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Joe Neal

Joe Neal

Followers of Joe Neal1000 followers
location of Joe NealUnited Kingdom

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  • Timeline

  • About me

    Private Client Tax Manager | Chartered Tax Advisor

  • Education

    • St Anselm's College

      2006 - 2013
      A levels Maths, Further Maths, Chemistry, Physics.

    • Lancaster University

      2013 - 2016
      Bachelor of Science - BSc (Hons) Mathematics

      Lancaster University is ranked within the UK Top 10 in all major league tables.

  • Experience

    • RSM UK

      Aug 2016 - Feb 2021

      Working in the private client tax department dealing with individuals, partnerships and trusts tax affairs. Personal portfolio of over 300 clients.ATT and CTA qualified.

      • Assistant Manager

        Feb 2020 - Feb 2021

      • Tax Associate

        Oct 2018 - Feb 2020

      • Tax Assistant

        Aug 2016 - Oct 2018

    • Grant Thornton Limited

      Feb 2021 - Sept 2022
      Assistant Manager

    • Blick Rothenberg

      Sept 2022 - Oct 2024
      Private Client Tax Manager

    • PwC UK

      Oct 2024 - now
      Private Client Tax Manager

  • Licenses & Certifications

    • Association of Tax Technicians (ATT)

      Jul 2018

    • Chartered Tax Advisor

      Chartered Institute of Taxation (CIOT)
      Jan 2020

  • Volunteer Experience

    • Volunteer

      Issued by Sankalp India Foundation
      Sankalp India FoundationAssociated with Joe Neal

    • Fundraising Volunteer

      Issued by Action Against Hunger | ACF-UK
      Action Against Hunger | ACF-UKAssociated with Joe Neal