What do you do?

I’m part of the R&D team here at Cooper Parry. The aim of the R&D team is to help companies, of all sizes and across all industries, claim the R&D tax relief they are entitled to. The relief is really valuable, and despite being available for over 20 years, there are still common misconceptions about the level of innovation required to be eligible. We work with the technical and finance teams within the company to help them apply the legislation and HMRC guidance in a practical way to their circumstances, preparing a robust claim for submission to HMRC. 

Why do you do it?

Having worked in corporate tax compliance for over 15 years, for the last nine years I have specialised in R&D tax relief. I love seeing how the relief can make a real and significant difference to claimant companies.  

What kind of projects have you been involved in?

R&D tax relief is available for companies across so many different industries – yes there are the companies who do work in labs wearing white coats, but the majority of companies I have dealt with are manufacturers, engineers, software developers – really, any company who is trying to do something better, faster, more efficiently, using different materials, or changing to meet new regulations may well qualify. With relief of up to 24.7% of qualifying expenditure available, this makes a real practical difference to claimants. 

What’s on top of your bucket list?

So many things! Now my children are older, I’m hoping to have a little more time to travel, both at home and away… I’d love to go to the Maldives, arriving by seaplane, and I’m also going to get the sleeper train from London to Penzance at some point (not quite the Orient Express but more achievable!).  

What do you do?

As a senior manager within the private client tax team, I head up our tax compliance service.

My ultimate goal is to ensure we have dotted the i’s and crossed the t’s so your tax affairs are up to date and correct, whilst making sure we take any opportunity to reduce the amount of tax to pay along the way.

Why do you do it?

Helping people! From assisting family members with basic tax matters when I first stepped into the world of work, I soon realised not only did I have a knack for tax, but it was a satisfying and ever-changing field to work in.

Tax is a mighty beast at times and with everyone’s needs being different, every day presents a new problem to solve which is an area that I thrive in. It’s also really rewarding to have the chance to provide guidance and assurance to individuals which in turn helps reduce the stress and worry that can come with dealing with your tax affairs

What kind of projects have you been involved in?

Large capital transactions, expatriate and secondment facilitation, structuring employee benefits, dealing with multi country tax treaties and tax systems, multiyear loss relief projects, partnership re-organisation… you name it, I’ve been involved in it during my time in tax.

Whether you have complex tax matters in which you requires assistance or just need help keeping HMRC off your back, we can definitely help!

What’s on top of your bucket list?

A chance to drive a formula 1 car is 100% on the top of my bucket list.

To have an opportunity experience what can be achieved when the best minds are brought together to create a vehicle which pushes all limits and boundaries would be incredible.

What do you do?

I get involved in the tax aspect of any merger and acquisition transaction – whether it’s due diligence to ensure your investment decision is sound from a tax perspective or pre-transaction structuring to ensure you get the most tax efficient outcome.

Why do you do it?

After completing my degree in economics, I knew for sure that I was not going to be an economist and was looking for a career that was considered stable and structured (or as we say in Chinese) an ‘Iron rice bowl’ job. The accounting profession was the closest thing I could think of and I went ahead with it. I joined the transaction tax team at one of the big four firms in 2017 and pursued my CA concurrently. Since then, I’ve never left transaction tax and continue to work in it when I joined CP in 2021.

The CP transaction tax team has been a wonderful family to be part of and CP brings such a vibrant and fun vibe to my working life with flexible working practices and emphasis on wellbeing

What kind of projects have you been involved in?

For the past 4 years I’ve worked with all types of businesses, large and small, in many jurisdictions across the world, and across all sectors. I support my amazing team with providing you with no-nonsense practical tax advice.

What’s on top of your bucket list?

I’ve developed an interest in coding and decided it would be a great area to upskill myself on (given existing/ongoing tech revolution taking place) and so will be taking courses to become a full stack developer

What do you do?

