If you are interested in this candidate, please contact Andrew Wilson via email awilson@cerfinancial.co.uk or call on 0207 626 6065.
00358548

PROFILE:

Commercially focused Chartered Accountant with over 10 years’ experience as a Senior Tax Professional delivering complex projects, providing strategic advice, and managing stakeholders of all levels. I have extensive experience with multinational clients on numerous high-pressure engagements and transactions whilst providing robust commercial recommendations. I have worked across a variety of industries, including secondments to the world’s largest inter-dealer brokerage and a global commercial real estate services & investment company to assist and consult the internal finance team as well as some of the largest family office/trusts based in the UK. I have a proven track record of leading large-scale compliance transformation projects, outsourced tax operations, and technology-enabled solutions across multiple jurisdictions.

CAREER HISTORY:

May 2025 – Present

Big 4

Manager – Tax

• Project Manager leading multi-jurisdictional tax compliance engagements for multinational clients, including two of the largest to the firm, within a managed service framework, ensuring delivery against SLAs and quality standards.
• Manage a global team of 20+ professionals across 10 countries, coordinating tax return preparation, review, and submission for corporate income tax and related filings as well as corporate governance requirements.
• Develop and implement standardized global tax processes leveraging automation tools (e.g., Alteryx workflows, data extraction bots, Power BI dashboards, and Digital Gateway).
• Oversee client governance structures, chairing regular performance and risk reviews to ensure transparency and service excellence.
• Collaborate with the firms network firms to drive continuous improvement in compliance delivery models and client experience.
• Identify opportunities for cross-service collaboration (e.g., Transfer Pricing, Indirect Tax, GMS), enhancing value to clients.

September 2014 – May 2025

Big 4

Manager – Tax

• Tax M&A due diligence reports for buy and sell side clients, most of which funds were derived from PE.
• Tax Real Estate due diligence for buy and sell side for private clients, large corporates and trusts.
• Audit work using IFRS, UK GAAP and US GAAP accounting standards. Technical areas examples include –
• revenue recognition ii.) reviews of entity restructuring iii.) income tax & deferred tax iv.) reviewing cash flow and revenue forecasts.
• Business partnering with teams - component auditors, transfer pricing, transactions services and tax.
• Managing technology platforms to ensure accurate and timely communication with clients including Workiva, SharePoint and Tableau.
• Developed and rolled out a Digital Online Platform to the UK firm, following the successful Pilot for the firm’s largest private client.
• Budgeting and resourcing updates. Ensuring budgets are upheld and any overruns are addressed.
• Delivered on projects - audits, deals accounting, structuring and tax advisory under high pressure deadlines.
• Added value by identifying weaknesses in control functions whilst recommending and implementing controls in order to prevent errors.
• Responsible for major wins to the firm including a £12.4m 5 year global contact.
• Managed stakeholders at all levels, including FTSE100 clients, ensuring strong collaboration to deliver projects successfully.
• Provided advisory services related to acquisitions and reorganisations of multinational companies to meet client objectives of preparing for transactions, meeting regulatory requirements and for tax purposes.
• Produced and presented business development plans which led to increased client fees.
• Priced projects using a variety of methods, including creation and manipulation of financial models.
• Managed a 20+ client portfolio, including large key account clients, and routinely challenged Partners on fees and negotiated fees with clients.
• Determined and evaluated the risk status of projects including AML, enhanced due diligence, KYC, relationship checks whilst syncing with Salesforce.
• Delegated to juniors, monitored progress and provided continuous feedback tor development. Developed advanced skills and provided training to juniors.
• Completed several internal and external secondments, some of which are outlined below.

March 2022 - October 2022

Real Estate

Manager (secondment)

• Managed a team of 10 PwC colleagues from Senior Associate to Senior Manager grade.
• First point of contact for all global territories within the organisation and the board of directors in the US.
• Conducted a first review audit for the Global group of companies SFS.
• Provided key strategic recommendations regarding the development and testing of alternative delivery methods and managed stakeholders of all levels.
• Analysed firm-wide end to end processes to establish opportunities for improvement as well as evaluation of business requirements.
• Performed modelling and analysis to support decision-making for various stakeholders.
• This was a xLoS project, assisted by tax, risk and the SFS team which generated £1.6m over a 6 week period.
• Worked alongside three Senior Partners to secure a global contract to partner CBRE through year end managed service worth £12.4m over a 5 year period.
• Nominated for an award as a result of the above and gained recognition across the firm for my effort and contribution in relation to the above.

August 2020 - June 2021

Capital Markets

Senior Associate (secondment)

• Managed a team of 5 juniors to conduct a client outreach project showcasing and onboarding multiple products to all clients of TP ICAP from FTSE 100 companies to PE fund managers.
• Developed training materials for TP ICAP employees before the secondment came to an end.
• Performed tasks as above and I was offered a permanent contract after receiving outstanding client feedback.

January 2015 - May 2018

Big 4

Senior Associate – Leverhulme Family Trust (placement)

• Worked on the largest private client to the firm for 3+ years prior to the establishment of a family office function.
• Assisted with all tax consulting projects and managed the tax compliance for individuals and trusts.
• Worked with the investment advisory team and the tax technology team to develop an online platform showcasing the family wealth and investments whereby the trustees and beneficiaries could view remotely.
• Facilitated workshops, developed training materials and delivered technical presentations with the aim to roll out the platform to other clients within the firm.
• Received firmwide and xLoS recognition for the above.

Advertising Agency

Junior Management Accountant (1 year)

Software

Accounts Assistant (1 year 3 months)

Fashion

Accounts Assistant (4 months)

EDUCATION:

2014 – 2018

ACCA

• Qualified chartered accountant (FCCA)

2008 - 2012: University

Mathematics and Statistics with Finance (BSc Hons)

LANGUAGES:

• English (Fluent)
• Punjabi (Fluent)

References Available Upon Request

If you are interested in this candidate, please contact Andrew Wilson via email awilson@cerfinancial.co.uk or call on 0207 626 6065.
To view other CV's please click here.