Were working with a highly regarded, award-winning professional services firm in London that is looking to appoint a US/UK Tax Manager into its specialist Trusts & Family Office / Family Wealth team. This is an excellent opportunity for an experienced cross-border tax professional to join a collaborative and entrepreneurial team advising US-connected clients with wealth, trust, and estate structure click apply for full job details
Jun 21, 2026
Full time
Were working with a highly regarded, award-winning professional services firm in London that is looking to appoint a US/UK Tax Manager into its specialist Trusts & Family Office / Family Wealth team. This is an excellent opportunity for an experienced cross-border tax professional to join a collaborative and entrepreneurial team advising US-connected clients with wealth, trust, and estate structure click apply for full job details
Our client is a legal 500 ranked firm and due to continual growth, they are now looking for additional support in their busy Wills and Inheritance team. We are seeking an experienced Trust & Tax Manager who has broad experience in offering private clients a range of services, including, wills, inheritance, probate, estate administration, tax planning and trusts click apply for full job details
Jun 20, 2026
Full time
Our client is a legal 500 ranked firm and due to continual growth, they are now looking for additional support in their busy Wills and Inheritance team. We are seeking an experienced Trust & Tax Manager who has broad experience in offering private clients a range of services, including, wills, inheritance, probate, estate administration, tax planning and trusts click apply for full job details
Trust Manager - London London Hybrid Working Competitive Salary + Benefits We are recruiting a Trust Manager to join a growing and highly regarded Private Client Tax team based in London. This is an excellent opportunity for an experienced trusts professional to take ownership of a specialist portfolio while playing a key role within a collaborative and forward-thinking firm. The role offers a strong combination of trust administration, advisory work, client relationship management, and team leadership exposure, making it ideal for someone looking to further develop their expertise within a high-quality private client environment. The Role As a Trust Manager, you will manage a varied portfolio of trusts, estates, and high-net-worth individuals, acting as the main point of contact for trustees, executors, beneficiaries, and professional advisers. You will oversee the delivery of trust and estate compliance and advisory work, ensuring all matters are completed accurately, efficiently, and within deadlines. The role will involve advising on Capital Gains Tax and Inheritance Tax planning matters, trusts, lifetime transfers, and succession planning, while supporting clients across a broad range of private wealth issues. You will also oversee trust accounts and trust and estate tax returns, ensuring compliance obligations are managed effectively while maintaining high standards of client service. Alongside managing client relationships, you will support senior team members on complex advisory matters while helping develop and strengthen the wider trusts and estates offering within the firm. You will take responsibility for managing WIP, billing, and portfolio profitability, while also identifying opportunities to provide additional value-added services to clients. The position will also involve reviewing the work of junior team members, providing mentoring, coaching, and technical guidance to support their development and progression. In addition, you will contribute to process improvements and operational efficiencies across the team to support continued growth and service excellence. This is an excellent opportunity for an ambitious trusts professional seeking a visible and client-facing role within a growing private client team. About You You will have strong experience gained within a UK accountancy practice, legal practice, or private client environment, with a specialist focus on trusts and estates work. CTA and/or STEP qualification, or equivalent experience, is highly desirable. You will possess strong technical knowledge across UK trusts and estates taxation, including Capital Gains Tax, Inheritance Tax, trust compliance, and related private client matters. Experience managing HMRC enquiries and dealing with complex trust and estate matters would be advantageous. You will be a confident communicator with strong relationship management and technical skills, capable of building trusted relationships with clients and advisers alike. Previous experience reviewing work and supporting junior team members is desirable, alongside a proactive, commercial, and client-focused approach. What's on Offer Hybrid and flexible working Exposure to complex trusts and estates work Strong focus on professional development and progression Supportive and collaborative team culture Leadership and mentoring opportunities Client-facing advisory exposure Competitive salary and benefits package Location London Easily commutable from Central London, Wimbledon, Croydon, Watford, Romford and surrounding areas Apply For a confidential discussion or to apply, please contact Jack Wood on or .
Jun 20, 2026
Full time
Trust Manager - London London Hybrid Working Competitive Salary + Benefits We are recruiting a Trust Manager to join a growing and highly regarded Private Client Tax team based in London. This is an excellent opportunity for an experienced trusts professional to take ownership of a specialist portfolio while playing a key role within a collaborative and forward-thinking firm. The role offers a strong combination of trust administration, advisory work, client relationship management, and team leadership exposure, making it ideal for someone looking to further develop their expertise within a high-quality private client environment. The Role As a Trust Manager, you will manage a varied portfolio of trusts, estates, and high-net-worth individuals, acting as the main point of contact for trustees, executors, beneficiaries, and professional advisers. You will oversee the delivery of trust and estate compliance and advisory work, ensuring all matters are completed accurately, efficiently, and within deadlines. The role will involve advising on Capital Gains Tax and Inheritance Tax planning matters, trusts, lifetime transfers, and succession planning, while supporting clients across a broad range of private wealth issues. You will also oversee trust accounts and trust and estate tax returns, ensuring compliance obligations are managed effectively while maintaining high standards of client service. Alongside managing client relationships, you will support senior team members on complex advisory matters while helping develop and strengthen the wider trusts and estates offering within the firm. You will take responsibility for managing WIP, billing, and portfolio profitability, while also identifying opportunities to provide additional value-added services to clients. The position will also involve reviewing the work of junior team members, providing mentoring, coaching, and technical guidance to support their development and progression. In addition, you will contribute to process improvements and operational efficiencies across the team to support continued growth and service excellence. This is an excellent opportunity for an ambitious trusts professional seeking a visible and client-facing role within a growing private client team. About You You will have strong experience gained within a UK accountancy practice, legal practice, or private client environment, with a specialist focus on trusts and estates work. CTA and/or STEP qualification, or equivalent experience, is highly desirable. You will possess strong technical knowledge across UK trusts and estates taxation, including Capital Gains Tax, Inheritance Tax, trust compliance, and related private client matters. Experience managing HMRC enquiries and dealing with complex trust and estate matters would be advantageous. You will be a confident communicator with strong relationship management and technical skills, capable of building trusted relationships with clients and advisers alike. Previous experience reviewing work and supporting junior team members is desirable, alongside a proactive, commercial, and client-focused approach. What's on Offer Hybrid and flexible working Exposure to complex trusts and estates work Strong focus on professional development and progression Supportive and collaborative team culture Leadership and mentoring opportunities Client-facing advisory exposure Competitive salary and benefits package Location London Easily commutable from Central London, Wimbledon, Croydon, Watford, Romford and surrounding areas Apply For a confidential discussion or to apply, please contact Jack Wood on or .
Tax Disputes Manager / Senior Manager - Fully Remote - Day Rate Your new company A boutique tax disputes and investigations practice in London is seeking a Tax Disputes Manager or Senior Manager. The firm provides high-level support to individuals, companies, partnerships, trusts, and offshore structures navigating complex UK tax issues. The role We are seeking an experienced tax disputes and investigations professional who is comfortable managing complex and sensitive assignments from start to finish. The ideal candidate will work directly with clients and HMRC, lead on high-stakes enquiries, and support junior members of the team. Key Responsibilities - Managing a broad range of complex tax investigations independently. - Handling enquiries across multiple tax areas with confidence and clarity. - Leading and managing Code of Practice 9 (COP9) and Contractual Disclosure Facility (CDF) cases. - Preparing high-quality, accurate disclosure reports. - Meeting clients and liaising with HMRC Inspectors professionally and effectively. - Drafting clear, concise, and technically robust correspondence and reports. - Providing guidance to junior team members where required. What you'll need to succeed - Significant experience working on complex tax investigations.- Strong familiarity with a broad range of tax enquiries. - Extensive COP9/CDF case management experience. - Excellent written communication and reporting skills. - Strong analytical ability, including advanced spreadsheet skills. - Confident in client-facing situations and HMRC interactions. - Solid commercial awareness and understanding of diverse tax matters. What you'll get in return In return you will receive a competitive day rate 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.
