Assistant Accountant

Profile.

Education / Qualification

2021 Ba Hons Accounting and Finance (Graduated with ACCA Accreditation)

• Advanced Financial Reporting
• Strategic Corporate Finance
• Advanced Taxation
• Corporate Governance
• Strategic Management Accounting
• Advanced Audit

A levels including Maths

11 GCSEs A-C including Maths and English

Systems used

Microsoft Word and Excel – Intermediate

FreeAgent

TaxCalc

Xero

About

Detail-oriented Accounting and Finance professional experience across practice and industry environments, supporting Clients and Internal Stakeholders with Statutory Accounts, Tax Compliance, Payroll, VAT, and Financial Reporting. Proven ability to manage Client Portfolios, maintain accurate Financial Records, and support Month End and Year-End Processes. Strong communicator with a proactive approach to problem solving, regulatory compliance, and delivering high-quality financial and administrative support in fast-paced environments.

Competencies
Statutory Accounts Preparation

Corporation Tax & Self-Assessment Returns

VAT Returns and Payroll Processing

Bank Reconciliations and BACS Payments

Month-End & Financial Reporting Support

Client Relationship Management

Invoicing and Credit Control

Data Analysis

Career Summary.

• Manage a portfolio of around 120 Clients – Maintain and Manage Positive Relationships and acting as key point of contact for Accounting / Tax and Payroll Matters
• Prepare and File Statutory Company Accounts & Corporation Tax Returns in line with HMRC and Regulatory Requirements
• Complete Self-Assessment Tax Returns for Individual and Director-Level Clients
• Prepare and Submit Quarterly VAT Returns
• Run and Oversee Monthly Payroll for Multiple Clients
• Respond to Client Queries via Phone and Email – including Maintain accurate and up to date Client Records
• Liaise with various External Stakeholders and HMRC on Client Queries and Submission Matters

• Conducted Daily Bank Reconciliations – ensured accuracy and timely resolution of Discrepancies
• Managed Monthly BACS Payments – Processed Supplier Invoices to support Financial Operations
• Performed Monthly Vehicle Stock Checks & Reconciled Physical Inventory with Financial Records
• Led Weekly Debtor Meetings with Branch Managers – Monitored outstanding Balances and Improved Cash Collection
• Analysed and Reviewed Sales / Financial Data – Provided Actionable Insights
• Assisted Branch Accountant with Month-End Accounts Preparation – Contributed to accurate Financial Reporting
• Maintained Strong collaboration with Internal teams

• Started as Sales Support Coordinator and worked up to Accounts Assistant
• Generated and Issued Invoices to Clients – ensured timely Billings and Payments
• Calculated and Processed Sales teams Commission 
• Bank Reconciliations
• Invoice Management – Ensured all Invoices were paid on time and Monitored Accounts
• Worked Independently and Collaboratively- supported Process improvements across Invoicing / Reporting and Reconciliations
• Provided Administration support across Google Docs and CRM Management
• Researched and Identified New Business Opportunities
• Managed Clients Enquiries