Jake Stewart
Swindon,Wiltshire
Summary
Responsible, dedicated and ambitious private client tax manager with a strong passion about delivering outstanding quality and service. Looking to specialise in working with owner managed businesses and partnerships. Offering nine years of experience in practice with history of recognition for performance.
Overview
10
10
years of professional experience
Work History
Private Client Tax Manager
Bishop Fleming LLP
Bristol
01.2024 - Current
- Review of complex tax returns and computations for a wide range of clients including high net worth individuals, sole traders and owner managed businesses.
- Advised on and lead on the introduction of a new tax compliance working process that has been newly implemented.
- Team leader of the Bristol tax compliance team including overseeing the juniors team members' development and managing the overall process through a successful cycle.
- Managed complex tax projects to ensure compliance with regulatory requirements.
Assistant Tax Manager
Evelyn Partners LLP
Salisbury, Wiltshire
05.2018 - 12.2024
- Prepared range of written communications, documents and reports on various tax matters.
- Completion of complex self-assessment tax returns for a wide range of wealthy individuals, partnerships, trusts and estates.
- Completion of corporation tax returns and associated tax computations
- Reviewing junior members of staff work and assisting in their development.
- Pro-active tax planning exercises for clients, including attending meetings with clients and partner
- Employee Relations including management of junior members of staff, training and development of their skills.
- Firm management matters including attending of group wide management meetings, delivering training sessions and preparing procedural notes.
Trainee Accountant/Tax Trainee
Monahans
Swindon, Wiltshire
07.2015 - 04.2018
- Preparation of accounts for various bodies including corporates, farming partnerships and sole traders
- Preparation of basic self-assessment tax returns for high net worth individuals and company directors.
- Prepared data and audit files for external audit, mainly for charity organisations or public bodies (such as academies)
Education
Bachelor of Arts - Accounting and Finance
University of East London
London, ENGSkills
- Commitment to career in tax
- Great organisation including the delivery of tax work in timely matter
- Heavily involved in working with the partnership client base
- Employee Relations including line management of junior members of staff
- Consistent use of own initiative
- Familiar with the tax legislation and HMRC guidance manuals
- Excellent communication and interpersonal skills, consistently liaising with all partners and clients
- Self-motivation
- Positive, enthusiastic attitude
Affiliations
- Chartered Tax Advisor - Qualified June 2020
- Association of Certified Chartered Accountants - January 2018
Timeline
Private Client Tax Manager
Bishop Fleming LLP
01.2024 - Current
Assistant Tax Manager
Evelyn Partners LLP
05.2018 - 12.2024
Trainee Accountant/Tax Trainee
Monahans
07.2015 - 04.2018
Bachelor of Arts - Accounting and Finance
University of East London
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