Jun 19, 2026
Seasonal
Tax Disputes Manager / Senior Manager - Fully Remote - Day Rate Your new company A boutique tax disputes and investigations practice in London is seeking a Tax Disputes Manager or Senior Manager. The firm provides high-level support to individuals, companies, partnerships, trusts, and offshore structures navigating complex UK tax issues. The role We are seeking an experienced tax disputes and investigations professional who is comfortable managing complex and sensitive assignments from start to finish. The ideal candidate will work directly with clients and HMRC, lead on high-stakes enquiries, and support junior members of the team. Key Responsibilities - Managing a broad range of complex tax investigations independently. - Handling enquiries across multiple tax areas with confidence and clarity. - Leading and managing Code of Practice 9 (COP9) and Contractual Disclosure Facility (CDF) cases. - Preparing high-quality, accurate disclosure reports. - Meeting clients and liaising with HMRC Inspectors professionally and effectively. - Drafting clear, concise, and technically robust correspondence and reports. - Providing guidance to junior team members where required. What you'll need to succeed - Significant experience working on complex tax investigations.- Strong familiarity with a broad range of tax enquiries. - Extensive COP9/CDF case management experience. - Excellent written communication and reporting skills. - Strong analytical ability, including advanced spreadsheet skills. - Confident in client-facing situations and HMRC interactions. - Solid commercial awareness and understanding of diverse tax matters. What you'll get in return In return you will receive a competitive day rate 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.
Our client is a legal 500 ranked firm and due to continual growth, they are now looking for additional support in their busy Wills and Inheritance team. We are seeking an experienced Trust & Tax Manager who has broad experience in offering private clients a range of services, including, wills, inheritance, probate, estate administration, tax planning and trusts. As the Trust & Tax Manager, you will be responsible for: Preparation of self-assessment income tax returns and land disposal CGT returns for trusts, estates and individuals Preparation of annual trust accounts and associated annual compliance matters Preparation of inheritance tax returns in respect of exit charges, 10-year charges, and the termination of life interests Arranging payment of tax and corresponding with HMRC as required Dealing with FATCA and CRS compliance Registering trusts on HMRC's trust register and maintaining the register Liaising with trustees, beneficiaries, investment advisers and other professionals Attending annual trustee meetings where appropriate The successful Trust & Tax Manager have the following related skills / experience: AAT or ATT qualified Strong experience in a similar role Knowledge of double entry bookkeeping and excellent Excel skills Experience of tax return and probate case management software, preferably TaxCalc and Isokon would be advantageous. Benefits: 25 days hols + bank hols Pension scheme - Scottish Widows Pension scheme with an option to join the Salary Exchange scheme, contribution levels are 5% employee with a matching 5% employer contribution Life Assurance - 4 x salary Group Income Protection Insurance BUPA Cash Plan - Auto enrolment after completion of probationary period Regular events organised by the social committee including a summer and Christmas parties For more information, please contact Sharon Tanner or Chloe Bennett on (phone number removed)
Jun 19, 2026
Full time
Our client is a legal 500 ranked firm and due to continual growth, they are now looking for additional support in their busy Wills and Inheritance team. We are seeking an experienced Trust & Tax Manager who has broad experience in offering private clients a range of services, including, wills, inheritance, probate, estate administration, tax planning and trusts. As the Trust & Tax Manager, you will be responsible for: Preparation of self-assessment income tax returns and land disposal CGT returns for trusts, estates and individuals Preparation of annual trust accounts and associated annual compliance matters Preparation of inheritance tax returns in respect of exit charges, 10-year charges, and the termination of life interests Arranging payment of tax and corresponding with HMRC as required Dealing with FATCA and CRS compliance Registering trusts on HMRC's trust register and maintaining the register Liaising with trustees, beneficiaries, investment advisers and other professionals Attending annual trustee meetings where appropriate The successful Trust & Tax Manager have the following related skills / experience: AAT or ATT qualified Strong experience in a similar role Knowledge of double entry bookkeeping and excellent Excel skills Experience of tax return and probate case management software, preferably TaxCalc and Isokon would be advantageous. Benefits: 25 days hols + bank hols Pension scheme - Scottish Widows Pension scheme with an option to join the Salary Exchange scheme, contribution levels are 5% employee with a matching 5% employer contribution Life Assurance - 4 x salary Group Income Protection Insurance BUPA Cash Plan - Auto enrolment after completion of probationary period Regular events organised by the social committee including a summer and Christmas parties For more information, please contact Sharon Tanner or Chloe Bennett on (phone number removed)
Feeling ready for a tax role where you can take real ownership, build stronger client relationships, and still enjoy a healthier balance outside of work? This Private Client Tax Assistant Manager opportunity in Nottingham could be a strong next step if you enjoy working with high-net-worth individuals, business owners, trusts, and more complex private client matters click apply for full job details
Jun 19, 2026
Full time
Feeling ready for a tax role where you can take real ownership, build stronger client relationships, and still enjoy a healthier balance outside of work? This Private Client Tax Assistant Manager opportunity in Nottingham could be a strong next step if you enjoy working with high-net-worth individuals, business owners, trusts, and more complex private client matters click apply for full job details
Family Support Worker £24,000 pa + Company Car (with an approx. retail value of £23,000-26,000, taxable benefit in kind of £6-£8K) and other excellent benefits Merseyside and Cheshire and surrounding areas Rainbow Trust Children s Charity is going through an exciting time where we are growing, with the aim of reaching more families in need. About the role: 'We are looking to appoint a Family Support Worker on a full-time basis (35 hours, 5 days per week) to deliver a high-quality family support service as part of our Merseyside and Cheshire Care Team to families in the local area, at a time where they need it most. Reporting to the Family Support Manager of the Merseyside and Cheshire Care Team and working in partnership with health, education and social care professionals, you will take responsibility for providing needs-led emotional, social and practical support to families where a child/young person has a life threatening or terminal illness. Having worked in a demanding and emotional environment you have a genuine interest in building supportive relationships and helping people; and having provided bereavement support to families, you understand processes of grief, loss and change - and how best to help others deal with its impact. You will enjoy responsibility for managing your own schedule, remaining flexible to the needs of the families on your caseload. What we re looking for: An experienced child health, education or social care professional - applications will be particularly welcome from those who have worked in a community environment and those with a recognised qualification in education, health or social care A warm, inclusive approach to achieving goals quickly and correctly Practiced in child protection, information sharing and the rules around data protection - you lead by example, drawing on your own professional experience and working within established guidelines Practical and people-oriented - you will thrive working at a fast pace whilst maintaining accuracy and be a confident user of IT (including MSOffice) A persuasive and open communicator - you will work collaboratively with your team and volunteers to ensure delivery of a high-quality service and support fundraising colleagues by writing case studies and family updates A practical knowledge of diversity issues affecting children, young people and their families aware that being responsive to others needs and concerns, is essential. What we offer: We are proud to be a Best Companies Two-Star rated organisation, an outstanding place to work! As a Top 10 Charity, we have a range of fantastic benefits that we offer our employees, including: Control over your own schedule, based on the needs of families on your caseload, to balance home and working life Company car for front line care posts (car P11D value of £23,000-26,000, taxable benefit in kind of £6-£8k) Pension scheme where we contribute 5% of your salary and you contribute at least 3% 25 days of annual leave plus public holidays rising to 26 days after 1 year, 27 days after 5 years and 30 days after 11 years, with an additional 5 years to use in your 10th or 20th year of service (pro rata for part time) The option to buy/sell annual leave, as well as additional leave for your birthday, wedding/civil ceremony and an extra half day off for Christmas shopping Time off in Lieu Family friendly policies, focused on employee wellbeing, and an active cross-organisational wellbeing group running a number of initiatives throughout the year Employee Assistance Programme with access to remote GP, counselling, physiotherapy, resources to support your mental health and financial wellbeing, as well as a 24/7 helpline via Access to the Blue Light Card Scheme, and other rewards and discounts Bike to work, season ticket loan and payroll giving schemes A recommend a friend recruitment bonus scheme Robust training and development programmes to support your learning and growth. If you d like to find out more about these benefits and working with us, please visit our why work with us page on our website. More information about us and our recruitment process can be found in our Candidate Pack on our website. Development opportunities: As part of our learning and development Anne Harris skills development programme , we aim to provide a high level of training and development opportunities for all staff, so you are able to perform to the best of your ability, achieve individual and team objectives aligned to Rainbow Trusts strategic plan, supporting staff to be their best and feel a valued member of a high performing organisation . Our Family Support Teams are given the opportunity to complete a number of diverse training courses in their first 12 months, including but not limited to: Mental Health First Aid, Makaton, counselling skills, introduction to play. The programme aims to provide a building block for you to individually tailor your own learning and development needs . About us: Rainbow Trust Children s Charity enables families who have a child with a life-threatening or terminal illness to make the most of time together, providing expert, practical and emotional support, where they need it for as long as it is needed. For families living with childhood illness, time is everything. Right now, there are too many families coping alone with no support, no time to think, no time to make memories and no time for each other. We believe that no family should go through this alone, so we are here to change that. How to apply: Please visit our website via the link and complete an application form. Please disclose on your application form if you have used AI for any part of your job application. Early application is encouraged as we will review applications throughout the advertising period and reserve the right to close the advert early. Additional information: Interviews will take place at our Merseyside and Cheshire Care Team office with the dates to be confirmed. We will only contact those applicants who have been successful. There will be a requirement for flexible working and a full current driver s licence to accommodate team and family need. An enhanced DBS disclosure will be required for this post. Rainbow Trust is committed to safeguarding and promoting the welfare of children and young people and expects all employees to share this commitment. Rainbow Trust is an equal opportunities employer and we welcome applications from all backgrounds.
