Joe Jones
Merseyside
Summary
ACA Chartered Accountant with 5+ years’ experience in financial reporting, tax advisory and business performance improvement, supporting SMEs with growth, profitability and strategic decision-making.
Overview
9
9
years of professional experience
Work History
Client Manager
DJH Wirral & Chester
07.2025 - Current
- Established and nurtured client relationships, contributing to client retention and new business opportunities.
- Led the training and development of junior staff, improving team capability and overall performance.
- Provided strategic tax advice to a broad client base, identifying tax efficiencies and supporting effective financial decision-making.
- Supported clients in improving EBITDA through financial analysis, cost optimisation and pricing insights, enhancing overall business value.
- Connected clients with trusted corporate finance specialists to support successful business disposals.
Accounts Manager
Haines Watts
Birkenhead
09.2021 - 06.2025
- Managed statutory accounts preparation, ensuring full compliance with accounting standards, and regulatory requirements.
- Delivered corporation tax compliance and advisory services, identifying opportunities to enhance tax efficiency.
- Produced insightful management accounts to support business performance and strategic decision making.
- Advised clients on VAT matters, and oversaw accurate and timely VAT filings.
- Led the development of junior staff through training, mentoring, and structured reviews.
Senior Accountant
Haines Watts
Birkenhead
09.2018 - 08.2021
- Worked closely on the preparation of various financial reports including statutory accounts, VAT returns, corporation tax returns and management accounts.
Accounts Assistant
Cheshire Constabulary
Cheshire
05.2017 - 06.2017
- Assisted with company wide reconciliations involving huge data analysis.
- Carried out testing on new softwares to ensure robustness.
Education
Chartered -
ICAEW
12-2022
Accounting and Finance -
University of Chester
Cheshire08-2018
Skills
- Financial Reporting and Statutory Accounts
- Advanced Microsoft Excel
- Leadership and Team Development
- Client Relationship Management
- Strategic Tax Advisory
- Financial Analysis and Performance Reporting
- Cost Optimisation and Margin Improvement
- Tax compliance
Timeline
Client Manager
DJH Wirral & Chester
07.2025 - Current
Accounts Manager
Haines Watts
09.2021 - 06.2025
Senior Accountant
Haines Watts
09.2018 - 08.2021
Accounts Assistant
Cheshire Constabulary
05.2017 - 06.2017
Chartered -
ICAEW
Accounting and Finance -
University of Chester