If you are interested in this candidate, please contact Andrew Wilson via email awilson@cerfinancial.co.uk or call on 0207 626 6065.
00193625

PROFILE:

I am ACCA newly qualified Tax Associate with a 2:1 degree in Applied Accounting. My experience ranges from BDO UK LLP which is listed amongst the top 10 global accountancy firms, where I produced tax computations for various clients at the highest standard to smaller independent practice firms which has also given me an exposure to clients hailing from the financial services, construction, health care, real estate and retail sectors. My experience also spans across clients with turnover ranging from £20,000 to £53 million. I currently enjoy a well-rounded corporation tax compliance role which involves UK entities and had a prior exposure to international cross border tax affairs for Falkland entities. I am a team player and have a very good attention to details. My project management skills have me the edge to work to high standards, under pressure and efficiently. I am seeking a role in Corporate Tax which will utilise existing skills and give me more scope into the advisory.

EDUCATION:

Present: University

MSc Professional Accountancy (Part time Evenings/ Weekends)

June 2007 – August 2011: University

Upper Second Class, Applied Accounting Bsc (Hons)

August 2011 – February 2016: Financial Institute

ACCA Professional Level

July 2002 – August 2005: Secondary School

• Business (A Levels Equivalent)
• English
• General science
• Core Maths
• Geography

CAREER HISTORY:

October 2017 – Present

Insurance

Tax Accountant, London (Contract)

• Support the MINT tax team on a range of UK Tax compliance matters.
• Assist with European branch reporting by liaising with external tax advisers
• Liaising with other part of the business effectively including: US Corporate Tax Team, senior management, legal team and other members of the finance team.
• Work effectively and adhere to all internal deadlines
• Support the implementation new ledger project
• Assist within implementing process improvement
• Assisting with quarter end and year end provisioning exercises.
• Assisting with Canadian, Singapore, Dubai, Labuan GST/HST returns
• Assisting with IPT returns
• Participating in groups Brexit strategy
• Assisting with quarter end and year end provisioning exercises.
• Computing partnership tax return and liaising with advisers for submission.
• Collating data for US repatriation tax per US tax reform.
• Assisting with quarter end and year end provisioning exercises (RPT calculation).

March 2017- September 2017

Recruitment Services

Tax Accountant, Bracknell (Contract)

Compliance:

• Assist with the preparation of the tax returns in the UK and Europe (information gathering and review of tax returns prepared by external advisors)
• Coordination of advance and balancing tax payments
• Review tax provision calculation in Hyperion and coordinate any necessary adjustments with the Finance team

Transfer Pricing:

• Information gathering and reporting in line with the OECD/BEPS requirements
• Review intercompany accounts and ensure payment is made and interest is booked where necessary
• Review intercompany transactions, corresponding accounting, invoices and payments; identify any discrepancies
• Review internal controls for the purpose of the SAO and other regulations.
• Seek further automation of the tax provision, returns preparation and filing.
• Analyse withholding tax implications of cross border transactions.
• Identify and explain legislative requirements with clarity to other teams
• Assist with Worldwide Debt Cap and Thin Cap calculations

October 2016 - February 2017

Accountants

Tax Accountant (Contract)

• Computing and finalising the CT calculations for various clients
• Producing the SA tax returns for various sole traders and business owners
• Finalising and filing Tax returns.
• Dealing with various tax queries.
• Help finalise the statutory accounts in accordance with UK GAAP.
• Monitoring WIP and communicating them with project managers

February 2016 - September 2016

Accounting

Tax Associate

• Computing the corporation tax liability for various entities both UK and Falkland.
• Filing of CT returns.
• Advising client on CT payments through the circulation monthly payment reminders
• Responsible for all corporate registers and communicating on a weekly basis with internal stakeholders
• Monitoring WIP and reporting progress on various cases
• Involved in client billing.
• Computing QIP instalments and advising clients on their potential liability.
• Working in a team of 14 including 2 Partners and 5 Senior Managers
• Liaising with Accounting and Audit team to obtain various details for tax computations
• Assisting in Group relief
• Compute deferred tax as per FR102 requirement on Investment Properties and Freehold Land and Buildings.
• Undertaking client take on and disengagement procedures.
• Corresponding with HMRC on behalf of clients on all CT matters
• Processing L2P forms.
• Identify risk and technical matters, as well as selling opportunities, to the Partner/Manager, whilst exercising judgement within agreed parameters.
• Drafting standard letters such as transmission letter, Letter of engagements, disengagement letters etc.
• Working as a team and ensuring targets are met.
• Paying attention to self-development and continuing professional education with a view to progressing within practice
• Developing professional relationships with clients and within the firm

January 2014 – January 2016

Accountants

Account Assistant

• Working in a team of 8 whilst reporting to Senior Accountant within a 3 Partner firm
• Typical client turnover ranging from £100,000 to £2.5 million
• VAT returns/ reports, corporation tax computation
• Directors and Partners Self-Assessment
• Preparing various accounts from multiple currencies i.e. P&L accounts, balance sheet, statement of comprehensive income
• Analysis variance and year-end adjustments
• Preparing financial statements in accordance with UK GAAP
• Raising purchasing vouchers and running bank reconciliations
• Accounts payable and receivables
• Managing a portfolio of clients hailing from the financial sector (software Development Company), construction, health care and security
• Payroll administration
• Maintaining relationship with client
• Preparing cash flow, budget, monthly and quarterly management accounts
• Ad hoc responsibilities such as helping client administer their invoice finance arrangements

September 2012 – December 2013

Insurance

Insurance Consultant -Full Time

• Sell and cross sell various types of insurance policies to businesses and individuals on behalf of insurance companies (Life Cover, Content Insurance, Critical illnesses, Mortgage covers, Accident covers, Public Liabilities, Merged covers and Holidays covers)
• Ensure clients are familiar with key policy features and are aware of the product holistically
• Customize insurance programs to suit individual customers, often covering a variety of risks
• Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage

December 2011 – September 2012

Trading

ADMINISTRATOR (Account Assistant)

• Maintaining all books of accounts (cash books, sales ledgers, purchase ledger etc)
• Bank Reconciliations
• Payroll administration
• Time sheet scheduling
• Assisting with the preparation of management accounts
• Filing VAT returns
• Maintaining Petty cash
• Assisting in appraising performance via setting of KPI’s
• Assisting Accountant with year-end accounts
• Liaise with marketing team to set pricing policies
• Procurement procedure

References Available Upon Request

If you are interested in this candidate, please contact Andrew Wilson via email awilson@cerfinancial.co.uk or call on 0207 626 6065.
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