In my role at Daly Park, I have my own list of clients for whom I prepare Annual Accounts, I'm trusted to manage my work, in order to meet deadlines and any requests by clients.
I Prepare Accounts for both Companies and Sole Traders, this involves taking client information either computerised or manual and preparing Working Papers to include Bank Reconciliations and Balance Sheet Schedules, this also entails Finalisation Journals and liaising with Clients regarding any Account queries.
I'm responsible for approximately 80 Clients for whom I prepare Annual Income Tax Returns, these clients vary from Retirees up to High Net Worth individuals with several sources of Income, eg. Shares, Property & Investments.
As a Cross Border Practice, I have a small number of clients for whom i prepare Sole Trader Accounts, these would be UK resident individuals that i complete both UK and ROI Tax Returns.
My role requires that I help train Junior members of staff to prepare Accounts to a required level which i will then review and finalise.
With regards to ROI RCT Returns, I don't submit the Returns but I'm familiar with the process.
Previous roles within Daly Park included:
- Preparing Vat Returns
- Payroll