Michael Moreton
Chandlers Ford,Hampshire
Summary
I am a mixed tax Senior Tax Manager with experience of all taxes but a particular interest in Personal Tax and Capital Gains Tax. From my previous experience, I have excellent communication skills which set me apart from most other tax advisors.
Overview
20
20
years of professional experience
6046
6046
years of post-secondary education
Work History
Senior Tax Manager
Rothmans
Chandlers Ford, Hampshire
09.2017 - Current
- Identifying opportunities for Income Tax, Capital Gains Tax, Inheritance Tax and Corporation Tax planning/advice for clients, partners and other Rothmans offices
- Building client relationships and, as a result, providing more advisory work and new client referrals
- Proactively prepare communications for clients and staff in respect of upcoming changes in tax law
- Dealing with HMRC enquiries, including building a rapport with the HMRC officer
- Preparation and submission of Statutory and Non-statutory Clearance applications
- Managing the tax team, including everything from appraisals to workload
- Host regular tax training sessions for staff at Rothmans
Personal Tax Senior
HWB Chartered Accountants
Chandlers Ford, Hampshire
09.2016 - 09.2017
- Provide proactive advise in respect of Income Tax, Capital Gains Tax and Stamp Duty Land Tax
- Worked with clients to decrease tax liabilities
- Review and prepare Partnership and Personal Tax returns
- Assisting with HMRC enquiries
Tax Advisor
Wilkins Kennedy
Chandlers Ford, Hampshire
10.2012 - 09.2016
- Preparation and review of Partnership, Personal Tax, Trust and Corporation Tax returns
- Assisting with planning and advice in respect of Personal Tax, Trusts and Inheritance Tax
- Running the P11D process from start to finish, reviewing all returns and ensuring submission to HMRC
Finance Officer
Southampton City College
Southampton, Hampshire
11.2009 - 09.2016
Team Leader
Royal Bank of Scotland
Southampton, Hampshire
09.2004 - 10.2009
Education
Chartered Tax Advisor - Tax
Chartered Institute of Taxation
United KingdomAssociation of Tax Technicians - Tax
Association of Tax Technicians
United KingdomAAT Level 4 - Accounting
Association of Accounting Technicians
United KingdomSkills
- Income Tax, Capital Gains Tax, Inheritance Tax and Corporation Tax planning, advice and compliance
- Taxation of investments
- People management
- Communication and collaboration
- Change Management
- Technical tax knowledge
Affiliations
- Outside of work I am a husband and father of two lively boys and I volunteer as a coach and treasurer for their local grassroots football club
- I also enjoy, DIY, going to the gym, playing football and socialising
References
References available upon request.
Timeline
Senior Tax Manager
Rothmans
09.2017 - Current
Personal Tax Senior
HWB Chartered Accountants
09.2016 - 09.2017
Tax Advisor
Wilkins Kennedy
10.2012 - 09.2016
Finance Officer
Southampton City College
11.2009 - 09.2016
Team Leader
Royal Bank of Scotland
09.2004 - 10.2009
Chartered Tax Advisor - Tax
Chartered Institute of Taxation
Association of Tax Technicians - Tax
Association of Tax Technicians
AAT Level 4 - Accounting
Association of Accounting Technicians
Similar Profiles
Michael ZrihenMichael Zrihen
AREA COMMERCIAL SUPERVISOR at ROTHMANS BENSON & HEDGES (RBH)AREA COMMERCIAL SUPERVISOR at ROTHMANS BENSON & HEDGES (RBH)
Malachi BechemMalachi Bechem
Brand Ambassador at Brand Momentum- Rothmans Benson & HedgesBrand Ambassador at Brand Momentum- Rothmans Benson & Hedges
Nicole BifolchiNicole Bifolchi
SR. MANAGER PEOPLE & CULTURE (BUSINESS PARTNER) at Rothmans Benson & HedgesSR. MANAGER PEOPLE & CULTURE (BUSINESS PARTNER) at Rothmans Benson & Hedges
Alice Hannigan-PalmerAlice Hannigan-Palmer
Events and Partnership Specialist at Hendy GroupEvents and Partnership Specialist at Hendy Group
David CollissDavid Colliss
Aerospace Business Development and Sales Executive at TW Metals UKAerospace Business Development and Sales Executive at TW Metals UK