32 jobs found

Private Client Fee Earner Location: Birmingham Salary: 30,000 - 45,000 (dependent on experience) Job Type: Full-time, Permanent Bell Cornwall Recruitment are delighted to be working with a well-established, niche private client firm of solicitors based in Birmingham. This is an excellent opportunity for an experienced Private Client Fee Earner to join a supportive and highly regarded team, handling high-quality work within a specialist environment. The Role The successful candidate will manage a full and varied caseload of private client matters, providing expert legal advice with a strong focus on client care and attention to detail. Key Responsibilities Managing a full caseload of private client files from instruction through to completion, including: Wills Trusts and estate planning Lasting Powers of Attorney (LPAs) Probate and estate administration Drafting legal documents including Wills, LPAs, trusts, and associated documentation Advising clients on inheritance tax, estate planning, and wealth protection Handling probate applications and the administration of estates Liaising with clients, beneficiaries, HMRC, and third parties Preparing estate accounts and dealing with asset distribution Ensuring files are progressed efficiently and in line with regulatory requirements Maintaining high standards of client care, particularly when dealing with sensitive matters Managing billing, time recording, and contributing to departmental targets Supporting business development and maintaining strong client relationships About You Previous experience handling a private client caseload (Wills, Probate, Trusts, LPAs) Qualified Solicitor, Legal Executive, or experienced Fee Earner/Paralegal Ability to manage files independently with minimal supervision Strong technical knowledge of private client law Excellent communication and client care skills Highly organised with the ability to prioritise workload effectively The Firm This niche private client firm prides itself on delivering a personal, high-quality service to its clients. You will be joining a collaborative and professional environment with genuine opportunities for progression and development. Benefits Competitive salary based on experience ( 30,000 - 45,000) Supportive working environment Opportunities for career progression Ongoing professional development INDHP If you are an experienced Private Client Fee Earner looking to take the next step in your career within a specialist firm, we would love to hear from you. Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales

The role of Private Banking Manager in the financial services industry involves managing a portfolio of high-net-worth clients, providing tailored banking and financial solutions to meet their needs. Based in Winchester, this permanent position focuses on delivering exceptional customer service while growing and maintaining strong client relationships. Client Details This opportunity is with a well-established organisation within the financial services and banking industry. As a professional entity with a strong emphasis on client satisfaction, the company is known for its commitment to delivering personalised banking solutions. The organisation operates as part of a medium-sized enterprise with a reputable presence in its sector based on excellent customer relationships. Description The Private Banking Manager will have a strong focus on lending (mortgages), wealth and deposit growth, and managing all aspects of the customer relationship within the portfolio, including including preparation of credit applications and ensuring our clients have full knowledge of the Bank's services. Manage and grow a portfolio of high-net-worth clients, ensuring their financial needs are met with tailored solutions. Provide expert advice on a range of private banking products and services, including lending and investment opportunities. Develop and maintain long-term relationships with clients, ensuring a high level of satisfaction and trust. Proactively identify opportunities to grow the portfolio through networking and referrals. Collaborate with internal teams to ensure seamless service delivery and client satisfaction. Monitor and manage financial risks associated with client portfolios. Stay updated with industry regulations and ensure compliance with all relevant policies and procedures. Prepare detailed client reports and maintain accurate records of interactions and transactions. Profile A successful Private Banking Manager should have: Proven expertise in private banking, wealth management, or a related field within financial services. Proven experience of managing a customer portfolio, largely of professionals, business owners and high net worth individuals, ideally within a relationship-focused banking model, brokerage, independent financial advisory (IFA) or similar financial background. Familiarity with local market dynamics, professionals, existing broker networks A strong understanding of banking and financial products, including lending and investments. Experince of writing credit proposals and assessing credit worthiness Exceptional relationship management and interpersonal skills. Strong analytical and problem-solving abilities to provide tailored solutions to clients. Excellent communication and presentation skills. A client-focused approach with a commitment to delivering high-quality service. Professional qualifications in finance or banking are desirable. Job Offer Competitive salary 15% non contributory pension Generous annual holiday offering Profit share scheme Opportunities for professional growth within the financial services industry. Work in a supportive and professional environment in Winchester. Permanent role offering job security and career progression. If you are looking to advance your career as a Private Banking Manager in Winchester, we encourage you to apply and seize this rewarding opportunity today!

