UK Tax ReturnsCorporate Tax Returns• Computing the total tax liabilities of the clients based on the HMRC guidelines and regulations. • Analyzing the client’s documents that are received and setting up the client in Alphatax. • Preparing the tax computation by corresponding with the clients regarding requirements and queries relating to their tax files. • Setting up new clients on CCH central• Managed to work with the audit team in instances where there were any queries relating to the financial statements. • Preparing the tax packs and delivering the tax computation on agreed service levels. Personal Tax Returns• Assisting Personal Clients with their tax returns. • Arranging client’s documents from client portals/scans into iManage, prepare tax returns by analyzing data from source documents and request further documents during instances they were required. • Computing the tax liabilities of the clients based on the HMRC regulations and guidelines. • Drafting the correspondence to the clients regarding their tax returns. •Using HMRC portal to check payments made by client and saving records into client folders in iManage accordingly.•Forwarding of firm approved tax planning letters to clients. P11Ds•Preparing P11Ds for UK companies along with entering details into the system (Digita) including the creation of new companies into the system. •Information provided by the clients for P11D preparations are evaluated.•Generating P11Ds in pdf format for distribution to employees.UK Trust Accounts•Preparation of trust account working papers, along with reconciling signed accounts with trial balance and performing year end clear down. •Posting various transactions such as payments, receipts, investments and dividends from investments to capital and income accounts through CCH trust accounts. •Preparing a reconciliation of the book cost and market value comparing the investment schedules from CCH trust accounts against the tax reports.

• Oversaw work on behalf of Banking Operations department for the United Kingdom region.• Posted Bank charges to the relevant customer accounts and worked on automated banking queues. • Served as a contact point for customers as well other in-teams with queries and complaints.• Established and monitored customer service standards by employing recognized and comprehensive benchmarks.• Enhanced department structure and workflows to increase coverage and team efficiency in face of dynamic demands• Described product and service details to customers to provide information.• Maintained accurate and current customer account data with manual forms processing and digital information updates. • Developed working relationships with internal and external consumers while assisting with account management duties.• Explained online self-help options to customers to promote additional and after-hours support choices.• Worked as an operator for Transaction Resolutions team under Banking Operations