0|P A G E
Fall2015
FordhamKPMGInternGuideTIPSFORSUCCESSDURINGYOURSEMESTERABROADKPMGUKLLP
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TableofContentsCongratulations!..........................................................................................................................................2
ApplyingforaTier4(General)StudentVisa............................................................................................3
Banking........................................................................................................................................................4
Transportation............................................................................................................................................5
18+PhotoOysterCard.........................................................................................................................5
GettingtoWork..........................................................................................................................................6
MobilePhone..............................................................................................................................................6
IntroductiontoKPMGUK.........................................................................................................................7
Hours....................................................................................................................................................7
Dresscode............................................................................................................................................7
MakingtheMostofYourTimeatKPMG...........................................................................................8
KPMGLingo.........................................................................................................................................8
StudentLife................................................................................................................................................9
Travel....................................................................................................................................................9
BalancingItAll....................................................................................................................................9
Contacts......................................................................................................................................................11
NextSteps...................................................................................................................................................12
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Congratulations!Greatjobonsecuringaninternshipatthehighlyprestigious,globalfirm--KPMGUK.Youshouldbeveryproudandexcited to takeonsuchachallenging task.Living,working,andstudying inaforeigncountryisauniqueandextremelybeneficialexperience.Weknowthiswhole“studyabroadthing”canseemabitdaunting,butthistimewillbeoneofthemostrewardingandmemoryfilledtimesofyourlife.Makeeverymomentcount!Tomake the transition a little easier, thismanual is designed to answer the smallest to largestquestionsyouhaveabouttheinternshipandstudyabroadexperienceasawhole.So,strapinandgetreadytomakeyourtripacrossthepondsomethingyouwillneverforget!
-YourFellowFordhamKPMGInterns
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ApplyingforaTier4(General)StudentVisaInordertoworkintheUKduringyourtimeabroad,youmustapplyforaTier4(general)studentvisa.Todothis,followthelinkbelow.
https://www.gov.uk/apply-uk-visa
Toapply:
1. FollowthelinkabovetofillouttheonlineapplicationforaTier4(General)studentvisaa. Keepinmindthatapplyingisabout$400-$500b. Whenfillingouttheonlineapplication,theywillaskyouforyourCASnumber.
ThisnumbercomesfromGrahamBoltonatFordhamUniversityLondonCentre.Emailhimatgbolton@fordham.eduinforminghimthatyouarefillingoutavisaapplicationasafutureKPMGintern.
2. ScheduleanappointmenttogetyourbiometricstakenataNewYorkofficeASAP(officeoptionswillbeprovidedtoyouwhenschedulinganappointment)
3. Onceyourbiometricsaretaken,followthedirectionstheygivetoyouattheofficeverycarefully—youwillhavetosendyoupassportalongwithsomepaperworkfilledoutatthebiometricsappointmenttoaspecificaddress(ifyouleaveanyinformationoutitwilldelayprocessingtime).Mailingthisinformationisyourresponsibility!
4. WAIT—youwillreceiveanemailwhenyourapplicationhasbereceived.Itwillthengiveyouanestimatedtimeinwhichyoushouldhaveyourpassport/visaback.
a. Youmightconsidergettinganexpediteservicefortheapprovalofyourstudentvisa.Thiscostanextra$170orso,butmightbeworthitiftheprocesstimeisbeyondthedateofyourflighttotheUK.Rememberthatwhenyouapplyforthevisa,youwillhavetosendinyourpassport.Thus,youcannotleavethecountryuntilyouhaveyourvisaandpassportback.DeanPolitohasacontactthatcanspeedtheapplicationwiththisfee.
Applyingforavisaassoonasyoucommittotheinternshipisextremelyimportant.Thiswholeprocesstakesquiteabitoftime.So,thesoonerthebetter.Ifyoudonothaveavisa,youcannotworkintheUK.Ifyoudonothaveyourpassport,youcannotleavetheUS.During your European travels, UK customs officers will check your visa each time youenterbackintotheUK.Youwillmostlikelyhavetoanswerafewquestionsandgetyourfingerprints taken each time. By getting the Visa, you won’t need to carry around thedocumentsthatyourfriendswhoarenotinterninghavetocarry.TheVisaissufficient.
