Private Capital Senior Associate / Partner Location: Bristol About the Role We have an excellent opportunity for an Associate, Senior Associate or Partner to join a highly regarded Private Capital team. The role focuses primarily on wills, lifetime planning and trust advisory work. This is an opportunity to become part of an established national practice with a strong reputation, working with a diverse and prestigious client base. The team advises a significant number of high-net-worth and ultra-high-net-worth individuals, often with complex financial arrangements. While you will handle more straightforward matters with a degree of autonomy, a large portion of your work will involve complex and technically challenging estate planning, working closely with senior lawyers as you continue to develop your expertise. Key Responsibilities You will work across a broad range of private client matters, including: Advising on estate planning for high-net-worth, entrepreneurial and international clients Drafting wills and lasting powers of attorney Providing advice on inheritance tax and capital gains tax in the context of estate planning Supporting business owners with pre-exit planning opportunities Advising on the creation, restructuring and winding up of trusts Working alongside specialist teams on trust administration and compliance matters Liaising with clients' financial advisers, with confidence discussing a wide range of financial products Advising on Deeds of Variation, including discretionary trust arrangements Delivering a consistently high level of client service, building trusted long-term relationships You will also have opportunities to: Contribute to business development and networking activity Raise your profile and that of the team through speaking engagements, webinars and thought leadership Support & Development You will benefit from the support of a well-resourced national team, including: Access to high-quality precedents and technical resources Guidance from experienced senior lawyers and a dedicated professional support function Structured technical and professional development opportunities Support in pursuing STEP and/or CTA qualifications (if not already achieved) About You This opportunity would suit someone who: Has 4+ years' PQE in private client work, with a strong focus on wills and lifetime planning (for candidates interested in joining as a Partner, you will need to demonstrate a substantial amount of experience either operating already at Partner or a substantially senior level) Demonstrates a genuine passion for private client law Has strong technical attention to detail and the ability to deliver practical solutions Is confident working both independently and as part of a collaborative team Values excellent client service and can evidence strong relationship-building skills Is comfortable engaging in business development and networking activities Is motivated to develop technical expertise and progress professionally The Opportunity You will be joining a respected national law firm with a strong reputation for excellence, built on the quality and expertise of its people. The firm offers: A supportive, inclusive and collaborative culture A strong commitment to career development and progression A focus on work-life balance and wellbeing Access to a comprehensive learning and development programme A flexible benefits package recognising contribution and performance This role offers the opportunity to build a rewarding long-term career, working alongside highly regarded colleagues on high-quality, engaging work. Please contact Sam Higgins at Simpson Judge for further information about this opportunity.
Jul 01, 2026
Full time
Private Capital Senior Associate / Partner Location: Bristol About the Role We have an excellent opportunity for an Associate, Senior Associate or Partner to join a highly regarded Private Capital team. The role focuses primarily on wills, lifetime planning and trust advisory work. This is an opportunity to become part of an established national practice with a strong reputation, working with a diverse and prestigious client base. The team advises a significant number of high-net-worth and ultra-high-net-worth individuals, often with complex financial arrangements. While you will handle more straightforward matters with a degree of autonomy, a large portion of your work will involve complex and technically challenging estate planning, working closely with senior lawyers as you continue to develop your expertise. Key Responsibilities You will work across a broad range of private client matters, including: Advising on estate planning for high-net-worth, entrepreneurial and international clients Drafting wills and lasting powers of attorney Providing advice on inheritance tax and capital gains tax in the context of estate planning Supporting business owners with pre-exit planning opportunities Advising on the creation, restructuring and winding up of trusts Working alongside specialist teams on trust administration and compliance matters Liaising with clients' financial advisers, with confidence discussing a wide range of financial products Advising on Deeds of Variation, including discretionary trust arrangements Delivering a consistently high level of client service, building trusted long-term relationships You will also have opportunities to: Contribute to business development and networking activity Raise your profile and that of the team through speaking engagements, webinars and thought leadership Support & Development You will benefit from the support of a well-resourced national team, including: Access to high-quality precedents and technical resources Guidance from experienced senior lawyers and a dedicated professional support function Structured technical and professional development opportunities Support in pursuing STEP and/or CTA qualifications (if not already achieved) About You This opportunity would suit someone who: Has 4+ years' PQE in private client work, with a strong focus on wills and lifetime planning (for candidates interested in joining as a Partner, you will need to demonstrate a substantial amount of experience either operating already at Partner or a substantially senior level) Demonstrates a genuine passion for private client law Has strong technical attention to detail and the ability to deliver practical solutions Is confident working both independently and as part of a collaborative team Values excellent client service and can evidence strong relationship-building skills Is comfortable engaging in business development and networking activities Is motivated to develop technical expertise and progress professionally The Opportunity You will be joining a respected national law firm with a strong reputation for excellence, built on the quality and expertise of its people. The firm offers: A supportive, inclusive and collaborative culture A strong commitment to career development and progression A focus on work-life balance and wellbeing Access to a comprehensive learning and development programme A flexible benefits package recognising contribution and performance This role offers the opportunity to build a rewarding long-term career, working alongside highly regarded colleagues on high-quality, engaging work. Please contact Sam Higgins at Simpson Judge for further information about this opportunity.
Audit Senior Location: Hull and York (Hybrid/Flexible Working) About the Opportunity We are a growing accountancy practice providing expert services to entrepreneurial businesses and private individuals. We invest in our people, technology, and culture to deliver exceptional client service. Our values centre on expertise, respect, innovation, and collaboration. We offer excellent opportunities for career progression, technical development, and leadership growth within a supportive and inclusive environment. Due to continued growth, we are seeking an Audit Senior to join our Audit team on a permanent full-time basis, with hybrid and flexible working arrangements. The Role Key responsibilities include: Leading audit assignments across a range of sectors. Preparing audit files, planning audits, and assisting with fieldwork. Supervising, supporting, and reviewing the work of junior team members. Delivering audit assignments to a high standard, within budget and deadlines. Preparing statutory accounts and corporation tax computations. Using accounting software to provide accurate reporting. Maintaining technical knowledge and industry awareness. Building strong relationships with clients and colleagues. Supporting ongoing professional development. What We Offer Hybrid and flexible working arrangements. Exposure to a diverse client portfolio. Ongoing technical and professional development. Management development opportunities. Employee recognition programmes and social events. Benefits Package Generous annual leave with holiday buy/sell options. Flexible bank holidays. Additional annual wellbeing day. Employee Assistance Programme (EAP). Wellbeing and mental health support. Employee discounts platform. Health cash plan. Electric vehicle salary sacrifice scheme. Referral bonus schemes. Pension salary sacrifice scheme. Life assurance. Enhanced family leave policies. Cycle to Work scheme. Long-service awards. About You ACCA or ACA qualified (or nearing qualification). Minimum 3 years' UK audit practice experience. Degree educated preferred or strong academic background. Experience with audit and accounting software is advantageous. Strong communication, organisational, and IT skills. Excellent attention to detail. Positive, proactive, and professional approach. Ability to build effective client and colleague relationships. Team-oriented, self-motivated, and committed to high-quality work.
Jun 30, 2026
Full time
Audit Senior Location: Hull and York (Hybrid/Flexible Working) About the Opportunity We are a growing accountancy practice providing expert services to entrepreneurial businesses and private individuals. We invest in our people, technology, and culture to deliver exceptional client service. Our values centre on expertise, respect, innovation, and collaboration. We offer excellent opportunities for career progression, technical development, and leadership growth within a supportive and inclusive environment. Due to continued growth, we are seeking an Audit Senior to join our Audit team on a permanent full-time basis, with hybrid and flexible working arrangements. The Role Key responsibilities include: Leading audit assignments across a range of sectors. Preparing audit files, planning audits, and assisting with fieldwork. Supervising, supporting, and reviewing the work of junior team members. Delivering audit assignments to a high standard, within budget and deadlines. Preparing statutory accounts and corporation tax computations. Using accounting software to provide accurate reporting. Maintaining technical knowledge and industry awareness. Building strong relationships with clients and colleagues. Supporting ongoing professional development. What We Offer Hybrid and flexible working arrangements. Exposure to a diverse client portfolio. Ongoing technical and professional development. Management development opportunities. Employee recognition programmes and social events. Benefits Package Generous annual leave with holiday buy/sell options. Flexible bank holidays. Additional annual wellbeing day. Employee Assistance Programme (EAP). Wellbeing and mental health support. Employee discounts platform. Health cash plan. Electric vehicle salary sacrifice scheme. Referral bonus schemes. Pension salary sacrifice scheme. Life assurance. Enhanced family leave policies. Cycle to Work scheme. Long-service awards. About You ACCA or ACA qualified (or nearing qualification). Minimum 3 years' UK audit practice experience. Degree educated preferred or strong academic background. Experience with audit and accounting software is advantageous. Strong communication, organisational, and IT skills. Excellent attention to detail. Positive, proactive, and professional approach. Ability to build effective client and colleague relationships. Team-oriented, self-motivated, and committed to high-quality work.
