Tax Technology & Product Management
Building data-driven reporting products for complex, regulated environments
I translate tax and compliance requirements into product strategies, PRDs and roadmaps — then work with engineering, data and design teams to ship them. Hands-on builder with Python, SQL and Streamlit. Speaker and writer at analytax.ai.
10+
Years in Tax Tech
20+
Markets Covered
CTA
Chartered Tax Adviser
1st
BSc Physics, Exeter
What I Do
Product Management
▼Strategy, roadmaps, PRDs, backlog prioritisation and stakeholder alignment across engineering, data, design and compliance.
- Own end-to-end product roadmaps for tax reporting and analytics products
- Write PRDs, define user stories and acceptance criteria
- Prioritise backlogs and align delivery with D&A engineering squads
- Drive adoption through stakeholder engagement, training and change management
Tax Reporting & Compliance
▼Tax reporting, account statements, transaction exports, audit trails and controls in highly regulated, multi-market environments.
- Involved across all aspects of the Group Tax reporting function
- Compliance, risk management, management reporting and ad-hoc analysis
- Multi-market regulatory frameworks and cross-border compliance
- Transfer pricing documentation and tax authority responses
Data & Analytics
▼Python, SQL, BigQuery, Streamlit dashboards, anomaly detection, data warehousing and ETL pipeline design.
- Tax data warehouse in Google BigQuery (SAP, HFM, Concur sources)
- Multiple Streamlit web apps for risk detection and compliance monitoring
- Tax Risk Register application replacing spreadsheet-based processes
- API integrations to extract data from third-party software
Vendor & Delivery
▼Vendor evaluation, integration and management. Coordinating global teams, shared-services and Big 4 advisory relationships.
- Led evaluation and integration of Alteryx, MS Power Platform
- Managed vendor relationships and performance for reporting tooling
- Coordinated VOIS shared services and external advisors (KPMG)
- Global stakeholder management across 20+ markets
Career Timeline
Tax Technology Senior Manager / Product Manager
Vodafone Group Services, London
Dual role: tax technology strategy and hands-on product management for tax data products, embedded within Group Data & Analytics.
Product & Strategy
- Led the development and implementation of Vodafone’s tax technology and data strategy across its global footprint — covering data management, tooling, analytics and processes
- Own the product roadmap for a portfolio of tax reporting and analytics products serving the Group Tax reporting function
- Involved across all aspects of Group Tax reporting — compliance, risk management, management reporting and ad-hoc analysis
- Managed data scientists and D&A engineering squads to execute projects delivering on identified opportunities
Build & Deliver
- Designed and built a Tax Risk Register app in Streamlit, enabling local markets and Group Tax to log, track and analyse tax risks — replacing spreadsheet-based processes
- Delivered a tax data warehouse in Google BigQuery, consolidating data from SAP, HFM, Concur and other source systems for optimised storage, analysis and reporting (incl. CbCR and Pillar II)
- Built multiple Streamlit dashboards for risk detection, anomaly identification and compliance monitoring
- Integrated third-party software via APIs to extract and consolidate data into reporting pipelines
- Analysis of large financial data sets using SQL, Python and Alteryx
- Presentation of data and insights via dashboards in Power BI, Qlik and Python
Adoption & Governance
- Led vendor evaluation of automation tooling (Alteryx, MS Power Platform) for reporting and compliance workflows
- Promoted change and a data-driven culture, embedding continuous learning across global tax teams
- Hosted Vodafone’s Global Tax Conference themed on tax data management
- Drove adoption across 20+ local markets through training, webinars and a community of advocates
- Partnered with design to improve reporting UX across internal web applications
Speaker — ITR AI in Tax Forum 2025
Invited back for 2026. AI, automation and data strategy for tax.
Launched analytax.ai blog
Tax, data analytics, AI and crypto tax reporting
Data Business Practitioner Level 2
Vodafone University ‘Love Data’ programme
Senior International Tax Manager
Vodafone Global Enterprise, Newbury & London
Business partnering, risk management and compliance across a global multi-market footprint. Initially joined as Tax Solutions Analyst.
Business Partnering & Product Advisory
- Partnered with product managers and commercial teams to facilitate global roll-out of new customer products (IoT, Cloud & Hosting) in a tax-efficient and risk-mitigated way
- Developed tax-efficient contracting models for new technical products
- Reviewed cross-border commercial contracts and negotiations with enterprise customers and suppliers
- Organised and chaired global tax webinars with tax teams across Vodafone Group and Local Markets
- Delivered tax training to legal and commercial teams
- Involved in graduate recruitment
Data, Risk & Technology
- Worked with Group BI and Analytics Product Managers to develop tools for data-driven tax risk monitoring
- Implemented global tax risk register on SharePoint with associated automation
- Automated CFC data gathering and calculations using Alteryx
- Piloted automation and data-driven strategies aligned to Vodafone Tech 2025 ambition
- Management of global tax risks and implementation of tax technology to monitor risk
Compliance & Reporting
- Managed simultaneous compliance for legal entities across Vodafone Business’s European footprint with statutory deadlines
- Coordinated internal (VOIS) and external stakeholders (KPMG)
- Prepared local transfer pricing documentation and managed tax authority investigations across 20+ markets
- Internal tax reporting submissions and automation of provision calculations
- Led R&D tax relief claims for innovative projects including Project Nucleus
M&A & Transactions
- M&A due diligence and post-acquisition tax integration and restructuring
- Involvement in transformational projects across the business
Corporate Tax Director
PKF Francis Clark, Poole
Head of Corporate Tax across Poole, New Milton and Salisbury offices. Led the Innovation Taxes practice for the firm.