Private Client Solicitor Location: Leamington Spa Full-time Office-based I am currently working with a well-established and highly regarded law firm with a strong presence in Private Client law, who are looking to appoint an ambitious Private Client Solicitor to join their growing team. This is an excellent opportunity to join a firm known for its client-focused approach, high-quality work, and genuine investment in the development and progression of its people. You will play a key role in advising clients on a range of private client matters, including wealth management and estate planning, while also contributing to the continued growth of the department. This role would particularly suit someone who was hoping to step up this year and take on more responsibility - perhaps you ve just missed out on a promotion, or you re ready to be given more autonomy and recognition for your work. There is real scope here to take ownership, build your profile, and play a visible role in the team s success. The Role Manage your own caseload of private client matters in a timely and cost-effective manner while providing high-quality advice on wills, probate, estate planning and related matters. Build and maintain strong relationships with clients and referrers, and play a key role in business development this includes networking, leveraging local connections, and actively contributing to the growth of the department. You will be encouraged to develop your own client base, take ownership of relationships, and be commercially involved in shaping the team s success. You will also take financial responsibility for your matters, including billing and cash flow management, identify fee-earning opportunities, and support and mentor junior team members such as assistants and paralegals. Handle client enquiries across face-to-face, telephone and remote channels, ensure files are maintained accurately using case management systems, and stay up to date with legal developments within private client law. About You Qualified Solicitor with proven experience in Private Client law and strong technical knowledge across wills, probate and estate planning. Commercially aware with a genuine interest in business development and building client relationships, with the confidence to get involved in networking and growing a client base. Highly organised with strong attention to detail, confident working independently and as part of a team, and ideally with experience supporting or mentoring junior staff. What s on Offer Competitive salary and benefits package, option to buy or sell up to 3 days annual leave, additional leave over the Christmas period, your birthday off plus a birthday gift voucher, professional subscriptions paid, health cash plan, incentive schemes and referral bonuses, discounted legal fees, and regular team and office events. If you re a Private Client Solicitor looking for a step up in responsibility and the opportunity to play a more visible, commercially involved role within a supportive and growing team, I d be happy to share further details.

This role is perfect for a seasoned private client tax manager who excels at private client tax management and advisory services. As an Associate Director, you will be expected to provide innovative tax solutions and excellent client service, engage and mentor the wider team and join the senior leadership team as a fellow business developer. Client Details Our client is a leading player in the UK accountancy field, boasting a position within the Top-10 firms, in addition to being one of the UK's largest wealth managers. With an oustanding reputation, they have consistently delivered high-quality services to a diverse range of clients, earning them a sterling reputation in the industry. Description Would you like to join one of the largest accountancy practices in the area and become part of a friendly team with great spirit of working together within a Private Client Tax environment. The office is a 13 minute walk from Salisbury Train station and the office is situated in the centre of a lovely market town. You will be joining a team with a diverse portfolio with some complex issues to navigate. Known for its Landed Estates and rural businesses specialism the team act for a number of titled families. As an Associate Director you will be part of the advisory team to work on planning opportunities and work in a team delivering for a wide ranging portfolio of clients. You will also lead client relationships and be involved in meetings and projects for new and potential new clients. Key responsibilities: You will manage a portfolio of personal clients with complex tax affairs, HNWIs with a focus on Landed Estates, agricultural clients, entrepreneurs, Partnerships and Trusts. Taking ownership of advisory projects, attending and running client meeting and running client projects Maintaining strong relationships with clients and supporting senior members of the team to identify opportunities for new work. Developing the more junior team including providing timely feedback and assisting them with technical and personal development Profile A successful Associate Director - Private Client Tax should have: Significant experience working across tax planning/advisory projects You will have significant experience gained within another professional services firm and will have a sound knowledge and understanding of a variety of private client tax issues. People management and organisational experience Qualified Chartered Accountant and/or Chartered Tax Adviser - ACA / CTA Job Offer Competitive salary Private medical insurance Life assurance Pension contribution Hybrid working model (role dependant) Generous holiday package Option to purchase additional holiday Shared parental leave Our client is proud to value the differences that a diverse workforce brings, representative of society and their clients. Our client has a wide range of highly active employee resource groups and are currently delivering multiple diversity, equity and inclusion initiatives across the organisation. It is their commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. If you are seeking a challenging yet rewarding role in a leading professional services firm, look no further. Apply today to join our dedicated team in Salisbury.

