Senior Administrator - Location: Sherborne Would suit someone from Financial services or a compliance industry based company 50% project work- Data drive, AI researching, etc and 50% supporting in the payroll, admin, compliance and insurance departments Our client is a private Family Office supporting an entrepreneurial, high-net-worth family and their wider financial interests. They provide finance, tax and compliance support and are investing in new technologies, systems and processes to improve efficiency and controls. This role will be key in supporting our client's finance and compliance functions during a period of generational change. Reporting to the Office Manager, you'll split your time between project work (supporting system and process improvements) and hands-on administration. There is genuine scope to expand the role over time as new tools and workflows are implemented. Role details This is a full-time (38.75 hours per week) permanent role Monday to Friday, 08:30 to 17:15 with a one-hour unpaid lunch break Salary: 35,000- 40,000 per annum Office-based; occasional working from home may be available post-probation (subject to workload) Start date: ASAP Duties : Projects Support the Investment Accountant from research through to implementation Assist delivery and future administration of key efficiency projects: Global wealth reporting Investment and loan database Electronic invoice and credit card approval process Finance administration Support audit-driven administration as required Prepare and file senior management approval documentation Create and maintain investment, loan, property and mortgage files (electronic/paper) Collect, distribute and file investment statements; update records promptly Complete routine tasks in the accounting system (e.g., exchange rates, ledger reconciliations) Provide payment-processing cover for the finance team when needed Company secretarial / compliance support Maintain and circulate a weekly work-in-progress tracker Prepare and file statutory information within deadlines (e.g., Companies House and other bodies) Maintain the company secretarial database, statutory books and records Maintain registers (including past/present directorships) and monitor GDPR/ICO registers Prepare non-payroll ONS survey information for submission Administer domain registrations/renewals Office administration Provide cover for the Office Administrator as required Maintain key operational documents (bank mandates, cards in issue) Monitor credit/debit card expiry dates and diarise renewals Assist with monthly petty cash counts, filing and archiving Candidate profile At least 5 years' quality administrative experience (finance/corporate preferred) Highly organised; able to prioritise with high volumes of information Strong integrity and discretion with confidential information Excellent written and verbal communication; strong attention to detail Confident, tactful and able to work with a wide range of stakeholders Strong IT skills (MS Office essential); accounting software and AI tools advantageous Flexible, proactive and motivated by change and process improvement Team player who can also work independently Benefits / what they offer 10% employer pension contribution (salary sacrifice option available) 25 days holiday plus bank holidays Individual BUPA cover Life insurance (4x gross salary) Cycle to Work and electric car benefit schemes Car parking Annual salary and bonus review
Jul 01, 2026
Full time
Senior Administrator - Location: Sherborne Would suit someone from Financial services or a compliance industry based company 50% project work- Data drive, AI researching, etc and 50% supporting in the payroll, admin, compliance and insurance departments Our client is a private Family Office supporting an entrepreneurial, high-net-worth family and their wider financial interests. They provide finance, tax and compliance support and are investing in new technologies, systems and processes to improve efficiency and controls. This role will be key in supporting our client's finance and compliance functions during a period of generational change. Reporting to the Office Manager, you'll split your time between project work (supporting system and process improvements) and hands-on administration. There is genuine scope to expand the role over time as new tools and workflows are implemented. Role details This is a full-time (38.75 hours per week) permanent role Monday to Friday, 08:30 to 17:15 with a one-hour unpaid lunch break Salary: 35,000- 40,000 per annum Office-based; occasional working from home may be available post-probation (subject to workload) Start date: ASAP Duties : Projects Support the Investment Accountant from research through to implementation Assist delivery and future administration of key efficiency projects: Global wealth reporting Investment and loan database Electronic invoice and credit card approval process Finance administration Support audit-driven administration as required Prepare and file senior management approval documentation Create and maintain investment, loan, property and mortgage files (electronic/paper) Collect, distribute and file investment statements; update records promptly Complete routine tasks in the accounting system (e.g., exchange rates, ledger reconciliations) Provide payment-processing cover for the finance team when needed Company secretarial / compliance support Maintain and circulate a weekly work-in-progress tracker Prepare and file statutory information within deadlines (e.g., Companies House and other bodies) Maintain the company secretarial database, statutory books and records Maintain registers (including past/present directorships) and monitor GDPR/ICO registers Prepare non-payroll ONS survey information for submission Administer domain registrations/renewals Office administration Provide cover for the Office Administrator as required Maintain key operational documents (bank mandates, cards in issue) Monitor credit/debit card expiry dates and diarise renewals Assist with monthly petty cash counts, filing and archiving Candidate profile At least 5 years' quality administrative experience (finance/corporate preferred) Highly organised; able to prioritise with high volumes of information Strong integrity and discretion with confidential information Excellent written and verbal communication; strong attention to detail Confident, tactful and able to work with a wide range of stakeholders Strong IT skills (MS Office essential); accounting software and AI tools advantageous Flexible, proactive and motivated by change and process improvement Team player who can also work independently Benefits / what they offer 10% employer pension contribution (salary sacrifice option available) 25 days holiday plus bank holidays Individual BUPA cover Life insurance (4x gross salary) Cycle to Work and electric car benefit schemes Car parking Annual salary and bonus review
Paraplanner - Nottingham I am pleased to offer an excellent opportunity for a Paraplanner to join my client's Nottingham office on a permanent basis. This position is ideal for someone who is motivated, detail-driven, and eager to make a meaningful impact within a collaborative and supportive environment. As a key member of a high-performing wealth team, you will provide essential technical and analytical support to Wealth Managers, enabling the delivery of high-quality financial strategies for clients. This role is primarily office-based, with the option to work remotely up to one day per week depending on business requirements. What will you do? Provide comprehensive support to Wealth Managers and Financial Planners. Produce tailored financial plans that translate client aspirations into clear, actionable strategies. Manage the processing of new and existing business to ensure accuracy and efficiency. Support administrative workflows and monitor progress to maintain high standards and meet deadlines. Build knowledge of core financial planning solutions through exposure to a wide range of client scenarios. Analyse client needs and objectives to help advisors present suitable recommendations. Prepare robust financial plans and analytical reports under the guidance of senior colleagues. Support colleagues with client interactions while developing your understanding of advice processes. What do you need to succeed? Must-have Level 4 Financial Planning Diploma (or equivalent) and proven experience as a Paraplanner, including exposure to complex advice areas such as estate planning, trusts, pensions, and offshore products. Strong technical ability, including confidence with financial planning tools and interpreting investments, tax strategies, and pensions. A collaborative mindset with the ability to thrive in a dynamic, progressive environment. Benefits Package - Up to £50k We offer a comprehensive package of core and flexible benefits designed to support wellbeing, financial security, and work-life balance, including: Core Benefits 27 days' holiday plus bank holidays, with the option to buy up to 5 extra days per year after 1 year's service. Group Income Protection covering 70% of salary in the event of long-term illness or injury. Health Assessments after 6 months' service, plus fertility, pregnancy, parenthood, and menopause support via Peppy. Employee Assistance Programme (EAP) providing emotional, practical and legal support for you and your immediate family. Access to a discounted shopping scheme featuring offers from over 3,000 retailers. Emergency dependant care, including up to 10 funded sessions per year. Eye care allowance, annual flu vaccination, and Group Life Insurance offering 8 base salary cover. Group Personal Pension Plan (GPPP): 8% employer core contribution Up to 4% matched contributions Salary sacrifice benefits included Optional Flexible Benefits Private medical insurance Dental cover Critical illness cover Personal accident insurance Gym discounts Cycle to Work scheme Savings Plan Share Incentive Plan Season Ticket Loan Green Car Scheme (electric/hybrid vehicle leasing) If you feel your skills set aligns with the above, please do not hesitate to apply below.
Jul 01, 2026
Full time
Paraplanner - Nottingham I am pleased to offer an excellent opportunity for a Paraplanner to join my client's Nottingham office on a permanent basis. This position is ideal for someone who is motivated, detail-driven, and eager to make a meaningful impact within a collaborative and supportive environment. As a key member of a high-performing wealth team, you will provide essential technical and analytical support to Wealth Managers, enabling the delivery of high-quality financial strategies for clients. This role is primarily office-based, with the option to work remotely up to one day per week depending on business requirements. What will you do? Provide comprehensive support to Wealth Managers and Financial Planners. Produce tailored financial plans that translate client aspirations into clear, actionable strategies. Manage the processing of new and existing business to ensure accuracy and efficiency. Support administrative workflows and monitor progress to maintain high standards and meet deadlines. Build knowledge of core financial planning solutions through exposure to a wide range of client scenarios. Analyse client needs and objectives to help advisors present suitable recommendations. Prepare robust financial plans and analytical reports under the guidance of senior colleagues. Support colleagues with client interactions while developing your understanding of advice processes. What do you need to succeed? Must-have Level 4 Financial Planning Diploma (or equivalent) and proven experience as a Paraplanner, including exposure to complex advice areas such as estate planning, trusts, pensions, and offshore products. Strong technical ability, including confidence with financial planning tools and interpreting investments, tax strategies, and pensions. A collaborative mindset with the ability to thrive in a dynamic, progressive environment. Benefits Package - Up to £50k We offer a comprehensive package of core and flexible benefits designed to support wellbeing, financial security, and work-life balance, including: Core Benefits 27 days' holiday plus bank holidays, with the option to buy up to 5 extra days per year after 1 year's service. Group Income Protection covering 70% of salary in the event of long-term illness or injury. Health Assessments after 6 months' service, plus fertility, pregnancy, parenthood, and menopause support via Peppy. Employee Assistance Programme (EAP) providing emotional, practical and legal support for you and your immediate family. Access to a discounted shopping scheme featuring offers from over 3,000 retailers. Emergency dependant care, including up to 10 funded sessions per year. Eye care allowance, annual flu vaccination, and Group Life Insurance offering 8 base salary cover. Group Personal Pension Plan (GPPP): 8% employer core contribution Up to 4% matched contributions Salary sacrifice benefits included Optional Flexible Benefits Private medical insurance Dental cover Critical illness cover Personal accident insurance Gym discounts Cycle to Work scheme Savings Plan Share Incentive Plan Season Ticket Loan Green Car Scheme (electric/hybrid vehicle leasing) If you feel your skills set aligns with the above, please do not hesitate to apply below.
