Tamara (Tam) Young FCCA

Employment

2024 - Present Day - Dot Accountancy - Founder

• Established a UK accountancy practice, working independently across all aspects of client service and day-to-day operations

• Prepare statutory accounts and tax returns for owner-managed businesses, many of which operate in the creative sector

• Support business owners with personal tax compliance, including self-assessment and straightforward tax planning

• Provide fractional CFO services, helping smaller businesses access senior financial guidance on a flexible basis

• Work closely with owner-managers on practical matters such as profit extraction, tax efficiency, and planning for growth

• Look after clients throughout the full engagement, from initial conversations through to ongoing support

2015-2024 The Peloton - Chartered Accountant and Senior Leader

• Managed a diverse portfolio of accountancy clients with turnover up to £7 million

• Played a key role in the transition to an Employee Ownership Trust, helping the practice become the first chartered accountancy firm to adopt the model

• Co-managed the business alongside senior colleagues, sharing responsibility for strategic direction and day-to-day operations

• Led and managed a team, setting individual and group targets and supporting professional development

• Oversaw the IT function, ensuring systems and infrastructure met the needs of the practice

• Monitored company performance against budgets, reporting on progress and identifying areas for improvement

• Helped shape the culture and direction of the firm during a period of significant structural change

2010 - 2014 Royal Bank of Scotland - Cornwall - Portfolio Manager

• Worked with commercial banking customers, helping to assess needs and arrange appropriate funding solutions

• Provided support to senior leaders within the bank, contributing to decision-making and client relationship management

• Built an understanding of business finance from the lender's perspective, gaining insight into credit risk, cash flow, and commercial viability

2002 - 2010 Royal Bank of Scotland - London - Global Head of Fixed Income IT Support

• Led IT support for Fixed Income applications across the investment bank, managing international teams spanning multiple locations

• Worked directly on the trading floor, providing rapid problem resolution in a high-pressure, time-sensitive environment

• Completed an eight-month secondment in Tokyo, coordinating with local teams and adapting to cross-cultural working practices

• Ensured system reliability and performance for critical trading infrastructure, balancing competing priorities across regions