Charlotte Jones
About Charlotte Jones
Charlotte Jones is a Tax Manager Direct Investments at Legal & General in Cardiff, Wales, with a background in tax and accountancy spanning several years. She has held various roles in prominent firms, including Grant Thornton UK LLP and KPMG UK, and studied at ACCA from 2016 to 2018.
Current Role at Legal & General
Charlotte Jones serves as the Tax Manager for Direct Investments at Legal & General. She has held this position since 2021 and operates from the Cardiff office in Wales, United Kingdom. In her role, she is responsible for managing tax-related matters concerning direct investments, ensuring compliance with relevant tax regulations and optimizing tax strategies.
Previous Experience in Tax Management
Before her current role, Charlotte worked as a Property Tax Manager at Legal & General for six months in 2021. She also gained experience at KPMG UK as an Assistant Tax Manager from 2020 to 2021. Her career includes significant positions at Grant Thornton UK LLP, where she held various roles including Assistant Tax Manager, Tax Executive, and Tax Associate from 2017 to 2020.
Early Career at Norton Accountancy Ltd
Charlotte began her career as an Accounts Assistant at Norton Accountancy Ltd, where she worked for three years from 2014 to 2017. This role provided her with foundational experience in accounting and tax processes, which she later built upon in her subsequent positions in tax management.
Education and Professional Development
Charlotte studied at ACCA from 2016 to 2018, completing a two-year program. This education has contributed to her expertise in tax management and compliance, equipping her with the necessary skills for her roles in various accounting and tax firms.