At O’Brien & Partners, we are believers in recruiting the right people to drive our client’s businesses forward. Our team of 24 is made up of range of ages, abilities, experiences, and equally as important, individual characters. Some of our employees have worked with us for decades and have built strong, friendly, and professional relationships with a range of clients.
Meet our Tax Managers
Kevin has over 12 years’ experience and is a qualified Chartered Tax Advisor. Kevin manages a large corporate, personal and trust portfolio covering all compliance and advisory needs for them. His specialisms include employment taxes, structuring and property tax planning.
Tax Assistant Manager
Helen has experience of working within accountancy firms for nearly 10 years, 6 of those specifically tax based after qualifying as a chartered tax adviser at a regional accountancy firm. Helen manages a personal and corporate portfolio covering compliance, advisory, tax planning and Research and Development.
Sarah has been specialising in tax for 19 years. Her experience has been gained through working for “the big 4” and regional accountancy firms. For the past 16 years, Sarah has been based at our Cwmbran Office where she has furthered her expertise in managing personal and corporate portfolios including compliance, advisory and completion of forms P11D.
Meet our Audit & Account Managers
Audit and Accounts Director
Catherine is a Chartered Certified Accountant with over 32 years experience in both industry and practice, the last 14 years of those with O’Brien Partners. During this time Catherine has managed her client portfolio developing strong and valued relationships and dealing with some of the firms largest corporate clients. Catherine has a wealth of experience in a number of sectors which includes construction/civil engineering, manufacturing, farming and transport.
Senior Audit and Accounts Manager
Paul qualified as a Chartered Certified Accountant in 1995. For 30 years he has managed a large portfolio of corporate clients from our Cwmbran office, developing strong relationships along the way. He also has responsibility for clients from a variety of sectors including charities, solicitors and clubs.
Audit and Accounts Manager
Julia is ACCA qualified and joined our Cwmbran office in 1990.
She is responsible for her own portfolio of clients which includes a wide variety of limited companies and charities. Throughout her 28 years at our Cwmbran office, she has developed strong and valuable relationships with her client base.
Audit and Accounts Manager
Joanna joined O’Brien & Partners in 2014 as a trainee accountant. Joanna has over 10 years of practice experience in a number of sectors and since passing her ACCA exams in 2016, she has continued to develop her skills and knowledge. Joanna now manages a client portfolio of small to medium sized businesses and is developing strong relationship with her clients.