As an Audit Associate in the Liverpool office, you will work closely with managers, directors, and partners to deliver high-quality audits across a diverse client base, gaining exposure to a broad range of industries and assignments. You'll be supported with professional study, mentoring, and clear progression opportunities as the firm continues its rapid growth. Client Details This independent firm provides a full range of services including audit, tax, advisory, and specialist reporting. They work with an exciting mix of clients, from entrepreneurial owner-managed businesses to professional investors, public authorities, and private individuals. Their people-first culture combines the resources of a growing practice with the close-knit feel of a collaborative team. Description The Audit Associate will play a key role in supporting the planning, execution, and completion of audits, working directly with clients and senior team members. Alongside core audit work, there will also be opportunities to contribute to specialist assignments such as assurance reporting, forensic accounting, and due diligence. Key Responsibilities include: Complete audit work in accordance with planning documentation. Assist Lead Audit Associates / Senior Audit Associates with audit fieldwork. Support, plan and finalise audit engagements, working directly with the client under Manager / Director / Partner supervision. Direct communication with client finance staff to obtain audit evidence. Drafting of reports, letters and other documentation to be provided to clients. Progress and develop your own skills and knowledge in line with your agreed goals and objectives. Ad-hoc assignments, including potential opportunities to be involved in other assurance report assignments (service charge, client money, SRA, grant claims, etc), forensic accounting and financial due diligence reporting. Profile The ideal Audit Associate will have: ACA/ACCA studies underway 12-18 months' experience working in audit within an accountancy practice Strong written and spoken communication skills, especially with clients Good organisational and time management skills, able to work under pressure High attention to detail and an analytical, methodical approach Proactivity, self-motivation, and strong interpersonal skills Be able to commute to Liverpool 2 times per week Job Offer Competitive salary based on experience 25 days' annual leave plus bank holidays Option to purchase up to 5 additional days' leave Full study support package (including Kaplan tuition for ACA/ACCA) Enhanced pension contributions (4% minimum) Life assurance cover Enhanced sick pay and family leave policies Employee Assistance Programme (confidential 24/7 support) Corporate discounts platform A clear pathway for career progression within a rapidly growing audit practice Hybrid working with 2 days a week in office
Jul 01, 2026
Full time
As an Audit Associate in the Liverpool office, you will work closely with managers, directors, and partners to deliver high-quality audits across a diverse client base, gaining exposure to a broad range of industries and assignments. You'll be supported with professional study, mentoring, and clear progression opportunities as the firm continues its rapid growth. Client Details This independent firm provides a full range of services including audit, tax, advisory, and specialist reporting. They work with an exciting mix of clients, from entrepreneurial owner-managed businesses to professional investors, public authorities, and private individuals. Their people-first culture combines the resources of a growing practice with the close-knit feel of a collaborative team. Description The Audit Associate will play a key role in supporting the planning, execution, and completion of audits, working directly with clients and senior team members. Alongside core audit work, there will also be opportunities to contribute to specialist assignments such as assurance reporting, forensic accounting, and due diligence. Key Responsibilities include: Complete audit work in accordance with planning documentation. Assist Lead Audit Associates / Senior Audit Associates with audit fieldwork. Support, plan and finalise audit engagements, working directly with the client under Manager / Director / Partner supervision. Direct communication with client finance staff to obtain audit evidence. Drafting of reports, letters and other documentation to be provided to clients. Progress and develop your own skills and knowledge in line with your agreed goals and objectives. Ad-hoc assignments, including potential opportunities to be involved in other assurance report assignments (service charge, client money, SRA, grant claims, etc), forensic accounting and financial due diligence reporting. Profile The ideal Audit Associate will have: ACA/ACCA studies underway 12-18 months' experience working in audit within an accountancy practice Strong written and spoken communication skills, especially with clients Good organisational and time management skills, able to work under pressure High attention to detail and an analytical, methodical approach Proactivity, self-motivation, and strong interpersonal skills Be able to commute to Liverpool 2 times per week Job Offer Competitive salary based on experience 25 days' annual leave plus bank holidays Option to purchase up to 5 additional days' leave Full study support package (including Kaplan tuition for ACA/ACCA) Enhanced pension contributions (4% minimum) Life assurance cover Enhanced sick pay and family leave policies Employee Assistance Programme (confidential 24/7 support) Corporate discounts platform A clear pathway for career progression within a rapidly growing audit practice Hybrid working with 2 days a week in office
Private Client Tax Manager Somerset (Full-Time / Part-Time Considered) A well-established and growing accountancy practice in Somerset is looking to recruit an experienced Private Client Tax professional to join their expanding team. This is an excellent opportunity to join a collaborative and forward-thinking firm, working closely with experienced accountants and partners, and gaining exposure to a diverse client base ranging from SME business owners to high-net-worth individuals. The Role Managing your own portfolio of private clients, with support from senior leadership Preparing personal tax returns and computations within deadlines Acting as a key point of contact, building strong client relationships Supporting clients across all aspects of their tax affairs, including advisory work Proactively managing workflows and prioritising day-to-day tasks Assisting with ad hoc projects such as tax enquiries, disclosures, and international tax matters Contributing to process improvements and use of technology within the team Working Environment The firm has a strong team-focused culture and values in-office collaboration. While flexible working arrangements are supported (including reduced hours and job shares), this is primarily an office-based role. You will be given autonomy in your work, alongside ongoing support and development opportunities to help you progress your career. Experience Required Minimum 5+ years experience in a similar tax-focused role Strong practical knowledge of personal tax compliance Experience managing client relationships Background within an accountancy practice environment Personal Attributes Self-motivated and proactive Strong communication and interpersonal skills High level of professionalism and confidentiality Excellent attention to detail and organisational skills Positive, personable, and team-oriented approach Salary & Benefits Salary from circa £42,000+ (pro rata), depending on experience 23 days holiday + bank holidays (with increases for service) Holiday carry-over option Private healthcare Employee Assistance Programme Pension with death in service benefit Additional incentive/commission schemes Additional Information Full-time (35 hours) or part-time (minimum 28 hours) considered Office-based role in Somerset Strong progression and development opportunities available Please apply for this role if of interest to you, Or please do give me a call on (phone number removed).
Jul 01, 2026
Full time
Private Client Tax Manager Somerset (Full-Time / Part-Time Considered) A well-established and growing accountancy practice in Somerset is looking to recruit an experienced Private Client Tax professional to join their expanding team. This is an excellent opportunity to join a collaborative and forward-thinking firm, working closely with experienced accountants and partners, and gaining exposure to a diverse client base ranging from SME business owners to high-net-worth individuals. The Role Managing your own portfolio of private clients, with support from senior leadership Preparing personal tax returns and computations within deadlines Acting as a key point of contact, building strong client relationships Supporting clients across all aspects of their tax affairs, including advisory work Proactively managing workflows and prioritising day-to-day tasks Assisting with ad hoc projects such as tax enquiries, disclosures, and international tax matters Contributing to process improvements and use of technology within the team Working Environment The firm has a strong team-focused culture and values in-office collaboration. While flexible working arrangements are supported (including reduced hours and job shares), this is primarily an office-based role. You will be given autonomy in your work, alongside ongoing support and development opportunities to help you progress your career. Experience Required Minimum 5+ years experience in a similar tax-focused role Strong practical knowledge of personal tax compliance Experience managing client relationships Background within an accountancy practice environment Personal Attributes Self-motivated and proactive Strong communication and interpersonal skills High level of professionalism and confidentiality Excellent attention to detail and organisational skills Positive, personable, and team-oriented approach Salary & Benefits Salary from circa £42,000+ (pro rata), depending on experience 23 days holiday + bank holidays (with increases for service) Holiday carry-over option Private healthcare Employee Assistance Programme Pension with death in service benefit Additional incentive/commission schemes Additional Information Full-time (35 hours) or part-time (minimum 28 hours) considered Office-based role in Somerset Strong progression and development opportunities available Please apply for this role if of interest to you, Or please do give me a call on (phone number removed).