Financial Controller (Part-Time) Salary: £45,000 to £60,000 FTE Location: Wolverhampton Hours: Part-Time Tues / Weds / Thurs - 24 hours per week Our client is a growing business operating within the technology sector, seeking an experienced and commercially minded Financial Controller to take ownership of the finance function. This is a standalone role requiring a hands-on individual who is comfortable managing both strategic financial reporting and day-to-day financial operations. You will be liaising with customers across the Globe. The successful candidate will act as the company's senior finance professional, providing financial leadership, robust controls, commercial insight, and ensuring compliance with all statutory and regulatory requirements. Key Responsibilities Prepare monthly management accounts, including profit and loss, balance sheet, and cash flow reporting. Produce timely and accurate financial information for the Directors. Analyse financial performance and provide meaningful commentary and recommendations. Develop and maintain financial forecasts, budgets, and business plans. Maintain and improve financial controls, policies, and procedures. Ensure accurate maintenance of accounting records and ledgers. Manage month-end and year-end close processes. Reconcile all key balance sheet accounts. Oversee company cash flow and working capital management. Manage accounts payable and supplier payments. Oversee accounts receivable, provide credit control, and debtor management. Process payroll (currently outsourced) Statutory Compliance Ensure compliance with all tax and statutory obligations. Prepare and submit VAT returns. Liaise with external accountants, auditors, banks, and professional advisers. Support the preparation of annual statutory accounts. Ensure compliance with Companies House and HMRC requirements. Commercial Support Support pricing, budgeting, and commercial negotiations where required. Maintain and develop accounting systems and reporting processes. Person Specification Fully qualified accountant (ACA, ACCA, CIMA) or Qualified by Experience with significant Financial Controller experience. Previous experience operating in a standalone finance role. Strong management accounting and financial reporting expertise. Understanding of VAT, payroll, and UK statutory requirements. Strong Excel and financial systems skills, ideally QuickBooks experience Highly organised with excellent attention to detail. Able to work independently and manage competing priorities. Commercially aware with strong analytical skills. Self-motivated and proactive. Hands-on approach with a willingness to work across all areas of finance and additional office administration support. Strong integrity and discretion. A DBS check will be essential Excellent communication skills with the ability to engage effectively with non-financial stakeholders. What We Offer Part-time working, office based Tuesday / Wednesday and Thursday. Ideally 8.00am to 4.30pm but a later start is possible. Opportunity to shape and develop the finance function. Competitive salary commensurate with experience. Supportive and entrepreneurial working environment.
Jun 30, 2026
Full time
Financial Controller (Part-Time) Salary: £45,000 to £60,000 FTE Location: Wolverhampton Hours: Part-Time Tues / Weds / Thurs - 24 hours per week Our client is a growing business operating within the technology sector, seeking an experienced and commercially minded Financial Controller to take ownership of the finance function. This is a standalone role requiring a hands-on individual who is comfortable managing both strategic financial reporting and day-to-day financial operations. You will be liaising with customers across the Globe. The successful candidate will act as the company's senior finance professional, providing financial leadership, robust controls, commercial insight, and ensuring compliance with all statutory and regulatory requirements. Key Responsibilities Prepare monthly management accounts, including profit and loss, balance sheet, and cash flow reporting. Produce timely and accurate financial information for the Directors. Analyse financial performance and provide meaningful commentary and recommendations. Develop and maintain financial forecasts, budgets, and business plans. Maintain and improve financial controls, policies, and procedures. Ensure accurate maintenance of accounting records and ledgers. Manage month-end and year-end close processes. Reconcile all key balance sheet accounts. Oversee company cash flow and working capital management. Manage accounts payable and supplier payments. Oversee accounts receivable, provide credit control, and debtor management. Process payroll (currently outsourced) Statutory Compliance Ensure compliance with all tax and statutory obligations. Prepare and submit VAT returns. Liaise with external accountants, auditors, banks, and professional advisers. Support the preparation of annual statutory accounts. Ensure compliance with Companies House and HMRC requirements. Commercial Support Support pricing, budgeting, and commercial negotiations where required. Maintain and develop accounting systems and reporting processes. Person Specification Fully qualified accountant (ACA, ACCA, CIMA) or Qualified by Experience with significant Financial Controller experience. Previous experience operating in a standalone finance role. Strong management accounting and financial reporting expertise. Understanding of VAT, payroll, and UK statutory requirements. Strong Excel and financial systems skills, ideally QuickBooks experience Highly organised with excellent attention to detail. Able to work independently and manage competing priorities. Commercially aware with strong analytical skills. Self-motivated and proactive. Hands-on approach with a willingness to work across all areas of finance and additional office administration support. Strong integrity and discretion. A DBS check will be essential Excellent communication skills with the ability to engage effectively with non-financial stakeholders. What We Offer Part-time working, office based Tuesday / Wednesday and Thursday. Ideally 8.00am to 4.30pm but a later start is possible. Opportunity to shape and develop the finance function. Competitive salary commensurate with experience. Supportive and entrepreneurial working environment.
Finance Director Onsite (5 days a week) Trafford Park Paying upto £120,000 Robert Half is partnering with a well-established and highly respected construction business to appoint a Finance Director. This is a key board-level appointment within a growing, privately owned organisation that has built an outstanding reputation across the UK through its commitment to operational excellence, long-term client relationships and successful project delivery. The successful candidate will be a commercially minded Finance Director who enjoys being close to the operation, influencing strategic decisions and helping drive business performance. This role offers a genuine opportunity to shape the future direction of the business while leading a capable finance team and partnering closely with the Managing Director and senior leadership team. The Opportunity As Finance Director, you will take ownership of the finance function whilst acting as a trusted adviser to the Board. You will provide robust financial leadership, commercial insight and strategic support to ensure the business continues to achieve its growth ambitions. This is a hands-on leadership role requiring someone who is equally comfortable in the boardroom, reviewing financial performance, as they are supporting operational teams, improving processes and driving change across the organisation. Key Responsibilities Lead and develop the finance function, ensuring high standards of financial control, governance and reporting. Provide strategic financial leadership to the Board and senior management team. Deliver accurate monthly management accounts, forecasts, budgets and board reporting. Drive commercial decision-making through insightful financial analysis and business partnering. Manage cash flow, working capital and banking relationships. Lead budgeting, forecasting and long-term financial planning processes. Support business growth initiatives, investment decisions and strategic projects. Enhance financial systems, reporting capabilities and internal controls. Oversee statutory accounts, audit processes, tax compliance and regulatory requirements. Develop strong relationships with external stakeholders including auditors, banks, insurers and advisers. Identify opportunities to improve profitability, operational efficiency and business performance. About You We're interested in speaking with commercially focused finance leaders who combine strong technical expertise with a pragmatic, solutions-driven approach. You will ideally have: ACA, ACCA or CIMA qualification. Previous experience operating at Finance Director, Head of Finance or senior financial leadership level. Experience within construction, engineering, infrastructure, manufacturing, logistics, contracting or project-based environments. Strong commercial acumen with the ability to influence and challenge senior stakeholders. Proven experience leading finance teams and driving business improvement initiatives. Strong forecasting, cash flow management and financial planning capabilities. Excellent communication and relationship-building skills. A hands-on approach and the ability to thrive within a fast-paced, entrepreneurial environment. Why Apply? This is an opportunity to join a successful business with a strong market reputation, ambitious growth plans and a leadership team that values finance as a key driver of performance. You'll play a pivotal role in shaping strategy, supporting operational excellence and helping deliver the next phase of the company's growth journey. For a confidential discussion, please apply or contact us directly. Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data:
Jun 30, 2026
Full time
Finance Director Onsite (5 days a week) Trafford Park Paying upto £120,000 Robert Half is partnering with a well-established and highly respected construction business to appoint a Finance Director. This is a key board-level appointment within a growing, privately owned organisation that has built an outstanding reputation across the UK through its commitment to operational excellence, long-term client relationships and successful project delivery. The successful candidate will be a commercially minded Finance Director who enjoys being close to the operation, influencing strategic decisions and helping drive business performance. This role offers a genuine opportunity to shape the future direction of the business while leading a capable finance team and partnering closely with the Managing Director and senior leadership team. The Opportunity As Finance Director, you will take ownership of the finance function whilst acting as a trusted adviser to the Board. You will provide robust financial leadership, commercial insight and strategic support to ensure the business continues to achieve its growth ambitions. This is a hands-on leadership role requiring someone who is equally comfortable in the boardroom, reviewing financial performance, as they are supporting operational teams, improving processes and driving change across the organisation. Key Responsibilities Lead and develop the finance function, ensuring high standards of financial control, governance and reporting. Provide strategic financial leadership to the Board and senior management team. Deliver accurate monthly management accounts, forecasts, budgets and board reporting. Drive commercial decision-making through insightful financial analysis and business partnering. Manage cash flow, working capital and banking relationships. Lead budgeting, forecasting and long-term financial planning processes. Support business growth initiatives, investment decisions and strategic projects. Enhance financial systems, reporting capabilities and internal controls. Oversee statutory accounts, audit processes, tax compliance and regulatory requirements. Develop strong relationships with external stakeholders including auditors, banks, insurers and advisers. Identify opportunities to improve profitability, operational efficiency and business performance. About You We're interested in speaking with commercially focused finance leaders who combine strong technical expertise with a pragmatic, solutions-driven approach. You will ideally have: ACA, ACCA or CIMA qualification. Previous experience operating at Finance Director, Head of Finance or senior financial leadership level. Experience within construction, engineering, infrastructure, manufacturing, logistics, contracting or project-based environments. Strong commercial acumen with the ability to influence and challenge senior stakeholders. Proven experience leading finance teams and driving business improvement initiatives. Strong forecasting, cash flow management and financial planning capabilities. Excellent communication and relationship-building skills. A hands-on approach and the ability to thrive within a fast-paced, entrepreneurial environment. Why Apply? This is an opportunity to join a successful business with a strong market reputation, ambitious growth plans and a leadership team that values finance as a key driver of performance. You'll play a pivotal role in shaping strategy, supporting operational excellence and helping deliver the next phase of the company's growth journey. For a confidential discussion, please apply or contact us directly. Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data:
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.
