Donald Kilpatrick
Clarkston
Summary
Detail-oriented Private Client Tax Assistant with 2 years of experience in managing comprehensive tax compliance for a diverse client portfolio. Proven track record of delivering precise, client-focused solutions in personal tax and advisory services. Skilled in independent project management and collaboration with teams on high-value initiatives. Currently completing ICAS training, having successfully passed all Knowledge and Skills exams.
Overview
7
7
years of professional experience
Work History
Private Client Tax Assistant
Johnston Carmichael
Glasgow
08.2023 - Current
- Manage the compliance cycle for 300–400 private clients, including the preparation of personal tax returns, 60-day CGT submissions, and the provision of IHT advice.
- Provide tax advice on straightforward issues, and draft tax research for senior review on complex matters.
- Assist other offices within the firm as needed, contributing to cross-office collaboration and support.
- Led the successful delivery of the McCloud Judgment Remedy project, identifying all affected clients, liaising for information, and maintaining accurate records — resulting in approximately £80,000 in additional fees and positive client outcomes.
- Support miscellaneous advisory projects, showcasing adaptability and client service focus
Customer Assistant
Morrisons PLC
03.2019 - 03.2023
- Stock checking and stock orders.
- Team leadership.
- Stock replenishment.
- Completing and filing paperwork correctly.
Education
BA - Accounting and Finance
University of Strathclyde
06.2023
Higher -
Williamwood High School
06.2019
Skills
- Motivation
- Software Proficiency
- Analytical Skills
- Problem-solving
- Mentoring and training of junior staff
- Strong communication and interpersonal skills
- Teamwork and collaboration across departments
- Project management and organisational skills
- Adaptability and willingness to take initiative
Hobbies and Interests
- Playing various different team sports such as football and rugby.
- Travelling and learning about other cultures and ways of life.
References
Academic transcript and references available upon request.
Timeline
Private Client Tax Assistant
Johnston Carmichael
08.2023 - Current
Customer Assistant
Morrisons PLC
03.2019 - 03.2023
BA - Accounting and Finance
University of Strathclyde
Higher -
Williamwood High School