- Head of Corporate Tax in Poole, New Milton and Salisbury
- Head of and development of Innovation Taxes (R&D tax reliefs, Patent Box) for PKF Francis Clark
- Corporate tax business development
- Led a team of c.15 corporate tax specialists
R&D Tax Manager
Deloitte, Reading & London
Project managed complex R&D tax relief claims for FTSE 250 and large corporate groups.
- Project management of teams to prepare and deliver complex R&D tax relief claims for FTSE 250 groups
- Complex analysis of large data sets to identify expenditure qualifying for tax relief
- Business development activities targeting private markets in relation to R&D Expenditure Credits and Patent Box
- Preparation and delivery of seminar presentations and webinars on R&D tax reliefs and Patent Box
- Member of the Treasury R&D consultative committee; actively involved in government consultations on the R&D Expenditure Credit regime
- Regular author of articles for the Tax Journal on R&D Expenditure Credits
- Involved in Deloitte response to the Budget
Chartered Tax Adviser (CTA) — 2009
ATT with commendation in Accounting — 2007
Tax Trainee → R&D Tax Manager
Grant Thornton, Poole → Southampton → Oxford
Progressed from tax trainee to R&D Tax Manager over 7 years across three offices. Included a 5-month secondment at Ernst & Young.
R&D Tax Manager — Oxford (Nov 2007 – Dec 2012)
- Member of the national R&D tax practice
- Member of the Treasury R&D consultative committee; involved in government consultation on ATL tax credit
- Member of core Patent Box team for Grant Thornton
- Project management of large company R&D tax relief claims including FTSE 100 groups
- Development of close working relationships with individuals across multiple group companies including group tax managers
- Authored articles in the Tax Journal, most recently on FA 2012 R&D changes
- Shortlisted in Lexis Nexis Taxation Awards for ‘best tax team’ in a large firm
- Extensive use of Excel to analyse large data sets
- Line management responsibilities
R&D Tax Specialist — Ernst & Young (Jun – Nov 2007)
- Preparation of R&D Tax Relief claims for large Plc clients
- Extensive data analysis and sampling methods to arrive at eligible expenditure
- Preparation of technical reports to support claims
Assistant Manager, Tax Advisory — Southampton (2007)
- Employer solutions and share schemes (EMI)
- Capital gains tax planning — Entrepreneurs’ Relief, PPR, EIS
- Inheritance tax planning — BPR, trusts, PETs
- HMRC clearance applications, investigations and negotiations
- Profit extraction — incorporation, reconstructions
Tax Trainee / Tax Senior — Poole (Apr 2005 – May 2007)
- Preparation and submission of personal and corporate tax returns and computations
- P11D preparation; trained new starters and placement students
- Tax Software Champion
Published author — Tax Journal
Multiple articles on R&D tax reliefs and Patent Box
Research Scientist
BAE Systems, Bristol
Technical consultant to business units. Chairman’s Award for innovation. Security clearance under the Official Secrets Act.
- Acted as a Technical Consultant to business units within and outside the Corporation
- Generated innovative solutions and problem solving — received a Chairman’s Award for innovation
- Planned and managed projects in conjunction with customers to a budget, monitoring and preparing interim status reports
- Written reporting and oral presentation of solutions to high-profile defence clients
- Security clearance to work on sensitive projects under the Official Secrets Act
- Advanced use of Excel in modelling and analysing data
- Collaborated with academic and government research partners
BSc (Hons) Physics — First Class
University of Exeter · 1999 – 2002
A-levels: Maths (A), Physics (B), Biology (C)
Woodroffe School, Lyme Regis · 1991 – 1999
Speaking, Writing & Technology
Speaking & Writing
ITR AI in Tax Forum
Speaker 2025 & invited 2026. AI, automation and data strategy for tax.
analytax.ai
Blog on tax, data analytics, AI-driven compliance and crypto tax reporting.
Technology
Python
pandas
Streamlit
SQL
BigQuery
GCP
Git
Alteryx
Power Platform
Tableau
REST APIs
Excel
Qualifications
Chartered Tax Adviser (CTA) & ATT
Commendation in Accounting
BSc (Hons) Physics, First Class
University of Exeter
Data Business Practitioner Level 2
Vodafone University
Let’s Talk
Interested in tax technology, analytics or anything on the blog? I’d love to hear from you.
Get in Touch