IMRAN SHAH BAcc FCPA FAIA
Hamilton,South Lanarkshire
Summary
Accomplished professional with expertise in financial management and client account oversight, proficient in IRIS, SAGE 50, and Sage Advance Accounts. Demonstrates resilience under pressure and excels in leadership roles, fostering team collaboration and development. Skilled in financial reporting, bookkeeping, and customer relationship building, with a strong focus on training and development. Career goals include leveraging leadership skills to drive organizational success while enhancing client satisfaction.
Loyal employee with solid understanding of training and mentoring employees. Dedicated team player, proactive and hands-on in task completion.
Hard-working accountant with strong organisational skills. Achieves company goals through exceptional planning and prioritisation.
Overview
21
21
years of professional experience
Work history
MANAGER
APEX SERVICES
Glasgow, Strathclyde
2017.07 - 2025.08
- Preparation of yearly accounts for sole-traders and limited companies
- Processing clients books and records through cloud software.
- Preparing Personal tax Returns and Corporation Tax Returns.
- Liaising with clients, staff and Tax Inspectors
- Secured new business opportunities with successful networking events.
- Delivered high-quality products to increase customer satisfaction.
Assistant accountant
NELSON GILMOUR SMITH CHARTERED ACCOUNTANTS & REGISTERED AUDITORS
Glasgow, Glasgow City
2014.09 - 2017.06
- Preparing accounts for Sole Traders, Limited Company Accounts and Partnership Accounts from Clients Books and Records/Cash-Book or SAGE 50 Trial Balances.
- Clients are predominately Pharmacists, Dentists, Directors of Companies and other SME’S - ranging from 2 million turnover to 35000 turnover.
- Reconciling Cash-Book to the Bank
- Reconciling Trade Debtors, Trade Creditors, Accruals, Prepayments, Wages, VAT and Directors Loan Account.
- Preparing HP Agreement Schedule, Loans less than a year and more than a year
- Preparing Corporation Tax Returns, Tax Computations
- Preparing Personal Tax Returns
- Calculating Capital Allowances
- Writing letters to clients informing tax liabilities and other correspondence
- Preparing VAT Returns and Book-Keeping SAGELINE 50
- Independent Examination Reports
- All working notes are referenced with lead schedules for Accounts File.
- Proficient in using SAGE Advance Accounts Production, SAGE 50, Corporation Tax and Personal Tax
- Demonstrated understanding of complex accounting concepts for training new employees effectively.
Accountant
WEST REGENT ACCOUNTANTS
Glasgow, Glasgow City
2011.03 - 2014.09
- Company Overview: accounts/tax management
- Preparing accounts for Hotels, logistics, Contractors, Newsagents, Chinese, Indian Restaurants, & Bars
- Preparation of Sales Invoice Schedule (Excel)
- Preparation of Trade Debtors Reconciliation (Excel)
- Analysis of Bank Lodgments (Excel)
- Analysis of Bank Withdrawals (Excel)
- Preparation of Wages Schedule (Excel)
- Preparation of Vat Reconciliation (Excel)
- Preparation of Accruals and Prepayment schedule (Excel)
- Preparation of Directors Loan Account schedule (Excel)
- Posting figures from the above schedules to Trial Balance (IRIS Accounts Production)
- Calculating Deferred Tax including timing differences between N.B.V and TWDV (IRIS B. Tax) – IAS 12
- Calculating Capital Allowances (IRIS Business Tax)
- Calculating Depreciation and new Assets (Fixed Asset Register)
- Preparing CT600 (IRIS Business Tax), Loan Relationships, CT Tax Computations
- Preparing Personal Tax Returns (IRIS Personal Tax)
- Writing letters to clients informing tax liabilities and other correspondence
- Dealing with Tax Investigations
- Accounts/tax management
Tax Assistant
FREELANCE WORLD ORIGINALLY PART OF ACUMEN
Aberdeen, Aberdeen City
2010.05 - 2011.02
- Worked in this Personal Tax role spending 70% of time on Compliance and 10% Advisory
- Prepared SA100’s for Non Resident Clients who have earnings in the UK– Bilateral Taxation Relief/Unilateral Agreements
- Prepared UK Personal Tax Returns from various sources of client’s income, such as dividends, land property, and self-employment, taking into consideration payment on accounts already made, losses.
- Working through client’s investment portfolio - Gerrards and Rensberg.
