With a background primarily in corporate tax, Jo works with the full spectrum of different size companies from start-up businesses, OMBs, UK groups as well as multinational enterprises, across a broad range of different sectors.

In addition to UK corporate tax compliance, Jo advises on areas such as:

• Group corporate tax matters e.g. group relief and capital transfers
• International corporate tax matters e.g. transfer pricing and withholding tax
• Corporate financing arrangements e.g. loan relationships, interest restrictions and withholding tax
• Merger and acquisitions – e.g. corporate tax due diligence and reviewing tax warranties and associated documents

Work highlights

• Six years of industry experience, working in an in-house tax department at a global Fintech company, responsible for UK tax compliance, EMEA business support and advisory and transfer pricing
• Working with multiple internal stakeholders, including Treasury, Legal, Procurement, M&A and Internal Audit and multiple external stakeholders, including external Auditors, HMRC and multiple Big 4 Advisers
• Being awarded an internal Global Finance Visionary award while working within an in-house Tax team
• Managing multiple projects, for example transfer pricing documentation with Advisers, providing invaluable experience into understanding the key issues and concerns from a client perspective
• Working with in-house Internal Audit teams, providing insight into the importance of controls and tax process management
• Working and advising on a multi-stakeholder major European entity reorganisation project, from a corporate tax perspective