Regional Tax Manager (International Tax) at Cisco International Limited (2019-03 – Present)
Regional Tax Manager overseeing UK&I and Nordics Tax theatre services, managing Direct Tax planning and audit projects, and coordinating EMEAR theatre direct tax support.
- Oversee the UK&I and Nordics Tax theatre services provided by E&Y
- Direct Tax planning projects (M&A) as well as Direct Tax and Transfer Pricing audits
- Co-ordinating EMEAR theatre direct tax support for discreet functional areas (e.g., FATCA, Pillar 2)
- Coordinate engagement letters and statements of works with external tax advisors
- Direct Tax cross functional business support including Deals, Supply Chain, Treasury, Technical Services and Replacement spare parts, to enable the business in a tax efficient and compliant way
- Leading and controlling any uncertain Direct tax positions
- Advising and/or performing a consulting role for Direct tax matters
- Reviewing key legislation and regulatory developments (US/UK GAAP, IFRS) as well as OECD/G20 international tax developments
Fund Tax Specialist (Tax) at Invesco Perpetual (2017-03 – 2019-03)
Fund Tax Specialist overseeing Fund Tax services for UK and Cross border funds, ensuring correct tax treatment and maintaining tax efficiency.
- Oversee Fund Tax services provided by BNY Mellon/PWC/E&Y for UK and Cross border funds ensuring correct tax treatment
- Coordinate engagement letters and statements of works with external tax advisors
- Coordinate the completion of requests (Tax Forms, Power of Attorneys) from the Custodians and other tax forms related to Global securities tax as required
- Monitor foreign tax reclaim processes and ensure required filings and power of attorneys are completed and provided to applicable parties
- Maintain Funds are tax efficient by ensuring tax treaties and rates are up to date and applied accurately by Custodian
- Periodic review of outstanding reclaim receivables and make recommendations regarding collectability
- Monitor market developments and work with Tax Advisors on ECJ claims and other protected claims due
- Keep up to date on relevant industry developments and updates in legislation (US/UK GAAP, IFRS etc...)
CT Senior Tax Advisor - Contract (Tax) at Simmons Gainsford LLP (2015-04 – 2017-02)
Senior Tax Advisor managing corporation tax compliance for corporate clients, reviewing computations, and handling cross-border tax issues.
- Managing the corporation tax compliance process for a portfolio of corporate clients including both standalone clients and groups
- Reviewing computations prepared by other members of staff and taking responsibility for the timely delivery of a high quality service to clients
- Reporting of tax notes for annual report and accounts
- Dealing with cross border tax issues such as, treaty clearances, withholding taxes etc...
- Opportunities for some involvement on advisory work arising on the firm's wider client base including: Research and development tax relief, group tax planning, international matters, share schemes and valuations
- Liaising with HMRC on queries into tax returns
Senior Tax Advisor (International Tax) at Haines Watts LLP (2012-12 – 2015-02)
Senior Tax Advisor handling corporate taxation, funds taxation, and personal tax services. Facilitated set-up of Investment tax section.
- Manage and review as well as lodgement of various UK statutory tax returns ensuring that relief's are maximised, liabilities minimised and compliance obligations are met, and resolve all queries regarding computations
- Managing the corporate tax compliance process undertaken by external advisors in various jurisdictions
- Reporting of tax notes for annual report and accounts
- Dealing with cross border tax issues such as, treaty clearances, withholding taxes etc...
- Tax advisory to partners and clients including: structures - company, LLP, etc; restructuring
- Liaising with HMRC on queries into tax returns
- Providing up-to-date tax guidance in a practical manner through identifying opportunities arising from corporate development
- Facilitate the set-up of the Investment tax section within Haines Watts
- Manage and review tax provisions and CT600 for various clients
- Reporting of tax notes in accordance with the SORP and FRS 19 note for annual report and accounts
- Calculating and informing clients of any payments on account due to HMRC
- Reviewing of CT61's for Interest Distributing Funds
- Monitor changes in withholding tax rates for all worldwide jurisdictions
- Preparing tax returns for clients which have an international element attached to them
- Processing the accounts and personal tax for sole traders and Owner Managed Business
- Input into responses to HMRC enquiry letters and any other tax related projects
Officer (Investment Accounting/Tax) at State Street Bank (2011-11 – 2012-09)
Investment Accounting/Tax Officer managing and reviewing tax computations and CT600 returns for various clients following TUPE transfer.
- Manage and review tax computations & CT600 returns for various clients, including detailed tax research where required
- Support the accountants with issues relating to transfer pricing
- Liaise with a mixture of internal parties on various projects for different clients
- Provide technical and analytical assistance in the preparation of underlying information for the more complex assets invested in ensuring full audit trail
- Reporting of tax notes in accordance with the SORP and FRS 19 note for annual report and accounts
- Review of the pricing model for various clients on a monthly basis to ensure compliance with FCA regulations
- Reviewing payments on account for various clients
- Reviewing of CT61's for Interest Distributing Funds
- Monitor changes in withholding tax rates for all worldwide jurisdictions
Senior Tax Accountant (Investment Accounting/Tax) at HBOS/Lloyds Banking Group (2006-11 – 2011-11)
Senior Tax Accountant in IA Taxation department working in Compliance and Advisory teams managing tax computations, CT600 returns, and providing technical assistance.
- Manage and review tax computations & CT600 returns for HBOS, Insight, SW and St James Place Funds, including detailed tax research where required
- Reviewing payments on account for HBOS, Insight, SW and St James Place Funds
- Reporting of tax notes in accordance with the SORP and FRS 19 note for annual report and accounts
- Reviewing of streaming percentages for all funds paying UK corporation tax
- Reviewing of CT61's for the Corporate Bond Fund
- Audit of Tax computations and CT600's for outsourced funds to the Bank of New York
- Monitor changes in withholding tax rates for all worldwide jurisdictions
- Responsible for monitoring the evolving changes in the EU, in relation to recent ECJ tax discrimination case rulings
- Input into responses to HMRC enquiry letters and any other tax related projects
- Adapting working methods and systems to comply with changes in tax law and to enhance efficiency
- Provide technical and analytical assistance in the preparation of underlying information for the more complex tax returns ensuring full audit trail
- Assist, review and comment on Business Requirement Documents, (BRD) to ensure needs of the Tax team are not neglected in projects
- Responsible for Control Self Assessment (CSA) – An Internal Audit Tool to ensure the department meets all SOX requirements
- Provide assistance in research work and information gathering to deal with internal queries and those from Inspector/Auditors
- Keep abreast of business and technical developments in own area and assist in the implementation and communication of changes
- Advise internal parties on taxation issues affecting new fund launches
- Exposure to client meetings with external and internal senior management
- Preparation of various statutory tax returns ensuring that relief's are maximised, liabilities minimised and compliance obligations are met
- Preparation of payments on account on a quarterly basis for HBOS, Insight and St James Place Funds
- Preparation of tax disclosure notes in accordance with FRS 19 and IAS 12
- Preparation of streaming percentages for all funds paying UK corporation tax
- Review of tax pricing model on a monthly basis to ensure compliance with FSA regulations
