Key Achievements:

Streamlined tax preparation processes for multi-jurisdictional clients, reducing preparation time by 30%.

Identified cross-border tax planning opportunities, generating £100,000 / $120,000 in client savings.

Implemented automated tax reporting and reconciliation routines, saving the team over 80 hours per audit/tax cycle.

Assisted in VAT, sales tax, and corporate tax compliance across UK and US jurisdictions, improving accuracy and timeliness.

Supported senior tax staff in advisory projects, resulting in new billable opportunities worth £50,000 / $60,000.

Duties & Responsibilities:

Prepare and review corporate, partnership, and individual tax returns for UK and US clients.

Assist with VAT, GST, payroll, and sales/use tax filings in accordance with HMRC and IRS regulations.

Conduct tax research on UK and US legislation to support compliance and advisory work.

Prepare schedules, reconciliations, and supporting documentation for tax submissions.

Identify tax planning opportunities and efficiencies across multiple jurisdictions.

Liaise with HMRC, IRS, and other tax authorities to resolve queries and ensure compliance.

Assist in tax audits and investigations, preparing responses and documentation for regulators.

Apply US GAAP, UK GAAP, and IFRS accounting standards to compute tax provisions.

Maintain accurate client records and ensure timely submission of all tax filings.

Review accounting records for tax accuracy and compliance.

Support senior associates and managers on complex tax advisory projects.

Prepare client-facing reports, memos, and management summaries of tax positions.

Collaborate with audit, advisory, and corporate finance teams on cross-border engagements.

Participate in internal training and continuous professional development (CPD).

Assist in implementing automation and efficiency improvements in tax processes.

Monitor deadlines for multiple jurisdictions to ensure compliance.

Identify potential tax risks and escalate issues to senior staff.

Support partner and manager client meetings and communications.

Ensure ethical, professional, and regulatory standards are maintained across all work.

Provide guidance and support to junior tax staff where needed.