Experience

ad+ Chartered Accountants & Business Advisors

• United Kingdom
• Accounting
• 1 - 100 Employee

• Tax Manager

  • Jun 2018 - Present

  Provide comprehensive and effective tax compliance and tax planning services to Atkinson Donnelly LLP and its clients. Ensure that the tax liabilities of all clients are accurately and correctly calculated, reported to clients and reported to HMRC. Extensive experience in dealing with ad hoc tax matters and planning strategies. First point of contact for all clients with any tax issues or queries. Trained and supported staff members in tax matters, including updating them on changes in tax legislation via regular in-house training sessions. Contribute / host the tax aspect of all client seminars (rental portfolios, company cars, tax saving tips, tax updates). Tax investigation experience. Show less



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Assistant Manager

  • Sep 2016 - Jun 2018

  Developed project management skills through leading the delivery of large tax compliance projects to two of Scotland’s largest law firms and their partners.Managing a client portfolio of high net worth individuals and entrepreneurs with their personal tax affairs including adhoc tax planning and advisory work.Responsible for managing three key Private Equity clients’ accounts, including managing the partnership and personal tax compliance process for fund partnerships, co-investment and carried interest vehicles, investment advisor entities and fund executives.Developed an understanding of Private Equity funds by assisting in preparing advice on the structure of new funds.Working with a remote Compliance Centre in order to ensure the delivery of all compliance work to the clients, including reviewing tax computations and returns.Sales and marketing experience through preparing responses to tender documents.Assisted in the development of junior members of staff. Show less

• Associate / Senior Associate

  • Jan 2012 - Aug 2016

  Preparation of tax returns and dealing with associated tax compliance issues, includingpreparing capital gains computations and business tax computations, for a portfolio of UKpersonal, partnership and trust clients.Assisting managers with tax advisory projects, including research, drafting computations andreviewing documents. Helping to maintain client relationships by liaising between clients, third parties andmanagers.