Private Wealth Manager Huddersfield £80,000 to £100,000 subject to experience My client is a specialist professional financial services business who are looking to recruit a Private Wealth Manager to join their Private Client team. The role will work closely with all departments linking clients with the right expertise. This is more than just an advisory role, it is about relationship building, strategic coordination and acting as a central point of contact for high and ultra-high net-worth clients. Key responsibilities include: Act as the central point of contact for client relationships across the firm, co- ordinating with tax, estate planning, trusts, corporate, wealth and other specialist teams. Organise and manage diaries, client meetings, calls and events for the Private Wealth team. Serve as the primary liaison for clients, building rapport, managing expectations and maintaining regular contact. Network externally and cultivate new relationships with high net-worth individuals, referrers and intermediaries Monitor client satisfaction and gather feedback to help improve service delivery. The Person: Ideally you will have proven experience in a private wealth, high net worth client relationship management or related client facing financial or legal services role. Exceptional interpersonal and networking skills, comfortable with engaging with clients at all levels including senior individuals and professional advisors. Highly organised with outstanding diary, meeting and event management skill Excellent communication skills, both verbal and written with the ability to explain complex concepts clearly. Proactive client first mindset with a drive to deliver exceptional service. To Apply: Please send your CV directly to Stuart at Reward Recruitment Limited or call him directly for a confidential chat.
Jun 30, 2026
Full time
Private Wealth Manager Huddersfield £80,000 to £100,000 subject to experience My client is a specialist professional financial services business who are looking to recruit a Private Wealth Manager to join their Private Client team. The role will work closely with all departments linking clients with the right expertise. This is more than just an advisory role, it is about relationship building, strategic coordination and acting as a central point of contact for high and ultra-high net-worth clients. Key responsibilities include: Act as the central point of contact for client relationships across the firm, co- ordinating with tax, estate planning, trusts, corporate, wealth and other specialist teams. Organise and manage diaries, client meetings, calls and events for the Private Wealth team. Serve as the primary liaison for clients, building rapport, managing expectations and maintaining regular contact. Network externally and cultivate new relationships with high net-worth individuals, referrers and intermediaries Monitor client satisfaction and gather feedback to help improve service delivery. The Person: Ideally you will have proven experience in a private wealth, high net worth client relationship management or related client facing financial or legal services role. Exceptional interpersonal and networking skills, comfortable with engaging with clients at all levels including senior individuals and professional advisors. Highly organised with outstanding diary, meeting and event management skill Excellent communication skills, both verbal and written with the ability to explain complex concepts clearly. Proactive client first mindset with a drive to deliver exceptional service. To Apply: Please send your CV directly to Stuart at Reward Recruitment Limited or call him directly for a confidential chat.
Client Manager Salary: Up to £65,000 Working Arrangements: Hybrid & Flexible Working Working Hours: Full-Time or Part-Time (24 hours per week) Location: Cambridgeshire Role Description A forward-thinking independent accountancy firm is moving beyond the traditional practice model, leveraging technology and a relationship-led approach to provide meaningful business advice. This is a varied, client-facing role offering responsibility for a portfolio of SMEs, owner-managed businesses, partnerships and private clients. You'll act as a trusted adviser, supporting clients across accounts, tax and business matters whilst enjoying genuine autonomy, strong client ownership and the opportunity to play a key role in the firm's future growth. What's in it for you? Hybrid and flexible working Private healthcare Pension scheme CPD and professional development support Modern technology-driven environment Broad and varied client portfolio Direct access to senior leadership Genuine long-term progression opportunities What you'll do Manage a portfolio of business and private clients Prepare and review year-end accounts, corporation tax returns and self-assessment tax returns using technology to streamline compliance Support clients with VAT, bookkeeping and management reporting Build and maintain strong client relationships Identify tax planning and advisory opportunities Review and support the work of junior team members Work closely with colleagues across accounting, tax and advisory services Manage WIP, billing and portfolio performance Assist with business planning, forecasting and funding projects where required What you'll need ACA, ACCA or equivalent qualification At least 3-5 years' experience within a UK accountancy practice Experience managing a client portfolio independently Experience reviewing and supporting junior team members Strong knowledge of accounts and tax compliance Excellent communication and relationship-building skills Commercial mindset with an interest in advisory work Ready to apply? If you're an experienced practice professional looking for a varied, client-focused role within a modern and growing firm, please apply directly with your CV or contact Harry Watson at AJ Chambers for a confidential discussion.
Jun 30, 2026
Full time
Client Manager Salary: Up to £65,000 Working Arrangements: Hybrid & Flexible Working Working Hours: Full-Time or Part-Time (24 hours per week) Location: Cambridgeshire Role Description A forward-thinking independent accountancy firm is moving beyond the traditional practice model, leveraging technology and a relationship-led approach to provide meaningful business advice. This is a varied, client-facing role offering responsibility for a portfolio of SMEs, owner-managed businesses, partnerships and private clients. You'll act as a trusted adviser, supporting clients across accounts, tax and business matters whilst enjoying genuine autonomy, strong client ownership and the opportunity to play a key role in the firm's future growth. What's in it for you? Hybrid and flexible working Private healthcare Pension scheme CPD and professional development support Modern technology-driven environment Broad and varied client portfolio Direct access to senior leadership Genuine long-term progression opportunities What you'll do Manage a portfolio of business and private clients Prepare and review year-end accounts, corporation tax returns and self-assessment tax returns using technology to streamline compliance Support clients with VAT, bookkeeping and management reporting Build and maintain strong client relationships Identify tax planning and advisory opportunities Review and support the work of junior team members Work closely with colleagues across accounting, tax and advisory services Manage WIP, billing and portfolio performance Assist with business planning, forecasting and funding projects where required What you'll need ACA, ACCA or equivalent qualification At least 3-5 years' experience within a UK accountancy practice Experience managing a client portfolio independently Experience reviewing and supporting junior team members Strong knowledge of accounts and tax compliance Excellent communication and relationship-building skills Commercial mindset with an interest in advisory work Ready to apply? If you're an experienced practice professional looking for a varied, client-focused role within a modern and growing firm, please apply directly with your CV or contact Harry Watson at AJ Chambers for a confidential discussion.
Probate and Estate Tax Senior Ely £34,000 - £36,000 A well-established accountancy practice is seeking a Probate, Estates and Trusts Tax Senior to join its growing Private Client team. This is a varied and hands-on role supporting a range of probate, estate administration and trust taxation work, offering the opportunity to develop deep technical expertise while working closely with clients and senior colleagues in a supportive and collaborative environment. Role Responsibilities Prepare draft IHT400 forms to support probate applications. Manage probate and estate administration caseloads from instruction through to completion. Identify and value estate assets and liabilities as at date of death. Prepare probate papers for grant applications. Draft estate accounts accurately and clearly. Capture estate data using specialist software to produce forms and computations. Support non-probate staff where required. Liaise with executors, trustees, clients and external professionals, including attending meetings. Identify cross-selling and tax planning opportunities (e.g. deeds of variation). Prepare self-assessment tax returns, including CGT computations and property income schedules. Prepare and submit 60-day CGT returns. Complete trust and estate tax reporting, including HMRC correspondence. Register trusts and estates on the HMRC Trust Registration Service (TRS). Prepare IHT100 forms. Monitor trust reporting deadlines, including ten-year anniversaries. Prepare estate tax returns or informal HMRC reports. Act as a point of contact for probate, estate and trust clients. Build and maintain strong client relationships via phone, email and meetings. Draft client bills for review and approval. Provide empathetic and professional client service. Support colleagues across the wider team and firm. Assist Partners, Managers and Associates with ad hoc tasks. Undertake CPD and ongoing professional training. Contribute to internal communications and team development. Carry out general administrative duties as required. Personal Requirements Experience in probate, estate administration or trust taxation. Strong communication and client relationship skills. Excellent organisational skills and attention to detail. Proficient in Microsoft Office Suite. Proactive, reliable and committed to professional development. Genuine interest in developing a career in private client tax and estate work. Benefits Study support. Flexible and hybrid working arrangements. 25 days annual leave plus Bank Holidays (20 days if studying, with incremental increases linked to service). Enhanced maternity and paternity pay. Income protection for long-term sickness or incapacity. Life assurance. Paid study leave. Paid professional subscriptions. Health Shield cash back plan (e.g. dental, optical, physiotherapy). Flu vaccinations. Enhanced sick pay. Tax-efficient pension (salary sacrifice). Wellbeing programme including counselling and mental health support. CPD, training and development opportunities. Team social events and activities across offices. If you are interested in developing your career within probate, estates and trusts tax and would like to explore this opportunity further, apply now. Butler Rose is committed to equality in the workplace and is an equal opportunity employer.Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.
