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Bio

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Experience

  • The TaxAssist Group
    • Norwich, England, United Kingdom
    • Head of Group Learning & Development
      • Jan 2022 - Present
      • Norwich, England, United Kingdom

      Looking after the learning and development requirements of our ever growing UK network of franchises and their teams. Ensuring not only compliance standards are maintained but that they are armed with the practicalities of helping their clients and run their businesses. This is done via overseeing, managing and organising all of our training offerings from our 1 day course to our 7 week intensive initial training course. I am also working closely with our international counterparts in the US, Canada, Australia and Ireland to establish world class learning and development academy's in their respect countries.

    • United Kingdom
    • Accounting
    • 700 & Above Employee
    • Senior Training and Communications Manager
      • Apr 2019 - Present

      In this new role I will be responsible for overseeing the training requirements and needs of our network, as well as hosting courses, producing client facing materials on relevant accountancy topics for publication and also managing a team of people who will be visiting our network to ensure their practices are running efficiently and profitably.

    • Franchisee Development Manager
      • Oct 2017 - Present

      I'm now out on the road visiting all our franchisees to help them develop and grow their businesses in all areas.I use my experience in practice to help ensure their systems and processes are being effectively used to maximise efficiency and profitability in our ever changing industry.

    • Technical Manager
      • Nov 2014 - Sep 2017

      I am based in the HQ of Tax Assist in Norwich and am part of their technical support team.I am there to assist their Franchisees with any help they require.I will be providing technical and due diligence visits to the Franchisees to make sure that the high standards are being maintained.I am also going to be heading up some of their training courses in the new year.

    • United Kingdom
    • Accounting
    • 300 - 400 Employee
    • Senior Accountant
      • Apr 2013 - Nov 2014

      As before but I now have a handful of clients that I am their main contact.I am now also involved in preparing doctors accounts and mangement accounts, and complying with their standards and regulations.I now look after the ixbrl tagging that has to be completed and solve any problems that arise on this process.I am now a regular networker and this is something I really enjoy and find it fascinating meeting and talking to new people.

    • Semi - Senior, Business Team, Norwich
      • Sep 2007 - Mar 2013

      My responsibilities include:Preparing accounts for sole traders through to big companiesCalculating the relevant personal and business taxesOrganising and running payrolls for clientsBeing the 'go to' person for all sage accounts and sage payroll technical queries and training on the software - both in house and for clientsLooking after all caseware issues and solving problems relating to the software

Education

  • Chartered institute of payroll professionals
    Associate
  • 2009 - 2012
    Kaplan Financial
    Association of certified chartered Accountants, Accountancy
  • 2007 - 2009
    Kaplan Financial
    AAT qualification obtained
  • 2004 - 2007
    Hellesdon/Taverham Sixth Form
  • 2000 - 2004
    Hellesdon high School

Suggested Services

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Industry Focus. “Accounting”

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