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Client Support

4 months ago

Bristol, United Kingdom ForrestBrown Full time

We’re ForrestBrown, a firm of chartered tax advisers specialising in research and development (R&D) tax. Our team has substantial experience and technical expertise in this field which, combined with our passion for our clients and entrepreneurial spirit, helps us deliver outstanding results for a wide portfolio of innovative clients. Established in 2013, we have offices in Bristol, Glasgow and London and are proud to be one of the largest specialist R&D tax teams in the UK.

This role will be working in the ForrestBrown Global Services department, specifically supporting our parent company alliantgroup to deliver Employee Retention Credit analysis to U.S. businesses. Putting it simply, the Employee Retention Credit (ERC) is exactly what it sounds like - business owners are being rewarded for their efforts to keep employees on payroll during the pandemic. Our team has substantial experience and technical expertise in this field which, combined with our passion for our clients and entrepreneurial spirit, we are proud to be strengthening American businesses. Joining us on an Industrial Placement, you’ll work closely with ForrestBrown Global Services tax specialists to identify and substantiate tax credits - helping the U.S. economy not only recover from the pandemic, but to come back stronger than before.

Join our supportive team on the Client Support Industrial Placement and gain real-world experience in the financial services sector. We are proud to offer you hands on experience through working with clients in exciting industries, you’ll not only get a unique insight into the fun FB Global Services culture, but also gain exposure to advisers in the industry. We offer an extensive training program allowing you to become experts within our organisation. As a result, you’ll develop key skills that will help shape the rest of your career.

**What will I be doing?**

***First of all, you’ll be working collaboratively with the Client Support team on a variety of client requests, developing invaluable skills in client service, time management, project management, and relationship building. On your Industrial placement at FB Global Services, you’ll have real exposure from the start, and we’d love for you to get stuck in. But you won’t do it alone. We’re an encouraging bunch and want you to do well. We have our own dedicated training program to equip you with the knowledge and expertise you need to feel confident in representing FB Global Services to our clients.

As part of the process, you will be required to draft and review documentation setting out the basis of our client's claim for the Employee retention Credit with reference to the US tax regulations and both federal and state orders, mandates and guidelines. Attention to detail, and an understanding of how legislation is drafted and interpreted are essential skills in respect to this part of the role.

Our working environment is fast paced, so, if you’re a motivated self-starter, a quick learner and would enjoy working in a customer relationship role, then this could be the role for you.

To give you an idea, here’s a list of skills you could be developing:

- relationship building with both colleagues and clients.
- client management through shadowing briefs and key client touchpoints.
- time management by scheduling and managing interactions.
- working at speed around urgent client projects.
- results orientation and target driven mindset.
- working collaboratively as part of a team, attending team meetings and contributing to workshops and training.

**What are we looking for?**

For our work placement, we’re looking for penultimate students looking to complete a placement as part of their degree and get a head start in their career. You might be a law or business management student looking for industry experience, or you just might be interested in gaining client service skills in a fresh new environment. As part of the role is reviewing legislation and government orders, any experience in legal writing would be advantageous.

All we look for is a strong work ethic and desire to work in a fast-paced environment, excellent communication skills and the ability to work well within a team.

**Skills and attributes**
- A motivated self-starter, a quick learner and highly organised when it comes to getting things done.
- Experience of using Microsoft Office including Word, ideally some proficiency in Excel and PowerPoint.
- Ability to effectively communicate and build professional relationships with a diverse client base.
- High sense of urgency with the ability to meet deadlines.
- A keen desire to learn and develop knowledge in the financial services sector.
- A team player, ability to develop strong relationships with colleagues and to contribute to collective knowledge sharing and best practice.