The Team
At the core of EDF Tax is a highly experienced specialist team of Chartered Accountants, and Chartered Tax Advisers, a number of whom are drawn from a ‘Big-4’ background.
Surrounding this rare tax expertise is an equally skilled team of implementers with a proven track record of solution delivery and client care which is second to none. Our implementers are well-versed in the latest in tax technology which is seamlessly combined with their well-honed interpersonal set-skills.
Karin Mountain Bsc ACA CTA - Partner
Karin is a qualified accountant and Chartered Tax Adviser, qualifying whilst at KPMG. Karin has also worked at Andersens specialising in Tax Investigations and latterly was a director at Premier Strategies Limited, specialising in tax planning for both corporates and individuals.
Karin’s experience in Tax Investigations, where she advised and assisted mainly family run companies and high net worth individuals who were the subject of Special Compliance Office enquiries, proved invaluable in her role at Premier Strategies. She was instrumental in achieving tax settlements for many clients during her time there.
Karin also played a key role in Premier Strategies’ growth and hopes to carry on this success with EDF Tax.
Michelle Mauro BA ATT CTA - Partner
Michelle began her career at Andersens, before moving to Premier Strategies Limited in 2001. Michelle is a member of both the Association of Taxation Technicians and the Chartered Institute of Taxation.
Whilst at Premier Strategies Michelle worked alongside the technical directors in the design of new strategies and was key in ensuring the strategies went from a settled opinion to becoming marketable. Michelle also oversaw the day-to-day running of the office to ensure that Premier Strategies’ products were delivered as sold. In addition, Michelle was responsible for managing the defence of strategies with HMRC.
During her 6 years at Premier Strategies, Michelle was very much involved in their continued success in the tax planning marketplace.
Kim MacDonald BA FCA CTA – Partner
Kim is a qualified accountant and chartered tax advisor with a broad based tax consultancy background in a leading firm which included advising on tax efficient structuring and reorganisations, share and investment schemes and remuneration planning to profitable UK companies and entrepreneurs.
She joined Premier Strategies in 2005 and headed up the implementation team responsible for the delivery of the tax planning strategies. She managed the relationships between the team, clients and other professionals and provided technical support and expertise to accountants adding value to the businesses of clients.
The successful delivery of the planning by this growing team under Kim’s direction contributed significantly to the expansion of the business of Premier Strategies.
James Morley ATT – Manager
Prior to joining EDF Tax, James began his career in general practice where he worked for 8 years before moving to Premier Strategies Limited in 1999 to specialize in a tax planning role advising and assisting a wide range of companies and individuals with tax efficient profit extraction and tax mitigation strategies.
During his time with Premier Strategies Limited, James was also responsible for managing and co-ordinating a team of staff providing both implementation advice and ongoing technical support to clients and their advisers.
Now at EDF Tax, James brings a wealth of experience in successfully managing, providing support and delivering tax solutions to his clients.
Jagrup Bahia ATT – Manager
Jagrup began her tax career over 20 years ago with HMRC before moving into Practice where she became a member of the Association of Taxation Technicians. During this period she gained considerable experience in all areas of Direct Taxation.
Jagrup joined Premier Strategies in 2007 from another leading provider of specialist tax strategies and she brought with her a wealth of experience in this very specialist area.
Now at EDF Jagrup is responsible for working closely with accountants and other advisors and assisting them to provide tailored tax solutions for their clients.
Julie Walker ATT – Consultant
Julie began her tax career working for HMRC, before moving to Premier Strategies Limited in 2005. Julie is a member of the Association of Taxation Technicians and is currently studying towards her ‘Chartered Tax Adviser’ qualification.
Whilst working at Premier Strategies Julie was involved with the implementation of a number of tax planning strategies, providing assistance and advice to clients throughout and beyond the planning. Julie played an integral part in the Premier Strategies team by not only providing assistance to her own clients but also providing support to colleagues in their training and development within the team.
Rob Harrison LLB – Tax Analyst
Rob graduated with a degree in Law from Durham University in 2006, before moving to Premier Strategies Limited. During his time at Premier Strategies Rob was involved with the implementation of tax planning for both corporates and individuals.
Rob recently passed his exams for the Association of Taxation Technicians and will be eligible to join the Association later on this year.
Rob Morgan – Tax Analyst
Rob began his career working for HM Revenue & Customs where he was a key member in both the Self Assessment and PAYE Tax teams, before moving to a large firm of Chartered Accountants.
Rob later joined Premier Strategies Limited where he assisted clients through his hands on implementation and professional manner.
