Forvis Mazars cares about your career progression, offering individually designed career paths that help you pursue your interests, match your changing needs, and explore your true potential. We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to constantly update and grow your skills for lifelong professional development. Job Purpose You will be responsible for delivering proactive, high quality and value-added assurance services over compliance with respective grant making bodies/donor rules and requirements for grants awarded for agreed projects/outputs for public and private sector organisations nationally. The role will principally involve working with the Grants Assurance Manager to plan, co-ordinate and deliver grant verification reviews. This will include planning and liaison with the grantee, preparation of working papers, briefing the team and leading fieldwork as well as quality assurance of work, providing feedback and reporting of the work. You will also have the opportunity to play a key role in development and delivery of training alongside business development activities ranging from proposals and events, to training grantee teams. The team has experienced strong growth in recent years and is well placed to build on this further with strong opportunities in the short to medium for further progression for successful candidates. You will also be expected to contribute to the wider success of the Risk Consulting service line and help in its continuous improvement. Whilst location is not currently an issue as such work is being conducted remotely, this role could therefore be based in Poole, London, Manchester or Birmingham, with travelling subject to client and business need. You will report to the Director and Partner responsible for Public Services work within Risk Consulting. Role & Responsibilities Co-ordination and support of the overall work programme for grant assurance Controlling grant assignments from planning through to preparation of certificates and draft reports in line with agreed timescales. Planning and performance of fieldwork including liaison with the grantee, briefing the team, as well as lead feedback meetings with the grantee Considering the needs and skills of those under supervision, organising tasks and responsibilities. Providing on-the-job training and supervision of junior team members during delivery of fieldwork. Building and maintaining strong working relationships with the grantee, ensuring any problems or requests are dealt with promptly. Maintaining control and stability under pressure whilst recognising the deadline or urgency to be dealt with. Assesses and produces high quality work in line with the Firm's policy and processes, meeting relevant regulatory requirements. Providing constructive feedback for the completion of team member performance appraisals. Assistance on other special assignments (e.g. other grant related assurance) as and when required. Ability to make confident and clear presentations of service features and benefits to providers. Ensures that the services provided are genuinely appropriate for the grantee. Identify opportunities and prospects for new work. Support in development and delivery of training alongside review and improvements to methodologies. Ensure standards and procedures maintained by whole team. Skills, Knowledge & Experience Knowledge of grant funding and regulatory environment or external audit (mandatory) Holds CCAB (i.e.) ACA, CA, ACCA, IIA or other relevant qualification Good interpersonal and client handling skills Experience of managing, training and coaching junior staff. Excellent written and verbal communication and presentation skills. Actively seeks to enhance expertise and knowledge. Ability to develop new initiatives and methodologies. High attention to detail Ability to identify issues through sound analysis and application of technical skills in all situations. Provides assistance, shares experience, provides meaningful feedback and proactively supports the development of others. Takes ownership of projects, effectively delegates to others within the team and takes responsibility for quality control. Begins to develop a network of client contacts and contacts in the wider market. About Forvis Mazars Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories. Both member firms share a commitment to providing an unmatched client experience, delivering audit & assurance, tax and advisory services around the world. Together, our strategic vision strives to move our clients, people, industry and communities forward. Through our reach and areas of expertise, we help organisations respond to emerging sustainability issues in the global marketplace including human rights, climate change, environmental impacts and culture. We are one diverse, multicultural, multi-generational team with a huge sense of connection and belonging. This is a place where you can take ownership of your career, get involved, believe in yourself and put your ideas into action. At Forvis Mazars, we empower our people and celebrate individuality. We thrive on teamwork and are agile. We have bold foresight and give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and have a deeper understanding, to help make an impact so that everyone can reach their full potential. Being inclusive is core to our culture at Forvis Mazars; we want to ensure everyone, whether in the recruitment process or beyond is fully supported to be their unique self. To read more about our approach click here . Our aim is to make the recruitment process as accessible and inclusive as possible - please contact us to discuss any changes you may require so we can work with you to support you throughout your application. Visit to learn more.
Oct 10, 2025
Full time
Forvis Mazars cares about your career progression, offering individually designed career paths that help you pursue your interests, match your changing needs, and explore your true potential. We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to constantly update and grow your skills for lifelong professional development. Job Purpose You will be responsible for delivering proactive, high quality and value-added assurance services over compliance with respective grant making bodies/donor rules and requirements for grants awarded for agreed projects/outputs for public and private sector organisations nationally. The role will principally involve working with the Grants Assurance Manager to plan, co-ordinate and deliver grant verification reviews. This will include planning and liaison with the grantee, preparation of working papers, briefing the team and leading fieldwork as well as quality assurance of work, providing feedback and reporting of the work. You will also have the opportunity to play a key role in development and delivery of training alongside business development activities ranging from proposals and events, to training grantee teams. The team has experienced strong growth in recent years and is well placed to build on this further with strong opportunities in the short to medium for further progression for successful candidates. You will also be expected to contribute to the wider success of the Risk Consulting service line and help in its continuous improvement. Whilst location is not currently an issue as such work is being conducted remotely, this role could therefore be based in Poole, London, Manchester or Birmingham, with travelling subject to client and business need. You will report to the Director and Partner responsible for Public Services work within Risk Consulting. Role & Responsibilities Co-ordination and support of the overall work programme for grant assurance Controlling grant assignments from planning through to preparation of certificates and draft reports in line with agreed timescales. Planning and performance of fieldwork including liaison with the grantee, briefing the team, as well as lead feedback meetings with the grantee Considering the needs and skills of those under supervision, organising tasks and responsibilities. Providing on-the-job training and supervision of junior team members during delivery of fieldwork. Building and maintaining strong working relationships with the grantee, ensuring any problems or requests are dealt with promptly. Maintaining control and stability under pressure whilst recognising the deadline or urgency to be dealt with. Assesses and produces high quality work in line with the Firm's policy and processes, meeting relevant regulatory requirements. Providing constructive feedback for the completion of team member performance appraisals. Assistance on other special assignments (e.g. other grant related assurance) as and when required. Ability to make confident and clear presentations of service features and benefits to providers. Ensures that the services provided are genuinely appropriate for the grantee. Identify opportunities and prospects for new work. Support in development and delivery of training alongside review and improvements to methodologies. Ensure standards and procedures maintained by whole team. Skills, Knowledge & Experience Knowledge of grant funding and regulatory environment or external audit (mandatory) Holds CCAB (i.e.) ACA, CA, ACCA, IIA or other relevant qualification Good interpersonal and client handling skills Experience of managing, training and coaching junior staff. Excellent written and verbal communication and presentation skills. Actively seeks to enhance expertise and knowledge. Ability to develop new initiatives and methodologies. High attention to detail Ability to identify issues through sound analysis and application of technical skills in all situations. Provides assistance, shares experience, provides meaningful feedback and proactively supports the development of others. Takes ownership of projects, effectively delegates to others within the team and takes responsibility for quality control. Begins to develop a network of client contacts and contacts in the wider market. About Forvis Mazars Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories. Both member firms share a commitment to providing an unmatched client experience, delivering audit & assurance, tax and advisory services around the world. Together, our strategic vision strives to move our clients, people, industry and communities forward. Through our reach and areas of expertise, we help organisations respond to emerging sustainability issues in the global marketplace including human rights, climate change, environmental impacts and culture. We are one diverse, multicultural, multi-generational team with a huge sense of connection and belonging. This is a place where you can take ownership of your career, get involved, believe in yourself and put your ideas into action. At Forvis Mazars, we empower our people and celebrate individuality. We thrive on teamwork and are agile. We have bold foresight and give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and have a deeper understanding, to help make an impact so that everyone can reach their full potential. Being inclusive is core to our culture at Forvis Mazars; we want to ensure everyone, whether in the recruitment process or beyond is fully supported to be their unique self. To read more about our approach click here . Our aim is to make the recruitment process as accessible and inclusive as possible - please contact us to discuss any changes you may require so we can work with you to support you throughout your application. Visit to learn more.
Senior Operations Officer Location: Sark, Channel Islands Salary: £33k to £45k based on previous skills and experience Contract: Two-year fixed term Application Deadline: 12 noon, Friday 7th November 2025 Nestled between England and France, Sark is known as the jewel of the Channel Islands. Car-free roads, quirky charm, stunning scenery and renowned starry skies are some of the reasons why Sark is a one-of-a-kind place to live, visit and work. As a self-governing jurisdiction within the Bailiwick of Guernsey, Sark has its own parliament, legal system and administrative structure. Its eighteen elected members serve both local and national functions, supported by a small team of officers who play a vital role in the day-to-day delivery of public services. As part of our ongoing efforts to modernise Sark's public service, we are seeking a second Senior Operations Officer (SOO) to join our team. Working closely with their fellow SOO in a joint leadership team, Committee Office colleagues and the Treasury / finance functions, this role will deliver a wide range of civil service responsibilities, from instructing lawyers on legislation, 'day to day' administration to work on priority projects, such as, public engagement on a new taxation system and a move to a community owned energy provider. Applications, consisting of a covering letter with a CV, should be submitted to by 12 noon, Friday 7th November 2025. This role is based on Sark and applicants will be required to relocate (if not already living on the island). Applicants must have right to work in the UK (confirmation may be required) and a police disclosure / criminal records check sought. Key responsibilities • Deliver and coordinate the implementation of decisions made by Chief Pleas and its Committees • A wide range of civil service responsibilities, from instructing lawyers on legislation, 'day to day' administration to work on priority projects • Provide operational leadership and manage administrative services to support the effective functioning of government • Line managing the Committee Support Officers, ensuring high-quality committee servicing and governance support • Draft operational policies and frameworks as directed by elected officials across property, finance, HR and compliance areas • Coordinate reform work in areas such as taxation and energy, ensuring effective delivery of agreed priorities • Act as a liaison with Guernsey, the UK, and other external jurisdictions on behalf of Chief Pleas • Manage government communications to ensure accurate representation of Committee decisions and engagement with stakeholders • Maintain accurate records and improve administrative systems to support decision-making and compliance • Support organisational change and service improvement as directed by elected leadership Key focus areas • Tax System Review: working with the Treasury, the Tax Assessor and a tax advisor to coordinate the delivery of approved reforms and provide operational support. • Energy Initiatives: support the implementation of policy decisions related to energy and the move to a sustainable green transition. • Government Communications: represent and communicate Committee decisions clearly and consistently to internal and external audiences. Skills and experience • Senior-level experience in public or private sector operations • Proven ability to manage teams and deliver complex projects • Strong understanding of governance and policy implementation • Excellent interpersonal and communication skills, particularly in supporting decision-makers • Experience in instructing lawyers on complex topics and building relationships with legal colleagues • Strong organisational, financial, and planning capability • High digital literacy, including Microsoft Office proficiency and website tools • Professionalism, confidentiality and sound judgement • Experience supporting elected officials or working in a political administrative environment • Understanding of small jurisdiction governance or public administration in remote communities • Familiarity with taxation systems, energy policy or regulatory compliance • Legal or project/change management background Personal qualities • Adaptable and pragmatic in responding to evolving priorities • Supportive and respectful of elected decisionmakers and democratic processes • Team-oriented, collaborative and resilient under pressure • Committed to public service and community engagement • Comfortable with life and work in a small, close-knit island setting Additional information • The role is full-time and based on Sark; you must be able to live in the UK to take up this role. • A relocation allowance may be available.
