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
Sales Director
UK Ireland
Luisa joins CBTax having worked in the Education and Training sector for over 20 years. Luisa’s expertise lies in managing sales and marketing teams who work directly with employers to address their skills shortages. Having worked for some of the largest Colleges, Private Training Provider’s, and professional membership bodies, she has supported employers in a variety of sectors including Engineering, Logistics, Automotive and Rail.
Associate Director
UK
Felix joined CBTax in April 2020 as a senior technical consultant with a background in R&D incentives. Felix joined the world of R&D from an Engineering background where he worked on high value bespoke projects in the automotive sector as well as structural steel and lifting equipment. Felix is the head of the delivery team and is passionate about delivering a high value service to all of CBTax’s clients.
Technical Associate Director
UK
Dainis is a Senior Manager. Dainis previously joined the Manufacturing Technology Centre (MTC) where he 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. Dainis focusses his broad technical R&D experience into maximising value for clients on R&D Tax projects.
Tax Resolutions Associate Director
UK
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. Chris is a certified chartered accountant, which he studied for during his professional footballing career.
Associate Director
UK
An Associate Director with CBTax, Callum went straight into practice when he finished his A Levels working for a Northampton based firm for the best part of 10 years, studying AAT and ACCA. Callum then moved to a Towcester based firm in 2016 where he worked as a Client Manager and completed his ACCA qualification.
Executive Assistant & People Leader
UK Ireland
With a robust background spanning over 20 years as an Executive Assistant, Ruth is a vital addition to CB Tax. Having supported at the PLC Board level for FTSE 250 companies, she brings a wealth of knowledge, experience, and extensive organisational skills. Ruth's proficiency will play a crucial role in supporting Directors Chris and Stephen Beale, ensuring seamless operations, and leveraging her extensive experience for success across the wider team.
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.
Accounts 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 Technical Manager
UK
After receiving his master’s degree in mechanical engineering, James spent the majority of his career in the automotive powertrain R&D sector, first working for a Formula One team and then for a respected powertrain consultancy. James has gained experience with many different forms of technology over the years and has done significant work with mechanical, electrical, electronic and software systems.
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
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.
Tax Resolutions Senior Associate
UK
Ben is one of our R&D Tax Associates, joining in late 2022. With a business background, Ben particularly enjoys the computation aspect of R&D claims, alongside extending his knowledge within the automotive sector. Outside of work, Ben is an avid rock climber who loves exploring the wilderness.
R&D Assistant 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
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 Technical Consultant
Ireland
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 Tax 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.
Senior R&D Tax 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.
R&D Tax 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 Tax Associate
UK
Bethany is a Psychology graduate with previous experience in education. In 2024, Bethany decided to take a different career path, pursuing a role with CB Tax which is the ideal position to apply her skills and continued professional development. In her free time, she enjoys nature, exploring the countryside and visiting places of historic interest.
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
Aryan is a biomedical science graduate with previous experience in the sales, automotive and healthcare industry. It was natural for Aryan to move into the financial services industry where tax would allow him to further develop his skills and professional career. Aryan loves to play tennis, read and explore the world around him.
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 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 recent 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
After graduating from University with a degree in economics, Sam joins CBTax as an R&D Tax Associate. The combination of his financial studies and previous background in investment analytics made CBTax a fantastic next step in Sam’s career. Outside of work, Sam’s biggest interests include playing golf and attending football matches.
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 Scientific Associate
UK
Alex is a biomedical science graduate who was intrigued by the R&D industry and opportunities at CBTax. Combining academic curiosity with a love for sports, she thrives on tackling new challenges and making meaningful discoveries.
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.
Senior Business Development Manager
UK
James's passion for helping SMEs unlock their tax reward potential, came from experience of his own start-up company in Travel Tech. James makes it his mission to spread the word of R&D Tax Credits through his role at CBTax. James has a deep understanding of many sectors and is a huge advocate for having consultation discussions, to explore the possibility in every situation.
Business Development Manager
UK
Wade is a results-driven 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.
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.
Business Development Executive
Ireland
Rory is from Sydney, Australia with Irish heritage. He moved to Ireland last year to reconnect with family. With a background in Sales and HR, He enjoys an active lifestyle, supports Arsenal and Irish rugby team, and has adapted to the Irish climate by exploring the countryside and taking weekend trips to the UK.
Business Development Manager
UK
Coming proudly from Poland, Oliwia brings a vibrant spirit and a strong work ethic to CBTax, with a rich background in sales within the construction industry. Her commitment to customer satisfaction and her ability to deliver results have earned her a reputation as a trusted advisor in her field. Beyond her professional pursuits, Oliwia finds joy in staying active and nurturing her passions outside of work. You can often find her hitting the gym, where she channels her determination and discipline into her workouts, pushing herself to new heights of strength and endurance.
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 Executive
UK
Osman embarked on a career in Finance but soon discovered his passion for helping others. He transitioned into working for the NHS Test & Trace during the pandemic to help support the nation. At CBTax, Osman is committed to helping UK businesses maximise their R&D benefits. During his leisure time, he relishes family moments, gym sessions and avidly follows Formula One.
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 Manager
UK
Senior Operations & Project Manager
UK Ireland
Ed is our Project Manager here at CBTax. 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.
Marketing Manager
UK Ireland
Having spent the last 8 years working within marketing and events, Jack joins us in a very exiting period for CBTax where he will be overseeing all our 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.
Operations Coordinator
UK Ireland
Sophie joined CBTax in 2021, She has always thrived in ever-changing and fast-paced situations. While always having an eye for perfection and striving for excellence. Outside of the office, Sophie enjoys travelling when she can. When she's not travelling, she is attending Ice Hockey games with her loved ones or has her head in a book!
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.
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.