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.