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Tax Advisory Manager

Anna Roberts

I am a Chartered Tax Advisor with over 25 years of experience in the tax profession, the majority of which was spent with the Big 4 firms. Over the course of my career, I have been fortunate enough to have had the opportunity to provide advice to a diverse client base ranging from international groups, PE-backed businesses to privately owned businesses, helping my clients navigate their way through the ever changing and challenges of the stormy waters of tax and developing key relationships with them as the “go-to trusted tax advisor”.  Over the course of my career, I have advised on tax compliance matters with the aim of maximising tax attributes, minimising tax risks and spotting opportunities, in terms of tax advisory advice this has ranged from assisting on group re-organisations, acquisitions, disposals, refinancings and demergers (and much more) – my modus operandi is to listen, understand my clients key priorities, provide tailored tax solutions and build long-lasting trusted relationships. 

In particular, I love supporting my clients (in particular, owner-managed businesses) on both buyside and sellside M&A transactions, spotting risks and opportunities during the course of tax due diligence, developing tax efficient transaction structures, working closely with all parties and legal advisors, going through documentation with a fine toothcomb to ensure tax does not detract from value but, where possible, enhances it and of course tackling tough implementation deadlines always with a calm and focussed approach. 

I am proud to have joined Harbour Key, I was enticed by its reputation of having a fabulous culture driven by hard-work, client focus, trust and collaboration within a very supportive tight kit team and fun environment, and I haven’t been let down. 

In my personal life, I love spending time with my two daughters and two dogs, spending most of our weekends on country walks or at the gym and with friends and family. I am a keen swimmer, reader (especially ancient historian literature) and, of course, enjoy socialising and eating out.