Oct 10, 2025
Full time
Senior Operations Officer Location: Sark, Channel Islands Salary: £33k to £45k based on previous skills and experience Contract: Two-year fixed term Application Deadline: 12 noon, Friday 7th November 2025 Nestled between England and France, Sark is known as the jewel of the Channel Islands. Car-free roads, quirky charm, stunning scenery and renowned starry skies are some of the reasons why Sark is a one-of-a-kind place to live, visit and work. As a self-governing jurisdiction within the Bailiwick of Guernsey, Sark has its own parliament, legal system and administrative structure. Its eighteen elected members serve both local and national functions, supported by a small team of officers who play a vital role in the day-to-day delivery of public services. As part of our ongoing efforts to modernise Sark's public service, we are seeking a second Senior Operations Officer (SOO) to join our team. Working closely with their fellow SOO in a joint leadership team, Committee Office colleagues and the Treasury / finance functions, this role will deliver a wide range of civil service responsibilities, from instructing lawyers on legislation, 'day to day' administration to work on priority projects, such as, public engagement on a new taxation system and a move to a community owned energy provider. Applications, consisting of a covering letter with a CV, should be submitted to by 12 noon, Friday 7th November 2025. This role is based on Sark and applicants will be required to relocate (if not already living on the island). Applicants must have right to work in the UK (confirmation may be required) and a police disclosure / criminal records check sought. Key responsibilities • Deliver and coordinate the implementation of decisions made by Chief Pleas and its Committees • A wide range of civil service responsibilities, from instructing lawyers on legislation, 'day to day' administration to work on priority projects • Provide operational leadership and manage administrative services to support the effective functioning of government • Line managing the Committee Support Officers, ensuring high-quality committee servicing and governance support • Draft operational policies and frameworks as directed by elected officials across property, finance, HR and compliance areas • Coordinate reform work in areas such as taxation and energy, ensuring effective delivery of agreed priorities • Act as a liaison with Guernsey, the UK, and other external jurisdictions on behalf of Chief Pleas • Manage government communications to ensure accurate representation of Committee decisions and engagement with stakeholders • Maintain accurate records and improve administrative systems to support decision-making and compliance • Support organisational change and service improvement as directed by elected leadership Key focus areas • Tax System Review: working with the Treasury, the Tax Assessor and a tax advisor to coordinate the delivery of approved reforms and provide operational support. • Energy Initiatives: support the implementation of policy decisions related to energy and the move to a sustainable green transition. • Government Communications: represent and communicate Committee decisions clearly and consistently to internal and external audiences. Skills and experience • Senior-level experience in public or private sector operations • Proven ability to manage teams and deliver complex projects • Strong understanding of governance and policy implementation • Excellent interpersonal and communication skills, particularly in supporting decision-makers • Experience in instructing lawyers on complex topics and building relationships with legal colleagues • Strong organisational, financial, and planning capability • High digital literacy, including Microsoft Office proficiency and website tools • Professionalism, confidentiality and sound judgement • Experience supporting elected officials or working in a political administrative environment • Understanding of small jurisdiction governance or public administration in remote communities • Familiarity with taxation systems, energy policy or regulatory compliance • Legal or project/change management background Personal qualities • Adaptable and pragmatic in responding to evolving priorities • Supportive and respectful of elected decisionmakers and democratic processes • Team-oriented, collaborative and resilient under pressure • Committed to public service and community engagement • Comfortable with life and work in a small, close-knit island setting Additional information • The role is full-time and based on Sark; you must be able to live in the UK to take up this role. • A relocation allowance may be available.
Business Development Manager Part-time (3 days per week) 200 per day Remote role Grafton Recruitment is delighted to be partnering with a growing professional services organisation seeking an experienced Business Development Manager to join on a part-time contract basis (3 days per week). The company provides advisory, tax, accounting and payroll services, helping businesses plan, grow and achieve long-term success. This is a flexible contracting position where you will be responsible for creating and delivering business growth opportunities. The role involves identifying prospects, converting leads into clients and maintaining strong relationships. You will be working closely to with the leadership team to ensure commercial objectives are met. THE ROLE: Some of your responsibilities as a Business Development Manager: Developing and implementing strategies to attract new clients. Conducting research to identify market opportunities. Managing and strengthening client relationships. Supporting directors with proposals, client presentations, and collaboration with different teams within the company to meet business objectives. THE CANDIDATE: Strong experience in business development and sales within services (not products). Ability to build trust and long-term value with clients. Clear and professional communication skills. Ability to work on your own initiatives as well as part of the team. Background in financial or professional services. Proficiency in Microsoft Office 365 required. HOW TO APPLY: To be considered for this role, please click on the link provided. If you would like any further information about this vacancy before applying, please feel free to contact Matthew Foster on: (url removed) We are happy to provide application and/or accessibility support, please contact your Marks Sattin or Grafton consultant directly to discuss your needs. We're committed to protecting the privacy of all our candidates and clients, please visit (url removed) and (url removed) for our privacy policy.
Oct 09, 2025
Contractor
Business Development Manager Part-time (3 days per week) 200 per day Remote role Grafton Recruitment is delighted to be partnering with a growing professional services organisation seeking an experienced Business Development Manager to join on a part-time contract basis (3 days per week). The company provides advisory, tax, accounting and payroll services, helping businesses plan, grow and achieve long-term success. This is a flexible contracting position where you will be responsible for creating and delivering business growth opportunities. The role involves identifying prospects, converting leads into clients and maintaining strong relationships. You will be working closely to with the leadership team to ensure commercial objectives are met. THE ROLE: Some of your responsibilities as a Business Development Manager: Developing and implementing strategies to attract new clients. Conducting research to identify market opportunities. Managing and strengthening client relationships. Supporting directors with proposals, client presentations, and collaboration with different teams within the company to meet business objectives. THE CANDIDATE: Strong experience in business development and sales within services (not products). Ability to build trust and long-term value with clients. Clear and professional communication skills. Ability to work on your own initiatives as well as part of the team. Background in financial or professional services. Proficiency in Microsoft Office 365 required. HOW TO APPLY: To be considered for this role, please click on the link provided. If you would like any further information about this vacancy before applying, please feel free to contact Matthew Foster on: (url removed) We are happy to provide application and/or accessibility support, please contact your Marks Sattin or Grafton consultant directly to discuss your needs. We're committed to protecting the privacy of all our candidates and clients, please visit (url removed) and (url removed) for our privacy policy.
Remote Tax Advisor - ATT/CTA Qualified Location: Remote (UK-based candidates only) Employment Type: Permanent Qualification Required: ATT or CTA qualified About the Role Our client is seeking a qualified tax advisor to join their growing team in a fully remote capacity. This is an exceptional opportunity for a tax professional who wants to focus purely on technical advisory work without the constraints of business development responsibilities or excessive administrative tasks. What You'll Do Provide expert tax advisory services across a diverse range of business and corporate tax matters Handle complex tax planning issues for a varied client portfolio Work on sophisticated tax structuring, reorganisations, and strategic planning initiatives Deliver high-quality technical advice on such topics as property tax, capital gains tax, and capital allowances Support clients with business asset disposal relief and other capital tax matters Collaborate with colleagues remotely while maintaining exceptional client service standards Essential Requirements ATT or CTA qualification (or very close to qualifying) Proven experience in business/corporate tax advisory work OR newly qualified with strong technical foundation Strong background servicing mixed client portfolios OR specialist focus on corporate tax Demonstrated advisory experience with ambition to develop further, OR established advisor seeking remote flexibility Located within the UK (visa sponsorship not available; overseas candidates cannot be considered) Excellent technical knowledge across multiple tax disciplines Ideal Experience Includes Property taxation and capital gains planning Corporate reorganisations and restructuring Capital allowances optimisation Business asset disposal relief and entrepreneurs' relief Tax efficient succession planning Commercial tax advisory across various sectors What We Offer Pure advisory focus - no business development requirements Minimal administrative burden - supported by dedicated admin team Complete remote working - work from anywhere in the UK Technical excellence - work on challenging, interesting cases Professional development - continued learning and career progression Competitive package - salary commensurate with experience Flexible approach - work-life balance prioritised Benefits Profit share 4% (has paid out last 5 years) 25 days annual leave rising to 28 Day off for Birthday (outside of allowance) Medicash health care cash back scheme Employee assistant program & app Death in service Access to CPD & Professional qualifications Ready to take your tax advisory career to the next level while enjoying the freedom of remote working? At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer. By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.
Oct 08, 2025
Full time
Remote Tax Advisor - ATT/CTA Qualified Location: Remote (UK-based candidates only) Employment Type: Permanent Qualification Required: ATT or CTA qualified About the Role Our client is seeking a qualified tax advisor to join their growing team in a fully remote capacity. This is an exceptional opportunity for a tax professional who wants to focus purely on technical advisory work without the constraints of business development responsibilities or excessive administrative tasks. What You'll Do Provide expert tax advisory services across a diverse range of business and corporate tax matters Handle complex tax planning issues for a varied client portfolio Work on sophisticated tax structuring, reorganisations, and strategic planning initiatives Deliver high-quality technical advice on such topics as property tax, capital gains tax, and capital allowances Support clients with business asset disposal relief and other capital tax matters Collaborate with colleagues remotely while maintaining exceptional client service standards Essential Requirements ATT or CTA qualification (or very close to qualifying) Proven experience in business/corporate tax advisory work OR newly qualified with strong technical foundation Strong background servicing mixed client portfolios OR specialist focus on corporate tax Demonstrated advisory experience with ambition to develop further, OR established advisor seeking remote flexibility Located within the UK (visa sponsorship not available; overseas candidates cannot be considered) Excellent technical knowledge across multiple tax disciplines Ideal Experience Includes Property taxation and capital gains planning Corporate reorganisations and restructuring Capital allowances optimisation Business asset disposal relief and entrepreneurs' relief Tax efficient succession planning Commercial tax advisory across various sectors What We Offer Pure advisory focus - no business development requirements Minimal administrative burden - supported by dedicated admin team Complete remote working - work from anywhere in the UK Technical excellence - work on challenging, interesting cases Professional development - continued learning and career progression Competitive package - salary commensurate with experience Flexible approach - work-life balance prioritised Benefits Profit share 4% (has paid out last 5 years) 25 days annual leave rising to 28 Day off for Birthday (outside of allowance) Medicash health care cash back scheme Employee assistant program & app Death in service Access to CPD & Professional qualifications Ready to take your tax advisory career to the next level while enjoying the freedom of remote working? At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer. By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.
