Our team have a wealth of experience from qualified Chartered Tax Advisers, leading sector specialists, Chartered Accountants and Research Analysts. Get to know a bit more about us.
CEO
UK Ireland
Chris is a Chartered Tax Advisor and leads the team at CBTax. Having previously lectured in accounting, taxation and finance Chris then went on to work for a number of national firms and Big 4 accountancy practices. During his career he also worked as an International Tax Specialist and Deputy Head of Tax for a fintech company based in London before returning to practice.
COO
UK Ireland
After graduating University with a first-class degree in accounting and finance, Stephen went to work for a business school supporting post graduate students in taxation and accountancy subjects. Stephen then moved to a mid-tier accountancy firm working for their tax and VAT offering’s followed by a Regional VAT Senior Manager role for a national firm of accountants before co-founding CBTax with Chris.
CTO
UK Ireland
Matt boasts a wealth of tech and consulting experience, having grown with The Access Group from 20 to 7,000 employees. As Employee Number 1 at CBTax, Matt's dedicated to leveraging cutting-edge technology to support our clients. Outside work, Matt enjoys rugby, motorsports, travel, and family time.
Operations Director
UK Ireland
Previously Ed worked for the luxury fashion brand Ralph Lauren. Ed worked in the EMEA Operations Team, he was responsible for design, delivery and management of critical technology-enhancement projects for Ralph Lauren stores across Europe. Ed has significant experience in large-scale project management, business development and retail operations.
Tax Resolutions Director
UK
Certified Chartered Accountant, Chris Dunn, is the Director of the Tax Resolutions Team. Chris began his CBTax journey in December 2020 as a Manager, quickly progressing to Senior Manager. Chris has helped to drive the continued progression of the team and support the exponential growth of the company, leading to Chris’ promotion as Associate Director in September 2022 and on to Tax Resolutions Director in 2024 after achieving outstanding results consulting and supporting clients through HMRC's compliance process.
Technical Director
UK
Having previously worked for the Manufacturing Technology Centre (MTC), Dainis scoped, managed and technically led a number of successful R&D projects specialising in advanced manufacturing solutions such as Additive Manufacturing (AM), robotics and non-conventional machining. His diverse technical expertise helps steer conversations with technical stakeholders, leading to increases in qualified projects - maximising value for clients within their R&D claims." Dainis focusses his broad technical R&D experience into maximising value for clients on R&D Tax projects.
Delivery Director
UK Ireland
Executive Assistant
UK Ireland
With over 20 years as an Executive Assistant, Ruth is a vital addition to CBTax. With experience at the PLC Board level for FTSE 250 companies, she brings vital knowledge, extensive organisational skills, and crucial support for Directors Chris and Stephen Beale. As People Leader, Ruth excels at creating a supportive workplace culture, building relationships across diverse environments, and promoting inclusivity. Her leadership and cultural fluency position CBTax for continued success.
Head of Talent Acquisition
UK Ireland
Geoff has been in recruitment for 9 years, previously serving as Head of Recruitment at Cast UK, focusing on hiring sales professionals. At CBTax, he helps hire the right people in line with the company's growth strategy, using his extensive network and headhunting skills. Geoff is a massive sports fan—supporting Spurs, Golden State, and training in jiu jitsu and kickboxing. He is also a big foodie who loves discovering new restaurants.
Senior Tax Manager
UK Ireland
Kelsey joined the firm as a Tax Manager in 2022 and has extensive experience in various tax areas. She established her love for tax after studying Accounting & Finance at university and graduating with a first-class degree. She is now a qualified Tax Technician and fully qualified Chartered Tax Advisor. Outside of work, Kelsey enjoys boxing and the gym.
Senior Manager
UK Ireland
With experience in both practice and industry, Harriet is a Chartered Accountant and leads the Accounts offering at CBTax. After graduating University with a first-class degree in Finance and Investment Banking, Harriet worked for a Big 4 firm within the auditing division. After completing her ACA, Harriet moved into industry as Deputy Financial Controller, before joining the team at CBTax.
R&D Tax Manager
UK
Whilst completing his A Levels in Maths, Economics and Physics, Harrison grew a large passion for the business world and the mathematics that construct it.
R&D Tax Manager
UK
Graduating with a first-class degree in Accounting and Finance in 2020, Kristian began his career as an R&D Tax Analyst, quickly advancing into managerial roles. Specialising in RDEC submissions for larger companies, he enjoys working with clients across various industries. In 2024, Kristian joined CBTax as an R&D Tax Manager in the Manchester office. Outside of work, he is passionate about travelling and exploring new countries.
R&D Tax Manager
UK
Lloyd started in practice straight from A-Levels. During his time in practice, he took care of personal and corporate tax portfolios while studying and completing both the ATT and CTA qualifications. Following this he worked in various in-house tax roles as a Senior Tax Analyst. Lloyd now enjoys diving into the complexities of tax across a variety of different clients. Outside of work Lloyd is very active and loves to look for new experiences and opportunities!
