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 08, 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).
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 08, 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
If you've built a career in R&D tax and enjoy helping innovative businesses maximise the value of their work, this could be the opportunity you've been waiting for. Whether you're feeling restricted by rigid processes, looking for greater flexibility, or simply want to work alongside genuine specialists who value technical excellence, this role offers the chance to take the next step. As an R&D Tax Manager, you'll manage your own portfolio of clients from initial discussions through to successful claim submission, building long-term relationships while delivering a consistently high standard of service. Working remotely as part of a collaborative team, you'll have the autonomy to manage your workload alongside regular opportunities to develop your expertise as R&D legislation continues to evolve. If you enjoy combining technical tax knowledge with client-facing responsibility, this R&D Tax Manager position offers the variety, flexibility and career progression that can be difficult to find elsewhere. Role Overview Manage a portfolio of R&D tax clients from initial fact find through to successful claim completion. Build strong relationships with clients, accountants and internal specialists to deliver robust, fully compliant claims. Prepare financial calculations, tax reconciliations and supporting documentation for R&D claims. Ensure claims comply with current legislation, HMRC guidance and DSIT Guidelines. Submit prenotifications, Additional Information Forms and CT600 documentation within deadlines. Support business development activities by attending prospect meetings and industry events when required. The Ideal Candidate ACA, ACCA, CTA or ATT qualified. Strong UK R&D tax experience with proven expertise managing and preparing R&D tax relief claims. Confident interpreting UK R&D legislation, HMRC guidance and DSIT Guidelines. Comfortable managing multiple client deadlines while delivering exceptional service. Excellent communication skills with the confidence to work directly with senior finance and technical stakeholders. An interest in areas such as Patent Box, Creative Industry Reliefs or Innovation Funding would be advantageous. What's on Offer £50,000 - £60,000 Fully remote working with quarterly team events in Milton Keynes. Private medical insurance. Pension contributions. Death in service benefit. Ongoing technical training and professional development. Genuine opportunities for long-term career progression within a specialist environment. Register your interest by applying today or call Richard Davies or Luke Scale on (phone number removed) to discuss this opportunity further, always in complete confidence. Addington Ball is a specialist finance and accounting recruitment consultancy covering the Midlands and Northern Home Counties. We are a member of TEAM and are acting as an Employment Agency in relation to this vacancy. Job ref - ABJ/(phone number removed) - R&D Tax Manager .
Jul 08, 2026
Full time
If you've built a career in R&D tax and enjoy helping innovative businesses maximise the value of their work, this could be the opportunity you've been waiting for. Whether you're feeling restricted by rigid processes, looking for greater flexibility, or simply want to work alongside genuine specialists who value technical excellence, this role offers the chance to take the next step. As an R&D Tax Manager, you'll manage your own portfolio of clients from initial discussions through to successful claim submission, building long-term relationships while delivering a consistently high standard of service. Working remotely as part of a collaborative team, you'll have the autonomy to manage your workload alongside regular opportunities to develop your expertise as R&D legislation continues to evolve. If you enjoy combining technical tax knowledge with client-facing responsibility, this R&D Tax Manager position offers the variety, flexibility and career progression that can be difficult to find elsewhere. Role Overview Manage a portfolio of R&D tax clients from initial fact find through to successful claim completion. Build strong relationships with clients, accountants and internal specialists to deliver robust, fully compliant claims. Prepare financial calculations, tax reconciliations and supporting documentation for R&D claims. Ensure claims comply with current legislation, HMRC guidance and DSIT Guidelines. Submit prenotifications, Additional Information Forms and CT600 documentation within deadlines. Support business development activities by attending prospect meetings and industry events when required. The Ideal Candidate ACA, ACCA, CTA or ATT qualified. Strong UK R&D tax experience with proven expertise managing and preparing R&D tax relief claims. Confident interpreting UK R&D legislation, HMRC guidance and DSIT Guidelines. Comfortable managing multiple client deadlines while delivering exceptional service. Excellent communication skills with the confidence to work directly with senior finance and technical stakeholders. An interest in areas such as Patent Box, Creative Industry Reliefs or Innovation Funding would be advantageous. What's on Offer £50,000 - £60,000 Fully remote working with quarterly team events in Milton Keynes. Private medical insurance. Pension contributions. Death in service benefit. Ongoing technical training and professional development. Genuine opportunities for long-term career progression within a specialist environment. Register your interest by applying today or call Richard Davies or Luke Scale on (phone number removed) to discuss this opportunity further, always in complete confidence. Addington Ball is a specialist finance and accounting recruitment consultancy covering the Midlands and Northern Home Counties. We are a member of TEAM and are acting as an Employment Agency in relation to this vacancy. Job ref - ABJ/(phone number removed) - R&D Tax Manager .
