Experience

Citrine International Tax

• United Kingdom
• Accounting
• 1 - 100 Employee

• US/UK Expatriate Tax Consultant

  • May 2020 - Present

  Assisting in the preparation of UK and US tax returns for US expats. Completing forms 1040 and all associated schedule. Analysing the sources of foreign income and completing the allocation between the 1116 baskets of foreign income. Analysing stocks and shares and reporting on form 8621 if required. Preparing form 5471 for certain foreign corporations and form 3520 and 3520-A for any trust or SIPPs. Preparing form 709 for gifts above the relevant annual exclusions Form 8854 preparation for any clients renouncing their citizenship or green card in the tax year Preparing US FBARs and 8938s in the tax return as appropriate. Talking with clients to get the information required to complete the returns. Analysing foreign capital gains to determine whether they are reporting or non-reporting funds Sending engagement letters to clients for signature Submitting UK returns for clients through HMRC. Talking to HMRC regarding our clients queries Assisting with the training of new employees through presentations and being a buddy for new starters Doing residency analysis to determine the UK and US residency position of the client Preparing consultancy advices to distribute to clients Show less



BDO UK LLP

• United Kingdom
• Accounting
• 700 & Above Employee

• Global Outsourcing Service Charge Accounts Executive

  • Aug 2019 - Feb 2020

  • I was a part of a very busy team with many pressurised deadlines from the clients whilst delivering a premium quality service. • Started clearing out the bag log of properties that were on the system for many months. • Completed late adjustments on the property’s accounts. • Completed initial reviews of service charge statements after they had come back from Mauritius. • Called surveyors of CBRE properties to close reviews and client accounts. • Raised adjustments and accruals upon client’s requests. Show less



North Bristol NHS Trust

• United Kingdom
• Hospitals and Health Care
• 700 & Above Employee

• Finance Assistant

  • Mar 2019 - Aug 2019

  • Worked with the all the accountant teams including management accountants, payroll and tax.• Learned about accruals and adjustments.• Got used to using the Oracle software.• Attended financial meetings with hospital staff and accountants in the department.

• Bank administrative clerical officer

  • Feb 2019 - Mar 2019

  • Using dictation software to type clinic letters to be sent out to GPs and other clinicians to further patient care.• Booking patients for appointments and card payments for the hospital run private laser service as receptionist.



Royal Mail

• United Kingdom
• Freight and Package Transportation
• 700 & Above Employee

• Warehouse Worker

  • Nov 2018 - Dec 2018

  • Several roles which were allocated on a daily basis necessitating quick learning of new roles and working with teams • Assisting with sorting out the mail into postcodes. • Loading and Unloading mail from lorries. • Several roles which were allocated on a daily basis necessitating quick learning of new roles and working with teams • Assisting with sorting out the mail into postcodes. • Loading and Unloading mail from lorries.