Summary
Overview
Work History
Education
Skills
Additional Information
Languages
Timeline
Generic

Sara Ferreira

Manchester

Summary

Accomplished Tax Associate with a proven track record at Azets Holdings Ltd, adept in tax compliance and software, alongside exceptional organizational and client communication skills. Experience in individual taxation and accounting principles, consistently enhancing financial processes and client trust.

I am proficient at preparing complete and accurate tax and VAT returns. Knowledgeable in overseeing all paperwork for tax preparation.

Overview

10
10
years of professional experience

Work History

Tax Associate

Azets Holdings Ltd
08.2023 - Current
  • Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
  • Maintained detailed records of client interactions and transactions, ensuring the highest level of accuracy and confidentiality.
  • Prepared accurate tax returns for individuals.
  • Participated in continuing education courses to maintain professional knowledge and certifications as a Tax Associate.
  • Prepared annual accounts, including BPR accounts according to the HMRC regulations.
  • Prepared VAT returns.
  • Developed strong relationships with clients through consistent communication regarding their unique needs and goals related to taxation matters.
  • Collaborated with senior Tax Associates to develop solutions for complex tax issues, ensuring compliance and minimizing liabilities.
  • Contacted HMRC on behalf of client to address issues related to tax self-preparation.

Cash Office Assistant

Primark Stores
04.2015 - 07.2023
  • Maintained accurate records of petty cash disbursements, supporting departmental budget control efforts.
  • Improved cash handling accuracy by implementing efficient cash counting procedures.
  • Assisted management with financial reporting tasks, contributing to improved budget tracking and decision-making processes.
  • Accurately processed large volumes of cash as part of the daily deposit process.
  • Provided training to new employees on proper cash handling techniques, ensuring consistent adherence to company policies.
  • Resolved cashier discrepancies promptly, fostering an atmosphere of trust and accountability among team members.
  • Streamlined end-of-day closing procedures, expediting the reconciliation process and reducing overtime expenses.

Education

Bachelor of Science - Accounting And Finance

Manchester Metropolitan University
Manchester, UK
07-2023

AAT Level 4 - Accounting

Manchester College
Manchester, UK
06-2016

Skills

  • Tax compliance
  • Tax software proficiency
  • Individual taxation
  • Accounting principles
  • Year-end tax provision proficiency
  • Organization skills
  • Client communication
  • Data inputting
  • Tax return preparation
  • Account reconciliation
  • Bookkeeping

Additional Information

What I valued the most in any areas of life is the way people treat people. I often see, in Finance, that people are treated as numbers and statistics, and that is for me one of the biggest things where I want to be different in my career. I don't purely work focused in bringing the financial profits to the workplace, but most importantly, to bring the profits of being known as a place where we look after people. Finances often involved the wish of buying a dream house, save for the future, etc, and I believe as professionals, we are very much responsible for the wishes of our clients to become true.

Treat people with respect, equality and understand that everyone is different, and that is a really good thing. We all have something to share and learn everyday.

Languages

Portuguese
Native language
Spanish
Beginner
A1

Timeline

Tax Associate

Azets Holdings Ltd
08.2023 - Current

Cash Office Assistant

Primark Stores
04.2015 - 07.2023

Bachelor of Science - Accounting And Finance

Manchester Metropolitan University

AAT Level 4 - Accounting

Manchester College
Sara Ferreira