My PA role within The Accountancy Practice Essex Ltd consists of answering incoming calls from clients, companies, HMRC, answering any queries they may have, I sort the post on a daily basis, scan email and file to the appropriate departments, request act as agent forms, send out professional clearance letters and arrange paperwork pick up’s and drop offs to coincide with our deadlines.
We act on behalf of individuals and Ltd Companies, working alongside them to assist with their administration so that their accounts can be completed swiftly and accurately.
My expertise lays within communicating with clients, agent’s, accountants and anyone that I need to liaise with to collate and complete any tasks. I enjoy helping clients, making sure we are doing everything we can to meet their expectations and more.
I went to South Essex College for two years where I studied Business, within this course I learnt everything from accountancy to marketing for a business while studying for my college course I did part time work as an administrator from which I learnt how important it is to be thorough in everything that I do.
In my spare time I enjoy spending time with my family and going for days out together, I go to the gym at least twice a week with my friends as I like to look after my health and fitness.
My work role consists of:
Completing VAT Returns
Working on Self-Assessment Tax Returns
Bookkeeping using Sage Accounts and Excel
Communicating with both HMRC and Companies House
Filing Annual Returns
Updating and maintaining our client database
Answering the phone
Setting up new Companies
Shadowing Clare learning more about Tax Returns
Any other adhoc duties.
I gained my experience from a bookkeeping background working from home with my mum;I completed VAT Returns, Cash Books and ran a payroll for a few companies. I am also studying towards qualifying as an accountant with the AAT. I have been studying for the last three years, gaining a Level 2 and 3 qualification in Accounting. I am also close to finishing the level 4 qualification with the hope of gaining MAAT status. After completing AAT I wish to become a certified accountant with ACCA to increase my knowledge of Accountancy.
I love working within a team at TAP, our company work together utilising all our strengths. Although, I also thrive working unaided using my own initiative.
I play 7-a-side football every week with my cousin and some friends. On weekends I enjoy socialising with my friends at bars and clubs.