- Dealt with DRIP shares and SCRIP shares
- Calculated Gains on Properties and Shares for CGT Purposes
- Liaised with HMRC on a regular basis – SA303 Form, Self-Assessment Statements
- Tax Enquiry Investigations – Employment expenses and SA100 Enquiries
- Dealt with Tax Queries, regarding UK and Foreign Tax
- Checked PAYE Coding Notices
- Prepared R40 Forms
- Set up new clients – Sole Traders, CWFI Form, Explaining and calculating Class 1, Class 2 and Class 4 National Insurance Contributions
- Tax Planning – Sole Trader or being incorporated, Dividend, Salary, and Bonus
- Prepared Income and Expenditure Accounts
- Wrote Tax articles to Newsletters
- Amended Tax Returns submitted to HMRC
- Dealt with clients via phone, email and face to face
- Prepared CT600 and advising payment dates for Corporation Tax
- Reason For Leaving: To Relocate to Glasgow
Accountant
KELTIC CONNECTIONS LTD
Alexandria, West Dunbartonshire
2009.05 - 2010.04
- Company Overview: Accounts Management
- Scottish Restaurant, Coffee Shop, Thornton’s franchise and Bar based in Loch Lomond
- Spent approx 3 days per week working in accounts for 4 establishments in the group including preparation of Management Accounts, VAT and Sales/Purchase/Nominal ledger
- Planned Christmas and Easter Events in the Restaurant – Marketing
- Staff Control, dealt with customers, suppliers, Complaints & Health Environment
- Accounts Management
- Reason for Leaving: relocated to Aberdeen for Tax Role
Tax Assistant
ALEXANDER SLOAN CHARTERED ACCOUNTANTS
Glasgow, Glasgow City
2008.03 - 2009.04
- A medium size CA firm with 2 offices based in Glasgow and Edinburgh, 9 partners and 1 Associate
- Worked 70% of time with portfolio of 200 Personal Tax clients
- Worked 30% of time with Corporate Tax clients across a variety of sectors including Retail, Pharmacy, Doctors and Property
- All work was compliance related
- Prepared working Family Tax Credits for clients
- Prepared Personal Tax Returns from various sources of client’s income, such as dividends, land property, and self-employment, taking into consideration payment on accounts already made, losses.
- Worked through client’s investment portfolios such as Gerrards and Rensberg
- Income Tax Computations, add backs and Capital Allowances
- Capital Gains Tax Computation for Business and Non-Business Assets
- Liaised with HMRC on a regular basis
- Worked closely with the Accounts production department advising on tax issues
- Liaised with clients orally, and by email as well as face to face
- Prepared CT600 and advising clients for payment dates, monitoring year ends, Tax Computations, trade losses
- Checked PAYE Coding Notices
- Prepared R40 Forms
- Reason for Leaving: Redundancy
Tax Assistant
INDEPENDENT ACCOUNTANTS IN SCOTLAND
Glasgow, Glasgow City
2007.07 - 2008.03
- Personal tax portfolio of 160 clients
- Prepared working Family Tax Credits for clients
- Prepared Personal Tax Returns from various sources of client’s income, such as dividends, land property, and self-employment, taking into consideration payment on accounts already made, losses
- Income Tax Computations, add backs and Capital Allowances
- Liaised with HMRC on a regular basis
- Worked closely with the Accounts production department advising on tax issues
- Liaised with clients orally, and by email as well as face to face
- Reason for Leaving: Joined Alexander Sloan
Tax/Accounts Assistant
Riaz Ahmad Chartered Accountants
Glasgow, Glasgow City
2004.06 - 2007.06
- Preparing Vat Returns
- Preparing Personal and Corporate Tax Returns
- Book-Keeping
- Draft Accounts
- Management Accounts
- Ensured compliance with accounting standards through diligent record keeping.
- Improved accuracy of financial data by conducting thorough checks and balances.
- Conducted bank reconciliations regularly to maintain accurate records.
- Assisted senior accountant for audit preparation.
- Prepared detailed financial reports for improved decision making.
Education
BA - Accountancy
Glasgow Caledonian University
Glasgow 2001.08 - 2003.06
HND - Accountancy
CENTRAL COLLEGE OF COMMERCE
1997.06 - 2021.06
Highers - ENGLISH, HISTORY & MODERN STUDIES
HILLHEAD HIGH SCHOOL
1991.08 - 1997.06
Accountancy
ASSOCIATION OF INTERNATIONAL ACCOUNTANTS
UK 2023.11 -
ASSOCIATION OF CERTIFIED PUBLIC ACCOUNTANTS
UK 2014.06 -
Skills
- Proficient in IRIS
- SAGE 50
- Sage Advance Accounts
- Invoicing
- Resilience under pressure
- Leadership skills
- Team Leadership
- Client account management
- Financial reporting
- Training and Development
- Bookkeeping
- Microsoft Office Suite
- Customer relationship building
Personal Information
Nationality: British
Languages
English
Intermediate
Urdu
Elementary
Affiliations
Producing and Composing Music
Timeline
Accountancy
ASSOCIATION OF INTERNATIONAL ACCOUNTANTS
2023.11 -
MANAGER
APEX SERVICES
2017.07 - 2025.08
Assistant accountant
NELSON GILMOUR SMITH CHARTERED ACCOUNTANTS & REGISTERED AUDITORS
2014.09 - 2017.06
ASSOCIATION OF CERTIFIED PUBLIC ACCOUNTANTS
2014.06 -
Accountant
WEST REGENT ACCOUNTANTS
2011.03 - 2014.09
Tax Assistant
FREELANCE WORLD ORIGINALLY PART OF ACUMEN
2010.05 - 2011.02
Accountant
KELTIC CONNECTIONS LTD
2009.05 - 2010.04
Tax Assistant
ALEXANDER SLOAN CHARTERED ACCOUNTANTS
2008.03 - 2009.04
Tax Assistant
INDEPENDENT ACCOUNTANTS IN SCOTLAND
2007.07 - 2008.03
Tax/Accounts Assistant
Riaz Ahmad Chartered Accountants
2004.06 - 2007.06
BA - Accountancy
Glasgow Caledonian University
2001.08 - 2003.06
HND - Accountancy
CENTRAL COLLEGE OF COMMERCE
1997.06 - 2021.06
Highers - ENGLISH, HISTORY & MODERN STUDIES
HILLHEAD HIGH SCHOOL
1991.08 - 1997.06