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BankingInordertoreceivedirectdepositpaychecksfromKPMG,youmustsetupaUKbankaccountandforwardtheaccountdetailstoHumanResourcesatKPMG(theywillsendyouformstocompleteviaemail.)TheeasiestbanktoregisterwithisLloydsofLondon.ThereisabranchdirectlyacrossthestreetfromFordhamUniversityLondonCentre.
LloydsofLondon-KensingtonHighStreet112KensingtonHighStreet
London,W84SN
Howtosetupanaccount
1) DropbyorcalltobookanappointmentatLloydsofLondonandtellthemyouwouldliketoopenupanaccount
2) Makesuretobringwithyoutothemeetinga. Yourpassportb. YourpaperworkwithyouCASreferencenumberonitc. YourUSdriverslicence/IDcard
*ItisimportanttogivethebankaUKmailingaddress.ThisistheaddressinwhichLloydswillsendimportantinformationsuchasyourdebitcard.UsetheFordhamUniversityLondonCentremailingaddress:
FordhamUniversityLondonCentreAttn:YOURNAME
23KensingtonSquareLondon,UKW85HQ
*Makesuretosetupabankaccountassoonaspossible(firstfewdaysinLondon).AfterHumanResourceshasyourbankaccountinformationyouwillbegintoreceivepaymentsaboutonceaweek.
Yourbankaccountattheendofthesemester
1) Option1istokeeptheaccountopen.Youneverknowwhenyouwillbeback!2) Option2closetheaccountandtransfermoneytoanotheraccount(eitherphysicallyor
throughthebank).BeawareofthedateyouclosetheaccountbecauseyoustillwanttogetpaidforyourlastweekatKPMG!
**Ofnote:thereisnoneedtoworryaboutpayingtaxeshereintheUK.YouarenotintheUKlongenoughanddonotmakeenoughmoney.
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TransportationYouwillconstantlybetravellingfromPointAtoPointBandinthissectionweoutlinesomeimportanttransportationtips.
Citymapperisahelpfulapptodownloadbecauseyoucansimplypluginwhateveraddressyouwouldliketogotoandthebestpublictransportationrouteisdisplayed.ItalsoautomaticallychangeswhenyougotoadifferentcountrysothatitcouldbeusedinareasoutsideLondon.Googlemapsisalsouseful.
18+PhotoOysterCard
Dependingonyourclass,workandsocialschedule,itwillmostlikelybecosteffectivetopurchasean18+Oysterphotocard(LondonequivalenttoaMetroCard.)ThestudentOystercardgrantsyou30%offofweeklyormonthlypassesfortheOystercard.FollowthelinkbelowtomakeanaccountandapplyforastudentOystercard.Theprocesswillalsorequiresomeuniversitydocumentation.
https://photocard.tfl.gov.uk/tfl/showLogon.do
*London’stubemapissplitintodifferent“zones.”Thereisnoflatfeefortravellingonthetube—itdependsonwhichzoneyouaretravellingto.Mostlikely,purchasinganunlimitedpassforzones1and2willgetyouaroundallofthemajorplacesinLondon(school,work,majortouristspotsforabout£87permonth)
LinktoaTubeMap:
http://www.tfl.gov.uk/cdn/static/cms/documents/standard-tube-map.pdf
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GettingtoWork
KPMGAddress:15CanadaSquareLondonE145GL
FromFordhamUniversityLondonCentretoKPMG(45min–60min)
1. WalktoHighStreetKensingtonStation2. TaketheEastboundCirclelinetraintoWestminster3. AtWestminster,changetotheEastboundJubileelinetrainandgetoffatCanaryWharf
**YoudonothavetoexitthestationtogettotheKPMGoffices.Exitunderneaththesignthatreads“CanadaSquareOfficesandShops”andtaketheescalatorup.Followthehallwayallthewaydown,untilyouseetheKPMGofficesontheright.