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.
Jul 07, 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.
Jul 07, 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.
Jul 07, 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.
Jul 07, 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.
Jul 07, 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.
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.
Jul 07, 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.
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
Jul 07, 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.
Jul 07, 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.
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
Jul 07, 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
An excellent opportunity for a Valuations Tax Assistant Manager to work on complex, high-value engagements, supporting clients on business valuations and tax advisory matters. The role offers strong exposure to technical work and clear progression towards a leadership position within a specialist advisory environment. Client Details Our client is a specialist tax advisory firm with a strong reputation in delivering high-quality, technically robust advice to a wide-ranging client base, including owner-managed businesses, private equity-backed entities and high-net-worth individuals. Operating within a collaborative and growth-focused environment, the firm offers significant exposure to complex valuations work and the opportunity to work closely with experienced tax specialists on high-value engagements. Description Lead and support on business valuations for tax purposes, including share schemes, restructuring and transactions Provide technical tax support on valuation-related matters such as IHT, CGT and employee incentives Manage client relationships, acting as a key contact on valuation and advisory engagements Review valuation models and reports prepared by junior team members, ensuring accuracy and compliance Work closely with senior stakeholders on transactions, due diligence and structuring projects Assist in preparing detailed and defensible valuation reports for HMRC and other stakeholders Contribute to business development through identifying opportunities and supporting proposals Stay up to date with relevant tax legislation and valuation methodologies Profile Experience in or an understanding of preparing valuations for various purposes, including tax-advantaged option plans, employment-related securities, Capital Gains Tax, Inheritance Tax and corporate reorganisations. A commercial outlook and understanding of how different businesses operate. Strong written and verbal communication skills. Experience of dealing directly with clients and intermediaries. CTA and / or ACA qualified (preferred although not essential). Job Offer Competitive Package (DOE) Exposure to complex, high-value valuation and tax advisory work Ongoing professional development and specialist technical training A pragmatic approach to timesheets Respect for one another's work / life balance Home and office working is the norm (and has been for a long time) A chance to join one of the UK's fastest growing independent, full-service tax practices
Jul 07, 2026
Full time
An excellent opportunity for a Valuations Tax Assistant Manager to work on complex, high-value engagements, supporting clients on business valuations and tax advisory matters. The role offers strong exposure to technical work and clear progression towards a leadership position within a specialist advisory environment. Client Details Our client is a specialist tax advisory firm with a strong reputation in delivering high-quality, technically robust advice to a wide-ranging client base, including owner-managed businesses, private equity-backed entities and high-net-worth individuals. Operating within a collaborative and growth-focused environment, the firm offers significant exposure to complex valuations work and the opportunity to work closely with experienced tax specialists on high-value engagements. Description Lead and support on business valuations for tax purposes, including share schemes, restructuring and transactions Provide technical tax support on valuation-related matters such as IHT, CGT and employee incentives Manage client relationships, acting as a key contact on valuation and advisory engagements Review valuation models and reports prepared by junior team members, ensuring accuracy and compliance Work closely with senior stakeholders on transactions, due diligence and structuring projects Assist in preparing detailed and defensible valuation reports for HMRC and other stakeholders Contribute to business development through identifying opportunities and supporting proposals Stay up to date with relevant tax legislation and valuation methodologies Profile Experience in or an understanding of preparing valuations for various purposes, including tax-advantaged option plans, employment-related securities, Capital Gains Tax, Inheritance Tax and corporate reorganisations. A commercial outlook and understanding of how different businesses operate. Strong written and verbal communication skills. Experience of dealing directly with clients and intermediaries. CTA and / or ACA qualified (preferred although not essential). Job Offer Competitive Package (DOE) Exposure to complex, high-value valuation and tax advisory work Ongoing professional development and specialist technical training A pragmatic approach to timesheets Respect for one another's work / life balance Home and office working is the norm (and has been for a long time) A chance to join one of the UK's fastest growing independent, full-service tax practices
