Anna Smith Email & Phone Number

Newcastle Upon Tyne, United Kingdom

As the Tax Compliance Team Leader my role is to manage the expenses checking process ensuring compliance with both client policy and HMRC tax rules. This also includes challenging that all non-compliant expenditure has been recovered or taxed in accordance with tax regulations.I am also responsible for ensuring correctness for both the PSA and P11d data and it's submission to HMRC within agreed timescales.•Managing a team of 3 employees, leading on performance and attendance management issues.• Supporting and managing a team of 4 off-shore employees in the completion of tax and expense compliance.• Manage and prioritise workloads to ensure KPI/SLA’s are achieved, highlighting any issues to management immediately.• Provide detailed and accurate MI for clients and management.• Developed and managed the implementation of a new P11d/PSA timetable to ensure all actions are completed accurately and on time, providing an assurance to our client. Implementing additional checks to be carried throughout the year to streamline the process and prevent additional work at the end of the financial year.• Involved in impacting change requests for potential new business from clients, discussing implementation dates, providing process timings to ensure staffing levels are correct and investigating policies to highlight any areas of concern.• Manage completion of the P11d and PSA, ensuring both HMRC and SSCL deadlines are met, exceeding HMRC targets for PSA.• Managing my team through £14k recovery of non compliant expenses and applying taxation to benefits in kind totalling over £15.8 million for 16-17 tax year.• Provided solutions and managed workarounds for TUPE employees transferring into our client areas, with retained government department T&C's.• Working closely and providing support to a client when visiting HMRC during a review of processes.• Highlighting system issues within a new payroll system whilst supporting system experts through to completion.

Newcastle Upon Tyne, United Kingdom

•Processing all HR/Payroll queries in accordance with the Payroll Timetable and ensuring all SLA and KPI's were met.• Corresponding with customers via service request, email or telephone call.•Providing call centre cover when required and maintaining high quality monitoring scores.• I took responsibility for all maternity cases held on the team, drafting detailed instructions and training all team members on how to process these cases.

Washington, Tyne And Wear, United Kingdom

•Providing audit checks on all departmental processes, ensuring staff have calculated benefits correctly before updating the new system.•Supporting Team Leader during a process review and then leading changes during a period of TDA to cover maternity leave. The process review included removing all staff held within the current role and replacing/training new staff that held up to date knowledge of how the new system worked and the actions completed on the processing teams which alleviated workloads.•Working closely with a variety of teams within the department and implementing liaison meetings between Assessment teams and IAT. Listening to problem cases, providing guidance/advice ensuring all new changes within policy and systems were cascaded to team members.•Visiting and working with Risk Assurance Division (RAD) providing figures on a quarterly basis ensuring sample sizes were accurate and we were on target for end of year timescales.• Extracting and collating manual MI to all senior management and team leaders on a monthly basis.• Working closely with the Database Team to produce and test an Access Database to hold all checks completed which also provide automatic MI reducing workloads.

Newcastle Upon Tyne, United Kingdom

•Taking telephone calls from customers and discussing any tax credit entitlement, issuing claim forms and providing guidance on the completion of forms.• Whilst working within HMRC I was seconded to Ministry of Agriculture, Fisheries and Food (MAFF) during the Foot and Mouth Crisis in 2001. Drafting contracts on behalf of MAFF for all farmers, contractors, slaughter-men and marksmen ensuring confidentiality within the Department. Producing Purchase Orders and co-ordinating Cleansing and Disinfection Teams onto infected properties.