Private Wealth Solicitor - Birmingham About the Opportunity: An exciting opportunity has arisen for an experienced Senior or Principal Associate to join a nationally recognised Private Wealth team, based in Birmingham that is at an exciting stage of development. The Role: You'll work with high-net-worth clients on complex and rewarding private wealth matters, including: Succession and estate planning Tax-efficient structures and asset protection Estate and trust administration You'll have the autonomy to lead on sophisticated cases, develop client relationships, mentor junior colleagues and play a key role in the continued strategic growth of the team. What We're Looking For: We're open-minded on PQE. Whether you're a senior associate looking for a step up or a principal associate seeking a new challenge, what matters most is: Strong technical expertise in private client work Commercial awareness and solution-focused thinking Excellent interpersonal skills and client relationship management What's On Offer? A growing, specialist private client team with national reach Genuine career progression within a high-performing group Flexible, hybrid working tailored to your lifestyle Collaborative, values-led culture Access to high-quality clients and complex work Apply : If you would like to hear more about this Private Wealth Solicitor role, please contact Rebecca Healey at G2 Legal Recruitment or apply online for a confidential discussion.

Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons The Value Creation Services team is an integral part of BDO's M&A and Deals offering. We advise businesses and private equity on operational improvement and growth opportunities to improve EBITDA and cash levels, maximise value and enhance overall performance. We support businesses to convert their strategic priorities into operational reality, with a core focus on delivering measurable value enhancement. Our sector-agnostic team operates on both the buy-side and sell-side M&A transactions, leads operational transformation initiatives for large businesses and private equity portfolio companies, and supports management teams in evaluating strategic options for their businesses. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working pro-actively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. Our service offerings include operational due diligence; separation & carve-out support; identification and implementation of EBITDA improvement programmes; working capital and cash optimisation; and advising on operational transformation. We are a small, dynamic and fast-growing team. Although team members are highly numerate, we approach our assignments from an operational and performance perspective and draw upon our considerable experience in industry and advisory work in support of this service. This experience includes having implementation experience. You will have; Requirements Hands-on knowledge and experience of transactions and business operations including front line and back-office functions across several business sectors Experience of working across one or all of Operational Due Diligence, Carve-out or Post-Merger Integration disciplines and engagements An understanding of the key operational working capital processes across order-to-cash, procure-to-pay and forecast-to-fulfil, including experience identifying and delivering initiatives to release cash. Experience conducting financial analysis of operational opportunities for EBITDA and cash improvements, within the context of the commercial requirements of the business Exposure to change management and experience of implementing value creation programmes High level of commercial acumen, showing an understanding of the commercial strategies and processes that drive business profitability, cash flow and value Strong intellectual base with well-developed analytical skills At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.

