Tax Assistant

Education/Qualification

• ACCA Part Qualified – one result and three exams outstanding – self funded
• 2021 – Manchester Metropolitan University- 1^st Class Honours in Accounting and Finance
• 2018 – Bury College- BTEC Level 3 in Business
• 2017 – GCSEs- English and Mathematics

Systems used

• Excel including Lookups / Pivots / Sums
• CCH
• Power BI
• TaxCalc
• IRIS
• FreeAgent
• Kashflow
• Xero
• Sage

Career Summary

Current Employer – SME Services, Manchester

Position – Tax Assistant

Dates – August 2024 – Present

• Reports to the Tax Senior – Managing a portfolio of high-net-worth individuals and reviewing their tax affairs to identify potential efficiencies, reliefs, and ad hoc tax advice opportunities
• Responsible for the preparation and submission of differing complexity tax returns to deadlines ensuring compliance with monthly billing targets
• Uses a range of tools including CCH and Power BI to drive the tax return process and workflow management
• Acts as an agent and consulting with HMRC and third parties on behalf of clients and colleagues

Reason for Leaving:  Would like to return to mainstream accounting within Practice

Previous Employer – Contracting Accountants, Bolton 

Position – Accountant

Dates – December 2022 – August 2024

• Reported to the Senior Manager
• Managed a portfolio of 120 clients of varying sizes and acted as their dedicated accountant
• Performed daily bookkeeping activities, preparing VAT returns and running quarterly account reviews for clients
• Year-end accounts preparation for Limited companies under FRS102 and FRS105 and sole trader accounts from client accounting records
• Completion of Corporate, Personal Tax returns and processing payrolls for clients with a maximum of fifteen employees
• Responsible for providing appropriate training to trainees

Reason for Leaving: Wanted to specialise in Tax

Previous Employer – Charted Accountants– Accounting

Position – Accountant

Dates – August 2022 – December 2022

• Prepared of Annual accounts for sole traders, partnerships, and limited companies – free lancers, solicitors, journalists, contractors – with associated tax computations and returns
• Conducted bookkeeping activities including journal postings and ledger reconciliations
• Corresponded with clients face to face, phone, and email to keep accounting records and conducting bank reconciliations
• Assisted with administrative duties including filing, answering the telephone and support the team to meet deadlines as required

Reason for Leaving: No training contract on offer

Previous Employer – Supermarket

Position – Finance Associate

Dates – September 2021 – August 2022

• Prepared monthly balance sheet reconciliations for 4 accounts
• Budgeted and forecasted for relevant payment channels
• Prepared of month end accruals and submission of weekly and periodic journals
• Supported with internal and external audit deliverables
• Daily reconciliation of settlements from acquirers to identify any variances, holding them accountable and ensuring compliance with requirements and deadlines
• Produced periodic acquirer compliance KPI reports for the management team
• Answered refund queries and processing petty cash requests from stores across the United Kingdom and Ireland
• Ensured consistent documentation of all key tasks and activities through process mapping