ACCA- Qualified Accountant

Education/Qualification

• ACCA – Qualified Accountant
• 2013 – BA (hons) Accounting & Finance, 2:1
• 2010 – A Levels in Accounting, Law and Psychology
• 2007 – 8 A-C including English and Mathematics

Systems used

• Excel
• Digital Personal and Corporate Tax
• SAPA
• Sage
• Free Agent
• IRIS
• Sales Force
• Xero
• QuickBooks

Career Summary

Current Employer – Practice

Position – SME Senior

Dates – September 2021 – present

• Yearend accounts prepared for a wide range of client based in varied sectors up until manager review – turnovers up to £16m
• Confidently review and prepare VAT returns and statutory accounts for SMEs along with Corporation Tax computation, capital allowance calculation and losses utilisation, liaising directly with associate directors on all client financial matters
• Frequently dealing with client internal accounting team to provide adjusting journals for their year-end and management accounts
• Dealing with client ad hoc queries on accounting treatments and corrections for errors incurred on their accounting system
• Strongly communicate with clients and their accounting departments to extract financial information for statutory accounts preparation, reviewing quarterly VAT prior to submissions
• Working with a wide range of clients from different business backgrounds such as hospitality, healthcare, solicitors, technologies, manufacturing – establishing a diversified experience in accounting
• Confidently communicate with businesses principals and their staff to provide advice on any ad hoc queries from adjustments to their accounting systems such as fixing debtors/creditors and fixed assets to yearend adjusting journals
• Preparing monthly management account and cashflow
• Involved in mentoring juniors regarding technical skills and supporting their interpersonal skill development

Previous Employer – Practice

Position – Client Manager

Dates – October 2017 – September 2021

• Preparation from incomplete and complete records: bank reconciliation analysis sales and purchases invoices to complete client year ended accounts or VAT returns
• Acting as main point of contact with the client, providing commentary and liaising with HMRC on client behalf
• Learning and adapting quickly with the fast-paced environment and worked well with colleagues – communication prior to starting a job is significantly vital
• Successfully completed numbers of VAT returns and accounts for sole traders, partnerships and Limited companies in the right time manner and filing deadline

Previous Employer – Practice

Position – Trainee Accountant

Dates – August 2016 – March 2017

• Completed bank reconciliation, analysis sales and purchases invoices to complete client year ended accounts or VAT returns
• Accounts prepared up until draft stage, ready for partner review with client, along with any queries to be discussed
• Able to finalise accounts along with tax computations and any final journals required
• Liaising with clients via telephone and email with any queries in relation to completion of their accounts.
• Completion of Vat return- standard, Flat rate scheme
• Systems used: SAPA: Sage Accounts Production advance, Sage 50- Basic 

Previous Employer – Practice

Position – Semi-Senior Accountant

Dates – October 2015 – August 2016

• Internal promotion following on from previous role at Umbrella Accountants
• Managing a client portfolio of over 300 clients – consisting of limited companies
• Preparation, review and file company accounts and tax computations
• Preparing end of year accounts i.e. Trial balance, balance sheet and Corporation Tax in accordance with accounting laws and regulation up until submission
• Preparing cessation accounts, completing DS01 forms for closing a company
• Reviewing and authorising work by the assistant accountant such as VAT return calculations before being sent to client for approval
• Acting on behalf of the client to external bodies such as HMRC, when completing vat investigations.
• Building strong client base relationship and interacting via email and telephone

Position – Assistant Accountant

Dates – March – October 2015

• Invoices and expenses updated on to client cloud FreeAgent portal as instructed
• Responded to emails and answered phone calls daily
• Filing annual returns to Companies House
• Advising clients on allowable expenses, non- allowable expenses, bank reconciliation and requesting for missing information to help aid the accountant with year-end procedures
• Dealing with issues and complaints daily
• Preparing quarterly VAT returns for client in strict deadlines
• IT systems used: FreeAgent, Digital Practice management

Previous Employer – Practice

Position – Tax Assistant

Dates – April 2014 – October 2014

• Managing the whole transactional process relating to receipts and processing of CIS Self-Assessment Tax Returns right through to the refund process being processed from HMRC
• Interacting with HMRC daily
• Creating Personal Tax computations
• Communicating and reporting issues to Head of Accounts/ Director
• Effectively communicating to clients any queries and issues relating to their Self-Assessment Tax Returns, ensuring all tax returns are produced within agreed timelines
• Data Entry: Ensuring all stages of the Self-Assessment Tax Returns process were effectively and accurately reflected in Sales Force to facilitate successful management of the Self-Assessment Tax Returns project

Previous Employer – Global Technology

Position – Accounts Clerk

Dates – February – March 2014

• Creating large volumes of POs, inputting project codes and producing Vouchers for Accounts Payable account
• Using Deltek to process employee Time & Expense sheets
• Interacting with employees to solve queries with time sheets
  
  

Previous Employer – Financial Services

Position – Trainee Tax Assistant

Dates – October 2013 – January 2014

• Using online systems to process all employee payments- VT transactions,
• Bookkeeping / Expenses