What is your role within RG?
I am a manager working within our Accounts and Outsourced Services division, looking after a variety of clients, particularly those in the agriculture and landed estates sector.
Tell me about your career to date…
I joined RG as a placement student in my third year of University, continued my employment during my final year and subsequently starting a training contract to become a Chartered Accountant after obtaining a First Class Honours degree in Mathematics.
I qualified as a Chartered Accountant in 2017 and I made the decision to work alongside Helen Pennock, our agriculture and landed estates partner, to enable me to become a specialist in the sector. I was subsequently promoted to Manager in 2019.
What does your current role involve?
Each and every day is different, which is great!
My main role is to manage our client portfolio, schedule and review work the team has prepared and produce detailed client meeting packs ahead of upcoming meetings.
I’m also a part of our agriculture and landed estates marketing team which involves producing bi-annual journals and regularly catching up with other professionals who also specialise in the sector.
What makes RG different?
I believe it’s the relationships we have with our clients: we are always on hand to support their needs.
Due to the breadth of our service offering we are able to provide advice on all relevant financial areas, ensuring each client receives the advice they require.
My 3 most notable achievements to date would be….
Achieving a First Class Honours degree in Mathematics.
Passing all 15 Chartered exams first time and becoming a Chartered accountant.
Being promoted to Manager within 21 months of obtaining my qualification.
Tell us about your day so far….
6.30 am: Wake up and get myself ready for the day ahead.
8.00 am: Catch-up with the team to ensure they have sufficient work, discuss deadlines and allocate further work based on the client information we have received this week.
9.00 am: Review of emails received today and respond to any urgent matters.
10.00 am: Attend a client meeting with a partner to discuss draft results, alongside potential tax planning opportunities and, discuss potential future tax changes.
12.00 pm: Review accounts adjustments processed by a member of the team and prepare a detailed meeting pack ahead of the client meeting in the coming week.
2.00 pm: Various client and staff calls, dealing with a variety of queries from the team as they prepare and adjust client accounts.
3.00 pm: Teams call with a member of our tax department to discuss the sale of a residential property, the information required and the 30 day CGT reporting requirement.
3.30 pm: Software training for new staff members on our document management system, preparing accounts and using our paperless accounting software.
5.00 pm to the end of the day: Further review of emails received, catch-up with Helen Pennock to discuss any urgent matters which have arisen and arranging my diary for tomorrow to ensure all deadlines are met.
What do you enjoy outside of work?
I am always spending time with friends, family and our amazing dog. I also enjoy going on as many holidays as possible and I can’t wait to tick more countries off my list once we can travel again.
I love to go to the gym and I’m currently training to ensure I am in the best possible shape for my wedding, which will hopefully go ahead in July.
And finally, leave us with one interesting fact about yourself…
I have an identical twin sister who I can’t go without speaking to or seeing, each and every day.