If you are interested in this candidate, please contact Andrew Wilson via email awilson@cerfinancial.co.uk or call on 0207 626 6065.
Overview:
- 10+ years of indirect tax and corporate tax experience across KPMG and PwC, advising financial services, real estate, infrastructure and multinational clients on VAT, M&A, restructuring, compliance and transaction-related tax matters.
- Strong technical expertise across UK and international indirect tax, including VAT audits, fund management VAT, VAT recovery, VAT grouping, transfer of going concern, customs and excise, cross-border transactions and M&A due diligence.
- Currently supporting financial services M&A transactions across banking, insurance, asset management, payments and private equity sectors.
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CAREER HISTORY:
September 2025 – Present
Global Mobility Firm
Tax Associate
- Working within the global mobility tax function.
- Wants to return to an Investment Management Tax or a similar Financial service Tax role.
- Day-to-day project management of client accounts and projects, inc. WIP, billing and more.
- Review and coordination of personal tax returns.
- Holding briefings with assignee’s and helping them with tax needs on both employment income and personal income including RSU’s, rental and other.
- Working with a variety of different mobility tools and aiding in their development.
September 2023 – May 2025
Professional Services
Investment Management Tax Analyst
- Day-to-day project management of client accounts and projects including WIP management, invoicing, tracker management, emails management, and more.
- Work includes transaction tax reports, WHT reclaims, CGT reports, Pension Scheme Returns, CT61 and more.
- Deal with WHT, CGT, CT, VAT, GST, Employment Taxes, US tax, overseas filings and other international taxes.
- Coordination and review of CT returns on a regular basis.
- FS clients including pension schemes, banks, governmental organisations and sovereign wealth funds.
- Have worked on many RFP’s to secure wins for the team.
- Leading on the development for first year analysts.
- Have made a lot of workflows and processes more efficient for everyday working.
- Acting as the main tax agent for clients, responding to extensive queries on a wide variety of taxes.
- Regularly working on transaction taxes and deals.
- Worked with over 20 clients on a regular basis.
- Extensive training on tax accounting, corporation tax and more.
July 2022 – August 2022
Accounting
Intern
- 6-week internship in corporation tax using AlphaTax.
- Preparation of corporate tax returns leveraging financial statements, covering CGT, CT, iXBRL tagging and more.
- Worked with a variety of clients ranging from FS to commercial.
- Carried out some personal tax returns using CCH.
- Workshops for audit, transfer pricing, VAT and more.
July 2018 - August 2018
Professional Services
Intern
- 3-week internship in assurance.
- Had the opportunity to oversee assurance engagements and learn the audit and assurance process working closely with a manager in the assurance function.
- Had the opportunity to network with like minds, develop many skills and done a lot of workshops centred around learning and work.
June 2016 – July 2016
Transport Company
Intern
- An internship over a total of 3 weeks.
- Worked primarily in the IT support function, learning about IT and providing support using S.N.O.W.
- Also had the opportunity work learn about and work closely with other sectors within the business such as finance, engineering and more.
EDUCATION:
September 2019 – August 2023: University
BA (Hons) Accounting & Finance
Grade: Upper Second, 2.1
Dissertation: The public Perception of IFRS and Financial Statements.
September 2017 – August 2019: School | Sixth Form
Maths Grade: A
Chemistry Grade: B
Politics Grade: C
September 2012 – August 2017: School | Secondary School
10 GCSE’s Achieved
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.
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