Jun 19, 2026
Full time
Family Support Worker £24,000 pa + Company Car (with an approx. retail value of £23,000-26,000, taxable benefit in kind of £6-£8K) and other excellent benefits Merseyside and Cheshire and surrounding areas Rainbow Trust Children s Charity is going through an exciting time where we are growing, with the aim of reaching more families in need. About the role: 'We are looking to appoint a Family Support Worker on a full-time basis (35 hours, 5 days per week) to deliver a high-quality family support service as part of our Merseyside and Cheshire Care Team to families in the local area, at a time where they need it most. Reporting to the Family Support Manager of the Merseyside and Cheshire Care Team and working in partnership with health, education and social care professionals, you will take responsibility for providing needs-led emotional, social and practical support to families where a child/young person has a life threatening or terminal illness. Having worked in a demanding and emotional environment you have a genuine interest in building supportive relationships and helping people; and having provided bereavement support to families, you understand processes of grief, loss and change - and how best to help others deal with its impact. You will enjoy responsibility for managing your own schedule, remaining flexible to the needs of the families on your caseload. What we re looking for: An experienced child health, education or social care professional - applications will be particularly welcome from those who have worked in a community environment and those with a recognised qualification in education, health or social care A warm, inclusive approach to achieving goals quickly and correctly Practiced in child protection, information sharing and the rules around data protection - you lead by example, drawing on your own professional experience and working within established guidelines Practical and people-oriented - you will thrive working at a fast pace whilst maintaining accuracy and be a confident user of IT (including MSOffice) A persuasive and open communicator - you will work collaboratively with your team and volunteers to ensure delivery of a high-quality service and support fundraising colleagues by writing case studies and family updates A practical knowledge of diversity issues affecting children, young people and their families aware that being responsive to others needs and concerns, is essential. What we offer: We are proud to be a Best Companies Two-Star rated organisation, an outstanding place to work! As a Top 10 Charity, we have a range of fantastic benefits that we offer our employees, including: Control over your own schedule, based on the needs of families on your caseload, to balance home and working life Company car for front line care posts (car P11D value of £23,000-26,000, taxable benefit in kind of £6-£8k) Pension scheme where we contribute 5% of your salary and you contribute at least 3% 25 days of annual leave plus public holidays rising to 26 days after 1 year, 27 days after 5 years and 30 days after 11 years, with an additional 5 years to use in your 10th or 20th year of service (pro rata for part time) The option to buy/sell annual leave, as well as additional leave for your birthday, wedding/civil ceremony and an extra half day off for Christmas shopping Time off in Lieu Family friendly policies, focused on employee wellbeing, and an active cross-organisational wellbeing group running a number of initiatives throughout the year Employee Assistance Programme with access to remote GP, counselling, physiotherapy, resources to support your mental health and financial wellbeing, as well as a 24/7 helpline via Access to the Blue Light Card Scheme, and other rewards and discounts Bike to work, season ticket loan and payroll giving schemes A recommend a friend recruitment bonus scheme Robust training and development programmes to support your learning and growth. If you d like to find out more about these benefits and working with us, please visit our why work with us page on our website. More information about us and our recruitment process can be found in our Candidate Pack on our website. Development opportunities: As part of our learning and development Anne Harris skills development programme , we aim to provide a high level of training and development opportunities for all staff, so you are able to perform to the best of your ability, achieve individual and team objectives aligned to Rainbow Trusts strategic plan, supporting staff to be their best and feel a valued member of a high performing organisation . Our Family Support Teams are given the opportunity to complete a number of diverse training courses in their first 12 months, including but not limited to: Mental Health First Aid, Makaton, counselling skills, introduction to play. The programme aims to provide a building block for you to individually tailor your own learning and development needs . About us: Rainbow Trust Children s Charity enables families who have a child with a life-threatening or terminal illness to make the most of time together, providing expert, practical and emotional support, where they need it for as long as it is needed. For families living with childhood illness, time is everything. Right now, there are too many families coping alone with no support, no time to think, no time to make memories and no time for each other. We believe that no family should go through this alone, so we are here to change that. How to apply: Please visit our website via the link and complete an application form. Please disclose on your application form if you have used AI for any part of your job application. Early application is encouraged as we will review applications throughout the advertising period and reserve the right to close the advert early. Additional information: Interviews will take place at our Merseyside and Cheshire Care Team office with the dates to be confirmed. We will only contact those applicants who have been successful. There will be a requirement for flexible working and a full current driver s licence to accommodate team and family need. An enhanced DBS disclosure will be required for this post. Rainbow Trust is committed to safeguarding and promoting the welfare of children and young people and expects all employees to share this commitment. Rainbow Trust is an equal opportunities employer and we welcome applications from all backgrounds.
We have just been instructed on a fantastic Trust & Private Client Tax Manager opportunity on behalf of one of the most prestigious and reputable firms in Central London. Working with an impressive client portfolio including HNWIs, UHNWIs, Trusts and Family Estates involving a mixture of compliance, tax planning, and ad hoc advisory work click apply for full job details
Jun 19, 2026
Full time
We have just been instructed on a fantastic Trust & Private Client Tax Manager opportunity on behalf of one of the most prestigious and reputable firms in Central London. Working with an impressive client portfolio including HNWIs, UHNWIs, Trusts and Family Estates involving a mixture of compliance, tax planning, and ad hoc advisory work click apply for full job details
Tax Manager Location: Lincolnshire (multiple office locations available) Working Pattern: Hybrid Salary: up to £55k + excellent benefits Reed Finance are proud to be partnering with a well-established Lincolnshire-based organisation to recruit an experienced Tax Manager . This is an excellent opportunity to join a forward-thinking business that places real value on its people and offers flexibility alongside a strong benefits package. Key Responsibilities Oversee and manage tax compliance across the business Prepare self-assessment and capital gains tax returns for individuals, trusts, estates, and partnerships Manage and review tax returns to ensure accuracy and compliance Produce trust accounts and oversee trust administration processes Maintain and manage trust and estate records with HMRC Build and manage relationships with a diverse range of internal and external stakeholders, including non-finance teams About You Proven experience in a tax-focused role, ideally at management level Strong technical understanding of current tax legislation Excellent organisational and time management skills, with the ability to prioritise effectively Confident communicator with strong stakeholder management abilities What's on Offer Competitive salary package Hybrid working model with flexibility across multiple Lincolnshire locations Comprehensive benefits package Opportunity to join a supportive and people-focused organisation with a strong reputation
Jun 19, 2026
Full time
Tax Manager Location: Lincolnshire (multiple office locations available) Working Pattern: Hybrid Salary: up to £55k + excellent benefits Reed Finance are proud to be partnering with a well-established Lincolnshire-based organisation to recruit an experienced Tax Manager . This is an excellent opportunity to join a forward-thinking business that places real value on its people and offers flexibility alongside a strong benefits package. Key Responsibilities Oversee and manage tax compliance across the business Prepare self-assessment and capital gains tax returns for individuals, trusts, estates, and partnerships Manage and review tax returns to ensure accuracy and compliance Produce trust accounts and oversee trust administration processes Maintain and manage trust and estate records with HMRC Build and manage relationships with a diverse range of internal and external stakeholders, including non-finance teams About You Proven experience in a tax-focused role, ideally at management level Strong technical understanding of current tax legislation Excellent organisational and time management skills, with the ability to prioritise effectively Confident communicator with strong stakeholder management abilities What's on Offer Competitive salary package Hybrid working model with flexibility across multiple Lincolnshire locations Comprehensive benefits package Opportunity to join a supportive and people-focused organisation with a strong reputation
