What do you do?

I’m an assistant manager in the specialist Not for Profit team at Cooper Parry.

I’m lucky enough to work with a wide range of Not for Profit clients, ranging from grant making, cultural and other local charities through to education-based clients such as student unions and academies.

I run audits from planning through to completion, working in partnership with my colleagues and the client to deliver an outstanding audit service.

Why do you do it?

Since I began my journey in Accountancy, Not for Profit quickly called to me – I find it incredibly rewarding to work in partnership with a sector dedicated to making the world a better place.

There’s so much variety to the sector, no two clients, or audits are the same – it really does feel like you learn something new each and every day.

What kind of projects have you been involved in?

Audit and assurance services are the core service offering, but I have been involved in various other projects to help meet our clients goals and needs.

This has included reviewing  clients’ risk registers, advising on reserves management and accounting and assisting on day to day issues with financial systems and processes.

What’s on top of your bucket list?

I love travelling (and eating!), I’ve been fortunate enough to hike to the summit of Mount Fuji, and through the Canadian Rockies in the past few years.

The next top spot for me is Vietnam, I can’t wait to have the opportunity to visit and explore the countryside and cuisine.

What do you do?

I help business understand their VAT and stamp tax obligations.  Whether this be help with their day to day compliance (the “business-as-usual” stuff), or advice on the “outside-the-norm” stuff which relates to the unusual, high value, one-off transactions… I do it all! 

I have a particular interest in the property and education sectors, and for most of my career, I have leaned towards clients in these industries. Many VAT advisers hate these sectors, particularly property as the relevant parts of the VAT legislation could be said to be a work of art rather than science…. but for me, it’s my bread and butter!  

Why do you do it?

Because I love a good puzzle!  I am a details person, and love nothing more than getting into the depths of a tax conundrum and being satisfied at the end that I’ve covered every angle.   

I’ll be completely honest – I had zero intention of becoming a tax adviser!  I was allocated to spend 6 months in tax at the beginning of my training contract with a law firm, and when I was initially told the news by HR, my heart sank! I genuinely thought I would be bored the whole time and would be counting the days until I could move on to a more interesting area of law…. Little did I know I’d still be doing it (and loving it!) over 10 years later! 

What kind of projects have you been involved in?

One of my favourite clients and projects was for a university who were constructing a £50m student accommodation village, hotel and conferencing centre.  Over a period of 18 months, I worked closely with the tax manager at the university, their HMRC customer relationship manager and various other stakeholders to analyse, design and agree the appropriate VAT profile for the project.  It was a hugely moving feast, and not everything went right the first time, but we eventually got HMRC agreement on everything, giving the client budget certainty in knowing exactly how much the build should cost, as well as peace of mind their VAT compliance for the project was spot on. 

What’s on top of your bucket list?

Take my daughter to Disneyland Florida – I went when I was 12 and absolutely loved it but I was a bit old for the “magic” of Mickey Mouse.  I would love to take my daughter while she is young enough to get caught up in the glitter and sparkles! 

Watch the Last Night of the Proms from the Royal Albert Hall – only the small problem of tickets being a couple of grand and with a waiting list of a few years to overcome! 

What do you do?

I’m an Audit Manager within the Pensions Department and I have a varied role. I manage a portfolio of pension schemes, I help the people in the team manage their development, and I’m part of the leadership team too. I have a varied background in audit, accounts, and tax  my experience is broad, and I have even worked in California!  

Why do you do it?

I’m motivated by working with people and I enjoy the satisfaction of delivering exceptional client service. I love the challenge of an ever-changing environment; it’s my adrenaline 

What kind of projects have you been involved in?

I have over nine years experience in audit, accounts, due diligence, special projects, business tax and corporation tax. I’ve enjoyed working for managerowned audit firms and building client relationships, and I’ve had the opportunity to deliver full projects early in my career. This sums me up well: I want to take it to the wire and if I can be involved, I will be there!  

What’s on top of your bucket list?

For me, it’s difficult to focus on one thing. If that was the case, auditing pension schemes would not be for me! I’m drawn to adventure and exploration, so I would say: trek the Inca Trail, climb Mount Kilimanjaro, run a marathon, visit the Galápagos Islands, and learn about other culturesI think it’s all about working hard, but also working smarter so you can enjoy life.  

What do you do?

As a manager in the Not for Profit team, I work closely with my clients and colleagues in running a smooth audit process. 

I take pride in providing independent assurance over the numbers, technical insight into complicated transactions and sharing best practice. 

Why do you do it?

The key driver for me is knowing that our work helps our clients in being more compliant and more efficient; in turn this will help them support their beneficiaries better.  