Jun 30, 2026
Full time
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.
Location: Hybrid (London / Manchester) Working pattern: Full-time About AMS Group AMS Group is a Top 60 UK accountancy firm with an advisory-led proposition, headquartered in Manchester. Established in 1982, we've grown from a family-run practice to a nationwide business with over 300 employees across 12 offices. Our trading divisions span Audit, Accounts, Tax and Advisory, and we've completed eight acquisitions since 2021 with further growth planned.In 2024 we were named the 7th Best Accountancy Firm to Work for in the UK, recognised as Best Employer in Tax (Tolley's Taxation Awards 2025) and Employer of the Year (GM Chamber of Commerce Awards 2024). About the role This is a critical hire during a period of significant acquisition activity. As Integration Manager, you'll lead and coordinate the end-to-end integration of multiple acquired businesses into the Group - protecting deal value, reducing risk and ensuring the smooth transition of people, processes and clients.You'll bring deep integration experience, strong programme management discipline and the ability to operate hands-on in a high-growth, entrepreneurial environment. Reporting to the Head of Value Creation, you'll act as the central coordination point across acquired entities, leadership teams, functional leads and external advisers. What you'll be doing • Leading the planning, execution and monitoring of integration workstreams across concurrent acquisitions• Establishing integration governance, reporting cadences, RAID logs and decision-making frameworks• Designing and managing Day 1 readiness plans covering communications, operational preparedness, client impacts and risk controls• Building and delivering structured Day 30 / Day 100 integration roadmaps with clear milestones, owners, budgets and KPIs• Overseeing integration across finance, billing, MI reporting, HR, technology, systems migration, compliance, client communications and commercial alignment• Supporting cultural integration and guiding leaders through organisational design, role mapping and change communications• Identifying and proactively mitigating operational, financial, commercial and compliance risks• Tracking synergy delivery and reporting progress transparently to the Executive Team What you'll bring • Proven experience delivering integrations for multiple acquisitions in a professional services environment - accountancy, legal, consulting, wealth management or similar• Strong programme and project management capability with a track record across complex, multi-workstream integrations• Deep understanding of operational processes, systems migrations, data integrity and change management• Strong financial acumen and comfort interpreting budgets, models and synergy assumptions• High emotional intelligence - able to build trust quickly, work with leaders under pressure and maintain calm in ambiguity• Exceptional communication and stakeholder management skills• Experience integrating firms into a multi-site or national group structure is a bonus• Exposure to FCA-regulated businesses, PE-backed environments or prior delivery of integration playbooks or PMO frameworks is advantageous What's on offer • 25 days holiday plus the option to buy up to 5 more• Birthday off• Company bonus scheme• Pension scheme• Health cash plan• Enhanced parental pay and company sick pay• Perkbox subscriptionAMS Group is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.You may have experience of the following: M&A Integration Manager, Post-Merger Integration Lead, Integration Programme Manager, PMO Manager, Merger Integration Consultant, Change & Integration Manager, Transformation Programme Manager, Acquisitions Integration Lead, Business Integration Manager, Group Integration LeadREF-
Jun 30, 2026
Full time
Location: Hybrid (London / Manchester) Working pattern: Full-time About AMS Group AMS Group is a Top 60 UK accountancy firm with an advisory-led proposition, headquartered in Manchester. Established in 1982, we've grown from a family-run practice to a nationwide business with over 300 employees across 12 offices. Our trading divisions span Audit, Accounts, Tax and Advisory, and we've completed eight acquisitions since 2021 with further growth planned.In 2024 we were named the 7th Best Accountancy Firm to Work for in the UK, recognised as Best Employer in Tax (Tolley's Taxation Awards 2025) and Employer of the Year (GM Chamber of Commerce Awards 2024). About the role This is a critical hire during a period of significant acquisition activity. As Integration Manager, you'll lead and coordinate the end-to-end integration of multiple acquired businesses into the Group - protecting deal value, reducing risk and ensuring the smooth transition of people, processes and clients.You'll bring deep integration experience, strong programme management discipline and the ability to operate hands-on in a high-growth, entrepreneurial environment. Reporting to the Head of Value Creation, you'll act as the central coordination point across acquired entities, leadership teams, functional leads and external advisers. What you'll be doing • Leading the planning, execution and monitoring of integration workstreams across concurrent acquisitions• Establishing integration governance, reporting cadences, RAID logs and decision-making frameworks• Designing and managing Day 1 readiness plans covering communications, operational preparedness, client impacts and risk controls• Building and delivering structured Day 30 / Day 100 integration roadmaps with clear milestones, owners, budgets and KPIs• Overseeing integration across finance, billing, MI reporting, HR, technology, systems migration, compliance, client communications and commercial alignment• Supporting cultural integration and guiding leaders through organisational design, role mapping and change communications• Identifying and proactively mitigating operational, financial, commercial and compliance risks• Tracking synergy delivery and reporting progress transparently to the Executive Team What you'll bring • Proven experience delivering integrations for multiple acquisitions in a professional services environment - accountancy, legal, consulting, wealth management or similar• Strong programme and project management capability with a track record across complex, multi-workstream integrations• Deep understanding of operational processes, systems migrations, data integrity and change management• Strong financial acumen and comfort interpreting budgets, models and synergy assumptions• High emotional intelligence - able to build trust quickly, work with leaders under pressure and maintain calm in ambiguity• Exceptional communication and stakeholder management skills• Experience integrating firms into a multi-site or national group structure is a bonus• Exposure to FCA-regulated businesses, PE-backed environments or prior delivery of integration playbooks or PMO frameworks is advantageous What's on offer • 25 days holiday plus the option to buy up to 5 more• Birthday off• Company bonus scheme• Pension scheme• Health cash plan• Enhanced parental pay and company sick pay• Perkbox subscriptionAMS Group is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.You may have experience of the following: M&A Integration Manager, Post-Merger Integration Lead, Integration Programme Manager, PMO Manager, Merger Integration Consultant, Change & Integration Manager, Transformation Programme Manager, Acquisitions Integration Lead, Business Integration Manager, Group Integration LeadREF-
Tax Investigations Director Location: Birmingham (Remote working) Salary: £110,000 - £140,000 + Bonus + Benefits About the Role I am currently partnering with a highly respected independent accountancy and business advisory firm that is looking to appoint a Tax Investigations Director to join its growing Tax Disputes & Investigations team. This is a rare opportunity for an experienced tax investigations professional to take on a leadership role within an established and ambitious practice. The successful candidate will work closely with Partners and senior stakeholders, leading complex tax controversy matters while helping drive the continued growth and success of the investigations offering. The firm acts for a diverse client base including owner-managed businesses, high-net-worth individuals, family offices, entrepreneurs and corporate clients, providing expert advice on complex HMRC enquiries, disclosures and disputes. The Opportunity As Tax Investigations Director, you will lead a broad portfolio of contentious tax matters, acting as a trusted adviser to clients facing HMRC scrutiny. You will play a key role in shaping the strategic direction of the team, developing client relationships and identifying opportunities to expand the practice. This position offers significant autonomy, direct Partner exposure and a genuine platform to build your profile within the tax investigations market. Key Responsibilities Leading complex HMRC enquiries, investigations and tax dispute assignments. Advising clients on COP8 and COP9 investigations, voluntary disclosures and settlements. Managing high-value and sensitive tax controversy matters from inception through to resolution. Acting as the lead contact for clients, HMRC and professional advisers. Providing strategic advice on tax risk management and dispute resolution. Building and developing long-term client relationships. Supporting business development initiatives and contributing to revenue growth. Working closely with Partners to further develop the Tax Investigations offering. Leading, mentoring and developing Managers and Senior Managers within the team. Representing the firm externally and enhancing its profile within the market. Candidate Requirements Essential CTA, ACA, ACCA and/or ATT qualified. Significant experience within Tax Investigations, Tax Disputes, Tax Controversy or HMRC Enquiries. Strong technical knowledge of UK tax legislation and HMRC procedures. Proven experience managing complex and high-profile investigations. Excellent stakeholder management and client relationship skills. Demonstrable leadership experience within a professional services environment. Desirable Experience managing COP8 and COP9 investigations. Strong business development and client-winning capabilities. Existing professional network within the tax market. Previous experience operating at Director, Associate Director or Senior Manager level within an accountancy practice or specialist tax advisory firm. What's on Offer £110,000 - £140,000 base salary. Performance-related bonus. Hybrid and flexible working arrangements. Direct access to Partners and senior leadership. Significant autonomy and influence within a growing specialist practice. High-quality, complex and rewarding client work. Clear progression opportunities. Collaborative and entrepreneurial working environment. Apply If you are an experienced Tax Investigations professional seeking a Director-level opportunity with genuine influence, autonomy and progression potential, I would be delighted to discuss this opportunity with you in confidence.
