Rating

8.5/10
  • 1. Please give an overview of your role and what this involves on a day-to-day basis:
  • I work in the private client tax team where I assist managers and partners in offering advice to individuals, partnerships and trusts on their tax affairs, planning and compliance. I prepare tax returns, draft advisory reports and emails, use legislation to determine their tax positions and currently involved in setting up a Family Investment Company and the funding for that.

    8/10

  • 2. Have you learnt any new skills or developed existing skills?
  • I have learnt how to read legislation more effectively and pick out the key things relevant to my clients, identify information required for tax compliance and treating certain income/expenses in their correct way. Within my professional qualifications I have learnt a great variety of technical skill and knowledge through my ACA and CTA exams. I also had the opportunity to go on secondment to the trust team so that helped learn in a new area.

    9/10

  • 3. To what extent do you enjoy your programme?
  • The team is great, with decent people who are always open to help you out if you need it. Generally very supportive culture.

    7/10

  • 4. How well organised/structured is your programme?
  • 9/10

  • 5. How much support do you receive from your employer?
  • Study leave for college and exam day, plus support from your manager and the wider team in respect of additional support you may required.

    9/10

  • 6. How much support do you receive from your training provider when working towards your qualifications?
  • They are exceptionally supportive and assist with anything on your taught programme and on the apprenticeship as a whole. Any issues at work they are open to helping you resolve.

    10/10

  • 7. How well do you feel that your qualification (through your training provider) helps you to perform better in your role?
  • From a technical point of view and there are opportunities to develop your soft skills through the quarterly catchups with your tutor and additional training soft skills development sessions.

    7/10

  • 8. Are there extra-curricular activities to get involved in at your work? (For example, any social activities, sports teams, or even professional networking events.)
  • 9/10

  • 9a. Would you recommend Evelyn Partners to a friend?
  • Yes


  • 9b. Why?
  • Generally, a very good place to work, with a firm with lots of high growth ambition, they want to obtain the best talent and create a place to work where you can thrive. Offering the clients is vast and continues to grow, which provides great knowledge to employees outside their area of expertise.


  • 10. What tips or advice would you give to others applying to Evelyn Partners?
  • Be yourself, showing you are keen, research what we do and how you see yourself within the team.


Details

Degree Apprenticeship

Accounting

Redcliffe, Bristol BS1 6NA, UK

March 2022


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