Product Manager

• Oct 2022 - Present

Consultant and tax adviser

• Jun 2003 - Present

A Chartered Tax Adviser working in a self-employed capacity for private clients based internationally. Advising on UK and international tax generally. A qualified member of 3 professional tax bodies CTA, ATT and AMIT. Successfully defended tax investigations on behalf of my clients. Clients are based in many different countries around the world exposing me to many varied client situations. A Chartered Tax Adviser working in a self-employed capacity for private clients based internationally. Advising on UK and international tax generally. A qualified member of 3 professional tax bodies CTA, ATT and AMIT. Successfully defended tax investigations on behalf of my clients. Clients are based in many different countries around the world exposing me to many varied client situations.

Product Manager

• Jul 2017 - Oct 2022

Joined this exciting project to deliver team building activities. We went from 2 staff and zero income, to a team of over 30 part time and full time staff running multiple activities daily. Product owner role from idea through to sales, leading the business analysis to delivering tech, content and ever more successful activity programs. Joined this exciting project to deliver team building activities. We went from 2 staff and zero income, to a team of over 30 part time and full time staff running multiple activities daily. Product owner role from idea through to sales, leading the business analysis to delivering tech, content and ever more successful activity programs.

Business operations analyst and product manager

• Feb 2014 - Oct 2022

Leading the analysis and operation improvements including requirements gathering and authoring internal compliance documentation. Leading the analysis and operation improvements including requirements gathering and authoring internal compliance documentation.

Head Of New Media

• Sep 2006 - Jul 2017

Currently responsible for product managing and implementing new products and business operations in line with company objectives. Turning strategic goals into actionable steps for the team to follow. Writing technical reports and applications to external stakeholders. Subject matter expert responsible for documenting accurate in-house operational procedures and training over 25 part-time staff saving critical time as non-senior staff can now refer to checklists and documented guidelines instead of repeatedly asking for information and support on procedural matters. Generating quarterly sales and financial reports of findings to help the directors with making key new project decisions. Leading our Agile influenced team to flexibly deliver on management expectations. Left briefly in 2008 but was approached to take over the department as head and operating alongside company directors.

Technical Officer

• Feb 2000 - Jun 2003

Solely responsible for the introduction of web based membership services to over 15,000 members. Researched, developed and implemented strategies for greater interaction between the two organisations and their members using various methods including websites. Attending monthly council and governing committee meetings as technical adviser to over 30 attendees to report on progress and to agree future developments. Solely responsible for the introduction of web based membership services to over 15,000 members. Researched, developed and implemented strategies for greater interaction between the two organisations and their members using various methods including websites. Attending monthly council and governing committee meetings as technical adviser to over 30 attendees to report on progress and to agree future developments.

Tax Consultant

• Jan 1998 - Feb 2000

Servicing a portfolio of 180 high net worth individuals, expatriates, partnerships and trusts and consistently achieving greater than 85% billable time. Project managed the work of junior staff ensuring a high level of competence and meeting critical submission deadlines. Contributor to the UK firm’s internal technical database. Identified additional client sales and billing opportunities. Primary office contact on expatriate technical issues for the employer solutions department. Studied and passed CTA (CIOT) with this employer.

Tax Manager

• Jul 1997 - Jan 1998

Manager of all aspects of portfolio client director’s affairs including income tax, corporation tax returns and advice on tax and business planning opportunities. Manager of all aspects of portfolio client director’s affairs including income tax, corporation tax returns and advice on tax and business planning opportunities.

Tax Senior

• Sep 1995 - Jul 1997

Primarily responsible for income tax return preparation and questions of tax compliance for high net worth individuals including athletes. Specialisations included legislation relating to VAT and trusts. Designed and managed direct mail marketing campaigns. Project manager for site training in office software. Studied and passed ATT with this employer. Primarily responsible for income tax return preparation and questions of tax compliance for high net worth individuals including athletes. Specialisations included legislation relating to VAT and trusts. Designed and managed direct mail marketing campaigns. Project manager for site training in office software. Studied and passed ATT with this employer.

Sales

• Oct 1992 - Aug 1995

Lead generation cold telephone calling 200 leads a day. Responsible to achieve daily call rate and convert 8-12 leads a day. This role cemented my interest and skill in sales and customer relations. Lead generation cold telephone calling 200 leads a day. Responsible to achieve daily call rate and convert 8-12 leads a day. This role cemented my interest and skill in sales and customer relations.