Financial Controller Manchester/Remote - you will be expected to be in the office 2 times a week Up to £55 per hour (Inside IR35) - Based on a 37.50-hour work week Contract: Until the end of 2025 Overview Digital Skills is partnering with a global leader in the travel industry to hire an accomplished Tax Controller to oversee all tax accounting and compliance activities. You'll be the key point of accountability for tax operations - ensuring accuracy, compliance, and efficiency across all processes. The position involves close collaboration with senior Finance leaders and other business units, along with managing a small, high-performing team. This is an excellent opportunity for someone who enjoys combining hands-on technical work with leadership and continuous improvement. Key Responsibilities: Take ownership of day-to-day tax accounting and reporting activities. Oversee and approve VAT and GST submissions across multiple countries. Ensure the integrity of key balance sheet accounts and financial data. Deliver high-quality internal and external reports in line with deadlines and standards. Provide expert guidance to your team in resolving complex tax or accounting challenges. Partner with senior stakeholders across Finance and the wider business to support operational and strategic objectives. Liaise with external tax advisors and auditors on compliance matters and queries from tax authorities. Support the accounting function during monthly close and ensure strong team performance. Lead, motivate, and develop a small team, encouraging engagement and professional growth. Maintain full compliance with SOX, statutory audit, and other regulatory obligations. Identify opportunities to refine and streamline systems, controls, and workflows. Key Skills Significant experience in finance or accounting , ideally within a Big 4 firm or large international organisation. Deep understanding of indirect tax processes and compliance requirements. Working knowledge of US GAAP, IFRS , and SOX standards. Demonstrated success in leading and developing teams , fostering a culture of accountability and collaboration. Strong communication and organisational skills, with the ability to manage multiple priorities in a fast-paced environment. Confidence in engaging with and influencing senior stakeholders. A proactive, analytical, and solutions-focused mindset. Solid experience using financial systems - SAP experience is advantageous. If you believe your skills and aspirations align with this role, we encourage you to apply.
Oct 08, 2025
Contractor
Financial Controller Manchester/Remote - you will be expected to be in the office 2 times a week Up to £55 per hour (Inside IR35) - Based on a 37.50-hour work week Contract: Until the end of 2025 Overview Digital Skills is partnering with a global leader in the travel industry to hire an accomplished Tax Controller to oversee all tax accounting and compliance activities. You'll be the key point of accountability for tax operations - ensuring accuracy, compliance, and efficiency across all processes. The position involves close collaboration with senior Finance leaders and other business units, along with managing a small, high-performing team. This is an excellent opportunity for someone who enjoys combining hands-on technical work with leadership and continuous improvement. Key Responsibilities: Take ownership of day-to-day tax accounting and reporting activities. Oversee and approve VAT and GST submissions across multiple countries. Ensure the integrity of key balance sheet accounts and financial data. Deliver high-quality internal and external reports in line with deadlines and standards. Provide expert guidance to your team in resolving complex tax or accounting challenges. Partner with senior stakeholders across Finance and the wider business to support operational and strategic objectives. Liaise with external tax advisors and auditors on compliance matters and queries from tax authorities. Support the accounting function during monthly close and ensure strong team performance. Lead, motivate, and develop a small team, encouraging engagement and professional growth. Maintain full compliance with SOX, statutory audit, and other regulatory obligations. Identify opportunities to refine and streamline systems, controls, and workflows. Key Skills Significant experience in finance or accounting , ideally within a Big 4 firm or large international organisation. Deep understanding of indirect tax processes and compliance requirements. Working knowledge of US GAAP, IFRS , and SOX standards. Demonstrated success in leading and developing teams , fostering a culture of accountability and collaboration. Strong communication and organisational skills, with the ability to manage multiple priorities in a fast-paced environment. Confidence in engaging with and influencing senior stakeholders. A proactive, analytical, and solutions-focused mindset. Solid experience using financial systems - SAP experience is advantageous. If you believe your skills and aspirations align with this role, we encourage you to apply.
Key information Location: Scotland (remote), Manchester, Bristol, Newcastle, Nottingham, or London As this role will play a key part in developing upReach s presence in Scotland, applicants based in Scotland are particularly encouraged to apply. Hours: 37.5 hours per week (full time) Start date: ASAP (we are happy to work with notice periods) Duration: Permanent Salary: £36,340 - £41,065 per annum if based in London. £33,690 - £38,410 per annum if based in Scotland, Bristol, Manchester, Newcastle, or Nottingham, plus a £312 yearly tax-free work from home allowance. Application deadline: Wednesday 22nd October, 12pm About upReach Do you think that your socio-economic background should determine your career prospects? upReach s vision is of a society in which everybody has an equal opportunity to realise their full career potential. Our work is important because right now a student from disadvantaged background who gains a first-class degree from a top university is less likely to secure an elite job than a more privileged student with a 2.2. We are an award-winning charity employer working to address this issue in partnership with employers and universities. We help undergraduates from lower socioeconomic backgrounds achieve their career potential by providing an intensive programme of support that addresses socio-economic barriers to graduate employment. To find out more about how we support our students, visit our website and read our Annual Report, and Impact Report. Role Overview upReach is seeking to hire an Organisational Initiatives and Governance Manager. This is an exciting opportunity to work directly with upReach s Senior Leadership Team (SLT) on strategic projects, internal communication, governance, and other internal and external initiatives. The role will provide direct support to the SLT, building their capacity and enabling the charity to continue to grow and increase its impact. They will support the collection of key data for strategic decision making and take responsibility for regular and accurate reporting to our Boards, whilst also leading on the planning and delivery of several key projects. Projects they work on will include exploring how to best expand our work in Scotland and coordinating the cohesive delivery of work that falls under the umbrella of our Double Benefit approach. Whilst Governance and the support provided to the SLT will remain consistent in this role, organisational initiatives will change over time, depending on where it is agreed with the SLT that the ROI is greatest and can best achieve upReach s overarching mission. Core Responsibilities The Organisational Initiatives and Governance Manager will report to the Director of People and Strategy and work on initiatives and projects that the SLT believe will help us to best achieve our mission. In addition to this, the Organisational Initiatives and Governance Manager will also work closely with the SLT to provide governance and operational support. This will include coordinating with Trustees to organise the yearly calendar of governance events and preparing papers for Trustees, Advisory Board and Services meetings, including the Annual Report. This role will require influencing and collaboration in order to deliver upReach s mission through a range of stakeholders across the team. Core responsibilities will include: 1) Strategic Projects & Organisational Initiatives Be the operational driver of organisational initiatives, as agreed on by SLT, that have an impact on the success of upReach s mission and our impact on Associates across the country. Projects may be outward facing or operational in scope, depending on what is deemed to be of most importance at the time. They may also be at different stages in their life cycle, and as such, the role may require initial exploration phases, creation of implementation plans and the coordination of different teams to complete and assess success, as required by the specific initiative. Attending meetings and following up with key stakeholders to ensure the completion of relevant projects to a high standard. Collaborating with a variety of stakeholders to gather and report key information, along with recommendations, to the SLT or other senior managers. 2) Governance & Leadership Support Preparing papers and required documents for Trustees, Advisory Board and Services meetings, including the yearly Annual Report. This may also include supporting internal communications and calendar management for the SLT (for example, organising the yearly governance calendar). 3) National Development & Expansion Be the champion for upReach s national development strategy, ensuring there is understanding and buy-in across the team regarding the importance of upReach s growth outside of London with respect to social mobility coldspots and existing regional presence and tracking OKRs related to this. Drive plans regarding how best upReach can expand its work in Scotland. Having recently successfully registered as a Scottish charity we are exploring what expansion could and should look like, and this role will work on the practicalities regarding how upReach can sustainably support more students in Scotland. Pending approval of plans from the SLT and Board, the role would lead on enacting the agreed upon approach. Liaison with relevant departments to collaborate on prospect fundraising, university and employer partnerships, as well as student attraction and onboarding activities, will be required as part of this initiative. 4) Double Benefit Approach Have oversight of a cohesive, deliberate programme of Double Benefit effective practice at upReach, working across teams to do so. This will include: Supporting the Events team in the creation of the agenda and delivery of the annual Championing Change event in collaboration with Bank of America, bringing together employers across industries to promote inclusion and social mobility. Support work on policy being led by the Marketing and Communications Team to ensure it is cohesive with our wider Double Benefit approach. Coordinating with the Partnerships team regarding use of our Employer Engagement Toolkit and any bespoke consultancy or training requested. This role will also provide line management for 1-2 members of our Future Charity Leaders Programme one day per week, as they work on a six month rotation in the areas described above. Please note that it is not possible for the job description to cover the exhaustive list of responsibilities of your role due to the varied nature of the role, especially given the nature of this role to work on a range of projects and initiatives. As such, the job description aims to provide an overview of your remit and core responsibilities. Skills and Experience To be successful, it is anticipated that you would have experience: Working in a project management role, ideally within a charity Working with a variety of stakeholders and a demonstrated ability to influence and coordinate with different teams Researching and the ability to create a business case based on the research results Creating project plans and completing end to end project work Working in a fast-paced environment and working independently Previous experience working in charity governance or supporting senior leaders would be desirable, but is not essential. Team Culture & Benefits: We offer: Flexible and hybrid working. Statutory Holiday Entitlement of 25 days and bank holidays. This increases to 2 additional days after 2.5 years and then to 3 additional days after 5 years of working with us. Birthday leave and Voluntary leave Enhanced Parental Leave beyond statutory requirements for all team members. 3% Pension Contribution, which increased to 5% after 5 years of working with us. Cycle-to-work scheme. Monthly socials and annual wellbeing days Dedication to Staff Wellbeing through our Employee Assistance Programme and Mental Health First Aid Training. Personal Development Budget, activated after 6 months in the role. The opportunity to participate in our fantastic staff networks: Disability and Inclusion Network Diverse Roots Network Green Network LGBTQ+ Network Mindfulness Network Parents and Carers Network (Im)Migrants Network Ready to apply? We are committed to making our recruitment process inclusive. All applications will be blind screened, and our job packs are available in Braille, large text or another format upon request. We can provide reasonable adjustments throughout our recruitment application process and on the job, and we'll always endeavour to be as accommodating as possible. Applications close on Wednesday 22nd October at 12pm. EQUAL OPPORTUNITIES At upReach, we are committed to being an equal opportunities employer and do not discriminate in employment matters on the basis of race, ethnicity, religion, gender, age, disability, social background or any other protected class. We celebrate and value the diverse perspectives that people from all backgrounds bring to our team . click apply for full job details
Oct 08, 2025
Full time