The Firm Our client, an award-winning and highly regarded international law firm, is seeking a professional Legal Secretary to join their Baker Street office. The Opportunity The ideal candidate will be an experienced and highly capable Legal Secretary, delivering first-class, client-focused secretarial and administrative support Associates within a busy and highly successful Private Wealth team. Duties to include: Monitor/oversee inboxes on team's behalf, during absence Monitor/oversee calendars, set up all meetings and related logistics, and ensure all arrangements are made Prepare, edit and proofread all work Manage/co-ordinate billing and compliance processes on behalf of team Submitting expense claim Managing telephone calls, taking accurate messages This Legal Secretary position is a full time, permanent role, working Monday - Friday, 9:30am -5:30pm Requirements At least 2 years previous Legal Secretary experience within a law firm Experience supporting a Private Client/Wealth team within a law firm (essential) Vacancy highlights Hybrid working (3 days based in the office and 2 days working from home) Excellent benefits package (health insurance, private medical care, season ticket loan and more) To be considered for this Legal Secretary opportunity please contact Birchrose Associates for a confidential discussion. Birchrose Associates, trading name of Huntress Search Ltd, acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.

General Practice Partner, Accountancy East Sussex Competitive package + clear pathway to equity We re working with a modern, ambitious accountancy and advisory firm looking to appoint a General Practice Partner in East Sussex. This is a genuine leadership opportunity with immediate portfolio ownership, real influence, and a clear route toward future equity participation. The incoming Partner will step into a substantial existing client base and help shape the next phase of growth alongside an established senior partner. This role will appeal to an experienced general practice professional who may already be operating at Partner level, but it could equally suit a high-performing Director, Associate or Senior Manager who is doing the job already and not getting the progression, trust or long-term opportunity they have earned. The brief specifically calls for someone with significant general practice experience, likely including time at a senior level, strong client relationship skills, and the credibility to grow a regional presence. Why this role stands out: • Genuine partnership-level influence from day one • A substantial portfolio to inherit, with allocated recurring fees expected to be around £1m. • Clear progression toward future equity • The chance to help lead an established East Sussex office alongside one other senior partner • Access to wider specialist services including tax advisory, corporate finance, financial planning and outsourced finance support • A real opportunity to deepen client relationships and unlock advisory work across an already strong client base • A modern firm investing in workflow, automation and AI-assisted practice operations • A business that already operates with significant offshore capability embedded into the delivery model, offering scale and broader support The opportunity: This is not a parked portfolio role. It is a chance to take ownership, build profile, strengthen client relationships, develop the team and play a visible part in growing a regional practice. The office has an established reputation across East Sussex and the wider South East, and there is real headroom to broaden client relationships and increase the value of the service offering. What you ll be doing: • Taking ownership of a significant general practice portfolio from day one • Acting as a trusted adviser to owner-managed businesses, entrepreneurial clients and private individuals • Overseeing accounts, corporation tax, personal tax and wider advisory matters across the portfolio • Identifying opportunities around tax planning, remuneration structuring, succession planning, cash extraction and broader strategic advice • Connecting clients with in-house specialists across corporate finance, wealth, tax and outsourced finance • Helping to grow the office through business development, referrals, profile-building and relationship-led new business activity • Providing technical leadership across financial reporting, UK GAAP and broader owner-managed business matters • Coaching and developing team members across the office • Supporting the continued integration and development of an offshore team that is central to service delivery • Contributing to process improvement, technology adoption and more modern ways of working across the practice Who this could suit This could be ideal for you if you are: • A Director, Associate or Senior Manager in general practice who feels ready for a bigger platform • Frustrated by slow progression or a lack of clarity around your route to Partner • Already leading clients, developing business and operating as a senior figure, but without the title, autonomy or reward to match • An established Partner looking for a more commercial, growth-focused and modern environment • ACA, ACCA or equivalent qualified with strong all-round general practice experience • Technically strong, commercially minded and credible with owner-managed businesses • Well networked in East Sussex, Kent or the wider South East, or confident you can build that presence quickly What they re looking for: • Significant post-qualified experience in general practice • A strong background in managing and growing a broad client portfolio • Technical strength across accounting, financial reporting and tax matters affecting owner-managed businesses • Strong relationship-building skills and the ability to win trust quickly • Commercial instinct and an eye for advisory opportunities • A genuine interest in leading and developing people • Openness to modern delivery models, including offshore collaboration, workflow automation and AI-enabled improvements • Willingness to travel to northern India at least annually as part of the wider leadership remit If you are already doing the hard part of a Partner role but are still waiting for the recognition, influence or long-term opportunity to catch up, this could be the point where things change. Please contact Lydia at ProTalent for a confidential chat.

Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons Working, achieving, and thriving together, our Tax team move with every challenge. Friendly, driven and diverse, they service our clients across the country and around the world. By providing expertise in many different specialist areas of tax, they collaborate across BDO to deliver wider business solutions. From meeting clients' evolving business needs to managing changes to legislation, there are always fresh challenges to face in the Tax team. If you're after a career that will keep you on your toes, we'll give you the autonomy to drive your career forward. Tax is a dynamic, ever-changing industry. As our clients' needs and the regulatory environment evolve, you'll encounter new problems to solve and new opportunities for growth. Whether it's advising clients on high-profile specialisms like Corporation Tax or leading the implementation of intelligent technology solutions, you'll enjoy variety as well as stretch in your role. BDO supports all kinds of different businesses in different sectors across the UK and around the world. You'll be providing Tax Advisory services to start-ups and scale-ups, to private businesses and FTSE listed multinationals. Each of our clients has different needs and in applying your expertise in different contexts, you'll develop your skills and gain valuable experience that will serve you throughout your career. Our tax team based in the Leeds office is 60 strong of which 25 sit in our corporate tax team led by three partners who have an extensive network and client base across Yorkshire and the North East of England, nationally and internationally. The corporate tax team is highly integrated with the indirect tax, employment tax, private client, tax risk assurance and innovation incentives specialists making up the rest of our local tax group. As a core and year round provider of services, the corporate tax team plays a fundamental role in leading trusted relationships with a variety of exciting businesses to deliver the holistic tax service BDO in Leeds is known for. With a strong culture and team dynamic that is friendly, team-orientated and very supportive, high performance and enriching development opportunities are a key characteristic of BDO Leeds Tax which makes this a positive place to be, aligning personal purpose and success with excellent client service and impactful results for the BDO business. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. This role will be leading the tax compliance and advisory services to a wide range of clients, with a particular emphasis on large and complex corporates with international footprint and private equity backed portfolio businesses. We offer services including tax strategy and governance, tax due diligence, tax structuring, corporate international advice and more. So, there's plenty of variety from one day to the next. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. Whether building great relationships with clients or colleagues, you'll be supported by a team that brings out the best in you. Responsibilities: This role will provide Tax compliance and advisory services to a wide range of clients. The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients. Provide assistance to Associate Director/Director/Partners in both client work and in the management of the Corporate Tax group and on occasions the practice. Will be involved in special assignments on an ad hoc basis. Provide Tax compliance and advisory services to a wide range of clients using local junior team support, resource from a shared service team or via technology tools. Manage a substantial portfolio of clients including control of client take on and engagement, billings, and identification of opportunities to improve recoveries, together with cash collection. Pay attention to self-development and continuing professional education with a view to progressing within practice. Develop professional relationships with clients and within the Firm and adapt the approach for the relevant audience. Understand potential risks to the Firm in relation to the Firm's quality control procedures and raise with the appropriate person. Support, train, mentor and advise more junior colleagues. Challenge current practice - driving improvements and championing change. Take personal responsibility for own decisions and actions and those of others. Lead on some projects within the team We're looking for someone with: An in depth, up to date, knowledge of taxation with corporation tax specialist knowledge and the ability to deal with complex tax issues In depth knowledge of tax accounting and audit of tax for groups Develops professional relationships with clients and within the Firm and adapts the approach for the relevant audience Understands potential risks to the Firm in relation to the Firm's quality control procedures and raising to the appropriate person Project and staff management experience Ability to manage a client portfolio profitably whilst being able to actively seek opportunities for developing new clients and for selling new services to existing clients Experience of dealing with client senior management CTA and/or ACA qualified or equivalent Support, train, mentor and advise others in own area Challenge current practice - driving improvements and championing change Demonstrable post qualified experience You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.

Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Our Advisory team provide a wide variety of services that deliver value-led advice and outcomes. They have an in-depth knowledge of business, industry sectors and markets and understand the constantly changing risks and opportunities at the heart of our clients' affairs. The team work across strategy, operations and improvement as well as at a transactional and defined project level. From technology to risk advisory, they're experts in following through on top-level instructions and resolving the finer details - all in one straight-forward package. When you join them, you'll work on some of the world's most exciting financial operations and business deals, building your experience and expertise alongside the brightest minds in the industry. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. In Transaction Services, you will have the opportunity to support a range of clients by providing due diligence services to support them through events such as acquisitions, sale processes and capital markets transactions. We help to deliver successful transaction outcomes through our data-driven insights and commercial acumen. A Director/Associate Director is required to independently, and with the support of other Associate Directors, Directors and Partners, develop and grow the Transaction Services business within Corporate Finance, as well as develop team members. You will have a good understanding of, and experience in, the field of financial due diligence for corporate or strategic buyers, private equity or financial buyers and vendors and / or reporting accountant's work. You will also have developed sector knowledge. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. You'll be someone with: ACA/ACCA qualified (or overseas equivalent), or relevant work experience. Experience of working within a corporate finance department. Previous management experience. Good knowledge of MS Office, in particular Word, Powerpoint and Excel. For those involved in Capital Markets transactions a thorough knowledge of the relevant legislation At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.

Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. We'll broaden your horizons We're a Corporate Tax Team working across many sectors including TMT, Lifesciences, Manufacturing and Science with a diverse and interesting range of clients - from entrepreneurial start-ups to large, global FTSE 100 companies. We are a fast-growing and high-performing team and, for you, it's the chance to lead the delivery of advisory work and building and running a portfolio of clients. Your potential will grow too, with plenty of opportunities to learn new skills or further enhance your current ones. Along the way, we'll give you all the client-facing exposure, support and connections you need to take your career in whichever direction you want it to go, with the scope for the right business to grow their career with BDO. Tax is a dynamic, ever-changing industry. As our clients' needs and the regulatory environment evolve, you'll encounter new problems to solve and new opportunities for growth. Whether it's advising clients on high-profile specialisms like Corporation Tax or leading the delivery of multiteam projects, you'll enjoy variety as well as stretch in your role. BDO supports all kinds of different businesses in different sectors across the UK and around the world. You'll be providing Tax Advisory services to Private Equity backed, private businesses and FTSE listed multinationals. Each of our clients has different needs and in applying your expertise in different contexts, you'll develop your skills and gain valuable experience that will serve you throughout your career. We'll help you succeed Our clients trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with clients and building long-lasting relationships. You'll be someone who can work pro-actively and confident collaborating with others, communicating regularly with Director and BDO's Partners to enable us to serve our clients effectively. You'll be encouraged to think and operate strategically to grow your portfolio and leadership skills for the benefit of your career and the Firm. We are looking for someone with; Strong understanding of and previous experience of managing a portfolio of corporate tax clients providing advisory and compliance services. The skill of managing the successful delivery of commercially viable and technically excellent advice to a variety of clients. The ability to build and manage strong relationships with clients and other stakeholders Experience of actively seeking and winning opportunities for selling new services to new and existing clients, and a desire to build upon this by working with the partner group to build the portfolio. Experience of managing people. CTA and/or ACA qualified or equivalent You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.