R&D Tax Manager
UK
Aaliyah studied for her degree in Accounting and Finance where she enjoyed modules exploring Business and Corporation Tax. She knew instantly it was a career she wished to pursue within the finance industry and was delighted to find the opportunity at CBTax which offered great study support and a friendly working environment to develop her career further.
R&D Assistant Manager
UK
Before joining CBTax, Joe completed a degree in International Business Management alongside his amateur golf career. In 2022 Joe decided to instead pursue taxation as a career path and has since gone from strength to strength in providing robust benefits for a range of clients.
R&D Assistant Manager
UK
Lucy joined the team in April 2020 as an R&D Tax associate and enjoys working with clients across multiple industries to understand in-depth information about their innovative projects and helping businesses to submit successful R&D claims. Lucy has studied for her ATT qualification and aims to become a Chartered Tax Advisor (CTA). Outside of CBTax Lucy enjoys running, family holidays and spending time with her 7-year-old son.
R&D Senior Associate
UK
Adam, a graduate in business management, commenced his tax career journey in 2023 at CBTax. Adam is meticulous in his work and aims to cultivate enduring client relationships. Outside of work Adam is an avid Rock Climber with additional interests in film photography and ice hockey.
Tax Resolutions Assistant Manager
UK
With a business background, Ben particularly enjoys enquiries and tax resolutions process. Ben works with our clients to ensure that any questions from HMRC are answered timely and diligently, enabling HMRC to clearly see the scope of work and process our claims. Outside of work, Ben is an avid rock climber who loves exploring the wilderness.
Tax Resolutions Senior Associate
UK
Yameena is well placed to support our clients through the ever-changing world of HMRC enquiries. Boasting a degree in Accounting and Finance and almost 5 years working at HMRC, alongside fine tuning her skillset with a boutique firm. In her spare time Yameena enjoys going to the gym and reading.
Tax Resolutions Associate
UK
With a background in the wedding industry and a Law degree, Sara combined her legal skills with a passion for finance, leading her to join our Tax Resolutions department. In this role, Sara collaborates with clients and HMRC to support our clients through HMRC's enquiry process. Outside of work, Sara enjoys travelling, fitness, and reading, with John Grisham as her favourite author.
R&D Senior Associate
UK
Cameron has always had a passion for numbers and data analysis, which led him to pursue a degree in Finance and Investment. Upon achieving First Class Honours and the Course Tutors Prize, the opportunity arose at CBTax which gave him the opportunity to apply his knowledge and expertise in a taxation field and support our clients in maximising their R&D claims. In his spare time, Cameron enjoys playing football, going on long walks and playing chess.
R&D Senior Associate
UK
Gloria is an Economics graduate that found the role at CBTax a perfect fit to utilise her skills and experience but also expand her knowledge of the tax industry. In her free time, Gloria enjoys going to the gym and finding new spots to eat with her friends and family.
R&D Senior Associate
UK
Pilar is Peruvian, leaving Peru in 2006. Pilar was studying Translation and Interpreting when moving to Amsterdam to learn a new language, and then Seville-Spain. In Spain graduated in International Business. In 2016 Pilar came to the UK with the intention for one year but now does not have a date of return. In Pilar’s spare time, she does crochet and paints.
R&D Scientific Associate
UK
Aneka is a biomedical science graduate with previous experience in education and the pharmacy industry. This position represents a fusion of her passion for scientific exploration and her expertise in navigating the complexities of tax law. Aneka will be supporting our clients by leveraging her scientific background to identify and maximise opportunities for tax credits and incentives. In her spare time, she enjoys spending time with loved ones, travelling to different places, and baking for her small at-home business.
R&D Engineering Associate
UK
After studying Chemical Engineering at University, Emad worked in the Biotech industry to develop scalable processes for the production of plant-based protein, as well as operate a fermentation pilot plant. Emad then went into the world of data, working on product data management for various automotive clients such as Polestar, Singer Vehicle Design and Lunaz Applied Technologies. In 2024, Emad decided to take a different career path, pursuing a role with CBTax, which is the ideal position to apply his skills and continued professional development. In his spare time, he enjoys playing and watching football and snooker.
R&D Tax Associate
UK
Hannes is a recent graduate from the University of Nottingham with a bachelor’s degree in Economics. He has joined CBTax to improve on his existing skills while following his passion for Maths and the financial sector. In his free time, Hannes loves to play team sports and keep up with world events.
R&D Tax Associate
UK
After completing his AAT accounting apprenticeship, Hubert wanted to test himself within the finance sector and decided to take on a career in R&D at CBTax. Hubert is looking to expand on his knowledge and skillset whilst gaining new qualifications in Tax. In his free time he enjoys staying active by competing in boxing and playing football.
