SAM REED
Milton Keynes,Buckinghamshire
Summary
Detail-oriented and highly organised professional with expertise in Excel, Microsoft 365, and SIMS. Skilled in data management, document control, and process improvement, with proven ability to handle complex administrative tasks efficiently. Experienced in customer relationship management, scheduling, and workflow coordination, demonstrating strong problem-solving skills and adaptability. Adept at multitasking and prioritisation, with a track record of working autonomously and supporting business objectives within dynamic environments.
Overview
38
38
years of professional experience
1
1
Certification
Work history
Tax & Bookkeeping Assistant
Tax Fairies
Milton Keynes
02.2025 - 08.2025
- Assist director in preparing client tax returns, encompassing income and expense analysis.
- Administer bookkeeping tasks for various clients using QuickBooks Online Accountant, incorporating monthly reconciliations and uploads of financial documents.
- Organised case files and managed client communications for optimal information flow.
Extracted key data from email threads to assist in tax reporting processes. - Organise internal records of client bank details, PAYE, freelance income, and contributions for precise submission.
- Engage with clients to secure outstanding documentation and address tax-related inquiries.
- Refine digital systems for improved workflow efficiency within OneDrive and QuickBooks Practice Manager.
Student Services Administrator
Walton High School
Milton Keynes
05.2023 - 01.2025
- Oversaw student support desk operations and sustained internal systems (SIMS, MS365).
- Managed stationery supplies, facilitated parent communications, and supported first aid room operations.
- Handled sensitive information discreetly, maintaining confidentiality at all times as required by protocol.
Sales and Finance Administrator
AB Turnkey Solutions
Milton Keynes
05.2022 - 05.2023
- Sales and finance administration including quotations, purchase order processing, invoicing, and basic payroll input.
- Utilised Xero to align invoices with payments and execute account reconciliations, ensuring precise financial records.
- Managed office supplies inventory, ensuring readiness for all projects at any given time.
- Interacted with customers professionally by phone, email and in-person to deliver accurate service information.
Administrator
By Nature Consulting
Leighton Buzzard
01.2017 - 05.2022
- Facilitated communication among suppliers, logistics companies, and clients to enhance delivery and installation processes.
- Managed quotations and purchase orders while liaising with suppliers.
Tracked orders and acknowledgements to ensure timely delivery.
Prepared cost schedules in collaboration with suppliers and design teams.. - Supported production of tender documentation and presentation to advance business development
Company Secretary / Administrator
Music Maker Academy
Leighton Buzzard, Central Bedfordshire
01.2005 - 12.2011
- Administered financial records and bookkeeping via Quickbooks.
- Arranged and managed events and festivals, facilitating logistics and promotional activities.
- Organised and chaired meetings with tutors; coordinated office administration and operational tasks.
- Conducted individual and group vocal training sessions to improve performance
PA / Recruitment Secretary
The Open University
Milton Keynes
01.2000 - 12.2005
- Administered comprehensive secretarial support featuring diary management, correspondence, and minute-taking.
- Facilitated recruitment administration through effective coordination of job adverts, application processing, and interview scheduling.
- Supported HR with onboarding paperwork while ensuring accurate maintenance of staff records.
Coordinated communications between academic staff, external candidates, and internal departments for operational efficiency.
Various Secretarial Roles
Office Team
London
01.1988 - 12.2000
- Delivered temporary and contract secretarial support across diverse sectors, including advertising, design, banking, and finance.
Performed audio and copy typing to ensure accurate documentation.
Managed diaries to optimise scheduling and appointments.
Handled correspondence to maintain effective communication flow.
Provided reception cover to support front-of-house operations. - Cultivated adaptability and robust organisational skills by assisting multiple teams in dynamic environments.
- Quickly learned and applied new skills to daily tasks, improving efficiency and productivity.
- Displayed energy and enthusiasm in fast-paced environment.
Education
GCSEs - Maths
Walworth School
London /1982 - /1988
GCSEs - Art
Walworth School
London /1982 - /1988
GCSEs - English
Walworth School
London /1982 - /1988
Skills
- Excel
- Microsoft 365
- SIMS
- Invoicing
- Customer Relationship Management (CRM)
- Multitasking and prioritisation
- Quickbooks
- Problem solving
- Purchase orders handling
- Bookkeeping proficiency
- Invoice processing
- Tax preparation
- Attention to Detail
- Highly organised
- Autonomous
Certification
- QuickBooks ProAdvisor Training, in progress
- Level 2 Certificate in Counselling Skills
- AAT Level 2 Certificate in Bookkeeping, in progress
- Level 3 Certificate in Home-Based Childcare, 2014
- CPCAB, 2015
Languages
English
Native
Affiliations
I enjoy music and art, including playing the keyboard, as well as gardening and spending time in nature. I also enjoy walking to keep active and balanced.
References
References available upon request.
Timeline
Tax & Bookkeeping Assistant
Tax Fairies
02.2025 - 08.2025
Student Services Administrator
Walton High School
05.2023 - 01.2025
Sales and Finance Administrator
AB Turnkey Solutions
05.2022 - 05.2023
Administrator
By Nature Consulting
01.2017 - 05.2022
Company Secretary / Administrator
Music Maker Academy
01.2005 - 12.2011
PA / Recruitment Secretary
The Open University
01.2000 - 12.2005
Various Secretarial Roles
Office Team
01.1988 - 12.2000
GCSEs - Maths
Walworth School
/1982 - /1988
GCSEs - Art
Walworth School
/1982 - /1988
GCSEs - English
Walworth School
/1982 - /1988
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