Experience

Everfair Tax

• United Kingdom
• Accounting
• 1 - 100 Employee

• Tax Manager

  • Aug 2023 - Present

  Providing tax compliance and advisory services to international private clients. Providing tax compliance and advisory services to international private clients.



Grant Thornton UK LLP

• United Kingdom
• Accounting
• 700 & Above Employee

• Private Assurance Tax Manager

  • Jul 2021 - Jul 2023

  I returned to Grant Thornton having concluded that a full on advisory role was not for me, and I wanted the majority of my role to focus on compliance. I focussed on the compliance requirements for HNW individuals, and ad hoc advisory work including advising on residence/domicile issues. I returned to Grant Thornton having concluded that a full on advisory role was not for me, and I wanted the majority of my role to focus on compliance. I focussed on the compliance requirements for HNW individuals, and ad hoc advisory work including advising on residence/domicile issues.



PKF-Francis Clark Chartered accountants & business advisers

• United Kingdom
• Accounting
• 400 - 500 Employee

• Private Client Tax Manager

  • Feb 2021 - Jun 2021

  I was a member of the Private Client advisory team based in Poole. I was involved in a number of private client advisory projects, including on areas such as Pre Owned Assets, as well as residence/domicile. I also looked after the office’s ATED clients for the 2021/22 compliance returns. I was a member of the Private Client advisory team based in Poole. I was involved in a number of private client advisory projects, including on areas such as Pre Owned Assets, as well as residence/domicile. I also looked after the office’s ATED clients for the 2021/22 compliance returns.

• Personal Tax Manager

  • Aug 2017 - Jan 2021

  Working from home in Southampton, I was part of the GT Personal Tax Compliance team, providing personal tax compliance and increasingly advisory services to a range of personal tax clients, including High Net Worth and non-resident and non-domiciled individuals. I also looked after ATED compliance for around 80 companies. Working from home in Southampton, I was part of the GT Personal Tax Compliance team, providing personal tax compliance and increasingly advisory services to a range of personal tax clients, including High Net Worth and non-resident and non-domiciled individuals. I also looked after ATED compliance for around 80 companies.



RSM UK

• United Kingdom
• Accounting
• 700 & Above Employee

• Expatriate Tax Manager

  • Dec 2016 - Jun 2017

  I joined RSM as an Expatriate Tax Manager providing tax and social security compliance and advisory services to multi national clients, together with UK employment tax advice and projects, including drafting salary sacrifice schemes. I joined RSM as an Expatriate Tax Manager providing tax and social security compliance and advisory services to multi national clients, together with UK employment tax advice and projects, including drafting salary sacrifice schemes.

• Personal Tax Manager

  • Sep 2014 - Dec 2016

  I was a Manager within the Personal Tax Compliance Unit based in Southampton, a team of approximately 20 people, dedicated to providing personal tax compliance services for around 1300 clients, including HNWIs, partnerships, entrepreneurs and sole traders. I was a Manager within the Personal Tax Compliance Unit based in Southampton, a team of approximately 20 people, dedicated to providing personal tax compliance services for around 1300 clients, including HNWIs, partnerships, entrepreneurs and sole traders.



KPMG UK

• United Kingdom
• Accounting
• 700 & Above Employee

• Global Mobility Tax Senior Manager

  • Apr 2013 - Jun 2014

  I was an International Executive Services Senior Manager responsible for the successful transition of a large FTSE 100 engineering consultancy client from the previous service providers, and the development/implementation of new global processes. I led the global coordination team and was responsible for global billing and finances, communications and the smooth running of the engagement including adherence to contract KPIs and service levels. I was also part of a successful bid team for a FTSE 100 Telecommunications client, and subsequently worked with the transition team. Show less



Ernst & Young

• China
• Accounting
• 700 & Above Employee

• Global Mobility Tax Senior Manager (Australia)

  • Mar 2011 - Nov 2012

  I was a Human Capital Tax Senior Manager responsible for leading the Asia Pacific Coordination Team for a large multinational technology consultancy company, managing a tight financial budget and ensuring appropriate resources were in place to support the client. Worked with the client to develop a new global process that created significant value.

• Global Mobility Tax Senior Manager (UK)

  • Jul 2007 - Feb 2011

  I was a Human Capital Tax Senior Manager responsible for leading the EMEA Coordination team for a large multinational technology consultancy company. Developed strong working relationships with key local contacts. Worked in collaboration with the client in a number of ways including training their representatives in a number of countries, dispute resolution and developing new processes.



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Global Mobility Tax Senior Manager

  • Jun 2006 - Jul 2007

  I was a Global Mobility Tax Senior Manager responsible for a diverse portfolio of clients from High Net Worth individuals to large corporate programmes. I was a Global Mobility Tax Senior Manager responsible for a diverse portfolio of clients from High Net Worth individuals to large corporate programmes.



PwC

• Professional Services
• 700 & Above Employee

• Tax Manager

  • Aug 1996 - Jun 2006

  Worked at various levels in the International Assignment Services team, developing a strong UK tax technical knowledge and gaining experience in managing people. Managed accounts of various sizes, developing strong financial discipline. Worked at various levels in the International Assignment Services team, developing a strong UK tax technical knowledge and gaining experience in managing people. Managed accounts of various sizes, developing strong financial discipline.



Smith & Williamson

• United Kingdom
• Financial Services
• 400 - 500 Employee

• Tax Senior

  • Sep 1992 - Aug 1996

  Mixed tax role. Developed strong tax technical skills dealing with complex personal and business tax issues for High Net Worth individuals, partnerships and corporate clients. Mixed tax role. Developed strong tax technical skills dealing with complex personal and business tax issues for High Net Worth individuals, partnerships and corporate clients.