Patricia Brew
Heswall,Wirral
Summary
A highly skilled tax professional with extensive expertise in income, capital gains, and inheritance tax. Demonstrates mastery of tax software and a thorough understanding of HMRC guidelines, ensuring compliance and efficiency in all tax-related matters. Proficient in client management and service, with strong communication and negotiation skills to effectively liaise with HMRC. Committed to maintaining client confidentiality and cultural awareness, aiming to enhance client satisfaction through exceptional service delivery.
Overview
49
49
years of professional experience
Work History
Personal Tax Manager
Phillip Bates & Co Ltd
Neston, Cheshire
08.1990 - 01.2025
- Produced accurate Self Assessment tax returns complying with official requirements and serving client needs for minimising liabilities.
- Produced Inheritance Tax and Capital Gains Tax forms and returns with calculations within the statutory time limits for clients.
- Maintained professionalism and high attention to detail when working under pressure to deadlines.
- Supported proactive tax planning, anticipating possible needs or changes specific to clients.
- Helped resolve disputed claims as official client representative to tax officials.
- Generated and documented formal correspondence with HMRC on behalf of client.
- Responded to client requests for information with target timeframes for reliable service.
- Offered reviews and provided second opinion to support colleagues and junior staff.
- Stayed up-to-date on current tax legislation and proposed developments.
- Acted as point of contact for tax-related queries, disseminating expert knowledge to clients.
- Carried out day-to-day duties accurately and efficiently.
- Quickly learned and applied new skills to daily tasks, improving efficiency and productivity.
- Successfully delivered on tasks within tight deadlines.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Supported team by demonstrating respect and willingness to help.
- Offered friendly, efficient customer service and handled challenging situations with ease.
- Used Microsoft Word and other software tools to create documents and clear communications.
- Applied positive customer service approach to increase satisfaction levels.
- Delivered exceptional customer service by proactively listening to concerns and answering questions.
Revenue Officer Higher Grade
H M Revenue and Customs
Birkenhead, Wirral
04.1976 - 08.1990
- Maintained organisational compliance with applicable tax legislation and regulations and updated team members.
- Directed day-to-day work of between 8 to 30 Revenue Officers and Clerical Assistants including trainees on a variety of sections and motivated the teams to produce a high level of performance and efficiency to obtain the targets set by Head Office.
- Allocated resources to teams and projects based on need, performance and availability.
- Checked quality of duties performed by team members to ensure accuracy and quality as well as quantity of items processed.
- Liaised with higher Management grades ie Inspector level and above to formalise targets of work programmes on monthly basis to include training of new recruits.
Education
General education
West Kirby Grammar School
WirralSkills
- Tax software mastery
- Knowledge of HMRC guidelines
- Income, Capital Gains and Inheritance Tax expertise
- General Tax knowledge
- Communication and negotiation with HMRC
- Client management and service
- Email, verbal and written Communication skills
- Cultural awareness
- General client confidentiality knowledge and experience
Affiliations
- Walks in countryside with interest in wildlife and nature. Enjoy 'potting' about in the garden.
- Volunteer assisting with operation and management of a local social club
Accomplishments
FTA - Fellow of Taxation Advisors (part of Institute of Financial Accountants)
Timeline
Personal Tax Manager
Phillip Bates & Co Ltd
08.1990 - 01.2025
Revenue Officer Higher Grade
H M Revenue and Customs
04.1976 - 08.1990
General education
West Kirby Grammar School
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