Key Achievements:

• Managed complex tax engagements, identifying £250,000 / $300,000 in savings and optimisations for clients.

• Reduced client reporting and compliance turnaround time by 30% through process standardisation.

• Introduced efficient tax planning strategies, increasing client profitability and cash flow.

• Mentored and developed junior tax staff, resulting in two promotions within 12 months.

• Enhanced compliance accuracy across multiple jurisdictions, reducing risk of penalties or audits.

Duties & Responsibilities:

• Manage client tax engagements including corporate, personal, and indirect taxes.

• Prepare and review complex tax computations, returns, and filings in compliance with UK and US tax regulations.

• Provide strategic tax planning advice to clients to optimise tax efficiency and reduce liabilities.

• Supervise, mentor, and develop tax staff, including associates and assistants.

• Liaise with HMRC, IRS, and other regulatory authorities on behalf of clients.

• Conduct detailed tax research on domestic and international tax matters.

• Review client accounting records to ensure accuracy and completeness for tax purposes.

• Identify tax risks and opportunities, providing actionable recommendations to clients.

• Assist clients with audits, investigations, and tax authority queries.

• Ensure compliance with statutory deadlines for all tax filings.

• Collaborate with client finance teams to ensure tax planning aligns with business strategies.

• Prepare and present reports to clients and senior management on tax positions and obligations.

• Support business development initiatives by identifying new tax advisory opportunities.

• Stay up-to-date with changes in tax laws, regulations, and professional standards.

• Conduct internal reviews to ensure quality and accuracy of tax deliverables.

• Implement process improvements to enhance tax engagement efficiency and effectiveness.

• Provide guidance on transfer pricing, international tax, and cross-border transactions.

• Maintain accurate and organised tax documentation for all engagements.

• Monitor tax provision calculations for clients and ensure appropriate disclosure in financial statements.

• Uphold ethical, professional, and confidential standards in all tax engagements.