
Charlie Murray

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About me
Senior Tax Technology Consultant at EY
Education

Alcester Grammar School
2016 - 2018Achieved 3 A Levels: A* in Business, an A in Economics and an A in Maths
Shipston High School
2011 - 2016Achieved 10 GCSEs A*-B
ICAS - The Professional Body of CAs
2022 - 2025Chartered Accountant
University of Leeds
2018 - 2022BSc (Hons) Economics 2:1Activities and Societies: Analyst for Leeds University Union Trading and Investment Society and a member of Leeds Debating Union.
Experience

Waitrose & Partners
Jul 2016 - Aug 2022Responsible for delivery of customer orders, dispatch of delivery routes to other drivers and picking stock.Whilst delivering it is essential to maintain Waitrose and Partners' reputation for customer service by going over and above their expectations of our delivery service and providing a personable experience. I help customers with substitutions and other order queries as well as helping vulnerable customers by building up their trust and supporting their independence. The dispatch of routes requires the efficient allocation of both vehicles and drivers to ensure timely deliveries and adherence to rest policies. Vans must be ready for use by the driver and drivers must have enough time to load and unload between routes to ensure we can deliver exceptional service. Vans must also be checked regularly to ensure safety standards are met and so repairs can be carried out.Courteous picking is essential to ensure our online customers receive the "We shop like you shop" service. We pick the best produce in line with customer specifications and ensure long date codes so customers receive the best shop possible. This role:- Improved my initiative through solving unique problems whilst delivering to customers.- Developed my organisational skills through the management of routes and allocation of drivers and vehicles.- Strengthened my communication skills through interactions with customers and other team members when preparing customer orders. Show less Managed a team of up to 15 partners to minimise queuing times and maintain customer service standards. Organised daily rotas so that the required amount of partners are available throughout the day whilst also accounting for their break requirements. Responsible for cashing up tills at the start and end of each day, this required a strict process to be followed and due diligence paperwork to be filed. Responded to customer queries and as their final interaction of their shop, ensured they have enjoyed their in-store experience and offer additional services if required, such as help to their car, calling taxis and Waitrose online services. This role:- Progressed my leadership skills through leading a large team during peak trading periods.- Improved my initiative by responding to unique situations such as shoplifting and disabled customer requests.- Developed my training skills through identifying training needs of partners and then implementing their online learning in customer facing situations through a buddy system. Show less Responsible for stock replenishment and management on multiple sections including Fresh, Ambient and Wines.The role also requires dealing with customer queries in a prompt and professional fashion to uphold and maintain high standards of Waitrose and Partners. These enquiries require knowledge of products to inspire shoppers to try something new or to tell them the story behind their food. I individually ran the Wines Section on multiple occasions, including during peak trading times. I was responsible for stock replenishment, stock counts and answering customer queries regarding wine recommendations and pairings. This role:- Improved my customer service skills through responding to unique customer queries in a professional and courteous manner in line with Waitrose and Partners standards. - Greatly improved my product knowledge across our whole range of products through meeting suppliers and in-branch training.- Developed my teamwork skills by working cohesively as a section during peak trading periods, such as Easter and Christmas. Show less
Delivery Driver
Oct 2018 - Aug 2022Checkout Supervisor
Oct 2018 - Mar 2020Sales Assistant
Jul 2016 - Oct 2018

KBW
Aug 2017 - Aug 2017Sales and Trading InternSelf-organised unpaid internship shadowing research, sales, trading and equity capital markets professionals to develop an understanding of the mechanics of a full-service investment bank and the daily role of each department. I was encouraged to learn how economic theory can be applied to real world events and to the financial markets.Whilst working with the sales teams, I followed Florida financial stocks through a busy hurricane season and witnessed first-hand the effect of economic theories on their relative prices. I also learned about the daily tasks of assimilating research and distributing investment ideas to institutional clients.Additionally, I observed the trading team and the importance of frequent correspondence with sales and research in order to manage risk when executing orders.Spending time with a European Investment Banks Analyst offered a great insight into how stocks are analysed for investment purposes and again offered an application of my studies in both Maths and Economics to the real world. It was interesting to learn about how banks pitch on deals and manage the process of raising capital and IPOs with the Capital Market team.This role:- Gave me a greater understanding of basic concepts of financial markets as well as the operation of an investment bank.- Allowed me to apply my studies in both Economics and Maths to the real world.- Developed my analytical skills through the analysis of financial stocks. Show less

Willis Towers Watson
Aug 2017 - Aug 2017Insight DayI spent the day with Willis Towers Watson where we had workshops on presentation and communication skills as well as gaining an insight into their work and operations.We were tasked with creating an elevator pitch regarding a randomly assigned topic, we then built on this pitch and developed a 5 minute presentation for the same topic. Following this we were asked to feedback to one another in a way which was constructive allowing us to improve our communication skills. The day also included an insight into the work that Willis Towers Watson do. This included an introduction to multiple professions including actuaries and insurance brokers. It was also interesting to hear about careers opportunities at the firm and the interesting work that was regularly undertaken. This role:- Greatly improved my presentation skills through an improvised pitch as well as a longer rehearsed presentation.- Strengthened both my written and spoken communication skills through feeding back to peers on their presentations.- Improved my knowledge of the insurance industry and career opportunities within the industry. Show less

Leeds University Trading and Investment Society
Sept 2018 - Sept 2020Consumer AnalystIn my role as a Consumer Analyst, I collect information and develop detailed proposals for potential fund trades regarding Consumer stocks. These proposals are then presented to the fund where they are voted on to decide whether we invest and how much to invest.This role:- Improved my analytical skills through analysis of stocks including Renault, Nissan and Fever Tree.- Strengthened my presentation skills as I present my research and analysis to the whole fund. - Expanded my knowledge of financial markets through tutorials on financial analysis and Bloomberg workshops. Show less

