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

Interview notes:

• 5 years working with HNW individuals, Trusts and partnerships. 8 years in accountancy firms.
• Manages a portfolio of 250+ clients including HNW individuals, sole traders, partnerships and trusts, covering Self Assessment, CGT, EIS, capital losses, property income and basic residency matters.
• Part-qualified ACCA with Advanced Taxation completed; looking to complete ACCA before progressing to CTA and developing further within Private Client Tax.
• Comes across well interpersonally, bright and well-spoken

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PROFILE

A part-qualified chartered certified accountant (ACCA) with over 8 years’ experience in an accounting practice dealing with financial transactions and tax compliance. Demonstrates strong technical expertise in the preparation of accurate tax returns. Highly experienced in successfully building professional relationships both externally and internally to achieve collaborative working relationships. Displays confident communication skills both verbal and in writing and IT literate.

Highly customer-focused, consistently striving to exceed expectations while delivering high-quality service. Quick to learn and adapt to new systems, procedures, and regulatory requirements, with the flexibility to work both independently and as part of a team. Proactive in personal and professional development, acting as a positive representative for the organisation. QuickBooks Certified ProAdvisor. Recognised with a first-place award for preparing and completing the highest number of tax returns in a year. I intend to pursue the CTA qualification to further develop expertise in personal tax.

Currently seeking a new opportunity where existing skills and experience can be effectively utilised within a dynamic and fast-paced environment. Keen to contribute to a forward-thinking organisation that supports ongoing professional and personal development, including the completion of final ACCA qualifications.

Particularly interested in progressing within a role that offers clear career advancement opportunities, with a long-term goal of specialising in personal tax. Following the completion of ACCA, I intend to pursue the CTA qualification to further develop expertise in this area.

CAREER HISTORY

November 2023 – April 2026

Accountants (previous firm acquired and remained with the team)

Tax Semi Senior

October 2022 – November 2023

Accountants (acquired by a private equity-backed accounting firm)

Tax Semi Senior

• Prepared and submitted tax returns for high net worth individuals, sole traders, partnerships, and trusts. Manage complex cases involving Enterprise Investment Scheme (EIS), capital losses, and a range of other tax reliefs ensuring accuracy, compliance, and adherence to statutory deadlines.
• Prepare Rental and Self-Employment accounts based on client-provided information to support the accurate and timely completion of tax returns for high wealth individual and complex self-employment cases.
• Managed a portfolio of over 250 clients, ensuring timely compliance and high-quality service delivery
• Acted as a primary point of contact for my portfolio of clients, providing clear, professional communication and guidance regarding their tax affairs.
• Liaised directly with partners regarding client portfolios under my management, providing regular updates on progress and promptly escalating any issues.
• Reviewed tax returns prepared by junior staff, offshore teams and FDI (AI system), ensuring accuracy consistency, and full compliance with relevant tax regulations
• Registered trusts and maintained records via the HMRC Trust Registration Service (TRS)
• Trained and supported junior staff in the preparation of tax returns using IRIS and CCH software
• Assisted junior team members with technical queries, contributing to team development and knowledge sharing
• Prepared and submitted 60-day Capital Gains Tax returns for UK residential property disposals on behalf of both resident and non-resident clients, ensuring accuracy and compliance with HMRC
• Prepared billing invoices upon completion of tax returns, ensuring accuracy and alignment with agreed fees
• Registered clients for Self-Assessment with HMRC and maintained accurate client records
• Provided basic guidance on tax residency status based on individual client circumstances
• Liaised directly with HMRC to resolve client queries and compliance matters related to Self-Assessment
• Prepared P11D forms for benefits and expenses in line with HMRC requirements
• Completed and submitted P46 forms accurately and on time
• Maintained up to date knowledge of tax legislation and compliance requirements through continuous professional development
• Registered clients for Making Tax Digital (MTD) and liaise with them to assess their individual circumstances, providing clear guidance on compliance requirements and obligations.
• Software experience in IRIS and CCH tax software systems