Jun 30, 2026
Full time
Probate and Estate Tax Senior Ely £34,000 - £36,000 A well-established accountancy practice is seeking a Probate, Estates and Trusts Tax Senior to join its growing Private Client team. This is a varied and hands-on role supporting a range of probate, estate administration and trust taxation work, offering the opportunity to develop deep technical expertise while working closely with clients and senior colleagues in a supportive and collaborative environment. Role Responsibilities Prepare draft IHT400 forms to support probate applications. Manage probate and estate administration caseloads from instruction through to completion. Identify and value estate assets and liabilities as at date of death. Prepare probate papers for grant applications. Draft estate accounts accurately and clearly. Capture estate data using specialist software to produce forms and computations. Support non-probate staff where required. Liaise with executors, trustees, clients and external professionals, including attending meetings. Identify cross-selling and tax planning opportunities (e.g. deeds of variation). Prepare self-assessment tax returns, including CGT computations and property income schedules. Prepare and submit 60-day CGT returns. Complete trust and estate tax reporting, including HMRC correspondence. Register trusts and estates on the HMRC Trust Registration Service (TRS). Prepare IHT100 forms. Monitor trust reporting deadlines, including ten-year anniversaries. Prepare estate tax returns or informal HMRC reports. Act as a point of contact for probate, estate and trust clients. Build and maintain strong client relationships via phone, email and meetings. Draft client bills for review and approval. Provide empathetic and professional client service. Support colleagues across the wider team and firm. Assist Partners, Managers and Associates with ad hoc tasks. Undertake CPD and ongoing professional training. Contribute to internal communications and team development. Carry out general administrative duties as required. Personal Requirements Experience in probate, estate administration or trust taxation. Strong communication and client relationship skills. Excellent organisational skills and attention to detail. Proficient in Microsoft Office Suite. Proactive, reliable and committed to professional development. Genuine interest in developing a career in private client tax and estate work. Benefits Study support. Flexible and hybrid working arrangements. 25 days annual leave plus Bank Holidays (20 days if studying, with incremental increases linked to service). Enhanced maternity and paternity pay. Income protection for long-term sickness or incapacity. Life assurance. Paid study leave. Paid professional subscriptions. Health Shield cash back plan (e.g. dental, optical, physiotherapy). Flu vaccinations. Enhanced sick pay. Tax-efficient pension (salary sacrifice). Wellbeing programme including counselling and mental health support. CPD, training and development opportunities. Team social events and activities across offices. If you are interested in developing your career within probate, estates and trusts tax and would like to explore this opportunity further, apply now. Butler Rose is committed to equality in the workplace and is an equal opportunity employer.Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.
Private Client Senior Manager West London / Hybrid £80,000 - £90,000 plus Excellent benefits Advise HNW business owners, serial entrepreneurs, and wealthy families, whilst progressing your career towards Director and Partner grades. This well-established and highly respected London accountancy firm is experiencing significant growth and continues to attract high quality private clients with interesting and challenging tax affairs. The Private Client team also handles complex income and capital taxes planning work for entrepreneurial HNWIs, including UK residential and non-domiciles. The demand for their expertise continues to grow and they are now keen to appoint a Senior Tax Manager. You'll join an excellent team and develop technically as you gain more exposure to high quality personal tax work. The role is largely ad hoc advisory-focused, but also involves reviewing complex compliance and overseeing a team of personal tax juniors. Working closely with the partners, you'll also have the opportunity to get involved with networking and business development. You'll need to be CTA qualified, with extensive experience of advising HNWIs on income tax, CGT and IHT issues. Knowledge of trusts and/or partnerships would also be helpful. This is a fantastic opportunity to develop your career to the next level with a reputable, independent firm. To apply contact John at As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Jun 30, 2026
Full time
Private Client Senior Manager West London / Hybrid £80,000 - £90,000 plus Excellent benefits Advise HNW business owners, serial entrepreneurs, and wealthy families, whilst progressing your career towards Director and Partner grades. This well-established and highly respected London accountancy firm is experiencing significant growth and continues to attract high quality private clients with interesting and challenging tax affairs. The Private Client team also handles complex income and capital taxes planning work for entrepreneurial HNWIs, including UK residential and non-domiciles. The demand for their expertise continues to grow and they are now keen to appoint a Senior Tax Manager. You'll join an excellent team and develop technically as you gain more exposure to high quality personal tax work. The role is largely ad hoc advisory-focused, but also involves reviewing complex compliance and overseeing a team of personal tax juniors. Working closely with the partners, you'll also have the opportunity to get involved with networking and business development. You'll need to be CTA qualified, with extensive experience of advising HNWIs on income tax, CGT and IHT issues. Knowledge of trusts and/or partnerships would also be helpful. This is a fantastic opportunity to develop your career to the next level with a reputable, independent firm. To apply contact John at As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Senior Tax Advisor £60,000 - £70,000 OTE £80,000 - £90,000 Fully Remote Our client is a high-growth tax and strategic advisory firm working with entrepreneurs, privately owned businesses, high-net-worth individuals and ambitious companies across the UK and overseas. The firm has grown significantly over recent years, combining high-level technical tax advice with a modern, commercially led approach to client service. As the business continues to scale, this is a key senior appointment for someone who wants more influence, more autonomy and a genuine role in shaping the future of an advisory-led tax function. This is not a traditional corporate-led accountancy firm. You will be joining an ambitious, founder-led advisory business with a high-calibre client base, a strong market profile and a clear plan for continued growth. The Role You will work closely with the senior leadership team, taking responsibility for complex tax advisory work while helping to lead and develop the wider tax department. The client base includes founder-led businesses, scaling companies, entrepreneurs and private clients with significant wealth. These are clients who need proactive, commercially intelligent advice rather than standard compliance-led support. Many are growing quickly, restructuring, expanding internationally, planning transactions or dealing with increasingly complex tax considerations. You will be involved in leading advisory projects, managing senior client relationships and providing clear, technically robust advice across both corporate and private client tax matters. Typical responsibilities will include: • Leading complex tax advisory engagements for entrepreneurs, owner-managed businesses and high-net-worth individuals • Advising on corporate tax, private client tax and wider strategic tax planning • Supporting clients through growth, restructuring, succession, investment, transactions and international expansion • Acting as a trusted adviser to entrepreneurs and privately owned businesses • Reviewing technical work and helping to develop the wider tax team • Working with senior leadership to shape the advisory function as the firm continues to scale • Identifying opportunities to improve service delivery, technical standards and client outcomes Why This Opportunity Stands Out This is a chance to access the quality of work, resources and client complexity often associated with larger firms, but within a more agile, entrepreneurial and genuinely influential environment. You will not be one of many senior people in a large corporate structure. You will be a central figure in the firm's next phase of growth, with visibility across the business and the opportunity to help build something of long-term value. The firm has achieved significant year-on-year growth and continues to attract increasingly complex advisory work. There is a clear strategy for the future, continued investment in technology and infrastructure, and a strong appetite to keep raising standards across the business. For the right person, there is also the potential for extensive bonus incentives and longer-term equity participation. Your Profile This is a senior appointment, so it is essential that you are already proven within tax advisory. Ideally, you will have: • CTA, ACA, ACCA, CA qualification • Proven background in corporate and/or private client tax advisory • An ability to lead advisory conversations • The ability to advise entrepreneurs, owner-managed businesses and high-net-worth individuals • Experience reviewing complex tax matters and applying legislation in commercial scenarios • International tax exposure would be advantageous • The confidence to work closely with senior stakeholders and help drive a department forward This role would suit an experienced Tax Senior or Tax Manager who wants to move into a more entrepreneurial, advisory-led environment with genuine influence and long-term upside. For more details or a confidential discussion, please get in touch.
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.
The Eventus Recruitment Group
St. Helens, Merseyside
A well-established independent financial planning firm in St Helens has created a brand new Executive Assistant job, working directly alongside its founder and CEO. This is a genuine opportunity to operate at the top of a respected firm, up to £42,000 plus a 5% employer pension, profit-share bonus, private medical and 26 days' holiday rising to 30 with service. About the firm: The hiring firm is an independently owned, whole-of-market financial planning practice in St Helens, advising clients across wealth, pensions, inheritance tax, mortgages and protection. Built predominantly through client referral rather than advertising, it has grown consistently over two decades. It is consistently recognised for the quality of its client service and is founder-led in a way that keeps it human, collaborative and focused on the long term. This Executive Assistant job sits at the centre of that, closer to the founder than a standard EA position. The job: This Executive Assistant job was created to remove a bottleneck. After the CEO meets clients, the resulting actions have to reach the wider team to be processed, and that currently runs back through her. As Executive Assistant, you'll own that handoff. Briefing team managers on client meeting outcomes on the CEO's behalf Attending coaching sessions and networking events; managing all follow-up actions Drafting ad hoc correspondence and written communications for the CEO Supporting diary coordination alongside a fast-moving CEO schedule Representing the CEO credibly at external events, with travel expenses covered Working confidently across a modern tech stack, including AI tools What you'll need: EA experience within an FCA-regulated environment, financial planning or advisory preferred; provider and wider financial services considered Conceptual knowledge of pensions, investments and inheritance tax Confident with modern systems and AI tools in a professional context Strong written communication, with the ability to draft on behalf of a senior principal Organised and reliable, with the confidence to represent the CEO externally The package: Salary £37,000-£42,000, with flexibility above for the right person 5% employer pension contribution (salary sacrifice) 26 days' holiday plus bank holidays, rising to 30 days with service Option to buy or sell leave; extra day off for your birthday Profit-share bonus circa 5% of salary Private medical insurance; 4x life cover; enhanced sick pay; free parking Next steps: Apply now if your skills and experience align with this Executive Assistant job. Alternatively, for a confidential conversation about this or other opportunities, contact Duncan McIlroy at Eventus Recruitment Group. If this particular job isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market. The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the years' experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.
