Jade BA AAT

Tax Senior

Qualifications

• Association of Taxation Technicians (AAT)
• Accounting & Finance BA (Hons)

Experience

• Jade is an experienced tax professional with nearly four years of hands-on experience.
• Works across both mixed tax and personal tax roles, giving her a broad understanding of various tax matters affecting individuals and businesses alike.
• Prepares and reviews tax returns, advises on income tax and capital gains matters, and liaises directly with HMRC on behalf of clients.
• Supports a wide range of clients, from self-employed individuals to high-net-worth clients and small businesses, providing clear, tailored advice.

Achievements

• Enabled a distressed client to make a full and accurate disclosure to HMRC in a highly sensitive situation, ensuring her tax affairs were brought up to date. This prevented penalties and interest, but also provided the client with reassurance and emotional support.
• Enabled a number of individual clients to submit their self-assessment tax returns on time, despite last-minute complications and high demand.
• Helped a separating couple selling their jointly owned second home to apply the correct ownership split, calculate their respective gains, and file two accurate UK Property CGT returns — all within just a few days of the 60-day deadline. They came to her in a panic. Her efficient handling of the case ensured they avoided penalties and she eased tensions between the parties.

Personal

• Jade enjoys keeping active and can often be found at the gym working on her fitness goals. She has a passion for cooking and loves experimenting with new recipes in the kitchen.
• She’s a dedicated dog lover.