Tax & Wealth Planning

I joined Ellacotts as a trainee in the tax and wealth planning team in June 2024. I have been tasked with learning how to prepare personal tax returns for clients with the guidance of the team members around me.

After completing my Bsc in accounting and finance I joined Ellacotts in June 2024 as a a tax trainee in the tax and wealth planning department. This position allows me to apply my knowledge to real-life accounting scenarios while serving clients to the best of my abilities.

I am currently a tax trainee in the tax and wealth planning department. I spend most of my day completing personal tax returns for clients with the odd call to HMRC involved as well.

I work in the Tax Department and provide wider support to other teams within the business. My role covers a variety of tasks, working closely with managers and partners in achieving our aims and objectives.

My day-to-day role includes dealing with personal tax compliance, corporation tax returns, the preparation of P11D’s, various VAT-related matters and the preparation of returns and notifications for employment-related securities schemes.