Senior Manager, Financial Services Indirect Tax Cv Emma Davis Senior Manager, Financial Services Indirect Tax 07700 90XXXX emma.davis@example.com emmadavis Reading, Berkshire RG1 4AG STRENGTHS Technical judgement When VAT treatments hinge on transaction detail, test the assumptions against the client’s contracts and operating facts before giving advice. Client communication Make complicated VAT positions easier to act on by setting out the reasoning clearly and responding directly to finance and legal teams. Team development Coach managers and senior associates through technical reviews, sharing practical feedback that improves consistency across assignments. Delivery planning Set review points and resourcing plans across concurrent engagements, helping teams meet deadlines and keep budgets visible. Relationship building Use regular technical briefings and proposal discussions to understand client priorities and support continuing advisory instructions. SKILLS Financial services VAT UK indirect tax advice VAT advisory Partial exemption Input tax recovery VAT grouping VAT risk assessment Technical review Client relationship management Client engagement delivery Project planning Budget monitoring Proposal development Team coaching Written and verbal communication LANGUAGES English Native 40 French Intermediate 20 MY CAREER 20.3 Years Senior Manager, Financial Services Indirect Tax at Redwood Tax Partners (5.1 Years) Senior Manager, Indirect Tax at Northgate Advisory (4.3 Years) Manager, Indirect Tax at Cavendish & Co. (4.4 Years) Senior Associate, VAT at Hawthorn Legal and Tax (3.5 Years) Associate, Indirect Tax at Westbridge Consulting (3 Years) SUMMARY Indirect tax leader with 20 years of experience advising financial services organisations on UK VAT and client engagements. Apply deep knowledge of VAT recovery, partial exemption, VAT grouping and financial services supplies to turn technical analysis into practical advice for business and tax stakeholders. Guide multidisciplinary teams, review risk and technical positions, and communicate clear recommendations to clients. Build lasting relationships through reliable delivery, commercial awareness and careful expectation management , while developing client accounts and proposals. Plan assignments, monitor deadlines and budgets, and coach colleagues to maintain consistent service quality. EXPERIENCE Senior Manager, Financial Services Indirect Tax Redwood Tax Partners Oct 2021 - Present London, UK Leads VAT advisory engagements for banking, insurance and asset management clients, translating complex transaction flows into documented positions and practical implementation steps. Reviews partial exemption and input tax recovery analyses, challenging assumptions against business evidence and helping clients resolve material uncertainties before filing or transaction milestones. Guides engagement teams across concurrent client assignments, setting review points and resourcing plans that keep deliverables on schedule and within agreed budgets. Deepened several established client relationships through regular technical briefings and proposal development, supporting repeat instructions and expansion into adjacent VAT work. Coordinates client engagement delivery from planning through completion, recording VAT risks, resolving in scope issues and escalating matters with clear recommendations to client stakeholders. Senior Manager, Indirect Tax Northgate Advisory Jun 2017 - Sep 2021 London, UK Directed VAT workstreams for financial services reorganisations and operating-model changes, coordinating legal, finance and tax contacts to produce advice that could be implemented by client teams. Assessed VAT recovery methods and partial exemption calculations for multi-entity groups, improving the evidence trail supporting decisions and identifying issues requiring specialist review. Prepared proposals and scoped follow-on work with account leads, connecting client priorities to appropriately sized tax projects. Coached managers and senior associates on technical analysis and client communication, strengthening consistency across engagement reviews. Manager, Indirect Tax Cavendish & Co. Jan 2013 - May 2017 Bristol, UK Managed recurring VAT advisory and compliance-related projects for financial services clients, balancing technical review with practical delivery deadlines. Developed VAT group and input tax recovery advice for clients changing legal structures, presenting the implications in clear decision papers for finance and legal stakeholders. Introduced structured work planning and review checkpoints across a portfolio of engagements, making emerging risks and budget pressures visible earlier. Senior Associate, VAT Hawthorn Legal and Tax Jul 2009 - Dec 2012 Oxford, UK Analysed VAT treatment of insurance, lending and outsourced service arrangements, grounding written advice in contract terms and the client’s operating facts. Prepared partial exemption calculations and supporting technical memoranda for senior review, improving the traceability of assumptions and supporting evidence. Presented findings to client finance teams and responded to follow-up questions, building confidence in the reasoning behind recommended VAT treatments. Associate, Indirect Tax Westbridge Consulting Jul 2006 - Jun 2009 Birmingham, UK Researched UK VAT questions for financial and professional services clients, assembling relevant facts and authorities into concise drafts for manager review. Supported VAT return and recovery reviews by reconciling source information and flagging inconsistencies for investigation before submission. Maintained engagement records and tracked deadlines across several assignments, helping teams provide timely and well-documented client support. EDUCATION LLB Law University of Nottingham 2004 CERTIFICATIONS Chartered Tax Adviser (CTA) 2011 Associate Chartered Accountant (ACA) 2008 TECHNICAL SKILLS Tax Research: Tolley+, Croner-i, LexisNexis Legislation and Case Law: legislation.gov.uk, Westlaw UK, Practical Law Spreadsheets: Microsoft Excel, Google Sheets, LibreOffice Calc Document Editing: Microsoft Word, Google Docs, LibreOffice Writer Presentation Software: Microsoft PowerPoint, Google Slides, LibreOffice Impress PDF and Document Tools: Adobe Acrobat, Foxit PDF Editor, Nitro PDF Accounting Software: Sage 50, Xero, QuickBooks Online Data and Query Tools: Microsoft Access, SQL Server Management Studio, Power Query Collaboration Platforms: Microsoft Teams, SharePoint, Zoom Email and Calendars: Microsoft Outlook, Gmail, Google Calendar SKILLS Financial services VAT UK indirect tax advice VAT advisory Partial exemption Input tax recovery VAT grouping VAT risk assessment Technical review Client relationship management Client engagement delivery Project planning Budget monitoring Proposal development Team coaching Written and verbal communication LANGUAGES English (Native) French (Intermediate)
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