DAVID M.M. J. PATERSON
London,UK
Summary
UK Private Client Tax Professional with 10+ years’ experience in mid-tier and larger accountancy firms, progressing to Assistant Client Manager level. Experienced in managing 200+ high-net-worth individuals, landlords, business owners, non-domiciled and non-resident clients. Strong technical expertise in UK personal tax including capital gains tax, inheritance tax, residency & domicile, property taxation, and investment income. Proven experience in end-to-end compliance, tax return review, HMRC correspondence, advisory support, and supervision of junior staff. International exposure through internships in Hong Kong and Malaysia. Relocation-ready for roles in wealth management, private banking, family office, and investment-adjacent financial services across Asia and the Middle East.
Overview
11
11
years of professional experience
Work history
Assistant Client Manager
HAGGARDS CROWTHER LLP
London
2022.07 - 2024.02
- Managed 200+ personal tax clients including HNW individuals, landlords, business owners, and non-domiciled/non-resident clients
- Delivered full-cycle personal tax compliance and advisory services
- Prepared and reviewed UK tax returns, CGT computations, rental accounts, partnership and sole trader returns
- Advised on CGT planning, inheritance tax, share schemes, profit extraction, and EIS/SEIS/VCT investments
- Managed HMRC correspondence and resolved complex client queries
- Delegated work to junior staff and supported training and development
Tax Senior (Temporary)
HILLIER HOPKINS LLP
Watford
2019.11 - 2020.03
- Supported High Net Worth and Trusts & Estates team during busy season
- Prepared personal tax returns and assisted with advisory work
Private Client Tax Senior
MENZIES LLP
London
2016.08 - 2019.10
- Managed portfolio of HNW individuals, landlords, business owners, and professionals
- Supported tax advisory work, investigations, and complex client matters
- Prepared tax computations including CGT, employment income, investment income, and foreign income
London
2013.01 - 2016.01
- Haines Watts: Personal & corporate tax compliance.
- Crowe Clark Whitehill: Personal tax compliance.
- Brebners: Mixed tax trainee role covering personal and corporate tax compliance.
Education
ATT Qualified -
Association of Taxation Technicians
BA (Hons) - Business Economics
Oxford Brookes University
Skills
- Personal Tax: HNW individuals, landlords, business owners, partnerships
- Technical: CGT, IHT, residency & domicile, non-dom/non-resident taxation
- Compliance & Advisory: Tax returns, HMRC liaison, planning support
- Client Management: 200 client portfolio ownership
- Leadership: Junior staff supervision and workflow delegation
ADDITIONAL INFORMATION
- IT: CCH, Digita, Sage, TaxCalc.
- International mobility: Open to relocation across Asia and the Middle East
CAREER BREAK / INDEPENDENT ACTIVITY
- Mar 2024 – Present
- Managing personal investment portfolio and property interests
- Maintaining engagement with taxation and financial markets
- Self-directed development in finance and investment-related topics
- Preparing for international re-entry into financial services roles
INTERNATIONAL EXPERIENCE
- Jardine Matheson & Co Ltd, Hong Kong – Summer Intern
- Maxis Bhd, Kuala Lumpur – Summer Intern
Timeline
Assistant Client Manager
HAGGARDS CROWTHER LLP
2022.07 - 2024.02
Tax Senior (Temporary)
HILLIER HOPKINS LLP
2019.11 - 2020.03
Private Client Tax Senior
MENZIES LLP
2016.08 - 2019.10
2013.01 - 2016.01
BA (Hons) - Business Economics
Oxford Brookes University
ATT Qualified -
Association of Taxation Technicians