J&P Accountants

• Indirect Tax Compliance. 
I reviewed the VAT filings in various tax regimes, identified inappropriate transaction data used and VAT calculation methods, organised training and provided detailed guidance to improve and enhance the accuracy of VAT returns.

• VAT Investigation. 
I managed the whole process of VAT investigation cases, from clients' communication to tax authority negotiation. My thorough analysis, considerably planned counter-assessments, and comprehensive cover letter to caseworkers generated efficient procedures and positive results.

• VAT Compliance Achievements. 
I successfully claimed back nearly £0.5 million in VAT repayments from HMRC and saved over €30k for my clients in disputed VAT with Italian tax authorities. 

• VAT Compliance Research & Guidance. 
Based on clients’ VAT enquiries and investigation cases, I have written well-structured and documented VAT case studies, identified the key matters supported by relevant VAT regulations, and created comprehensive VAT guidance for France, Netherlands, Austria, Italy, UAE and KSA. This comprehensive guidance ensures that all VAT-related matters are handled with precision and thoroughness, providing each team with the necessary support and advice.

•Tax Compliance Projects Management. 
Proactively identifying urgent tax compliance requirements, I extensively researched and communicated with the tax authority and related organisations. I created instructive action plans and detailed procedures and completed projects such as the Netherlands eHerkenning transitions with a high success rate within tight deadlines. This proactive approach ensures that all tax compliance requirements are met efficiently and effectively.

•Team support. 
Professionally dealt with clients' VAT enquiries and complaints to support the Client Success Team and created critical VAT compliance articles for marketing and business development purposes.

Indirect Tax  Compliance Manager

OSOME

VAT Compliance Checks and Guidance

• Managed VAT compliance checks. e.g., a thorough review of VAT records and returns, technical VAT assessment analysis, successful appeal, penalty suspension and reduction.

• Conducted Pre-VAT return assessments for clients with large VAT repayment claims. 
For example, the HMRC investigation was launched as predicted and managed successfully. I helped the client claim over £640,000 in input VAT without further inquiries from the UK tax authority. 

• Identified a massive finance system inaccuracy for VAT purposes and proposed changes to ensure that VAT should be appropriately accounted for. 


VAT Advisory and Support

• Managed technical VAT Cases. e.g. Reverse Charge, VAT Schemes, e-commerce VAT Compliance, Group VAT Registration, Appeal FRS withdrawal, Appeal VAT deregistration rejection.

• Provided technical advice on a range of VAT matters. My VAT consulting services were based on specific VAT status and requirements with easy-to-understand advice and up-to-date compliance guidance. I saved unnecessary VAT payments, avoided non-compliance, and facilitated business decisions for my clients.

• Supported the accounting team in answering their VAT queries. e.g., applicable VAT rates on various taxable goods/services and appropriate VAT treatment on specific transaction/business activities. 

• Responding to cross-team VAT enquiries, I provided various VAT support, including VAT registration criteria for the Business Development Team, critical VAT matters and clarification for the Marketing Team, and comprehensive VAT compliance guidance for the Billing Team.
 I ensured that all VAT-related matters were handled precisely and thoroughly, providing each team with the necessary support and advice.

• Managed VAT Registration, Cancellation, and Changes of VAT Details. I ensured that all VAT-related matters were handled with precision and thoroughness.

VAT Specialist

VAT Compliance Check and Safeguards
• I manage VAT Compliance checks daily and have saved my clients over £1.5 million of disputed VAT liabilities and penalties. By analysing the assessments issued by UK, FR, and DE tax authorities, I can make a strong appeal case and reassessment request.                                                                                                                                                                                                                                        
• First-hand VAT Insights. By discussing with officers and team leads from tax authorities, I can understand their VAT expectations and set up guidelines for our accounting practice. I also applied a rigorous procedures to safeguard our company’s rights and qualifications.
    
   VAT Training and Administration
• Building up the VAT knowledge hub with step-by-step and relevant VAT guidance.
• Provide regular VAT compliance training to accounting teams.
• Maintaining and monitoring the portfolios of VAT clients, e.g., tracking VAT submission, updating the accounting software VAT data, and collaborating with the team to keep VAT clients’ records complete, accurate and up to date. 

VAT Projects Development and Policies Making 
• Developed the Indirect Tax Compliance Service Business, generating over £200k in service income. The project involved promoting the services of the Indirect Tax Compliance function, ensuring quality and risk management, and making necessary improvements according to market reactions.
• Built up the database to obtain the most relevant information from tax authorities and government committees and ensured that the latest regulations and tax rules had been analysed and the firm could fully understand and apply these new rules.
• Produced VAT check procedures, client guidance, explanation notes, professional correspondence with tax authorities, assessment reviews, appeal applications, training materials, and template letters.

