Daniel Lee Email & Phone Number

Sevenoaks, England, United Kingdom

Responsible for owning and developing the relationship for a portfolio of personal tax clients and corporate clients.Trusted advisor to over 100 clients, covering a spectrum of industries and backgrounds.Strategically research and identify new business opportunities.Proactively develop and lead strategy for new client acquisition and business development.

Lead business development and Practice manager responsible for over 200 private tax clients & HNWI's. Providing ongoing practical tax advice to OMB's, HNWI's and small corporations, covering all taxes.Increasing partnership revenue through new client acquisition and offering ancillary services to the existing partnership client base.Maintaining exceptional.

Responsible for the day-to-day running of the business and coordinating with various associates, accountants, book-keepers and administrators. Adapting and re-structuring the business where necessary to optimize the partnership performance and efficiency of the business. Introducing and implementing cloud-accounting software and client management software.

Providing tax compliance and advice for individuals and small companies. Preparation of annual self-assessment tax returns and corporation tax returns. Preparation and submission of company accounts to Companies House. VAT compliance reporting quarterly VAT returns for OMB's. Assisting clients with HMRC enquiries, investigations and voluntary.

Opportunity to gain a strong understanding in all areas of personal tax compliance and tax advice.Assigned a personal mentor to shadow client meetings and HMRC investigations.On-going training for certification with the Association of Taxation Technicians.

General pension administration for Self-Invested Personal Pensions.Client on-boarding to include creating bespoke professional engagement letters and creating new client bank accounts. Liaising with other pension providers to arrange a transfer of existing pension funds.Exposure to a wide range of creative personal pension planning and investment vehicles.