sophie dixon

private client tax advisor

About

Working with Landed Estates and High Net Worth Individuals across the UK to achieve their unique objectives. My focus is on providing exceptional client service and achieving results by optimising opportunities and minimising risk. Key areas: - Agricultural business – strategy and performance - Landowners – tax and succession planning - Trusts – safeguarding assets and compliance matters

Country

united kingdom

City

united kingdom

Industry

accounting

Skill

landed estates, tax, accounting, financial accounting, income tax, property management, financial reporting, agriculture, inheritance tax planning, bookkeeping, budgets, business strategy

Experience

estate accountant

the easton estate

2010-9 - 2014-10 · 4 yrs 2 mos

private client tax advisor - land and rural business

grant thornton llp

2016-11 - 2018-8 · 1 yr 10 mos

Working with high net worth individuals, their families and their businesses to provide specialist tax and strategic business advice. Focusing on Landed Estates and rural businesses in Leicestershire, Northamptonshire and Cambridgeshire.

training and sales team

landmark systems ltd

2013-9 - 2015-9 · 2 yrs 1 mo

trainee accountant

cumulo accountancy and taxation

2008-9 - 2010-9 · 2 yrs 1 mo

Training position with an accountancy practice with a wide range of clients from small family businesses to large US listed organisations. Application of accounting principles was applied in creating working papers for financial accounts and in drafting personal tax returns for sole traders and individuals. Working onsite to implement processes and create monthly financial and management accounts for numerous clients within tight time constraints. Working independently and travelling between clients to discuss financial results relied on an ability to communicate clearly and concisely a variety of subjects to individuals often without previous accounting knowledge.