Simon Jacobs, Chartered Tax Adviser and founder of SRJ International

Meet Simon Jacobs, Chartered Tax Adviser

Simon Jacobs is a Chartered Tax Adviser (CTA) and Chartered Accountant (ACA), qualified through the CIOT and ICAEW, with over ten years in tax and accounting. Before founding SRJ International (previously Jacobs Taxes), he spent more than four years at PwC advising large multinational corporations and SMEs on tax planning and tax advice.

He set up on his own to specialise in the clients he enjoys most: digital marketing agencies, SMEs, and high-net-worth individuals, with tax planning, accounting, and compliance under one roof. The day-to-day realities of a growing agency, uneven cashflow, retained clients, director pay, and the tension between taking profit and reinvesting it, are exactly where good planning earns its keep.

Away from the numbers, he is an award-winning public speaker who has presented at the ICAEW and CIOT and serves as Vice President of Membership at his local Toastmasters club. It is the same instinct that drives the work: explain it clearly, and help you make the call with confidence.

A chartered tax adviser in conversation with agency founders over dinner
Most of the useful conversations start exactly like this: founders, a table, and the questions they never get to ask their accountant.

How I work

Four things you can count on.

Plain English

You see the options and the trade-offs without wading through technical fog. If you can't explain it back, it isn't done.

Year-round

Advice happens while it can still change the outcome, not in a panic the week before a deadline.

Direct

You hear what each choice is likely to cost and what it's worth before you commit. No padding, no upsell.

Exit-minded

Even routine decisions are made with one eye on the agency's value, so you're building something sellable.

Background

The credentials behind the advice.

Chartered Tax Adviser (CTA)

Awarded by the Chartered Institute of Taxation, the leading UK qualification for tax advice and the technical depth behind every plan.

Chartered Accountant (ACA)

An ICAEW Chartered Accountant, trained in accountancy as well as tax, so advice connects to the real numbers.

Ex-PwC

Big Four advisory experience, applied to the practical decisions agency founders face.

Agency specialist

Focused on UK marketing and digital agencies: retainers, margins, and founder incentives.

CTA · ACA · ex-PwC

This site was designed and built by RoseyCo, a UK marketing agency helping local businesses grow through SEO and content.

Bring the questions you've been putting off.

A short discovery call to talk through where the agency is and where you want it to go.