Jun 30, 2026
Full time
Tax Investigations Director Location: Birmingham (Remote working) Salary: £110,000 - £140,000 + Bonus + Benefits About the Role I am currently partnering with a highly respected independent accountancy and business advisory firm that is looking to appoint a Tax Investigations Director to join its growing Tax Disputes & Investigations team. This is a rare opportunity for an experienced tax investigations professional to take on a leadership role within an established and ambitious practice. The successful candidate will work closely with Partners and senior stakeholders, leading complex tax controversy matters while helping drive the continued growth and success of the investigations offering. The firm acts for a diverse client base including owner-managed businesses, high-net-worth individuals, family offices, entrepreneurs and corporate clients, providing expert advice on complex HMRC enquiries, disclosures and disputes. The Opportunity As Tax Investigations Director, you will lead a broad portfolio of contentious tax matters, acting as a trusted adviser to clients facing HMRC scrutiny. You will play a key role in shaping the strategic direction of the team, developing client relationships and identifying opportunities to expand the practice. This position offers significant autonomy, direct Partner exposure and a genuine platform to build your profile within the tax investigations market. Key Responsibilities Leading complex HMRC enquiries, investigations and tax dispute assignments. Advising clients on COP8 and COP9 investigations, voluntary disclosures and settlements. Managing high-value and sensitive tax controversy matters from inception through to resolution. Acting as the lead contact for clients, HMRC and professional advisers. Providing strategic advice on tax risk management and dispute resolution. Building and developing long-term client relationships. Supporting business development initiatives and contributing to revenue growth. Working closely with Partners to further develop the Tax Investigations offering. Leading, mentoring and developing Managers and Senior Managers within the team. Representing the firm externally and enhancing its profile within the market. Candidate Requirements Essential CTA, ACA, ACCA and/or ATT qualified. Significant experience within Tax Investigations, Tax Disputes, Tax Controversy or HMRC Enquiries. Strong technical knowledge of UK tax legislation and HMRC procedures. Proven experience managing complex and high-profile investigations. Excellent stakeholder management and client relationship skills. Demonstrable leadership experience within a professional services environment. Desirable Experience managing COP8 and COP9 investigations. Strong business development and client-winning capabilities. Existing professional network within the tax market. Previous experience operating at Director, Associate Director or Senior Manager level within an accountancy practice or specialist tax advisory firm. What's on Offer £110,000 - £140,000 base salary. Performance-related bonus. Hybrid and flexible working arrangements. Direct access to Partners and senior leadership. Significant autonomy and influence within a growing specialist practice. High-quality, complex and rewarding client work. Clear progression opportunities. Collaborative and entrepreneurial working environment. Apply If you are an experienced Tax Investigations professional seeking a Director-level opportunity with genuine influence, autonomy and progression potential, I would be delighted to discuss this opportunity with you in confidence.
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.
Jun 30, 2026
Full time
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.
Finance Director SO52 / Southampton Area Full time, permanent, hybrid Salary: £75,000 - £90,000 (DOE) Competitive benefits package Supporting the growth of a fast-moving property investment business Our client, Building Futures Ltd, is a growing property investment and development business focused on transforming tired and underutilised properties into high-quality homes across Dublin. Built around a strong entrepreneurial mindset and ambitious growth plans, the business combines investment, refurbishment and operational delivery within a fast-paced environment. They are now seeking an experienced Finance Director to take ownership of the company's financial strategy, treasury management and investment oversight, supporting the next phase of growth across a complex multi-entity property portfolio. This is a commercially focused leadership role with significant exposure to investors, lenders and board-level decision making. Finance Director, the role: • Manage relationships with lenders, investors and funding partners • Lead refinancing activity, debt negotiations and covenant management • Conduct investment analysis and financial due diligence on acquisitions and disposals • Develop and review investment appraisal models including IRR, yield and scenario analysis • Support strategic buy, hold and sell decisions across the property portfolio • Maintain oversight of liquidity, cash flow forecasting and working capital management • Oversee multi-entity consolidation, intercompany reconciliations and investor reporting • Ensure compliance across VAT, corporation tax, PAYE, PRSI and financial reporting obligations • Lead year-end audit activity and relationships with external advisors • Build and develop a scalable finance function, systems and reporting capability • Partner closely with operational and development teams to support business growth • Provide clear and commercially focused reporting at board level Finance Director, the person: • Fully qualified accountant (ACA, ACCA, CIMA or CPA Ireland) • 8+ years' post-qualified finance experience including senior leadership exposure • Strong treasury and cashflow management experience • Experience managing multi-entity or SPV structures • Proven background in financial strategy and capital management • Strong commercial acumen with the ability to influence strategic decision making • Confident communicator with board-level reporting experience • Strong analytical and investment appraisal capability • Comfortable operating within a fast-paced and growth-focused business Desirable: • Property, construction or real estate sector experience • Experience with development finance and drawdown structures • Exposure to investor relations and joint venture structures • Experience within a scale-up or high-growth environment • Understanding of Irish tax and regulatory requirements Finance Director, the benefits: • Hybrid working arrangements • 10% employer pension contribution • Company laptop and mobile phone • Opportunity to participate in profit share and bonus scheme following probation • Genuine board-level influence within a fast-growing business • Opportunity to shape the financial structure and future growth of the organisation • Exposure to complex property investment and funding structures Pure Human Resources Limited works in partnership with Building Futures Ltd in providing Recruitment support. No applications from agencies please.
Jun 30, 2026
Full time
Finance Director SO52 / Southampton Area Full time, permanent, hybrid Salary: £75,000 - £90,000 (DOE) Competitive benefits package Supporting the growth of a fast-moving property investment business Our client, Building Futures Ltd, is a growing property investment and development business focused on transforming tired and underutilised properties into high-quality homes across Dublin. Built around a strong entrepreneurial mindset and ambitious growth plans, the business combines investment, refurbishment and operational delivery within a fast-paced environment. They are now seeking an experienced Finance Director to take ownership of the company's financial strategy, treasury management and investment oversight, supporting the next phase of growth across a complex multi-entity property portfolio. This is a commercially focused leadership role with significant exposure to investors, lenders and board-level decision making. Finance Director, the role: • Manage relationships with lenders, investors and funding partners • Lead refinancing activity, debt negotiations and covenant management • Conduct investment analysis and financial due diligence on acquisitions and disposals • Develop and review investment appraisal models including IRR, yield and scenario analysis • Support strategic buy, hold and sell decisions across the property portfolio • Maintain oversight of liquidity, cash flow forecasting and working capital management • Oversee multi-entity consolidation, intercompany reconciliations and investor reporting • Ensure compliance across VAT, corporation tax, PAYE, PRSI and financial reporting obligations • Lead year-end audit activity and relationships with external advisors • Build and develop a scalable finance function, systems and reporting capability • Partner closely with operational and development teams to support business growth • Provide clear and commercially focused reporting at board level Finance Director, the person: • Fully qualified accountant (ACA, ACCA, CIMA or CPA Ireland) • 8+ years' post-qualified finance experience including senior leadership exposure • Strong treasury and cashflow management experience • Experience managing multi-entity or SPV structures • Proven background in financial strategy and capital management • Strong commercial acumen with the ability to influence strategic decision making • Confident communicator with board-level reporting experience • Strong analytical and investment appraisal capability • Comfortable operating within a fast-paced and growth-focused business Desirable: • Property, construction or real estate sector experience • Experience with development finance and drawdown structures • Exposure to investor relations and joint venture structures • Experience within a scale-up or high-growth environment • Understanding of Irish tax and regulatory requirements Finance Director, the benefits: • Hybrid working arrangements • 10% employer pension contribution • Company laptop and mobile phone • Opportunity to participate in profit share and bonus scheme following probation • Genuine board-level influence within a fast-growing business • Opportunity to shape the financial structure and future growth of the organisation • Exposure to complex property investment and funding structures Pure Human Resources Limited works in partnership with Building Futures Ltd in providing Recruitment support. No applications from agencies please.
Job Title: Private Client Tax Partner Job Type: Permanent Location: London Salary: Negotiable + Bonus + Benefits The Role This role offers an exceptional opportunity for an experienced private client tax adviser to deliver outstanding client service and play a key role in the growth of the firm's private client tax practice. As Partner, you will help shape and execute strategies to strengthen the firm's reputation and profitability. Role Responsibilities Act as lead adviser across a diverse client portfolio Provide practical, commercial tax advice on a wide range of private client matters Oversee personal tax compliance and manage related risks in line with regulatory and firm standards Own all aspects of client relationships, including fees, expectations, delivery, and billing Build and lead teams to deliver high-quality client outcomes Identify and pursue new business opportunities to drive growth Develop and maintain referral networks and market presence Maximise cross-selling and value-added opportunities within the client base Promote the firm's private client offering through marketing initiatives, publications, and events Contribute to team operations, strategy, and service propositions Oversee staff allocation, productivity, and performance Mentor, train, and support team development and recruitment Foster continuous professional growth within the team Maintain expert knowledge of UK personal tax law and HMRC guidance Identify and resolve complex tax matters Produce high-quality technical materials for internal and external audiences Represent the firm in technical discussions, panels, and industry forums The Person Chartered Tax Adviser with extensive experience in private client tax, ideally within professional services In-depth understanding of UK private client tax law and bespoke advisory work Recognised professional profile supported by published articles or presentations Proficiency in tax technology, MS Word, and PowerPoint Strong leadership, communication, and relationship-building skills Proven ability to manage workload, deliver to deadlines, and take initiative Creative, strategic, and entrepreneurial mindset To Apply To apply for the position, please send your CV to Andy Shaw via the 'apply now' button.
