03 Northline Tax Studio Book
Index

04 · Staff

Four people, four named roles

Four people run Northline Tax Studio, and the four records below read as a sequence rather than a row of equal cards: a lead role, two specialist roles beside it, and a coordinator who closes the handoff. Each carries a drawn identity panel.

The four staff records

  1. A drawn identity panel for the principal adviser: a stepped head-and-shoulders figure reserved in white against a field of horizontal rules, with a centred plumb line through the head, beside a ruled document and a mark of two paired returns. 01 ROLE 01 PRINCIPAL ADVISER 320 x 400

    01

    Marisol Vance

    Principal adviser

    Marisol Vance holds final review on individual and small-business returns, and signs off the position the studio takes on any figure that is open to more than one reading. The role sets the scope in writing before work starts, explains the choice in plain language, and records what was decided and why.

    Best contact reasonContact this role when a return has already been prepared and a figure or a filing position needs a second decision.

    Individual returnSmall-business return
  2. A drawn identity panel for the planning specialist: the same stepped head-and-shoulders figure filled with an eight-unit horizontal hatch, one rule marked, beside a ruled document and a filing calendar with a single date picked out. 02 ROLE 02 PLANNING SPECIALIST 320 x 400

    02

    Otis Brennan

    Planning specialist

    Otis Brennan works ahead of the filing calendar, mapping a planning session or a small-business return against the dates and the documents it actually depends on. The role produces a written sequence of what is needed and when, so a return is assembled over weeks rather than in the last week before a deadline.

    Best contact reasonContact this role when a deadline is still months out and the question is what to do before it arrives.

    Tax planning sessionSmall-business return
  3. A drawn identity panel for the client service lead: the same stepped head-and-shoulders figure resolved into sixteen-unit modules, three of them marked, beside a ruled document and a message block with a reply mark. 03 ROLE 03 CLIENT SERVICE LEAD 320 x 400

    03

    Lionel Ferris

    Client service lead

    Lionel Ferris is the first reader of a new enquiry, and decides which service a new-business setup or an individual return should actually be booked as before anyone quotes a price. The role answers questions about scope, says plainly when the studio is not the right fit, and hands the agreed brief on.

    Best contact reasonContact this role first when nothing has been agreed yet and the right service is still an open question.

    New-business setupIndividual return
  4. A drawn identity panel for the operations coordinator: the same stepped head-and-shoulders figure as a solid silhouette with the module grid knocked back out of it, beside a ruled document and a checked list. 04 ROLE 04 OPERATIONS COORDINATOR 320 x 400

    04

    Adaeze Okoro

    Operations coordinator

    Adaeze Okoro keeps the monthly bookkeeping and quarterly review calendar moving, tracking which documents have arrived, which are outstanding and which reviewer is holding the file. The role sends the reminders, books the follow-up appointment and closes the record once the work has been delivered and receipt confirmed.

    Best contact reasonContact this role when a booking, a document request or a delivery date needs chasing on an existing file.

    Monthly bookkeepingQuarterly review

05 · Contact

Describe the staff specialty needed

The contact form takes a name in the message. Availability is confirmed separately, and the studio will say plainly if someone else is the better fit.

Book Send an enquiry

Or write to hello@northlinetaxstudio.example and the studio replies Monday to Friday, 9:00 AM to 6:00 PM.

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