November 2021 – October 2022

Accountants

Tax & Accounts Semi Senior

• Prepared and submitted tax returns for individuals, sole traders, partnerships, and trusts to HMRC
• Prepare Rental and Self-Employment accounts based on client-provided information to support accurate tax returns
• Review Tax Returns prepared by junior staff and outsourcing team
• Prepared and submitted 60-day Capital Gains Tax returns for UK residential property disposals
• Registered clients for Self-Assessment with HMRC
• Liaised directly with HMRC to resolve client queries
• Prepared P11D forms for benefits and expenses in line with HMRC requirements
• Prepared and submitted LPC claims accurately based on client provided information
• Reviewed year-end accounts prepared by outsourcing teams, ensuring accuracy and completeness against client records
• Prepared final review files and comprehensive year-end accounts packs for Partner approval
• Maintained regular communication with clients, responding to queries and requesting additional information where required
• Attended quarterly Tax and Accounts CPD training sessions to maintain up-to-date technical knowledge

April 2017 – November 2021

Accountants

Junior Accountant

• Prepare Accounts with the information provided by the client
• Prepare Tax Returns for Individuals and Sole traders and submit them to HMRC on time with the information provided by the client
• Prepare Rental Accounts with the information provided by the client for their Tax Return
• Prepare VAT Returns for Limited Companies with the information provided by the client and submit them to HMRC on time using either the Standard VAT accounting method, Flat Rate VAT scheme or VAT Cash Accounting scheme
• Complete PAYE payroll every month for companies and businesses and submit their RTI to HMRC on time and set up direct debits for payments if required with the authorisation of the client
• Train new junior staff on how to complete VAT, payroll and book keeping.
• File Confirmation Statements to Companies House for Limited Companies
• Set up pension and complete auto-enrolment duties for companies and businesses
• Communicate with HMRC for any queries relating to client
• Communicate with the clients about any queries we have or any queries they have
• Complete administration work such as answering incoming calls and sorting out the post, scanning them onto the system and emailing to clients if required, filing important documents

2009 – Present

Dry Cleaners

Accounts and Administrative Assistant

• Working in the family business ensuring that all the accounting for the business is recorded accurately and the necessary documentation is stored securely
• Assisting with reconciling all the banking at the end of the day, recording all income and expenses accurately
• Preparing summary financial reports on the profit and loss of the business and analysing variances between performance and expected performance (budges, forecasts or prior year)
• Understanding all the costs of materials and suppliers ensuring the best possible price is being achieved to maintain profit margins
• Serving customers, dealing with any queries, and ensuring a high quality of customer service is achieved at all time.

2012 – 2017

Retail

Customer Service Assistant

• Providing excellent customer service including welcoming customers as they enter the store and assisting them with locating any products promotions
• Serving customers at checkouts including processing cash and card payments, assisting customers with packing their bags and issuing refunds or organising a product exchange
• Handling any complaints and dealing with them quickly and efficiently while ensuring management are notified of the circumstances
• Following strict health and safety regulations including embedding company rules and procedures into everyday working practices

EDUCATION

ACCA: Part Qualified

Modules achieved:

Knowledge Modules:

• AB Accountant in Business
• MA Management Accounting
• FA Financial Accounting

Skills Module:

• CL Corporate and Business Law
• PM Performance Management
• TX Taxation
• FR Financial Reporting
• AA Audit and Assurance
• FM Financial Management

Professional Module:

• SBR Strategic Business Reporting
• ATX Advance Taxation

Diploma:

• Advanced Diploma in Accounting and Finance, BPP Professional Education and University (2016)

A Levels:

• Accounting, Applied Business, Applied ICT, Virgo Fidelis Convent Senior Sixth Form (2010)

GCSEs:

• English, Mathematics, Science, ICT, Norwood School (2007)

SKILLS

• Proficient in MS Word, Excel and PowerPoint. Accounting software experience in CCH, IRIS, with working knowledge of Xero and QuickBooks.

INTERESTS:

• Enjoy working with computers, travelling, swimming and passionate about a career in Tax.

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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