Valerie took up the role of Chief Executive in November 2019, having spent the previous three years as the Charity’s Advice Director. As CEO she is focussed on enabling the charity to meet its key ambition to ‘Provide tax advice to all who need it.’ In her own words, ‘The need for an emphatic listening ear for the most vulnerable is in great demand not least given HMRCs increasing use of digital channels to process information and deliver services, which often leaves older taxpayers bewildered by the erroneous outcomes this can produce.’ Valerie is therefore committed to ensuring that the unique service that is provided by the charity through the expertise of its staff and volunteers not only thrives but expands. In addition Valerie is keen to work and share knowledge with HMRC and those in the financial services industry who have an obligation to support the more vulnerable in our society while at the same time work with those in the third sector who provide services and support to older people where help is most needed.
Valerie started her career as a Chartered Accountant before qualifying as a Chartered Tax Adviser and specialising in the tax issues relevant to High Net Worth individuals. Subsequently Valerie ran her own business supplying the accounting, payroll and tax services needed by small businesses, both sole traders and limited companies as well as providing for the tax needs of individuals.
Mark is responsible for the Charity's finances, as well HR and Infrastructure (IT, telecomms, property). Before joining Tax Volunteers in 2014, Mark worked for the Meteorological Office as an Accountant, and in the Third Sector as a Project Manager and Fundraiser. He is a Fellow of the Association of Accounting Technicians.
Alice has worked in communications, public affairs and fundraising with a particular interest in research and service charities and the arts. She has worked for a wide range of organisations including the Royal Opera House and the National Trust as well as Alzheimer’s Research UK and the Health Foundation. Alice is responsible for ensuring that TaxAid and Tax Help have the resources, profile and influence needed to help people who need tax advice but cannot afford it.
Gail joined the charity as Advice Manager in October 2020 and maintains overall responsibility for ensuring the highest level of quality and consistency in the advice we provide to those who need our help. Gail's previous experience includes audit, accountancy and tax for high net worth individuals. She qualified as a Chartered Accountant in 2013 and then went on to complete her Chartered Tax Adviser (CTA) and Society of Trust and Estate Practitioner (STEP) exams.