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Qualified Accountant and Finance Professional
Tauseef Tariq
,
Knutsford, United Kingdom
Experience
Other titles
Skills
I'm offering
Qualified Accountant and Finance Professional with a proven track record of providing a diligent and dedicated service to clients and stakeholders with relationship management for providing an effective service to and beyond client requirements. Exceptionally clear, concise and professional communication skills to all levels of stakeholders from senior management board level and professional colleagues to all variants of client backgrounds from multi-billion pound investor right through to sole trader.
Markets
United Kingdom
Industries
Language
English
Fluently
Ready for
Larger project
Ongoing relation / part-time
Full time contractor
Available
My experience
2019 - 2020
job
Project Accountant
Albany SPC Services Ltd.
Overview of role - responsible for the financial administration and financial reporting of multiple PFI projects and company groups (SPCs).
Achievements -
• Migration of management accounts processes for entities to FAST Methodology Financial Models.
• Directing a Working Group comprised of Local Authority and Facilities Management Supplier to reconcile and resolve 6 figure outstanding working capital balances.
• Effectively managing relationships and expectations between Banks, Lenders and Shareholders, Suppliers, Operations Personnel and SPC Directors.
Responsibilities include:
• Agreeing billable amounts with customers and raising sales invoices.
• Ensuring purchase invoices are approved and processed according to contracts and delegated authorities.
• Ensuring customer and supplier payments according to agreed terms.
• Maintaining sales ledger, purchase ledger and journal entries in Sage.
• Managing cash flows between bank accounts and reviewing bank reconciliations.
• Preparing VAT reconciliations and preparing and submitting VAT returns.
• Preparing quarterly management accounts to deadlines.
• Preparing written commentary and variance analysis.
• Updating project operating models quarterly for actual results and cash flows.
• Prepared statutory accounts and supporting year-end audit files.
• Prepared unaudited interim accounts as required under the terms of the Financing Agreements, legislation or as requested by the Finance Manager.
• Analysing income and expenditure to support external preparation of tax computations.
• Assisting with the administration and reporting of the SPC's tax affairs, including VAT, CIS, CT61 and Corporation Tax.
• Ensuring on-account payments of corporation tax and VAT are made on time.
• Review and application of legal contracts for financial and commercial matters.
• Assisting with the delivery of the SPC's contractual reporting requirements.
• Assisting with the financial aspects of any project variations in conjunction with Operations Personnel and the Finance Manager.
• Providing support and assisting in the development of junior team members.
• Supervising and signing off on work prepared by Accounts Assistants.
Medical Equipment Supplies and Management, Chorley, UK - End to end equipment and services solutions provider to clinical trials organisation across the globe.
Achievements -
• Migration of management accounts processes for entities to FAST Methodology Financial Models.
• Directing a Working Group comprised of Local Authority and Facilities Management Supplier to reconcile and resolve 6 figure outstanding working capital balances.
• Effectively managing relationships and expectations between Banks, Lenders and Shareholders, Suppliers, Operations Personnel and SPC Directors.
Responsibilities include:
• Agreeing billable amounts with customers and raising sales invoices.
• Ensuring purchase invoices are approved and processed according to contracts and delegated authorities.
• Ensuring customer and supplier payments according to agreed terms.
• Maintaining sales ledger, purchase ledger and journal entries in Sage.
• Managing cash flows between bank accounts and reviewing bank reconciliations.
• Preparing VAT reconciliations and preparing and submitting VAT returns.
• Preparing quarterly management accounts to deadlines.
• Preparing written commentary and variance analysis.
• Updating project operating models quarterly for actual results and cash flows.
• Prepared statutory accounts and supporting year-end audit files.
• Prepared unaudited interim accounts as required under the terms of the Financing Agreements, legislation or as requested by the Finance Manager.
• Analysing income and expenditure to support external preparation of tax computations.
• Assisting with the administration and reporting of the SPC's tax affairs, including VAT, CIS, CT61 and Corporation Tax.
• Ensuring on-account payments of corporation tax and VAT are made on time.
• Review and application of legal contracts for financial and commercial matters.
• Assisting with the delivery of the SPC's contractual reporting requirements.
• Assisting with the financial aspects of any project variations in conjunction with Operations Personnel and the Finance Manager.
• Providing support and assisting in the development of junior team members.
• Supervising and signing off on work prepared by Accounts Assistants.
Medical Equipment Supplies and Management, Chorley, UK - End to end equipment and services solutions provider to clinical trials organisation across the globe.
Accountant, Manager, Processes, Interim, Working capital, Organization, Development, Administration, Support, Sales, Finance, Management, Audit, Contracts, Operations
2018 - 2019
job
Financial Reporting and Compliance Manager
unknown.
