Key Achievements:

• Prepared and filed client tax returns on time, reducing late penalties by 100%.

• Identified £50,000 / $60,000 in tax savings and recoverable credits for clients.

• Streamlined tax documentation processes, saving 10–15 hours per month for the team.

• Assisted in client advisory projects, improving compliance and operational efficiency.

Duties & Responsibilities:

• Prepare and review corporate, personal, and indirect tax returns for clients.

• Conduct research on domestic and international tax regulations to ensure compliance.

• Support clients with tax planning, minimising liabilities and maximising efficiency.

• Liaise with HMRC, IRS, and other tax authorities on routine queries.

• Assist in audits and investigations by providing documentation and explanations.

• Maintain accurate client tax records and schedules.

• Prepare supporting working papers for client filings.

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

• Identify tax risks, opportunities, and potential credits for clients.

• Ensure compliance with statutory deadlines for tax filings.

• Support senior staff in delivering tax advisory projects.

• Assist with internal quality control and review of tax deliverables.

• Keep up-to-date with changes in tax legislation, guidance, and best practices.

• Assist in preparation of tax provision calculations for clients’ financial statements.

• Prepare ad-hoc reports and analysis to support client queries and management decisions.

• Provide guidance on cross-border and transfer pricing matters where applicable.

• Support continuous improvement initiatives within the tax team.

• Maintain confidentiality, integrity, and professionalism in all client engagements.

• Collaborate with colleagues to ensure efficient workflow and accurate reporting.

• Participate in training and development programs to enhance technical knowledge.