Senior Tax Manager Trusts Guildford ACA ACCA CTA STEP Your new company My client is a global legal practice with multiple office locations across the south of England. Renowned for their excellent level of service to their clients, they have been experiencing year-on-year growth. As such, a new opportunity has become available for a specialist in Trusts Tax to join their team at either a Senior Manager or Manager level. This role offers hybrid working and an excellent bonus structure. This opportunity would suit someone who has excellent people skills and who is looking to develop their career within a friendly collaborative team that is widely recognised for its expertise in this area. Your new role You will: Work closely with partners, associates and also members of our growing Trust team. Be exposed to a wide range of trust work, including charities, and sits within the Firm's market-leading Private Client division. Managing a complex portfolio of domestic trusts and trust structures for a very high and varied calibre of client. Deliver and implement complex trust and estate planning advice to mainly UK clients in relation to the tax and trust law positions for trusts under management. Proactively managing and building client relationships, acting as the first point of contact for trustees, beneficiaries, and intermediaries. Oversee the timely reporting of trusts for CRS, FATCA, ATED, and the Trust Registration Service Manage relationships between grant-making and applicant charities, dealing with prospective beneficiaries, drafting deeds and associated policies Oversee and contribute towards the timely preparation of annual trust accounts and tax returns, as well as the personal tax compliance for a number of UK and non-UK domiciliaries. Advising on the relevant annual exemptions and reliefs and calculating the associated tax liabilities. Calculate the Inheritance Tax liabilities for complex trust structures and oversee the preparation of the Inheritance Tax returns. Dealing with HM Revenue and Customs, as required Monitor the performance of trust investments by reviewing investment reports and activating investment reviews. Preparing/reviewing trustees' investment policy statements and ensuring the agreed investment policies are enforced and remain appropriate. Review and interpret trust deeds and related documentation with input from the wider team, as appropriate. Preparing legal documentation, such as trustee resolutions and deeds of appointment. You will have a lot of client contact and be expected to take part in client meetings and liaise independently with clients, beneficiaries, banks, investment managers and other professional advisers such as valuers and accountants. What you'll need to succeed You will have strong experience and technical knowledge of UK Trusts, with the ability to manage a portfolio of clients. You will have excellent interpersonal skills, being the main point of contact for your clients, providing advice when needed. Liaise and collaborate across the team, delivering a high level of service to clients. What you'll get in return You will receive a salary dependent on experience up to £90,000. There is an excellent bonus structure available. Hybrid working with 3 days in the office, part-time and flexible working options are available. 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 to , or call me now on 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.
Jun 18, 2026
Full time
Senior Tax Manager Trusts Guildford ACA ACCA CTA STEP Your new company My client is a global legal practice with multiple office locations across the south of England. Renowned for their excellent level of service to their clients, they have been experiencing year-on-year growth. As such, a new opportunity has become available for a specialist in Trusts Tax to join their team at either a Senior Manager or Manager level. This role offers hybrid working and an excellent bonus structure. This opportunity would suit someone who has excellent people skills and who is looking to develop their career within a friendly collaborative team that is widely recognised for its expertise in this area. Your new role You will: Work closely with partners, associates and also members of our growing Trust team. Be exposed to a wide range of trust work, including charities, and sits within the Firm's market-leading Private Client division. Managing a complex portfolio of domestic trusts and trust structures for a very high and varied calibre of client. Deliver and implement complex trust and estate planning advice to mainly UK clients in relation to the tax and trust law positions for trusts under management. Proactively managing and building client relationships, acting as the first point of contact for trustees, beneficiaries, and intermediaries. Oversee the timely reporting of trusts for CRS, FATCA, ATED, and the Trust Registration Service Manage relationships between grant-making and applicant charities, dealing with prospective beneficiaries, drafting deeds and associated policies Oversee and contribute towards the timely preparation of annual trust accounts and tax returns, as well as the personal tax compliance for a number of UK and non-UK domiciliaries. Advising on the relevant annual exemptions and reliefs and calculating the associated tax liabilities. Calculate the Inheritance Tax liabilities for complex trust structures and oversee the preparation of the Inheritance Tax returns. Dealing with HM Revenue and Customs, as required Monitor the performance of trust investments by reviewing investment reports and activating investment reviews. Preparing/reviewing trustees' investment policy statements and ensuring the agreed investment policies are enforced and remain appropriate. Review and interpret trust deeds and related documentation with input from the wider team, as appropriate. Preparing legal documentation, such as trustee resolutions and deeds of appointment. You will have a lot of client contact and be expected to take part in client meetings and liaise independently with clients, beneficiaries, banks, investment managers and other professional advisers such as valuers and accountants. What you'll need to succeed You will have strong experience and technical knowledge of UK Trusts, with the ability to manage a portfolio of clients. You will have excellent interpersonal skills, being the main point of contact for your clients, providing advice when needed. Liaise and collaborate across the team, delivering a high level of service to clients. What you'll get in return You will receive a salary dependent on experience up to £90,000. There is an excellent bonus structure available. Hybrid working with 3 days in the office, part-time and flexible working options are available. 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 to , or call me now on 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 Manager Location: Lincolnshire (multiple office locations available) Working Pattern: Hybrid Salary: up to £55k + excellent benefits Reed Finance are proud to be partnering with a well-established Lincolnshire-based organisation to recruit an experienced Tax Manager . This is an excellent opportunity to join a forward-thinking business that places real value on its people and offers flexibility alongside a strong benefits package. Key Responsibilities Oversee and manage tax compliance across the business Prepare self-assessment and capital gains tax returns for individuals, trusts, estates, and partnerships Manage and review tax returns to ensure accuracy and compliance Produce trust accounts and oversee trust administration processes Maintain and manage trust and estate records with HMRC Build and manage relationships with a diverse range of internal and external stakeholders, including non-finance teams About You Proven experience in a tax-focused role, ideally at management level Strong technical understanding of current tax legislation Excellent organisational and time management skills, with the ability to prioritise effectively Confident communicator with strong stakeholder management abilities What's on Offer Competitive salary package Hybrid working model with flexibility across multiple Lincolnshire locations Comprehensive benefits package Opportunity to join a supportive and people-focused organisation with a strong reputation
Jun 18, 2026
Full time
Tax Manager Location: Lincolnshire (multiple office locations available) Working Pattern: Hybrid Salary: up to £55k + excellent benefits Reed Finance are proud to be partnering with a well-established Lincolnshire-based organisation to recruit an experienced Tax Manager . This is an excellent opportunity to join a forward-thinking business that places real value on its people and offers flexibility alongside a strong benefits package. Key Responsibilities Oversee and manage tax compliance across the business Prepare self-assessment and capital gains tax returns for individuals, trusts, estates, and partnerships Manage and review tax returns to ensure accuracy and compliance Produce trust accounts and oversee trust administration processes Maintain and manage trust and estate records with HMRC Build and manage relationships with a diverse range of internal and external stakeholders, including non-finance teams About You Proven experience in a tax-focused role, ideally at management level Strong technical understanding of current tax legislation Excellent organisational and time management skills, with the ability to prioritise effectively Confident communicator with strong stakeholder management abilities What's on Offer Competitive salary package Hybrid working model with flexibility across multiple Lincolnshire locations Comprehensive benefits package Opportunity to join a supportive and people-focused organisation with a strong reputation
Tax Manager Location: Lincolnshire (multiple office locations available) Working Pattern: Hybrid Salary: up to £55k + excellent benefits Reed Finance are proud to be partnering with a well-established Lincolnshire-based organisation to recruit an experienced Tax Manager . This is an excellent opportunity to join a forward-thinking business that places real value on its people and offers flexibility alongside a strong benefits package. Key Responsibilities Oversee and manage tax compliance across the business Prepare self-assessment and capital gains tax returns for individuals, trusts, estates, and partnerships Manage and review tax returns to ensure accuracy and compliance Produce trust accounts and oversee trust administration processes Maintain and manage trust and estate records with HMRC Build and manage relationships with a diverse range of internal and external stakeholders, including non-finance teams About You Proven experience in a tax-focused role, ideally at management level Strong technical understanding of current tax legislation Excellent organisational and time management skills, with the ability to prioritise effectively Confident communicator with strong stakeholder management abilities What's on Offer Competitive salary package Hybrid working model with flexibility across multiple Lincolnshire locations Comprehensive benefits package Opportunity to join a supportive and people-focused organisation with a strong reputation
Jun 18, 2026
