and begin developing relationships with those clients to deliver on repeat engagementsBegin to manage advisory engagements, including planning, budgeting and project managing different service linesDevelop a strong understanding of our control and risk management procedures

Requirements

Interpersonal skills: the ability to build relationships with a foundation of trust and responsibility.Analytical skills: the ability to think critically, research and solve problems.Attention to detail and strong time-management skills.Commitment to self-development & learning.Affinity with our values; in particular, respect for individuals, diversity, and integrity.

Benefits

BenefitsAnnual Leave +Charitable GivingDental InsuranceWellbeing BenefitsVirtual GPCycle to WorkGym DiscountsLife AssurancePensionFlexible Benefits +