Jun 30, 2026
Full time
A well-established independent financial planning firm in St Helens has created a brand new Executive Assistant job, working directly alongside its founder and CEO. This is a genuine opportunity to operate at the top of a respected firm, up to £42,000 plus a 5% employer pension, profit-share bonus, private medical and 26 days' holiday rising to 30 with service. About the firm: The hiring firm is an independently owned, whole-of-market financial planning practice in St Helens, advising clients across wealth, pensions, inheritance tax, mortgages and protection. Built predominantly through client referral rather than advertising, it has grown consistently over two decades. It is consistently recognised for the quality of its client service and is founder-led in a way that keeps it human, collaborative and focused on the long term. This Executive Assistant job sits at the centre of that, closer to the founder than a standard EA position. The job: This Executive Assistant job was created to remove a bottleneck. After the CEO meets clients, the resulting actions have to reach the wider team to be processed, and that currently runs back through her. As Executive Assistant, you'll own that handoff. Briefing team managers on client meeting outcomes on the CEO's behalf Attending coaching sessions and networking events; managing all follow-up actions Drafting ad hoc correspondence and written communications for the CEO Supporting diary coordination alongside a fast-moving CEO schedule Representing the CEO credibly at external events, with travel expenses covered Working confidently across a modern tech stack, including AI tools What you'll need: EA experience within an FCA-regulated environment, financial planning or advisory preferred; provider and wider financial services considered Conceptual knowledge of pensions, investments and inheritance tax Confident with modern systems and AI tools in a professional context Strong written communication, with the ability to draft on behalf of a senior principal Organised and reliable, with the confidence to represent the CEO externally The package: Salary £37,000-£42,000, with flexibility above for the right person 5% employer pension contribution (salary sacrifice) 26 days' holiday plus bank holidays, rising to 30 days with service Option to buy or sell leave; extra day off for your birthday Profit-share bonus circa 5% of salary Private medical insurance; 4x life cover; enhanced sick pay; free parking Next steps: Apply now if your skills and experience align with this Executive Assistant job. Alternatively, for a confidential conversation about this or other opportunities, contact Duncan McIlroy at Eventus Recruitment Group. If this particular job isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market. The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the years' experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.
Audit & Accounts Director / Partner - Liverpool £market rate/negotiable - depending on experience and client-base following Audit & Accounts Director / Partner Description: Vaisto Recruitment is working in Partnership with a mid-tier accountancy practice, in their search for an Audit & Accounts Director / Partner to join their established Liverpool office. You will be responsible for playing a lead role in the continued growth of this successful practice, working alongside the Liverpool Partners and wider Partnership team. The ideal candidate will be a Director, or Associate Director, ready to take a step up. Ideally you will have extensive experience in general practice, working with a mixed portfolio of audit and accounting clients. Benefits: An opportunity to make this newly created role your own, with unrivalled opportunity for progression Flexible and hybrid working Generous holiday entitlements and wider benefits package (including company pension, enhanced maternity/paternity leave, financial planning services, health and wellbeing programmes, private medical insurance) Salary is commensurate to experience and will depend on the value of portfolio you have experience in managing, alongside your network, potential client following and business development capabilities Audit & Accounting Director / Associate Director Key Responsibilities: Lead and oversee audit and accounting engagements, ensuring compliance with regulatory requirements and professional standards. Develop and maintain strong client relationships, acting as a trusted advisor and providing strategic advice on financial and business matters. Drive business development initiatives, identifying opportunities to expand the client base and enhance service offerings. Collaborate with firm leadership to develop and implement strategic plans, goals, and initiatives to drive growth and profitability. Lead, mentor and coach team members, fostering a culture of excellence, collaboration, and professional development. Stay abreast of industry trends, regulatory changes, and best practices, and leverage this knowledge to enhance service delivery and client satisfaction. Audit & Accounts Director / Partner - Essential Skills and Experience: - Proven experience in managing a client portfolio at Senior Manager or Director level within an accounting practice. - Demonstrable success in business development and client acquisition. - Strong leadership capabilities with the ability to mentor and guide a team. - Exceptional communication and interpersonal skills, ensuring effective client relations. - A professional accounting qualification (ACA, ACCA, or equivalent) Vaisto Recruitment offers a generous referral scheme. If you refer a practice candidate to me (who is not already registered) as a thank you will receive a voucher up to the value of £1000.Vouchers are paid on successful completion of the referral's probation period. The above vacancy is only one of many that I am handling. Vaisto Recruitment specialises in permanent and contract practice assignments including: - Audit Partner / Audit Director / Audit Associate Director / Audit Manager / Audit Senior / Audit Associate / Audit Semi Senior - Business Services Partner / Business Services Director / Business Services Manager / Business Services Associate / Accounts Senior / Accounts Associate - Tax Partner / Tax Director / Tax Manager / Tax Senior Manager / Tax Senior / Tax Semi Senior - Accounts Partner / Accounts Director / Accounts Manager / Accounts Senior / Accounts Semi Senior - Corporate Finance Partner / Corporate Finance Director / Corporate Finance Manager / Corporate Finance Executive / Corporate Finance Senior M&A - Payroll Bureau - Practice Managers
Jun 30, 2026
Full time
Audit & Accounts Director / Partner - Liverpool £market rate/negotiable - depending on experience and client-base following Audit & Accounts Director / Partner Description: Vaisto Recruitment is working in Partnership with a mid-tier accountancy practice, in their search for an Audit & Accounts Director / Partner to join their established Liverpool office. You will be responsible for playing a lead role in the continued growth of this successful practice, working alongside the Liverpool Partners and wider Partnership team. The ideal candidate will be a Director, or Associate Director, ready to take a step up. Ideally you will have extensive experience in general practice, working with a mixed portfolio of audit and accounting clients. Benefits: An opportunity to make this newly created role your own, with unrivalled opportunity for progression Flexible and hybrid working Generous holiday entitlements and wider benefits package (including company pension, enhanced maternity/paternity leave, financial planning services, health and wellbeing programmes, private medical insurance) Salary is commensurate to experience and will depend on the value of portfolio you have experience in managing, alongside your network, potential client following and business development capabilities Audit & Accounting Director / Associate Director Key Responsibilities: Lead and oversee audit and accounting engagements, ensuring compliance with regulatory requirements and professional standards. Develop and maintain strong client relationships, acting as a trusted advisor and providing strategic advice on financial and business matters. Drive business development initiatives, identifying opportunities to expand the client base and enhance service offerings. Collaborate with firm leadership to develop and implement strategic plans, goals, and initiatives to drive growth and profitability. Lead, mentor and coach team members, fostering a culture of excellence, collaboration, and professional development. Stay abreast of industry trends, regulatory changes, and best practices, and leverage this knowledge to enhance service delivery and client satisfaction. Audit & Accounts Director / Partner - Essential Skills and Experience: - Proven experience in managing a client portfolio at Senior Manager or Director level within an accounting practice. - Demonstrable success in business development and client acquisition. - Strong leadership capabilities with the ability to mentor and guide a team. - Exceptional communication and interpersonal skills, ensuring effective client relations. - A professional accounting qualification (ACA, ACCA, or equivalent) Vaisto Recruitment offers a generous referral scheme. If you refer a practice candidate to me (who is not already registered) as a thank you will receive a voucher up to the value of £1000.Vouchers are paid on successful completion of the referral's probation period. The above vacancy is only one of many that I am handling. Vaisto Recruitment specialises in permanent and contract practice assignments including: - Audit Partner / Audit Director / Audit Associate Director / Audit Manager / Audit Senior / Audit Associate / Audit Semi Senior - Business Services Partner / Business Services Director / Business Services Manager / Business Services Associate / Accounts Senior / Accounts Associate - Tax Partner / Tax Director / Tax Manager / Tax Senior Manager / Tax Senior / Tax Semi Senior - Accounts Partner / Accounts Director / Accounts Manager / Accounts Senior / Accounts Semi Senior - Corporate Finance Partner / Corporate Finance Director / Corporate Finance Manager / Corporate Finance Executive / Corporate Finance Senior M&A - Payroll Bureau - Practice Managers
Clark Wood - Accountancy Practice & Tax Recruitment
Leamington Spa, Warwickshire
Clark Wood are working with a leading tax department in South Warwickshire who are looking for a Personal Tax Director to a play a pivotal role in growing their tax team This is a fantastic opportunity to take a lead role within the tax advisory team, with responsibility for shaping and developing the function while driving the wider business forward.The successful candidate will inherit a ready-made portfolio, offering immediate client engagement and the opportunity to make a tangible impact from day oneYou'll play a central role in managing a diverse portfolio of private clients, delivering a mix of personal tax compliance and advisory work. You'll take responsibility for maintaining client relationships, supporting strategic tax planning and mentoring junior staff. You'll have the autonomy to lead projects, contribute to business development and shape the future direction of the private client offering within a collaborative and supportive environment.Our client offers an excellent hybrid working model, with only attendance required a couple of times each week, alongside a competitive salary and highly supportive and progressive environment. Applications are welcomed from individuals operating at Senior Manager through to Director level, with a clear and achievable pathway for further career progression.For further information on this role, please contact Jack Wyatt at Clark Wood - / If this specific vacancy is not what you are looking for, please contact us to explore alternatives. You can send your CV to this job or contact us directly. Successfully refer a friend to us and receive a bonus of over £500 in vouchers.