Key information Location: Scotland (remote), Manchester, Bristol, Newcastle, Nottingham, or London As this role will play a key part in developing upReach s presence in Scotland, applicants based in Scotland are particularly encouraged to apply. Hours: 37.5 hours per week (full time) Start date: ASAP (we are happy to work with notice periods) Duration: Permanent Salary: £36,340 - £41,065 per annum if based in London. £33,690 - £38,410 per annum if based in Scotland, Bristol, Manchester, Newcastle, or Nottingham, plus a £312 yearly tax-free work from home allowance. Application deadline: Wednesday 22nd October, 12pm About upReach Do you think that your socio-economic background should determine your career prospects? upReach s vision is of a society in which everybody has an equal opportunity to realise their full career potential. Our work is important because right now a student from disadvantaged background who gains a first-class degree from a top university is less likely to secure an elite job than a more privileged student with a 2.2. We are an award-winning charity employer working to address this issue in partnership with employers and universities. We help undergraduates from lower socioeconomic backgrounds achieve their career potential by providing an intensive programme of support that addresses socio-economic barriers to graduate employment. To find out more about how we support our students, visit our website and read our Annual Report, and Impact Report. Role Overview upReach is seeking to hire an Organisational Initiatives and Governance Manager. This is an exciting opportunity to work directly with upReach s Senior Leadership Team (SLT) on strategic projects, internal communication, governance, and other internal and external initiatives. The role will provide direct support to the SLT, building their capacity and enabling the charity to continue to grow and increase its impact. They will support the collection of key data for strategic decision making and take responsibility for regular and accurate reporting to our Boards, whilst also leading on the planning and delivery of several key projects. Projects they work on will include exploring how to best expand our work in Scotland and coordinating the cohesive delivery of work that falls under the umbrella of our Double Benefit approach. Whilst Governance and the support provided to the SLT will remain consistent in this role, organisational initiatives will change over time, depending on where it is agreed with the SLT that the ROI is greatest and can best achieve upReach s overarching mission. Core Responsibilities The Organisational Initiatives and Governance Manager will report to the Director of People and Strategy and work on initiatives and projects that the SLT believe will help us to best achieve our mission. In addition to this, the Organisational Initiatives and Governance Manager will also work closely with the SLT to provide governance and operational support. This will include coordinating with Trustees to organise the yearly calendar of governance events and preparing papers for Trustees, Advisory Board and Services meetings, including the Annual Report. This role will require influencing and collaboration in order to deliver upReach s mission through a range of stakeholders across the team. Core responsibilities will include: 1) Strategic Projects & Organisational Initiatives Be the operational driver of organisational initiatives, as agreed on by SLT, that have an impact on the success of upReach s mission and our impact on Associates across the country. Projects may be outward facing or operational in scope, depending on what is deemed to be of most importance at the time. They may also be at different stages in their life cycle, and as such, the role may require initial exploration phases, creation of implementation plans and the coordination of different teams to complete and assess success, as required by the specific initiative. Attending meetings and following up with key stakeholders to ensure the completion of relevant projects to a high standard. Collaborating with a variety of stakeholders to gather and report key information, along with recommendations, to the SLT or other senior managers. 2) Governance & Leadership Support Preparing papers and required documents for Trustees, Advisory Board and Services meetings, including the yearly Annual Report. This may also include supporting internal communications and calendar management for the SLT (for example, organising the yearly governance calendar). 3) National Development & Expansion Be the champion for upReach s national development strategy, ensuring there is understanding and buy-in across the team regarding the importance of upReach s growth outside of London with respect to social mobility coldspots and existing regional presence and tracking OKRs related to this. Drive plans regarding how best upReach can expand its work in Scotland. Having recently successfully registered as a Scottish charity we are exploring what expansion could and should look like, and this role will work on the practicalities regarding how upReach can sustainably support more students in Scotland. Pending approval of plans from the SLT and Board, the role would lead on enacting the agreed upon approach. Liaison with relevant departments to collaborate on prospect fundraising, university and employer partnerships, as well as student attraction and onboarding activities, will be required as part of this initiative. 4) Double Benefit Approach Have oversight of a cohesive, deliberate programme of Double Benefit effective practice at upReach, working across teams to do so. This will include: Supporting the Events team in the creation of the agenda and delivery of the annual Championing Change event in collaboration with Bank of America, bringing together employers across industries to promote inclusion and social mobility. Support work on policy being led by the Marketing and Communications Team to ensure it is cohesive with our wider Double Benefit approach. Coordinating with the Partnerships team regarding use of our Employer Engagement Toolkit and any bespoke consultancy or training requested. This role will also provide line management for 1-2 members of our Future Charity Leaders Programme one day per week, as they work on a six month rotation in the areas described above. Please note that it is not possible for the job description to cover the exhaustive list of responsibilities of your role due to the varied nature of the role, especially given the nature of this role to work on a range of projects and initiatives. As such, the job description aims to provide an overview of your remit and core responsibilities. Skills and Experience To be successful, it is anticipated that you would have experience: Working in a project management role, ideally within a charity Working with a variety of stakeholders and a demonstrated ability to influence and coordinate with different teams Researching and the ability to create a business case based on the research results Creating project plans and completing end to end project work Working in a fast-paced environment and working independently Previous experience working in charity governance or supporting senior leaders would be desirable, but is not essential. Team Culture & Benefits: We offer: Flexible and hybrid working. Statutory Holiday Entitlement of 25 days and bank holidays. This increases to 2 additional days after 2.5 years and then to 3 additional days after 5 years of working with us. Birthday leave and Voluntary leave Enhanced Parental Leave beyond statutory requirements for all team members. 3% Pension Contribution, which increased to 5% after 5 years of working with us. Cycle-to-work scheme. Monthly socials and annual wellbeing days Dedication to Staff Wellbeing through our Employee Assistance Programme and Mental Health First Aid Training. Personal Development Budget, activated after 6 months in the role. The opportunity to participate in our fantastic staff networks: Disability and Inclusion Network Diverse Roots Network Green Network LGBTQ+ Network Mindfulness Network Parents and Carers Network (Im)Migrants Network Ready to apply? We are committed to making our recruitment process inclusive. All applications will be blind screened, and our job packs are available in Braille, large text or another format upon request. We can provide reasonable adjustments throughout our recruitment application process and on the job, and we'll always endeavour to be as accommodating as possible. Applications close on Wednesday 22nd October at 12pm. EQUAL OPPORTUNITIES At upReach, we are committed to being an equal opportunities employer and do not discriminate in employment matters on the basis of race, ethnicity, religion, gender, age, disability, social background or any other protected class. We celebrate and value the diverse perspectives that people from all backgrounds bring to our team . click apply for full job details
Paraplanner, Aylesbury Hybrid working (option to be fully remote) £40,000 - £60,000 This role is ideal for a Level 4 qualified paraplanner with a strong attention to detail and a passion for working as part of a close-knit, high-performing team. If you thrive on meaningful work, have experience supporting a wide range of clients, and want to play a key part in a company's growth, this could be the right move for you. You'll also benefit from a flexible, hybrid working arrangement once established in the role, with the option to work remotely. The Business This is a well-established chartered financial planning firm who are looking to grow. The firm is independent and provides a wide range of advice, to a wide range of clients. They operate as a small team within a larger business and are looking for a paraplanner to support the team and help them grow. The Role The firm are looking for a paraplanner to join them, help grow the business and get involved in all areas. You'll be joining a close knit team with plans in place to grow and you'll be involved in the center of that. You'll be getting involved with writing technical reports, carrying out in depth research and supporting the advisors in providing quality advice to their clients. Where required you may also get involved with more administrative work to support the advisor, such as prepping review packs. A typical day may involve liaising with providers, arranging appointments, supporting technical paraplanning, tax calculations and cashflow planning and ensuring internal standards/processes are followed. You'll also have the opportunity to contribute to ad-hoc projects that support. It's a role with structure but also the freedom to bring your own initiative. Benefits £40,000 - £60,000 salary (negotiable) Hybrid working and the option to be remote if desired Support for ongoing professional development and qualifications Opportunity to shape the role and grow with the business Flexible working hours Holiday Pensions scheme Sick pay Requirements Level four diploma, or working towards it Experience in paraplanning How to Apply If this sounds of interest, please click the apply button and we will get straight in touch. From there it would be an initial teams call with the business, followed by an in-person interview in the office.
Oct 08, 2025
Full time
Paraplanner, Aylesbury Hybrid working (option to be fully remote) £40,000 - £60,000 This role is ideal for a Level 4 qualified paraplanner with a strong attention to detail and a passion for working as part of a close-knit, high-performing team. If you thrive on meaningful work, have experience supporting a wide range of clients, and want to play a key part in a company's growth, this could be the right move for you. You'll also benefit from a flexible, hybrid working arrangement once established in the role, with the option to work remotely. The Business This is a well-established chartered financial planning firm who are looking to grow. The firm is independent and provides a wide range of advice, to a wide range of clients. They operate as a small team within a larger business and are looking for a paraplanner to support the team and help them grow. The Role The firm are looking for a paraplanner to join them, help grow the business and get involved in all areas. You'll be joining a close knit team with plans in place to grow and you'll be involved in the center of that. You'll be getting involved with writing technical reports, carrying out in depth research and supporting the advisors in providing quality advice to their clients. Where required you may also get involved with more administrative work to support the advisor, such as prepping review packs. A typical day may involve liaising with providers, arranging appointments, supporting technical paraplanning, tax calculations and cashflow planning and ensuring internal standards/processes are followed. You'll also have the opportunity to contribute to ad-hoc projects that support. It's a role with structure but also the freedom to bring your own initiative. Benefits £40,000 - £60,000 salary (negotiable) Hybrid working and the option to be remote if desired Support for ongoing professional development and qualifications Opportunity to shape the role and grow with the business Flexible working hours Holiday Pensions scheme Sick pay Requirements Level four diploma, or working towards it Experience in paraplanning How to Apply If this sounds of interest, please click the apply button and we will get straight in touch. From there it would be an initial teams call with the business, followed by an in-person interview in the office.
Paraplanner - Home-Based (UK Only) Salary: Up to £47,000 (negotiable) + bonus + excellent benefits MBF is working exclusively with one of the UK's largest and most respected Financial Planning organisations to recruit an experienced Home-Based Paraplanner . This role sits within the firm's dedicated remote Paraplanning team , providing high-quality technical support across a pool of experienced Financial Planners nationwide. You'll be part of a collaborative, forward-thinking team that shares best practice and supports one another to deliver exceptional client outcomes. Key Responsibilities Provide technical paraplanning support to a pool of Financial Planners across the business. Prepare and maintain suitability reports , cashflow models, and technical research to support financial advice. Work closely with Planners and Financial Planning Administrators to ensure a seamless client journey. Maintain up-to-date knowledge of financial planning, tax, pensions, investments, and protection products. Contribute to process improvements and knowledge sharing within the wider paraplanning team. What We're Looking For Diploma in Financial Planning (minimum qualification) . 3+ years' experience in a paraplanning role within a financial planning or wealth management environment. Strong technical knowledge, attention to detail, and an ability to manage multiple adviser relationships. Excellent communication and organisational skills, with a proactive, team-focused attitude. What's on Offer Fully home-based position - all equipment and software provided. A collaborative, team-based approach to paraplanning, supporting a wide range of advisers. Competitive salary up to £47,000 , plus bonus and a comprehensive benefits package. Genuine career progression opportunities - including advanced technical development and pathways toward advisory or managerial roles. The chance to join a market-leading firm that values its people, invests in their growth, and promotes a positive work-life balance.
Oct 07, 2025
Full time
Paraplanner - Home-Based (UK Only) Salary: Up to £47,000 (negotiable) + bonus + excellent benefits MBF is working exclusively with one of the UK's largest and most respected Financial Planning organisations to recruit an experienced Home-Based Paraplanner . This role sits within the firm's dedicated remote Paraplanning team , providing high-quality technical support across a pool of experienced Financial Planners nationwide. You'll be part of a collaborative, forward-thinking team that shares best practice and supports one another to deliver exceptional client outcomes. Key Responsibilities Provide technical paraplanning support to a pool of Financial Planners across the business. Prepare and maintain suitability reports , cashflow models, and technical research to support financial advice. Work closely with Planners and Financial Planning Administrators to ensure a seamless client journey. Maintain up-to-date knowledge of financial planning, tax, pensions, investments, and protection products. Contribute to process improvements and knowledge sharing within the wider paraplanning team. What We're Looking For Diploma in Financial Planning (minimum qualification) . 3+ years' experience in a paraplanning role within a financial planning or wealth management environment. Strong technical knowledge, attention to detail, and an ability to manage multiple adviser relationships. Excellent communication and organisational skills, with a proactive, team-focused attitude. What's on Offer Fully home-based position - all equipment and software provided. A collaborative, team-based approach to paraplanning, supporting a wide range of advisers. Competitive salary up to £47,000 , plus bonus and a comprehensive benefits package. Genuine career progression opportunities - including advanced technical development and pathways toward advisory or managerial roles. The chance to join a market-leading firm that values its people, invests in their growth, and promotes a positive work-life balance.
