SIPP Property Accounts - Assistant Team Leader
Tel: 01228 538 988
InvestAcc Pension Administration Ltd
Port Road Business Park, Carlisle, Cumbria, CA2 7AF
Kelsey joined us in May 2014 and began working in the SIPP administration team, after leaving us for a couple of months to work for a local insurance broker she re-joined us in January 2017 in the SIPP accounts team.
Recently married, Kelsey enjoys spending time with her husband, family and friends. She also enjoys cooking, walking in the lake district and of course, shopping!
Kelsey deals with a wide variety of tasks such as daily banking and payments, applying for new VAT registrations and Option to Tax’s on properties, calculating and submitting VAT returns, keeping account records up to date via bank statements, requesting loan update when required for a review and corresponding with tenants issuing new and revised rental invoices.
Areas of expertise
- Daily banking and payments
- VAT registrations, Option to Tax and VAT returns
- Updating transaction records and loan values
- Rental invoicing