Experience

Deutsche Numis

• Investment Banking
• 1 - 100 Employee

• Senior Tax Manager

  • Jun 2023 - Present



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Corporate Restructuring Manager

  • Apr 2013 - May 2020

  Project Managed the transfer of the European Private Banks businesses in the UK, Jersey and Guernsey into the Group’s UK banks as part of the wider ring-fencing restructuring required under the UK Banking reforms. Required engaging with Group functions to consider the Legal, Finance and Regulatory implications for the transfer of these businesss and working jointly with a Business Project Manager, to ensure a seamless transition for the business from an operational perspective whilst… Show more Project Managed the transfer of the European Private Banks businesses in the UK, Jersey and Guernsey into the Group’s UK banks as part of the wider ring-fencing restructuring required under the UK Banking reforms. Required engaging with Group functions to consider the Legal, Finance and Regulatory implications for the transfer of these businesss and working jointly with a Business Project Manager, to ensure a seamless transition for the business from an operational perspective whilst satisfying the legal requirements of effecting the transfers through Part VII court sanctioned schemes. Review of Channel Island Group and wider European Subgroup Structure.

• Special Project Manager

  • Feb 2011 - Mar 2013

  Project Managed the International corporate restructuring involving transfers of the Singapore and Hong Kong branches of the Swiss Bank into the Group’s HongKong Bank.

• Transfer Pricing Tax Manager

  • Oct 2007 - Jan 2011

  • Review of Group Head office recharge mechanism and determining appropriate percentage mark up. • Validation of transfer prices with external comparables.

• Manager, Group Strategy & Planning,

  • Dec 2004 - Sep 2007

  • Review of existing Corporate Social Responsibility plan, devising and recommendation of the next three year plan. • Review of corporate restructure and new business proposals of subsidiaries for approval by Head Office including presentations to Group CEO and Finance Director. • Preparation of Board papers for HSBC Board for Strategy proposals.

• Head of International Tax, Retail Bank

  • Sep 2002 - Nov 2004

  • Tax Review of restructuring and other business proposals within European Subgroup. • Tax planning for repatriation of capital within the Sub Group.

• Senior International Tax Manager

  • Sep 2001 - Aug 2002

  • Dividend planning – Tax planning for tax efficient remittance of overseas profits back to UK following a significant exercise to identify the historic foreign tax credits attaching to subsidiary dividends. • Review of Global group structure.

• Special Projects Lead

  • Jan 2000 - Sep 2001

  Project Manager for the structural integration of the newly acquired Republic Banking Group into HSBC group. Involved collaborating with teams in Asia, USA and the UK to design the optimal plan for moving the banks around the HSBC Group, including providing International tax advice and understanding legal, finance and regulatory implications.

• International Tax Manager

  • Oct 1997 - Jan 2000

  • Dividend planning – Tax planning for tax efficient remittance of overseas profits back to UK following a significant exercise to identify the historic foreign tax credits attaching to subsidiary dividends. • Management of the Group’s controlled foreign companies.



Robson Rhodes

• United Kingdom
• Accounting

• Corporate Tax Senior

  • Sep 1993 - Sep 1997

  Chartered Accountancy ACA articles and qualification Corporation Tax Senior Chartered Accountancy ACA articles and qualification Corporation Tax Senior