SAMUEL M. KIVUVA

TECHNICAL ROLES

• Client onboarding – ensuring that letters of engagement are entered into as appropriate, preparation of client budget to ensure that work is carried out efficiently;
• Engage with the client to understand their issues and the scope of work needed;
• Creating tax strategies for clients and planning their financial futures;
• Presenting work plan and methodology to Partners in charge for efficient planning and implementation.
• Maintain and update the job plan schedule on a weekly basis in liaison with the Partners;
• Respond to all Partner, Client, KRA, Tribunal or relevant person review comments or enquiries/reconciliations.
• Representing clients in tax audits and tax refund claims
• Drafting objections to tax assessments to the Kenya Revenue Authority;
• Advising and representing clients on tax disputes with the revenue authority, including alternative dispute resolution engagements, the tax appeals tribunal and before the courts of law;
• Assess and research tax issues to identify solutions and stay up to date on changes.
• Representation in Tribunal and court litigation processes
• Obtaining optimal or most suitable settlement of tax issues or tax optimal structure for the client;
• Review of VAT Refund claims to be lodged with KRA with follow-up for payment or set off.
• Preparing correspondence on behalf of Westminster with relevant parties;
• Working closely with key stakeholders to identify policy gaps, develop policy responses and implement effective tax justice system transformation initiatives within the program scope;
• Providing tax advisory services in relation to corporation tax, value added tax(VAT), Pay As You Earn (PAYE), withholding tax (WHT), customs duty, excise duty and all other taxes and levies
• Assist clients with regulatory and legislative initiatives and preparing requests for private rulings and technical advice from the Tax authorities;
• Providing advisory services to entities, setting up of operations in Kenya, restructuring of companies already operating in Kenya and advising companies in tax optimization and tax efficient operational structures
• Conduct and draft industry research studies; Drafting tax publications for clients and writing articles on relevant tax matters.

MANAGEMENT ROLES

• Understand the client’s business and maintain good client service in line with established guidelines;
• Implement and adhere to company policies and procedures as communicated from time to time;
• Understand sensitivity of client engagements and maintain client confidentiality in line with set policies;
• Create a positive impression with the client, dealing with any communications in a professional manner;
• Identify opportunities and recommend additional firm services that could benefit the client;
• Manage a client portfolio and build and maintain good working relationships with colleagues and clients;
• Following industry trends and tracking changes related to taxes;
• Foster the firm’s culture of pride through active participation in internal, external and/or community activities;
• Continuously updating the client, KRA, and partner on the progress;
• Managing communication between the clients and the firm, ensuring that timely invoicing is done and following up for collection of fees.
• Provide supervisory role to officers reporting to you.

• Transfer pricing reviews and documentation;
• Annual tax compliance and advisory exercises;
• Monthly tax compliance and advisory exercises;
• Investment deduction review exercises;
• Risk and opportunities reviews;
• Due diligence exercises;
• Conducting tax health check reviews;
• Advising on the optimal tax structure;
• Providing tax training services;
• Documentation, implementation and assisting clients with Kenya Revenue Authority (KRA) audits;
• Assisting clients with the application for tax exemption certificates;
• Handling any assignment that may be allocated to me.
• Ensuring clients’ compliance with tax law regulations;
• Offering tax support and guidance during tax audits;
• Evaluating tax regulations and suggesting policies that diminish tax burden;
• Keeping track of industry trends and changes related to taxes.

• Assisting clients with the KRA audits;
• Doing clients’ tax compliance services i.e filing all tax obligations via iTax before the deadline;
• Preparing tax returns, payments, necessary paperwork, and reports for our clients;
• Assess and research difficult tax issues to identify solutions;
• Managing and maintaining the company’s tax database;
• Determining tax savings and recommending strategies to improve profits;
• Ensuring clients’ compliance with tax law regulations;
• Offering tax support and guidance during tax audits;
• Evaluating tax regulations and suggesting policies that diminish tax burden;
• Keeping track of industry trends and changes related to taxes
• Offering tax training to our clients.

• Maintenance of petty cash and cash imprests including their records to ensure funds are available when required;
• Preparation of petty cash vouchers and posting in quick books after Finance Manager’s approval and authorization;
• Responsible for preparation and processing of payment vouchers, cheques and local purchase orders;
• Assisting the Chief Accountant in maintenance, preparation and regular updating of books of accounts, bank statements and monthly bank reconciliations;
• Controlling credit and ensuring debtors pay on time;
• Invoicing clients and following up on all documents from drivers and ensuring that they reach the clients within the minimum time possible;
• Ensuring all payments and records are accurate;
• Responsible for proper filing and maintenance of all financial records and registers;
• Assisting in designing and ensuring implementation and compliance with the internal control system;
• Responsible for Company’s Truck costing and reporting on the Key Performance Indicators and container monitoring in order to ensure minimal demurrage and Kenya Port Authority Storage costs;
• Maintaining financial records, which accurately record the business’ incoming and outgoing finances;
• Filing Company’s Value Added Tax;
• Ensuring that accounts are accurately monitored and recorded;
• Dealing with the Company’s payroll by processing wages and employee expense claims;

• Preparing financial statements, such as income statements or balance sheets, based on data provided by other staff members or from company records
• Reviewing financial records to determine whether they are accurate, timely, complete, and consistent with organizational policies
• Calculating taxes due on profits earned by businesses, using knowledge of tax codes and regulations
• Reviewing account receivable records to ensure that they are accurate and that customers have met their payment obligations
• Reviewing financial statements to ensure they are accurate and in compliance with corporate policies
• Investigating possible fraud or misconduct by company employees or contractors and preparing reports of findings for review by upper management
• Providing a customer focused, business-oriented support by helping the client to manage their stocks efficiently and reporting;
• Performing tests and control procedures to help in eliminating pilferage and fraud;
• Assist in enforcing policies and managing the delivery of business services, improving the efficiency and quality of deliverables, and seeking opportunities to efficiently manage the available company resources;
• Ensuring that standards are met, managed and developing tools that will ensure professional standards are maintained;
• Helping in matters of planning, coordination and management of all operations of the hotel, Restaurant and club;
• Contributing to team effort by accomplishing related results as needed.

• Answering products and service questions and suggesting information about other products and services over the phone;
• Using various software like RAMI, MALOGS to establish the client’s problem and troubleshooting with the client;
• Updating clients notes in the clients’ account using CRM and WINCABLE;
• Opening customer accounts by recording account information;
• Maintaining customer records by updating account information;
• Recommending potential products and service to management by collecting customer information and analyzing customer needs; and
• Contributing to team effort by accomplishing related results as needed.
• Provide accurate, valid and complete information by using the right methods/tools
• Meet personal/customer service team sales targets and call handling quotas
• Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution.