M&A Tax Consultant – Tax and Legal - Deloitte LLP - London
(2021-07)
- Working in a large engagement team, preparing first drafts of tax due diligence and structuring reports for both medium and large capital private equity clients under tight deadlines.
- Working on ad hoc tax advisory projects e.g. impact of ATAD 3 on a private equity holding structure.
- Mobilising specialist tax teams, both domestic and overseas to participate in due diligence, structuring and ad hoc advisory projects, reviewing their work and raising further questions where required via calls and email communication.
- Working effectively alongside other Deloitte service lines, maintaining good professional relationships, transparency, and alignment on deliverables.
- Leading and participating in calls with sell side advisers and management of assets our clients want to acquire as part of a tax diligence process.
- Regularly communicating updates to wider team on the trajectory of the deal process e.g. key dates, processes, virtual data room status.
- Being responsible for utilising and training juniors throughout on various smaller tasks related to a deal process e.g. risk procedures.
Senior Tax Associate – Corporate International Tax - BDO LLP - London
(2018-09 - 2021-07)
- Project managing and advising on international tax advisory projects such as the relocation of business assets and liabilities between different jurisdictions, domestic reorganisations/rationalisation and advising on broader tax implications for foreign companies expanding into UK.
- Regularly working with global BDO network offices on international transactions and due diligences, addressing key client objectives and building this into our output.
- Writing tax due diligence reports and preparing memos that comment on various tax risks including international aspects such as permanent establishments.
- Prepared first drafts for project reports on tax structuring for mid-market transactions.
- Clear external and internal communication of areas of the UK corporation tax regime that impact global clients such as corporate interest restriction and the brought forward loss restriction.
- Collaborating with tax dispute resolution specialists to deliver a client solution when historic tax related problems were identified.
- Staffing and supporting a portfolio of clients for their corporation tax compliance and being the main liaison on behalf of the firm.
- Identifying and seizing cross selling opportunities to add further value to the compliance portfolio.
Audit Senior Associate - Moore Stephens LLP (now BDO LLP) - London
(2015-06 - 2018-09)
- Audited clients in a wide range of industries including leisure and hospitality, financial services, pension funds, shipping, scientific technology.
- Planning and performing numerous audit procedures on the financial statements, frequently negotiating with finance staff.
- Providing on the job training to junior members of staff and reviewing their work for quality control.
- Preparing letters for management to advise on operation of controls where weaknesses were identified.
- Financial statements were predominantly produced under UK GAAP and occasionally, IFRS (International financial Reporting Standards) were applied.
DC and Workplace Savings, Sales Support Associate - Fidelity Worldwide Investment - London
(2013-04 - 2015-06)
