Trainee Management Accountant

• May 2022 - Present

Associate, Accounts & Outsourcing

• Nov 2021 - May 2022

Associate, Tax Resolutions

• Aug 2019 - Nov 2021

• Report writing and preparation of schedules to build a disclosure to HMRC on behalf of our client.• Analysis of client records to identify tax treatments and liabilities. • Attend meetings with clients, HMRC, and third parties and take minutes of the meetings.• Preparation of self-assessment tax returns for individuals.

Assistant, Tax Resolutions

• Mar 2019 - Aug 2019

Assistant, Trusts

• Jun 2016 - Mar 2019

• Preparation of accounts for a portfolio of trusts. • Preparation of consolidated accounts for Trustees, showing the breakdown of the funds in a settlement or to show a breakdown per beneficiary.• Prepare tax returns for the Trustees and Form R185s for Beneficiaries. Also, preparation of the beneficiary’s self-assessment tax return.• Preparation of charitable trust accounts and annual returns to be submitted to the Charity Commission. • Preparation of private client self-assessment tax returns for a portfolio of individuals.I studied for the Association of Taxation Technicians (ATT) and qualified in March 2019.

AAT Accounts Apprentice

• Aug 2014 - Jun 2016

• Preparation of accounts for sole traders and small to medium sized businesses. • Book keeping on a weekly and/or monthly basis for a portfolio of clients, using Sage.• Payroll on a weekly and/or monthly basis.• Preparation and submission of VAT returns.• Company secretarial work such as ledger reconciliations, accounts reconciliations, banking, cash book analysisI studied with the Association of Accounting Technicians (AAT) and qualified in 2015 at the Advanced Level in Accounting stage (Level 3). I went on to qualify at Professional Level in 2020 (Level 4).