
Tax Assistant
About Candidate
Education/Qualification
- ACCA Part Qualified – one result and three exams outstanding – self funded
- 2021 – Manchester Metropolitan University- 1st 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