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Is here someone who is working Private Client Tax line of service?

If so, could you please explain what kind of taxes do you deal with within private client tax? Like do you work for just one specific tax like corporate or VAT or in Private Client services a person does mix of all taxes? I prefer to practice VAT/Corporate/Income Tax/Capital Gains etc all. Would I be able to practice all of them?

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  • 5 replies
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  • Author: Ali T.
  • Category: Role, Role description
  • Date asked:
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  • Anonymous

    Hi Ali, I work in the Private Client Services team in the Bristol office. Broadly, the Private Client Services team is intended to support high net worth individuals and business owners with their tax needs - this can involve advising them on their tax affairs, completing their tax returns and helping them plan for their future. In this I have had exposure to both personal tax and some corporate tax (in the form of private businesses), but have not come across VAT.

  • AT
    Ali T. Candidate

    How would you compare the diff between working for private clients to corporates? In terms of career progression, learning etc? Also can I please connect with you at LinkedIn? I know a lot people who work for corporates but none within private clients line of service. Thanks

  • Anonymous

    Hi Ali, within the team I work in (Private Capital) there is a split between corporate workstreams and private client workstreams. Typically the only difference in terms of career progression is based on the amount of work that is available at the time. In most cases, its highly unlikely, particularly as a new joiner, that you will be working on either just private clients or just the corporates. You will be expected to split your workload between the two sides of the team. In terms of learning, the process will be essentially the same.
    So in the instance where there is not a lot of private client work, you would be expected to pick up more corporate work so as to keep your development up

  • AT
    Ali T. Candidate

    I just sent a request to you and Finn. It would be great to connect and if you guys can answer some more questions over there as I go along the application process - I'd be thankful.

  • Anonymous

    Sure, no worries