Jun 29, 2026
Full time
Job Title: Private Client Tax Partner Job Type: Permanent Location: London Salary: Negotiable + Bonus + Benefits The Role This role offers an exceptional opportunity for an experienced private client tax adviser to deliver outstanding client service and play a key role in the growth of the firm's private client tax practice. As Partner, you will help shape and execute strategies to strengthen the firm's reputation and profitability. Role Responsibilities Act as lead adviser across a diverse client portfolio Provide practical, commercial tax advice on a wide range of private client matters Oversee personal tax compliance and manage related risks in line with regulatory and firm standards Own all aspects of client relationships, including fees, expectations, delivery, and billing Build and lead teams to deliver high-quality client outcomes Identify and pursue new business opportunities to drive growth Develop and maintain referral networks and market presence Maximise cross-selling and value-added opportunities within the client base Promote the firm's private client offering through marketing initiatives, publications, and events Contribute to team operations, strategy, and service propositions Oversee staff allocation, productivity, and performance Mentor, train, and support team development and recruitment Foster continuous professional growth within the team Maintain expert knowledge of UK personal tax law and HMRC guidance Identify and resolve complex tax matters Produce high-quality technical materials for internal and external audiences Represent the firm in technical discussions, panels, and industry forums The Person Chartered Tax Adviser with extensive experience in private client tax, ideally within professional services In-depth understanding of UK private client tax law and bespoke advisory work Recognised professional profile supported by published articles or presentations Proficiency in tax technology, MS Word, and PowerPoint Strong leadership, communication, and relationship-building skills Proven ability to manage workload, deliver to deadlines, and take initiative Creative, strategic, and entrepreneurial mindset To Apply To apply for the position, please send your CV to Andy Shaw via the 'apply now' button.
This is not the sort of practice role where you inherit a tidy portfolio, follow established processes, and stay in your lane. This opportunity is built for someone who enjoys variety, thrives on responsibility, and wants to have a visible impact in a growing business. Joining a small but ambitious firm, you will work directly with Partners, take ownership of client relationships, and become involved across a broad mix of accounting, advisory, and commercial matters. The role offers far more than delivery work. You will be trusted to make decisions, improve how things are done, and help shape the future direction of the firm as it continues to expand. There is no large corporate structure and no unnecessary layers of management, just genuine autonomy, meaningful client exposure, and the chance to become an important part of the next stage of growth. It would suit someone entrepreneurial in mindset; someone who spots opportunities, takes initiative, enjoys solving problems, and wants a role that grows with them rather than one they outgrow. Job Title : Accounts & Client Manager Job Type : Perm Location : Farnham Salary : £45 000 Reference no : 16016 Accounts & Client Manager Benefits 4-day working week on full salary 5 weeks annual leave Additional time off between Christmas and New Year Free on-site parking Opportunity to progress into a senior leadership position High level of autonomy and responsibility Direct access to Partners and decision making Accounts & Client Manager About The Role This is a broad and varied role offering exposure well beyond year-end accounts production. You will take ownership of your own portfolio and become a trusted adviser to clients, supporting them across a range of accounting and business matters. Working directly with the Partners, you will have significant freedom to manage your workload, build relationships in your own style, and contribute ideas that improve both client outcomes and internal processes. The position is ideal for someone who enjoys variety and wants to play a meaningful role in a firm s growth journey. Key responsibilities: Manage and develop your own portfolio of clients Build long-term client relationships and become a trusted point of contact Prepare and review statutory accounts and related work Review bookkeeping and management information prepared for clients Provide practical advice and support across a range of accounting matters Work directly with Partners on complex client situations Identify opportunities to improve processes and client delivery Support the growth and development of the client portfolio Take ownership of deadlines and ensure work is delivered to a high standard Contribute ideas and initiatives as the firm continues to expand The successful Accounts & Client Manager will have: ACA or ACCA qualified Extensive Xero experience Previous UK accountancy practice experience Varied experience highly desired- Accounts, Corporate Tax, Personal Tax, Bookkeeping, Management Accounts, VAT Experience managing or supporting a client portfolio Strong technical accounting knowledge Comfortable working independently and taking ownership Commercial awareness and problem-solving ability Confidence dealing directly with clients Organised approach and ability to prioritise effectively Initiative and desire to make a visible contribution Interest in progressing within a growing firm 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)
Jun 26, 2026
Full time
This is not the sort of practice role where you inherit a tidy portfolio, follow established processes, and stay in your lane. This opportunity is built for someone who enjoys variety, thrives on responsibility, and wants to have a visible impact in a growing business. Joining a small but ambitious firm, you will work directly with Partners, take ownership of client relationships, and become involved across a broad mix of accounting, advisory, and commercial matters. The role offers far more than delivery work. You will be trusted to make decisions, improve how things are done, and help shape the future direction of the firm as it continues to expand. There is no large corporate structure and no unnecessary layers of management, just genuine autonomy, meaningful client exposure, and the chance to become an important part of the next stage of growth. It would suit someone entrepreneurial in mindset; someone who spots opportunities, takes initiative, enjoys solving problems, and wants a role that grows with them rather than one they outgrow. Job Title : Accounts & Client Manager Job Type : Perm Location : Farnham Salary : £45 000 Reference no : 16016 Accounts & Client Manager Benefits 4-day working week on full salary 5 weeks annual leave Additional time off between Christmas and New Year Free on-site parking Opportunity to progress into a senior leadership position High level of autonomy and responsibility Direct access to Partners and decision making Accounts & Client Manager About The Role This is a broad and varied role offering exposure well beyond year-end accounts production. You will take ownership of your own portfolio and become a trusted adviser to clients, supporting them across a range of accounting and business matters. Working directly with the Partners, you will have significant freedom to manage your workload, build relationships in your own style, and contribute ideas that improve both client outcomes and internal processes. The position is ideal for someone who enjoys variety and wants to play a meaningful role in a firm s growth journey. Key responsibilities: Manage and develop your own portfolio of clients Build long-term client relationships and become a trusted point of contact Prepare and review statutory accounts and related work Review bookkeeping and management information prepared for clients Provide practical advice and support across a range of accounting matters Work directly with Partners on complex client situations Identify opportunities to improve processes and client delivery Support the growth and development of the client portfolio Take ownership of deadlines and ensure work is delivered to a high standard Contribute ideas and initiatives as the firm continues to expand The successful Accounts & Client Manager will have: ACA or ACCA qualified Extensive Xero experience Previous UK accountancy practice experience Varied experience highly desired- Accounts, Corporate Tax, Personal Tax, Bookkeeping, Management Accounts, VAT Experience managing or supporting a client portfolio Strong technical accounting knowledge Comfortable working independently and taking ownership Commercial awareness and problem-solving ability Confidence dealing directly with clients Organised approach and ability to prioritise effectively Initiative and desire to make a visible contribution Interest in progressing within a growing firm 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)
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working pro-actively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. You'll be someone with: US Enrolled Agent (EA) and ATT qualifications required as a minimum. A broad base of US and UK private client experience working with UHNW families and their family offices Strong experience advising in the trusts and estates specialist area and working with trustees and wealth advisory teams on the taxation considerations Experiences and ability to lead projects in resolving US and foreign trust matters for settlors and beneficiaries. The passion to develop and lead a specialist trust and estate group within the US/UK Private Client practice You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. Good deal of advisory experience and will likely be found in HNW teams. Responsibilities: Signing out tax Forms 1040, 1040NR, 3520's etc Leading client relationships with a proactive advisory approach and a strong, adaptable manner to suit an eclectic and demanding client base A reputation in the marketplace and familiarity working in conjunction with lawyers, wealth advisers and other professionals that support UHNW individuals with US aspects to their lives In depth experience working with families on dual US/UK succession planning, including advising on trusts, alternate structuring, and estates Wide experiences with the use of the UK/US treaty in detail Advanced understanding of complex foreign tax credit scenarios and planning solutions. A strong understanding of pre US and pre UK residency tax planning Experience of presenting internally and externally on topics pertinent to US PCS tax matters The individual would be able to form strong collaborative relationships with other teams in projects A desire for continual learning, assisting in training and inculcating US advisory skills, and development in the junior members of the team Good people management skills and an ability to actively support and influence the continual improvement in efficiencies and the evolution of the US PCS strategic offering in line with the wider firm initiatives. A successful candidate would have a drive for finding practical solutions, an ability to collaborate and the initiative and resilience to persevere with challenging work. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jun 26, 2026
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working pro-actively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. You'll be someone with: US Enrolled Agent (EA) and ATT qualifications required as a minimum. A broad base of US and UK private client experience working with UHNW families and their family offices Strong experience advising in the trusts and estates specialist area and working with trustees and wealth advisory teams on the taxation considerations Experiences and ability to lead projects in resolving US and foreign trust matters for settlors and beneficiaries. The passion to develop and lead a specialist trust and estate group within the US/UK Private Client practice You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. Good deal of advisory experience and will likely be found in HNW teams. Responsibilities: Signing out tax Forms 1040, 1040NR, 3520's etc Leading client relationships with a proactive advisory approach and a strong, adaptable manner to suit an eclectic and demanding client base A reputation in the marketplace and familiarity working in conjunction with lawyers, wealth advisers and other professionals that support UHNW individuals with US aspects to their lives In depth experience working with families on dual US/UK succession planning, including advising on trusts, alternate structuring, and estates Wide experiences with the use of the UK/US treaty in detail Advanced understanding of complex foreign tax credit scenarios and planning solutions. A strong understanding of pre US and pre UK residency tax planning Experience of presenting internally and externally on topics pertinent to US PCS tax matters The individual would be able to form strong collaborative relationships with other teams in projects A desire for continual learning, assisting in training and inculcating US advisory skills, and development in the junior members of the team Good people management skills and an ability to actively support and influence the continual improvement in efficiencies and the evolution of the US PCS strategic offering in line with the wider firm initiatives. A successful candidate would have a drive for finding practical solutions, an ability to collaborate and the initiative and resilience to persevere with challenging work. