Summary
Overview
Work history
Education
Skills
Custom
Personal Information
Affiliations
Timeline
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Charlie Cloke

London

Summary

US/UK tax senior associate with over 3 years of practical and technical experience working in US/UK compliance and advisory. I am currently EA qualified and have passed the written exams for ATT with only the CBE's left to complete. I am currently looking to for a new challenge to further help develop my skills and knowledge of US/UK tax whilst working in a dynamic team and dealing with a wide range of clients. My primary focus is to offer proactive, bespoke and efficient compliance/advisory services to high net worth individuals as their main point of contact. I am a highly motivated individual with a passion to learn new things within the US/UK industry.

Overview

3
3
years of professional experience

Work history

Senior Associate

Blick Rothenberg
11.2024 - Current
  • First point of contact for 20+ high net worth individuals, responsible for their entire compliance process.
  • My portfolio of clients whilst at the firm ranged from £75K - £150K in annual billable work.
  • Communicating to tax authorities (HMRC and IRS) on clients behalf on issues such us abatement of penalties
  • Reviewing workpapers, US/UK tax returns and accompanying transmittal letters, providing feedback/areas of improvements to junior members of staff. Once complete these would be sent to a manager where they would be ready to send to the client
  • Assisting senior members of staff with more complex compliance work (account/remittance analysis) and advisory pieces such as pre-UK residency advice.

Tax Assistant

Blick Rothenberg
06.2023 - 11.2024
  • Preparation of a variety of US tax returns (1040) including non-resident (1040-NR) and amended returns (1040-X) and if required preparing state returns.
  • Preparation of accompanying forms such as Form 8938, Form 8621 - Passive Foreign Investment Company reporting and Form 926 - Certain transfers of property to a foreign corporation.
  • Attend potential new client meetings with a senior member of staff taking notes on the clients current situation to build an appropriate fee quote.
  • Be a buddy to two junior members of staff helping them with any tax and non-tax related queries they may have.

Assistant Tax Advisor

Hansen Sweeney
04.2022 - 06.2023
  • Preparing a variety of forms such as 2555, 8938 and 8621 to accompany a 1040 US Tax return.
  • Preparing UK tax returns, both on remittance and arising basis, as well as returns for non residents and split year residents.
  • Central point of contact for a variety of 30+ individual clients, including gathering of all information for their tax returns and any queries they may have.
  • Dealing with potential new clients, setting up telephone/virtual calls or meetings and preparing engagement documents for clients who are signing up with the company.

Education

Bachelor of Science - Financial Mathematics with a Year Abroad (First with Hons)

University of Hertfordshire

Wilmington Grammar School for Boys

Skills

  • Proficient in CCH Axcess / Prosystems (US) and IRIS / CCH Central (UK) tax software in preparing and reviewing US and UK tax returns respectively
  • Strong Microsoft office skills including Word and Excel
  • Ability to prioritise workload to ensure work is completed for strict deadlines
  • Attention to detail in preparing returns, highlighting any potential risks or inconsistencies with prior returns
  • Delivery of high quality client service regularly responding to emails and calls within 24 hours
  • Effectively and efficiently chase clients and 3rd party providers for required information throughout the year, ensuring that 'pinch points' are avoided

Custom

Personal Information

Affiliations

  • Playing and watching sports such as American Football (Minnesota Vikings fan) often collecting memorabilia from various players and years.
  • Travelling, after spending a year in the US (Connecticut) as part of my degree, I have loved travelling and love to see as many places as possible

Timeline

Senior Associate

Blick Rothenberg
11.2024 - Current

Tax Assistant

Blick Rothenberg
06.2023 - 11.2024

Assistant Tax Advisor

Hansen Sweeney
04.2022 - 06.2023

Bachelor of Science - Financial Mathematics with a Year Abroad (First with Hons)

University of Hertfordshire

Wilmington Grammar School for Boys

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Charlie Cloke