Experience

TaxAssist Accountants, The Small Business Champions. 3 Roches Street, Limerick

• Owner

  • Nov 2010 - Present

  TaxAssist Accountants are the largest network of accountants who focus their accountancy skills specifically on small business and taxpayers needing a tax return in Ireland. We specialise in providing accountancy services, tax returns, payroll, bookeeping, tax savings and tax advice to small businesses. We have over 36,000 customers including ; Sole Traders, Partnerships, Limited Companies and Personal Tax Payers. TaxAssist Accountants are the largest network of accountants who focus their accountancy skills specifically on small business and taxpayers needing a tax return in Ireland. We specialise in providing accountancy services, tax returns, payroll, bookeeping, tax savings and tax advice to small businesses. We have over 36,000 customers including ; Sole Traders, Partnerships, Limited Companies and Personal Tax Payers.



KB Associates

• Financial Services
• 1 - 100 Employee

• Senior Consultant

  • Jun 2005 - 2009

  KB Associates is a boutique consulting firm which assists asset managers address the operational issues associated with the establishment and ongoing management of offshore investment funds (www.kbassociates.ie) An employee from inception of the company, my clients included a Swiss private bank, boutique hedge fund managers and European based fund promoters/ managers; Responsibilities included: Acting as a non executive director & alternate director on investment fund boards Manage board meetings and present reports at Board meetings on service provider performance Acting as the principal relationship contact for a range of international clients Managing the activities and performance of fund service providers; Auditors- preparation and sign off of annual financial statements Legal Advisors- preparation of fund prospectus & business plans Establishing service level agreements and key performance indicator reporting provided by service providers, to enable monitoring for relevant fund structure by board of directors Develop and implement operational controls and procedures with a view to minimizing operational risk Project manage the establishment, restructuring of investment funds



Northern Trust Corporation

• AVP of Operations

  • Mar 2003 - Jun 2005

  Reporting to the Head of Fund Accounting & Financial Reporting, my operations role coupled with Northern Trust's reputation for first class client service has allowed me to further develop my experience in process and system enhancements with the objective of premium client service delivery. Managing an operations team of 14 people, servicing 11 clients (including IBM, Nestle & EBS) with 63 funds, including both Irish and Cayman registered daily and monthly valued entities encompassing UCIT, Fund of Fund, Fund of Hedge Fund and Property fund products (approx. value $8 billion).


SEI Investments
• Accounting Manager

  • Oct 1998 - Mar 2003

Dresdner Kleinwort Wasserstein
• Capital Markets
• 1 - 100 Employee
• Fund Accounting Supervisor

  • Jun 1997 - Oct 1998

PFPC International
• Fund Accountant

  • Jun 1994 - Sep 1995

Accounting Systems & Services
• United States
• Accounts Assistant

  • Jan 1993 - Sep 1993