Part Qualified Accountant

Education/Qualification

• On Going – Completed 3 out 13 ACCA Exams, further booked for June 2025

• 2022 – Level 4 AAT Professional Diploma
• 2019 – Level 3 Apprenticeship in Accounting Institute for Apprenticeships
• 2016 Marple College – A Levels in PE, Business Studies

Systems used

• Excel including Lookups / Pivots / Sums
• CCH
• Sage
• QuickBooks
• Xero

Career Summary

Dates – March 2024 – Present

Candidate took a gap year in Europe and beyond – enabling him to build resilience, improve communication abilities, and gain a broader perspective.

Most Recent Employer – Accountant

Position – Semi-Senior Practice Accountant

Dates – November 2016 – February 2024

• Based in a busy team and reported to the manager
• Worked with a range of clients including Limited Companies and Sole Traders – turnovers up to circa £1m – in a variety of businesses including property and construction
• Prepared Self-Assessment and Corporation Tax returns for clients
• Responsible for the preparation of year-end accounts for sole traders, limited companies, and partnerships
• Prepared and delivered timely VAT returns for over forty clients
• Responsible for regular weekly bookkeeping for multiple clients
• Liaised with clients face to face and over the telephone to resolve queries
• Supported and trained junior members of staff in various processes of accounting systems, monitoring their performance to ensure compliance
• Prepared budgets and analysed chargeable time to support clients thus billing efficiently and effectively

Previous Employer – Former Department Store

Position – Sales Assistant

Dates – August 2015 – October 2016

• Utilised strong customer service skills to serve customers in a polite and respectable manner
• Monitored and maintained stock levels and restocking
• Operated tills, processed payments and balanced the tills daily