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. Responsibilities: Play a significant role in supporting the Partners with the management of their client portfolio and growing the firm's Succession planning and IHT advisory business. Act as a client relationship point of contact for significant high net worth individuals and their families. Be responsible for undertaking Succession Planning Reviews and related assignments for key clients. Win new clients through networking and business development together with the wider BDO Private Wealth group and our mutual professional contacts. Act as a key point of contact within the Firm for the client. Responsibility for tax planning and complex IHT issues with a focus on variety of directly held assets or use of family vehicles, e.g. companies and trusts. Advise on ad hoc projects and be deemed as an expert in some areas of Private Client Tax, including but not limited to IHT, succession planning and use of trusts. Profitably manage a small portfolio of complex clients. Ensure that the firm's quality control procedures are adhered to on their clients. Commercial management of their clients i.e. setting budgets, monitoring workflows and contributing to a commercial and sustainably profitable business. Be involved in the team, supporting your peers from a technical perspective, and developing the next generation of advisers. Identify risk and technical matters, as well as identifying opportunities, and acting on these accordingly. Develop, execute and manage the account development for own client portfolio. Contribute to the tax group's sales and marketing activities in developing new work wins. Overall responsibility for resource planning and allocation for their portfolio. Staff training and development including recommendations for promotion. Counsel, appraise, develop and motivate staff as appropriate. Liaise with Tax Authorities. Liaising between clients and their other advisers in a collaborative and efficient manner. Act as a liaison between the client and other service lines and tax specialists within the firm. Act as a role model for the firm, both externally and internally. Consult with colleagues and Partners on technical and risk matters. We are looking for someone who: Has an in depth, up to date knowledge of taxation with experience of advising high net worth individuals, their families and wealth protection structures. Strong experiences and the ability to lead projects in succession planning for multi-generational families and the provide support to the wider private client team as a technical expert at the highest level on a wide range of inheritance tax matters. Experience advising in the trusts and estates specialist area and working with trustees and wealth advisory teams on the taxation considerations Has experience of managing a portfolio of clients including control of client take-on and engagement, billings and identification of new opportunities. Strong experiences and the ability to lead projects in succession planning for multi-generational families and the provide technical expertise and support to the wider private client team on a wide range of inheritance tax matters. Is able to provide private client and trust compliance and advisory services to a wide range of clients using resource from a shared service team. Has an understanding of potential risks to the firm arising from various aspects of client engagement. Can guide and supervise less experienced colleagues. Can support, train, mentor and advise others. Will challenge current practice - driving improvements and championing change. Takes personal responsibility for own decisions and actions and those of others. Leads projects of varying scale and complexity. CTA and/or ACA qualified or equivalent. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jun 26, 2026
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. Responsibilities: Play a significant role in supporting the Partners with the management of their client portfolio and growing the firm's Succession planning and IHT advisory business. Act as a client relationship point of contact for significant high net worth individuals and their families. Be responsible for undertaking Succession Planning Reviews and related assignments for key clients. Win new clients through networking and business development together with the wider BDO Private Wealth group and our mutual professional contacts. Act as a key point of contact within the Firm for the client. Responsibility for tax planning and complex IHT issues with a focus on variety of directly held assets or use of family vehicles, e.g. companies and trusts. Advise on ad hoc projects and be deemed as an expert in some areas of Private Client Tax, including but not limited to IHT, succession planning and use of trusts. Profitably manage a small portfolio of complex clients. Ensure that the firm's quality control procedures are adhered to on their clients. Commercial management of their clients i.e. setting budgets, monitoring workflows and contributing to a commercial and sustainably profitable business. Be involved in the team, supporting your peers from a technical perspective, and developing the next generation of advisers. Identify risk and technical matters, as well as identifying opportunities, and acting on these accordingly. Develop, execute and manage the account development for own client portfolio. Contribute to the tax group's sales and marketing activities in developing new work wins. Overall responsibility for resource planning and allocation for their portfolio. Staff training and development including recommendations for promotion. Counsel, appraise, develop and motivate staff as appropriate. Liaise with Tax Authorities. Liaising between clients and their other advisers in a collaborative and efficient manner. Act as a liaison between the client and other service lines and tax specialists within the firm. Act as a role model for the firm, both externally and internally. Consult with colleagues and Partners on technical and risk matters. We are looking for someone who: Has an in depth, up to date knowledge of taxation with experience of advising high net worth individuals, their families and wealth protection structures. Strong experiences and the ability to lead projects in succession planning for multi-generational families and the provide support to the wider private client team as a technical expert at the highest level on a wide range of inheritance tax matters. Experience advising in the trusts and estates specialist area and working with trustees and wealth advisory teams on the taxation considerations Has experience of managing a portfolio of clients including control of client take-on and engagement, billings and identification of new opportunities. Strong experiences and the ability to lead projects in succession planning for multi-generational families and the provide technical expertise and support to the wider private client team on a wide range of inheritance tax matters. Is able to provide private client and trust compliance and advisory services to a wide range of clients using resource from a shared service team. Has an understanding of potential risks to the firm arising from various aspects of client engagement. Can guide and supervise less experienced colleagues. Can support, train, mentor and advise others. Will challenge current practice - driving improvements and championing change. Takes personal responsibility for own decisions and actions and those of others. Leads projects of varying scale and complexity. CTA and/or ACA qualified or equivalent. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. We'll broaden your horizons We're a Corporate Tax Team working across many sectors including TMT, Lifesciences, Manufacturing and Science with a diverse and interesting range of clients - from entrepreneurial start-ups to large, global FTSE 100 companies. We are a fast-growing and high-performing team and, for you, it's the chance to lead the delivery of advisory work and building and running a portfolio of clients. Your potential will grow too, with plenty of opportunities to learn new skills or further enhance your current ones. Along the way, we'll give you all the client-facing exposure, support and connections you need to take your career in whichever direction you want it to go, with the scope for the right business to grow their career with BDO. Tax is a dynamic, ever-changing industry. As our clients' needs and the regulatory environment evolve, you'll encounter new problems to solve and new opportunities for growth. Whether it's advising clients on high-profile specialisms like Corporation Tax or leading the delivery of multiteam projects, you'll enjoy variety as well as stretch in your role. BDO supports all kinds of different businesses in different sectors across the UK and around the world. You'll be providing Tax Advisory services to Private Equity backed, private businesses and FTSE listed multinationals. Each of our clients has different needs and in applying your expertise in different contexts, you'll develop your skills and gain valuable experience that will serve you throughout your career. We'll help you succeed Our clients trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with clients and building long-lasting relationships. You'll be someone who can work pro-actively and confident collaborating with others, communicating regularly with Director and BDO's Partners to enable us to serve our clients effectively. You'll be encouraged to think and operate strategically to grow your portfolio and leadership skills for the benefit of your career and the Firm. We are looking for someone with; Strong understanding of and previous experience of managing a portfolio of corporate tax clients providing advisory and compliance services. The skill of managing the successful delivery of commercially viable and technically excellent advice to a variety of clients. The ability to build and manage strong relationships with clients and other stakeholders Experience of actively seeking and winning opportunities for selling new services to new and existing clients, and a desire to build upon this by working with the partner group to build the portfolio. Experience of managing people. CTA and/or ACA qualified or equivalent You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jun 26, 2026
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. We'll broaden your horizons We're a Corporate Tax Team working across many sectors including TMT, Lifesciences, Manufacturing and Science with a diverse and interesting range of clients - from entrepreneurial start-ups to large, global FTSE 100 companies. We are a fast-growing and high-performing team and, for you, it's the chance to lead the delivery of advisory work and building and running a portfolio of clients. Your potential will grow too, with plenty of opportunities to learn new skills or further enhance your current ones. Along the way, we'll give you all the client-facing exposure, support and connections you need to take your career in whichever direction you want it to go, with the scope for the right business to grow their career with BDO. Tax is a dynamic, ever-changing industry. As our clients' needs and the regulatory environment evolve, you'll encounter new problems to solve and new opportunities for growth. Whether it's advising clients on high-profile specialisms like Corporation Tax or leading the delivery of multiteam projects, you'll enjoy variety as well as stretch in your role. BDO supports all kinds of different businesses in different sectors across the UK and around the world. You'll be providing Tax Advisory services to Private Equity backed, private businesses and FTSE listed multinationals. Each of our clients has different needs and in applying your expertise in different contexts, you'll develop your skills and gain valuable experience that will serve you throughout your career. We'll help you succeed Our clients trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with clients and building long-lasting relationships. You'll be someone who can work pro-actively and confident collaborating with others, communicating regularly with Director and BDO's Partners to enable us to serve our clients effectively. You'll be encouraged to think and operate strategically to grow your portfolio and leadership skills for the benefit of your career and the Firm. We are looking for someone with; Strong understanding of and previous experience of managing a portfolio of corporate tax clients providing advisory and compliance services. The skill of managing the successful delivery of commercially viable and technically excellent advice to a variety of clients. The ability to build and manage strong relationships with clients and other stakeholders Experience of actively seeking and winning opportunities for selling new services to new and existing clients, and a desire to build upon this by working with the partner group to build the portfolio. Experience of managing people. CTA and/or ACA qualified or equivalent You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
An opportunity has arisen for an experienced and commercially minded Finance Director to join a rapidly expanding, investor-backed business operating in an exciting industry. The company are an SME business based in the Orpington area. This is a pivotal leadership role for a strategic and hands-on finance professional who thrives in a fast-paced, entrepreneurial environment. Reporting directly to the CEO and working closely with the Board and external advisers, you will lead the financial strategy of the business whilst helping drive ambitious UK and international growth plans. Key Responsibilities Lead the company's financial strategy, planning and performance. Partner with the CEO and Board on strategic decision-making and growth initiatives. Own budgeting, forecasting and long-term financial planning. Drive profitability, cost control and operational efficiency across the business. Oversee monthly management accounts, board reporting and statutory reporting. Ensure robust financial controls, governance and compliance frameworks. Lead cash flow forecasting, treasury management and banking relationships. Support investor relations and shareholder communications. Manage external stakeholders including auditors, banks, legal advisers and tax specialists. Support corporate transactions, acquisitions, fundraising and international expansion projects. Improve financial systems, reporting capabilities and operational processes. Lead, mentor and develop the finance function while promoting commercial awareness throughout the organisation. An essential requirement is candidates being fully qualified (ACA, ACCA or CIMA) with previous experience leading a finance function within an SME. This would suit someone who can offer a good level of strategic guidance working closely with the board but also have a 'roll your sleeves up' work ethic and happy to be hands on within the finance department. In return the company are offering a competitive salary and package to be discussed at interview stage. A hybrid working model is also on offer. Due to the expected high volume of applicants, only suitable candidates will be contacted.