Paraplanner - Home-Based (UK Only) Salary: Up to £47,000 (negotiable) + bonus + excellent benefits MBF is working exclusively with one of the UK's largest and most respected Financial Planning organisations to recruit an experienced Home-Based Paraplanner . This role sits within the firm's dedicated remote Paraplanning team , providing high-quality technical support across a pool of experienced Financial Planners nationwide. You'll be part of a collaborative, forward-thinking team that shares best practice and supports one another to deliver exceptional client outcomes. Key Responsibilities Provide technical paraplanning support to a pool of Financial Planners across the business. Prepare and maintain suitability reports , cashflow models, and technical research to support financial advice. Work closely with Planners and Financial Planning Administrators to ensure a seamless client journey. Maintain up-to-date knowledge of financial planning, tax, pensions, investments, and protection products. Contribute to process improvements and knowledge sharing within the wider paraplanning team. What We're Looking For Diploma in Financial Planning (minimum qualification) . 3+ years' experience in a paraplanning role within a financial planning or wealth management environment. Strong technical knowledge, attention to detail, and an ability to manage multiple adviser relationships. Excellent communication and organisational skills, with a proactive, team-focused attitude. What's on Offer Fully home-based position - all equipment and software provided. A collaborative, team-based approach to paraplanning, supporting a wide range of advisers. Competitive salary up to £47,000 , plus bonus and a comprehensive benefits package. Genuine career progression opportunities - including advanced technical development and pathways toward advisory or managerial roles. The chance to join a market-leading firm that values its people, invests in their growth, and promotes a positive work-life balance
Oct 07, 2025
Full time
Paraplanner - Home-Based (UK Only) Salary: Up to £47,000 (negotiable) + bonus + excellent benefits MBF is working exclusively with one of the UK's largest and most respected Financial Planning organisations to recruit an experienced Home-Based Paraplanner . This role sits within the firm's dedicated remote Paraplanning team , providing high-quality technical support across a pool of experienced Financial Planners nationwide. You'll be part of a collaborative, forward-thinking team that shares best practice and supports one another to deliver exceptional client outcomes. Key Responsibilities Provide technical paraplanning support to a pool of Financial Planners across the business. Prepare and maintain suitability reports , cashflow models, and technical research to support financial advice. Work closely with Planners and Financial Planning Administrators to ensure a seamless client journey. Maintain up-to-date knowledge of financial planning, tax, pensions, investments, and protection products. Contribute to process improvements and knowledge sharing within the wider paraplanning team. What We're Looking For Diploma in Financial Planning (minimum qualification) . 3+ years' experience in a paraplanning role within a financial planning or wealth management environment. Strong technical knowledge, attention to detail, and an ability to manage multiple adviser relationships. Excellent communication and organisational skills, with a proactive, team-focused attitude. What's on Offer Fully home-based position - all equipment and software provided. A collaborative, team-based approach to paraplanning, supporting a wide range of advisers. Competitive salary up to £47,000 , plus bonus and a comprehensive benefits package. Genuine career progression opportunities - including advanced technical development and pathways toward advisory or managerial roles. The chance to join a market-leading firm that values its people, invests in their growth, and promotes a positive work-life balance
Remote Tax Advisor - ATT/CTA Qualified Location: Remote (UK-based candidates only) Employment Type: Permanent Qualification Required: ATT or CTA qualified About the Role Our client is seeking a qualified tax advisor to join their growing team in a fully remote capacity. This is an exceptional opportunity for a tax professional who wants to focus purely on technical advisory work without the constraints of business development responsibilities or excessive administrative tasks. What You'll Do Provide expert tax advisory services across a diverse range of business and corporate tax matters Handle complex tax planning issues for a varied client portfolio Work on sophisticated tax structuring, reorganisations, and strategic planning initiatives Deliver high-quality technical advice on such topics as property tax, capital gains tax, and capital allowances Support clients with business asset disposal relief and other capital tax matters Collaborate with colleagues remotely while maintaining exceptional client service standards Essential Requirements ATT or CTA qualification (or very close to qualifying) Proven experience in business/corporate tax advisory work OR newly qualified with strong technical foundation Strong background servicing mixed client portfolios OR specialist focus on corporate tax Demonstrated advisory experience with ambition to develop further, OR established advisor seeking remote flexibility Located within the UK (visa sponsorship not available; overseas candidates cannot be considered) Excellent technical knowledge across multiple tax disciplines Ideal Experience Includes Property taxation and capital gains planning Corporate reorganisations and restructuring Capital allowances optimisation Business asset disposal relief and entrepreneurs' relief Tax efficient succession planning Commercial tax advisory across various sectors What We Offer Pure advisory focus - no business development requirements Minimal administrative burden - supported by dedicated admin team Complete remote working - work from anywhere in the UK Technical excellence - work on challenging, interesting cases Professional development - continued learning and career progression Competitive package - salary commensurate with experience Flexible approach - work-life balance prioritised Benefits Profit share 4% (has paid out last 5 years) 25 days annual leave rising to 28 Day off for Birthday (outside of allowance) Medicash health care cash back scheme Employee assistant program & app Death in service Access to CPD & Professional qualifications Ready to take your tax advisory career to the next level while enjoying the freedom of remote working? At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer. By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.
Oct 07, 2025
Full time
Remote Tax Advisor - ATT/CTA Qualified Location: Remote (UK-based candidates only) Employment Type: Permanent Qualification Required: ATT or CTA qualified About the Role Our client is seeking a qualified tax advisor to join their growing team in a fully remote capacity. This is an exceptional opportunity for a tax professional who wants to focus purely on technical advisory work without the constraints of business development responsibilities or excessive administrative tasks. What You'll Do Provide expert tax advisory services across a diverse range of business and corporate tax matters Handle complex tax planning issues for a varied client portfolio Work on sophisticated tax structuring, reorganisations, and strategic planning initiatives Deliver high-quality technical advice on such topics as property tax, capital gains tax, and capital allowances Support clients with business asset disposal relief and other capital tax matters Collaborate with colleagues remotely while maintaining exceptional client service standards Essential Requirements ATT or CTA qualification (or very close to qualifying) Proven experience in business/corporate tax advisory work OR newly qualified with strong technical foundation Strong background servicing mixed client portfolios OR specialist focus on corporate tax Demonstrated advisory experience with ambition to develop further, OR established advisor seeking remote flexibility Located within the UK (visa sponsorship not available; overseas candidates cannot be considered) Excellent technical knowledge across multiple tax disciplines Ideal Experience Includes Property taxation and capital gains planning Corporate reorganisations and restructuring Capital allowances optimisation Business asset disposal relief and entrepreneurs' relief Tax efficient succession planning Commercial tax advisory across various sectors What We Offer Pure advisory focus - no business development requirements Minimal administrative burden - supported by dedicated admin team Complete remote working - work from anywhere in the UK Technical excellence - work on challenging, interesting cases Professional development - continued learning and career progression Competitive package - salary commensurate with experience Flexible approach - work-life balance prioritised Benefits Profit share 4% (has paid out last 5 years) 25 days annual leave rising to 28 Day off for Birthday (outside of allowance) Medicash health care cash back scheme Employee assistant program & app Death in service Access to CPD & Professional qualifications Ready to take your tax advisory career to the next level while enjoying the freedom of remote working? At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer. By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.
Paraplanner Location Edinburgh (hybrid) Salary Highly Competitive + excellent benefits package Hours - Full Time (hybrid / some remote working is an option for the right candidate) A highly successful large SJP Partner Practice with locations in Edinburgh and Stirling are looking to appoint an experienced Paraplanner /Financial Planning Analyst to join their growing team. You will be fully qualified, with fully funded support (and salary enhancements) available if you wish to progress to Chartered status. The role is to join the existing Paraplanning team, providing technical expertise to support and assist in the Advice process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. You will be working closely with the Advisory team, and their Administrators to ensure business is accurately and compliantly processed and CRM/back-office systems are correctly updated. As our Paraplanner /Financial Planning Analyst you will be on hand to give advice on technical queries and will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs. The Practice prides itself on offering a first-class service to all clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. Paraplanner /Financial Planning Analyst requirements You should be Diploma qualified and experienced Paraplanner with great report writing skills You will have experience of a variety of financial planning solutions including investment, retirement, tax, and estate planning You will have the skills and knowledge to prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models You will have excellent IT skills and be familiar with all major research systems (e.g. Analytics, Voyant etc) St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £190.2bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. If you would like further information on this role prior to applying, please contact us for an initial informal conversation. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page . Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Oct 07, 2025
Full time
Paraplanner Location Edinburgh (hybrid) Salary Highly Competitive + excellent benefits package Hours - Full Time (hybrid / some remote working is an option for the right candidate) A highly successful large SJP Partner Practice with locations in Edinburgh and Stirling are looking to appoint an experienced Paraplanner /Financial Planning Analyst to join their growing team. You will be fully qualified, with fully funded support (and salary enhancements) available if you wish to progress to Chartered status. The role is to join the existing Paraplanning team, providing technical expertise to support and assist in the Advice process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. You will be working closely with the Advisory team, and their Administrators to ensure business is accurately and compliantly processed and CRM/back-office systems are correctly updated. As our Paraplanner /Financial Planning Analyst you will be on hand to give advice on technical queries and will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs. The Practice prides itself on offering a first-class service to all clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. Paraplanner /Financial Planning Analyst requirements You should be Diploma qualified and experienced Paraplanner with great report writing skills You will have experience of a variety of financial planning solutions including investment, retirement, tax, and estate planning You will have the skills and knowledge to prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models You will have excellent IT skills and be familiar with all major research systems (e.g. Analytics, Voyant etc) St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £190.2bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. If you would like further information on this role prior to applying, please contact us for an initial informal conversation. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page . Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Remote Tax Specialist - Advisory Excellence Package: 47,500 + Performance Bonus + Comprehensive Benefits Location: Home-based (UK-wide) Experience Required: ATT qualified with strong advisory background Position Summary An exceptional opportunity exists for a technically astute Tax Specialist to join a market-leading consultancy team. You will deliver expert guidance to a diverse portfolio of accounting firms, from independent practitioners to major regional practices, tackling their most challenging fiscal complexities. This role demands someone who thrives on intellectual rigor and enjoys unraveling intricate taxation scenarios that require deep analytical thinking and comprehensive legislative knowledge. Primary Accountabilities Technical Consultation Deliver authoritative tax guidance via telephone and digital channels to professional clients Analyse complex scenarios, conduct comprehensive legislative analysis, and formulate detailed solutions Research emerging tax developments and interpret their practical implications for clients Build comprehensive case files with full statutory references and supporting documentation Strategic Advisory Services Evaluate client situations to identify opportunities for enhanced consultancy engagement Develop recommendations for specialised investigation projects and compliance reviews Lead complex consultancy assignments requiring advanced technical expertise Collaborate with colleagues on multi-disciplinary client solutions Knowledge Management Maintain cutting-edge expertise across all taxation domains through continuous professional development Monitor legislative changes, case law developments, and regulatory updates Contribute to internal knowledge resources and technical best practices Share insights with the broader consultancy team through regular knowledge exchange Candidate Requirements Professional Credentials Association of Taxation Technicians (ATT) certification or demonstrable equivalent expertise Minimum 3-5 years in taxation advisory capacity within practice environment, commerce, or revenue authority Proven track record in handling non-standard taxation matters requiring detailed analysis Experience in client-facing consultancy rather than transactional compliance work Technical Competencies Comprehensive understanding of UK taxation framework Advanced research capabilities using professional tax databases and primary legislation Strong analytical mindset with ability to synthesise complex information into clear recommendations Excellent written and verbal communication skills for professional audiences Personal Attributes Self-directed professional comfortable with autonomous working arrangements Intellectual curiosity and genuine enthusiasm for taxation challenges Detail-oriented approach with commitment to technical accuracy Commercial awareness and ability to identify business development opportunities At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer. By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.