Overview of role - Annual Audit, Tax (including International Taxes), financial controls, group reporting. Business partnering across the organisation and driving through and closing out improvements projects across the business.
Achievements -
• Directing a company-wide project to prepare the business for MTD for VAT. Managed as a project life cycle.
• Engaging with US customers and US auditors to initiate a US tax reclaim circa £460k.
• Seamlessly migrating banking facilities and operations from one bank to another
Responsibilities include:
• Annual Audit - producing the statutory accounts, leading the audit effort from client's side, liaising with the auditor and external tax advisers for the Statutory accounts and CT600
• Financial reporting to Group requirements via Hyperion FM and liaising with Group Tax reporting and tax divisions, including US Sarbanes-Oxley compliance.
• Preparation of quarterly tax packs for submission to Group via Onesource reporting software.
• Working with Group Corporate Tax division to resolve queries and provide reconciliations.
• Working with Group Corporate Tax division to identify scope for tax relief across entities and geographies.
• Reviewing and overseeing tax entries for monthly management accounts reporting.
• Responsible for PAYE, VAT, intrastat, EC Sales compliance (including International Taxes, US Sales and Use Tax, US Income taxes).
• Planning for changes to VAT as a result of Brexit scenarios, leading working group to liaise with all relevant areas of business providing information updates, training, materials.
• Reviewing balance sheet and profit and loss from a financial controls side.
• Pre-empting and guiding the business where required to minimise errors in financial and accounting reporting and data processing.
• Scoping, designing and instituting controls impacting Financial reporting and compliance across the organisation e.g.; data entry processes for compliance reporting, invoicing processed for correct revenue recognition.
• Communicating out to relevant parties within and without Finance and preparing documentation and working files for implementing IFRS standards as they become mandatory, e.g., IFRS' 9, 15 & 16.
• Managing an assistant accountant, to include reviewing work completed, enlisting to support my workload and mentoring individual's study progress.
• Business partnering across the organisation and driving a number of IT Projects in the business for compliance and efficiencies.
• Reviewing the business ERP (Epicor) logic, reporting and controls for correctness and accuracy.
• Producing documentation to cover Finance and Systems training and business knowledge warehouse requirements.
• Partnering across the business for continuing systems implementations and improvements, involving extensive user testing, documentation, rollout, training and monitoring.
• Reviewing the business' contingency plans and risk areas and working on mitigation planning with partners across the business and Group e.g. Brexit, China business.
Advance Accounting Solutions, Chester, UK - Part of a multimillion pound business providing payroll, back office and accountancy services to businesses and SMEs.
Achievements -
• Directing a company-wide project to prepare the business for MTD for VAT. Managed as a project life cycle.
• Engaging with US customers and US auditors to initiate a US tax reclaim circa £460k.
• Seamlessly migrating banking facilities and operations from one bank to another
Responsibilities include:
• Annual Audit - producing the statutory accounts, leading the audit effort from client's side, liaising with the auditor and external tax advisers for the Statutory accounts and CT600
• Financial reporting to Group requirements via Hyperion FM and liaising with Group Tax reporting and tax divisions, including US Sarbanes-Oxley compliance.
• Preparation of quarterly tax packs for submission to Group via Onesource reporting software.
• Working with Group Corporate Tax division to resolve queries and provide reconciliations.
• Working with Group Corporate Tax division to identify scope for tax relief across entities and geographies.
• Reviewing and overseeing tax entries for monthly management accounts reporting.
• Responsible for PAYE, VAT, intrastat, EC Sales compliance (including International Taxes, US Sales and Use Tax, US Income taxes).
• Planning for changes to VAT as a result of Brexit scenarios, leading working group to liaise with all relevant areas of business providing information updates, training, materials.
• Reviewing balance sheet and profit and loss from a financial controls side.
• Pre-empting and guiding the business where required to minimise errors in financial and accounting reporting and data processing.
• Scoping, designing and instituting controls impacting Financial reporting and compliance across the organisation e.g.; data entry processes for compliance reporting, invoicing processed for correct revenue recognition.
• Communicating out to relevant parties within and without Finance and preparing documentation and working files for implementing IFRS standards as they become mandatory, e.g., IFRS' 9, 15 & 16.
• Managing an assistant accountant, to include reviewing work completed, enlisting to support my workload and mentoring individual's study progress.
• Business partnering across the organisation and driving a number of IT Projects in the business for compliance and efficiencies.
• Reviewing the business ERP (Epicor) logic, reporting and controls for correctness and accuracy.
