Tax Specialist Resume
Contact information
Brian S. De Sanctis
17 Street
San Jose
California
Career objective
Looking for a challenging position of the Tax Specialist Resume the reputed University with a view to use my wide experience for the benefit of the organization.
Driving Licence : Yes
Currently working as a tax consultant on a project basis for a firm of chartered certified accountants specialising in Owner Managed Businesses and High Net Worth Individuals, supplying corporate tax and VAT compliance and consultancy services. Providing tailored corporate and personal tax solutions to companies and directors, identifying problem areas and engineering cost effective tax structures.
Employment History
Name of Employer: Christie & Co (Chartered Certified Accountants - Cirencester)
Position Held: Tax Consultant
Dates From/To: March 2009 to date
DUTIES AND RESPONSIBILITIES:
Provision of adhoc consultancy services and corporation tax compliance and CT600 reviews.
Provision of technical backup and enquiry service including provision of client focussed solutions in connection with VAT and Owner Managed Business issues for company directors and High Net Worth Individuals, achieving significant direct and indirect tax savings.
Preparation of tax planning reports and personal tax solutions with reference to the new higher rate tax regime for HNW clients and company directors.
Presentation of tax planning seminars and business development events, together with associated technical taxmaterial and marketing documentation.
Statutory accounts preparation for diverse SMEs, including provision of corporation tax and associated capital allowance and deferred tax computations, and timely enquiry resolutions.
Provision of pro bono financial administration support to local charities and Worcester based Black Pear Credit Union, together with assistance to local Low Income Tax Reform Group.
Name of Employer: Baker Tilly
Position Held: Assistant Tax Manager
Dates From/To: August 2007 to March 2009
DUTIES AND RESPONSIBILITIES:
Working on a wide range of companies and groups delivering corporate tax compliance services, preparation of corporate tax provisions and timely payment notifications, including deferred tax computations and proof of taxreconciliations in line with UK GAAP and FRS 19.
Preparation of final tax computations and associated CT600s for wide range of companies and groups using the Alphatax software package.
Provision of optimal loss, consortium and group relief computations and solutions, R&D tax credit claims under SME and Large Company Schemes, including contaminated land relief tax credits.
Advising corporate clients on obligations under the Quarterly Instalment Payment regime (QIPs) including provision of explanatory summaries with relevance to specific group structures.
Provision of corporate tax advice on group structures and reorganisations, including striking off redundant subsidiaries using ESC C16 methodology.
ACHIEVEMENTS
Provision of cost effective advice on Enhanced Capital Allowance claims, including general capital allowance and AIA advisory work in connection with both mainstream plant and machinery and specialist energy saving equipment.
Provision of focussed and cost effective remuneration strategy advice to company directors on optimal profit extraction and tax mitigation policies, including dealing with diverse succession planning issues resulting in significant direct and indirect tax savings for clients.
Successful conduct and resolution of diverse personal and corporate tax enquiries on wide range of aspect and specific matters, including direct negotiation with HMRC on clients’ behalf, assistance with response document compilation and provision of case management advice.
Preparation of a wide range of personal tax returns for directors and High Net Worth individuals.
Name of Employer: Hills District Council
Position Held: VAT Consultant (Part time)
Dates From/To: February to June 2007
DUTIES AND RESPONSIBILITIES:
Working on a project basis to review the VAT and tax issues relating to the internal controls that impact upon the processes and procedures within the Council finance department.
Liaison with senior managers, external service providers, Housing Associations and external contractors on VAT related matters, including VAT classification and technical tax related queries.
Overview of monthly VAT returns and maintaining and updating internal VAT library and internal VAT resources and databases, including technical query resolution and direct contact with HMRC.