Serve Legal
Dec 2018 - Mar 2020AuditorComplete anonymous age-restricted audits on businesses to ensure their compliance and due diligence. Independently planned audits can be to supermarkets and bars, I visit these sites and then report back on a specific compliance issue. Reports are required to be detailed and reliable to ensure clients receive correct feedback.This role:- Improved my organisation skills, I regularly complete multiple visits at a time meaning I must plan in advance so to complete audits efficiently and in a time effective way.- Developed my interpersonal skills via interaction with other auditors and clients that I have audited.- Advanced my written communication skills through detailed completion of audit reports. Show less

Curve
Mar 2019 - Jul 2020Student Brand AmbassadorMember of a Europe wide team which promotes the Curve platform. We spread the word on university campuses and also provide consumer feedback to Curve to improve user experience. My focus was on the budgeting tools within the app. This is especially useful for students, it helps with the daunting task of managing money allowing them to focus on the more exciting elements of university.This role:- Expanded my communication skills through promoting the platform to students as well as coordinating events with other ambassadors.- Greatly enhanced my understanding of the payments industry.- Improved my creativity skills through the creation of unique marketing materials as well as social media content. Show less

First direct
Sept 2020 - Sept 2021Business AnalystWorking within the First Direct Change Team, I support the delivery of projects and programmes of work to drive their ‘digital first’ strategy forward. Currently working to deliver ‘Straight Through Banking’ for new-to-bank customers to shorten and fully digitise the onboarding journey. I am also working with Internal Communications to better communicate change initiatives to the whole business. Key responsibilities include: • Engaging with wider business stakeholders to limit disruption and maximise the benefits of change initiatives• Managing a team of front-line operational staff to deliver business readiness material to affected areas of the bank • Drafting of communications for wider Change Team to reduce resistance to new change initiatives• Coding repairs and improvements to the Change Team’s communication hub to improve usage rates and value to the business Show less

LUU Consulting Society
Jan 2021 - Apr 2021ConsultantWorked as a pro-bono consultant to build a marketing strategy for a renewable energy PR firm. Developed a social media strategy to grow the firms following and visibility prior to the COP26 Conference in Glasgow. Also created strategies to address key problems in the industry and drive customer growth. Key responsibilities include:• Conducting market research to understand customers’ needs• Utilising consultancy models to build a social media strategy and solve specific issues• Presenting results to the client and society as a whole. Show less

EY
Sept 2022 - nowWorking within the Tax Technology and Transformation team, supporting clients to implement automation and digitisation with their tax function. Specialising in strategic automation to reduce the burden of compliance requirements and to derive value from the data involved within the process. Managed a global digital reporting program, supporting a large bank to implement E-Invoicing in 37 countries. Organised EY teams globally to deliver a range of technology solutions under a single framework. Key account contact for local and global management which included regular status calls with the Head of Tax both in the UK and Globally. Key responsibilities include:- Analysing local legislative requirements to develop an implementation plan for the client - Project manager for each local delivery managing both EY and Client resources - Regular status call presentations to senior stakeholders detailing progress made in local markets - Identifying opportunities for greater automation to support clients digital first approachProduced an automated VAT solution to a large insurer which reduced the quarterly resourcing requirements. Identified where automation could be applied to the process and improvements to the overall process to improve the accuracy of the return as well as the overall control environment. Key responsibilities include:- Managing technology resources to build a technology solution- Leading regular workshops with clients - Working with senior leadership to manage client relationships and identify further opportunities Show less Worked within the Indirect Tax team, creating strategies that help clients manage and meet tax obligations whilst enhancing their financial performance using specialist technical knowledge and experience. Delivered a multimillion-pound VAT remediation project which ensured compliance with relevant legislation whilst improving processes to reduce the administrative burden and improve tax recovery. Built a strong and productive relationship with the client which helped generate further revenues through further tax technology engagements. Key responsibilities include:- Analysis of historical data to identify cost savings and future efficiencies- Designing requirements for technology teams- Building and maintaining client relationships through organising and leading C-Suite meetings - Working with internal and external stakeholders to ensure a coherent strategy across workstreams Provide tailored tax advice to clients across insurance, banking and real estate whilst navigating a changing regulatory landscape. Written advice for a wide range of situations including business relocation, audit and M&A. This involves having a detailed understanding of clients’ business models and future strategies. Key responsibilities include:- Writing tax advice with reference to relevant legislation and case law- Working with international colleagues to identify the impact of differing regulatory regimes - Working with senior leadership to manage client relationships and identify potential sales Show less
Senior Tax Technology Consultant
Oct 2024 - nowTax Technology Consultant
Nov 2023 - Oct 2024Associate Tax Consultant
Sept 2022 - Nov 2023
Licenses & Certifications
- View certificate

Fundamentals of Digital Marketing
GoogleSept 2019 .webp)
Accountancy or Taxation Professional Level 7
IfATE (Institute for Apprenticeships and Technical Education)Jan 2025
Carbon Literate
The Carbon Literacy ProjectFeb 2022
Bronze Duke of Edinburgh's Award
The Duke of Edinburgh's AwardMar 2016
Volunteer Experience
Volunteer
Issued by Samaritans on Jun 2017
Associated with Charlie MurrayCommunity Response Volunteer
Issued by NHS on Apr 2020
Associated with Charlie MurrayVolunteer
Issued by The School Travel Consultancy on Jul 2018
Associated with Charlie MurrayVolunteer
Issued by Shipston in Bloom on Sept 2014
Associated with Charlie Murray
Languages
- enEnglish
- spSpanish
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