Travis Cole
Camberley,Surrey
Summary
Qualified by experience Accountant with one exam remaining until chartership (ACA). Extensive experience in managing complex client needs and providing tailored, actionable tax advice. Proficient in Xero, QuickBooks, and advanced Excel, with a proven track record of overseeing year-end accounts, tax returns, VAT, and payroll processes. Demonstrated leadership in managing and developing junior staff while consistently delivering accurate financial information. Skilled in maintaining effective client relationships. A 'can do' attitude, developed through a military career, looking for a new, exciting opportunity.
Overview
12
12
years of professional experience
Work history
Senior Client Manager
HawkinsPaul&Co
Remote
02.2025 - Current
- Owner of a varied portfolio of clients, including sole traders, limited companies, groups, and partnerships, ranging in size from £50k turnover to over £10 million.
- Provide tailored tax advice based on clients' unique circumstances.
- 66% of all the company's five-star reviews across all socials, being from my portfolio.
- Manage the portfolio of clients entirely independently, which involved onboarding clients, researching and implementing new software and processes, as well as onboarding new employees.
- Responsible for all UK statutory duties, including registrations, preparations, and filings of self-assessments, accounts, CT600, VAT returns, and payroll, as some examples.
Accountant
Your Ecommerce Accountant Limited
Remote
06.2024 - 01.2025
- A senior position, the 'go-to' for complex queries and issues, internally.
- Responsible for implementing new processes company wide to gain efficiencies, as well as improving accuracy of prepared financial information.
- Personal accountant for a portfolio of clients, engaging daily with said clients for simple to complex queries, and management advise regarding their business.
- Complete oversight and completion of Year-end accounts, tax returns, VAT (EU and UK), and Payroll process.
- Responsible for the management and development of Junior staff (8 individuals).
- Software's used extensively: Xero, QuickBooks, Dext, Staffology, Iris.
Senior Associate Accountant
Abacai Ltd
Remote, United Kingdom
01.2022 - 06.2024
- Fully remote role, managing a team of 2/3 juniors.
- Prepared Management and Investor reports for a portfolio of clients on a monthly basis.
- Complete oversight of a portfolio clients, completing monthly reconciliations of every Balance Sheet and P&L account.
- Responsible for creating and implementing revenue generating services such as an accounts payable solution.
- Consistently interacted and resolved client queries within set timeframes.
Corporate Audit Assistant
Crowe LLP
Reading, United Kingdom
01.2021 - 08.2021
- Supported timely execution and finalisation of audit assignments against project deadlines.
- Adaptable role, needing to assist with audit tasks as and when they arose.
- Crosschecked audit files with associated documentation to ensure appropriate levels of supporting evidence.
- Reported to senior auditors, ascertaining daily duties and gathering relevant evidence precisely and efficiently.
Community Support Worker
County Care Ltd
Woking, United Kingdom
01.2019 - 12.2020
- Maintained accurate records of service users in accordance with NHS Foundation Trust policies and legal requirements.
- Delivered agreed therapeutic interventions according to individual care plans.
- Established and maintained effective relationships with a number of service users as well as relatives and carers.
Soldier
British Army
Various, United Kingdom
09.2013 - 09.2017
- Repaired and maintained military vehicles including tanks, HGVs and quad bikes.
- Tracked, stored and delivered equipment and supplies to barracks.
- Monitored welfare and progress of new recruits, providing a structured and disciplined environment.
- Allocated equipment, personnel and resources to effectively achieve objectives through sole control of departments.
Education
Bachelor of Science -
Accreditation by the University of Surrey
A-Levels -
Farnborough College of Technology
Skills
- Xero and QuickBooks specialist
- Excel, advanced
- Client and team management
- Problem solving
- Year-end accounts and Tax returns
- Tax Advisory
www.linkedin.com/in/travis-cole-19b686156
Timeline
Senior Client Manager
HawkinsPaul&Co
02.2025 - Current
Accountant
Your Ecommerce Accountant Limited
06.2024 - 01.2025
Senior Associate Accountant
Abacai Ltd
01.2022 - 06.2024
Corporate Audit Assistant
Crowe LLP
01.2021 - 08.2021
Community Support Worker
County Care Ltd
01.2019 - 12.2020
Soldier
British Army
09.2013 - 09.2017
Bachelor of Science -
Accreditation by the University of Surrey
A-Levels -
Farnborough College of Technology
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