Experience

Kala Atkinson
• United Kingdom
• Accounting
• 1 - 100 Employee
• Director

  • Jul 2023 - Present


PwC UK

• United Kingdom
• Accounting
• 700 & Above Employee

• IT and Data Transformation Lead

  • Aug 2022 - Jul 2023

  Working as part of key account teams, targeting priority PwC accounts to take technology related services to these clients alongside other PwC lines of service solutions, such as Tax and Deals related services Working as part of a mid market transformation North pod which is focussed on targeting technology and data transformation opportunities/projects with a qualified group of clients. Projects targeted include digital transformation, back-office transformation and data and insights transformation, all cloud related. Delivering digital transformation, back office transformation and data and insight transformation projects Show less



Haines Watts

• United Kingdom
• Accounting
• 700 & Above Employee

• Associate Director

  • Mar 2021 - Aug 2022

  Facilitate seamless cloud strategy development aimed at optimising internal processes and service commercial feasibility alongside the development of critical application partnerships. Utilise influential leadership skills to challenge the status quo while building a culture of trust between internal stakeholders and clients. Key achievements • Reduced staff attrition and embedded a culture of continuous development while setting and implementing training plans and reporting on team performance. • Defined and delivered Cloud-based technology solutions; shared knowledge of new and emerging technologies. • Developed, structured and delivered new services around digital advisory and transformation to aid growth in businesses • Utilised communication skills to engage with clients in relation to both technical and non-technical issues. • Proactively identified opportunities to increase client billings in support of profitable business development. • Supported strategic decision-making having prepared reports for C-suite staff while reporting on work stream progress. • Aided in the creating of marketing resources and campaigns to promote new digital advisory and transformation services • Followed up sales leads and onboarded new clients • Ensure business services department is adequately staffed by identifying and recruiting candidates Show less



Accounts and Legal

• United Kingdom
• Accounting
• 1 - 100 Employee

• Associate Director

  • Apr 2019 - Feb 2021

  Prepare, scrutinise and report on VAT returns, statutory accounts and corporation tax returns, as well as tax returns for limited companies, partnerships and trusts. Oversee creation of complex self-assessment tax returns on behalf of high-rate tax payers, clients with foreign income and non-residents. Provide bespoke tax planning strategies for clients while managing a portfolio of 300+ businesses.Key achievements• Recruited, led, motivated and provided direction to a multifaceted team of eight staff, including a qualified Accountant.• Grew team from four staff to seven in support of business development.• Enhanced team performance having led training and performance monitoring while completing bi-annual appraisals.• Increased portfolio revenue from £200,000 to £500,000 having on-boarded new clients.• Created and embedded robust internal processes to support accounting operations for a diverse client base.• Project managed HMRC investigations from inception to completion, including recently Code of Practice 8 Specialists (COP8) investigations. Show less

• Client Manager

  • Apr 2017 - Apr 2019

  Lead, motivate and provide strategic direction to five trainees; embed a culture of service excellence via effective performance monitoring, support, training and team meetings. Manage a diverse portfolio of clients ensuring all business and reporting needs are met:• Prepare and review statutory accounts, corporation tax returns, VAT returns and self assessment tax returns.• Key conduit for clients; play key role ensuring needs are met while tactfully resolving complaints.• Chair weekly team meetings to organise workloads and discuss arising concerns.• Attend quarterly management meetings to discuss issues regarding culture, processes and quality of work.• Balance conflicting priorities to submit documentation to Companies House and HMRC within deadlines. Key achievements• Oversaw production of monthly management accounts; adjusted for monthly timing differences and variance analysis for events companies and insurance companies.• Ensured jobs were completed within stringent budgets; reviewed budgets and re-quoted client fees where needed.• Improved business processes to promote effective use of financial reports in aid of informed decision-making.• Devised and executed strong internal processes and controls to improve reporting standards.• Proactively supported Trainee Accountants and Bookkeepers, conducive to performance excellence. Show less



NWN Blue Squared

• United Kingdom
• Accounting
• 1 - 100 Employee

• Client Accountant

  • Mar 2016 - Apr 2017

  Delivered first class ad-hoc support, including: payment authorisation and accounting records maintenance while calculating salary commissions and preparing monthly salary summaries for payroll. Produced statutory accounts for: sole traders, partnerships and limited partnerships, companies and charities for both tax and business purposes. Key achievements • Calculated income, value added and corporation tax while completing returns for self-assessment, VAT and corporation tax. • Produced monthly and quarterly management accounts, including: variance analysis for charities and groups of companies for decision making purposes. • Scrutinised work of juniors to ensure a high degree of accuracy and minimise mistakes. Completed audit assignments at scoping, testing and completion stages; calculated materiality, completed risk assessments, formulated audit strategies, performed substantive and control tests and subsequent event reviews. Show less



Taylor Viney & Marlow

• United Kingdom
• Accounting
• 1 - 100 Employee

• Accountant & Auditor

  • Sep 2015 - Mar 2016

  -Oversee preparation of statutory accounts from client records for taxation purposes for small, medium and group companies using accounting software, such as: CCH, Sage One and Sage Line 50. -Maintain meticulous levels of attention to detail to ensure correct permanent and working paper file maintained and indexing. -Coordinate functions associated with audit, including planning, testing and completion. -Correctly calculate corporation tax, charges and deferred, VAT and income tax. -Visit client premises to aid in preparation of statutory accounts. Show less

• Accountant

  • Sep 2014 - Sep 2015

  Advise clients on tax affairs and general accounting, including VAT and Corporation Tax liabilities: -Write business plans to support applications for bank loans for investment purposes, including cash flow forecasts, income statements and balance sheets. -Complete General Practitioner accounts, including in-depth income breakdowns for end-of-year account submissions and tax calculations. -Liaise with HMRC in relation to tax investigations and queries associated with tax liabilities / refunds. -Facilitate the timely completion of administrative functions, including internal sales ledger maintenance and payroll processing. Show less



Loughton Community Health

• United Kingdom
• Medical Practices
• 1 - 100 Employee

• Administrator

  • Jan 2012 - Sep 2014

  -Delivered healthcare to the local community as part of a team of administrators and healthcare professionals. -Maintained an appointment system and database. -Championed exceptional levels of patient care in the management of incoming enquiries. -Summarised and improved database record quality while maintaining confidentiality and meticulous levels of attention to detail to ensure data integrity. -Accurately maintained patient records; scanned and summarised 100+ documents daily. -Managed a weekly smoking cessation as a trained Smoking Cessation Advisor; consistently achieved targets for quitters and advice attempts. Show less



Kala Associates

• United Kingdom
• 1 - 100 Employee

• Junior Accountant

  • Sep 2007 - Dec 2011

  -Completed bank reconciliations, maintained ledgers, estimated trial balances with journals and prepared accounts, including intercompany transactions and foreign exchange transactions within strict reporting deadlines. -Exposed to sole trader, partnership and limited company accounting issues. -Consulted with clients to analyse and delineate their accounting requirements and promote appropriate solutions. -Advised clients on tax affairs and the calculation of taxes, including self-assessment, PAYE, corporation tax and VAT. -Solely managed a diverse caseload of accounting issues, including the opening of new limited companies, tax registrations and the submission of annual returns and dormant accounts. -Facilitated the timely completion of ad-hoc administrative functions. Show less