Meet our team

We are only as good as our people. At Oaktree, we pride ourselves on recruiting staff in all positions who combine a high level of professional accounting, bookkeeping and taxation expertise with a true commitment to great customer service, approachability and friendliness. We are confident that every contact that you have with us will bear out our dedication to those aims. Here we are – meet the team that makes Oaktree great!

Sarah Robinson

Director, MAAT

Sarah is a fully-qualified member of the AAT, looking after client relationships. She ensures new and existing clients are completely satisfied with our services as well as overseeing accounts and tax work. Sarah is also responsible for managing the tax returns annual cycle for Oaktree Accountants and provides advisory support to clients on capital gains tax, national insurance, auto-enrolment and other related areas.

Click here to email Sarah

Lucy MacGinnis

Director, MAAT

Lucy is a fully-qualified member of the AAT and holds a degree in Chemistry and Management Science. She works closely with clients providing business advise, support and guidance to a number of sole traders, partnerships and limited companies to assist in the day to day running of their business. Lucy specialises in finalising the year end of accounts and advising clients on corporation tax.

Click here to email Lucy

Jennifer Maltby-Smith

Tax Accountant, AAT, ATT, CTA

Jennifer joined Oaktree Accountants in 2018 after previously working at a top 10 accountancy firm for 12 years. She has spent the majority of her career working within the tax arena providing advice to clients in relation to their tax affairs and is therefore in a great position to advise clients in relation to their tax obligations and how they interact with other aspects of their business.

Click here to email Jennifer

Amy Miles

Senior Accountant, AATQB, Xero advisor certified

Amy is a long-standing member of the Oaktree team, working closely with clients to ensure they receive an exceptional service. Over-seeing our junior accountants, she applies meticulous attention to detail to ensure their work is accurate. Amy prides herself on being able to work with every type of client, from limited companies to sole traders and partnerships and specialises in organising the monthly CIS returns. With a keen interest in tax, Amy excels at finalising the year end of accounts and completing client self-assessments alongside Sarah.

Click here to email Amy

Vicky Pead

Senior Accountant, AATQB, Xero advisor certified

Vicky joined Oaktree in 2017 after previously working in a bank for 10 years, where she gained great knowledge of cash and reconciliation processes. Vicky primarily manages limited companies from incorporation to year end accounts. The bubbly character in the office, she excels at teaching other members of the team and is always happy to share her vast knowledge.

Click here to email Vicky

Conor Bennett

Junior Accountant, AATQB, Xero advisor certified

Conor joined Oaktree in 2017 and is currently studying his final level of his accounting training, his level 4 Professional Diploma. He completes daily bookkeeping and data entry, managing our pub trade clientele. Conor is an invaluable member of our team, completing weekly billing and monthly payment runs for one of our largest clients. A genius with computers, Conor is one of our fastest juniors and is always available to train our team in using new software. Conor is constantly developing and refining his accounting skills and has a keen interest in management accounts.

Click here to email Conor

Danielle Green

Junior Accountant, Xero advisor, CPD payroll diploma

Dannii joined Oaktree in 2018 with previous experience in the social sciences, bringing with her a BSc in Psychology and a MSc in Forensic Psychology. She manages our payroll department, ensuring clients remain compliant with HMRC and the Pension Regulator. She enjoys setting up new client payrolls and ensuring clients understand their duties as an employer. In addition to her daily bookkeeping tasks, Dannii teams up with Sarah and Lucy to create new marketing strategies to make Oaktree Accountants a household name.

Click here to email Danielle

Becky Machin

Junior Accountant , Xero advisor certified

Becky joined Oaktree in 2018 bringing her experience in the hospitality sector and extensive attention to detail. She is involved in daily bookkeeping tasks and completes the payment runs for one of our biggest clients. With an interest in all areas of accounting, Becky manages a vast portfolio of clients from many different sectors. Becky enjoys working closely with our clients and runs her own Xero training sessions to ensure they are confident in using the software.

Click here to email Becky

Sian Morris

Junior Accountant, Xero advisor certified

When Sian joined Oaktree in 2019 she delivered an enthusiastic attitude and a background in bookkeeping. She particularly enjoys looking beyond the numbers and surpassing the challenges that can come hand in hand with accounting. In addition to her bookkeeping duties, she completes our clients weekly pay runs and submits our clients’ monthly director salaries. Sian has an extensive eye for detail and would like to work towards becoming a Chief Financial Officer.

Click here to email Sian

Domonique Harper

Office Manager and Bookkeeper, Xero advisor certified

Domonique is the warm, friendly introduction to our office and our clients first point of call when they contact Oaktree. She excels at ensuring the office runs smoothly, efficiently and remains organised. In addition to her bookkeeping duties, Domonique collates and submits the monthly MGDs and is the credit controller for one of our biggest clients. Domonique manages Oaktree’s own client invoices and is always available to help clients with any credit control queries.

Click here to email Domonique

Kirsty Jones

Office administrator and Bookkeeper, Xero advisor certified

As our office administrator, Kirsty operates our onboarding procedure and ensures Oaktree is authorised for all it’s clients. She is our clients’ first point of call for legislative queries and MTDS compliancy. Kirsty organises our team’s online training and enjoys helping the team when we have software related issues. In addition to assisting in daily bookkeeping, Kirsty completes client confirmation statements and organises the prompt return of paperwork to our clients.

Click here to email Kirsty

Cilla

Director of Shredding

Cilla has been appointed our director of shredding! We’re currently assessing which accounting qualification is most suitable for her unique skills.

Why not get in touch and see how we can help?

It’s free, it’s confidential and it’s completely without obligation. Simply send us a message or request a call-back and we will be delighted to contact you at the earliest opportunity to discuss your potential needs and share our experience.