58 jobs found

The OpportunityNigel Wright are pleased to be supporting a growing and highly regarded accountancy and advisory firm with the appointment of a Tax Senior.This is an excellent opportunity to join a people-focused business that takes pride in building long-term, trusted relationships with its clients. The firm works with a wide and varied client base-from individuals and owner-managed businesses through to larger corporates-and is known for delivering proactive, high-quality advice.As part of a continued period of growth, they are looking to strengthen their tax team with an experienced professional who can combine strong technical expertise with a genuine passion for client service.The RoleWorking closely with senior accountants and partners, you will take ownership of a portfolio of private clients while supporting wider tax advisory activity across the firm.Key responsibilities will include: Managing a portfolio of personal tax clients, including high-net-worth individuals, business owners and directors Preparing and reviewing self-assessment tax returns, with support from junior team members where appropriate Providing advice to both clients and internal stakeholders across a range of tax matters, including capital gains tax, VAT and aspects of corporation tax Meeting with prospective clients to understand their requirements and assess how best to support them Liaising directly with HMRC, managing correspondence and resolving queries efficiently Supporting senior managers and directors on tax advisory and planning projects The PersonWe are keen to speak with individuals who can demonstrate: Experience working within a UK accountancy practice environment Broad exposure to personal tax and general tax compliance ATT qualified (or CTA part/qualified) or qualified by experience A proactive, detail-oriented approach with strong technical capability Confidence working directly with clients and supporting colleagues on advisory matters Experience with IRIS (desirable but not essential) Salary & Benefits Competitive salary 22 days annual leave plus: Your birthday off Office closure between Christmas and New Year Additional leave with service (up to 30 days) Flexible working arrangements Free on-site parking Bupa cash plan and company pension Regular team socials and annual away days Wellness, charity and sporting events throughout the year Additional paid day each year to support a charity of your choice

Accounts Manager - Boutique Firm North West London I'm working with a well-established, privately owned accountancy practice in North West London that's looking for an Accounts Manager to join their leadership team. This is a genuine mid-manager role - managing clients and staff directly, with involvement in both operational and strategic decisions for the firm. The position offers a clear and realistic pathway to partnership for the right person. Why this role? Autonomy to manage your own client portfolio (sector agnostic) Direct people management responsibility across the accounts team Exposure to firm-wide decision making and strategy Genuine long-term prospects - partnership is firmly on the table What they're looking for: ACA or ACCA qualified with proven UK practice experience Confident in client management and relationship building Strong leadership skills with the ability to manage, mentor, and develop staff Broad exposure across accounts, tax, and advisory services (a plus in a boutique environment) Someone ambitious, commercial, and comfortable stepping into a leadership role This would suit someone who's outgrown a purely technical position and is ready to play a bigger role in shaping both client relationships and the direction of a firm. If you'd like to explore this opportunity, drop me a message here on LinkedIn. As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

Client Manager Salary: Up to £65,000 Working Arrangements: Hybrid & Flexible Working Working Hours: Full-Time or Part-Time (24 hours per week) Location: Cambridgeshire Role Description A forward-thinking independent accountancy firm is moving beyond the traditional practice model, leveraging technology and a relationship-led approach to provide meaningful business advice. This is a varied, client-facing role offering responsibility for a portfolio of SMEs, owner-managed businesses, partnerships and private clients. You'll act as a trusted adviser, supporting clients across accounts, tax and business matters whilst enjoying genuine autonomy, strong client ownership and the opportunity to play a key role in the firm's future growth. What's in it for you? Hybrid and flexible working Private healthcare Pension scheme CPD and professional development support Modern technology-driven environment Broad and varied client portfolio Direct access to senior leadership Genuine long-term progression opportunities What you'll do Manage a portfolio of business and private clients Prepare and review year-end accounts, corporation tax returns and self-assessment tax returns using technology to streamline compliance Support clients with VAT, bookkeeping and management reporting Build and maintain strong client relationships Identify tax planning and advisory opportunities Review and support the work of junior team members Work closely with colleagues across accounting, tax and advisory services Manage WIP, billing and portfolio performance Assist with business planning, forecasting and funding projects where required What you'll need ACA, ACCA or equivalent qualification At least 3-5 years' experience within a UK accountancy practice Experience managing a client portfolio independently Experience reviewing and supporting junior team members Strong knowledge of accounts and tax compliance Excellent communication and relationship-building skills Commercial mindset with an interest in advisory work Ready to apply? If you're an experienced practice professional looking for a varied, client-focused role within a modern and growing firm, please apply directly with your CV or contact Harry Watson at AJ Chambers for a confidential discussion.

Audit & Accounts Manager - Growing Independent Practice Lancaster (Hybrid) £55,000+ DOE Butler Rose Public Practice is delighted to be supporting a growing independent accountancy practice in the recruitment of an Audit& Accounts Manager to help structure and lead their expanding audit team. This is an exciting opportunity for an experienced Audit Manager or Assistant Manager looking to play a key role in the development of a growing audit function. Working closely with the Partners, you will take ownership of a varied audit portfolio, help shape departmental processes, and support the ongoing growth of the firms audit offering. Key Responsibilities Manage a portfolio of audit clients, including owner-managed businesses and group consolidations Lead audit assignments from planning through to completion, ensuring high-quality delivery Act as the primary client contact throughout audit engagements Review audit files and ensure compliance with UK GAAP and auditing standards Manage workflow, resource planning, and team utilisation across the audit department Support, mentor, and develop junior team members Work closely with Partners on technical matters and departmental development Opportunity to undertake a mixed portfolio including accounts and tax work if preferred or keeping to purely audit role Key Requirements ACA or ACCA qualified Experience operating at Audit Manager or Assistant Manager level within practice Strong technical audit knowledge and experience with owner-managed businesses Confident managing client relationships and leading audit engagements Strong leadership, organisational, and communication skills Full UK driving licence and willingness to travel to client sites What's on Offer Competitive salary from £55,000 plus performance-related bonus Part-time applications considered Direct exposure to and collaboration with the Partners Opportunity to influence and shape a growing audit department as well as the position itself Hybrid working options Private health insurance Professional membership paid annually Ongoing CPD and technical training Parking provided Additional paid leave between Christmas and New Year Interested? If this sounds like the next step in your career, get in touch with Demetria Petropoulos to find out more - Know someone perfect for this role? We offer a £150 retail voucher for every successful referral we place - so if you refer a friend or colleague who's hired through Butler Rose, you'll be rewarded! Butler Rose is committed to equality in the workplace and is an equal opportunity employer.Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.