Jun 25, 2026
Full time
An opportunity has arisen for an experienced and commercially minded Finance Director to join a rapidly expanding, investor-backed business operating in an exciting industry. The company are an SME business based in the Orpington area. This is a pivotal leadership role for a strategic and hands-on finance professional who thrives in a fast-paced, entrepreneurial environment. Reporting directly to the CEO and working closely with the Board and external advisers, you will lead the financial strategy of the business whilst helping drive ambitious UK and international growth plans. Key Responsibilities Lead the company's financial strategy, planning and performance. Partner with the CEO and Board on strategic decision-making and growth initiatives. Own budgeting, forecasting and long-term financial planning. Drive profitability, cost control and operational efficiency across the business. Oversee monthly management accounts, board reporting and statutory reporting. Ensure robust financial controls, governance and compliance frameworks. Lead cash flow forecasting, treasury management and banking relationships. Support investor relations and shareholder communications. Manage external stakeholders including auditors, banks, legal advisers and tax specialists. Support corporate transactions, acquisitions, fundraising and international expansion projects. Improve financial systems, reporting capabilities and operational processes. Lead, mentor and develop the finance function while promoting commercial awareness throughout the organisation. An essential requirement is candidates being fully qualified (ACA, ACCA or CIMA) with previous experience leading a finance function within an SME. This would suit someone who can offer a good level of strategic guidance working closely with the board but also have a 'roll your sleeves up' work ethic and happy to be hands on within the finance department. In return the company are offering a competitive salary and package to be discussed at interview stage. A hybrid working model is also on offer. Due to the expected high volume of applicants, only suitable candidates will be contacted.
Financial Controller (Part-Time) Salary: £45,000 to £60,000 FTE Location: Wolverhampton Hours: Part-Time Tues / Weds / Thurs - 24 hours per week Our client is a growing business operating within the technology sector, seeking an experienced and commercially minded Financial Controller to take ownership of the finance function. This is a standalone role requiring a hands-on individual who is comfortable managing both strategic financial reporting and day-to-day financial operations. You will be liaising with customers across the Globe. The successful candidate will act as the company's senior finance professional, providing financial leadership, robust controls, commercial insight, and ensuring compliance with all statutory and regulatory requirements. Key Responsibilities Prepare monthly management accounts, including profit and loss, balance sheet, and cash flow reporting. Produce timely and accurate financial information for the Directors. Analyse financial performance and provide meaningful commentary and recommendations. Develop and maintain financial forecasts, budgets, and business plans. Maintain and improve financial controls, policies, and procedures. Ensure accurate maintenance of accounting records and ledgers. Manage month-end and year-end close processes. Reconcile all key balance sheet accounts. Oversee company cash flow and working capital management. Manage accounts payable and supplier payments. Oversee accounts receivable, provide credit control, and debtor management. Process payroll (currently outsourced) Statutory Compliance Ensure compliance with all tax and statutory obligations. Prepare and submit VAT returns. Liaise with external accountants, auditors, banks, and professional advisers. Support the preparation of annual statutory accounts. Ensure compliance with Companies House and HMRC requirements. Commercial Support Support pricing, budgeting, and commercial negotiations where required. Maintain and develop accounting systems and reporting processes. Person Specification Fully qualified accountant (ACA, ACCA, CIMA) or Qualified by Experience with significant Financial Controller experience. Previous experience operating in a standalone finance role. Strong management accounting and financial reporting expertise. Understanding of VAT, payroll, and UK statutory requirements. Strong Excel and financial systems skills, ideally QuickBooks experience Highly organised with excellent attention to detail. Able to work independently and manage competing priorities. Commercially aware with strong analytical skills. Self-motivated and proactive. Hands-on approach with a willingness to work across all areas of finance and additional office administration support. Strong integrity and discretion. A DBS check will be essential Excellent communication skills with the ability to engage effectively with non-financial stakeholders. What We Offer Part-time working, office based Tuesday / Wednesday and Thursday. Ideally 8.00am to 4.30pm but a later start is possible. Opportunity to shape and develop the finance function. Competitive salary commensurate with experience. Supportive and entrepreneurial working environment.
Jun 24, 2026
Full time
Financial Controller (Part-Time) Salary: £45,000 to £60,000 FTE Location: Wolverhampton Hours: Part-Time Tues / Weds / Thurs - 24 hours per week Our client is a growing business operating within the technology sector, seeking an experienced and commercially minded Financial Controller to take ownership of the finance function. This is a standalone role requiring a hands-on individual who is comfortable managing both strategic financial reporting and day-to-day financial operations. You will be liaising with customers across the Globe. The successful candidate will act as the company's senior finance professional, providing financial leadership, robust controls, commercial insight, and ensuring compliance with all statutory and regulatory requirements. Key Responsibilities Prepare monthly management accounts, including profit and loss, balance sheet, and cash flow reporting. Produce timely and accurate financial information for the Directors. Analyse financial performance and provide meaningful commentary and recommendations. Develop and maintain financial forecasts, budgets, and business plans. Maintain and improve financial controls, policies, and procedures. Ensure accurate maintenance of accounting records and ledgers. Manage month-end and year-end close processes. Reconcile all key balance sheet accounts. Oversee company cash flow and working capital management. Manage accounts payable and supplier payments. Oversee accounts receivable, provide credit control, and debtor management. Process payroll (currently outsourced) Statutory Compliance Ensure compliance with all tax and statutory obligations. Prepare and submit VAT returns. Liaise with external accountants, auditors, banks, and professional advisers. Support the preparation of annual statutory accounts. Ensure compliance with Companies House and HMRC requirements. Commercial Support Support pricing, budgeting, and commercial negotiations where required. Maintain and develop accounting systems and reporting processes. Person Specification Fully qualified accountant (ACA, ACCA, CIMA) or Qualified by Experience with significant Financial Controller experience. Previous experience operating in a standalone finance role. Strong management accounting and financial reporting expertise. Understanding of VAT, payroll, and UK statutory requirements. Strong Excel and financial systems skills, ideally QuickBooks experience Highly organised with excellent attention to detail. Able to work independently and manage competing priorities. Commercially aware with strong analytical skills. Self-motivated and proactive. Hands-on approach with a willingness to work across all areas of finance and additional office administration support. Strong integrity and discretion. A DBS check will be essential Excellent communication skills with the ability to engage effectively with non-financial stakeholders. What We Offer Part-time working, office based Tuesday / Wednesday and Thursday. Ideally 8.00am to 4.30pm but a later start is possible. Opportunity to shape and develop the finance function. Competitive salary commensurate with experience. Supportive and entrepreneurial working environment.
