Filled in and completed time sheets Scanned client information Sent reminders for information to client Prepared tax returns and sent to managers Made amendments to returns and correspondence with client for approval after manager review Submitted re
With this placement you are able to work in two different tax teams for 6 months each In both teams the main role was to prepare tax returns but in one team this was for individuals and the in the other team this was for companies Preparing tax returns
I work on a variety of clients each day preparing compliance forms and spreadsheets to calling clients to solve their adhoc advisory queries Day039s vary in work levels depending on the different 039seasons039 and HMRC deadlines Typically
Daytoday tasks vary depending on the stage of the audit and type of audit that you are working on Independent work is assigned to each audit team member which will contribute to the completion of the audit Often working alongside colleagues from a var
VAT prepared VAT Returns managed client communication prepared advisory deliverables for clients researched and summarised legislations assisted in client take on procedures attended client meetings and took notes took on business development work
in the first 6 months of my placement i spent my time preparing audited accounts using RSM039s software039s undergoing review checks The last 6 months involved preparing corporation tax returns and entities of all sizes and offering tax advice to
Preparing tax returns R40s etc for private clients Managing clients and frequent client contact over phone email etc
Preparing both corporate and personal tax returns following tax compliance regulations responding to emails and attending team calls
I was in both the VAT team and the Corporate Tax team In VAT I completed VAT returns and assisted senior members of the team with VAT advisory work In CT I assisted with computations as well as working within specialist teams to advise clients I also a
The role entails preparing client reports and completing any associated analysis of financials or other data streams related to the report Another part of the role is targeting to find the team new cases to win and involves finding CMA or EC cases and co
In the private client team I assisted in the completion of tax returns for high net worth individuals and I had the opportunity to contribute to advice pieces In the corporate tax team I assisted in the completion of tax returns for large corporations
Compliance and advisory services
I liaise with clients to review their control framework and consult with them to mitigate risks across their company
Working within the due diligence team helping to analyse data and form a report highlighting risks identified with an company Work within a wide range of sectors on both buyside and sellside deals
Different tasks helping clients with their tax requirements and queries
Audit Performing tests of details and tests of controls following guidelines require by accounts requirements ABA Production of accounts checking the balances are correct and then querying with client where any balances dont look correct
Completing testing and reviewing areas of the financial accounts this could include revenue purchases assets or liabilities When completing this testing it is the auditors responsibility to make sure the accounts are both true and fair Speaking with
Working as part of a team to complete audits on a range of clients Going out on client sites frequently to complete the audits Utilising Excel to complete daily tasks
Working on audits of a range of different clients A lot of this involved travelling to clients site to work from their office Daily job revolved around using Excel for completion of tasks
Everyday is not the same in audit with RSM There are a variety of tasks and responsibilities I assist the audit team with different companies and carry out testing of account balances with supervision of senior colleagues I interact with the team frequ