Full time
Tax Manager Location: Lincolnshire (multiple office locations available) Working Pattern: Hybrid Salary: up to £55k + excellent benefits Reed Finance are proud to be partnering with a well-established Lincolnshire-based organisation to recruit an experienced Tax Manager . This is an excellent opportunity to join a forward-thinking business that places real value on its people and offers flexibility alongside a strong benefits package. Key Responsibilities Oversee and manage tax compliance across the business Prepare self-assessment and capital gains tax returns for individuals, trusts, estates, and partnerships Manage and review tax returns to ensure accuracy and compliance Produce trust accounts and oversee trust administration processes Maintain and manage trust and estate records with HMRC Build and manage relationships with a diverse range of internal and external stakeholders, including non-finance teams About You Proven experience in a tax-focused role, ideally at management level Strong technical understanding of current tax legislation Excellent organisational and time management skills, with the ability to prioritise effectively Confident communicator with strong stakeholder management abilities What's on Offer Competitive salary package Hybrid working model with flexibility across multiple Lincolnshire locations Comprehensive benefits package Opportunity to join a supportive and people-focused organisation with a strong reputation
Private Client Tax Advisory Manager Manchester Salary: £50,000 £65,000 per annum (pro rata, depending on experience) + Benefits Part-time (2 to 4 days per week) or Full-time About Clearcut Accountancy At Clearcut Accountancy, we pride ourselves on delivering clear, practical and commercially focused advice that genuinely helps our clients succeed. Working with a diverse portfolio of entrepreneurs, owner-managed businesses and high-net-worth individuals, we build long-term relationships by providing trusted advice tailored to each client's circumstances and goals. Our values underpin everything we do: Customer First Passion Integrity Excellence As our advisory offering continues to grow, we are looking for an experienced Private Client Tax Advisory Manager to join the team. Role overview This is a genuine tax advisory role focused on delivering high-quality planning advice rather than compliance work. You will work closely with a varied client base, advising on complex tax matters and identifying proactive planning opportunities that add real value. The successful candidate will be confident managing advisory assignments independently and bringing established expertise from day one. We are open to both full-time applicants and experienced advisers seeking a reduced working pattern of two to four days per week. Duties Providing tailored tax planning advice to private clients and owner-managed businesses. Advising on Inheritance Tax planning, including estate and lifetime planning strategies. Supporting clients with trusts and succession planning matters. Delivering property tax advice relating to acquisitions, disposals and ownership structures. Identifying tax efficiencies and proactive planning opportunities. Managing complex advisory assignments independently from instruction through to delivery. Building strong, trusted relationships with clients and professional contacts. Explaining technical tax matters clearly and commercially. Contributing to the continued growth and development of the firm's advisory services. Ideal candidate CTA qualified (Chartered Tax Adviser). A minimum of five years' recent experience delivering tax planning and advisory work. Strong technical knowledge of: Private client tax, Inheritance Tax (IHT), Trusts and Property tax The ability to manage complex advisory work with minimal supervision. Excellent communication and relationship-building skills. Commercial awareness and the ability to identify planning opportunities that benefit clients. A proactive and solutions-focused approach. Please note : This role is not suitable for candidates whose experience has been predominantly tax compliance, tax return preparation or team management without hands-on tax planning exposure. We are seeking an individual with proven experience of delivering tax advisory solutions independently and adding value from the outset. Why Join Clearcut Accountancy? Flexible part-time working available (2 to 4 days per week). Opportunity to shape and influence a growing advisory function. Exposure to interesting and varied advisory work. Supportive and collaborative team environment. The opportunity to make a genuine impact with clients from day one. Benefits Competitive salary Medical insurance Flexible working hours Paid personal time off Retirement plan Additional holidays Client referral bonus If you are an experienced tax adviser looking for a role where your advisory expertise will be valued and utilised from the outset, we would love to hear from you. Apply now for this Chartered Tax Advisor role with your updated CV. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.
Jun 18, 2026
Full time
Private Client Tax Advisory Manager Manchester Salary: £50,000 £65,000 per annum (pro rata, depending on experience) + Benefits Part-time (2 to 4 days per week) or Full-time About Clearcut Accountancy At Clearcut Accountancy, we pride ourselves on delivering clear, practical and commercially focused advice that genuinely helps our clients succeed. Working with a diverse portfolio of entrepreneurs, owner-managed businesses and high-net-worth individuals, we build long-term relationships by providing trusted advice tailored to each client's circumstances and goals. Our values underpin everything we do: Customer First Passion Integrity Excellence As our advisory offering continues to grow, we are looking for an experienced Private Client Tax Advisory Manager to join the team. Role overview This is a genuine tax advisory role focused on delivering high-quality planning advice rather than compliance work. You will work closely with a varied client base, advising on complex tax matters and identifying proactive planning opportunities that add real value. The successful candidate will be confident managing advisory assignments independently and bringing established expertise from day one. We are open to both full-time applicants and experienced advisers seeking a reduced working pattern of two to four days per week. Duties Providing tailored tax planning advice to private clients and owner-managed businesses. Advising on Inheritance Tax planning, including estate and lifetime planning strategies. Supporting clients with trusts and succession planning matters. Delivering property tax advice relating to acquisitions, disposals and ownership structures. Identifying tax efficiencies and proactive planning opportunities. Managing complex advisory assignments independently from instruction through to delivery. Building strong, trusted relationships with clients and professional contacts. Explaining technical tax matters clearly and commercially. Contributing to the continued growth and development of the firm's advisory services. Ideal candidate CTA qualified (Chartered Tax Adviser). A minimum of five years' recent experience delivering tax planning and advisory work. Strong technical knowledge of: Private client tax, Inheritance Tax (IHT), Trusts and Property tax The ability to manage complex advisory work with minimal supervision. Excellent communication and relationship-building skills. Commercial awareness and the ability to identify planning opportunities that benefit clients. A proactive and solutions-focused approach. Please note : This role is not suitable for candidates whose experience has been predominantly tax compliance, tax return preparation or team management without hands-on tax planning exposure. We are seeking an individual with proven experience of delivering tax advisory solutions independently and adding value from the outset. Why Join Clearcut Accountancy? Flexible part-time working available (2 to 4 days per week). Opportunity to shape and influence a growing advisory function. Exposure to interesting and varied advisory work. Supportive and collaborative team environment. The opportunity to make a genuine impact with clients from day one. Benefits Competitive salary Medical insurance Flexible working hours Paid personal time off Retirement plan Additional holidays Client referral bonus If you are an experienced tax adviser looking for a role where your advisory expertise will be valued and utilised from the outset, we would love to hear from you. Apply now for this Chartered Tax Advisor role with your updated CV. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.
Personal Tax Senior Manager - Private Client / Trusts & Estates If you're an experienced private client tax manager or senior manager who thrives on building deep client relationships, delivering high-quality advisory work and being part of a fast-growing, entrepreneurial practice, this is a standout opportunity. I'm working with a modern, ambitious and rapidly expanding tax practice with an impressive client base of entrepreneurs, HNWIs and business owners. They are now looking to appoint a senior hire to work directly beneath the Private Client Tax Partner and play a key role in the continued growth of the team. This is a firm where you're supported properly, trusted early and encouraged to progress quickly. Your new role : A senior leadership position within a growing private client tax team, offering full ownership of high-value relationships and the chance to shape the future of the department. Lead a high-value private client portfolio including HNWIs, entrepreneurs and complex personal tax cases Act as a trusted advisor on residency, trusts & estates, IHT and wider strategic planning Manage complex advisory projects alongside the partner Oversee compliance prepared by the wider team Mentor and develop junior talent Support business development and identify commercial opportunities Influence processes and team growth as the department scales What you'll need to succeed : STEP or CTA qualified (or equivalent) Strong experience across both compliance and advisory Confident handling complex technical matters and high-value client relationships Commercial, proactive and solutions-driven Experienced in leading teams and developing junior staff What you'll get in return : Bonus, commission and pensionA senior seat within a rapidly growing, ambitious firmDirect access to partners and clear progression opportunitiesExposure to complex, interesting and high-value client workA collaborative, supportive and entrepreneurial culture 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.
Jun 18, 2026
Full time
Personal Tax Senior Manager - Private Client / Trusts & Estates If you're an experienced private client tax manager or senior manager who thrives on building deep client relationships, delivering high-quality advisory work and being part of a fast-growing, entrepreneurial practice, this is a standout opportunity. I'm working with a modern, ambitious and rapidly expanding tax practice with an impressive client base of entrepreneurs, HNWIs and business owners. They are now looking to appoint a senior hire to work directly beneath the Private Client Tax Partner and play a key role in the continued growth of the team. This is a firm where you're supported properly, trusted early and encouraged to progress quickly. Your new role : A senior leadership position within a growing private client tax team, offering full ownership of high-value relationships and the chance to shape the future of the department. Lead a high-value private client portfolio including HNWIs, entrepreneurs and complex personal tax cases Act as a trusted advisor on residency, trusts & estates, IHT and wider strategic planning Manage complex advisory projects alongside the partner Oversee compliance prepared by the wider team Mentor and develop junior talent Support business development and identify commercial opportunities Influence processes and team growth as the department scales What you'll need to succeed : STEP or CTA qualified (or equivalent) Strong experience across both compliance and advisory Confident handling complex technical matters and high-value client relationships Commercial, proactive and solutions-driven Experienced in leading teams and developing junior staff What you'll get in return : Bonus, commission and pensionA senior seat within a rapidly growing, ambitious firmDirect access to partners and clear progression opportunitiesExposure to complex, interesting and high-value client workA collaborative, supportive and entrepreneurial culture 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.
Are you looking for a Tax Manager job in Scarborough where you can take ownership of a growing personal tax department, support and develop a team, and work with a varied client base within a supportive and forward-thinking accountancy practice? We are working with a well-established accountancy practice in Scarborough who are looking for an Assistant Tax Manager / Tax Senior who is looking for that next step in their career or an experienced Tax Manager who is looking to join a growing team. This is a fantastic opportunity for someone who enjoys combining technical tax knowledge with client relationships, team leadership, and the chance to help shape and develop a department. The firm has a strong local presence, a collaborative culture, and a genuine focus on delivering high-quality, personal service to clients while creating an environment where people can thrive. This role would suit an experienced tax professional who is ready to take the next step in their career and play a key role in developing a successful personal tax function. What the Tax Manager job involves As Tax Manager, you will take responsibility for overseeing a varied personal tax portfolio while supporting the development and performance of the wider tax team. You will be responsible for: Leading, mentoring and supporting Tax Seniors and Trainees, encouraging technical excellence and knowledge sharing. Acting as a key advisor for a varied client base, including individuals, partnerships, trusts and estates. Identifying tax planning opportunities and providing technical guidance on bespoke client projects. Overseeing the personal tax return process and managing higher-level compliance cases within your portfolio. Managing HMRC enquiries and compliance checks professionally and accurately. Supporting departmental efficiency through billing processes, monthly WIP reviews and proactive workload management. Building strong, trusted relationships with clients and delivering a high level of service. Working collaboratively with colleagues across the wider firm to provide joined-up advice and support. This is a varied and influential tax role where technical knowledge, client care, team development and commercial awareness are all key. Skills required You may be ATT or CTA qualified, or working towards a relevant qualification. Equivalent experience will also be considered for someone who has strong personal tax knowledge and the confidence to manage a varied client portfolio. You will need excellent technical tax knowledge, strong communication skills and a client-focused approach. Previous experience managing, mentoring or supporting junior members of a team would be highly beneficial. This role would suit someone who is organised, professional and proactive, with the confidence to manage deadlines, support clients, deal with HMRC enquiries, and contribute to the continued growth and success of a tax department. Other information This is a full-time, permanent position working 36.25 hours per week. The role is based in Scarborough. Opportunities for career progression and personal development. Friendly, inclusive and supportive team environment. Flexible working arrangements to support work-life balance. Ongoing training and development to support your career goals. Opportunity to work with a diverse and growing client base. You will be joining a well-regarded, forward-thinking accountancy practice where professional excellence and personal wellbeing are both valued. This is an excellent opportunity for an experienced Tax Manager or Senior Tax professional who is ready for a fresh challenge and wants to make a real impact within a supportive and growing team. This vacancy is being advertised through KD Recruitment Limited who are operating as an Employment Agency. Due to the volume of applications we receive, if you have not heard from us within 2 weeks, please assume you have not been shortlisted for this particular role. KD Recruitment Limited is committed to a policy of equal opportunities in relation to job applications and we are also committed to protecting your personal data. If you would like to read our privacy policy, please go to our website (url removed) where you will find all the information you need to know about how we will use and process your personal data. You can also follow us on Facebook, Instagram, Twitter, and LinkedIn for up-to-date jobs and other helpful information.
Jun 18, 2026
Full time
Are you looking for a Tax Manager job in Scarborough where you can take ownership of a growing personal tax department, support and develop a team, and work with a varied client base within a supportive and forward-thinking accountancy practice? We are working with a well-established accountancy practice in Scarborough who are looking for an Assistant Tax Manager / Tax Senior who is looking for that next step in their career or an experienced Tax Manager who is looking to join a growing team. This is a fantastic opportunity for someone who enjoys combining technical tax knowledge with client relationships, team leadership, and the chance to help shape and develop a department. The firm has a strong local presence, a collaborative culture, and a genuine focus on delivering high-quality, personal service to clients while creating an environment where people can thrive. This role would suit an experienced tax professional who is ready to take the next step in their career and play a key role in developing a successful personal tax function. What the Tax Manager job involves As Tax Manager, you will take responsibility for overseeing a varied personal tax portfolio while supporting the development and performance of the wider tax team. You will be responsible for: Leading, mentoring and supporting Tax Seniors and Trainees, encouraging technical excellence and knowledge sharing. Acting as a key advisor for a varied client base, including individuals, partnerships, trusts and estates. Identifying tax planning opportunities and providing technical guidance on bespoke client projects. Overseeing the personal tax return process and managing higher-level compliance cases within your portfolio. Managing HMRC enquiries and compliance checks professionally and accurately. Supporting departmental efficiency through billing processes, monthly WIP reviews and proactive workload management. Building strong, trusted relationships with clients and delivering a high level of service. Working collaboratively with colleagues across the wider firm to provide joined-up advice and support. This is a varied and influential tax role where technical knowledge, client care, team development and commercial awareness are all key. Skills required You may be ATT or CTA qualified, or working towards a relevant qualification. Equivalent experience will also be considered for someone who has strong personal tax knowledge and the confidence to manage a varied client portfolio. You will need excellent technical tax knowledge, strong communication skills and a client-focused approach. Previous experience managing, mentoring or supporting junior members of a team would be highly beneficial. This role would suit someone who is organised, professional and proactive, with the confidence to manage deadlines, support clients, deal with HMRC enquiries, and contribute to the continued growth and success of a tax department. Other information This is a full-time, permanent position working 36.25 hours per week. The role is based in Scarborough. Opportunities for career progression and personal development. Friendly, inclusive and supportive team environment. Flexible working arrangements to support work-life balance. Ongoing training and development to support your career goals. Opportunity to work with a diverse and growing client base. You will be joining a well-regarded, forward-thinking accountancy practice where professional excellence and personal wellbeing are both valued. This is an excellent opportunity for an experienced Tax Manager or Senior Tax professional who is ready for a fresh challenge and wants to make a real impact within a supportive and growing team. This vacancy is being advertised through KD Recruitment Limited who are operating as an Employment Agency. Due to the volume of applications we receive, if you have not heard from us within 2 weeks, please assume you have not been shortlisted for this particular role. KD Recruitment Limited is committed to a policy of equal opportunities in relation to job applications and we are also committed to protecting your personal data. If you would like to read our privacy policy, please go to our website (url removed) where you will find all the information you need to know about how we will use and process your personal data. You can also follow us on Facebook, Instagram, Twitter, and LinkedIn for up-to-date jobs and other helpful information.