Private Client Senior Manager West London / Hybrid £80,000 - £90,000 plus Excellent benefits Advise HNW business owners, serial entrepreneurs, and wealthy families, whilst progressing your career towards Director and Partner grades. This well-established and highly respected London accountancy firm is experiencing significant growth and continues to attract high quality private clients with interesting and challenging tax affairs. The Private Client team also handles complex income and capital taxes planning work for entrepreneurial HNWIs, including UK residential and non-domiciles. The demand for their expertise continues to grow and they are now keen to appoint a Senior Tax Manager. You'll join an excellent team and develop technically as you gain more exposure to high quality personal tax work. The role is largely ad hoc advisory-focused, but also involves reviewing complex compliance and overseeing a team of personal tax juniors. Working closely with the partners, you'll also have the opportunity to get involved with networking and business development. You'll need to be CTA qualified, with extensive experience of advising HNWIs on income tax, CGT and IHT issues. Knowledge of trusts and/or partnerships would also be helpful. This is a fantastic opportunity to develop your career to the next level with a reputable, independent firm. To apply contact John at As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

Senior Tax Advisor £60,000 - £70,000 OTE £80,000 - £90,000 Fully Remote Our client is a high-growth tax and strategic advisory firm working with entrepreneurs, privately owned businesses, high-net-worth individuals and ambitious companies across the UK and overseas. The firm has grown significantly over recent years, combining high-level technical tax advice with a modern, commercially led approach to client service. As the business continues to scale, this is a key senior appointment for someone who wants more influence, more autonomy and a genuine role in shaping the future of an advisory-led tax function. This is not a traditional corporate-led accountancy firm. You will be joining an ambitious, founder-led advisory business with a high-calibre client base, a strong market profile and a clear plan for continued growth. The Role You will work closely with the senior leadership team, taking responsibility for complex tax advisory work while helping to lead and develop the wider tax department. The client base includes founder-led businesses, scaling companies, entrepreneurs and private clients with significant wealth. These are clients who need proactive, commercially intelligent advice rather than standard compliance-led support. Many are growing quickly, restructuring, expanding internationally, planning transactions or dealing with increasingly complex tax considerations. You will be involved in leading advisory projects, managing senior client relationships and providing clear, technically robust advice across both corporate and private client tax matters. Typical responsibilities will include: • Leading complex tax advisory engagements for entrepreneurs, owner-managed businesses and high-net-worth individuals • Advising on corporate tax, private client tax and wider strategic tax planning • Supporting clients through growth, restructuring, succession, investment, transactions and international expansion • Acting as a trusted adviser to entrepreneurs and privately owned businesses • Reviewing technical work and helping to develop the wider tax team • Working with senior leadership to shape the advisory function as the firm continues to scale • Identifying opportunities to improve service delivery, technical standards and client outcomes Why This Opportunity Stands Out This is a chance to access the quality of work, resources and client complexity often associated with larger firms, but within a more agile, entrepreneurial and genuinely influential environment. You will not be one of many senior people in a large corporate structure. You will be a central figure in the firm's next phase of growth, with visibility across the business and the opportunity to help build something of long-term value. The firm has achieved significant year-on-year growth and continues to attract increasingly complex advisory work. There is a clear strategy for the future, continued investment in technology and infrastructure, and a strong appetite to keep raising standards across the business. For the right person, there is also the potential for extensive bonus incentives and longer-term equity participation. Your Profile This is a senior appointment, so it is essential that you are already proven within tax advisory. Ideally, you will have: • CTA, ACA, ACCA, CA qualification • Proven background in corporate and/or private client tax advisory • An ability to lead advisory conversations • The ability to advise entrepreneurs, owner-managed businesses and high-net-worth individuals • Experience reviewing complex tax matters and applying legislation in commercial scenarios • International tax exposure would be advantageous • The confidence to work closely with senior stakeholders and help drive a department forward This role would suit an experienced Tax Senior or Tax Manager who wants to move into a more entrepreneurial, advisory-led environment with genuine influence and long-term upside. For more details or a confidential discussion, please get in touch.

A well-established independent financial planning firm in St Helens has created a brand new Executive Assistant job, working directly alongside its founder and CEO. This is a genuine opportunity to operate at the top of a respected firm, up to £42,000 plus a 5% employer pension, profit-share bonus, private medical and 26 days' holiday rising to 30 with service. About the firm: The hiring firm is an independently owned, whole-of-market financial planning practice in St Helens, advising clients across wealth, pensions, inheritance tax, mortgages and protection. Built predominantly through client referral rather than advertising, it has grown consistently over two decades. It is consistently recognised for the quality of its client service and is founder-led in a way that keeps it human, collaborative and focused on the long term. This Executive Assistant job sits at the centre of that, closer to the founder than a standard EA position. The job: This Executive Assistant job was created to remove a bottleneck. After the CEO meets clients, the resulting actions have to reach the wider team to be processed, and that currently runs back through her. As Executive Assistant, you'll own that handoff. Briefing team managers on client meeting outcomes on the CEO's behalf Attending coaching sessions and networking events; managing all follow-up actions Drafting ad hoc correspondence and written communications for the CEO Supporting diary coordination alongside a fast-moving CEO schedule Representing the CEO credibly at external events, with travel expenses covered Working confidently across a modern tech stack, including AI tools What you'll need: EA experience within an FCA-regulated environment, financial planning or advisory preferred; provider and wider financial services considered Conceptual knowledge of pensions, investments and inheritance tax Confident with modern systems and AI tools in a professional context Strong written communication, with the ability to draft on behalf of a senior principal Organised and reliable, with the confidence to represent the CEO externally The package: Salary £37,000-£42,000, with flexibility above for the right person 5% employer pension contribution (salary sacrifice) 26 days' holiday plus bank holidays, rising to 30 days with service Option to buy or sell leave; extra day off for your birthday Profit-share bonus circa 5% of salary Private medical insurance; 4x life cover; enhanced sick pay; free parking Next steps: Apply now if your skills and experience align with this Executive Assistant job. Alternatively, for a confidential conversation about this or other opportunities, contact Duncan McIlroy at Eventus Recruitment Group. If this particular job isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market. The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the years' experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.

Investment Manager role to manage the clients endowment fund You'll assess the current portfolio and research new opportunities About Our Client The organisation is a well-established not-for-profit entity, the Paul Hamlyn Foundation, one of the largest grant making foundations in the UK who use their resources to support social change. Job Description Investment research and networking Support the Investment Director on all aspects of the management of the Portfolio and in liaising with the Investment Committee. Proactively bring in-depth knowledge and learnings of global asset and currency markets back to the Investments team. Lead on projects as directed by the Investment Director and present findings to the Investment Committee as required. Investment Governance Work closely with Cambridge Associates in managing their work for the Foundation and ensuring that their reporting meets the requirements of the Foundation. Review best practice in charity investment governance and work with the Investment Director to implement any changes. The Foundation is a signatory to Charities Responsible Investment Network where we play an active role and is signatory to the UN Principles of Responsible Investment. You will lead on keeping up to date on any reporting requirements of these and any other investment commitments that we make. Attend the Charities Responsible Investment Network, a network PHF is closely involved with and any other investment networks on behalf of the Foundation. Support the Investment Director on both internal and external liaison providing any required investment related information for stakeholders. Develop strategies to bolster our engagement, influencing, voting and responsible investment activities. Investment Transactions and Treasury Oversee the smooth and effective completion of contracts and provision of other required documentation for investment transactions, including AML documentation, in line with PHF policies. Work with the Finance Team to ensure effective treasury processes including smooth cash settlement on Investment transactions and sufficient cash availability to support operational spending. Identify and implement strategies to maximise risk adjusted returns on cash while maintaining sufficient liquidity for short-term operational needs.Business planning and market analysis Support the Investment team and Finance Team with medium-term market analysis and business planning including financial and investment modelling. Analyse investment results, benchmark performance, and design methodologies for reporting and comparison. Provide market monitoring and risk analysis across asset classes.General Line-manage the Investment Administrator, including regular one-to-one meetings, supporting their professional development and undertaking annual performance reviews in accordance with PHF policies. Work with the Finance Team to ensure that appropriate systems and controls are in place. Be the GDPR lead for the investment function. Act as a source of technical investment expertise for the organisation answering queries from colleagues. Support the Investment Director so that the Investment Team contribute to the overall leadership of the Foundation, including actively participating in the Management Team. The Successful Applicant Skills, knowledge, and experience Excellent Investment acumen Significant experience in the investment sector, particularly knowledge of operations and transaction management, risk management, AML and an understanding of Treasury functions. Demonstrate detailed knowledge and curiosity about the workings of global asset and currency markets Relationship Management of Investment Committees or similar Financial Modelling and significant mathematical and technical expertise CFA or equivalent as well as experience of managing investment assets Additional skills to consider including in the JD which have been taken from other role descriptions found online: Excellent interpersonal and communication skills, particularly with boards or investment committees. A proven track record in developing and implementing investment strategies and managing diversified portfolios is essential What's on Offer Competitive salary to be discussed over the phone Opportunity to work with a respected not-for-profit organisation. A permanent position with long-term career progression potential. The chance to contribute to impactful and ethical investment initiatives. 25 days leave per annum (15 day pro rata), plus statutory holidays. The Foundation will contribute a sum equivalent to 10% of your basic annual salary to the group pension scheme (Aviva) and will match up to an additional 2.5% (optional) of your contributions from the date your employment begins. Life Income Protection and Life Assurance Scheme available from the date your employment begins. Private Medical Insurance with BUPA (once probation is complete, subject to tax) Office hours are normally 9am - 5pm Monday - Friday, but flexible working is possible around core hours of 10am - 4pm. Some flexibility is required from team members around evening work and travel to and from events and meetings. PHF operates a hybrid working policy and you will be expected to work at least 40% of your time in the office with the option to work up to 60% of your time from home. The contractual place of work for this role is 5- 11 Leeke Street, London WC1X 9HY. We are open to discussing flexible working arrangements.

