Professional Qualifications:

• Fellow of the Institute of Chartered Accountants - 2008
• Associate of the Institute of Chartered Certified Accountants - 2003
• Associate of the Institute of Taxation in Ireland - 2006

Background: 

June 2000: Graduated from Dundalk Institute of Technology with a 2nd class honors degree.

June 2000: Bank of Ireland – I had worked in the bank in accounts and as a cashier during my time in college. In June 2000 I was employed by the Bank to train branch staff in the North East on a new computer system that was being introduced to the braches.

August 2000: Joined CMF, Dundalk as a trainee accountant.

April 2002: Joined Woods Sweetman Balbriggan as a Senior Auditor.

August 2002: Passed final ACCA exams.

February 2003: Joined Niall Byrne and Company as a Senior Auditor.

October 2003: Admitted as an associate to the ACCA.

March 2004: Joined the tax department as a junior tax consultant in Niall Byrne & Co.

May 2006: Passed AITI exams and admitted as an Associate of the Institute of Taxation inIreland.

March 2007: Joined FPM as a tax consultant.

October 2008: Became a fellow of the Institute of Chartered Accountants.

Other Current Positions

• I am in the process of completing the qualified financial advisor exams.

Relevant Experience

Tax Compliance:

• Preparing and submitting UK and Irish Corporation tax computations and returns (including complex group structures) and advising clients on their Corporation tax liabilities.
• Preparing and reviewing UK and ROI Income tax computations and returns.
• Managing an extensive portfolio of Corporation and personal tax clients.
• Reviewing the preparation of ROI VAT returns.
• Preparation of VIES & Intrastat statements.
• Reviewing and preparing RCT returns.
• Advising on dividend withholding tax clearances.
• Payroll compliance queries.

Tax Consultancy:

• Advise Clients with regard to capital acquisition tax, capital gains tax and stamp duty in the Republic of Ireland.
• Negotiating / corresponding with the Inspector of Taxes on Corporate and Income tax enquiries / investigations.
• Negotiating / corresponding with the Inspector of taxes on special case investigations/audits.
• Researching and documenting technical issues in all areas of tax and advising on same.
• Structuring and implementing group reorganisations.
• Advising on the tax efficient extraction of funds from a company.
• Tax planning on the sale and gifting of property.
• Income tax planning on the remuneration of company executives.
• Wealth Management.

Company Secretarial:

• Incorporation of new companies in the Republic of Ireland.
• Preparation and submission of abridged financial statements together with annual returns for filing to the CRO.
• Company Secretarial Consultancy Work e.g. share transfers, change of name, golden shares etc.
• Voluntary Liquidations.

Audit:

• Responsible for the management planning and completion of the following type of audit clients:

• Transport companies;
• Food manufacturing companies;
• Food wholesalers;
• Building developers;
• Stationary wholesalers;
• Property investment companies;
• Credit unions;
• Educational facilities;
• Public houses;
• Off licenses; and
• Car retailers, etc.

Accounts Preparation:

• Preparation of a wide range of sole trader accounts including farmers, retail outlets, plumbers, builders, subcontractors, hairdressers, solicitors, auctioneers, architects, charities, pharmacist, bed & breakfast etc.
• Preparation of partnership accounts.
• Preparation of audit exempt company accounts.
• Preparation of management accounts for various companies.

Other:

• Preparation of cash flow projections and business plans for start up companies and also for bank funding for existing companies.
• Implementation of various computerized accounting and payroll systems and also setting up month end procedures for clients.
• I have specific knowledge of the following software applications, Microsoft excel, word, powerpoint, Sage line 50, taz account production, Sage accountancy package, viztopia accountancy package, thesaurus payroll, sage quickpay and micropay, taxpack, compad and alphatax.