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Professional Summary

On passing the professional exams I became a member of the Institute of Chartered Accountants of England and Wales in 1982. After a period spent working for Price Waterhouse, I joined Horwath Warner Marsh becoming the lead tax partner in that practice. Following the successful disposal of the practice to Numerica in 2002, I headed that firm's Southampton office business tax department. On the sale of that office in 2005, I became a senior corporate tax manager at BDO. I moved to Chicago in 2011 on account of my wife's employment. Since 2012, I have been a Green Card holder. I have over 30 years experience of dealing with UK tax matters, particularly in corporate tax, acquisitions and disposals, transfer pricing, and tax planning for high net worth individuals. Living in downtown Chicago I am well placed to advise businesses based in Chicagoland on any dealings involving UK taxation

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Languages

  • English

Industry Experience

    • Professional Services

Interests/Hobbies

  • Modern and contemporary art

Birthday

May 7

Social Media

Experience

UK Tax in Chicago
Chicago , Illinois, USA 60611
Owner
UK Tax Advisor
2012 - Present
One stop shop for anyone in Chicagoland looking for UK tax advice. Areas covered include both personal and corporate direct tax, and indirect tax (VAT).
BDO
Southampton, United Kingdom SO14 3TL
Senior Tax Manager
Chartered Accountants
2005 - 2010
Managing company tax return compliance, tax planning for the business sector, dealing with tax inquires, carrying out tax due diligence for prospective purchasers, advising vendors on sales (including obtaining tax clearances, tax planning, tax aspects of sales and purchase agreements), handling tax aspects for overseas persons setting up businesses in the UK.

Also responsible for departmental billing
Numerica
Southampton, United Kingdom SO15 2YY
Head of Business Tax, Southampton Office
Chartered Accountants
2002 - 2005
Responsible for all business tax work undertaken by the Southampton office.

Company tax return compliance, tax planning for the business sector, dealing with tax inquires VAT matters.

Full management responsibility for the business tax department, including billing, time recovery, staffing, etc

Horwath Warner Marsh
Southampton, United Kingdom SO15 2FE
Tax Partner
Chartered Accountant
1990 - 2002
Ultimately solely responsible for all tax work undertaken by the practice. Continued to require detailed knowledge of all UK tax matters. Tax services marketing.

Recognized locally as experienced in dealing with tax inquiries. Satisfactorily concluded a number of special compliance office investigations.

As finance partner set up systems for measuring recoverability and chargeable hours, ensuring timely billing, debt recovery etc.

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