Senior Legal Counsel - Secondaries Transactions (Private Equity) London, United Kingdom Join a Leading Global Private Markets Investment Manager Our client is a highly regarded independent global investment management firm specialising in private markets. With a long-established international presence and a multi-billion-dollar asset base, the firm invests across a range of private asset strategies and serves a diverse global investor base comprising institutional and private wealth clients. The firm has built a strong reputation for innovation, responsible investing and delivering tailored investment solutions through a collaborative and entrepreneurial culture. As the business continues to expand its secondaries platform, an opportunity has arisen for an experienced Senior Legal Counsel to join the London-based Legal team. The Opportunity This is a rare opportunity for a senior private funds lawyer to join a sophisticated and growing secondaries investment platform. You will work closely with investment professionals, senior management and external counsel on a broad range of complex and high-value transactions, including LP portfolio acquisitions, continuation funds, GP-led and LP-led preferred equity transactions, fund restructurings and other innovative secondaries solutions. In addition to transactional support, you will play a key role in advising on fund formation, fund structuring and strategic initiatives across the firm's global secondaries business. Key Responsibilities Fund Formation & Structuring Lead and coordinate legal aspects relating to the establishment, operation and governance of UK, US, Cayman and Luxembourg private equity fund structures. Partner closely with investment, product and investor relations teams on fund structuring and strategic product initiatives. Support the launch of new secondaries funds and bespoke separate managed account structures. Manage external counsel and oversee the preparation and negotiation of fund documentation, including limited partnership agreements, PPM, subscription agreements and related materials. Transaction Execution Act as lead legal adviser on acquisitions and disposals of primary and secondary fund interests, including both single-asset and portfolio transactions. Advise on transaction structuring, tax and regulatory considerations. Negotiate and execute purchase and sale agreements, transfer documentation, side letters and related transaction documents. Coordinate transaction closings and stakeholder management across multiple jurisdictions. Lead legal work-streams relating to NAV facilities and subscription credit facilities. Portfolio & Fund Operations Attend Investment Committee meetings and provide strategic legal input on proposed transactions. Oversee MFN election processes and investor consent matters. Support advisory board interactions and underlying fund manager communications. Assist with contentious matters and dispute resolution as required. Legal & Regulatory Partner with Compliance to enhance governance frameworks, policies and controls. Provide practical legal advice on fund operations, regulatory developments and private equity investment matters. Build and maintain strong relationships with external law firms and service providers. Support broader legal team initiatives and collaborate closely with senior legal leadership. Candidate Profile We are seeking a commercially minded lawyer who enjoys operating at the intersection of complex transactions, fund structuring and business strategy. Experience & Qualifications Qualified lawyer in the UK or US. Minimum 6 year's post-qualification experience gained within a leading private funds practice and/or a sophisticated in-house investment management environment. Extensive experience advising on private equity fund structures and fund formation matters. Strong track record supporting secondaries transactions, including acquisitions and disposals of LP interests. Experience across UK and US fund structures; exposure to Luxembourg vehicles would be advantageous. Strong understanding of fund operations, fund closings and investor-related matters. Highly Desirable Experience with LP portfolio transactions. Exposure to continuation funds and GP-led secondaries. Experience advising on GP-led preferred equity and LP-led preferred equity transactions. Familiarity with NAV financing and subscription line facilities. Personal Attributes Commercially astute with strong business judgement. Confident stakeholder manager capable of influencing senior investment professionals. Highly organised with excellent project management skills. Collaborative, adaptable and comfortable working across multiple jurisdictions and time zones. Able to thrive in a fast-paced, entrepreneurial and intellectually demanding environment. Why Apply? This role offers the opportunity to: Work on some of the most sophisticated and innovative transactions in the secondaries market. Join a highly respected global private markets platform with an established international presence. Gain direct exposure to senior investment professionals and business leaders across multiple jurisdictions. Operate as a trusted adviser and strategic partner to the investment team. Play a key role in the continued growth and evolution of a leading secondaries franchise. For experienced private funds lawyers seeking a broader commercial role with significant transaction exposure and strategic influence, this represents an exceptional opportunity.

The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. About the role Our team in Newcastle is growing! Are you a level 4 qualified Paraplanner looking for the opportunity of a new challenge? You'll play a key role in delivering an outstanding client experience by providing high-quality technical and report-writing support to our advisers. Working closely with our Paraplanning team, you'll produce clear, tailored suitability reports that reflect individual client needs, while also helping to keep our report templates and models accurate, current and fit for purpose. Responsibilities Analysis - full analysis of clients' requirements, development of cash flow models and accurate recording of client data Solutions - construction of financial planning solutions (investment, retirement, long term care planning, tax and IHT planning) supported by the production of computer models and reports Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models Client Relationship Building - servicing client's day to day needs, liaison by telephone, letter, email and attending meetings, including presenting solutions and recommendations Coordination - working with colleagues within the Financial Planning team to ensure application and provider forms are prepared as required and clients are updated throughout the process Partners - working with other professional advisers e.g. Solicitors and Accountants to implement an agreed action plan Requierments A minimum of a Diploma in Financial Planning and a requirement to keep abreast of compliance and regulatory changes 2 years industry experience - as a minimum Excellent administrative, research, report writing and communication skills Excellent analytical skills with a preference for working in a structured, planned manner Ongoing self-development to maintain appropriate level of CPD for role Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Some of our benefits: - Competitive salary - Private Medical Insurance post probation - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave (plus buy and sell up to 5 days) - Office Christmas close (3-days) - Life Assurance - Health cash plan - Hybrid working - Discretionary performance related bonus - Employee Assistance Programme - And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.

