Tax Associate Review

Working in personal tax, completing tax compliance work (tax returns) and responding to ad-hoc advisory queries/drafting reports. I have a portfolio of c100 clients that I work with and assist the client engagement lead with.

Tax technical knowledge, organisation, communication has developed both internal and external

The taught courses were invaluable and provided me with the relevant knowledge to pass my exams and the apprenticeship. It did not relate directly to my job role when I was doing the ACA but my CTA studies are much more relevant.

Regular progress reviews throughout the course, exam timetable which was made available each year setting out requirements of the year, internal training sessions to complement the apprenticeship

The apprenticeship required me to be very organised as it was a new qualification for the department I worked in so I reached out to relevant people at First Intuition/L&D department at work when required. My line manager was very supportive throughout.

Tuition and revision courses were great and support was there if needed outside of taught courses. I couldn't fault this aspect at all.

My ACA exams don't directly relate to my job role, but the skills I have developed on the apprenticeship has helped with my performance in the role. My CTA exams will be invaluable to improving my tax technical knowledge.

I run the netball team at work which is great fun and some networking events have come from this

Yes

I have a very varied client list which keeps my work interesting. Managers in my team are supportive and are keen to help me develop further by asking me to assist with more difficult technical work.

Have an understanding of the company, different departments/client service offerings and the values that the company has before interviewing.