I work with a variety of our client businesses here including sole traders, partnerships, trusts, and limited companies. I enjoy working alongside our client to tailor solutions to achieve their goals. I have a passion for tax, and tailoring tax solutions for our client’s needs as and when they arise to enable their success.
On a typical work day as a tax trainee at Ellacotts, you will find me collating information from clients to draft their personal tax returns, registering partnerships and partners for Self-assessment, and liaising with the Revenue for the clients.
I have worked in the financial services industry now for over 30 years, providing advice on all aspects of financial planning including, personal and business protection, pension and retirement income planning, investments, inheritance tax planning and long-term care funding, with a particular focus on tax mitigation and capital protection.
I joined Ellacotts in September 2022, after completing a master’s degree in mathematics at Loughborough University. I am excited by the new experiences and challenges, as a new Trainee Accountant in the Agricultural and Property department.
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.
Having previously worked in high-end retail management for 22 years, and 9 years as the office manager for a Country house estate agent, I bring both great customer rapport, and service skills, and excel in time management and organisation.
I joined Ellacotts in July 2022 as an HR Coordinator. Some of my responsibilities include managing the starter and leaver process, assisting in developing and implementing HR policies and procedures, and actioning feedback from our Employee Engagement Survey. I also help to organise our annual Staff Away Day and Christmas Events.
My typical day-to-day duties involve preparing accounts and tax computations for small to medium businesses, including limited companies, sole traders and partnerships. I am also involved in on-site audits with clients.
My day-to-day role includes preparing statutory accounts, business tax and personal tax computations for clients. I also assist the partners and managers wherever possible on wider business and taxation matters.
Contact us
We are proud to be recognised as a Top 100 Accountancy firm in the Accountancy Age 2023 survey. We are longstanding and active UK200Group members, and affiliate members of AGN, an international association of accountants. We have One Star Best Companies status, reflecting our commitment to being a great workplace. As a Xero Platinum Partner, we are dedicated to supporting our clients in online accounting.
Countrywide House
23 West Bar Street
Banbury
Oxfordshire
OX16 9SA
T: +44 (0)1295 250401