Investment Manager City of London Permanent £90,000 - £150,000 per year Investment Manager role to manage the clients endowment fund You'll assess the current portfolio and research new opportunities About Our Client The organisation is a well-established not-for-profit entity, the Paul Hamlyn Foundation, one of the largest grant making foundations in the UK who use their resources to support social change. Job Description Investment research and networking Support the Investment Director on all aspects of the management of the Portfolio and in liaising with the Investment Committee. Proactively bring in-depth knowledge and learnings of global asset and currency markets back to the Investments team. Lead on projects as directed by the Investment Director and present findings to the Investment Committee as required.Investment Governance Work closely with Cambridge Associates in managing their work for the Foundation and ensuring that their reporting meets the requirements of the Foundation. Review best practice in charity investment governance and work with the Investment Director to implement any changes. The Foundation is a signatory to Charities Responsible Investment Network where we play an active role and is signatory to the UN Principles of Responsible Investment. You will lead on keeping up to date on any reporting requirements of these and any other investment commitments that we make. Attend the Charities Responsible Investment Network, a network PHF is closely involved with and any other investment networks on behalf of the Foundation. Support the Investment Director on both internal and external liaison providing any required investment related information for stakeholders. Develop strategies to bolster our engagement, influencing, voting and responsible investment activities.Investment Transactions and Treasury Oversee the smooth and effective completion of contracts and provision of other required documentation for investment transactions, including AML documentation, in line with PHF policies. Work with the Finance Team to ensure effective treasury processes including smooth cash settlement on Investment transactions and sufficient cash availability to support operational spending. Identify and implement strategies to maximise risk adjusted returns on cash while maintaining sufficient liquidity for short-term operational needs.Business planning and market analysis Support the Investment team and Finance Team with medium-term market analysis and business planning including financial and investment modelling. Analyse investment results, benchmark performance, and design methodologies for reporting and comparison. Provide market monitoring and risk analysis across asset classes.General Line-manage the Investment Administrator, including regular one-to-one meetings, supporting their professional development and undertaking annual performance reviews in accordance with PHF policies. Work with the Finance Team to ensure that appropriate systems and controls are in place. Be the GDPR lead for the investment function. Act as a source of technical investment expertise for the organisation answering queries from colleagues.Support the Investment Director so that the Investment Team contribute to the overall leadership of the Foundation, including actively participating in the Management Team. The Successful Applicant Skills, knowledge, and experience Excellent Investment acumen Significant experience in the investment sector, particularly knowledge of operations and transaction management, risk management, AML and an understanding of Treasury functions. Demonstrate detailed knowledge and curiosity about the workings of global asset and currency markets Relationship Management of Investment Committees or similar Financial Modelling and significant mathematical and technical expertise CFA or equivalent as well as experience of managing investment assets Additional skills to consider including in the JD which have been taken from other role descriptions found online: Excellent interpersonal and communication skills, particularly with boards or investment committees. A proven track record in developing and implementing investment strategies and managing diversified portfolios is essential What's on Offer Competitive salary to be discussed over the phone Opportunity to work with a respected not-for-profit organisation. A permanent position with long-term career progression potential. The chance to contribute to impactful and ethical investment initiatives. 25 days leave per annum (15 day pro rata), plus statutory holidays. The Foundation will contribute a sum equivalent to 10% of your basic annual salary to the group pension scheme (Aviva) and will match up to an additional 2.5% (optional) of your contributions from the date your employment begins. Life Income Protection and Life Assurance Scheme available from the date your employment begins. Private Medical Insurance with BUPA (once probation is complete, subject to tax) Office hours are normally 9am - 5pm Monday - Friday, but flexible working is possible around core hours of 10am - 4pm. Some flexibility is required from team members around evening work and travel to and from events and meetings. PHF operates a hybrid working policy and you will be expected to work at least 40% of your time in the office with the option to work up to 60% of your time from home. The contractual place of work for this role is 5- 11 Leeke Street, London WC1X 9HY. We are open to discussing flexible working arrangements.

Private Client Tax Senior Manager - Family Office Top 10 Firm £85,000 - £98,000 + Benefits Central London / Hybrid I'm partnering with a Top 10 accountancy practice that's investing heavily in its Family Office offering and is now looking to appoint an exceptional Private Client Tax Senior Manager to join the team at a genuinely exciting point in its growth. This Private Client Tax Senior Manager role offers something rare in the current market: elite-level private client advisory work, a genuinely positive and inclusive culture, and a clear long-term future within a highly respected, partner-led firm. As a Private Client Tax Senior Manager , you'll work closely with Partners on complex matters for HNW/UHNW individuals, trustees, executors and family offices , while benefiting from the structure, brand and progression opportunities of a national Top 10 firm. The Opportunity - Private Client Tax Senior Manager This Private Client Tax Senior Manager position sits within a fast?growing Family Office team , advising on sophisticated UK and international private client matters. You'll take ownership of a high?quality portfolio and act as a trusted adviser, while also shaping the team's future through mentoring and business development. Typical Private Client Tax Senior Manager responsibilities include: Advising family offices, trusts, estates and HNW/UHNW individuals Leading on complex personal tax, trust and estate planning Portfolio oversight including billing, WIP and delivery standards Supporting Partners with advisory projects and strategic new work Coaching and developing Managers and Assistants Why this Private Client Tax Senior Manager role stands out True Family Office exposure without moving into a niche boutique A clearly defined pathway to Director / Partner Strong emphasis on advisory quality , not just chargeable hours Flexible and hybrid working fully embedded in the culture An award-winning, collaborative firm at a particularly exciting stage of growth This is a Private Client Tax Senior Manager role designed for someone who wants influence, visibility and progression -without compromising balance or values. About You This role would suit a Private Client Tax Senior Manager who: Is ACA and/or CTA qualified Is already operating at Private Client Tax Senior Manager level Brings strong advisory capability (trusts essential; estates desirable) Is confident managing senior stakeholders and complex client relationships Has ambition to progress within a supportive, high?calibre environment Package £85,000 - £98,000 (depending on experience) 25 days' holiday + bank holidays Hybrid & flexible working Private medical insurance (eligibility applies) Life assurance, financial coaching & mortgage advice Strong pension and lifestyle benefits Clear, supported progression for Private Client Tax Senior Managers Firm Overview The firm is part of a Top 10 international group , combining a partner-led, relationship-driven ethos with the scale, stability and resource of a large organisation. Diversity, inclusion, flexibility and long-term career development are integral to how they operate. Interested? For a confidential conversation about this Private Client Tax Senior Manager - Family Office opportunity, please contact: Kate Green / . Early conversations are encouraged, given the seniority and profile of this hire. As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

