• Preparation of year-end company accounts including self-assessments for sole traders and partnerships involving:• Initial onboarding of clients onto the internal software system through to an established full-service client.• Maintaining up to date bookkeeping including checking the invoices and receipts for tax allowable / disallowable deductions, posting journals and bank reconciliations.• Frequent liaison with clients over the phone, video call and email to help resolve various queries in order to establish and maintain long-term business relationships.• Regular liaison with HMRC on behalf of the clients on matters such as overdue PAYE, tax return payments, fines and tax code reviews.• Advice and resolution with respect to payroll queries (such as monthly or yearly payroll, producing reports, registration of employers for PAYE and pension, enrolment of employees into pension schemes, dealing with statutory maternity and paternity pay and sick pay).• Submission of P11D’s and confirmation statements on behalf of the clients.• Tax planning including advice on mitigation of client’s annual tax liability where appropriate.• Training of junior team members.This role has allowed me to challenge my understanding of accountancy principles in a tax environment along with implementing my technical knowledge in my day-to-day job.

• Completing the first draft of financial statements applying the FRS 102 accounting standard with tasks including:- Checking the accuracy of trial balances and matching the key figures in the financial statements (Statement of Financial Position, Income Statement, and Statement of changes in Equity & disclosure notes).- Completing debit and credit journal entries to make adjustments where necessary.- Reviewing the accounting policies and matching them to the correct financial reporting standard.- Checking the companies’ financial information (such as directors, addresses, secretaries, parent & subsidiary companies along with their main activities) and including this in their respective financial statements.• Liaising with auditors and providing general support.• Performing general administrative duties including scheduling meetings, organising diaries etc.• This position has been vital in building up my experience within finance and learning the fundamentals of financial accounting. I have learnt quickly and progressed through varying complexity company accounts which has significantly built up my confidence dealing with financial information.

• Responsible for financial aspects of matters including time recording of services, compliance and billing duties, sending out and chasing VAT bills from clients, assisting in setting the fee budgets for clients matters, closing and archiving files.• Liaising with clients, third parties, external counsels, clerks and clients’ insurers in order to ensure consistent progress with their matters.• Dealing with disclosure (preparing lists of documents, bundles), drafting merits assessments, instructions to counsel and witness statements.• Negotiating settlement agreements and attending court hearings.• Carrying out legal research.• Performing general administrative duties including scheduling meetings, organising diaries and responding to telephone queries.• Assisting in training new members of the team.• This role presented me with the opportunity to deal with a variety of clients, including those with a high net worth. I practiced my ability to multitask on different caseloads at the same time. Moreover, I enhanced my capacity to deal with stressful situations and work well to tight deadlines.

• Responsible for registering new claims in the system.• Liaising with clients, solicitors, counsels and clerks at the beginning of the claim.• Managing solicitors’ diaries, responding to general telephone queries and assisting with other administrative tasks.• Provided training to new team members.• This position helped me to develop a flexible and adaptable approach to work. The company shifted towards a more sustainable future - going paperless and this presented innovative ways of working remotely.