Burgis & Bullock has appointed Helen Marshall as private client tax manager.
Helen, 38 from Coventry, will be based out of the firm’s Leamington Spa office and her appointment signals a continued expansion of the specialist tax team.
She brings more than 20 years’ experience in tax roles to Burgis & Bullock, after starting her accountancy career as an apprentice.
Helen, who is Association of Chartered Certified Accountants (ACCA) qualified, has 13 years’ experience in her previous role as a tax manager and specialises in taxation matters in relation to property investment and UK tax advice for non-UK residents.
She will be managing a diverse portfolio of clients at Burgis & Bullock, working with high net-worth individuals, owner-managed businesses and clients who do not reside in the UK.
Helen said: “This is the perfect challenge for the next stage in my career and I look forward to bringing a proactive, comprehensive approach to managing our clients tax affairs.
“Burgis & Bullock has a trusted reputation for providing a client-centred and personal approach to tax. This attracted me to the role as this is the approach that I believe enables us to offer clients the best possible advice.
“The team have been incredibly welcoming, there is a real family feel about the firm. I’m looking forward to bringing my experience to this role and delivering a high-quality personable service to clients.”
Burgis & Bullock’s private client tax experts provide a range of services to individuals, both in the UK and overseas, including self-employed people, investors or individuals approaching retirement.
The firm works with clients to structure their affairs to make them as tax-efficient as possible.
Burgis & Bullock has offices in Leamington Spa, Rugby, Nuneaton and Stratford-upon-Avon.
Phil Stevens, Head of Tax at Burgis & Bullock, said: “Helen adds a wealth of experience to our growing tax team.
“We have seen significant growth in our private client tax offer recently. Helen will provide valuable expertise as we continue to develop our services in that area and offer a high-quality service to clients.”
