Charlotte Eaton

Corporate Tax Manager @Mitchell Charlesworth

Liverpool, GB

CT Compliance- Corporate tax computation and return preparation and reviewing on Alphatax- Tax audits of PDF tax computations and returns- Encourage the use of tax accounting schedules and training staff how to use these and helping them understand deferred tax- Running regular staff training on how to use Alphatax- Assisting with the implementation in the change of software, creating training spreadsheets for distribution following the training, importing clients to the new software- Assisting with the change in HMRC agent CT account- Identifying additional fee earning work (CA’s reviews, associated company reviews, form 42 setup and annual returns etc)- Identifying complex tax areas including CIR (liaise with Alphatax support to ensure the submission of the reporting company notification to HMRC and the ongoing yearly preparation of the CIR return completion and submission)- Transfer pricing report review- Creation of the QIPs client tracker for Liverpool with my tax colleague and performing calculations based on forecasts and sending payment reminders to clients- Liaise with HMRC on a regular basis via phone, email and letter (overpayment relief claims, loss carry back claims, terminal loss relief claims, S455 reclaims, requesting UTRs, payment reallocations, locating missing payments, penalty appeals, requests for periods to be made dormant, HMRC enquiries)- Billing- Setting up a process for the monthly deadline emailsEmployment Related Securities Compliance- ERS (form 40) and other shares form (form 42) completion and submissionRelief Compliance- Input creative industry tax relief claims into Alphatax, completion and submission of AIF (TTR and MTR)- Input patent box relief claims into Alphatax- Preparation of R&D reports, completion and submission of AIF to HMRC, HMRC R&D enquiriesAdvisory- Clearance applications for EMI schemes- Valuation calculations and reports (EMI, growth shares etc)- Associated company reviews- CA’s reviews

Winstanley College

As Level, Mathematics, Chemistry and Biology

Leigh Sixth Form

A Level, Law, Mathematics and Chemistry

Edge Hill University

BSc (Hons) Accountancy

Lowton High School

GCSE, Mathematics, English Language and Literature, Science, ICT, French, Art, Religion

The Image Centre

Level 2 Diploma, Hairdressing and Barbering

Kaplan

Association Of Chartered Certfified Accountants