Oct 07, 2025
Full time
Remote Tax Specialist - Advisory Excellence Package: 47,500 + Performance Bonus + Comprehensive Benefits Location: Home-based (UK-wide) Experience Required: ATT qualified with strong advisory background Position Summary An exceptional opportunity exists for a technically astute Tax Specialist to join a market-leading consultancy team. You will deliver expert guidance to a diverse portfolio of accounting firms, from independent practitioners to major regional practices, tackling their most challenging fiscal complexities. This role demands someone who thrives on intellectual rigor and enjoys unraveling intricate taxation scenarios that require deep analytical thinking and comprehensive legislative knowledge. Primary Accountabilities Technical Consultation Deliver authoritative tax guidance via telephone and digital channels to professional clients Analyse complex scenarios, conduct comprehensive legislative analysis, and formulate detailed solutions Research emerging tax developments and interpret their practical implications for clients Build comprehensive case files with full statutory references and supporting documentation Strategic Advisory Services Evaluate client situations to identify opportunities for enhanced consultancy engagement Develop recommendations for specialised investigation projects and compliance reviews Lead complex consultancy assignments requiring advanced technical expertise Collaborate with colleagues on multi-disciplinary client solutions Knowledge Management Maintain cutting-edge expertise across all taxation domains through continuous professional development Monitor legislative changes, case law developments, and regulatory updates Contribute to internal knowledge resources and technical best practices Share insights with the broader consultancy team through regular knowledge exchange Candidate Requirements Professional Credentials Association of Taxation Technicians (ATT) certification or demonstrable equivalent expertise Minimum 3-5 years in taxation advisory capacity within practice environment, commerce, or revenue authority Proven track record in handling non-standard taxation matters requiring detailed analysis Experience in client-facing consultancy rather than transactional compliance work Technical Competencies Comprehensive understanding of UK taxation framework Advanced research capabilities using professional tax databases and primary legislation Strong analytical mindset with ability to synthesise complex information into clear recommendations Excellent written and verbal communication skills for professional audiences Personal Attributes Self-directed professional comfortable with autonomous working arrangements Intellectual curiosity and genuine enthusiasm for taxation challenges Detail-oriented approach with commitment to technical accuracy Commercial awareness and ability to identify business development opportunities At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer. By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.
Heat Recruitment
Newcastle Upon Tyne, Tyne And Wear
Trainee Financial Adviser - Newcastle/North East/Remote This is an opportunity for someone Diploma Qualified with experience in paraplanning and back office administration to move into an adviser role within 6 months with support from an IFA. They are looking for someone with a good background in the industry and a desire to build up a client bank. What's on offer? Additional adviser bonus scheme 25 days holiday + 8 days bank holiday 5% company pension contribution Flexible medical package Monthly bonus payments on 3X validation of salary. This exciting role will see a trainee financial adviser join the existing team of advisers in providing excellent financial advice to several clients within a specified region. The incoming adviser will be given clients to service. To apply for the role you will have the required level 4 qualification and minimum experience of working within paraplanning. Principal Accountabilities / Main Responsibilities Providing 1st class advice to clients on wealth management covering pensions, investments, tax planning, savings and protection products. Working with the sizeable paraplanning and administration team to deliver timely reports and great customer service. The new adviser will be provided with a client bank, but they will be expected to grow the asset bank through bringing across additional assets where possible. Ability to learn and develop with the business as it grows. Trainee Financial Adviser - Newcastle/North-East/RemoteThis is an opportunity for someone Diploma Qualified with experience in paraplanning and back office administration to move into an adviser role within 6 months with support from an IFA. They are looking for someone with a good background in the industry and a desire to build up a client bank. What's on offer? Additional adviser bonus scheme 25 days holiday + 8 days bank holiday 5% company pension contribution Flexible medical package Monthly bonus payments on 3X validation of salary. This exciting role will see a trainee financial adviser join the existing team of advisers in providing excellent financial advice to several clients within a specified region. The incoming adviser will be given clients to service. To apply for the role you will have the required level 4 qualification and minimum experience of working within paraplanning. Principal Accountabilities / Main Responsibilities Providing 1st class advice to clients on wealth management covering pensions, investments, tax planning, savings and protection products. Working with the sizeable paraplanning and administration team to deliver timely reports and great customer service. The new adviser will be provided with a client bank, but they will be expected to grow the asset bank through bringing across additional assets where possible. Ability to learn and develop with the business as it grows. What next? Apply today to be considered for this trainee Financial Adviser opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career. Synonyms: Financial Planner, Financial Advisor, Financial Consultant, Wealth Manager. Financial adviser, Wealth Planner, IFA, financial planning, wealth management Trainee Financial Adviser - Tunbridge Wells/East SussexThis is an opportunity for someone Diploma Qualified with experience in paraplanning and back office administration to move into an adviser role within 6 months with support from an IFA. They are looking for someone with a good background in the industry and a desire to build up a client bank. What's on offer? Additional adviser bonus scheme 25 days holiday + 8 days bank holiday 5% company pension contribution Flexible medical package Monthly bonus payments on 3X validation of salary. This exciting role will see a trainee financial adviser join the existing team of advisers in providing excellent financial advice to several clients within a specified region. The incoming adviser will be given clients to service. To apply for the role you will have the required level 4 qualification and minimum experience of working within paraplanning. Principal Accountabilities / Main Responsibilities Providing 1st class advice to clients on wealth management covering pensions, investments, tax planning, savings and protection products. Working with the sizeable paraplanning and administration team to deliver timely reports and great customer service. The new adviser will be provided with a client bank, but they will be expected to grow the asset bank through bringing across additional assets where possible. Ability to learn and develop with the business as it grows. What next? Apply today to be considered for this trainee Financial Adviser opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career. Synonyms: Financial Planner, Financial Advisor, Financial Consultant, Wealth Manager. Financial adviser, Wealth Planner, IFA, financial planning, wealth management
Oct 07, 2025
Full time
Trainee Financial Adviser - Newcastle/North East/Remote This is an opportunity for someone Diploma Qualified with experience in paraplanning and back office administration to move into an adviser role within 6 months with support from an IFA. They are looking for someone with a good background in the industry and a desire to build up a client bank. What's on offer? Additional adviser bonus scheme 25 days holiday + 8 days bank holiday 5% company pension contribution Flexible medical package Monthly bonus payments on 3X validation of salary. This exciting role will see a trainee financial adviser join the existing team of advisers in providing excellent financial advice to several clients within a specified region. The incoming adviser will be given clients to service. To apply for the role you will have the required level 4 qualification and minimum experience of working within paraplanning. Principal Accountabilities / Main Responsibilities Providing 1st class advice to clients on wealth management covering pensions, investments, tax planning, savings and protection products. Working with the sizeable paraplanning and administration team to deliver timely reports and great customer service. The new adviser will be provided with a client bank, but they will be expected to grow the asset bank through bringing across additional assets where possible. Ability to learn and develop with the business as it grows. Trainee Financial Adviser - Newcastle/North-East/RemoteThis is an opportunity for someone Diploma Qualified with experience in paraplanning and back office administration to move into an adviser role within 6 months with support from an IFA. They are looking for someone with a good background in the industry and a desire to build up a client bank. What's on offer? Additional adviser bonus scheme 25 days holiday + 8 days bank holiday 5% company pension contribution Flexible medical package Monthly bonus payments on 3X validation of salary. This exciting role will see a trainee financial adviser join the existing team of advisers in providing excellent financial advice to several clients within a specified region. The incoming adviser will be given clients to service. To apply for the role you will have the required level 4 qualification and minimum experience of working within paraplanning. Principal Accountabilities / Main Responsibilities Providing 1st class advice to clients on wealth management covering pensions, investments, tax planning, savings and protection products. Working with the sizeable paraplanning and administration team to deliver timely reports and great customer service. The new adviser will be provided with a client bank, but they will be expected to grow the asset bank through bringing across additional assets where possible. Ability to learn and develop with the business as it grows. What next? Apply today to be considered for this trainee Financial Adviser opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career. Synonyms: Financial Planner, Financial Advisor, Financial Consultant, Wealth Manager. Financial adviser, Wealth Planner, IFA, financial planning, wealth management Trainee Financial Adviser - Tunbridge Wells/East SussexThis is an opportunity for someone Diploma Qualified with experience in paraplanning and back office administration to move into an adviser role within 6 months with support from an IFA. They are looking for someone with a good background in the industry and a desire to build up a client bank. What's on offer? Additional adviser bonus scheme 25 days holiday + 8 days bank holiday 5% company pension contribution Flexible medical package Monthly bonus payments on 3X validation of salary. This exciting role will see a trainee financial adviser join the existing team of advisers in providing excellent financial advice to several clients within a specified region. The incoming adviser will be given clients to service. To apply for the role you will have the required level 4 qualification and minimum experience of working within paraplanning. Principal Accountabilities / Main Responsibilities Providing 1st class advice to clients on wealth management covering pensions, investments, tax planning, savings and protection products. Working with the sizeable paraplanning and administration team to deliver timely reports and great customer service. The new adviser will be provided with a client bank, but they will be expected to grow the asset bank through bringing across additional assets where possible. Ability to learn and develop with the business as it grows. What next? Apply today to be considered for this trainee Financial Adviser opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career. Synonyms: Financial Planner, Financial Advisor, Financial Consultant, Wealth Manager. Financial adviser, Wealth Planner, IFA, financial planning, wealth management
Financial Advisor 6 weeks Fully remote 600 per day The team require a Finance Advisor to read and understand regulations for IBCA compensation. They will then need to put together a document which advises those receiving compensation on how best to manage large sums of money (in terms of avoiding fraud, inheritance tax etc) Essential 1. Financial advisor experience ideally in a 121 setting 2. Able to demonstrate that they can comfortably come in, read and understand legislation and put into an easy to understand doc 3. Must have an understanding of compensation/fraud/Inheritance tax
Oct 07, 2025
Contractor
Financial Advisor 6 weeks Fully remote 600 per day The team require a Finance Advisor to read and understand regulations for IBCA compensation. They will then need to put together a document which advises those receiving compensation on how best to manage large sums of money (in terms of avoiding fraud, inheritance tax etc) Essential 1. Financial advisor experience ideally in a 121 setting 2. Able to demonstrate that they can comfortably come in, read and understand legislation and put into an easy to understand doc 3. Must have an understanding of compensation/fraud/Inheritance tax
Join a growing team at a hugely impressive and expanding Regional advisory business as a Paraplanner, where you will provide crucial technical and administrative support to financial advisers. This role is essential for creating accurate, compliant, and effective financial plans tailored to client needs, allowing advisers to focus more on client relationships and strategic advice. Day-to-day of the role: Research and Analysis: Conduct thorough research on financial products such as pensions, investments, and insurance to identify the best options for clients' financial goals. Using tools such as CashCalc, FE Analytics and Dynamic Planner Analyse market trends, fund performance, and investment strategies to support the adviser's recommendations. Perform detailed financial analyses including cash flow analysis, tax planning, retirement projections, and risk assessments. Utilise financial planning tools to create and update financial forecasts and manage client data. Suitability Reports: Draft detailed suitability reports explaining the rationale behind specific financial products or strategies recommended to clients. Ensure all reports and advice comply with regulatory standards and are aligned with clients' objectives, needs, and risk profiles. Regulatory Compliance and Risk Management: Maintain compliance with relevant financial regulations and anti-money laundering requirements. Keep client files audit-ready and ensure all financial recommendations are within regulatory limits. Advisers and Client Support: Provide technical support to financial advisers, assist with client communications, and coordinate with providers to gather necessary documents. Support client services by assisting with information gathering and submission of complex application forms. Continuous Learning and Development: Stay updated on changes in financial regulations, products, tax laws, and industry best practices. Engage in ongoing education to enhance technical expertise and compliance knowledge. Required Skills & Qualifications: Strong financial and regulatory knowledge with good industry awareness. Proven experience in paraplanning, including assisting financial advisers with cash flow models and drafting personalized financial plans. Proficiency in financial planning software. Excellent analytical, organisational, and multi-tasking skills. Strong written and verbal communication skills. Client-centric approach with attention to detail. Adaptability to both physical office and remote working environments. Qualifications: Level 4 or equivalent, working towards Level 6. To apply for the Paraplanner position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.
