Key Achievements:

• Implemented efficient tax compliance processes, reducing preparation and filing time by 30% across corporate and individual clients.

• Identified cross-border tax planning opportunities, resulting in £250,000 / $300,000 in client savings.

• Introduced automated reporting and reconciliation tools for VAT, sales tax, payroll, and corporate taxes, saving the department over 150 hours annually.

• Strengthened client advisory services, generating £100,000 / $120,000 in additional billable revenue.

• Mentored and developed a team of tax associates and assistants, improving productivity and accuracy by 40%.

Duties & Responsibilities:

• Manage a portfolio of corporate, partnership, and individual clients across UK and US jurisdictions.

• Prepare, review, and oversee corporation tax, partnership tax, personal tax, VAT, GST, and payroll filings.

• Ensure compliance with UK GAAP / IFRS, US GAAP / IRS regulations, and local tax laws.

• Identify tax planning opportunities and advise clients on cross-border, corporate, and personal tax strategies.

• Supervise and mentor junior and mid-level tax staff, providing guidance on technical and compliance matters.

• Manage deadlines and ensure timely submission of all tax filings and regulatory reports.

• Liaise with HMRC, IRS, and other regulatory authorities on client tax matters.

• Provide strategic tax advice on corporate transactions, mergers, acquisitions, and restructuring.

• Conduct tax risk assessments and implement mitigation strategies.

• Review client accounting systems and processes to ensure accurate tax reporting.

• Prepare management reports and presentations for clients and internal senior management.

• Lead tax audits and investigations, managing communications and remediation plans.

• Implement process improvements and automation tools to enhance departmental efficiency.

• Monitor team performance, engagement budgets, and resource allocation.

• Keep up to date with changes in UK, US, and international tax legislation.

• Collaborate with advisory, audit, and corporate finance teams on cross-functional projects.

• Maintain professional and ethical standards in all client and internal activities.

• Assist partners in business development initiatives and client proposals.

• Evaluate complex tax issues and provide solutions that minimise risk and optimise savings.

• Conduct internal reviews of tax work to ensure quality and compliance with professional standards.

• Provide training and knowledge-sharing sessions to strengthen team technical capabilities.

• Identify opportunities for workflow optimisation and risk reduction in tax processes.