Katie Woodstock
Bishop's Stortford,Hertfordshire
Summary
I am a highly motivated, extremely organised and well seasoned Tax Manager with six years' of professional experience in practice, responsible for managing the tax affairs of a diverse client portfolio. I have been consistently recognised for delivering work of exceptional quality, achieving an “Exceeds Expectations” appraisal rating every year since joining BDO UK LLP. I lead tax analysis projects, support and develop junior team members, and build strong client-centric relationships through clear communication and consistent, dependable delivery.
I take a practical, solutions-led approach to my work, blending technical precision with strong commercial awareness.
Outside the office, you will usually find me travelling or training — often both at once. Over the past two years I have taken part in five Hyrox competitions across five different cities, happily combining my competitive and sporty streak with my love of new places!
Overview
9
9
years of professional experience
9
9
years of post-secondary education
Work history
Tax Manager
BDO UK LLP
, City of London
11.2025 - Current
- Lead advisor and primary operational point of contact for a portfolio of high-net-worth individuals, families, and family offices, providing technical tax guidance across complex personal, trust and international matters.
- Manage and oversee advisory workstreams, ensuring high-quality technical output, commercially relevant recommendations, and timely delivery.
- Review work prepared by junior and mid-level staff, providing coaching, actionable feedback and supporting their technical development.
- Build and maintain strong client relationships through clear communication, proactive issue identification and reliable delivery of work.
- Coordinate with BDO's global offices to provide clients with multi-jurisdictional tax insights and cross-border planning.
- Contribute to team culture through wellbeing, social and engagement initiatives.
Tax Assistant Manager
BDO UK LLP
, City of London
11.2023 - 10.2025
- Managed the tax affairs of one of the firm's largest family groups, acting as the day-to-day lead for compliance, advisory and multi-jurisdictional planning matters.
- Led the preparation, review and delivery of complex UK tax returns and associated analysis, ensuring accuracy and adherence to statutory deadlines.
- Prepared matrix summaries for clients considering overseas relocation, collaborating closely with BDO Global offices to summarise international tax implications.
- Supported junior team members by reviewing work, helping structure analysis, and providing ongoing training and mentorship.
- Played a key role in team engagement, organising wellbeing initiatives, team socials, coffee catch-ups, Sports Days and Christmas events.
Tax Associate
BDO UK LLP
, City of London
11.2021 - 10.2023
- Acted as the principal point of contact for a portfolio of clients on all UK personal tax compliance matters.
- Prepared and submitted UK Self-Assessment tax returns; advised clients and third parties (including family offices) on the UK tax implications of income, gains and investment decisions under current legislation and GAAP.
- Conducted detailed technical research to support advisory pieces, drafting initial reports and client communications.
- Provided day-to-day support to junior team members, including mentoring and reviewing their work as part of the firm's “buddy” system.
- Active member of the Private Client Wellbeing and Social teams, organising wellbeing initiatives during and post-COVID, including virtual catch-ups and office events.
Junior Tax Associate
BDO UK LLP
, City of London
05.2021 - 10.2021
- Served as a primary contact for clients and third parties on compliance-related tax matters, expanding exposure to advisory work.
- Prepared complex offshore trust income/gain pools and applied matching principles for income tax and capital gains tax using advanced Excel models.
- Performed periodic bank reconciliations and prepared income analyses for mixed-fund accounts.
- Drafted technical advice emails following research using HMRC guidance and Tolley's tax library.
- Acted as a “Buddy” for new school-leaver joiners, helping with onboarding, process guidance and regular check-ins.
Tax Assistant
BDO UK LLP
, City of London
09.2019 - 04.2021
- Joined BDO on the school-leaver apprenticeship pathway, commencing ATT/CTA Level 7 studies.
- Collated and validated client information for tax returns, assisted with HMRC queries and supported ad-hoc analysis using Excel.
- Drafted responses to straightforward client questions and developed strong early communication skills through direct client interactions.
- Collaborated closely with senior associates, actively taking on new tasks to accelerate development.
- Completed a one-month placement in the Audit team (Gatwick office), attending client meetings, preparing minutes, and strengthening understanding of business systems and controls.
Assistant
Cultivate Talent Limited
Bishop's Stortford, Hertfordshire
09.2017 - 08.2019
- Processing customer and supplier invoices, updating SAGE accounting system, monthly bank reconciliation, chasing outstanding customer invoices over 30 days
- Assisted in budget planning to ensure fiscal responsibility.
- Processed invoices, ensuring timely payments.
Work Experience Assistant
Price Bailey LLP
Bishop's Stortford, Hertfordshire
06.2016 - 06.2016
- Introduction to the workplace, data analysis, developing draft business plans for local companies and schools.
- Conducted research on industry trends to inform organisational strategies and practices.
- Compiled data to generate comprehensive reports.
Education
A-Levels - Chemistry (B), Economics (A), and Mathematics (B)
The Hertfordshire & Essex High School and Science College
Bishop's Stortford, Hertfordshire 09.2015 - 08.2017
Level 7 - Taxation of Individuals and Owner Managed Businesses
The Chartered Institute of Taxation (CIOT)
London 09.2019 - 07.2023
Level 4 - Taxation of Individuals and Owner Managed Businesses
Association of Taxation Technicians (ATT)
London 09.2019 - 07.2022
Skills
- Extensive user of Microsoft Teams, Word, Excel, PowerPoint, and AI
- Liaising and negotiations with HM Revenue & Customs
- Professionalism in communication and clear writing skills
- Proactive researcher and commercial application to client circumstances
- Relationship building and networking initiator
- Very good problem-solving skills and understanding client needs
- Providing great quality work to clients in line with regulatory requirements
- Significant understanding of UK Inheritance Tax planning and favourable tax regimes for non-domiciled individuals in the UK
Accomplishments
- Achieved Arts Council of England Bronze Arts Award in 2015
- Member of the Cantate Youth Choir which involved: Double Gold Medal winners at the World Choir Games in Riga in 2014, winners in the Free Choice Class and runners-up in the Sacred and Secular Choral Class at the competition in Bath and appearing on the audio soundtrack for William Morris 125th anniversary “News from Nowhere” recorded at Abbey Road in 2013
- ABRSM Grade 5 Piano in 2016
- Jack Petchey Award Winner - Outstanding Achievement in Netball & Umpiring in 2017
- Winner of Herts & Essex Annual Sports Performer of the Year Award in 2017
Timeline
Tax Manager
BDO UK LLP
11.2025 - Current
Tax Assistant Manager
BDO UK LLP
11.2023 - 10.2025
Tax Associate
BDO UK LLP
11.2021 - 10.2023
Junior Tax Associate
BDO UK LLP
05.2021 - 10.2021
Tax Assistant
BDO UK LLP
09.2019 - 04.2021
Level 7 - Taxation of Individuals and Owner Managed Businesses
The Chartered Institute of Taxation (CIOT)
09.2019 - 07.2023
Level 4 - Taxation of Individuals and Owner Managed Businesses
Association of Taxation Technicians (ATT)
09.2019 - 07.2022
Assistant
Cultivate Talent Limited
09.2017 - 08.2019
Work Experience Assistant
Price Bailey LLP
06.2016 - 06.2016
A-Levels - Chemistry (B), Economics (A), and Mathematics (B)
The Hertfordshire & Essex High School and Science College
09.2015 - 08.2017