Senior Accountant / Client Manager Package: 45,000 - 55,000 (dependent on experience), performance-based bonus scheme, Healthcare scheme, and more Working Hours: Full time, office based, Monday-Friday A new opening is available for a Senior Accountant / Client Manager to join a thriving mixed practice in West Bridgford. This practice has gained a strong local reputation, managing a diverse portfolio of clients. As they continue to grow, they are looking for a "hands-on" professional who is ready to roll their sleeves up and get stuck into work ranging from small subcontracts to larger client accounts. This role is well-suited to an ambitious accountant with solid practice experience and a strong "can-do" attitude. Whether you are recently qualified or qualified by experience, the focus is on your ability to deliver high-quality work and grow within a long-term role. If you are a hardworking Accountant looking for genuine progression routes and a collaborative environment, then this is the role for you. Accountant / Client Manager Job Responsibilities Prepare accounts for small limited companies, LLPs, sole traders, and partnerships. Work across a broad range of clients, managing everything from basic bookkeeping to complex year-end accounts. Complete planning and completion sections, including budgets and disclosure checklists, in line with practice guidelines. Maintain bookkeeping records (cash books, sales/purchase ledgers) and perform bank reconciliations. Produce accounts from incomplete records or client trial balances using major accounting programs like Sage, Xero, or QuickBooks. Liaise with clients to gather information and resolve queries, providing a high level of personal service. Prepare tax returns including personal, VAT, and corporation tax. Review junior work and assist with professional development and advisory tasks. Accountant / Client Manager Requirements Experience working within an Accountancy Practice is essential. ACA or ACCA qualified preferred, but those "Qualified by Experience" (8+ years) are also encouraged to apply. Strong technical knowledge of statutory accounting and mixed tax elements. Excellent communication and interpersonal skills, with a willingness to support the wider team. Able to comfortably commute to the office in West Bridgford. Accountant / Client Manager Salary & Benefits 45,000 - 55,000 dependent on experience. Performance-based bonus scheme. Private Healthcare scheme. Standard workplace pension (with salary sacrifice options) and sick pay. Statutory holiday plus bank holidays. Consistent and clear progression routes. Daily lunches provided and dedicated individual office space. Excellent office culture within a historic manor house building. Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries. We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for.

The Private Client Tax Senior Manager will oversee and deliver comprehensive tax services for high-net-worth individuals, ensuring compliance and offering tailored advice. This role requires an expert in private client tax with a focus on leadership within the professional services industry. Client Details This is an opportunity to join a well-established accountancy practice with a strong reputation for delivering bespoke tax solutions. Operating in a medium-sized structure, the company is known for its commitment to high standards and a client-centric approach in Leatherhead. Description As a Senior Manager, the role will involve providing both tax advisory and compliance services to high-net-worth individuals, including those who are UK and non-UK domiciled. The role will also involve being responsible for reviewing tax returns prepared by consultants, offering technical guidance, and identifying opportunities to optimize clients' tax affairs. As a Senior Manager the day to day work will encompass: Reviewing the tax returns prepared by consultants and provide technical input on these Identifying opportunities for restructuring clients' tax affairs and raise these with the client partner or the client Providing specialist tax advisory service to clients including; estate planning, inheritance tax planning, wealth structuring, domicile issues Dealing with HMRC on tax investigations Acting as point of contact for clients, alongside the Partner Profile The main criteria is a combination of excellent written and verbal communication skills and sound technical knowledge. The individual will be able to demonstrate that they have worked in an environment where it is necessary to deliver accurate information on a timely basis. You will also be able to demonstrate the following skills, experience and attributes: CTA qualified with a minimum of 5 years post qualification experience Experience of working with a complex UK and non-domiciled HMW client base Ability to manage workflow in a busy and demanding environment Outstanding written and verbal communication Ability to work under pressure and in a deadline driven environment Excellent IT skills and receptive to technology changes Job Offer Competitive salary in the range of 85,000 to 95,000 Permanent position with opportunities for career progression. Based in Leatherhead with a supportive and professional work environment. Hybrid working. Free parking. PMI.

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 benefits This role involves managing a varied portfolio of private clients, including high-net-worth individuals, trusts, and estates, and to oversee the delivery of high-quality personal tax compliance and advisory services. The role will involve acting as the main point of contact for clients, providing technical guidance, managing deadlines, and supporting the development of junior team members. This is a key role within the firm, offering responsibility, client exposure, and opportunities for progression. Key Responsibilities Client Portfolio Management Manage a portfolio of personal tax clients, including high-net-worth individuals, directors, owner-managed business proprietors, trusts, and estates Act as the main point of contact for clients, trustees, and professional advisers Build and maintain strong client relationships, delivering a high standard of service Identify tax planning opportunities and assist Directors and Managers with advisory and trust-related projects Personal Tax, Trusts, and Estates Compliance Oversee the preparation and review of personal tax returns, trust and estate tax returns, and related compliance work Manage compliance obligations for trusts and estates, including income tax, capital gains tax, and inheritance tax reporting Ensure all statutory and internal deadlines are met and work is delivered efficiently and within budget Deal with HMRC correspondence and enquiries, including trust registrations, disclosures, and investigations where required Person Specification Essential CTA qualified, or ACA / ACCA qualified with significant personal tax and trust experience Strong experience within a UK accountancy or tax practice Good technical knowledge of UK personal tax, trust, and estate taxation Experience managing a personal tax and trust client portfolio Strong organisational and time management skills Excellent communication and interpersonal skills Desirable Experience working with high-net-worth individuals Strong experience with trusts and estates, including IHT reporting Experience supervising and developing junior staff Familiarity with personal tax and trust software such as CCH, IRIS, TaxCalc, or similar

