Skill set (8)
Jonathan in a few words
Finance, bookkeeping and Tax professional with over 5 years experience in a variety of roles.
I am hardworking, punctual and incredibly professional. I will look to add value to projects and maximise its financial potential.
Experience
- Big Star Business Management LtdBusiness Manager and Tax accountantJanuary 2021 - Today (4 years and 1 month)Working in a music and creative industries focused accountancy and business management company, my responsibilities include:•Preparing self-assessment Tax returns, for individuals and sole traders.•Corporation Tax return preparation, review and filings.•Daily business management, including cashflow projections, guidance on future ventures including mortgages, loans and pensions.•Tour accounting, budgeting and projection of bottom-line profit.•VAT Moss returns and guidance for clients about IOSS scheme sign up and rulings.•Reconciling and sending quarterly VAT returns to clients along with post Brexit guidance regarding change in place of business rules.
- Hardwick & Morris LLPFinancial, Management & Tax AccountantJanuary 2019 - January 2021 (2 years)Working in a music and owner managed business accountancy and tax practice, my responsibilities included:•Preparing self-assessment Tax returns, for individuals and sole traders.•Corporation Tax return preparation, review and filings.•Non-resident landlord UK tax returns.•Capital Gains Tax returns, and advice.•Cross-border UK/US Tax guidance and assisting senior with non-domicile/residential status.•Inheritance Tax and Trust returns.•Preparation of financial accounts to review stage.•VAT Moss returns and guidance for clients about IOSS scheme sign up and rulings.•Reconciling and sending quarterly VAT returns to clients along with post Brexit guidance regarding change in place of business rules.•Preparing and sending quarterly management accounts.•Reconciliation and preparation of annual royalty distributions to performers. Monthly analysis of various international income sources.•Daily business management of clients, including making payments, assisting in sign up of utilities and guidance on cashflow
- MGR Weston Kay LLPAccountant/Business ManagerJanuary 2017 - January 2019 (2 years)Working in a media focused accountancy and tax firm, my responsibilities included:•Preparing monthly cashflow's for clients on excel.•Using Xero, Sage and QuickBooks online to reconcile bank accounts and import accounting data.•Preparing and reconciling quarterly VAT returns.•Processing daily payments on several bank and setting up new bank accounts for client.•Speaking to suppliers via telephone to set up utilities for our clients.•Analyzing budgets for clients on a monthly basis.•Tour accounting for music clients and our advice and budgeting.
Recommendations
Education
- ATT/CTAPathway2023ATT/CTA