Hays Specialist Recruitment Limited
Solihull, West Midlands
Your new company Independent accountancy firm in South Birmingham with a supportive and friendly team seeking a personal tax professional to manage a varied portfolio of clients. Your new role Working closely with the Tax Manager, you will take responsibility for a portfolio of clients - managing all aspects of the compliance process - preparing tax returns and ensuring they are submitted accurately, providing guidance to clients and advice when required. Alongside this, you will complete MTD reports, capital gains calculations and submissions and p11D forms. You will also have opportunities to assist with advisory projects and trusts and estates work. What you'll need to succeed To be considered for this role, you will have gained experience managing personal tax compliance for a varied range of clients, including business owners and HNWIs. You will ideally possess relevant accountancy and/or tax qualifications (AAT/ATT/ACCA/ACA) or will be studying towards completion. Additionally, you will have great communication skills, the ability to work to deadlines and the desire to take ownership of your client portfolio and ensure an excellent service is given to your clients. What you'll get in return The successful candidate will benefit from working at a supportive firm with a professional and friendly working atmosphere and a high proportion of staff with long-tenure. Your professional development will be supported - both through ongoing CPD and funded study support where applicable. Flexible start/finish times and on-site parking are available. 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. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Jun 18, 2026
Full time
Your new company Independent accountancy firm in South Birmingham with a supportive and friendly team seeking a personal tax professional to manage a varied portfolio of clients. Your new role Working closely with the Tax Manager, you will take responsibility for a portfolio of clients - managing all aspects of the compliance process - preparing tax returns and ensuring they are submitted accurately, providing guidance to clients and advice when required. Alongside this, you will complete MTD reports, capital gains calculations and submissions and p11D forms. You will also have opportunities to assist with advisory projects and trusts and estates work. What you'll need to succeed To be considered for this role, you will have gained experience managing personal tax compliance for a varied range of clients, including business owners and HNWIs. You will ideally possess relevant accountancy and/or tax qualifications (AAT/ATT/ACCA/ACA) or will be studying towards completion. Additionally, you will have great communication skills, the ability to work to deadlines and the desire to take ownership of your client portfolio and ensure an excellent service is given to your clients. What you'll get in return The successful candidate will benefit from working at a supportive firm with a professional and friendly working atmosphere and a high proportion of staff with long-tenure. Your professional development will be supported - both through ongoing CPD and funded study support where applicable. Flexible start/finish times and on-site parking are available. 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. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Blusource Professional Services Ltd
Longthorpe, Cambridgeshire
A job opportunity has arisen for a Senior Tax Professional for a leading accountancy firm based in Peterborough. The firm have some degree of flexibility in the level they hire at, with Semi-Seniors to Assistant Managers being considered. In this role, personal tax is the key focus but there is opportunity for a well-rounded mixed tax role, allowing you to work on both personal and corporate tax, along with advisory work too. The role can be crafted to suit the best applicant The firm can offer hybrid working of 2 days per week from home. Career progression is quick, and they feel their focus on training and development allows most to get promotions and career movement more quickly than they will elsewhere. The client base served out of Peterborough will always be predominantly owner-managed businesses but there is a good number of large-scale clients, offering technical complexity and real size. Benefits: Competitive Salary Package Genuine work life balance Hybrid working - 2 days per week from home 25 days holiday Bank Holidays Opportunity to buy or sell up to 5 days of holiday Employee recognition awards Paid Overtime Free parking Flexible hours around core hours Annual Bonus Excellent progression opportunities Study support for professional qualifications Health insurance Responsibilities: Manage a diverse portfolio of clients including owner-managed businesses, high-net-worth individuals, families, trusts, estates, partnerships, and corporate entities, acting as a key day-to-day contact for tax matters. Prepare and review personal tax returns, corporation tax returns, trust tax returns, and associated tax computations, ensuring technical accuracy, compliance with legislation, and timely submission. Provide practical tax advice across a broad range of personal and corporate tax matters, translating complex technical issues into clear, commercially focused recommendations for clients. Support the delivery of tax advisory projects including shareholder extraction planning, succession and wealth planning, business restructures, capital gains tax planning, inheritance tax considerations, property tax matters, and transaction-related tax support. Manage HMRC correspondence and compliance matters, including responding to enquiries, handling information requests, supporting investigations and disclosures, and liaising directly with HMRC on behalf of clients. Prepare and review inheritance tax reporting, including IHT100 and IHT400 returns, and support trust and estate tax compliance and planning assignments. Advise on key corporate tax issues including capital allowances, loss relief, group relief, close company matters, s455 tax, director loan accounts, and other tax risk areas affecting owner-managed businesses. Review and oversee employment tax compliance requirements, including P11D/P11D(b), PAYE Settlement Agreements and employment-related securities reporting where applicable. Identify tax planning opportunities and additional service needs within the client portfolio Monitor client deadlines, maintain accurate records and work-in-progress, and contribute to efficient service delivery by identifying opportunities to improve processes and manage risk. Support, coach and review the work of junior team members, providing guidance on technical matters and contributing to their professional development. Maintain and develop tax technical knowledge through ongoing professional development and provide support to senior managers and partners on complex tax projects and advisory assignments.
Jun 18, 2026
Full time
A job opportunity has arisen for a Senior Tax Professional for a leading accountancy firm based in Peterborough. The firm have some degree of flexibility in the level they hire at, with Semi-Seniors to Assistant Managers being considered. In this role, personal tax is the key focus but there is opportunity for a well-rounded mixed tax role, allowing you to work on both personal and corporate tax, along with advisory work too. The role can be crafted to suit the best applicant The firm can offer hybrid working of 2 days per week from home. Career progression is quick, and they feel their focus on training and development allows most to get promotions and career movement more quickly than they will elsewhere. The client base served out of Peterborough will always be predominantly owner-managed businesses but there is a good number of large-scale clients, offering technical complexity and real size. Benefits: Competitive Salary Package Genuine work life balance Hybrid working - 2 days per week from home 25 days holiday Bank Holidays Opportunity to buy or sell up to 5 days of holiday Employee recognition awards Paid Overtime Free parking Flexible hours around core hours Annual Bonus Excellent progression opportunities Study support for professional qualifications Health insurance Responsibilities: Manage a diverse portfolio of clients including owner-managed businesses, high-net-worth individuals, families, trusts, estates, partnerships, and corporate entities, acting as a key day-to-day contact for tax matters. Prepare and review personal tax returns, corporation tax returns, trust tax returns, and associated tax computations, ensuring technical accuracy, compliance with legislation, and timely submission. Provide practical tax advice across a broad range of personal and corporate tax matters, translating complex technical issues into clear, commercially focused recommendations for clients. Support the delivery of tax advisory projects including shareholder extraction planning, succession and wealth planning, business restructures, capital gains tax planning, inheritance tax considerations, property tax matters, and transaction-related tax support. Manage HMRC correspondence and compliance matters, including responding to enquiries, handling information requests, supporting investigations and disclosures, and liaising directly with HMRC on behalf of clients. Prepare and review inheritance tax reporting, including IHT100 and IHT400 returns, and support trust and estate tax compliance and planning assignments. Advise on key corporate tax issues including capital allowances, loss relief, group relief, close company matters, s455 tax, director loan accounts, and other tax risk areas affecting owner-managed businesses. Review and oversee employment tax compliance requirements, including P11D/P11D(b), PAYE Settlement Agreements and employment-related securities reporting where applicable. Identify tax planning opportunities and additional service needs within the client portfolio Monitor client deadlines, maintain accurate records and work-in-progress, and contribute to efficient service delivery by identifying opportunities to improve processes and manage risk. Support, coach and review the work of junior team members, providing guidance on technical matters and contributing to their professional development. Maintain and develop tax technical knowledge through ongoing professional development and provide support to senior managers and partners on complex tax projects and advisory assignments.
