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.