Kerry MacBeth
Livingston,West Lothian
Summary
A fully qualified chartered tax advisor specialising in income tax, trusts and estates. Practical and valuable experience of providing professional tax advice to a range of individuals with varied and complex tax positions. I have a conscientious and determined attitude to work with an emphasis on detail, having the ability to work well with all members of staff and work to tight deadlines. Presently seeking a professional and satisfying role within a progressive and reputable firm
Overview
18
18
years of professional experience
Work history
Personal Tax Manager
Saffery
Edinburgh, Midlothian
2025.03 - Current
- Working for a medium sized accountancy practice specialising in personal tax compliance over a broad spectrum of various specialisms
- Managing a broad portfolio of clients and reviewing and signing out tax returns and client advice, linked to compliance, to include Trusts, partnerships and HNWI
- Overseeing maintaining TRS for Trusts
- Providing group training as well as mentoring junior staff members
- Line managing five junior team members
Personal Tax Manager
RSM
Edinburgh, Midlothian
2022.10 - 2025.03
- Working for a large, modern accountancy practice firm specialising in personal tax compliance over various specialisms
- Managing a broad portfolio of clients and reviewing and signing out tax returns and client advice to include Trusts, large professional partnerships, smaller partnership to include farms and estates and HNWI
- Managing two private client service teams in Edinburgh and Glasgow
- Finance lead for Premium Annual Compliance Team (5,000 plus clients) dealing with aged debtors, billings, recoveries and WIP reviews
- Overseeing maintaining TRS for Trusts
- Identifying business development within existing client portfolio, attending networking events
- Private Client Services Scotland and Northern Ireland region lead
- Providing group training as well as mentoring junior staff members
- Leading client meetings
- Promoted culture of continuous improvement within the Tax Department nurturing high-performing team environment
Personal Tax Manager
Chiene and Tait
Edinburgh , Midlothian
2018.09 - 2022.10
- Working for a medium sized accountancy firm specialising in personal tax with inheritance tax exposure
- Preparation of complex personal, trust and partnership self assessment tax returns for a varied and interesting portfolio of clients
- Reviewing and signing out personal tax returns
- Preparation of capital gains tax computations arising on the disposal of various assets both UK based and overseas to include preparation and submission of NRCGT returns
- Registered and maintained Tax Registration Service (TRS) records for clients
- Completion of various tax planning exercises and providing professional advice with reference to different taxes including income tax, capital gains tax and inheritance tax while adhering to current legislation
- Preparation and submission of disclosures of income and gains to HMRC
- Supervising a tax team including mentoring and training staff, review of tax returns and assisting with providing advice to clients
- Attendance to meetings with clients to discuss tax matters
- Communicating and liaising with HMRC on behalf of clients
Private Client Manager
Murray Beith Murray
Edinburgh , Midlothian
2016.02 - 2018.09
- Working for a medium sized, legal firm specialising in personal tax and trust and estate taxation
- Preparation of personal self assessment tax returns for a varied and interesting portfolio of clients including HNWI and Non UK resident individuals
- Preparation of income and expenditure reports for let properties
- Preparation or capital gains computations arising on the disposal of various assets both UK based and overseas
- Completion of various tax planning exercises to and providing tax advice with reference to different taxes including income tax, capital gains tax and inheritance tax
- Supervision of a tax team including mentoring and training staff, review of tax returns and assisting with providing advice
- Attending meetings with clients to discuss tax matters
- Communicating and liaising with HMRC on behalf of clients
Assistant Tax Manager
Turcan Connell
Edinburgh , Midlothian
2008.09 - 2016.02
- Working for a medium sized legal firm specialising in personal tax, trusts and estates
- Preparation of personal self assessment tax returns for a varied and interesting portfolio of clients including HNWI and non residents
- Preparation of a large portfolio of trust tax returns and executry tax returns
- Preparation of capital gains tax computations arising on the disposal of various assets both UK and overseas to include the preparation and submission of NRCGT returns
- Preparation of disclosures to HMRC
- Mentoring junior staff members and assisting with study to complete professional exams
- Attendance of meetings with clients
- Communicating and liaising with HMRC on behalf of clients
Education
Chartered Tax Advisor - Tax
Chartered Institute of Taxation
UK ATT -
Association of Taxation Technicians
UK Higher Grade -
Preston Lodge High School
East LothianSkills
Effective communication abilities
Experience in line management
Certified first aider
Experience in business development
Timeline
Personal Tax Manager
Saffery
2025.03 - Current
Personal Tax Manager
RSM
2022.10 - 2025.03
Personal Tax Manager
Chiene and Tait
2018.09 - 2022.10
Private Client Manager
Murray Beith Murray
2016.02 - 2018.09
Assistant Tax Manager
Turcan Connell
2008.09 - 2016.02
Chartered Tax Advisor - Tax
Chartered Institute of Taxation
ATT -
Association of Taxation Technicians
Higher Grade -
Preston Lodge High School