The biggest appeal of working at CP is that we have a dedicated NFP team with a range of experiences and backgrounds. This means we are uniquely placed to provide sector specific expertise that is up-to-date and focused on our clients’ needs. 

I love the use of data and technology and I am passionate about using them to create efficiencies and insight for my clients.  

What kind of projects have you been involved in?

I like getting involved in the detail of complex transactions; recently I have helped in accounting for the merger of two charities. In that instance the client was able to focus their resources on their day-to-day operations rather than the financial reporting elements of the transaction. 

Working closely with clients year-on-year allows me to provide support in their growth. I have helped schools become academies and grow into Multiple Academy Trusts. I get to bring my knowledge of the sector and best practices to help develop clients finance systems and processes. This has allowed my clients to expand their capabilities to meet their new demand whilst avoiding common pitfalls and delays. 

What’s on top of your bucket list?

Top of the list would be to visit Hawaii with my wife and daughter. Life goes by at a fast pace so I love the idea of relaxing in paradise with the people I hold the most dear to me. 

What do you do?

Research & Development incentives enable the Government to support the great work being undertaken by our engineers, scientists and software developers working for the brilliant businesses in the United Kingdom.

I work in a unique position where science, technology and tax intersect and in many ways act as a translator between businesses and HM Revenue & Customs.

Why do you do it?

It’s simple really. I get to speak to lots of exciting businesses about the new products and process that they have been developing. As a result, the companies get cash from the Government to continue their great work.

I have a background in Engineering and Taxation which makes R&D incentives the perfect role to utilise both sets of skills.

What kind of projects have you been involved in?

Having worked in this field since 2007 I have seen virtually every type of business, from large and complex global engineering behemoths to exciting IT start-ups with two employees. Some highlights include a tour around a state-of-the-art biomass power plant and seeing a 1,200-degree Celsius glowing red-hot ingot being transferred across a steel manufacturing facility!

What’s on top of your bucket list?

I would love to go to the Moon, look back at the Earth and see the entirety of humankind in one shot. After that, it would be great to own Barnsley Football Club.

What do you do?

I am the Head of the Not for Profit team.  I lead the dedicated and specialist team of people who work with a diverse range of clients in education, charities and membership organisations.   

The Not for Profit sector is in my soul.  It’s a caring and hugely important part of our society that touches everyone of us in our everyday lives.  Everyday it’s a privilege to help and support our clients in the amazing work that they do.  

Why do you do it?

feel I have finally come home in my move to CP.  The feel of the place and everyone who works here is passionate about what they do and we look out and support each other. 

We genuinely live our values rather than just having them stuck up on the wall 

What kind of projects have you been involved in?

Every day is different for me which is great as I love the variety of work with my clients.  One day I can be leading an audit, the next doing a governance session with a Trustee Board and the next speaking at a conference about financial sustainability for charities. 

I get a real buzz out of helping the boards and leaders of my clients to implement change and providing excellent service.  

What’s on top of your bucket list?

I have been lucky to tick off most of my bucket list, so made a new one this year. 

Top of my list is to go to Glastonbury Festival. I nearly made it as I got some tickets for 2020 but it’s been postponed until next year. I guess after waiting so long it’s worth waiting for another year. Hopefully, it will be the biggest and best one ever 

What do you do?

I’m a Director in the specialist Not for Profit team here at Cooper Parry.  

I work with a variety of clients across the Not for Profit sector including local and regional charities, academies and colleges.  

My main role is to provide clients with independent assurance so they can have confidence in their financial reportingwork alongside them to share best practice and improve the robustness and efficiency of their systems and controls.  

My aim is to enable my clients to focus on delivering their strategic mission and objectives safe in the knowledge that their financial reporting systems are efficient, accurate and fully compliant. 

Why do you do it?

The Not for Profit sector is full of organisations that provide essential services and make a genuine difference to people’s livesenjoy learning about what these organisations do, why they do it, and how they help to make the world a better placeI get a real buzz from supporting them so they can focus on achieving their mission and objectives. 

I particularly enjoy working with the education sector. Schools and collegehave such an important role in society and working alongside them and helping them overcome their challenges is very rewarding. The school environment, with that constant drive for learning and improvement, is something that has always resonated with me. 

Although schools have many similarities, they also have many differences and I love learning about different approaches and cultures – every day is a school day! I also have three young children so schools will continue to be a major part of my life for the foreseeable future!

What kind of projects have you been involved in?

Audit and assurance are at the core of my work with clients, however I have enjoyed getting involved in a number of other projects over the years. 