• Producing documentation to cover Finance and Systems training and business knowledge warehouse requirements.
• Partnering across the business for continuing systems implementations and improvements, involving extensive user testing, documentation, rollout, training and monitoring.
• Reviewing the business' contingency plans and risk areas and working on mitigation planning with partners across the business and Group e.g. Brexit, China business.
Advance Accounting Solutions, Chester, UK - Part of a multimillion pound business providing payroll, back office and accountancy services to businesses and SMEs.
Accountant, Manager, Processes, Intrastat, Processing, Audit, Logic, Organization, Software, China, International, Office, Testing, Monitoring, Operations, Support, It, Banking, Compliance, Sales, Finance, Management, Mentoring, Training, User testing, ERP, Audit
2014 - 2018
job
Head of Accounting & Tax
unknown.
Overview of role - Responsibility and managing of the tax and accounting part of a group business. Entailing direct client contact, interaction and advisory service. Management of the accounting/tax team.
Achievements -
• Creating an accounting and tax function and recruiting and managing a team to provide this service.
• Generating, managing and reporting on entirely new and substantial revenue stream for the group business
• Efficiently managing the migration of the client portfolio from excels based accounting toward award-winning, customer facing online accounting software/portal.
Responsibilities include:
• Providing support to the Group Finance Director on bespoke solutions for business to business purposes
• Provide active support to Group Finance Director and business partners for wider group finance-related matters, including exploration of legislation change implications on accounting/tax matters. For example, debt liability changes for public sector contracts and supply chain implications, flat rate VAT changes and how this would impact business models where this was utilised.
• Analysing large volumes of financial data using Microsoft Excel to extrapolate and formulate commercial oppurtunities, modelling and forecasting revenue streams from such data sets.
• Modelling and comparing pricing structures for corporate client business for optimal service and profit - extensive use of Microsoft Excel.
• Management of a growing portfolio of clients (now circa 400), providing comprehensive accounting and tax compliance services including statutory accounts, corporation tax, VAT, personal tax, advisory and planning
• Preparing management accounts on a monthly/ad-hoc basis for key Clients and providing analysis and commentary on such reports
• Making statutory submissions to HMRC and liaising with HMRC and other stakeholders on behalf of the group business
• Being an in-house resource and point of contact within the business for technical/accounting/compliance matters to do with income tax, VAT, corporation tax and organizational compliance responsibilities.
• Working with the Group Financial Controller to provide data and documents for the external audit. Fielding external audit enquiries.
• Leading an industry specific regulatory audit and being the main point of contact for this.
• Manager of team of 3 people to include overseeing of individuals' training and development, planning workload and query resolution
• Close liaising and working with outsourced IT developers for launching of new system, testing and completion, also including management of ongoing relationship with regards to beta testing of new functionalities
• With the new software system, reviewing new processes for client onboarding and introduction to clients. This involves designing training regimes for team members on an ongoing basis, with documents and training sessions.
Maverick Models, Manchester, UK - Boutique modelling agency holding contracts with large multinationals (e.g., L'Oreal, Proctor & Gamble, Wella, Adidas)
Achievements -
• Creating an accounting and tax function and recruiting and managing a team to provide this service.
• Generating, managing and reporting on entirely new and substantial revenue stream for the group business
• Efficiently managing the migration of the client portfolio from excels based accounting toward award-winning, customer facing online accounting software/portal.
Responsibilities include:
• Providing support to the Group Finance Director on bespoke solutions for business to business purposes
• Provide active support to Group Finance Director and business partners for wider group finance-related matters, including exploration of legislation change implications on accounting/tax matters. For example, debt liability changes for public sector contracts and supply chain implications, flat rate VAT changes and how this would impact business models where this was utilised.
• Analysing large volumes of financial data using Microsoft Excel to extrapolate and formulate commercial oppurtunities, modelling and forecasting revenue streams from such data sets.
• Modelling and comparing pricing structures for corporate client business for optimal service and profit - extensive use of Microsoft Excel.
• Management of a growing portfolio of clients (now circa 400), providing comprehensive accounting and tax compliance services including statutory accounts, corporation tax, VAT, personal tax, advisory and planning
• Preparing management accounts on a monthly/ad-hoc basis for key Clients and providing analysis and commentary on such reports
• Making statutory submissions to HMRC and liaising with HMRC and other stakeholders on behalf of the group business
• Being an in-house resource and point of contact within the business for technical/accounting/compliance matters to do with income tax, VAT, corporation tax and organizational compliance responsibilities.
• Working with the Group Financial Controller to provide data and documents for the external audit. Fielding external audit enquiries.
• Leading an industry specific regulatory audit and being the main point of contact for this.
