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.