Laura Treliving
Northcote
Summary
Taxation Manager, managing compliance and advisory services for high net worth individuals and global mobility clients. CTA qualified with 10 years of tax experience. I have 5 years experience specialising in New Zealand tax within our people services team. The roles is a mix of compliance and advisory work for a diverse portfolio of global mobility clients, individuals and high net worth individuals. Prior to relocating to New Zealand, I worked in UK Private Client Tax for five years. I am now seeking to relocate back to the UK from New Zealand.
Overview
11
11
years of professional experience
Work History
Tax Manager
KPMG LLP
02.2020 - Current
- Responsibilities: Manage a diverse portfolio of clients, including global mobility clients, individuals, and high-net-worth individuals. Prepare complex tax returns as needed and delegate tasks effectively to junior staff. Review and sign off tax returns. Although limited; prepare trust, partnership, and company returns where required. Prepare GST returns for HNWI. Review and prepare shadow payroll filings. Provide tax briefings for cross-border employees and individuals. I have a good understating of tax residence, tax equalization, double taxation agreements, and foreign tax credits with regards to my Global mobility clients.
- Preparation of tax advice which include; residence reviews, permanent establishment risks, employee and employer reporting obligations, fringe benefit tax, structuring advice regarding income streams, trusts, and company residence, personal tax advice. Collaborate with other teams, such as Corporate and International Tax, to provide joint advice and explore cross-selling opportunities, including working with overseas offices. Provide internal tax advice to the business. Assist enquiries/rulings with the tax authorities, including preparation of voluntary disclosures.
- Regularly review WIP and billing, considering the commercial aspects and discussing fees as necessary.
- Review and assist with internal processes. Assist with setting up training for the team. Supervise and coach junior staff, manage their performance, and share knowledge. Work effectively as part of a team to meet deadlines, manage team deadlines, and gather related information and statistics.
Tax Senior
PKF Francis Clark LLP
02.2018 - 01.2020
- Responsibilities: Management of my own client portfolio. Communicating efficiently with clients whether that is face to face, email or telephone. Preparation of tax returns with varying complexities including high net worth and non-domiciled individuals. Preparation of partnership tax returns. Dealing with additional tax compliance issues including liaising with HMRC. Preparing foreign tax reclaims. Using knowledge of other UK taxes and communicating with other teams in the office to provide a full service to the client and identify areas where further advice is required. Preparing consultancy and advisory work where required. Working well as a team to a deadline and prioritising tasks to need. Allocating work on my portfolio to more junior staff. Reviewing junior members work. Managing my own client’s work-in-progress (WIP) and billing.
Tax Senior
Ernst & Young LLP
09.2016 - 02.2018
- Responsibilities: Preparation of tax returns for a variety of clients including high net worth, non-domiciled and non-resident individuals. Communicating efficiently with clients, other EY offices and third parties. Dealing with additional tax compliance issues, including checking PAYE codes and ‘What if’ Capital Gains calculations. Preparing low-level consultancy work and responding to HMRC enquiries. Manage an allocation of clients and prioritise. Working well as a team to a deadline. Training new staff.
- Providing UK tax arrival briefings for assignees moving to the UK on assignment or transfer, advising of UK tax implications.
- I also worked on the Customer Reporting Team from May 2016 to October 2016. This involved the preparation of tax reports on behalf of a bank for clients with share portfolios of varied complexities. I also continued this work in May 2017 and in addition reviewed reports prepared by junior staff.
Tax assistant
Ernst & Young LLP
11.2014 - 09.2016
- Responsibilities: Preparation of tax returns for a variety of clients including high net worth, non-domiciled and non-resident individuals. Communicating efficiently with clients, other EY offices and third parties. Dealing with additional tax compliance issues, including checking PAYE codes and ‘What if’ Capital Gains calculations. Preparing low-level consultancy work and responding to HMRC enquiries. Manage an allocation of clients and prioritise. Working well as a team to a deadline. Training new staff.
Education
CTA Qualified - Papers - Awareness (Inheritance Tax, Trusts & Estates, Corporation Tax, VAT and Stamp Taxes), Individuals Advisory, Individuals Application and professional skills
ATT Qualified - Papers - Personal Tax (1), Business Tax and Accounting (2) Business Compliance (3)
BA (Hons) - Accounting and Finance
University West of England
Skills
- CTA Qualified
- ATT Qualified
- Tax advisory services
- Tax process improvement
- Tax law interpretation
- Tax compliance expertise
- Experienced using Microsoft Office
- Knowledge of tax software including, CCH, CCH Gains and Digita (UK), TaxLab (NZ)
- Managing an allocation of clients and working towards a deadline
- Complex tax return preparation
- Review and sign out tax returns
- Asset management tax reporting
- UK and NZ tax briefings (for international employees)
- Mentoring and coaching staff
- highly organised
- Good attention to detail
- highly adaptable to change and thrives in team environments, understanding the importance of team dynamics Committed to ensuring that the team meets its goals
Timeline
Tax Manager
KPMG LLP
02.2020 - Current
Tax Senior
PKF Francis Clark LLP
02.2018 - 01.2020
Tax Senior
Ernst & Young LLP
09.2016 - 02.2018
Tax assistant
Ernst & Young LLP
11.2014 - 09.2016
ATT Qualified - Papers - Personal Tax (1), Business Tax and Accounting (2) Business Compliance (3)
BA (Hons) - Accounting and Finance
University West of England
CTA Qualified - Papers - Awareness (Inheritance Tax, Trusts & Estates, Corporation Tax, VAT and Stamp Taxes), Individuals Advisory, Individuals Application and professional skills
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