Mellis Blue is seeking a highly skilled and experienced Personal Tax Manager for our client based in Bedfordshire. This pivotal role involves managing a diverse portfolio of high-net-worth individuals, trusts, and estates, ensuring the delivery of exceptional personal tax compliance and advisory services. This role is based in Luton, and willl offer hybrid arrangements, and other excellent benefit click apply for full job details
Jun 17, 2026
Full time
Mellis Blue is seeking a highly skilled and experienced Personal Tax Manager for our client based in Bedfordshire. This pivotal role involves managing a diverse portfolio of high-net-worth individuals, trusts, and estates, ensuring the delivery of exceptional personal tax compliance and advisory services. This role is based in Luton, and willl offer hybrid arrangements, and other excellent benefit click apply for full job details
Private Client Tax Director Birmingham based This is a role for a private client tax leader who wants to build, not inherit. A well-established mid-tier professional services firm is seeking a Private Client Tax Director to play a central role in shaping and growing its private client tax presence in Birmingham. With real backing from the wider business, this position offers the opportunity to develop a market-leading regional offering while building a team aligned to your own vision. The Role You will take responsibility for leading and expanding the private client tax proposition in Birmingham, supported by established and highly regarded private client teams in neighbouring offices. While there is an existing client base, a significant and intentional element of the role focuses on business development, relationship-building and raising the firm's profile across the region. Crucially, this role offers the opportunity to grow and shape a team of your own, with autonomy over recruitment, development and long-term structure as the practice evolves. Key Responsibilities Acting as lead adviser to a portfolio of high-net-worth individuals, families, business owners and trusts Advising on income tax, CGT, inheritance tax, trusts, succession and estate planning Driving business development activity, including networking, referrals and collaborative initiatives Working closely with Partners and Directors across other offices to deliver joined-up private client advice Identifying cross-service opportunities and strengthening long-term client relationships Building, mentoring and leading a Birmingham-based private client tax team Providing technical oversight and strategic direction on complex advisory matters About You Extensive experience in private client tax within a professional services environment Operating at Director level, or a Senior Manager ready to step into a leadership role with a strong BD focus CTA, ACA or equivalent qualification Commercial, entrepreneurial mindset with confidence to grow a regional offering Strong communicator who enjoys both client engagement and internal collaboration Why Join? A genuine opportunity to build, lead and scale a private client tax practice Clear commitment to regional investment rather than maintaining the status quo Strong support from established private client teams in other UK locations Broad, advisory-led private client work with minimal internal bureaucracy Hybrid working embedded as a norm, not a benefit Apply To apply, please submit your CV for consideration. Alternatively, if you would prefer an initial confidential discussion about the opportunity, you are welcome to get in touch for an informal chat. If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer £200 in shopping vouchers for every referred candidate who we place in a role. Terms & Conditions Apply.
Jun 17, 2026
Full time
Private Client Tax Director Birmingham based This is a role for a private client tax leader who wants to build, not inherit. A well-established mid-tier professional services firm is seeking a Private Client Tax Director to play a central role in shaping and growing its private client tax presence in Birmingham. With real backing from the wider business, this position offers the opportunity to develop a market-leading regional offering while building a team aligned to your own vision. The Role You will take responsibility for leading and expanding the private client tax proposition in Birmingham, supported by established and highly regarded private client teams in neighbouring offices. While there is an existing client base, a significant and intentional element of the role focuses on business development, relationship-building and raising the firm's profile across the region. Crucially, this role offers the opportunity to grow and shape a team of your own, with autonomy over recruitment, development and long-term structure as the practice evolves. Key Responsibilities Acting as lead adviser to a portfolio of high-net-worth individuals, families, business owners and trusts Advising on income tax, CGT, inheritance tax, trusts, succession and estate planning Driving business development activity, including networking, referrals and collaborative initiatives Working closely with Partners and Directors across other offices to deliver joined-up private client advice Identifying cross-service opportunities and strengthening long-term client relationships Building, mentoring and leading a Birmingham-based private client tax team Providing technical oversight and strategic direction on complex advisory matters About You Extensive experience in private client tax within a professional services environment Operating at Director level, or a Senior Manager ready to step into a leadership role with a strong BD focus CTA, ACA or equivalent qualification Commercial, entrepreneurial mindset with confidence to grow a regional offering Strong communicator who enjoys both client engagement and internal collaboration Why Join? A genuine opportunity to build, lead and scale a private client tax practice Clear commitment to regional investment rather than maintaining the status quo Strong support from established private client teams in other UK locations Broad, advisory-led private client work with minimal internal bureaucracy Hybrid working embedded as a norm, not a benefit Apply To apply, please submit your CV for consideration. Alternatively, if you would prefer an initial confidential discussion about the opportunity, you are welcome to get in touch for an informal chat. If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer £200 in shopping vouchers for every referred candidate who we place in a role. Terms & Conditions Apply.
If you're an experienced Tax Advisory Manager who enjoys solving complex tax challenges and building trusted relationships with clients, this could be the opportunity you've been waiting for. Many tax professionals find themselves spending too much time on compliance and not enough time delivering the strategic advice that genuinely adds value. This role offers the chance to focus on high-level private client planning, working with individuals, families and business owners on matters that have a real impact on their financial future. As a Tax Advisory Manager, you'll work on sophisticated tax planning projects covering inheritance tax, trusts, family investment companies and wider wealth preservation strategies. You'll be trusted to provide expert guidance, influence outcomes and help develop less experienced team members along the way. For an ambitious Tax Advisory Manager / Private Client Tax Adviser seeking greater variety, autonomy and career progression, this is an opportunity to join a forward-thinking advisory environment where your expertise will be recognised and rewarded. Role Overview Lead complex private client tax planning projects from initial strategy through to implementation Advise clients on inheritance tax planning, trusts, family investment companies and wealth preservation structures Prepare and review detailed tax analyses, technical reports and project plans Liaise with solicitors, HMRC and other stakeholders to ensure successful project delivery Identify tax planning opportunities and develop practical solutions for clients Review technical work completed by other members of the tax team Mentor and support colleagues to develop their technical knowledge and advisory skills The Ideal Candidate CTA qualified, or equivalent, preferred but not essential Strong private client tax advisory experience with exposure to inheritance tax planning Sound technical knowledge across direct taxes including CGT, Income Tax and related planning matters Comfortable interpreting legislation, case law and complex technical issues Excellent communication skills with the ability to build trusted client relationships Commercially aware with a proactive and solutions-focused approach Enjoys supporting and developing junior team members What's on Offer Base salary up to £90,000, dependent upon experience Company car or car allowance Profit share scheme Private medical insurance Flexible working hours, including one day from home per week Free quality lunches four days per week Team building events and reward lunches Genuine opportunities for professional development and progression Supportive and collaborative working environment Register your interest by applying today or call Ash Ball on (phone number removed) to discuss this opportunity further, always in complete confidence. Addington Ball is a specialist finance and accounting recruitment consultancy. We are a member of TEAM and are acting as an Employment Agency in relation to this vacancy. Job ref - ABJ/(phone number removed) - Tax Advisory Manager
Jun 17, 2026
Full time
If you're an experienced Tax Advisory Manager who enjoys solving complex tax challenges and building trusted relationships with clients, this could be the opportunity you've been waiting for. Many tax professionals find themselves spending too much time on compliance and not enough time delivering the strategic advice that genuinely adds value. This role offers the chance to focus on high-level private client planning, working with individuals, families and business owners on matters that have a real impact on their financial future. As a Tax Advisory Manager, you'll work on sophisticated tax planning projects covering inheritance tax, trusts, family investment companies and wider wealth preservation strategies. You'll be trusted to provide expert guidance, influence outcomes and help develop less experienced team members along the way. For an ambitious Tax Advisory Manager / Private Client Tax Adviser seeking greater variety, autonomy and career progression, this is an opportunity to join a forward-thinking advisory environment where your expertise will be recognised and rewarded. Role Overview Lead complex private client tax planning projects from initial strategy through to implementation Advise clients on inheritance tax planning, trusts, family investment companies and wealth preservation structures Prepare and review detailed tax analyses, technical reports and project plans Liaise with solicitors, HMRC and other stakeholders to ensure successful project delivery Identify tax planning opportunities and develop practical solutions for clients Review technical work completed by other members of the tax team Mentor and support colleagues to develop their technical knowledge and advisory skills The Ideal Candidate CTA qualified, or equivalent, preferred but not essential Strong private client tax advisory experience with exposure to inheritance tax planning Sound technical knowledge across direct taxes including CGT, Income Tax and related planning matters Comfortable interpreting legislation, case law and complex technical issues Excellent communication skills with the ability to build trusted client relationships Commercially aware with a proactive and solutions-focused approach Enjoys supporting and developing junior team members What's on Offer Base salary up to £90,000, dependent upon experience Company car or car allowance Profit share scheme Private medical insurance Flexible working hours, including one day from home per week Free quality lunches four days per week Team building events and reward lunches Genuine opportunities for professional development and progression Supportive and collaborative working environment Register your interest by applying today or call Ash Ball on (phone number removed) to discuss this opportunity further, always in complete confidence. Addington Ball is a specialist finance and accounting recruitment consultancy. We are a member of TEAM and are acting as an Employment Agency in relation to this vacancy. Job ref - ABJ/(phone number removed) - Tax Advisory Manager