Jun 30, 2026
Full time
Clark Wood are working with a leading tax department in South Warwickshire who are looking for a Personal Tax Director to a play a pivotal role in growing their tax team This is a fantastic opportunity to take a lead role within the tax advisory team, with responsibility for shaping and developing the function while driving the wider business forward.The successful candidate will inherit a ready-made portfolio, offering immediate client engagement and the opportunity to make a tangible impact from day oneYou'll play a central role in managing a diverse portfolio of private clients, delivering a mix of personal tax compliance and advisory work. You'll take responsibility for maintaining client relationships, supporting strategic tax planning and mentoring junior staff. You'll have the autonomy to lead projects, contribute to business development and shape the future direction of the private client offering within a collaborative and supportive environment.Our client offers an excellent hybrid working model, with only attendance required a couple of times each week, alongside a competitive salary and highly supportive and progressive environment. Applications are welcomed from individuals operating at Senior Manager through to Director level, with a clear and achievable pathway for further career progression.For further information on this role, please contact Jack Wyatt at Clark Wood - / If this specific vacancy is not what you are looking for, please contact us to explore alternatives. You can send your CV to this job or contact us directly. Successfully refer a friend to us and receive a bonus of over £500 in vouchers.
Senior M&E Contracts Manager / Project Director London Commercial Fit Out & M&E Projects 125,000+ Package DOE We are currently representing a well-established and highly respected building services and fit out contractor with a long-standing reputation for delivering complex commercial projects across London and the South East. Operating for several decades, our client has built a strong presence within the commercial fit out, M&E, specialist refurbishment, and fast-track delivery sectors. The business continues to grow through repeat business, long-term client relationships, and a reputation for delivering technically challenging projects to a high standard. Due to continued growth and a strong pipeline of secured work, they are now looking to appoint an experienced Senior Contracts Manager / Project Director to oversee multiple projects and support the ongoing expansion of the business. The Role This is a senior leadership position responsible for managing multiple CAT A & CAT B fit out projects, overseeing operational teams, and ensuring successful delivery from pre-construction through to completion. The successful candidate will play a key role in both project delivery and client management, while also supporting future business development and work-winning opportunities. Responsibilities Overseeing the successful delivery of one large or multiple concurrent fit out projects Managing project teams and supporting day-to-day operations across sites Leading client meetings and maintaining strong stakeholder relationships Ensuring projects are delivered safely, on programme, and within budget Managing M&E coordination across fast-track commercial fit out schemes Supporting commercial performance and operational efficiency Assisting with future growth opportunities and business development activity Requirements Proven experience operating as a Senior Contracts Manager, Project Director, or similar senior role Strong fit out background with experience delivering CAT A & CAT B projects Excellent understanding of M&E packages and technical coordination Experience managing multiple projects simultaneously Strong client-facing and leadership skills Commercially aware with a proactive and solutions-driven approach Stable career history within construction, fit out, or building services environments Salary & Benefits 125,000+ package depending on experience 28 days annual leave Private healthcare (family cover available at taxable cost) Company pension scheme 5% employee contribution (plus applicable tax relief) 3% employer contribution Travel expenses covered Life assurance scheme (2x annual salary) Long-term progression opportunities within a growing business Strong pipeline of secured projects Supportive senior leadership team Immediate requirement with interview availability ASAP For a confidential discussion or to apply, please submit your CV today. All applications will be handled in the strictest confidence.
Jun 30, 2026
Full time
Senior M&E Contracts Manager / Project Director London Commercial Fit Out & M&E Projects 125,000+ Package DOE We are currently representing a well-established and highly respected building services and fit out contractor with a long-standing reputation for delivering complex commercial projects across London and the South East. Operating for several decades, our client has built a strong presence within the commercial fit out, M&E, specialist refurbishment, and fast-track delivery sectors. The business continues to grow through repeat business, long-term client relationships, and a reputation for delivering technically challenging projects to a high standard. Due to continued growth and a strong pipeline of secured work, they are now looking to appoint an experienced Senior Contracts Manager / Project Director to oversee multiple projects and support the ongoing expansion of the business. The Role This is a senior leadership position responsible for managing multiple CAT A & CAT B fit out projects, overseeing operational teams, and ensuring successful delivery from pre-construction through to completion. The successful candidate will play a key role in both project delivery and client management, while also supporting future business development and work-winning opportunities. Responsibilities Overseeing the successful delivery of one large or multiple concurrent fit out projects Managing project teams and supporting day-to-day operations across sites Leading client meetings and maintaining strong stakeholder relationships Ensuring projects are delivered safely, on programme, and within budget Managing M&E coordination across fast-track commercial fit out schemes Supporting commercial performance and operational efficiency Assisting with future growth opportunities and business development activity Requirements Proven experience operating as a Senior Contracts Manager, Project Director, or similar senior role Strong fit out background with experience delivering CAT A & CAT B projects Excellent understanding of M&E packages and technical coordination Experience managing multiple projects simultaneously Strong client-facing and leadership skills Commercially aware with a proactive and solutions-driven approach Stable career history within construction, fit out, or building services environments Salary & Benefits 125,000+ package depending on experience 28 days annual leave Private healthcare (family cover available at taxable cost) Company pension scheme 5% employee contribution (plus applicable tax relief) 3% employer contribution Travel expenses covered Life assurance scheme (2x annual salary) Long-term progression opportunities within a growing business Strong pipeline of secured projects Supportive senior leadership team Immediate requirement with interview availability ASAP For a confidential discussion or to apply, please submit your CV today. All applications will be handled in the strictest 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.
Titan Wealth Holdings Limited
Gateshead, Tyne And Wear
The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. About the role Our team in Newcastle is growing! Are you a level 4 qualified Paraplanner looking for the opportunity of a new challenge? You'll play a key role in delivering an outstanding client experience by providing high-quality technical and report-writing support to our advisers. Working closely with our Paraplanning team, you'll produce clear, tailored suitability reports that reflect individual client needs, while also helping to keep our report templates and models accurate, current and fit for purpose. Responsibilities Analysis - full analysis of clients' requirements, development of cash flow models and accurate recording of client data Solutions - construction of financial planning solutions (investment, retirement, long term care planning, tax and IHT planning) supported by the production of computer models and reports Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models Client Relationship Building - servicing client's day to day needs, liaison by telephone, letter, email and attending meetings, including presenting solutions and recommendations Coordination - working with colleagues within the Financial Planning team to ensure application and provider forms are prepared as required and clients are updated throughout the process Partners - working with other professional advisers e.g. Solicitors and Accountants to implement an agreed action plan Requierments A minimum of a Diploma in Financial Planning and a requirement to keep abreast of compliance and regulatory changes 2 years industry experience - as a minimum Excellent administrative, research, report writing and communication skills Excellent analytical skills with a preference for working in a structured, planned manner Ongoing self-development to maintain appropriate level of CPD for role Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Some of our benefits: - Competitive salary - Private Medical Insurance post probation - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave (plus buy and sell up to 5 days) - Office Christmas close (3-days) - Life Assurance - Health cash plan - Hybrid working - Discretionary performance related bonus - Employee Assistance Programme - And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
Jun 30, 2026
Full time
The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. About the role Our team in Newcastle is growing! Are you a level 4 qualified Paraplanner looking for the opportunity of a new challenge? You'll play a key role in delivering an outstanding client experience by providing high-quality technical and report-writing support to our advisers. Working closely with our Paraplanning team, you'll produce clear, tailored suitability reports that reflect individual client needs, while also helping to keep our report templates and models accurate, current and fit for purpose. Responsibilities Analysis - full analysis of clients' requirements, development of cash flow models and accurate recording of client data Solutions - construction of financial planning solutions (investment, retirement, long term care planning, tax and IHT planning) supported by the production of computer models and reports Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models Client Relationship Building - servicing client's day to day needs, liaison by telephone, letter, email and attending meetings, including presenting solutions and recommendations Coordination - working with colleagues within the Financial Planning team to ensure application and provider forms are prepared as required and clients are updated throughout the process Partners - working with other professional advisers e.g. Solicitors and Accountants to implement an agreed action plan Requierments A minimum of a Diploma in Financial Planning and a requirement to keep abreast of compliance and regulatory changes 2 years industry experience - as a minimum Excellent administrative, research, report writing and communication skills Excellent analytical skills with a preference for working in a structured, planned manner Ongoing self-development to maintain appropriate level of CPD for role Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Some of our benefits: - Competitive salary - Private Medical Insurance post probation - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave (plus buy and sell up to 5 days) - Office Christmas close (3-days) - Life Assurance - Health cash plan - Hybrid working - Discretionary performance related bonus - Employee Assistance Programme - And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