Senior Client Manager - Chartered Accountancy Practice Location: Abingdon, Oxfordshire Salary: £50,000 - £55,000 + Performance Bonus (up to 5%) Position: Full-Time, Permanent (Monday - Friday, 9am - 5pm) About the Practice Our client is a fast-growing, dynamic, and modern accountancy practice that genuinely cares about its clients and its team. With an exceptional local reputation and over 130 five-star Google reviews, they support hundreds of ambitious owner-managed businesses, property investors, and high-net-worth individuals. Technology drives how they work; they utilize industry-leading cloud software to deliver a proactive, personal service. Their culture is built on three core values: Care, Communication, and Ownership. They offer a relaxed, supportive environment where experience is truly valued and input will shape how the practice grows. For the right candidate, this role offers a transparent, long-term career path as the business continues to expand. The Role As a Senior Client Manager, you will inherit an established, varied portfolio of owner-managed businesses, acting as their main point of contact and trusted advisor. This is a senior, hands-on role offering autonomy over your workload and direct client relationships. Key Responsibilities: Portfolio Management: Manage files from start to finish, preparing and reviewing statutory accounts (FRS 102 Section 1A) for limited companies, sole traders, and partnerships. Taxation: Prepare corporation tax computations, self-assessment tax returns, and handle VAT returns/advisory. Client Relations: Build strong, proactive relationships and manage expectations seamlessly. Team Leadership: Mentor and support the development of junior team members, leading by example on quality and service. Practice Growth: Stay ahead of regulatory changes (including MTD for Income Tax) and identify value-add opportunities for clients. Candidate Requirements Essential: Fully qualified ACCA, ACA, or CIMA (full membership required). Minimum of 5 years' experience within a UK accountancy practice. Strong year-end accounts preparation and confident handling of corporation tax, self- assessment, and VAT. Ability to manage a portfolio with minimal supervision and deliver files ready for partner review with minimal rework. Clear, professional communication skills with both clients and colleagues. Desirable: Experience with cloud-based accounting and practice management software. Familiarity with MTD for Income Tax. Exposure to SEIS/EIS, director loan accounts, and s455 tax. Package and Benefits Competitive salary of £50,000 to £55,000 depending on experience. Individual performance bonus of up to 5%. Bupa private health insurance. Life insurance and company pension. Free on-site parking at a premier local venue. Regular team socials and client events. A hybrid working pattern (predominantly office-based, with flexibility once established). To Apply If you are an experienced accountant looking for a role that combines autonomy, a supportive team culture, and a genuine path to senior leadership, please apply by submitting your CV. Unfortunately, we cannot accept applications for this role from candidates that do not have the right to work in the UK, or require visa sponsorship, either currently or in the future. This includes those currently on a graduate visa. Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and abilities to perform the duties of the job.
Jul 07, 2026
Full time
Senior Client Manager - Chartered Accountancy Practice Location: Abingdon, Oxfordshire Salary: £50,000 - £55,000 + Performance Bonus (up to 5%) Position: Full-Time, Permanent (Monday - Friday, 9am - 5pm) About the Practice Our client is a fast-growing, dynamic, and modern accountancy practice that genuinely cares about its clients and its team. With an exceptional local reputation and over 130 five-star Google reviews, they support hundreds of ambitious owner-managed businesses, property investors, and high-net-worth individuals. Technology drives how they work; they utilize industry-leading cloud software to deliver a proactive, personal service. Their culture is built on three core values: Care, Communication, and Ownership. They offer a relaxed, supportive environment where experience is truly valued and input will shape how the practice grows. For the right candidate, this role offers a transparent, long-term career path as the business continues to expand. The Role As a Senior Client Manager, you will inherit an established, varied portfolio of owner-managed businesses, acting as their main point of contact and trusted advisor. This is a senior, hands-on role offering autonomy over your workload and direct client relationships. Key Responsibilities: Portfolio Management: Manage files from start to finish, preparing and reviewing statutory accounts (FRS 102 Section 1A) for limited companies, sole traders, and partnerships. Taxation: Prepare corporation tax computations, self-assessment tax returns, and handle VAT returns/advisory. Client Relations: Build strong, proactive relationships and manage expectations seamlessly. Team Leadership: Mentor and support the development of junior team members, leading by example on quality and service. Practice Growth: Stay