Oct 07, 2025
Full time
Join a growing team at a hugely impressive and expanding Regional advisory business as a Paraplanner, where you will provide crucial technical and administrative support to financial advisers. This role is essential for creating accurate, compliant, and effective financial plans tailored to client needs, allowing advisers to focus more on client relationships and strategic advice. Day-to-day of the role: Research and Analysis: Conduct thorough research on financial products such as pensions, investments, and insurance to identify the best options for clients' financial goals. Using tools such as CashCalc, FE Analytics and Dynamic Planner Analyse market trends, fund performance, and investment strategies to support the adviser's recommendations. Perform detailed financial analyses including cash flow analysis, tax planning, retirement projections, and risk assessments. Utilise financial planning tools to create and update financial forecasts and manage client data. Suitability Reports: Draft detailed suitability reports explaining the rationale behind specific financial products or strategies recommended to clients. Ensure all reports and advice comply with regulatory standards and are aligned with clients' objectives, needs, and risk profiles. Regulatory Compliance and Risk Management: Maintain compliance with relevant financial regulations and anti-money laundering requirements. Keep client files audit-ready and ensure all financial recommendations are within regulatory limits. Advisers and Client Support: Provide technical support to financial advisers, assist with client communications, and coordinate with providers to gather necessary documents. Support client services by assisting with information gathering and submission of complex application forms. Continuous Learning and Development: Stay updated on changes in financial regulations, products, tax laws, and industry best practices. Engage in ongoing education to enhance technical expertise and compliance knowledge. Required Skills & Qualifications: Strong financial and regulatory knowledge with good industry awareness. Proven experience in paraplanning, including assisting financial advisers with cash flow models and drafting personalized financial plans. Proficiency in financial planning software. Excellent analytical, organisational, and multi-tasking skills. Strong written and verbal communication skills. Client-centric approach with attention to detail. Adaptability to both physical office and remote working environments. Qualifications: Level 4 or equivalent, working towards Level 6. To apply for the Paraplanner position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.
Remote-working Tax Advisor - Written Consultancy Work Your new company This is a great opportunity to become a Tax Advisor/Consultant at a very niche consultancy firm, which specialises in tax, accounting, and finance. The firm use their knowledge and expertise to share up-to-date information regarding any compliance or regulatory changes within tax, either via the phone or email. They provide these excellent services in as little as 30 minutes and work with over 5000 customers ranging from small independent firms to those in the Top 100. Your new role As a Tax Advisor/Consultant, you will be providing clients with tax advice and be responsible for the provision of written tax consultancy. Your everyday tasks will also include carrying out in-depth research, producing assignments, and undertaking reports, while ensuring that all facts are established and communicated clearly to the clients. You will also be collaborating with colleagues reviewing their reports where needed. You will be provided with a team of consultancy support co-ordinators who will handle all admin tasks, quotes, fee negotiations and sending work out, allowing you to focus on delivering written consultancy work What you'll need to succeed To be successful, you will have a solid grounding in providing tax advice from a personal, corporate or mixed tax perspective from practice, industry, or HMRC. The clients are also looking for candidates possessing relevant qualifications such as ATT, CTA or equivalent. Due to the nature of the job, there is a requirement to possess excellent written communication skills, to ensure that information is provided clearly and effectively. Finally, you will be motivated to achieve the best, and keep up to date with relevant legislation and laws. What you'll get in return Fully remote or hybrid working are both available in this role, along with no overtime or time sheets! The firm will offer you a competitive salary, and a great benefits package including access to an employee assistance programme, profit share, and rewards. You will also be working for a multi-award winning firm based in a brand new, state-of-the-art office with a supportive team and an environment encouraging growth and progression (for example by giving you access to CPD qualifications). What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Oct 07, 2025
Full time
Remote-working Tax Advisor - Written Consultancy Work Your new company This is a great opportunity to become a Tax Advisor/Consultant at a very niche consultancy firm, which specialises in tax, accounting, and finance. The firm use their knowledge and expertise to share up-to-date information regarding any compliance or regulatory changes within tax, either via the phone or email. They provide these excellent services in as little as 30 minutes and work with over 5000 customers ranging from small independent firms to those in the Top 100. Your new role As a Tax Advisor/Consultant, you will be providing clients with tax advice and be responsible for the provision of written tax consultancy. Your everyday tasks will also include carrying out in-depth research, producing assignments, and undertaking reports, while ensuring that all facts are established and communicated clearly to the clients. You will also be collaborating with colleagues reviewing their reports where needed. You will be provided with a team of consultancy support co-ordinators who will handle all admin tasks, quotes, fee negotiations and sending work out, allowing you to focus on delivering written consultancy work What you'll need to succeed To be successful, you will have a solid grounding in providing tax advice from a personal, corporate or mixed tax perspective from practice, industry, or HMRC. The clients are also looking for candidates possessing relevant qualifications such as ATT, CTA or equivalent. Due to the nature of the job, there is a requirement to possess excellent written communication skills, to ensure that information is provided clearly and effectively. Finally, you will be motivated to achieve the best, and keep up to date with relevant legislation and laws. What you'll get in return Fully remote or hybrid working are both available in this role, along with no overtime or time sheets! The firm will offer you a competitive salary, and a great benefits package including access to an employee assistance programme, profit share, and rewards. You will also be working for a multi-award winning firm based in a brand new, state-of-the-art office with a supportive team and an environment encouraging growth and progression (for example by giving you access to CPD qualifications). What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Tax Senior - Henley Practice Tax Senior Henley-On-Thames Permanent, Full-Time A well-established and dynamic company specialising in tax advisory and compliance services is seeking a highly motivated Tax Senior to join its team. The company provides bespoke tax solutions to a diverse client base, including small businesses, high-net-worth individuals, and multinational corporations.This role is integral to the organisation, offering the opportunity to work closely with clients, develop innovative tax strategies, and ensure compliance with relevant tax laws and regulations. The company fosters a collaborative and supportive work environment that encourages creativity, professional growth, and career advancement. Key Responsibilities: Completion and/or review of personal tax returns and computations. Completion and/or review of P11Ds and PSAs. Completion and/or review of corporation tax computations and returns. Supporting senior staff on technical tax advisory projects (if desired). Conducting ad hoc technical research and drafting advisory reports. Assisting with HMRC enquiries. ATED and employment-related securities returns. Collaborating with accounts and audit teams, as well as clients, on tax-related queries. Training junior members of staff and managing workflow. Knowledge & Experience: Previous tax compliance experience. CTA qualified or part-qualified (ATT, ACA, or ACCA qualified candidates with relevant tax experience will also be considered). CTA study package available for qualifying candidates. Remuneration & Benefits: Competitive salary, based on experience. Flexible and hybrid working arrangements, including flexitime and remote work options. Early office closure at 2:30 pm every Friday. Discretionary annual bonus. Pension scheme. 23 days annual leave (excluding bank holidays), increasing yearly up to 28 days. Quarterly social events. Access to an employee wellbeing and mental health program. Access to corporate reward schemes. Private medical insurance (following completion of the probationary period). Free onsite parking. This role offers an exciting opportunity for tax professionals looking to further their expertise in a supportive and forward-thinking environment. #
Oct 07, 2025
Full time
Tax Senior - Henley Practice Tax Senior Henley-On-Thames Permanent, Full-Time A well-established and dynamic company specialising in tax advisory and compliance services is seeking a highly motivated Tax Senior to join its team. The company provides bespoke tax solutions to a diverse client base, including small businesses, high-net-worth individuals, and multinational corporations.This role is integral to the organisation, offering the opportunity to work closely with clients, develop innovative tax strategies, and ensure compliance with relevant tax laws and regulations. The company fosters a collaborative and supportive work environment that encourages creativity, professional growth, and career advancement. Key Responsibilities: Completion and/or review of personal tax returns and computations. Completion and/or review of P11Ds and PSAs. Completion and/or review of corporation tax computations and returns. Supporting senior staff on technical tax advisory projects (if desired). Conducting ad hoc technical research and drafting advisory reports. Assisting with HMRC enquiries. ATED and employment-related securities returns. Collaborating with accounts and audit teams, as well as clients, on tax-related queries. Training junior members of staff and managing workflow. Knowledge & Experience: Previous tax compliance experience. CTA qualified or part-qualified (ATT, ACA, or ACCA qualified candidates with relevant tax experience will also be considered). CTA study package available for qualifying candidates. Remuneration & Benefits: Competitive salary, based on experience. Flexible and hybrid working arrangements, including flexitime and remote work options. Early office closure at 2:30 pm every Friday. Discretionary annual bonus. Pension scheme. 23 days annual leave (excluding bank holidays), increasing yearly up to 28 days. Quarterly social events. Access to an employee wellbeing and mental health program. Access to corporate reward schemes. Private medical insurance (following completion of the probationary period). Free onsite parking. This role offers an exciting opportunity for tax professionals looking to further their expertise in a supportive and forward-thinking environment. #
Associate Director - Private Companies Tax Advisory (Hybrid / Flexible Working) - Cambridge or London Associate Director - Private Companies Tax Advisory (Hybrid / Flexible Working)Location: Cambridge or London (Hybrid Work Available)Full-time or Part-time Options Considered A leading professional services firm is seeking an experienced tax advisor to join its Private Companies team at Associate Director level. You'll provide strategic tax advice across a variety of industries, supporting high-growth ventures, family-run enterprises, and PE-backed businesses on matters ranging from international expansion to exit planning. What You'll Be Doing Lead and deliver tax advisory projects across corporate restructures, acquisitions, and disposalsCoordinate international input and manage client relationshipsMentor junior team members and help grow the firm's presence in the private business sector What's in It for You?Rewarding compensation package tailored to experience and working arrangementsHybrid working between Cambridge or London offices and remotelyFlexible hours to suit your lifestyle-including 4-day weeks and tailored working patternsOpportunities to return to work after a career break, with coaching and support availableJoin a nationally recognised team offering career progression and impactful client work What You'll BringExtensive UK corporate tax experience (compliance, advisory, or transactions)Excellent stakeholder communication and a strong team ethosConfidence in managing complex projects and building new client relationships Ready to make a meaningful impact in one of the fastest growing areas of UK tax advisory? Please contact Cara Whyte in the strictest confidence. #
Oct 06, 2025
Full time