A Top 6 Accounting Firm is recruiting for a Global Mobility Tax Assistant Manager to join their team in Central London You'll be joining a growing Expatriate Tax team, part of a Nationwide Employer Services team, that supports clients with Expatriate Tax, Employment Tax, Share Plans and Incentives, and Rewards Advisory. This team supports and advises clients across a variety of industries and sizes of clients, from AIM to FTSE listed, and to SME's. Responsibilities: Manage a client list alongside Senior leadership Deliver Tax compliance and Tax advisory services Involvement in ad-hoc technical projects and advisory work Collaborate closely with other members within and outside of Employer Services Support in the development of junior colleagues and develop your leadership skills Seek business development opportunities from new and existing clients Support in the marketing of the Expatriate Tax teams services and networking generally Benefits: 25 days annual leave + bank holidays + option to buy / sell Hybrid and flexible working Study support (if required) Private Medical Insurance Flexible benefits
Jun 30, 2026
Full time
A Top 6 Accounting Firm is recruiting for a Global Mobility Tax Assistant Manager to join their team in Central London You'll be joining a growing Expatriate Tax team, part of a Nationwide Employer Services team, that supports clients with Expatriate Tax, Employment Tax, Share Plans and Incentives, and Rewards Advisory. This team supports and advises clients across a variety of industries and sizes of clients, from AIM to FTSE listed, and to SME's. Responsibilities: Manage a client list alongside Senior leadership Deliver Tax compliance and Tax advisory services Involvement in ad-hoc technical projects and advisory work Collaborate closely with other members within and outside of Employer Services Support in the development of junior colleagues and develop your leadership skills Seek business development opportunities from new and existing clients Support in the marketing of the Expatriate Tax teams services and networking generally Benefits: 25 days annual leave + bank holidays + option to buy / sell Hybrid and flexible working Study support (if required) Private Medical Insurance Flexible benefits
Private Client Tax Senior Manager - Family Office Top 10 Firm £85,000 - £98,000 + Benefits Central London / Hybrid I'm partnering with a Top 10 accountancy practice that's investing heavily in its Family Office offering and is now looking to appoint an exceptional Private Client Tax Senior Manager to join the team at a genuinely exciting point in its growth. This Private Client Tax Senior Manager role offers something rare in the current market: elite-level private client advisory work, a genuinely positive and inclusive culture, and a clear long-term future within a highly respected, partner-led firm. As a Private Client Tax Senior Manager , you'll work closely with Partners on complex matters for HNW/UHNW individuals, trustees, executors and family offices , while benefiting from the structure, brand and progression opportunities of a national Top 10 firm. The Opportunity - Private Client Tax Senior Manager This Private Client Tax Senior Manager position sits within a fast?growing Family Office team , advising on sophisticated UK and international private client matters. You'll take ownership of a high?quality portfolio and act as a trusted adviser, while also shaping the team's future through mentoring and business development. Typical Private Client Tax Senior Manager responsibilities include: Advising family offices, trusts, estates and HNW/UHNW individuals Leading on complex personal tax, trust and estate planning Portfolio oversight including billing, WIP and delivery standards Supporting Partners with advisory projects and strategic new work Coaching and developing Managers and Assistants Why this Private Client Tax Senior Manager role stands out True Family Office exposure without moving into a niche boutique A clearly defined pathway to Director / Partner Strong emphasis on advisory quality , not just chargeable hours Flexible and hybrid working fully embedded in the culture An award-winning, collaborative firm at a particularly exciting stage of growth This is a Private Client Tax Senior Manager role designed for someone who wants influence, visibility and progression -without compromising balance or values. About You This role would suit a Private Client Tax Senior Manager who: Is ACA and/or CTA qualified Is already operating at Private Client Tax Senior Manager level Brings strong advisory capability (trusts essential; estates desirable) Is confident managing senior stakeholders and complex client relationships Has ambition to progress within a supportive, high?calibre environment Package £85,000 - £98,000 (depending on experience) 25 days' holiday + bank holidays Hybrid & flexible working Private medical insurance (eligibility applies) Life assurance, financial coaching & mortgage advice Strong pension and lifestyle benefits Clear, supported progression for Private Client Tax Senior Managers Firm Overview The firm is part of a Top 10 international group , combining a partner-led, relationship-driven ethos with the scale, stability and resource of a large organisation. Diversity, inclusion, flexibility and long-term career development are integral to how they operate. Interested? For a confidential conversation about this Private Client Tax Senior Manager - Family Office opportunity, please contact: Kate Green / . Early conversations are encouraged, given the seniority and profile of this hire. As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Jun 30, 2026
Full time
Private Client Tax Senior Manager - Family Office Top 10 Firm £85,000 - £98,000 + Benefits Central London / Hybrid I'm partnering with a Top 10 accountancy practice that's investing heavily in its Family Office offering and is now looking to appoint an exceptional Private Client Tax Senior Manager to join the team at a genuinely exciting point in its growth. This Private Client Tax Senior Manager role offers something rare in the current market: elite-level private client advisory work, a genuinely positive and inclusive culture, and a clear long-term future within a highly respected, partner-led firm. As a Private Client Tax Senior Manager , you'll work closely with Partners on complex matters for HNW/UHNW individuals, trustees, executors and family offices , while benefiting from the structure, brand and progression opportunities of a national Top 10 firm. The Opportunity - Private Client Tax Senior Manager This Private Client Tax Senior Manager position sits within a fast?growing Family Office team , advising on sophisticated UK and international private client matters. You'll take ownership of a high?quality portfolio and act as a trusted adviser, while also shaping the team's future through mentoring and business development. Typical Private Client Tax Senior Manager responsibilities include: Advising family offices, trusts, estates and HNW/UHNW individuals Leading on complex personal tax, trust and estate planning Portfolio oversight including billing, WIP and delivery standards Supporting Partners with advisory projects and strategic new work Coaching and developing Managers and Assistants Why this Private Client Tax Senior Manager role stands out True Family Office exposure without moving into a niche boutique A clearly defined pathway to Director / Partner Strong emphasis on advisory quality , not just chargeable hours Flexible and hybrid working fully embedded in the culture An award-winning, collaborative firm at a particularly exciting stage of growth This is a Private Client Tax Senior Manager role designed for someone who wants influence, visibility and progression -without compromising balance or values. About You This role would suit a Private Client Tax Senior Manager who: Is ACA and/or CTA qualified Is already operating at Private Client Tax Senior Manager level Brings strong advisory capability (trusts essential; estates desirable) Is confident managing senior stakeholders and complex client relationships Has ambition to progress within a supportive, high?calibre environment Package £85,000 - £98,000 (depending on experience) 25 days' holiday + bank holidays Hybrid & flexible working Private medical insurance (eligibility applies) Life assurance, financial coaching & mortgage advice Strong pension and lifestyle benefits Clear, supported progression for Private Client Tax Senior Managers Firm Overview The firm is part of a Top 10 international group , combining a partner-led, relationship-driven ethos with the scale, stability and resource of a large organisation. Diversity, inclusion, flexibility and long-term career development are integral to how they operate. Interested? For a confidential conversation about this Private Client Tax Senior Manager - Family Office opportunity, please contact: Kate Green / . Early conversations are encouraged, given the seniority and profile of this hire. As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Bennett and Game Recruitment LTD
Nottingham, Nottinghamshire
Senior Accountant / Client Manager Package: 45,000 - 55,000 (dependent on experience), performance-based bonus scheme, Healthcare scheme, and more Working Hours: Full time, office based, Monday-Friday A new opening is available for a Senior Accountant / Client Manager to join a thriving mixed practice in West Bridgford. This practice has gained a strong local reputation, managing a diverse portfolio of clients. As they continue to grow, they are looking for a "hands-on" professional who is ready to roll their sleeves up and get stuck into work ranging from small subcontracts to larger client accounts. This role is well-suited to an ambitious accountant with solid practice experience and a strong "can-do" attitude. Whether you are recently qualified or qualified by experience, the focus is on your ability to deliver high-quality work and grow within a long-term role. If you are a hardworking Accountant looking for genuine progression routes and a collaborative environment, then this is the role for you. Accountant / Client Manager Job Responsibilities Prepare accounts for small limited companies, LLPs, sole traders, and partnerships. Work across a broad range of clients, managing everything from basic bookkeeping to complex year-end accounts. Complete planning and completion sections, including budgets and disclosure checklists, in line with practice guidelines. Maintain bookkeeping records (cash books, sales/purchase ledgers) and perform bank reconciliations. Produce accounts from incomplete records or client trial balances using major accounting programs like Sage, Xero, or QuickBooks. Liaise with clients to gather information and resolve queries, providing a high level of personal service. Prepare tax returns including personal, VAT, and corporation tax. Review junior work and assist with professional development and advisory tasks. Accountant / Client Manager Requirements Experience working within an Accountancy Practice is essential. ACA or ACCA qualified preferred, but those "Qualified by Experience" (8+ years) are also encouraged to apply. Strong technical knowledge of statutory accounting and mixed tax elements. Excellent communication and interpersonal skills, with a willingness to support the wider team. Able to comfortably commute to the office in West Bridgford. Accountant / Client Manager Salary & Benefits 45,000 - 55,000 dependent on experience. Performance-based bonus scheme. Private Healthcare scheme. Standard workplace pension (with salary sacrifice options) and sick pay. Statutory holiday plus bank holidays. Consistent and clear progression routes. Daily lunches provided and dedicated individual office space. Excellent office culture within a historic manor house building. Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries. We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for.