FromKPMGtoFordhamUniversityLondonCentre(45min–60min)
1. WalkdownstairsandtaketheWestboundJubileelinetraintoWestminster2. AtWestminster,ChangetotheWestboundCirclelinetrain.3. GetoffatHighStreetKensingtonstation.
Nomatterwhereyouarecomingfrom,justrememberthatCanaryWharf(KPMGoffice)areontheJUBILEELINE.Therereallyisn’tanotherwaytogettotheoffice.
MobilePhoneThereareacouplewaystogainaccesstocellserviceduringyourtimeinLondon.
1. BuyandinternationalplanwhileintheUnitedStates.(Prettycostly)2. UnlockyourUScellphoneandbuyaSIMcardwhenyougettoLondon(recommended)
a. giffgaff.comandthree.co.ukaretworecommendedprovidersb.“3”storesarephysicallocationswhilegiffgaffisonline.Thusyoumusteithervisita
storeorwebsitetopurchaseaSIMcard.Youthen“topup”(addvalue/money)totheSIMcardwithmoneyand/orpurchaseamonthlyplan.
*Therearenocontracts--itisquitesimple*KeepinmindthatiMessage/FaceTime,Whatsapp,Viberetc.onlyusetheinternet.Youmightconsiderjustbuyingadataplan.*Thismethodwillonlyworkifyourphoneisunlocked!(AlliPhonegenerationsfrom5sonarealreadyunlocked).
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IntroductiontoKPMGUK
Hours
Theguidelineforthenumberofhoursinthepasthasbeen13-15perweek.Dependingonyourschedulethiscanbedoneintwoorthreedaysperweek.YourschedulewillrelyontheclassscheduleGrahamcreateswhichhappensjustafewdaysbeforethetripstarts.Itisbesttocreateaconsistentschedule.Thiswillalloweveryoneintheofficetoappropriatelyplanoutwhentheycanrelyonyoutocompleteprojects.Ofnote,themaximumis20hoursaweekandyoushouldavoidfallingbelow12hours.However,therewereweekswheretheGabelliLondonprogramschedulestripswhichtakeprecedentoverKPMG.OncethesedatesarereleasednotifyJonandwhoeveryoumaybeworkingdirectlywithatthattime.PleasenotethetripsthatyouplanshouldnottakeawayfromyourhoursatKPMG.Thehierarchyofyoursemesterwouldbe:Class,GabelliLondonEvents,KPMG,andthenPersonalTravel/Activities.
Inordertogetpaidyouwillneedtofillouttwotimesheetsonaweeklybasis.First,filloutyour“iTime”timesheet.Yourcodewillbe“WorkExperience”andthenyouwillinserttheappropriateworkshoursandbreaks.ThenfilloutyourSAPtimesheetwhereyourcodewillbeAdministrative(AA).Joncanhelpyoufigurethisoutthefirsttimeyoudoitasitisabittricky.AfterfillingoutthetimesheetstheywillbesenttoJonforapprovalandwhenheapprovesthemyouwillbesentanemail.
**Ofnote,ifthemonthendsinthemiddleoftheweekyouwillneedtofillouttwo“iTime”timesheets.
Dresscode
Men:SmartCasualisthedresscode,butbeawareitisabitdifferentintheUK.Onmostdaystheguyswearsuits,butwithoutthetie.Bringatleast2suitswithyoutoalternate.Itisalsoacceptabletowearjustadressshirtwithoutthejacket,orasweaterwiththedressshirtunderneath.Forshoes,atleastonepairshouldbeblack.
Women:Again,thedresscodeissmartcasual.Lookprofessionalandputtogether.Asuitisnotnecessaryeachday,however,skirts,blouses,sweaters,etc.are.
Onthefirstday,come“suitedandbooted.”
Itisbesttoalwayshaveajacket/blazerandtiewithyouastheywillberequiredintheeventthatChrisinvitesyoutoaclientmeetingortocertainevents.Theydon’tneedtobealwaysworn,but
havingthemiskey.Youdogetalockertostoreanyitemsyouneed.
