Key Achievements:

• Led a portfolio of high-value corporate and individual clients, increasing annual fee revenue by 35%.

• Expanded client base through strategic business development, generating £4M / $4.5M in new revenue.

• Implemented streamlined tax compliance and reporting processes, reducing preparation time by 40%.

• Mentored and developed senior tax staff, resulting in multiple promotions within the team.

• Provided strategic tax planning advice, optimising corporate tax liabilities and increasing after-tax profitability.

• Oversaw complex domestic and international tax compliance, achieving 100% regulatory compliance.

• Introduced technology-driven tax reporting solutions, saving clients 20–30% in processing time.

• Delivered advisory services for M&A, corporate restructuring, and cross-border transactions.

• Strengthened transfer pricing policies and intercompany tax structures, ensuring OECD compliance.

• Negotiated favourable outcomes in tax audits, appeals, and disputes, avoiding penalties and fines.

• Developed risk-based tax frameworks to identify and mitigate exposure across client portfolios.

• Enhanced VAT, payroll, and indirect tax compliance processes for clients.

• Improved cash tax forecasting and planning, optimising liquidity and timing of tax payments.

• Standardised client reporting templates and documentation to improve transparency and compliance.

• Provided proactive advisory on regulatory changes, tax legislation, and industry best practices.

• Increased profitability of client engagements by identifying new revenue opportunities and tax incentives.

• Oversaw tax due diligence for M&A and investment opportunities.

• Delivered board-level insights and recommendations on tax strategy and risk management.

• Led continuous professional development and training programs for tax teams.

• Collaborated with finance, legal, and operations teams to integrate tax planning into corporate strategy.

• Implemented process improvements, automation, and software solutions to enhance efficiency and accuracy.

• Developed and maintained strong relationships with HMRC, IRS, and other tax authorities.

Duties & Responsibilities:

• Lead the tax practice portfolio, ensuring high-quality compliance, advisory, and strategic tax services.

• Develop and execute strategies to grow revenue, client base, and profitability within the tax practice.

• Oversee domestic and international tax compliance, planning, and advisory across corporate and individual clients.

• Mentor and develop senior tax staff, building a high-performing and client-focused team.

• Provide strategic tax guidance for M&A, restructuring, and cross-border transactions.

• Maintain strong client relationships, driving satisfaction, retention, and new business growth.

• Ensure practice compliance with professional, regulatory, and ethical standards.