I manage a portfolio of around 40 corporate clients ranging from owner managed businesses to fully listed Plc’s. I am responsible for dealing with the compliance matters for all of my clients as well as being involved in all aspects of advisory work. I also specialise in the tax aspects of corporate finance work. I have also taken over the role of a VAT Consultant working closely with the partners on all aspects of VAT advisory work.

I joined The Kinnaird Partnership looking to specialise in taxation. In the early days, the majority of my time was spent on tax compliance for individuals, partnerships, trusts and limited companies. After I qualified as ATT, I started to work very closely with the firms Tax Partner on advisory projects. Although I maintained a compliance portfolio of 160 personal clients and 40 corporate clients, my time was becoming more and more advisory focussed. I have experience of tax due diligence work, reviewing warranties and indemnities, advising on restructuring a corporate group, Inheritance tax planning, and all aspects of VAT planning especially relating to land & property transactions. Once I had qualified as a CTA, I decided that it would be worthwhile looking at a slightly larger firm in order to gain wider experience.

I commenced working in accounts production quickly being “seconded” into the tax department. My duties included accounts review for tax purposes, preparation of personal and partnership tax returns, client meetings and ad hoc work with the partners. Medaccount is a specialist practice dealing only with medical practitioners. I felt that once I had mastered the basics of tax compliance I would be better served to move into a general tax practice where I could gain a wide variety of experience.

I was employed as a sales Consultant dealing directly with the public selling sports equipment. Part of my role was to coach more junior members of staff, deal with the banking and stock ordering. I left Grays, as I had commenced my evening class in accounting and wanted to pursue this career further.