Tax Partner
Helping businesses and individuals minimize tax liabilities while keeping them compliant
Approach to work
I take a proactive approach to my work – always trying to find ways to increase the value-added for our clients.
My tenacity and passion to help clients manage their tax affairs ensure they get the best and most up to date advice at all times.
I specialise in tax advisory work – whether it is advice given to a personal client or businesses.
This includes advising clients on the tax implications of setting up share schemes, raising funds under tax-efficient schemes and corporate restructuring.
I am also involved in tax compliance work, including HMRC investigations, and I oversee the work done by the rest of our experienced tax team.
I hold regular training sessions with colleagues to train them and host webinars to educate clients on topical tax matters.
Background
I have been working in tax for more than 10 years, including time spent at two of the ‘Big Four’ firms.
My career began in personal taxation, but I later switched my focus to transactional tax where I have advised on a broad range of tax issues.
Working as a Senior Manager for many years, I was promoted to Partner in 2021. This has allowed us to expand the firm by taking on new clients, network and assist other partners to bring clients on board.
Partner
Assisting owner-managed business of all sizes
Approach to work
I strive to provide a high level of service to all of my clients that they can trust and rely upon so that they have the tools and expertise that enable them to grow and succeed in the future.
With a passion for seeing my clients’ businesses flourish, I go out of my way to support them with whatever they need.
I specialise in working with general SME and owner-managed businesses that range across several different sectors, including professional services, manufacturing, recruitment, property development and retail to name a few.
I assist them with a range of issues, including their audit, accounting, and taxation requirements – providing carefully tailored support that meets their needs.
I also advise client on making improvements to their existing systems and record keeping.
Background
I qualified as a Chartered Certified Accountant in 1996 and worked for a Top 50 accountancy firm in the West End of London before joining Grunberg & Co in 2012 as a Senior Audit and Accounts Manager.
I was then promoted to a Partner in 2016 and was then admitted as a member of the Institute of Chartered Accountants in England and Wales in 2019.
