Tax apprentice at Smith & Williamson

Start Date:
2014
Location:
London
Programme Type:
Apprenticeship - Higher Level (Level 4/5)
Salary:
£22,500 annually
Review Date:
21st June 2016

Review Score

8.9/10

1. Please give an overview of your role and what this involves on a day-to-day basis:

9/10

• The preparation of Repayment Claim Forms and basic Tax Returns for individuals/ trusts and partnerships. • Dealing with correspondence from clients/HMRC and other third parties. • Advising clients of their forthcoming tax liabilities including writing to clients and 3rd parties where necessary. • Billing clients in a timely manner for the work we have carried out on their behalf. • Setting up new clients and dealing with the disengagement of departing clients. • Organisation of workload to ensure an efficient and timely service. • Other ad hoc administrative tasks.

2. Have you learnt any new skills or developed existing skills?

10/10

I have developed my learning, analytical and communicational skills, as well as beginning and furthering tax knowledge through my ATT exams.

3. To what extent do you enjoy your programme?

8/10

4. How valued do you feel by Smith & Williamson?

8/10

5. How well organised/structured is your programme?

10/10

6a. How much support do you receive from your training provider?

9/10

6b. How much support do you receive from your employer?

10/10

7. How well does your salary/package meet your costs?

6/10

8. Are there many opportunities outside of work?

10/10

9a. Would you recommend Smith & Williamson to a friend? *

Yes

9b. Why? *

10. What tips or advice would you give to others applying to Smith & Williamson? *

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