Associate Director - Private Companies Tax Advisory (Hybrid / Flexible Working) - Cambridge or London Associate Director - Private Companies Tax Advisory (Hybrid / Flexible Working)Location: Cambridge or London (Hybrid Work Available)Full-time or Part-time Options Considered A leading professional services firm is seeking an experienced tax advisor to join its Private Companies team at Associate Director level. You'll provide strategic tax advice across a variety of industries, supporting high-growth ventures, family-run enterprises, and PE-backed businesses on matters ranging from international expansion to exit planning. What You'll Be Doing Lead and deliver tax advisory projects across corporate restructures, acquisitions, and disposalsCoordinate international input and manage client relationshipsMentor junior team members and help grow the firm's presence in the private business sector What's in It for You?Rewarding compensation package tailored to experience and working arrangementsHybrid working between Cambridge or London offices and remotelyFlexible hours to suit your lifestyle-including 4-day weeks and tailored working patternsOpportunities to return to work after a career break, with coaching and support availableJoin a nationally recognised team offering career progression and impactful client work What You'll BringExtensive UK corporate tax experience (compliance, advisory, or transactions)Excellent stakeholder communication and a strong team ethosConfidence in managing complex projects and building new client relationships Ready to make a meaningful impact in one of the fastest growing areas of UK tax advisory? Please contact Cara Whyte in the strictest confidence. #
Audit Semi Senior Gatwick/Crawley Hybrid Working Full-Time Are you a part-qualified auditor ready to take the next step in your career with a firm that truly values your development and work-life balance? A growing and well-established accountancy practice in the South East is looking for a Part Qualified Audit Semi Senior to join their expanding Audit & Assurance team. With a new, modern office opening in Gatwick, this is a fantastic time to join a firm that blends technical excellence with a genuinely supportive and inclusive culture. The Opportunity: In this varied and client-facing role, you'll play a key part in delivering high-quality audit services to a wide range of ambitious businesses from growing international groups to well-established UK corporates. Working closely with audit managers and supporting junior team members, you ll gain hands-on experience across the full audit lifecycle, from planning through to completion. This position offers genuine progression, excellent mentoring, and the chance to be part of a collaborative and forward-thinking environment. What You ll Be Doing: Assisting in the delivery of audit assignments from planning through to finalisation Leading fieldwork on-site or remotely, ensuring audits are delivered on time and to a high standard Preparing financial statements under UK GAAP Reviewing the work of junior colleagues and supporting their development Building strong client relationships through clear communication and reliable service Working closely with internal teams across audit, tax, and advisory functions What We re Looking For: AAT qualified or part-qualified ACA/ACCA (ideally with the professional/applied stage completed) At least 18 months experience in audit within a UK accountancy practice Confidence in leading external audits and working under International Standards on Auditing Sound knowledge of UK GAAP and audit file preparation Strong communication skills and a proactive approach to teamwork Experience using Caseware and Mercia audit methodologies is beneficial but not essential UK work eligibility without restrictions What s on Offer: Competitive salary package Private medical insurance and pension matching Enhanced parental leave Agile working and generous holiday allowance Career development support, including coaching and exam support Wellbeing initiatives and paid volunteering days A brand-new, purpose-built office space with excellent transport links (opening 2026) Ready to Take the Next Step? This is a great opportunity to accelerate your audit career in a firm that values its people as much as its clients. If you're driven, detail-oriented, and ready to grow in a supportive and ambitious environment, we d love to hear from you. All enquiries will be handled in strict confidence.
Oct 06, 2025
Full time
Audit Semi Senior Gatwick/Crawley Hybrid Working Full-Time Are you a part-qualified auditor ready to take the next step in your career with a firm that truly values your development and work-life balance? A growing and well-established accountancy practice in the South East is looking for a Part Qualified Audit Semi Senior to join their expanding Audit & Assurance team. With a new, modern office opening in Gatwick, this is a fantastic time to join a firm that blends technical excellence with a genuinely supportive and inclusive culture. The Opportunity: In this varied and client-facing role, you'll play a key part in delivering high-quality audit services to a wide range of ambitious businesses from growing international groups to well-established UK corporates. Working closely with audit managers and supporting junior team members, you ll gain hands-on experience across the full audit lifecycle, from planning through to completion. This position offers genuine progression, excellent mentoring, and the chance to be part of a collaborative and forward-thinking environment. What You ll Be Doing: Assisting in the delivery of audit assignments from planning through to finalisation Leading fieldwork on-site or remotely, ensuring audits are delivered on time and to a high standard Preparing financial statements under UK GAAP Reviewing the work of junior colleagues and supporting their development Building strong client relationships through clear communication and reliable service Working closely with internal teams across audit, tax, and advisory functions What We re Looking For: AAT qualified or part-qualified ACA/ACCA (ideally with the professional/applied stage completed) At least 18 months experience in audit within a UK accountancy practice Confidence in leading external audits and working under International Standards on Auditing Sound knowledge of UK GAAP and audit file preparation Strong communication skills and a proactive approach to teamwork Experience using Caseware and Mercia audit methodologies is beneficial but not essential UK work eligibility without restrictions What s on Offer: Competitive salary package Private medical insurance and pension matching Enhanced parental leave Agile working and generous holiday allowance Career development support, including coaching and exam support Wellbeing initiatives and paid volunteering days A brand-new, purpose-built office space with excellent transport links (opening 2026) Ready to Take the Next Step? This is a great opportunity to accelerate your audit career in a firm that values its people as much as its clients. If you're driven, detail-oriented, and ready to grow in a supportive and ambitious environment, we d love to hear from you. All enquiries will be handled in strict confidence.
Financial Planner - HNW Clients Provided Chelmsford £80,000 + Bonus A growing wealth management firm is recruiting a Financial Planner to join its Chelmsford-based team (hybrid working). This is a high-potential role for an adviser who thrives in client engagement, relationship building, and growth-especially one looking to scale without having to source every lead from scratch. This role is ideal for a growth-oriented Financial Planner or Adviser who enjoys initial client meetings and excels in building trust-based relationships . The ideal person seeks to scale their business with a firm that gives them a strong initial client base, lead flow, and administrative support, rather than leaving them to generate everything independently. Key Proposition & Selling Points The adviser will be introduced to 40-50 existing clients within the firm, each with £500,000+ in Assets Under Management , enabling a strong foundation for referral-based growth. High-quality, qualified leads will also be provided, ensuring a steady pipeline of new business prospects. Full back-office support is offered, including paraplanning, administration, and compliance assistance, allowing the adviser to focus on client-facing activity. The firm's investment management and advice capabilities are backed by one of the UK's largest Chartered financial planning operations. The firm offers whole-of-market advice , is independent (not tied to product providers), and has built a strong reputation for client trust and service quality. Its managed investment portfolios have achieved a Defaqto 5-star rating for multiple consecutive years. The firm operates from 50+ locations nationwide and manages in excess of £20?billion of client investment funds. Responsibilities Deliver holistic financial planning to HNW and UHNW clients, advising on pensions, investments, tax planning, estate planning, and protection Execute comprehensive fact finds, analyse client circumstances, and design bespoke strategies Build and deepen long-term relationships with clients, based on trust, clarity, and exceptional service Leverage the provided client introductions and client relationships to generate referrals and expand the adviser's client bank Engage with new leads, conduct initial meetings, and convert to profitable client relationships Work closely with the paraplanning, admin, and compliance teams to deliver seamless client journeys Requirements Level 4 Diploma in Regulated Financial Planning (CII, CISI, or equivalent) Experience in a financial planning, advisory or IFA role Strong interpersonal, consulting and relationship-building skills Comfort working with leads, referrals, and warm introductions Ability to articulate complex financial strategies clearly to clients Compensation & Incentives Base Salary: Up to £80,000 , depending on experience Bonus: Up to 25% of base salary, awarded on ongoing advice fees Validation: Bonus scheme is structured on recurring revenue, with validation set at 1.25 base salary Client Bank Access: Introductions to 40-50 clients with £500,000+ AUM Support: Full back-office support, qualified leads, infrastructure and compliance assistance Professional Growth: CPD funding, mentoring, pathways to advanced credentials Work Structure: Hybrid working (Chelmsford base) with flexible remote/client visits as needed (2 to 3 days in the office)
Oct 06, 2025
Full time
Financial Planner - HNW Clients Provided Chelmsford £80,000 + Bonus A growing wealth management firm is recruiting a Financial Planner to join its Chelmsford-based team (hybrid working). This is a high-potential role for an adviser who thrives in client engagement, relationship building, and growth-especially one looking to scale without having to source every lead from scratch. This role is ideal for a growth-oriented Financial Planner or Adviser who enjoys initial client meetings and excels in building trust-based relationships . The ideal person seeks to scale their business with a firm that gives them a strong initial client base, lead flow, and administrative support, rather than leaving them to generate everything independently. Key Proposition & Selling Points The adviser will be introduced to 40-50 existing clients within the firm, each with £500,000+ in Assets Under Management , enabling a strong foundation for referral-based growth. High-quality, qualified leads will also be provided, ensuring a steady pipeline of new business prospects. Full back-office support is offered, including paraplanning, administration, and compliance assistance, allowing the adviser to focus on client-facing activity. The firm's investment management and advice capabilities are backed by one of the UK's largest Chartered financial planning operations. The firm offers whole-of-market advice , is independent (not tied to product providers), and has built a strong reputation for client trust and service quality. Its managed investment portfolios have achieved a Defaqto 5-star rating for multiple consecutive years. The firm operates from 50+ locations nationwide and manages in excess of £20?billion of client investment funds. Responsibilities Deliver holistic financial planning to HNW and UHNW clients, advising on pensions, investments, tax planning, estate planning, and protection Execute comprehensive fact finds, analyse client circumstances, and design bespoke strategies Build and deepen long-term relationships with clients, based on trust, clarity, and exceptional service Leverage the provided client introductions and client relationships to generate referrals and expand the adviser's client bank Engage with new leads, conduct initial meetings, and convert to profitable client relationships Work closely with the paraplanning, admin, and compliance teams to deliver seamless client journeys Requirements Level 4 Diploma in Regulated Financial Planning (CII, CISI, or equivalent) Experience in a financial planning, advisory or IFA role Strong interpersonal, consulting and relationship-building skills Comfort working with leads, referrals, and warm introductions Ability to articulate complex financial strategies clearly to clients Compensation & Incentives Base Salary: Up to £80,000 , depending on experience Bonus: Up to 25% of base salary, awarded on ongoing advice fees Validation: Bonus scheme is structured on recurring revenue, with validation set at 1.25 base salary Client Bank Access: Introductions to 40-50 clients with £500,000+ AUM Support: Full back-office support, qualified leads, infrastructure and compliance assistance Professional Growth: CPD funding, mentoring, pathways to advanced credentials Work Structure: Hybrid working (Chelmsford base) with flexible remote/client visits as needed (2 to 3 days in the office)