We are seeking a dedicated Private Client Tax Manager to manage a diverse portfolio and provide expert advice to our clients. The successful candidate will have a strong background in tax and be adept at building relationships with clients. Client Details Our client is a well-established accountancy firm in the Dartford area. They are a mid-sized company, renowned for their commitment to providing top-notch services across various sectors. They pride themselves on fostering a supportive and engaging work environment Description Manage a diverse portfolio of private clients. Provide expert tax advice and planning services to clients. Build and maintain strong client relationships. Ensure compliance with all tax regulations and guidelines. Identify opportunities for additional services and fees. Provide assistance to junior team members and help in their development. Keep abreast of changes in tax legislation and implications for clients. Participate in business development initiatives. Profile A successful 'Private Client Tax Manager' should have: Proven experience in tax management within a professional services firm. Strong knowledge of UK tax legislation and compliance. Excellent client management skills. A relevant professional qualification (e.g., ATT, CTA). Exceptional communication and interpersonal skills. Strong analytical and problem-solving abilities. A high level of professionalism and integrity. Job Offer A competitive salary in the range of 55,000 to 70,000. A supportive work environment that encourages professional growth. The opportunity to work with a diverse portfolio of clients. Generous holiday leave. Excellent opportunities for career advancement within the professional services industry.

Business Manager Defence Land Sector Location: Hybrid / Flexible (Offices in several UK hubs) Basis: Permanent Full-time or Part-time options available You will need to be eligible for MOD SC Clearance to be suitable for this position, that means you must have a UK Passport as a minimum. The Opportunity I am currently partnering with a standout engineering and safety consultancy that is looking for a Defence Land Business Manager to spearhead their growth in the Land domain. What makes my client unique is their structure: they are an Employee Ownership Trust (EOT) . This means the business is run entirely for the benefit of the staff, not external shareholders. It creates a culture of genuine accountability, long-term stability, and a refreshingly collaborative atmosphere where everyone has a stake in the company's success. The Role This isn't just a "sales" role; it's a strategic leadership position. My client has seen significant growth over the last few years and they need someone to own the Land sector's roadmap. You'll be tasked with: Defining the 5-year strategy: Mapping out how the business will support the Land market through 2030 and beyond. Driving Business Development: Identifying and capturing new opportunities across Land Mobility, Soldier Systems, Uncrewed Systems, and C4ISR. Relationship Management: Leveraging your existing network within the UK Defence Land domain to build high-performing partnerships. Proposal Leadership: Working alongside technical teams to craft winning bids and mentoring junior staff on the commercial side of consultancy. Customer Liaison: Acting as the primary point of contact for key collaborators and industry partners. What They're Looking For To be successful here, you'll need a solid footing in the UK Defence sector-specifically within a consultancy or professional services environment. Market Knowledge: You should have a deep understanding of the Land domain (think Battlefield Digitisation, autonomous systems, or vehicle programmes). Network: You've got a "black book" of contacts and a reputation for delivery within the client and supply-chain communities. Strategic Mindset: You can demonstrate a track record of capture planning and winning work in complex environments. Communication: You're comfortable engaging and influencing stakeholders at all levels, from engineers to senior directors. Security: You must be a UK national capable of obtaining (or already holding) UK Security Clearance. Why Join Them? Because they are employee-owned, my client reinvests in their people rather than focusing on short-term dividends. You can expect: Financial Upside: Competitive salary plus an annual bonus linked to both personal and company performance (including tax-exempt elements unique to EOTs). Genuine Flexibility: They mean it when they say "hybrid." They balance individual needs with company objectives, supporting work-life harmony. Professional Backing: They'll pay for your professional institution memberships and provide top-tier training in consultancy and technical skills. The Extras: Private medical (after probation), Life Assurance, 25 days leave (with the option to buy/sell), and a Cycle to Work scheme. Services advertised by Gold Group are those of an Agency and/or an Employment Business. We will contact you within the next 14 days if you are selected for interview. For a copy of our privacy policy please visit our website.

We are recruiting for a Corporate Tax Assistant Manager or Manager to join a prestigious, well-established boutique accountancy practice in Central London. This is an excellent opportunity to join an independent firm that is continuing to enjoy growth within its Corporate Tax Team and this role can offer progression potential within the firm. The practice is looking for experienced corporate tax candidates to join the firm at either Assistant Manager or Manager level; hence the wide salary range being advertised and the role will be split approximately 70% compliance work and 30% advisory. The firm would also consider someone at Corporate Tax Senior level. This progressive firm will offer the Corporate Tax Assistant Manager or Manager, a competitive salary, depending upon experience, and good benefits package including, flexible and hybrid working, enhanced parental leave, private medical insurance, death in service benefit, loans, social events, cycle to work scheme and other perks. As Corporate Tax Assistant Manager or Manager, your responsibilities will include: Assisting with the management and delivery of corporate tax compliance for a portfolio of clients, including managing budgets and billing of the work Reviewing tax provisions and disclosures, advising on tax payments, including quarterly instalment payments Supporting advisory work across a range of corporate tax areas, with increasing ownership as experience grows Building effective working relationships with clients and colleagues Assisting with the development of trainees, including providing constructive feedback Helping to plan and organise workflows to ensure deadlines are met Identifying opportunities to add value to clients and escalate issues appropriately We welcome applications from those with the following attributes: ACA/CTA or equivalent qualification (CTA support may be available) Minimum of one year post qualified corporate tax and accounting experience, on a range of advisory and compliance projects gained within a UK accountancy practice environment Solid understanding of UK corporate tax rules, as well as a good grasp of UK GAAP and its application to tax accounting Motivated to support and develop junior team members Keen to provide excellent client service and nurture less experienced team members Good general IT skills with knowledge of tax software Excellent communication skills Submit your CV for this Corporate Tax Assistant Manager or Manager role Unfortunately, we cannot accept applications for this role from candidates that do not have the right to work in the UK , or require visa sponsorship , either currently or in the future. This includes those currently on a student or graduate visa. Additionally, candidates must have experience gained within UK accountancy practice. We stipulate these criteria due to the high volume of applications from outside of the UK. Due to the high volume of applications we receive it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within five days please assume that on this occasion your application has not been successful.

