Stan S. Email & Phone Number

Managing own portfolio of 230-260 clients predominantly of medical professionPreparing and submitting Tax Returns for individuals, partnerships, trusts and companies (full cycle).Advising clients on tax compliance matters, tax rules and legislationPreparing property accountsPreparing 60 day CGT Tax Returns, expenses claimsPerforming tax reviews of accounts for partnerships, working closely with the Accounts department and with partnerships' managersReviewing accounts for potential benefits in kind, preparing and submitting PAYE Settlement Agreements (PSA) /P11DsCreating various templates on Excel for Tax and Accounts departments to use, such as a tax computation for tax adjustments and Add-backs, enhanced tax questionnaires, personal expenses questionnaires, locum accounts questionnaires and other templates. Working closely with managers to test and enhance templates and proceduresRunning a comprehensive control sheet (workflow), managing own time and workloadAssisting a partner with his portfolio and with ad hoc tasksAssisting newly joined colleagues, explaining procedures and reviewing their workCommunicating verbally and in writing on all levels - clients, Azets partners, partnerships managers, HMRC, peer departments, etcAdvanced Excel user, advanced knowledge of systems

Bournemouth, England, United Kingdom

Assisting with cash flow and budgetingAssisting Sales department on ad hoc basisCredit Control & processing high volume of paymentsDealing with customer queries, route cause analysis, identifying weaknesses in processes, updating proceduresPurchase Ledger, processing suppliers' and contractors' Invoices, setting up pay runs, making ad hoc payments by various methods: card, BACS, CHAPS, chequeSales Ledger, raising Sales Invoices and Credit Notes, issuing refunds to cards and bank accountsFull banking, posting bank entries in Sage 200Bank reconciliationsHandling query ticketsRaising purchase orders, communicating and mediating between warehouse and suppliersPosting transactions and journals in Sage 200Communicating on all levels

Bournemouth, United Kingdom

https://caspianone.com/Temporary roleUpdating proceduresImplementing controls with help of Excel / Word / PDFproGenerating Sales Invoices for temporary and permanent work placement on TMSBookkeeping on Sage 50 / processing suppliers' and contractors' InvoicesAssisting the Finance department and recruitment consultants on ad hoc basisDealing with day to day contractors', freelancers' and clients' queriesProcessing contractors' Invoices and timesheets for the UK and overseas contractors and freelancers

Bournemouth, United Kingdom

https://www.bcft.aeroRunning accounting and payroll functions using Xero and Sage Payroll packagesAssisting with management accountsWriting up accounting and administration procedures, reviewing and implementing policiesProcessing Purchase Invoices and preparing Sales InvoicesDealing with suppliers' and students' queriesNegotiating with suppliers / placing purchase orders / making paymentsDaily banking on Xero and HSBC / allocating payments / preparing payment runsRunning Credit Control on Xero with help of Excel / investigate queriesCommunicating at all levels, i.e. with directors, shareholders, suppliers, HMRC, banks, externalaccountants, students and flight instructorsConstantly researching and testing Xero capabilities

Bournemouth, United Kingdom

www.hilldean.comTax preparations for individuals and partnerships in this small yet extremely busy practice of chartered accountants, specialising in providing services to the medical and dental professions.Preparing simple to complex Self Assessment Tax Returns, making paper and online submissions to HMRC on CCHAnalysing information, applying logical thinking to clients' life situationsResearching tax rules and updates, applying rulings of precedent law casesCommunications with clients and governmental bodies such as HMRCMaking suggestions and implementing new policiesAssisting and reporting to the senior tax accountantEffectively liaising and working together with colleagues in accounts department

London, England, United Kingdom

Bookkeeping and preparation of accounts to Trial BalanceRecording 'journals', corrections, accruals and prepaymentsReviewing accounts to TB, period-end procedures, preparing financial reportsPreparing VAT Return and making submissions to HMRC onlineAssisting with Property Letting Accounts, Self-assessment Tax Returns and Corporation TaxReporting to and assisting senior accountantsImproving efficiency at work through updating procedures and creating templatesManaging large data on ExcelTesting and evaluating various accounting software, making recommendation reports to the management

London, England, United Kingdom

Making supplier payments by a credit card, cheque and bank transfersProcessing client paymentsArranging and managing client instalment paymentsLiaising with clients, resolving queries, ensuring the highest standards of customer service and aftersales careSupplier payments by a credit card, cheque and bank transfers

London, England, United Kingdom

Coaching colleagues in MS Navision, ensuring all accounting technicians are fully conversant in the proficient use of all required software applications.Accounts Receivable: issuing invoices, credit control, queries, allocating paymentsAccounts Payable: posting purchase invoices, processing purchase orders, running BACS and cheque payment runs

Aat, Accountancy & Bookeeping

AAT fully qualified.

Acca, Accounting And Finance

Att Cta, Taxation