• Manager of team of 3 people to include overseeing of individuals' training and development, planning workload and query resolution
• Close liaising and working with outsourced IT developers for launching of new system, testing and completion, also including management of ongoing relationship with regards to beta testing of new functionalities
• With the new software system, reviewing new processes for client onboarding and introduction to clients. This involves designing training regimes for team members on an ongoing basis, with documents and training sessions.
Maverick Models, Manchester, UK - Boutique modelling agency holding contracts with large multinationals (e.g., L'Oreal, Proctor & Gamble, Wella, Adidas)
Testing, Manager, Portal, Winning, Processes, Contracts, Audit, Online, Software, Public sector, Development, Regulatory, Excel, Support, It, Compliance, Service, Finance, Management, Onboarding, Training, Audit, Contracts, Forecasting
2013 - 2014
job
Financial Accountant
unknown.
Responsibilities include:
• Maintenance, calculating, updating and distribution of monthly remittance statements for agency models
• Ownership of invoicing to clients including maintaining business relationships through client accounts payable functions
• Sales variance analysis and financial planning to aid business in budgeting and forecasting to meet financial and business objectives
• Point of contact with external auditors and providing all necessary documentation and information
• Assisting external auditors with audit planning, testing and review
• Working with business to implement audit recommendations or review existing processes and controls
• Bank statement reconciliations and maintenance and updating of accounts ledgers
• Credit Control including liaising with County Court for disputed outstanding payments
• Advising business owner on financial and legal matters
• Providing accountancy and tax advice and guidance to self-employed clients generated by the business
• Maintenance, calculating, updating and distribution of monthly remittance statements for agency models
• Ownership of invoicing to clients including maintaining business relationships through client accounts payable functions
• Sales variance analysis and financial planning to aid business in budgeting and forecasting to meet financial and business objectives
• Point of contact with external auditors and providing all necessary documentation and information
• Assisting external auditors with audit planning, testing and review
• Working with business to implement audit recommendations or review existing processes and controls
• Bank statement reconciliations and maintenance and updating of accounts ledgers
• Credit Control including liaising with County Court for disputed outstanding payments
• Advising business owner on financial and legal matters
• Providing accountancy and tax advice and guidance to self-employed clients generated by the business
Forecasting, Audit, Sales, Accountant, Testing, Audit, Processes
2012 - 2013
job
Practice Accountant
Accountancy Place.
• Responsible for a portfolio of up to 130 clients at a time
• Provision of comprehensive tax and accounting solutions to portfolio clients
• Management of 3 assistant and junior team members including reviewing work, signing off, feedback and appraisals
• Seeking opportunities for tax planning and advisory services, following through with clients
• Visiting clients within the North West
• Financial Reporting to Practice Partners of business performance and analysis of profitability objectives.
Augentius Fund Administration LLP, London, UK - Multinational private equity and property fund accounting firm. International presence with eight figure turnover.
• Provision of comprehensive tax and accounting solutions to portfolio clients
• Management of 3 assistant and junior team members including reviewing work, signing off, feedback and appraisals
• Seeking opportunities for tax planning and advisory services, following through with clients
• Visiting clients within the North West
• Financial Reporting to Practice Partners of business performance and analysis of profitability objectives.
Augentius Fund Administration LLP, London, UK - Multinational private equity and property fund accounting firm. International presence with eight figure turnover.
Administration, Management, Accountant, International, UP
2011 - 2011
job
Client Services Assistant Accountant
unknown.
Responsibilities included:
• Preparation of management accounts for up to multi-billion pound private equity funds to agreed internal deadlines for first review
• Preparation of ad hoc analysis for review (all requests to be responded to within 24 hours)
• Ensuring all client queries are satisfactorily responded to
• Performing weekly bank reconciliations on all client bank accounts
• Calculation and preparation of Drawdown and Distribution notices
• Keeping abreast of and understanding the points of Limited Partnership Agreements, business to client Fee Agreements and Service Level Agreements
• Preparation of management accounts for up to multi-billion pound private equity funds to agreed internal deadlines for first review
• Preparation of ad hoc analysis for review (all requests to be responded to within 24 hours)
• Ensuring all client queries are satisfactorily responded to
• Performing weekly bank reconciliations on all client bank accounts
• Calculation and preparation of Drawdown and Distribution notices
• Keeping abreast of and understanding the points of Limited Partnership Agreements, business to client Fee Agreements and Service Level Agreements
Management, Service, Accountant, Performing, UP
2008 - 2011
job
Accounts Senior
Paystream Accounting Services Ltd.
