Samuel Wakefield

Responsibilities:

• Managed a portfolio of high-net-worth individuals, trusts, partnerships and landed estate groups.
• Prepared and reviewed Self Assessment Tax Returns, Trust and Estate Returns, Partnership Returns and Capital Gains Tax Returns.
• Worked directly with complex family groups and landed estates involving multiple entities and stakeholders.
• Liaised with clients, trustees, estate managers and professional advisers to facilitate accurate and timely tax compliance.
• Supported tax planning projects and advisory work across a broad range of personal tax matters.
• Reviewed work prepared by junior staff and provided coaching and technical support.
• Identified and implemented strategies to improve efficiency and enhance compliance processes across the team.
• Contributed to software implementation, testing, and process improvement initiatives to streamline operations.
• Participated in testing and development of AI-assisted tax processes and automation tools.
• Assisted with onboarding and implementation of new tax software and workflow systems.

Achievements:

• Progressed from Semi-Senior Tax Advisor to Senior Tax Associate.
• Developed significant experience working with complex landed estate structures and high-profile clients.
• Trusted with increasingly complex client portfolios and technical work.
• Contributed to software implementation, testing, and process improvement initiatives to streamline operations.
• Trusted with increasingly complex client portfolios and technical work.

• Oversaw diverse portfolio of personal tax clients, ensuring tailored tax solutions and compliance.
• Delivered ongoing tax compliance support and strategic guidance, enhancing client understanding and preparedness throughout the tax year.
• Prepared Self Assessment Tax Returns covering a range of income sources including self-employment, property and foreign income.
• Reviewed work prepared by colleagues and supported training of new team members.
• Contributed to development of internal training programmes and facilitated implementation of new software, improving team knowledge and operational efficiency.

• Executed administrative and customer service roles that improved organisational effectiveness and strengthened communication with stakeholders.