This is a rare opportunity to step into a Tax Manager role where you will help shape the future of a growing tax function. Working closely with senior leadership, you will play a key role in developing the firm s personal tax offering, building client relationships, and influencing how the department evolves. This is not a siloed role. You will be trusted to take ownership, contribute ideas, and help drive the business forward. Ideal for someone looking to move beyond delivery and into a position with real responsibility and long-term leadership potential. Job Title: Tax Manager Job Type: Permanent Location: Weybridge Salary: £50 000 Reference no: 16049 Benefits: Direct exposure to senior leadership Clear pathway towards a leadership position Ongoing professional development support Opportunity to shape and grow a department 25 days holiday Tax Manager - About the role You will manage a portfolio of private clients, overseeing their tax affairs while identifying opportunities to add value through advisory work. Alongside compliance, you will work directly with senior leadership on developing the tax offering, improving processes, and supporting the firm s growth. The role offers a broad scope, with involvement in both client work and internal development, making it well suited to someone looking to step into a more influential position. Key responsibilities: Manage a portfolio of personal tax clients and ensure all deadlines are met Oversee the preparation and review of personal tax returns Act as a main point of contact for clients, building strong relationships Identify and support tax planning opportunities Liaise with HMRC on behalf of clients Support the development and growth of the tax function Work closely with senior leadership on departmental initiatives Assist with mentoring and supporting junior team members Contribute to improving processes and client delivery The successful tax Manager will have: ATT or CTA qualified, or equivalent Strong experience in personal tax within practice Exposure to advisory work, or a desire to develop in this area Experience managing client relationships Organised approach with the ability to manage multiple priorities Confident communication skills Commercial awareness and interest in business growth Ability to work closely with senior stakeholders Experience in corporate tax is beneficial but not essential Full right to work in the UK Howett Thorpe are acting as a recruitment agency in relation to this role and comply with all relevant UK legislation and do not discriminate on any protected characteristics. Due to the high volume of applications we currently receive, we are unable to respond to all candidates. If you do not hear from a Consultant within 5 working days, please assume that you have not been successful. Refer a friend If this job is not of interest to you, but you know a friend or colleague who may be interested, recommend them to us and receive a minimum of £100 in vouchers if we assist them in securing a permanent role and a minimum of £25 in vouchers if we place them in a temporary assignment. (Terms & conditions apply)

Are you an experienced Financial Crime professional ready to lead and inspire a high performing team? We are supporting our client, a rapidly growing financial services organisation, in finding a talented Italian speaking Financial Crime Team Manager to strengthen their European operations. This fully remote role offers many benefits and is due to start in September 2026. If you are passionate about tackling Financial Crime, EDD, AML, Fraud, fluent in Italian, leading a team and keen to develop others, then this role offers you a fantastic opportunity to make a meaningful impact. Your responsibilities will include: Lead, support and develop a team of Financial Crime Investigators, ensuring excellence across all Financial Crime activities. Conduct quality checks and provide technical coaching to improve performance and elevate Financial Crime capability. Act as the escalation point for complex Financial Crime cases and make informed operational decisions. Foster a positive, engaged and high performing environment while acting as an effective Manager and mentor. Play a key role in recruitment activities and help shape the future of the Financial Crime team. About you: As the Financial Crime Team Manager, you will oversee a team of FinCrime investigators working across screening, transaction monitoring, escalations and related Financial Crime activities. This is an ideal role for someone with a strong background in Financial Crime screening for Fraud Detention, Regulatory Compliance, AML, Enhanced Due Diligence EDD, KYC, Risk Assessment, Money Laundering, Embezzlement, Bribery, Corruption, Tax Evasion, Forgery and Suspicious Transactions. You will use your expertise in preventing Financial Crime, combined with your leadership experience and fluency in Italian, to coach, guide and develop your team while maintaining exceptional quality standards. Please note that the position will not offer visa sponsorship and you need to be UK based. What you get: This fully remote role is due to start in September 2026 and interviews will start from June 2026. The salary quoted includes an Italian language premium and benefits include a performance based bonus, private healthcare, mental health support, EAP, wellbeing support, generous leave allowances, remote set-up contribution, monthly lunches and gifts to celebrate events. Profile: Fluent in English and Italian, with strong written and verbal communication skills. Proven experience as a Manager within a Financial Crime function in financial services. Strong technical knowledge of AML investigations, screening processes or wider Financial Crime operations. Excellent understanding of UK and EU Financial Crime risks and the current regulatory landscape. Ability to inspire, motivate and drive performance as an established Manager of people. To apply, please send your CV in English and in Word format to Frank. languagematters is acting as an employment agency in relation to this vacancy.