R&D Tax Associate
UK
Jodie is a dedicated and versatile professional currently pursuing her studies in finance. Her passion for numbers was found whilst managing finances within the hair and beauty industry. With over 15 years of experience in the hair and beauty industry, Jodie brings a unique blend of creativity, attention to detail and customer focus to her role at CBTax. Beyond her professional pursuits, Jodie is a dedicated mother and enjoys spending quality time with her family.
R&D Tax Associate
UK
Neelam is a Business Economics graduate who has worked in different areas of Finance and Housing enjoying areas of work in compliance and data analysis. Neelam has completed exams in Land Law and Conveyancing. CBTax is a perfect opportunity to utilise these skills along with studying towards ATT and CTA qualifications.
R&D Engineering Associate
UK
Qasim joins CBTax with a whole host of engineering and automotive experience having graduated from the Queen Mary University London. Passionate about the automotive and aerospace industry, Qasim will continue to develop his engineering skillset with CBTax and support our customers to maximise their R&D claims. In his free time Qasim enjoys playing football, watching Formula 1, and travelling.
R&D Scientific Associate
UK
After completing her Biomedical Sciences Degree, Ruth was eager to leverage her transferrable skills. Equipped with strong data handling capabilities and adept leadership skills, she was drawn into the R&D tax associate position because of her passion for innovation and the intersection of science and finance.
R&D Tax Associate
UK
Sahil is a Graduate from the University of Leicester, holding a degree in Accounting and Finance. He has always had a passion for working with numbers, analysing data and problem-solving. He is eager to contribute his expertise to his role here at CBTax, whilst progressing within the field of R&D. In his free time he enjoys watching and playing football, as well as going to the gym.
R&D Tax Associate
UK
Artur utilises his experience in business management, accounting & finance to support our team and clients in compiling robust R&D tax claims, outside of work Artur plays a whole host of sports but more specifically enjoys playing volleyball to a high standard.
R&D Tax Associate
UK
Having built a passion for numbers and mathematics after studying accountancy at Edge Hill University, James sought after a role where he could apply his love for numbers to the business world. At CBTax James works alongside our Chartered Tax Advisors & Accountants analysing data and building reports to support our clients in compiling and submitting R&D tax claims.
R&D Tax Associate
UK
Callum found a passion for the complexities and challenges of Tax whilst studying an accountancy degree at Edge Hill University, when you pair this with his background in engineering, Callum has all of the attributes needed to support our clients in compiling and submitting their R&D tax claims. Alongside travelling, Callum enjoys playing darts and pool with friends and watching the UFC.
R&D Tax Associate
UK
Harry graduated from university with first class honours in finance and investment and knew that he wanted to continue this love for numbers into a professional career, for CBTax Harry works alongside our Chartered Tax Advisors & Chartered Accountants to gather all of the data necessary for compiling and submitting an R&D claim. Outside of work Harry plays golf, goes to the gym and enjoys going to watch Aston Villa.
R&D Tax Associate
UK
Laura is a recent Accounting and Finance graduate who has always had a passion for mathematics and number crunching. Amidst her degree, she became fascinated with tax, and decided to pursue a career within the sector. In her free time, you’re unlikely to see her without a book, and if you do – she’s listening to one!
R&D Tax Associate
UK
Ciaran brings a wealth of technical expertise in Civil and Aerospace Engineering to CBTax. Ciaran is eager to leverage his engineering background to enhance our tax department's capabilities, his focus will be on helping our customers optimise their R&D claims. Outside of work, Ciaran enjoys staying active through squash and football.
R&D Tax Associate
UK
With extensive experience in Mathematics, Accounting, and Finance, Mohammed has worked at HMRC on VAT and MTD, and in management accounting at the Home Office. Mohammed now utilises this experience to support our diverse range of clients with their R&D tax relief claims. Outside of work, Mohammed enjoys travelling.
R&D Tax Associate
UK
Aliyah, an Accounting and Finance graduate, excels in financial reporting and tax planning. She is dedicated to providing accurate, innovative financial solutions and enhancing efficiency, especially in tax processes. With a strong interest in AI's impact on business, Aliyah leverages technology to drive growth and optimisation.
R&D Tax Associate
UK
Salima, an Accounting and Finance graduate, discovered a passion for tax at university and joined CBTax to develop her career. Beyond work, she enjoys spending quality time with family and friends, as well as exploring various dining experiences, and watching shows and movies.
R&D Technical Consultant
UK
After graduating from Manchester Metropolitan University with a degree in Chemistry, Casey started her career in R&D tax, applying her technical knowledge and scientific background to the role. Casey's background in chemistry, along with her keen interest in scientific innovation, has helped her to support businesses with R&D claims and lead technical meetings with clients in a variety of industries. Outside of work, Casey enjoys going to the gym and maintaining an active lifestyle.
