Callum Dennis

Currently an R&D Tax Consultant for a medium-sized specialist firm in the Midlands, looking to progress towards manager or assistant-manager level for R&D tax roles in or around the Midlands. Mathematics graduate from the University of Nottingham with experience in corporate tax, accountancy, and R&D tax. ATT qualified with study undertaken towards the ACA/CTA pathway.

Extensive experience with all financial and technical aspects of R&D claims, HMRC enquiries, and various accounting software. Hard-working individual with strong planning and client management skills, comfortable taking lead roles and making independent decisions in stressful environments.

R&D Tax Consultant at TBAT Innovation (2023-04 – Present)

Handle client R&D tax claims from initial kick-off calls, financial information gathering, and technical information gathering meetings to full financial preparation and report writing. Following client review, handle AIF submission and close out with preparation for the next claim, updating the client with upcoming changes.

Experience in enquiry responses in all stages, from question and answer to ADR meetings. Specialist role handling enquiry management for the whole team, ensuring that HMRC deadlines are met and any responses are chased via the HMRC helpline or with individual caseworkers. Manage R&D claims for clients in all industries, including engineering and software. Meetings undertaken both in-person and through Teams. Assist newer staff members with training, especially in the financial aspects of the claim.

Accounts Senior at Brockhurst Davies (2022-04 – 2023-04)

Moved to a smaller firm to develop client-facing role with larger variety of work and further develop accounting knowledge. Became experienced and proficient in using Xero and Sage accounting software, as well as creating and completing working papers in Excel format for companies.

• Completed management accounts for national firms
• Year-end financial accounts for small and medium-sized UK companies
• Consolidated accounts for medium-sized firms
• Income tax returns for individuals with a variety of income sources, including rental, investment in stocks and shares (UK and abroad) and pensions
• P11D forms for companies
• Advisory work in tax, accounting and administrative

Corporate Tax Assistant at RSM UK (2021-08 – 2022-03)

Joined the firm as a graduate, spending the first several months focusing on college studies, working towards ICAEW qualifications to become ACA/CTA qualified. In office role, completed tasks involving rolling forward information for tax returns as well as creating reports for management on different clients.

• Worked on CEAPs, TAX IT, and Alphatax for tax returns
• Contacting clients for queries on information
• Crafting submission packs
• Creating reports and documents
• Supporting all levels of management with a variety of tasks

Sales Colleague at Curry's PCW Peak at Burton Branch (2020-11 – 2021-01)

Seasonal position at a large successful Curry's branch to help with the busy period, including Black Friday and Boxing Day. Developed skills in salesmanship, having to know a lot of technical information about many products and being able to use this to advise customers and make sales to help achieve the company's sales targets. Ability to communicate and be comfortable around many individuals was key and showed ability to present information to any level of understanding.

BSc Hons in Mathematics – University of Nottingham (2017-09 – 2021-06)

MMath in Mathematics with International Study – University of Exeter (2016-09 – 2017-06)

A-Levels in Mathematics, Further Mathematics, Physics, General Studies, Chemistry, History – The Pingle School (2014-09 – 2016-06)

GCSE in Multiple subjects – The Pingle School (2012-09 – 2014-06)