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at a small very ‘grey’ high street accountancy, I really enjoyed the tax aspects of my role but felt the culture was outdated.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!
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