My role involves running a portfolio of clients that range from small SME clients to large FCA registered clients.
My role at Wilson Partners involves running a portfolio of clients that range from small SME clients to large FCA registered clients. I oversee most of my clients and complete reviews of management accounts, VAT returns, FCA reports and ensure deadlines are met. I am also very heavily involved in completing all of the R&D tax credit claims in the Cambridge office.
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