Achievements -
• Carrying out a project to move 2000+ clients from paper to online returns
Responsibilities included:
Corporate Tax
* Providing tax compliance and accounting services for up to 450 clients
* Calculation and preparation of corporation tax computations and preparation of limited company (turnover up to £0.5 million) client CT600 returns and submission within statutory deadlines
* Providing up to date and relevant tax advice to clients, many of whom are new to business setups, entailing keeping lines of communication open and active and getting to understand clients' priorities, circumstances and future plans
* Liaising by phone, letter and email with HMRC on clients' behalf for tax settlement or return submission query purposes
* Preparing Corporation Tax Audit files and relevant material for HMRC enquiries
* Acting on behalf of clients with HMRC in matters of disputes or overdue returns/settlements, entailing communications and representations
Personal Tax
* Calculation of personal tax computations and preparation of personal tax returns. Involved closely liaising with clients, dispensing advice and planning for future reporting periods
* Working closely with clients to maximise tax-efficient personal earnings
* Submission, monitoring and communication to clients of statutory duties to preclude penalties and overdue notices
VAT & Other
* Calculation and preparation of client quarterly/annual VAT returns, communicating amounts, payment details and any other pertinent details to clients
* Calculation of client PAYE/NI liabilities and communicating amounts, payment details and any other pertinent details to clients
* Preparation of statutory year end returns (P60,P11D,P14,P35)
* Keeping in regular contact with clients to ensure they keep to statutory filing and tax settlement deadlines including sending regular reminders
* Engaging with and hosting HMRC VAT inspectors for client VAT inspections
* Advising clients on efficient avenues of investing and tax relief within the context of their companies' financial circumstances. Involved advising on appropriate salary, dividend, expenditure and investment levels on behalf of their companies
• Carrying out a project to move 2000+ clients from paper to online returns
Responsibilities included:
Corporate Tax
* Providing tax compliance and accounting services for up to 450 clients
* Calculation and preparation of corporation tax computations and preparation of limited company (turnover up to £0.5 million) client CT600 returns and submission within statutory deadlines
* Providing up to date and relevant tax advice to clients, many of whom are new to business setups, entailing keeping lines of communication open and active and getting to understand clients' priorities, circumstances and future plans
* Liaising by phone, letter and email with HMRC on clients' behalf for tax settlement or return submission query purposes
* Preparing Corporation Tax Audit files and relevant material for HMRC enquiries
* Acting on behalf of clients with HMRC in matters of disputes or overdue returns/settlements, entailing communications and representations
Personal Tax
* Calculation of personal tax computations and preparation of personal tax returns. Involved closely liaising with clients, dispensing advice and planning for future reporting periods
* Working closely with clients to maximise tax-efficient personal earnings
* Submission, monitoring and communication to clients of statutory duties to preclude penalties and overdue notices
VAT & Other
* Calculation and preparation of client quarterly/annual VAT returns, communicating amounts, payment details and any other pertinent details to clients
* Calculation of client PAYE/NI liabilities and communicating amounts, payment details and any other pertinent details to clients
* Preparation of statutory year end returns (P60,P11D,P14,P35)
* Keeping in regular contact with clients to ensure they keep to statutory filing and tax settlement deadlines including sending regular reminders
* Engaging with and hosting HMRC VAT inspectors for client VAT inspections
* Advising clients on efficient avenues of investing and tax relief within the context of their companies' financial circumstances. Involved advising on appropriate salary, dividend, expenditure and investment levels on behalf of their companies
Audit, Compliance, Hosting, Monitoring, Online, Audit, UP
2006 - 2008
job
Credit Controller
unknown.
Achievements -
• Integral in creating a new credit control department - set up processes and procedures to collect funds efficiently, ethically and maintaining customer relations.
• Reduction of £0.95m debt by 90% in 11 months
• Reporting to the directors on a regular basis on the progression of collections activities
Responsibilities included:
• Responsible for invoicing, monitoring and collecting backdated VAT and other debt from (accounting and corporate) clients
• Managing credit and credit terms between the organisation and clients
• Maintaining positive and constructive financial and working relationships with corporate clients
• Integral in creating a new credit control department - set up processes and procedures to collect funds efficiently, ethically and maintaining customer relations.
• Reduction of £0.95m debt by 90% in 11 months
• Reporting to the directors on a regular basis on the progression of collections activities
Responsibilities included:
• Responsible for invoicing, monitoring and collecting backdated VAT and other debt from (accounting and corporate) clients
• Managing credit and credit terms between the organisation and clients
• Maintaining positive and constructive financial and working relationships with corporate clients
Monitoring, Organization, Processes, UP
My education
University of London
BSc, Computer Science
BSc, Computer Science
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