Detail-oriented team player with strong organisational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
1
1
year of professional experience
10
10
years of post-secondary education
Work history
Accountant
Page Kirk LLP
Nottingham
09.2022 - Current
Preparation, completion and filing of self-assessment tax returns for individuals, sole traders and partnerships.
Involvement in high level ad-hoc queries of individual clients (e.g. inheritance tax advice, incorporations, profit forecasting).
Preparation of sole trade and partnership accounts.
Review of sole trade and partnership accounts.
Preparation of limited company accounts.
Accounts & Tax Trainee
Page Kirk LLP
Nottingham
09.2022 - Current
Independently conducting client meeting for both existing clients and new client leads. This includes personal visits to their homes.
Training up new junior staff members on both firm processes and technical aspects of their roles.
Budgeting jobs and assigning tasks to junior members of staff.
Overseeing work performed by junior members of staff and closely involving myself in their development.
Developed competency in cloud accounting software (QuickBooks, Xero, Sage).
Strong understanding of personal tax matters for a variety of clients (high net worth individuals to small sole traders/partnerships).
Billing clients in accordance with firm policy.
Independently seeking out opportunities for billing for ad-hoc work (capital gains tax returns, inheritance tax planning).
Review of fellow colleagues work.
Responsible for overseeing departmental correspondence and ensuring this has been followed up by the relevant accounts/tax senior.
Preparation and publication of departmental monthly statistics to enable greater control and insight into firm efficiency.
Use of departmental stats to determine where workflow can be better managed and seek out opportunities for billing and improvement of cash flow by inducing clients to deliver their information in a more timely manner.
Analysis of WIP ledgers to ascertain potential overruns and where recoveries can be obtained.
Education
ACA (part qualified) -
ICAEW
09.2018 -
CTA -
CIOT
09.2018 -
Bachelor of Science - Industrial Economics with Insurance
University of Nottingham
Nottingham
09.2015 - 09.2018
A-Levels -
Bilborough College
Nottingham
09.2013 - 09.2015
GCSEs -
Nottingham High School
Nottingham
09.2008 - 06.2013
Skills
Journal entry preparation
Bank account reconciliation
Corporate compliance
Balance sheet reconciliations
UK GAAP knowledge
Billing analysis
Aged debt reporting
Languages
English
Native
Timeline
Accountant
Page Kirk LLP
09.2022 - Current
Accounts & Tax Trainee
Page Kirk LLP
09.2022 - Current
ACA (part qualified) -
ICAEW
09.2018 -
CTA -
CIOT
09.2018 -
Bachelor of Science - Industrial Economics with Insurance