Role - Business Development Manager Drive Growth. Build Relationships. Create Opportunity. Fresh People are delighted to be partnering with a highly respected independent accountancy and advisory practice with an established reputation across Audit, Tax, Corporate Finance, Wealth Management and Business Advisory services. Following continued growth and investment, we are seeking an ambitious and commercially driven Business Development Manager to work alongside the firm's senior leadership team, helping to identify new opportunities, strengthen strategic relationships and support the next phase of growth. This is an outstanding opportunity for an experienced Business Development professional who enjoys building relationships, opening doors, creating opportunities and becoming a trusted adviser within the business community. Why Join? • Join a highly respected and growing professional services firm • Work closely with Partners, Directors and senior leadership teams • Play a key role in driving strategic growth initiatives • Build relationships across Kent, London and the South East business community • Opportunity to influence future growth plans and commercial strategy • Clear progression opportunities within a growing organisation The Role As Business Development Manager, you will be responsible for developing new business opportunities whilst strengthening relationships with existing clients, professional introducers and strategic partners. Key responsibilities will include: • Identifying and developing new business opportunities across multiple service lines • Building and managing a strong pipeline of prospective clients • Developing relationships with business owners, SMEs and corporate organisations • Establishing and maintaining relationships with professional introducers including solicitors, banks, IFAs and consultants • Supporting Partners with networking, client development and relationship-building activities • Identifying cross-selling and upselling opportunities across existing client portfolios • Attending networking events, industry functions and client meetings • Supporting proposal creation, presentations and business pitches • Monitoring pipeline activity and reporting on business development performance • Working collaboratively with marketing and leadership teams to maximise growth opportunities About You We are interested in speaking with candidates who can demonstrate: • Proven success within a Business Development, Client Relationship or Commercial Growth role • Experience within professional services, accountancy, legal, financial services, consultancy or a relationship-led B2B environment • Strong networking and relationship-building capabilities • Confidence engaging with business owners, directors and senior stakeholders • A track record of generating opportunities and converting relationships into revenue • Excellent communication, presentation and influencing skills • A proactive, self-motivated and entrepreneurial approach If you enjoy developing relationships, creating opportunities and helping businesses grow, we would be delighted to hear from you. Apply today with your CV for a confidential discussion.
Jun 24, 2026
Full time
Role - Business Development Manager Drive Growth. Build Relationships. Create Opportunity. Fresh People are delighted to be partnering with a highly respected independent accountancy and advisory practice with an established reputation across Audit, Tax, Corporate Finance, Wealth Management and Business Advisory services. Following continued growth and investment, we are seeking an ambitious and commercially driven Business Development Manager to work alongside the firm's senior leadership team, helping to identify new opportunities, strengthen strategic relationships and support the next phase of growth. This is an outstanding opportunity for an experienced Business Development professional who enjoys building relationships, opening doors, creating opportunities and becoming a trusted adviser within the business community. Why Join? • Join a highly respected and growing professional services firm • Work closely with Partners, Directors and senior leadership teams • Play a key role in driving strategic growth initiatives • Build relationships across Kent, London and the South East business community • Opportunity to influence future growth plans and commercial strategy • Clear progression opportunities within a growing organisation The Role As Business Development Manager, you will be responsible for developing new business opportunities whilst strengthening relationships with existing clients, professional introducers and strategic partners. Key responsibilities will include: • Identifying and developing new business opportunities across multiple service lines • Building and managing a strong pipeline of prospective clients • Developing relationships with business owners, SMEs and corporate organisations • Establishing and maintaining relationships with professional introducers including solicitors, banks, IFAs and consultants • Supporting Partners with networking, client development and relationship-building activities • Identifying cross-selling and upselling opportunities across existing client portfolios • Attending networking events, industry functions and client meetings • Supporting proposal creation, presentations and business pitches • Monitoring pipeline activity and reporting on business development performance • Working collaboratively with marketing and leadership teams to maximise growth opportunities About You We are interested in speaking with candidates who can demonstrate: • Proven success within a Business Development, Client Relationship or Commercial Growth role • Experience within professional services, accountancy, legal, financial services, consultancy or a relationship-led B2B environment • Strong networking and relationship-building capabilities • Confidence engaging with business owners, directors and senior stakeholders • A track record of generating opportunities and converting relationships into revenue • Excellent communication, presentation and influencing skills • A proactive, self-motivated and entrepreneurial approach If you enjoy developing relationships, creating opportunities and helping businesses grow, we would be delighted to hear from you. Apply today with your CV for a confidential discussion.
Service Care Legal
Newcastle Upon Tyne, Tyne And Wear
Role: Tax Director - Newcastle Salary: 100,000 - 120,000 We are recruiting on behalf of a forward-thinking firm that partners with some of the most dynamic and entrepreneurial businesses in the Newcastle region. This isn't just a compliance role; the successful candidate will be a key driver of tax advisory services, using cutting-edge technology to shape strategy and deliver high-impact solutions for a diverse portfolio of clients. This is a senior-level position with responsibility for a portfolio of high-net-worth clients, advising on complex personal and business tax issues, and leading a high-performing tax team. The Ideal Candidate Will Have: CTA or ACA/ACCA/CA with extensive experience in a leadership role. Deep knowledge of specialist tax areas, including trusts, IHT, and corporation tax. Exceptional strategic thinking and problem-solving skills. A track record of leading, mentoring, and developing a team. If you are a visionary tax leader ready for a role with significant influence, apply now to learn more about this exclusive opportunity. Email: (url removed) Phone: (phone number removed)
Oct 01, 2025
Full time
Role: Tax Director - Newcastle Salary: 100,000 - 120,000 We are recruiting on behalf of a forward-thinking firm that partners with some of the most dynamic and entrepreneurial businesses in the Newcastle region. This isn't just a compliance role; the successful candidate will be a key driver of tax advisory services, using cutting-edge technology to shape strategy and deliver high-impact solutions for a diverse portfolio of clients. This is a senior-level position with responsibility for a portfolio of high-net-worth clients, advising on complex personal and business tax issues, and leading a high-performing tax team. The Ideal Candidate Will Have: CTA or ACA/ACCA/CA with extensive experience in a leadership role. Deep knowledge of specialist tax areas, including trusts, IHT, and corporation tax. Exceptional strategic thinking and problem-solving skills. A track record of leading, mentoring, and developing a team. If you are a visionary tax leader ready for a role with significant influence, apply now to learn more about this exclusive opportunity. Email: (url removed) Phone: (phone number removed)
BRAND NEW ROLE: Junior Paraplanner Vacancy Boutique Wealth Management Firm £35k - £40k basic salary discretionary bonuses Reigate/ Redhill (Surrey) - hybrid working after onboarding Full study support package towards level 4 diploma and chartered status My client is a boutique independent financial advice business based near Reigate who I have placed staff with in the past. They have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts and some Protections to clients across the UK, but mainly London and Southeast based. The business has approximately 10 staff who work with retirees, City professionals, families, SME owners with varying levels of assets ranging from £400k - multiple millions. Many staff began as administrators and have progressed onwards to become paraplanners and also advisers, so there is demonstrable track record of career progression The business has very ambitious plans to expand and grow so if you're looking to join an entrepreneurial and forward-thinking business then this will be the right career move for you. The Managing Director is seeking a Junior Paraplanner who is studying towards their level 4 diploma. 18 months of paraplanning experience is required and the role will involve end to end report writing, compiling advice with the advisers, cashflow modelling work and assisting with annual reviews. You will have support from a dedicated Team Leader and experienced administrators. A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer up to £40k basic salary depending on your experience levels. The Director would like someone to be office based to begin with but then you can WFH 2 days per week once you are established in the business. A full study support package will be available too towards your Chartered status. Knowledge of Fusion, Abrdn, AJ Bell platforms or Cashcal and FE Analytics will be helpful. For more details please contact Peter Fozard at Financial Divisions.
Sep 26, 2025
Full time
BRAND NEW ROLE: Junior Paraplanner Vacancy Boutique Wealth Management Firm £35k - £40k basic salary discretionary bonuses Reigate/ Redhill (Surrey) - hybrid working after onboarding Full study support package towards level 4 diploma and chartered status My client is a boutique independent financial advice business based near Reigate who I have placed staff with in the past. They have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts and some Protections to clients across the UK, but mainly London and Southeast based. The business has approximately 10 staff who work with retirees, City professionals, families, SME owners with varying levels of assets ranging from £400k - multiple millions. Many staff began as administrators and have progressed onwards to become paraplanners and also advisers, so there is demonstrable track record of career progression The business has very ambitious plans to expand and grow so if you're looking to join an entrepreneurial and forward-thinking business then this will be the right career move for you. The Managing Director is seeking a Junior Paraplanner who is studying towards their level 4 diploma. 18 months of paraplanning experience is required and the role will involve end to end report writing, compiling advice with the advisers, cashflow modelling work and assisting with annual reviews. You will have support from a dedicated Team Leader and experienced administrators. A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer up to £40k basic salary depending on your experience levels. The Director would like someone to be office based to begin with but then you can WFH 2 days per week once you are established in the business. A full study support package will be available too towards your Chartered status. Knowledge of Fusion, Abrdn, AJ Bell platforms or Cashcal and FE Analytics will be helpful. For more details please contact Peter Fozard at Financial Divisions.
