What do you do?
I work in the Private Client Tax Team offering support to the team in all admin based tasks plus diary management for the team and Partners. Go To Girl Friday!
Why do you do it?
I worked for a rival accountancy firm in Nottingham for many years before landing at Cooper Parry – to be honest I moved basically to cut down my commute from over an hour to 10 minutes!
When I first joined CP in 2013, I worked as admin assistant for the entire Tax Team including business and personal tax before finding my little niche offering admin support to the Private Client Team. I absolutely love it – the team are amazing!
What kind of projects have you been involved in?
The tax compliance season takes up a great deal of my time – getting those tax returns out to clients so they know how much they need to pay and when to pay it is an important part of my role.
I am endeavoring to streamline the new client take on process to “wow” the clients with an easy set up without too many onerous questions for them to answer.
What’s on top of your bucket list?
I would love to see one of the great Waterfalls – Niagara / Victoria / Angel – don’t mind which! I find water and particularly water at force so exciting and exhilarating; it’s been a dream of mine for years so I really should crack on and do something about it!
A grandchild would be nice too.
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