Provision of part time tax consultancy services to Barlow & Co (previously Oaken Accountants)
ACHIEVEMENTS
Negotiated directly with HMRC VAT Unit in Birmingham to forgo clawback of 350K remediation expenses VAT reclaim in connection with an exempt land sale for a medical centre development and sheltered housing complex in
Provision of focussed VAT Awareness seminars and training materials to staff and senior managers including implementation of VAT technical data logging system.
Updating technical query logging system and rollout of greater awareness of VAT technical issues amongst senior managers and frontline staff in accounts department.
Name of Employer: County Council
Position Held: Business Support Unit Manager (Environmental Services Division)
Dates From/To: June 2006 to December 2006
DUTIES AND RESPONSIBILITIES:
Managing a team of 7 people and performance managing Access team of 10 staff, including conduct of performance and training reviews.
Liaison with Corporate Financial Services VAT officer on various VAT and internal control issues relating to payment of external contractors and service providers.
Managing the operational side of accounts for the Passenger Transport Group (PTG) including preparation of monthly management accounts, and presenting the budget to the Divisional Management Board (DMB) on a monthly basis, with query resolution attached thereto.
Involvement in detailed process mapping and Value For Money (VFM) reviews within WCC, including accounting control improvements rolled out within Environmental Services Division.
ACHIEVEMENTS
Supervising accounting department rollout of major “Making Information Manageable” project within Environmental Services Division within predetermined time constraints.
Liaison with Corporate Financial Services VAT officer and successful resolution of various VAT and internal control problems relating to prompt payment of external contractors and service providers.
Seamless management of the operational side of accounts for the Passenger Transport Group (PTG) including preparation of timely monthly management accounts, and presenting the budget to the Divisional Management Board (DMB) on a monthly basis, with query resolution attached thereto.
Name of Employer: Oaken Chartered Certified Accountants (Formerly ABC Partnership)
Position Held: Tax Manager
Dates From/To: September 1994 to June 2006
DUTIES AND RESPONSIBILITIES:
Preparation of CT600 corporate tax returns for diverse OMB sector companies, with associated claims attached thereto for loss relief, group relief and deferred tax, including management and resolution of varied aspect and specific corporation tax enquiries.
Preparation of personal tax returns for diverse UK and non-resident clients, including related correspondence with Revenue and successful enquiry resolutions.
Management of diverse issues of tax compliance for personal and corporate clients, including consultancy on group reorganisation issues and related implications for interaction of taxes.
ACHIEVEMENTS
Achievement of significant decrease in tax payable for Schedule D clients by identification of tax planning opportunities, development of tax avoidance strategies and presentation of seminars.
Cost effective and timely agreement of diverse tax computations with Inland Revenue, with early resolution of queries, including preparation of documentation for appeals before Commissioners.
Clarification of diverse tax issues including loss relief options, VAT registration queries, employee remuneration planning, CGT planning, capital allowance availability and Self Assessment issues.
Provision of cost effective and practical personal and corporate tax planning, including loss relief maximisation, utilisation of group relief and CGT related matters, including consultancy on diverse IR35 issues for OMB sector clients.
Preparation of reports for private client reporting purposes on CGT & IHT planning issues, including advice on adjustments to Wills, Joint Tenancy issues, and implementation of trusts.
Name of Employer: Marks & Clerk Chartered Patent Agents
Position Held: Group Company Accountant
Dates From/To: January 1994 to September 1994
Name of Employer: NR Business Management
Position Held: Supervisor
Dates From/To: August 1992 to January 1994
Name of Employer: Moores Rowland International
Position Held: Audit Senior (Training contract)
Dates From/To: June 1989 to August 1992
Name of Employer: Clement Keys & Co: Insolvency Practitioners
Position Held: PA to Senior Insolvency Partner
Dates From/To: August 1987 to June 1989
IT Skills: Iris Accounts & Tax Suite
Word 7, Excel 7
Alphatax, Pertax
ISIS, MS Office, Sage Line 50
References
Brian S. De Sanctis
Manager
Wap Company.
Brian_ De Sanctis @gmail.com
