Simone Smith

Tax Manager at Rotherham Taylor Chartered Accountants & Registered Auditors
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Preston Area, UK

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Credentials

  • British Sign Language - Level 2
    Signature
    Jul, 2023
    - Nov, 2024
  • British Sign Language - Level 1
    Signature
    Sep, 2022
    - Nov, 2024
  • Making Tax Digital Ready
    Xero
    Aug, 2018
    - Nov, 2024
  • Migration
    Xero
    Aug, 2018
    - Nov, 2024
  • Advisor
    Xero
    Aug, 2017
    - Nov, 2024
  • Chartered Tax Advisor
    Chartered Institute of Taxation (CIOT)
    Sep, 2015
    - Nov, 2024
  • Taxation Technician
    The Association of Taxation Technicians
    Sep, 2013
    - Nov, 2024
  • Accounting Technician
    AAT
    Apr, 2013
    - Nov, 2024
  • Accredited Accountant
    IPSE - the Association of Independent Professionals and the Self Employed
    Dec, 2013
    - Nov, 2024

Experience

  • Rotherham Taylor Chartered Accountants & Registered Auditors
    • United Kingdom
    • Accounting
    • 1 - 100 Employee
    • Tax Manager
      • Apr 2018 - Present

      All Tax Accountant responsibilities plus:• Overseeing tax services offered to over 600 personal tax clients.• Personally handling tax affairs of HNWI and those with complex residence status.• Forming client relationships with a view to onboarding.• Streamlining internal systems and processes using technology where possible.• Building relationships with other firms to bring in outsourced tax residency work.• Dealing with complex tax investigations and HMRC disclosures.• Advising on S/EIS including advance assurance and compliance statements.• Practice development and marketing.• Training and mentoring staff.• Provision of financial controller services to clients. Show less

    • Tax Accountant
      • Apr 2017 - Mar 2018

      • Completion of P11D forms.• Completion of self-assessment and corporation tax returns.• Accounts preparation.• Bookkeeping.• VAT returns.• Tax planning and advisory.• Review of work completed by other staff members.• Establishing, and advising on, tax residency status.

  • Douglass Grange
    • United Kingdom
    • Accounting
    • 1 - 100 Employee
    • Tax Manager
      • Mar 2016 - Apr 2017

      • Completion of P11D forms. • Completion of self-assessment income tax returns for a portfolio of over 200 • clients consisting of sole traders, individuals, landlords, company directors • and partnerships. • Preparation of accounts for landlords, sole traders and partnerships. • Review of accounts prepared by junior staff members and meeting with clients • to discuss. • Offering bespoke tax advice such as optimum share splits, tax efficient cash • extraction and residency issues. • Assisting the Partners with tax clearance and election cases such as share • restructures, creation of groups and disincorporation/incorporation. • Implementing process improvements and automation. Show less

  • Nixon Williams Limited
    • United Kingdom
    • Accounting
    • 1 - 100 Employee
    • Team Manager
      • Jan 2013 - Mar 2016

      All Assistant Team Manager responsibilities plus:• Managing a team of seven individuals. • Implementing process improvements across the business. • Checking accounts, tax returns and other work for team members.• Ensuring effective workflow management to meet service standards. • Performing annual appraisals, KPI reviews and disciplinary meetings. • Providing technical advice and training to other members of staff.• Resolving client complaints in relation to work completed by the team. Show less

    • Assistant Team Manager
      • Sep 2010 - Jan 2013

      • Completion of limited company accounts and corporation tax returns.• Completion of self assessment income tax returns.• Completion of references for visa, rental, mortgage purposes etc.• Arranging for companies to be closed.• Offering bespoke personal and company tax advice.• Assisting with the completion of payroll, VAT returns and P11D forms.

  • Tax Expert
    • United Kingdom
    • Accounting
    • 1 - 100 Employee
    • Assistant Accountant
      • Aug 2007 - Aug 2010

      • Completion of monthly and quarterly book-keeping and VAT returns. • Accounts preparation for sole traders, partnerships and limited companies. • Completion of self-assessment income tax returns. • Liaising with clients to discuss any issues. • Ensuring the staff were aware of outstanding external deadlines. • Completion of monthly and quarterly book-keeping and VAT returns. • Accounts preparation for sole traders, partnerships and limited companies. • Completion of self-assessment income tax returns. • Liaising with clients to discuss any issues. • Ensuring the staff were aware of outstanding external deadlines.

  • iQor
    • United States
    • Outsourcing and Offshoring Consulting
    • 700 & Above Employee
    • Customer Service Clerk (Maternity Cover Team Manager)
      • Aug 2005 - Jun 2007

      Working on the TV License contract Dealing with customers on the weekly/monthly payment scheme Arranging payment schedules and answering queries Setting up new TV License accounts Dealing with payments made on closed accounts and reallocating them Working on the TV License contract Dealing with customers on the weekly/monthly payment scheme Arranging payment schedules and answering queries Setting up new TV License accounts Dealing with payments made on closed accounts and reallocating them

Education

  • Tolleys
    Chartered Tax Advisor, Taxation
    2013 - 2015
  • BPP University
    ATT, Taxation
    2011 - 2012
  • Preston College
    AAT, Accounting
    2007 - 2009
  • Cardinal Newman College Preston
    A-Level, Accounting
    2005 - 2007

Community

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