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MakingtheMostofYourTimeatKPMG
Youaregiventheopportunitytoworkataglobal,prestigiousfirmatsuchanearlystageofyourlife—takeadvantageofit!ViayourKPMGemail,youwillreceivefirm-wideemailsandbeinvitedtocompanyevents.Readtheemails.Gototheevents.Inaddition,askChrisHoganifyouwouldbeabletotakealookathiscalendarandtagalongtoclientmeetingsandotherseniorlevelengagements.ImmerseyourselfasmuchaspossibleinthecultureofKPMGbothinsideandoutsidetheoffice.
KPMGLingo
Atlas-KPMG'smandatorytaxcompliancetrackingsystem,usedforalltaxcomplianceengagements.Ittracksthestepsofthetaxreturnprocess,monitorstheduedatesencounteredintheannualtaxreturncycleandprovidesduedateandmanagementreports.
***Agreatresourcetousewhenfindingaclient’staxdetailsandpersonalinformation.
Orion-theTaxpractice'sintranet-baseddocumentmanagementsystem,enablestaxprofessionalstoelectronicallystore,retrieve,andsharedocuments.
***Agreatresourcetousewhenlookingforaclient’sprioryeartaxreturns.
eRooms(KClient)-providesshared,secureworkplacesontheWebfordistributedprojectteamstodotheirwork.eRoomenablesyourteamtodiscussideas,shareinformation,andmakedecisions,allwithinacentrallocation.eRoomalsooffersbuilt-inenterprisecontentmanagement,thusenablingtheintegrationofcontentandcollaborationinyourworkprocess.
***Usedtouploaddocumentsthewholeteamneeds.
Tips-
• Makesuretoaskforaccesstokclient,Atlas,andOrionassoonaspossible.AmajorityoftheworkyoudoatKPMGwillinvolvetheseproprietarysystems.
• BrushuponyouMicrosoftOutlookknowledge.YouwilluseOutlooktocommunicatewithcolleaguesandwillbeexpectedtokeepyourOutlookCalendaruptodatesotherestoftheoffice.
• ThinkbacktoeverythingyoulearnedinInformationSystems1regardingMicrosoftExcel.Itwillallbeusefulinyourtimehere.
• Daytodayproductivenessisimportant.Youwerehiredwiththeexpectationtogiveyourbesteffort100percentofthetime.Someofyourworkissentouttoclientsorgovernmentagenciessoaccuracyisvital.Alwaystakethetimetodouble,ifnottriplecheckeverythingyoucomplete.
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StudentLife
Travel
Booking:WaittobookallofyourtripsuntilyougettotheUKandmeetsomepeopleonthetrip.Youwillwanttotraveltogether.TobookflightstwoofthebetteroptionsareSkyscannerandKayak.Asforwheretostayovernight,Airbnbandhostelshavebeenthebestoption.Airbnb’soffermoreprivacy,whilehostelsoffertheclassicbackpacker/touristexperience.Inadditiontoplanningtripsafewweeksinadvance,trytobookflightsoneitherSundaysorTuesdaysasthesedaystypicallyhavethelowestrates.
Locations:Europeisatyourfingertips.Londonisanincrediblejumpingoffpoint.SomepastdestinationsforFordhamstudents,Edinburgh,Brussels,Paris,Amsterdam,Copenhagen,Lisbon,Madrid,Barcelona,Morocco,Berlin,Prague,Budapest,Vienna,GenevaandtheschoolorganizesatriptoRome.
**TaketimetoenjoyLondonandtheUK.Manystudents’biggestregretisnotspendingenoughtimehere.TherearemanygreattownstovisitthroughouttheUKanddoingsowillgiveyouaperspectiveontheUKthatextendsbeyondyourLondonexperience.