I work with scaling high growth companies to help them to achieve their goals in a tax efficient way by looking at their business holistically. This includes but not limited to gearing them up for their next transaction, be it fundraise or sale event to ensure they have no nasty tax surprises. I aim to maximise value and to minimise their tax cost on the deal.

Why do you do it?

After a careers event at school when it was suggested that I should be an accountant my immediate response was no, all accountants are boring… how very wrong I was and the culture at CP just proves that. I’m not sure when I changed my view but whilst studying accounting and finance at university, I released my love of tax (the Jaffa cakes the lecturer gave out did help!) and I haven’t looked back since. Everyday is different, finding solutions to a whole array of tax issues whilst working with amazing people.

What kind of projects have you been involved in?

The reason I love working in the Tech & High Growth space is because my clients are always doing something. Whether be it raising finance, scaling overseas operations, R&D tax credits, implementing share option, through to remuneration policies, buying and selling businesses, generating growth or a mixture of these at the same time; it keeps me busy!

What’s on top of your bucket list?

I don’t really have a bucket list, if I want do something then I will strive to achieve it. Though I do come from a sailing family (my grandpa sailing to the artic circle in his 70’s and my dad recently sailed double handed across the Atlantic both ways with technology failing, so they had to steer the whole way!), I just need to decide what my sailing challenge is, feel free to give me your suggestions!

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What do you do?

I’m a Tech Advisory Solutions Manager within the Early Stage through to Scale Up Team.

I support ambitious, growing, entrepreneurial businesses by implementing cloud accounting ecosystems and their wider app stacks.

This can range from adding expense systems, to automated scanning invoice systems, approval systems, cash flow and management reporting tools, to bespoke fulfillment applications.

Each client is different, it’s key to  focus on bespoke requirements, ensuring that  the solution benefits the stakeholders as well as the business overall.

Why do you do it?

I enjoy the challenge of helping growing business expand their finance solution. It’s great seeing client’s reactions when you automate processes, when they realise the time and savings costs  you provide them.

Having worked at both KPMG and BDO, CP culture is amazing! CP  are forward thinking , showing how modern-day accountancy firms can operate and work, making it people oriented first, which naturally leads on to great work for clients.

What kind of projects have you been involved in?

I’ve worked with  clients from all different industries, ranging from education, property, manufacturing, retail, and early startups.

This has included  implementing an expense solution into one of the UK’s leading digital banks. As well as a fledgling U.K. startup in the virtual events space, that is growing exponentially.

Implementing cloud accounting system continues to be a key area. I’ve worked with several large commercial property clients to  create a bespoke finance function which allows them to create interactive management, reporting and cashflow reports as well as automating their approval processes over different regions and offices.

The goal every time is to add real value to our clients and make their lives easier. That means better information quicker with the aid of cloud accounting solutions.

What’s on top of your bucket list?

Traveling and exploring unfamiliar places, meeting new people and new experiences is my passion. I would like to take a year or two and explore the world. I would also like to live in Asia if I could get the chance. The lifestyle and culture are something that I really enjoy, plus the weather is much better and the food is amazing!

Working with entrepreneurial business has also left a burning desire to start my own business one day and I know if I do, I will be reaching out to CP for the financial outsourcing.

What do you do?

I work as a ‘Deal Originator’ for our Corporate Finance team. My role involves me contacting Business Owners in specific sectors, informing them of how we can help either sell or grow their business.

Why do you do it?

I was attracted to CP because of how much they stood out to me! I sought a new challenge, but one in which that I could fulfill with flexibility & trust.

What kind of projects have you been involved in?

To date, I’ve been involved in Business Development for both the PropTech & Consumer Healthcare sectors. I have begun to build relationships with Business Owners & arrange meetings to inform them of how we can support them with their future plans!

What’s on top of your bucket list?

Travel-my top destination being New Zealand. I think the landscape is beautiful! I’ve adored it ever since I was a child, especially growing up being a fan of ‘The Lord of the Rings’!

