What do you do?

I am an assistant manager in the Private Client Tax team. I manage a large portfolio of clients ranging from self employed individuals, landlords, investors, owner managed business and trusts. I deal with the ongoing daily relationships with my clients to manage their tax affairs and spot opportunities to minimise the amount of tax that they have to pay.

Why do you do it?

I studied Accounting and Finance at University as I have always enjoyed numbers and problem solving. I started my career at a small very ‘grey’ high street accountancy, I really enjoyed the tax aspects of my role but felt the culture was outdated. When I learnt about CP and the kind of business it was, I could not pass up the opportunity to come and work here, I joined in April 2019 I have been here ever since!

What kind of projects have you been involved in?

I mostly deal with the ongoing relationships with my clients and deal with their personal tax affairs consisting of both compliance and tax planning advice.

What’s on top of your bucket list?

I am very lucky to have travelled to many beautiful places in Asia, however two of my bucket list locations would be Japan and India!

What do you do?

I primarily work in tax compliance for individuals, partnerships and trusts, with some ad hoc advisory work.

Why do you do it?

I didn’t have a childhood dream of being an accountant nor was Maths my favourite subject at school!

I studied History at university and after a few years of figuring out what I wanted to do I ended up in tax… having more of a ‘words’ brain has turned out to be really handy as we have to be able to interpret legislation as well as explain complex rules in an easy to understand way.

There are always things to learn with Tax, which is great, and it also affects everyone so you do feel like you are making a difference.

I really enjoy talking to and learning more about our clients – what they have done to get to where they are currently and where they would like to be in future.

What kind of projects have you been involved in?

Helping to make the tax compliance season as smooth for our clients as possible, and helping them to plan for the future.

What’s on top of your bucket list?

Like many my bucket list mainly involves travel. I have been lucky enough to live abroad in the US and Germany and to travel to places like Australia and Vietnam but my ‘to visit’ list is constantly growing… at the moment South Korea and New Zealand are towards the top. The great thing about CP’s open holiday policy is that we don’t have to worry about fitting everything into 28 days per year!

What do you do?

I am a Director in our Employment Tax Team which helps all types of businesses navigate the complex world of tax. If there is a business or entity out there that engages or makes payments / benefits to people, I help them make sure they are doing it correctly, efficiently and appropriately.

Why do you do it?

I love helping and supporting people! Doesn’t matter what it is, it just happens to be by providing solutions to clients that involve tax.

Tax can be so complicated with the jargon, frequent changes and endless conditions. I enjoy being able to take a client challenge, resolve it and communicate what was a complex scenario, in a way that a client understands, values and finds useful.

What kind of projects have you been involved in?

I’ve worked on a range of projects which cover, as examples: advising on cross border travel; providing employee reward / flexible benefits efficiently; preparing and undertaking mock HMRC reviews; reviewing systems and processes re benefits; advising on employment status and supporting on due diligence reviews.

Tax can already be complex, I try to make it simple, yet valuable.

What’s on top of your bucket list?

Remaining items on my bucket list; live in the Cayman Islands – one day I will at least visit! Party in Las Vegas (not much of a gambler, but I’ll make it work).

What do you do?

I work within our Entrepreneurial Private Client team help entrepreneurs and owner-managed businesses to navigate through an increasingly complex tax system. I get involved in a wide range of tax matters from corporate restructuring to helping business owners manage their wealth in a tax efficient manner.

The key is delivering tax advice which is both commercial and in plain English!

Why do you do it?

I studied physics at university as I always enjoyed problem solving. I somewhat fell into a career in tax but soon discovered that it provided the ideal opportunity to use those problem-solving skills and work with lots of people from different backgrounds.

I really enjoy working at CP. The culture here is completely different to most professional services firms.

What kind of projects have you been involved in?

While working at CP I’ve been involved in many different types of projects from company reconstructions, management buy-outs and 3rd party sales to advising on family trusts.

What’s on top of your bucket list?

Once my two children are older, I’d like to travel more and see the world. I’d like to visit each continent at least once (maybe except Antarctica!). Failing that a trip to the Superbowl or US Masters golf tournament would certainly be on the list!

What do you do?

I’m a VAT specialist. A lot of what I do is resolving situations people wouldn’t be in if they’d sought VAT advice before doing something, rather than seeking help when HMRC kick off about it!

It’s cheaper and easier to deal with VAT issues in advance. But more fun for me if you leave until after it all ‘hits the fan’.

Why do you do it?

As a fan of Monty Python I’ve always been amused by the surreal and the ridiculous – so maybe it was inevitable that I would end up in VAT.

What kind of projects have you been involved in?

I’ve been involved in litigation relating to withheld VAT repayments, solicitors’ disbursements and VAT exemptions for medical care. At the end of the day it all boils down to getting a client’s money out of HMRC’s pockets and back where it belongs.

What’s on top of your bucket list?

I like to think I’ve still got another outrageous sea kayak adventure in me, maybe the English Channel or St Kilda. But I don’t really have a bucket list.

My approach to bucket lists is more ‘let’s just have a cup of tea and see what happens’.

What do you do?

I work within the VAT and Capital Allowance teams, supporting them with various processes, diary management and ad hoc administrative tasks.