Senior Business Development Manager
UK
Jacks’ passion for business sprung to life in his previous role in Automotive Sales where he quickly progressed over the last six years, becoming one of the youngest Sales Managers within the UK. Jack holds a passion to spread the word of R&D; helping companies understand the true meaning of the tax reward and taking pleasure in watching them re-invest their benefit.
Senior Business Development Manager
UK
After graduating in Finance, Steve quickly established a career within plastic manufacturing. After running his own successful business for several years, he moved to Spain becoming Head of Marketing for a leading Investment Company. In 2011, Steve secured a position back in the UK manufacturing sector. Steve loves most sports, good food and wine and spending time with his family.
Senior Business Development Manager
UK
Wade is a results-driven Senior Business Development Manager, skilled in driving revenue growth through strategic planning and innovative business strategies. Proven expertise in identifying new market opportunities, forging partnerships, and expanding client base. Wade has exceptional communication and negotiation skills. Committed to delivering sustainable business growth and exceeding targets. In Wade’s spare time he loves all things sport.
Business Development Manager
UK
Brad boasts an impressive amount of knowledge in the construction industry specifically in aggregates, having previously worked for company specialising in concrete sales. At CBTax, Brad leverages his experience to help clients navigate the complexities of their R&D tax claims effectively. In his free time, Brad is an avid supporter of Leicester City football club. He stays active by going to the gym five days a week, hiking, and running. Always up for an adventure, Brad has completed a skydive, bungee jump, wing walk, and also been on a hot air balloon ride.
Business Development Manager
UK
Abbie has spent the past three years building a strong foundation in sales, where she honed her ability to understand client needs and deliver a personal approach. Abbie is eager to transition into research and development as she is excited by the opportunity to contribute and help the success of different businesses. In her spare time she enjoys going to the theatre and exploring new places.
Business Development Manager
Ireland
Based in our Dublin office, Brian utilises his previous experience in building client relationships in the IT & technology sectors to support innovative businesses across Ireland to navigate the complexities of the R&D tax relief process. In his spare time Brian enjoys Kickboxing, gardening & DIY.
Business Development Manager
Ireland
With Big 4 firm auditing experience and business development experience across the automotive and property sectors, Stephen is well placed to educate and support innovative businesses across Ireland to compile and submit their R&D Tax claims. Outside of work Stephen likes to do anything outdoors, including; cycling, running, hiking, swimming, golf, football and Tennis!
Business Development Manager
UK
With a Bachelor’s Degree in Banking and Finance, Muqeem initially pursued a career in Recruitment where he progressed from a Junior to a Managing Consultant within 3 years. He gained a strong foundation of Sales experience where he now wants to combine both his commercial acumen with his financial background at CBTax. He’s passionate about Football, Traveling and going out for food.
Business Development Executive
UK
After completing his A-Levels in Business, Psychology and Sporting Science, Brodie developed excellent interpersonal skills working in the hospitality and catering sector. Brodie decided that he wanted to use these skills to great effect in a new career setting, he knew he wanted to be a part of a growing business, leading him to apply for the role of Business Development Executive at CBTax.
Business Development Executive
UK
Meena graduated with a degree in Neuroscience and began her career through the enterprise graduate management trainee program. Now at CBTax, she applies her analytical and strategic skills to support Irish businesses in maximising their growth potential. Outside of work, she enjoys holidays, good food and spending time with her dog.
Marketing Manager
UK Ireland
Having spent the last 8 years working within marketing and events, Jack oversees all marketing efforts from social media and recruitment marketing all the way through to planning webinars and live events. Outside of work Jack enjoys most sports and likes to be outdoors and keep active.
Finance Supervisor
UK Ireland
Amelia Joined the CBTax team in January 2023 as the Financial Administrator having previously held the position of Reservations Manager moving to Revenue Analyst in the Hospitality sector. Amelia has a meticulous eye for detail and accuracy and has gained exceptional communication skills throughout her career being able to genuinely focus on the client’s needs.
Project Coordinator
UK
Luana previously worked as part of a Strategy team where she provided continuous support across multiple projects. Keen to facilitate progress, she brings her organisation skills to CBTax. In her spare time, she enjoys hikes, camping, and painting.
Project Coordinator
UK
Emma previously worked for a quantity surveying firm, where she gained a wealth of experience as a Technical Administrator and brings her skills into her role at CBTax. Emma has a passion for travel and watching live music, and enjoys walking her dog in her spare time.
Executive Assistant / Project Coordinator
UK
Before joining CBTax, Sharon worked for a mid-tier firm of Chartered Accountants for 18 years as a Senior Administrator. Outside of the office she enjoys spending time with her family, friends, walking her dog (Paddy) and travelling.