What do you do?

Do you ever ponder late at night, questioning whether you paid the right amount for the lift repairs in your block of flats, or how much the new batteries in the fire alarm cost?

That’s where I step in. What I do is make sure you aren’t paying more or less than you’re supposed to. I help give you the confidence that you know what you’re paying is right, so you haven’t got to worry if you’re paying too much that might impact your weekly pub fund.

Why do you do it?

I’m as big of a nerd as they come. I stereotype the glistening braces and rep poor posture like it’s going out of fashion. Having seen that I’m able to fulfill this lifestyle in a fresh and exciting role, where each day is different, challenging the norm, and broadening my skillset whilst being able to sit behind my laptop – it was fate in an open hand. And that’s exactly why I ended up at CP – so that I can do all of the above, but in a vibrant, colorful environment with a slightly improved posture.

What kind of projects have you been involved in?

With so many projects across so many clients, it would be impossible to pick one out as shining example.

Each project however, whether that be a more current interim project, entails having to liaise with the client to ensure the appropriate accounting treatment is being recorded in the working papers, supporting the client with further queries and consolidating information across an entire annual period.

What’s on top of your bucket list?

I’m an absolute rave machine, but I’ve had to of course fit this lifestyle more in line with my professional career – that’s where a gregarious gig steps in. A gig, unlike a night around toon, feels like a night out, except it only lasts a couple of hours and then you can retire back home while feeling like you’ve had the full night round toon experience. So with that said the top of my bucket list would have to be a round trip to Aus to watch Sticky Fingers, Ocean Alley & Lyall Moloney live back to back.

What do you do?

Every day is different in the world of Service Charge but in short, my team and I certify and review information sent over to us by managing agents in line with industry guidelines and regulations. The managing agents are our clients who manage a wide variety of residential and commercial properties. An average day could involve query resolution meetings with our clients, preparing a set of accounts, vouching invoices, utility analysis’, answering queries through our system Snapshot and giving our clients advice and help where possible.

Why do you do it?

After disliking and subsequently dropping out of my first year of university, I stumbled across a service charge accountant role within a managing agent. I knew I wanted to work in a finance-based role but never thought I would love service charge as much as I did. After 3 years I then found myself looking for a new challenge and was approached and invited to interview at CP and the rest is history! CP has allowed me to continue to work in my ideal sector whilst funding my studies to become a chartered accountant.

What kind of projects have you been involved in?

I mainly work on our commercial portfolio with a few residential sites thrown in here and there, every day is different!

I enjoy speaking to and meeting new people which has led to me being involved in the training of new members of the Service Charge team and giving support where possible.

What’s on top of your bucket list?

Travelling, anywhere and everywhere!

What do you do?

I am a Senior Associate within the Service Charge team at CP. I manage a number of clients in my position and within service charge these clients are managing agents. We are appointed by these managing agents to prepare and certify service charge accounts for both commercial and residential sites. My day-to-day role involves dealing with several of the clients needs which will involve reviewing service charge expenditure and raising any queries where necessary.

Why do you do it?

When I was first starting out as an accountant as a teenager, I had the opportunity to work within different teams within the business. Service charge was something I was not expecting to like but soon enough I began to really enjoy it! It is a real niche area of accounting and is very interesting when you begin to really understand it. Long story short, I have been working within service charge for 7 years and have loved every minute.

What kind of projects have you been involved in?

Based on the structure of our team, everyday is a new challenge. You may find yourself working on different clients/projects from one week to the next. This helps us understand the business as a whole and gain experience with different client.

What’s on top of your bucket list?

It’s very hard to pin-point one. I have lots of bucket list ideas! If I was put on the spot, I think I would have to say: I would really love to surf a wave in Hawaii! Don’t ask me why, I have never surfed in my life, but I guess that’s why its top of my bucket list.

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