Accomplished finance professional with expertise in financial accounts, corporation tax, personal tax, and VAT returns. Proficient in managing payroll and pensions, CIS returns, and P11Ds while adeptly handling HMRC enquiries. Skilled in utilising Xero, CCH, QuickBooks, NetSuite, and advanced Microsoft Excel for efficient client relationship management and time management. Committed to leveraging skills to enhance financial operations and drive organisational success.
Overview
10
10
years of professional experience
Work history
Accounts & Tax Trainee
The Academy Partnership Limited
2022.09 - Current
Prepared corporation tax computations and returns for companies with net assets exceeding £2 million, contributing to accurate reporting and tax compliance.
Prepared personal tax returns and P11Ds, delivering timely submissions and ensuring compliance with regulations.
Resolved formal HMRC VAT enquiries directly, including successfully challenging an incorrect assessment that reduced a client's tax liability
Completed nearly a dozen monthly VAT returns accurately and on time, ensuring compliance and client satisfaction.
Prepared monthly CIS returns accurately and within statutory deadlines
Owned client call and email communication, supporting timely, high-quality engagement.
Managed spontaneous client requests through proactive prioritization and efficient scheduling.
Set-up, Management and preparation of Payroll and Pensions
Highly proficient with Xero and CCH and Excel
Experienced with QuickBooks and NetSuite
Experience answering complex Client questions using Croneri
Use AI productivity tools to improve research, drafting and administrative efficiency
Administrator
Jackie Kerr Recruitment
2022.07 - 2022.09
Managed client liaison to address inquiries and ensure satisfaction with services
Conducted data research and analysis to inform decision-making and support client projects
Executed sales calls to promote offerings and facilitate client engagement
Email and Document Transcription
Creating Adverts for Jobs
School Staff - Accounts Assistant
YWAM Norway
2021.09 - 2022.06
Tracked expenditures and drafted bills to ensure financial accuracy
Account Management up to £28,000
Managed budget for 2-month charity outreach, facilitating successful fundraising efforts
Creating schedules and keeping teams on track
Organised and led teams in diverse tasks to achieve project objectives
One on one and group mentoring of Students
Construction Worker
2021.06 - 2021.09
[Temp]
Youth worker in Norway
2021.01 - 2021.06
Temp
Night-shift Mail Distributor
2020.12
Temp
Data Management
2020.11
Temp
Newspaper Delivery
2016.09 - 2020.10
Temp
Catering Assistant
2018.06 - 2020.08
Temp
Private Art Tutoring
2018.09 - 2019.07
Temp
Education
ACA – Professional - Assurance, Risk and Reporting
Reed Business School
ACA – Professional - Fundamental Case Study
Reed Business School
ACA – Certificate - Assurance Risk Fundamentals
Reed Business School
ACA – Certificate - Business Law
Reed Business School
ACA – Certificate - Tax Fundamentals
Reed Business School
AAT Level 4 Diploma - Professional Accounting
Abingdon & Witney College
AAT Level 3 Diploma - Accounting
Abingdon & Witney College
AAT Level 2 Certificate - Accounting
Abingdon & Witney College
A Level - Biology
Home School
A Level - Law
Home School
A Level - Economics
Home School
AS Level - Computer Science
Home School
IGCSE - Biology
Home School
IGCSE - Physics
Home School
GCSEs - Maths
Home School
GCS - History
Home School
GCS - Chemistry
Home School
GCSE - Computer Science
Home School
GCSE - English Language
Home School
GCSE - English Literature
Home School
Skills
Financial Accounts
Corporation Tax
Personal Tax
VAT Returns
CIS Returns
Payroll & Pensions
P11Ds
HMRC Enquiries
Xero
CCH
QuickBooks
NetSuite
Microsoft Excel (Advanced)
Time Management
Client Relationship Management
Timeline
Accounts & Tax Trainee
The Academy Partnership Limited
2022.09 - Current
Administrator
Jackie Kerr Recruitment
2022.07 - 2022.09
School Staff - Accounts Assistant
YWAM Norway
2021.09 - 2022.06
Construction Worker
2021.06 - 2021.09
Youth worker in Norway
2021.01 - 2021.06
Night-shift Mail Distributor
2020.12
Data Management
2020.11
Private Art Tutoring
2018.09 - 2019.07
Catering Assistant
2018.06 - 2020.08
Newspaper Delivery
2016.09 - 2020.10
ACA – Professional - Assurance, Risk and Reporting