"Experienced UK/US Tax Senior Manager specializing in advisory and compliance for HNW individuals, with expertise in dual tax regimes and “Accidental Americans.”"
Professionally
Patrick joined Satis in September 2023 and had previously accumulated eight years of experience in the UK/US private client industry at boutique and mid-tier firms. Patrick began his career in tax after graduating from UCL and University of Bristol obtaining masters degrees in Chemistry and in Accounting, Finance & Management respectively.
Patrick is a dual handler with a wide variety of experience in the US and UK sector, predominately providing advisory and compliance services for High Net Worth individuals. His experience involves assisting taxpayers understand the complexities and pitfalls they can face when in scope of two tax regimes, and the associated compliance obligations. He has experience in helping “Accidental Americans” become up to date with their US tax filing requirements through the Streamlined Foreign Offshore procedure.
Patrick is a member of the Association of Taxation Technicians (ATT) and is an Enrolled Agent (EA) to practice before the Internal Revenue Service.
Personally
Outside of the office, he enjoys playing 5-a-side football although often forgets that he doesn’t have the same fitness levels as he did in his twenties.