This role is perfect for a seasoned private client tax manager who excels at private client tax management and advisory services. As an Associate Director, you will be expected to provide innovative tax solutions and excellent client service, engage and mentor the wider team and join the senior leadership team as a fellow business developer. Client Details Our client is a leading player in the UK accountancy field, boasting a position within the Top-10 firms, in addition to being one of the UK's largest wealth managers. With an oustanding reputation, they have consistently delivered high-quality services to a diverse range of clients, earning them a sterling reputation in the industry. Description Would you like to join one of the largest accountancy practices in the area and become part of a friendly team with great spirit of working together within a Private Client Tax environment. The office is a 13 minute walk from Salisbury Train station and the office is situated in the centre of a lovely market town. You will be joining a team with a diverse portfolio with some complex issues to navigate. Known for its Landed Estates and rural businesses specialism the team act for a number of titled families. As an Associate Director you will be part of the advisory team to work on planning opportunities and work in a team delivering for a wide ranging portfolio of clients. You will also lead client relationships and be involved in meetings and projects for new and potential new clients. Key responsibilities: You will manage a portfolio of personal clients with complex tax affairs, HNWIs with a focus on Landed Estates, agricultural clients, entrepreneurs, Partnerships and Trusts. Taking ownership of advisory projects, attending and running client meeting and running client projects Maintaining strong relationships with clients and supporting senior members of the team to identify opportunities for new work. Developing the more junior team including providing timely feedback and assisting them with technical and personal development Profile A successful Associate Director - Private Client Tax should have: Significant experience working across tax planning/advisory projects You will have significant experience gained within another professional services firm and will have a sound knowledge and understanding of a variety of private client tax issues. People management and organisational experience Qualified Chartered Accountant and/or Chartered Tax Adviser - ACA / CTA Job Offer Competitive salary Private medical insurance Life assurance Pension contribution Hybrid working model (role dependant) Generous holiday package Option to purchase additional holiday Shared parental leave Our client is proud to value the differences that a diverse workforce brings, representative of society and their clients. Our client has a wide range of highly active employee resource groups and are currently delivering multiple diversity, equity and inclusion initiatives across the organisation. It is their commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. If you are seeking a challenging yet rewarding role in a leading professional services firm, look no further. Apply today to join our dedicated team in Salisbury.

Are you a technically strong private client lawyer looking for your next career step with a well-regarded UK practice advising high-net-worth individuals? A leading UK law firm is seeking an experienced Private Client Solicitor to join its dynamic private client team. The role offers excellent progression opportunities within a specialist practice focused on wills, estate planning, trusts and tax-efficient succession planning. About the Team This team provides high-calibre private client legal services to individuals and families across the UK, including cross-border work spanning England, Scotland and other jurisdictions. The practice is recognised for its depth of technical expertise in: Wills and estate planning Trusts and wealth structures Succession and tax planning Probate and estate administration Cross-border personal legal matters and international tax considerations The team is well-established, with a supportive structure that includes solicitors, associates, trainees and partners across multiple offices. It has a reputation for handling technically challenging matters and advising on complex client situations. The Opportunity We are looking for a personable and commercially aware Private Client Solicitor who: Holds qualification in England or dual qualification (England & Scotland) Has 4+ years' post-qualification experience (PQE) in private client work Enjoys complex trusts and tax planning work, including cross-jurisdictional matters Is motivated to build strong client relationships and contribute to business development This is a flexible role that supports remote working, with the expectation that you will attend a Northern office as agreed (e.g. circa once per month). The team works with clients throughout the UK, including in the North West/Manchester, North East, Cornwall, Leeds and Scotland. Why This Role? Real career progression: A clear development plan within the private client team, supported by experienced colleagues Technically rewarding work: A strong focus on estate planning, trusts, tax-efficient structures and sophisticated client matters Varied client base: Advising UK and international clients, spanning substantial estates and complex personal structures Business development scope: Opportunity to contribute to growth and build your own client portfolio if desired Supportive environment: Inclusive and collaborative culture that values work-life balance Apply Now If you are an ambitious private client solicitor with a passion for high-quality legal advice and want to join a progressive team with a strong technical reputation, we would love to hear from you. Please apply directly via the link or contact Rachael Atherton at G2 Legal Recruitment.