Jun 30, 2026
Full time
Senior Accountant / Client Manager Package: 45,000 - 55,000 (dependent on experience), performance-based bonus scheme, Healthcare scheme, and more Working Hours: Full time, office based, Monday-Friday A new opening is available for a Senior Accountant / Client Manager to join a thriving mixed practice in West Bridgford. This practice has gained a strong local reputation, managing a diverse portfolio of clients. As they continue to grow, they are looking for a "hands-on" professional who is ready to roll their sleeves up and get stuck into work ranging from small subcontracts to larger client accounts. This role is well-suited to an ambitious accountant with solid practice experience and a strong "can-do" attitude. Whether you are recently qualified or qualified by experience, the focus is on your ability to deliver high-quality work and grow within a long-term role. If you are a hardworking Accountant looking for genuine progression routes and a collaborative environment, then this is the role for you. Accountant / Client Manager Job Responsibilities Prepare accounts for small limited companies, LLPs, sole traders, and partnerships. Work across a broad range of clients, managing everything from basic bookkeeping to complex year-end accounts. Complete planning and completion sections, including budgets and disclosure checklists, in line with practice guidelines. Maintain bookkeeping records (cash books, sales/purchase ledgers) and perform bank reconciliations. Produce accounts from incomplete records or client trial balances using major accounting programs like Sage, Xero, or QuickBooks. Liaise with clients to gather information and resolve queries, providing a high level of personal service. Prepare tax returns including personal, VAT, and corporation tax. Review junior work and assist with professional development and advisory tasks. Accountant / Client Manager Requirements Experience working within an Accountancy Practice is essential. ACA or ACCA qualified preferred, but those "Qualified by Experience" (8+ years) are also encouraged to apply. Strong technical knowledge of statutory accounting and mixed tax elements. Excellent communication and interpersonal skills, with a willingness to support the wider team. Able to comfortably commute to the office in West Bridgford. Accountant / Client Manager Salary & Benefits 45,000 - 55,000 dependent on experience. Performance-based bonus scheme. Private Healthcare scheme. Standard workplace pension (with salary sacrifice options) and sick pay. Statutory holiday plus bank holidays. Consistent and clear progression routes. Daily lunches provided and dedicated individual office space. Excellent office culture within a historic manor house building. Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries. We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for.
Client Manager Eastbourne £50,000 + Bonus Some practices want a Client Manager to chase billing. This one wants you to do the actual work, look after your clients properly, and be trusted to get on with it. A fast-growing, independent practice in Eastbourne is looking for an ACA or ACCA qualified Client Manager to take ownership of a portfolio of owner-managed business clients. The firm has grown quickly through both organic expansion and acquisition, and this is a genuine investment in the next phase. It's a senior, hands-on role sitting between the delivery team and the director. Billing is handled centrally, so your focus stays on delivery quality, client relationships and doing work you can be proud of. No hard sell, no micromanagement. What you'll be doing: Managing a portfolio of SME clients as their day-to-day contact Preparing statutory accounts, corporation tax, VAT, CIS and personal tax Producing monthly and quarterly management accounts and talking clients through them Spotting advisory opportunities and supporting director-level discussions Mentoring junior staff and helping improve processes across the firm What's on offer: Base salary of £50,000, plus a quarterly performance bonus (or £55,000 flat with no bonus, your choice) Long-term commission on clients you personally introduce Real autonomy and clear progression as the firm grows Potential move to a 4-day week longer term for sustained strong performers Parking, laptop and mobile from day one, private healthcare after probation A modern, Xero-focused practice with strong systems already in place If you want a senior client role with proper responsibility and the freedom to do it well, this is worth a conversation. (phone number removed)
Jun 30, 2026
Full time
Client Manager Eastbourne £50,000 + Bonus Some practices want a Client Manager to chase billing. This one wants you to do the actual work, look after your clients properly, and be trusted to get on with it. A fast-growing, independent practice in Eastbourne is looking for an ACA or ACCA qualified Client Manager to take ownership of a portfolio of owner-managed business clients. The firm has grown quickly through both organic expansion and acquisition, and this is a genuine investment in the next phase. It's a senior, hands-on role sitting between the delivery team and the director. Billing is handled centrally, so your focus stays on delivery quality, client relationships and doing work you can be proud of. No hard sell, no micromanagement. What you'll be doing: Managing a portfolio of SME clients as their day-to-day contact Preparing statutory accounts, corporation tax, VAT, CIS and personal tax Producing monthly and quarterly management accounts and talking clients through them Spotting advisory opportunities and supporting director-level discussions Mentoring junior staff and helping improve processes across the firm What's on offer: Base salary of £50,000, plus a quarterly performance bonus (or £55,000 flat with no bonus, your choice) Long-term commission on clients you personally introduce Real autonomy and clear progression as the firm grows Potential move to a 4-day week longer term for sustained strong performers Parking, laptop and mobile from day one, private healthcare after probation A modern, Xero-focused practice with strong systems already in place If you want a senior client role with proper responsibility and the freedom to do it well, this is worth a conversation. (phone number removed)
The Private Client Tax Senior Manager will oversee and deliver comprehensive tax services for high-net-worth individuals, ensuring compliance and offering tailored advice. This role requires an expert in private client tax with a focus on leadership within the professional services industry. Client Details This is an opportunity to join a well-established accountancy practice with a strong reputation for delivering bespoke tax solutions. Operating in a medium-sized structure, the company is known for its commitment to high standards and a client-centric approach in Leatherhead. Description As a Senior Manager, the role will involve providing both tax advisory and compliance services to high-net-worth individuals, including those who are UK and non-UK domiciled. The role will also involve being responsible for reviewing tax returns prepared by consultants, offering technical guidance, and identifying opportunities to optimize clients' tax affairs. As a Senior Manager the day to day work will encompass: Reviewing the tax returns prepared by consultants and provide technical input on these Identifying opportunities for restructuring clients' tax affairs and raise these with the client partner or the client Providing specialist tax advisory service to clients including; estate planning, inheritance tax planning, wealth structuring, domicile issues Dealing with HMRC on tax investigations Acting as point of contact for clients, alongside the Partner Profile The main criteria is a combination of excellent written and verbal communication skills and sound technical knowledge. The individual will be able to demonstrate that they have worked in an environment where it is necessary to deliver accurate information on a timely basis. You will also be able to demonstrate the following skills, experience and attributes: CTA qualified with a minimum of 5 years post qualification experience Experience of working with a complex UK and non-domiciled HMW client base Ability to manage workflow in a busy and demanding environment Outstanding written and verbal communication Ability to work under pressure and in a deadline driven environment Excellent IT skills and receptive to technology changes Job Offer Competitive salary in the range of 85,000 to 95,000 Permanent position with opportunities for career progression. Based in Leatherhead with a supportive and professional work environment. Hybrid working. Free parking. PMI.
Jun 30, 2026
Full time
The Private Client Tax Senior Manager will oversee and deliver comprehensive tax services for high-net-worth individuals, ensuring compliance and offering tailored advice. This role requires an expert in private client tax with a focus on leadership within the professional services industry. Client Details This is an opportunity to join a well-established accountancy practice with a strong reputation for delivering bespoke tax solutions. Operating in a medium-sized structure, the company is known for its commitment to high standards and a client-centric approach in Leatherhead. Description As a Senior Manager, the role will involve providing both tax advisory and compliance services to high-net-worth individuals, including those who are UK and non-UK domiciled. The role will also involve being responsible for reviewing tax returns prepared by consultants, offering technical guidance, and identifying opportunities to optimize clients' tax affairs. As a Senior Manager the day to day work will encompass: Reviewing the tax returns prepared by consultants and provide technical input on these Identifying opportunities for restructuring clients' tax affairs and raise these with the client partner or the client Providing specialist tax advisory service to clients including; estate planning, inheritance tax planning, wealth structuring, domicile issues Dealing with HMRC on tax investigations Acting as point of contact for clients, alongside the Partner Profile The main criteria is a combination of excellent written and verbal communication skills and sound technical knowledge. The individual will be able to demonstrate that they have worked in an environment where it is necessary to deliver accurate information on a timely basis. You will also be able to demonstrate the following skills, experience and attributes: CTA qualified with a minimum of 5 years post qualification experience Experience of working with a complex UK and non-domiciled HMW client base Ability to manage workflow in a busy and demanding environment Outstanding written and verbal communication Ability to work under pressure and in a deadline driven environment Excellent IT skills and receptive to technology changes Job Offer Competitive salary in the range of 85,000 to 95,000 Permanent position with opportunities for career progression. Based in Leatherhead with a supportive and professional work environment. Hybrid working. Free parking. PMI.