BalancingItAllBalancingwork,school,livinginaforeigncountry,andEuropeantravelwillabsolutelybestressful.Youwillmostlikelyhavetosacrificesomeofyoursociallifeandafewwell-restednightsinordertohaveasuccessfulbalance.Justremember,workandschoolcomefirst.Youweregiventhisonceinalifetimeopportunityandarebeingheldaccountablefortheresponsibilityyoutookon.It’sachallenge,butyouwerechosenbecauseyouarecompletelycapableoftakingitheadon.Withthatbeingsaid,ENJOYYOURSELF!Youwillmostlikelyneverhavetheopportunitytolive,
work,study,andtravelaroundEuropefor5monthswithalargegroupoffriendsagain.
Tips-
• TimeManagement-useyourOutlookandpersonalcalendartoscheduleouttimestofinishschoolworkandKPMGwork.Onceyougetyoursyllabiputallassignmentsintoyourcalendar.Thingswillgethecticasthesemesterprogressesandprofessorsarenotalwaysthebestwithcommunicationregardingassignmentdeadlines.
• Understandthereisatradeoff(classvsworkvssocial)• Beproactive.Scheduleoutplaneticketsanddaysyouaregoingtogointoworkagainst
yourschoolschedule.ItisverypossibletoseelotsofEurope,getgoodgrades,andcontributeexcellentworkatKPMG.
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ContactsStillhavequestions?Belowisalistofcontactsofpeoplethatwouldbemorethanwillingtohelpwithlingeringquestionsyoumightstillhave.StudyabroadinLondonandworkingatKPMGisanamazingexperiencethatwillintroduceyoutosomanydifferentexperiences.Itismostdefinitelyalottotakeon,butyouwerechosenbecauseyoucandoit!Enjoyyourtimehereandmakethemostofit.Itgoesbyquickly!
KPMGUKConnections
ChrisHogan–PartnerGlobalMobilityServices,Tax–[email protected]
• FordhamAlum
JonNolan–ClientAccountExecutive,Tax–[email protected]
CaroleRoney–Administrator,Tax–[email protected]
KPMGUSA–FordhamConnections
ClaireDiCiuccio–Interned2015–[email protected]
AndrewFreire–Interned2015–[email protected]
RyanMarquis–Interned2015–[email protected]
TroyD’Amico–Interned2014–[email protected]
ChristianTrigani–Interned2014–[email protected]
Matthew(Matt)Calabrese–Interned2013–[email protected]
MarisaDiRocco–FordhamCampusRecruiter–[email protected]
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NextStepsThisexperiencecanbeleveragedforfurtheropportunitieswithKPMG.MarisaDiRoccowillbeyourmainpointofcontactifyouwishtopursuealeadershipprogramorinternshipwithKPMG.BesuretoreachouttoherbeforeyouleaveforLondonregardlessofyourlevelofinterestinKPMG.Shewillprovideanindepthoverviewofopportunitiesandtheirdeadlinesatthefirm.
Someimportantdeadlines:
Advisorysummerleadershipprograms:Designedforstudentsbetweensophomoreyearandjunioryearpursuinga4yeardegree.ApplicationclosesMarchofsophomoreyear.
Audit/Taxsummerleadershipprograms:Designedforstudentsbetweenjunioryearandsenioryearwhoarepursuinga5yeardegree(s)/CPA.ApplicationclosesinMarchofjunioryear.
Advisorysummerinternshipprogram:Designedforstudentsbetweenjuniorandsenioryearpursuinga4yeardegree.ApplicationclosesinSeptemberofjunioryear.
Audit/Taxsummerinternshipprogram:Designedforstudentsbetweensenioryearandyear5pursuingaCPA.ApplicationclosesinSeptemberofsenioryear.
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Now,it’suptoyou.OurintentistopassthisguideontoeachsemesterofKPMGinternsinLondon.Afteryouaredonewithyoursemesterabroad,pleasereviseandupdatethisguidewithwhateveryouthinkwouldbeusefulforthesucceedinginternsandpassitontoyourmanageratKPMGUK.
GoodLuckandHaveFun!Itwillbeawhirlwindofasemesterandbytheend,you’llbeexhaustedandwishingthetimedidn’tgobysoquickly.
-YourFellowFordhamKPMGInterns