These projects have included providing bespoke training to trustee boards on governance and financial roles and responsibilities, due diligence projects for potential new schools joining academy trusts, and assisting with business plans and the subsequent set up of trading subsidiaries.  

What’s on top of your bucket list?

Two of the things I love are running and travel – and if I can combine the two then even better! 

I’ve managed to coincide a number of running events alongside family holidays over recent years. This has included trail runs in the lake district and half marathons at Disneyland Paris and Disneyworld Florida 

Top of the bucket list is the New York Marathon. I’ve entered the drawing for the last three years but yet to be lucky enough to be selected – fingers crossed for the next one! 

What do you do?

I lead the Private Client team at Cooper Parry, which involves managing clients’ tax affairs and thinking about future tax and wealth strategies.

Why do you do it?

It’s the opportunity to interact with clients; dealing with them on an individual level but providing advice that sits in the context of their wider family/business relationships, and current circumstances.

Often, those relationships with clients span a number of years, and my advice evolves and adapts with their changing needs – which is particularly rewarding.

What kind of projects have you been involved in?

I’ve advised clients and their families who are looking to leave the UK, helping them find the most appropriate place for themselves to be based. Then, establishing the framework to make that happen in the most tax efficient way.

I’ve advised individuals who are coming to the UK, too, on how to best structure their affairs.

And I’ve also advised individuals and senior executives in companies on how to best structure pay and rewards to deliver renumeration in the most tax efficient way, while also reflecting the company’s commercial needs.

What’s on top of your bucket list?

I’d really like to go on a wine tasting (and buying) trip to Argentina and Chile.

What do you do?

I’m a content writer, and it’s my job to connect with our audience, deliver information, make an impression, and ensure our culture is reflected through our words and our tone of voice. In short, I’m here to make everything Cooper Parry does sound sexy.

Granted, that’s not a word thrown around much in the financial services industry, but the culture and the tone of voice here give me a lot of room to throw in some flair where possible. Especially compared to the more, shall we say, ‘suited and booted’ firms out there.

What do I write? Some days it’s articles and website pages, other days it’s LinkedIn bios and awards submissions. It varies from hour to hour, and that’s what keeps it exciting.

Why do you do it?

I’d be telling a barefaced lie if I said this was always the plan.

My time at CP started with a week of work experience in the People Team. At the end of that they let me know about a 12-month internship they had coming up. I applied, got the role, did a lot of writing internally, and then when this position opened up; I got put forward for it.

That being said, I’ve always had a passion for the potential of words, which makes the opportunity to develop my writing skills every day a very, very appealing one.

What kind of projects have you been involved in?

The biggest ongoing project I’m involved in is ‘How We Sound’. It consists of writing and tone of voice tips for everyone at CP, delivered through workshops and other materials.

The three key benefits are as follows:

• We’ll be easier to understand. We’ll be clearer for clients and as a business more efficient.
• We’ll sound how we look – our verbal brand will be more consistent with our visual one. And we’ll be more consistent across each department.
• Our words will reflect our culture and our strategy.

Then, that will contribute to us winning and retaining clients, saving them time and money, recruiting top talent, and engaging our people.

What’s on top of your bucket list?

Music’s a big thing for me, and after trying and failing to get Glastonbury tickets this year I’d love to go at some point in the future.

Travel-wise, Japan has been top of my list for a while, in cherry blossom season if possible.

And then although it’s a pretty generic one: skydiving. Because I can’t imagine there are many feelings like launching yourself out a plane.

What do you do?

I am proud to be an Audit Senior Manager at Cooper Parry. I work with a variety of privately owned businesses across a range of different industries, always aiming to deliver an efficient and smooth audit process, whilst making lasting relationships.

Why do you do it?

I would like to say I fell into auditing but it started at a young age when I chose to study accountancy at school. The rest is history…. Every day continues to be a school day. I meet so many inspiring people and learn about diverse and interesting businesses. Being an Auditor at Cooper Parry is a breath of fresh air. Each audit engagement feeling new, different and exciting, which is why I do what I do!

What kind of projects have you been involved in?

Having been in the profession for over 20 years, with the majority of these years spent working at the big four, I have built up a wealth of audit experience. Whilst I look forward to bringing that experience to life at Cooper Parry, what I’m really excited about is meeting new people and building new relationships. That’s the most rewarding part of my role.

What’s on top of your bucket list?

My bucket list needs a serious refresh after taking my family to Disneyworld last year. It really is the most amazing, fun (and hottest!) place on earth. I’m now looking for something else to take over the top spot but I can guarantee it will involve having fun, wining and dining & seeing my husband and teenage boys having the time of their lives!!

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