ELEANOR ROSIER
Malaga
Summary
Technically astute qualified Senior Personal Tax Advisor with experience delivering tax compliance and tax advisory services at senior level for over 10 years including a Big4 accounting firm. In-depth understanding of a wide range of personal tax implications and am adept at translating complex tax legislation to ensure accurate reflection in international personal tax returns. With excellent attention to detail, a client orientated outlook and an ability to manage multiple tasks with competing deadlines, I pride myself on being analytical and a problem solver. Subject matter expert in expatriate tax both in the UK and overseas and highly proficient in Microsoft 365, Google sheets and tax compliance software.
Overview
13
13
years of professional experience
Work History
Success Development Specialist - Microsoft
Concentrix
09.2023 - Current
- First point of contact for population of pre de-defined Independent Software Vendors (ISVs) that are looking to develop, publish and grow sales of applications built on Microsoft cloud platforms as part of Digital Sales ISV Success Program and to maintain this strong relationship throughout.
- Provide concierge service to ISV to ensure world-glass customer engagement experience
- Provide detailed information regarding benefits that ISV Success offers participating ISV, how to best utilise these as well as provide next steps once program is complete
- Collect feedback from customers and feed this back to business
Customer Service Representative - CryoPDP UK
Webhelp
05.2022 - 07.2022
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Assisted customers in placing online orders, improving overall customer experience.
- Collaborated with team members to develop best practices for consistent customer service delivery.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
- Provided coaching and mentoring to new hires, contributing to their successful integration into the team.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Collaborated with team members to optimize processes for increased efficiency in handling customer orders.
- Built rapport with clients through active listening, empathy, and understanding of their individual needs.
Sales Development Representative - Wallbox
Webhelp
09.2021 - 05.2022
- Generation of consistent sales opportunities for field Sales Representatives
- Identification and qualification of prospects and deciders in targeted companies
- Lead Generation for Sales (Prospect qualification, Scheduling meetings, meeting tracking, product and solutions presentation)
- Identify leads and conduct lead management
- Successful execution of permanent and segment specific telemarketing campaigns
- Developed strong relationships with key decision-makers through consistent communication and rapport-building efforts.
- Increased sales leads by implementing targeted outreach strategies and personalized followups.
- Maintained high levels of customer satisfaction by providing exceptional support throughout entire sales process – from initial inquiry to post-sale followup.
Senior Tax Consultant
PricewaterhouseCoopers
08.2010 - 02.2021
- Tax compliance manager for client team over 3 sites, with 400 assignees.
- Responsible for delivering core tax compliance program and consultancy services to client. Facilitated successful cross-functional collaborations for completion of key projects, fostering strong working relationships among team members.
- Responsible for resource allocation and resource monitoring
- Reviewed & Technically Reviewed UK Tax Returns to ensure clients are compliant with UK Tax Legislation and to liaise with overseas offices to ensure global compliance and raise consultancy and cost savings opportunities
- Held arrival / departure briefings for individuals coming in and out of the UK to discuss their UK tax position as well as their company position in line with policy (expat, local)
- Responsible for 10 VIP and high net worth executives dealing with all aspects of their tax affairs – providing personalised, hands-on service
- Responsible for preparing and presenting monthly reviews with client and head office
- Responsible for preparing and presenting at annual/ local and global debrief/kick off season conferences. Global attendance by client and PwC . Assisted clients and collaborating PwC offices in navigating complex industry and policy challenges, offering expert guidance and strategic recommendations. Provided ongoing support to clients and PwC Collaborating offices post-implementation, ensuring long-term success of implemented solutions.
- Responsible for implementing and delivering on-going training for teams, clients and assignees . Training involved tax specific training, policy, operations, finance and internal processes and ongoing personal development
- Responsible for streamlining internal processes to enhance team efficiency and improve overall project outcomes. Part of this role was to focus on internal CRM and platform used by clients and assignees to ensure seamless collaboration between platforms, resulting in reduced operational costs through comprehensive process improvement initiatives and resource management.
- Lead pilot team for outsourcing compliance work to Ireland and managed team until fully integrated with lead office
Education
ATT Association of Taxation Technicians -
Kaplan
London01.2013
Bachelor of Arts - BA(Hons) Law With Accountancy
Brighton University
Brighton, United Kingdom07.2009
A levels Maths, English Literature, Business Studies, Law -
Bradbourne School For Girls
Sevenoaks, United Kingdom07.2004
10 GCSEs A-C -
Bradbourne School For Girls
Sevenoaks, United Kingdom07.2002
Skills
- Global mobility and expatriate Tax
- Tax compliance advisory
- Tax return preparation, technical review
- Double taxation treaties
- HMRC expertise (online, PAYE codings, procedures)
- Pensions
- Tax reporting
- Tax audit procedures
- Tax code knowledge
- Tax software (CCH)
- General Data Protection Regulation (GDPR)
- Stakeholder Engagement
- CRM Software Proficiency
- Salesforce CRM
- Client Needs Analysis
- Training Facilitation
- Policy Analysis
Personal Information
Title: SENIOR PERSONAL TAX ADVISOR
Languages
English
Bilingual or Proficient (C2)
Spanish
Intermediate (B1)
Timeline
Success Development Specialist - Microsoft
Concentrix
09.2023 - Current
Customer Service Representative - CryoPDP UK
Webhelp
05.2022 - 07.2022
Sales Development Representative - Wallbox
Webhelp
09.2021 - 05.2022
Senior Tax Consultant
PricewaterhouseCoopers
08.2010 - 02.2021
ATT Association of Taxation Technicians -
Kaplan
Bachelor of Arts - BA(Hons) Law With Accountancy
Brighton University
A levels Maths, English Literature, Business Studies, Law -
Bradbourne School For Girls
10 GCSEs A-C -
Bradbourne School For Girls
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