I love my role as it is so varied and I get to work with so many teams: Reception, Corporate, HR and Marketing. The main aspects of my role are to cover reception, Company Secretarial work for clients and assist the HR team with a number of tasks, including booking various courses for the accountants and helping with the organisation of the staff away day and Christmas parties.
My role has progressed during my time here to include assisting with the management of the personal tax compliance service and supporting the tax partner and manager in a wide range of tax advisory matters including inheritance tax, capital gains tax and residence and domicile issues.
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.
I joined the Agriculture and Property team at Ellacotts in July 2017, completing my AAT studies alongside my practical work experience. This was my first experience of working in practice, and I am now progressing through further studies to become ACA qualified.
As a Financial Adviser, I look to build long-term relationships with clients and have a number of clients that came to me when I first started my career and who I still deal with now.
My role day to day includes looking after a wide range of agricultural and rural clients, including sole traders, partnerships, companies and large estates, with my main interests being in large landed estates and trusts.
My main areas of expertise are dealing with personal tax and trust tax returns, P11D’s, personal and Inheritance Tax planning and advice. I enjoy speaking to clients and the varied work that Ellacotts provides every day.
My role is to provide day-to-day book keeping for clients that may not want to employ someone full time to do the work required, generally because of the size and requirements of their business.
My role at Ellacotts is focused on providing advice on all areas of personal tax matters including Income Tax, Capital Gains Tax and Inheritance Tax.
Contact us
We are proud to be recognised as a Top 100 Accountancy firm in the Accountancy Age 2024 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
Cornwall Buildings
45 Newhall Street
Birmingham
B3 3QR
T: +44 (0)121 2894455
Vantage House
2700 Kettering Parkway
Kettering Venture Park
Kettering
Northamptonshire
NN15 6XR
T: +44 (0)1536 646000
Suite 100
99 Bishopsgate
London
EC2M 3XD
T: +44 (0)20 36937315
Elizabeth Court
Church Street
Stratford-upon-Avon
CV37 6HX
T: +44 (0)1789 713555
