Key Achievements:

Reduced tax preparation and review times by 30% through implementation of standardised templates and automated tools.

Identified cross-border tax planning opportunities, generating £80,000 / $95,000 in client savings.

Assisted in complex multi-jurisdictional compliance projects, improving accuracy and reducing errors by 40%.

Mentored junior tax staff, increasing team efficiency and quality of deliverables.

Supported the identification of new revenue streams for advisory work, contributing £50,000 / $60,000 in additional billings.

Duties & Responsibilities:

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

Assist in VAT, GST, payroll, and corporate tax filings in compliance with HMRC and IRS regulations.

Conduct tax research on domestic and international 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 clients and regulatory authorities to resolve queries and ensure timely compliance.

Review accounting records for tax accuracy and compliance with UK GAAP / IFRS and US GAAP.

Assist senior managers in cross-border advisory projects and client engagements.

Supervise and mentor junior tax staff, providing technical guidance and training.

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

Collaborate with audit, advisory, and corporate finance teams to support integrated client services.

Maintain accurate client records and track compliance deadlines across jurisdictions.

Apply analytical and critical thinking to identify anomalies, errors, or inefficiencies.

Support process improvements and automation initiatives within the tax team.

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

Monitor emerging tax legislation and regulatory developments in the UK, US, and other relevant jurisdictions.

Escalate complex or high-risk issues to senior staff or managers as required.

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

Assist in preparing internal reports for management on team performance, engagement status, and compliance metrics.

Contribute to business development by supporting proposals and client relationship management.