Accounts Manager

TB Accountants

VAT Returns

• Reviewed, advised, and proved business transactions and invoices from a VAT perspective.

• Provided technical support for VAT treatment to senior accountants and reported on accuracy and compliance matters.

• Responsible for the complete, accurate and timely preparation of VAT accounting journals and VAT returns, together with supporting data and analysis for review by senior accountants. 
    
    Financial Reports Produced and Analysed

• Produced management and annual financial accounts for over forty companies and sole traders with my proven ability of meticulous accuracy and attention to detail. 

• Analysed the Final Accounts to advise clients about their tax obligations and accounting and tax treatment based on the proper accounting principles and tax legislation.

Junior Accountant

Barrette Limited

•	Bookkeeping
•	Financial Accounts
•	Payroll

Key Responsibility:

-Payroll (Sage 50 Payroll):  

•	Processing Monthly and Quarterly Payroll on a bi-weekly basis for about 500 employees of 100 small and medium size companies.
•	Submitting the Full Payment Submission (FPS) & Employer Payment Summary (E-submissions/EPS) on time and sending Pay Slips and remittances of PAYE and NIC payments (P32) when due.
•	Collecting employees’ data and processing new hire documents (Start checklist &P46) and terminations (P45) and maintaining accurate records of sick/maternity/parental leave and holiday pay.
•	Assisting in answering the work status and tax related queries from clients in a good telephone manner.

-Financial Accounts (Sage 50 Accounts and Excel VT Final Accounts):

•	Handling large volumes of invoices (200-500 per day) in a highly organized manner by efficiently classifying, matching and recording various supplier invoices, purchases receipts, and sales records. 
•	Preparing month-end Accounting Entries, including Accruals & Prepayments, Payables & Receivables, Bank Reconciliations, Journal Posting and Trial Balance.
•	Producing Income Statement and Balance Sheet for 50 companies by my proven ability to work under huge pressure and to meet tight deadlines. 
•	Over 80% positive feedback from our clients who receive my detailed Financial Reports. It helps them to identify their trading deficiencies and opportunities.

-Accounting Assistant: 

•	Having designed a structured Working-Schedule Spreadsheets, which enhance the efficiency of the work and clarity of responsibilities of each payroll task.
•	With good communication skills and capability to work well as part of a team, I provide support to senior accountants as required. 
•	Assisting directors with answering ad-hoc queries, preparing quarterly VAT returns and dealing with day to day administration and operation.

Accounts Assistant & Payroll Clerk

Harvestland Limited

•	Organizing Nationwide Training Program
•	Financial Management
•	Accounts Management

Key Responsibilities:

-Organizing Nationwide Training Program:

•	Successfully adapted to the changing situations to create a new service model by keeping commercial awareness and with a Can-do attitude.
•	Worked across over 20 cities to arrange training programs and delivered courses to over 270s clients. These experience enhanced my communication skills to build long-term business relationships with suppliers and clients.

-Financial Management:

•	Reduced almost 50% unnecessary expenses by analyzing and presenting Cash Flowing problems.  
•	Financially kept the business on track by reviewing and recording Cash transactions, Cheque, Credit Card, and Bank Statements and conducting and Bank Reconciliation. 
•	Made sure that all Expenses claimed are collated and paid on time by tracking expenditure to purchases invoices, and summarized the monthly and annually expenditures. 
•	Able to identify the pattern and trends of sales during the process of raising sales invoices, coding, and posting them to sales ledgers. 
•	Chased back all aged trade receivables by regularly checking outstanding customer accounts, sending reminders via telephone & email, and setting up early settlement discount to encourage payments.

-Accounts Management:

•	All customers’ database, staff records, and training centers information were maintained up to date and easy to access for authorized staff. 
•	Worked with Directors and business partners, and provided the marketing analysis report and business plan to help the company to have a full vision of the markets.

Training Consultant

At J&P Accountants, my role as Indirect Tax Compliance Manager involves steering our VAT compliance and consultancy services, fostering client relationships, and spearheading team development. With an adept understanding of VAT intricacies, my tenure includes implementing rigorous review protocols and guiding clients through complex tax landscapes, evidenced by a major VAT recovery exceeding £1 million without subsequent inquiries from 2023-2024.

Previously at OSOME, we facilitated tailored VAT compliance solutions and assessments, enhancing financial system accuracy for optimal VAT accounting. This experience, paired with my financial accounting skills, allows me to deliver strategic solutions that align with evolving tax regulations. My commitment to J&P Accountants extends to driving business growth through effective marketing and business development initiatives.

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