Accounts and Tax Manager
Joined PBA: July 2007
Qualifications: ACCA certified in 2016, fellow in 2021 and qualified with the Chartered Institute of Taxation in 2018 to become a Chartered Tax Adviser.
Responsibilities @PBA: My role as an Accountant manages a portfolio of limited companies and sole traders within a variety of industries. As a Chartered Tax Adviser, I also manage a portfolio of personal tax clients including HNW individuals, providing both compliance and advisory work including Capital Gains Tax, Inheritance tax advice and tax planning.
Superpower at work: My ability to build good working relationships with my clients and navigating the complex world of tax by keeping on top of relevant changes to ensure financial success of my clients. Plus I make a great cup of tea!
Interests outside of work: I am a co-owner of a pole and aerial studio so that keeps me busy teaching and makes sure I stay strong and healthy. In my spare time I enjoy learning to play guitar and spending time with friends and family.
Greatest personal achievement: Becoming qualified (twice) and jumping out of a plane to raise money for Cancer Research