Graduate case studies
Even though many of our graduates will have progressed in their careers since completing a case study, they are still of interest to students who wish to gain an understanding of the world of work.
I work in Private Client which means assisting individuals with their tax affairs whether that's personal tax assistance or trust and estates. We also assist individuals who are seconded to and from Jersey with their tax affairs.
The tax assistance we give ranges from calculations to compliance support to providing advice around a complex subject area.
My day starts at 9.00, where I browse what new emails have come in and check what meetings I have in my calendar. I am lucky enough to have good client exposure, so I always like to be aware of any meetings I might have that day so I can adequately prepare. I also put any reminders of monthly compliance in my calendar, so it's good to be aware of any looming deadlines I may have.
Once I have done that, I'll head over to my to-do list and update it with any new emails and review my highlighted items which will be the most urgent.
Depending on the time of year I will either be reviewing calculations and returns or catching up with my juniors to see where we are within the compliance timeline. This ensures we are on track and gives me the opportunity to answer any questions they may have.
If we're outside of our compliance cycle, it is likely that I will be working on a number of advisory projects. This could be giving an employee advice on the statutory residency test and what they need to be aware of or advising a company around the new substance legislation that has just been introduced in Jersey.
Outside of busy season, which is the summer for our department due to the tax return deadline in Jersey, I will leave the office around 5.30-6pm. Even on busy days, it's rare to have to stay past 7pm.
I enjoy how much client contact I get. I don't ever feel like I'm working behind the scenes and someone else is getting the credit for the final piece of work; I get the chance to build relationships with my clients.
Currently I am working towards being a chartered accountant, and doing exams alongside work can be very demanding.
This area appealed to me because tax in many ways is very similar to law and is largely legislation based. I have had the opportunity to work in two very well established firms and been given great mentoring by the people I've worked with.
A lot of what I learned in my degree has been very valuable to my work. As tax is so legislation based, it was nice to already have the skills of working with legislation. Report writing is a massive skill which university prepared me well for.
I began my career at KPMG on the graduate scheme. I was with KPMG for three years before joining PwC as a Senior Associate.
In October 2018, my partner was offered a role in Jersey so we relocated to the Channel Islands. I have been with PwC Jersey every since. I am currently on the tax pathway working towards ATT and then CTA.
I see myself continuing to develop within PwC for foreseeable future. Moving to the Jersey firm has given me the opportunity to broaden my experience outside of expatriate tax.
Eventually I would like to go in house to get some experience of the role from within one of our client businesses to get a better understanding of the issues and pressure that our clients face. The ultimate goal is to become a partner - I've been lucky enough to work with great tax partners and really admire what they do and the knowledge they have!
Do not panic when you get to your final year and go for anything, really consider what you want to do. I am very lucky that what I did worked out, but it was in part inspired by worrying about life after uni. If you're still unsure go on and do some further study in an area you enjoy. Really research whatever role you're thinking of doing and appreciate all of what it entails. Also don't give up or get disheartened! The graduate market is so very competitive it's really tough - this doesn't reflect on your ability to succeed.
Take every opportunity you can whilst at university and do internships in different places - what you're burning to do now may not be what you end up pursuing forever!
Last updated: 05 Mar 2020