My role enables the teams to spend more time focusing on the Tax and VAT needs of our clients. No two days are the same which makes it varied and interesting.

Why do you do it?

Having worked in banking for 11 years almost, before being made redundant, I had no idea what I wanted to do next.

Whilst matching my skills to the job market, I was drawn to Cooper Parry’s website and was amazed by the company, culture and ethos. I secured a three-month temporary Not For Profit  administrator role and loved it, so I was extremely fortunate to secure a permanent post within the Tax Team doing what I love.

What kind of projects have you been involved in?

I am currently implementing a new initiative within the team to streamline our working practices.  The outcome will mean that we increase productivity by reducing the customer journey time.

What’s on top of your bucket list?

I don’t have a bucket list as such.

Spending quality time with my family and friends are the best treasures to me.  I also love spontaneity.  There’s nothing better than waking up on a weekend, jumping in the car and heading off to a random destination…

What do you do?

The best way to describe what I do is the equivalent of a survey performed before a house purchase, but for buying companies. I diligence information on the target businesses and report back to our clients so that they can make informed decisions about whether to go ahead with the purchase and at what price.

Why do you do it?

Ever since I qualified, I have wanted move into the Deals practice. It was just about finding the right time and right firm to make that move with. The culture and people at CP drew me in and I love working closely as part of a focused and dedicated team. I love being in a client-facing role, and the fact that the work we do adds value to our clients makes me proud.

What kind of projects have you been involved in?

To date, I have worked on projects across a number of different sectors including: fintech, manufacturing and most recently, a management buyout of a worldwide distributor of consumer products.

What’s on top of your bucket list?

I would love to see the Northern Lights, but more generally just to get back to holidaying after 2 years at home! This year I’m going to Cameroon and Istanbul.

What do you do?

My job entails providing advice that helps business owners crystallize the value, in many cases, of their life’s work.

The day-to-day ranges from preparing marketing materials, finding and communicating with buyers for businesses, to managing due diligence processes.

Why do you do it?

Corporate Finance appealed to me because I’m passionate about learning and I enjoy understanding how and why things work.

The role in CF gives me endless opportunity to get to know the intricacies that make a wide range of businesses, from healthcare apps to fridge manufacturers, tick. No two days are the same!

The chance to deliver great results for our clients, that are clearly defined and easily measured, is the cherry on top.

What kind of projects have you been involved in?

I’ve been involved in several sell-side advisory projects across a range of sectors so far, where we’re working with shareholders, helping them to realize the value of their equity.

Through discussions with shareholders, our knowledge of sectors and M&A market trends, we’re able to fully understand and clearly articulate key selling points of businesses. Which ultimately helps to drive value for our clients.

What’s on top of your bucket list?

I’m 100% going to get an RV at some point and drive around the world. It’s a big place, I want to see it all, and I can’t think of a better way to truly experience its many different places and cultures.

With CP’s ‘work from anywhere anytime’ policy, maybe it’s not too big-a-stretch!

What do you do?

I primarily review personal tax returns before they are sent to clients and manage certain relationships. I also deal with ad-hoc personal tax advisory queries.

Why do you do it?

I somehow got a job working at HMRC doing personal tax enquiries as a graduate with very little actual work experience when the job market was very difficult. At first I was just grateful to have a steady job but found that I actually enjoyed understanding how tax works. After some years there I realised there wasn’t really much opportunity to progress, so I left to do personal tax compliance at Grant Thornton and progressed from there.

What kind of projects have you been involved in?

Mostly to make the tax return process go as smoothly as possible, running reports to highlight information we can obtain directly rather than wait for clients to provide it. I have also previously been involved with some initial planning for Making Tax Digital.

What’s on top of your bucket list?

To visit every continent, except possibly Antarctica. I think that travel broadens the mind and want to experience different cultures.

What do you do?

I work closely with growing businesses and entrepreneurs to be the safe pair of hands they need when it comes to their finance function. Ultimately we find solutions to their problems – whether that’s taking the pain out of the annual compliance process or guiding them through a period of change.

Why do you do it?

I love the variety of businesses and stakeholders that I get exposed to each day – I might be talking a finance assistant through how to resolve a technical accounting issue one day, sitting in a board room talking the owners of a business through how we can support them the next.

I also love getting an inside look at how different businesses operate – factory or workshop tours fascinate me, especially for my clients in the food and drink industry!

The culture at CP – it’s amazing working in an environment where everyone loves what they do – it’s infectious – this really comes across to our clients too.

What kind of projects have you been involved in?

Our different projects can vary hugely. I currently look after a UK arm of a growing US group – looking after all of their day-to-day finance needs – from running their monthly processes, to monitoring cash flow requirements.

Another recent project involved filling a short-term gap in a client’s finance team – we made improvements to their finance systems / processes until they found a new finance manager.

I also love getting involved with technical accounting projects – always learning something new and working through logically.

What’s on top of your bucket list?

Before I reach the big 30 milestone I would love to run a marathon! The idea of pushing my mind and body to it’s limits, and knowing that if I can achieve that I can achieve anything.

There are LOADS of places I would love to visit – waterfalls in Croatia, New York at Christmas, the Northern Lights in Iceland, seeing elephants in South Africa, I could go on!