ahead of regulatory changes (including MTD for Income Tax) and identify value-add opportunities for clients. Candidate Requirements Essential: Fully qualified ACCA, ACA, or CIMA (full membership required). Minimum of 5 years' experience within a UK accountancy practice. Strong year-end accounts preparation and confident handling of corporation tax, self- assessment, and VAT. Ability to manage a portfolio with minimal supervision and deliver files ready for partner review with minimal rework. Clear, professional communication skills with both clients and colleagues. Desirable: Experience with cloud-based accounting and practice management software. Familiarity with MTD for Income Tax. Exposure to SEIS/EIS, director loan accounts, and s455 tax. Package and Benefits Competitive salary of £50,000 to £55,000 depending on experience. Individual performance bonus of up to 5%. Bupa private health insurance. Life insurance and company pension. Free on-site parking at a premier local venue. Regular team socials and client events. A hybrid working pattern (predominantly office-based, with flexibility once established). To Apply If you are an experienced accountant looking for a role that combines autonomy, a supportive team culture, and a genuine path to senior leadership, please apply by submitting your CV. Unfortunately, we cannot accept applications for this role from candidates that do not have the right to work in the UK, or require visa sponsorship, either currently or in the future. This includes those currently on a graduate visa. Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and abilities to perform the duties of the job.
Client Manager Location: Shropshire Job Type: Full Time The role A forward-thinking, technology-driven accountancy practice is looking to appoint an experienced Accountant to join its growing Shropshire team. This is a flexible opportunity, open from Senior Accountant through to Client Manager level, depending on experience. You'll take ownership of a varied client portfolio, delivering high-quality accounting and advisory services within a modern, supportive environment. The role offers genuine progression potential as the business continues to expand. Key responsibilities Managing a portfolio of clients across a range of sectors Delivering accounts preparation and review work to a high standard Producing and reviewing corporation tax and personal tax returns Acting as a key point of contact for client queries and ongoing support Providing advice on both corporate and personal tax planning matters Reviewing work completed by junior team members Supporting, supervising, and mentoring junior staff where appropriate Maintaining strong client relationships and ensuring excellent service delivery About you Experience within an accountancy practice (Senior Accountant to Manager level) Strong technical knowledge across accounts and tax Confident managing a client portfolio independently Experience reviewing work and supporting junior staff Strong communication and client relationship skills Proactive, organised, and commercially aware Motivated to progress within a growing practice environment The package Competitive salary, dependent on experience 25 days holiday plus bank holidays, increasing with service (up to 28 days) Birthday off Flexible and hybrid working arrangements Core hours with flexible start and finish times Private medical cover Contributory pension scheme Study support (if required) Free on-site parking Casual, flexible working culture Strong progression opportunities within a growing business LHH upholds the highest standards of confidentiality in every interaction, so you can feel comfortable having an open and informal conversation. If you'd like to learn more about the opportunity and how it could align with your experience, please apply today or get in touch for a chat.
Jul 07, 2026
Full time
Client Manager Location: Shropshire Job Type: Full Time The role A forward-thinking, technology-driven accountancy practice is looking to appoint an experienced Accountant to join its growing Shropshire team. This is a flexible opportunity, open from Senior Accountant through to Client Manager level, depending on experience. You'll take ownership of a varied client portfolio, delivering high-quality accounting and advisory services within a modern, supportive environment. The role offers genuine progression potential as the business continues to expand. Key responsibilities Managing a portfolio of clients across a range of sectors Delivering accounts preparation and review work to a high standard Producing and reviewing corporation tax and personal tax returns Acting as a key point of contact for client queries and ongoing support Providing advice on both corporate and personal tax planning matters Reviewing work completed by junior team members Supporting, supervising, and mentoring junior staff where appropriate Maintaining strong client relationships and ensuring excellent service delivery About you Experience within an accountancy practice (Senior Accountant to Manager level) Strong technical knowledge across accounts and tax Confident managing a client portfolio independently Experience reviewing work and supporting junior staff Strong communication and client relationship skills Proactive, organised, and commercially aware Motivated to progress within a growing practice environment The package Competitive salary, dependent on experience 25 days holiday plus bank holidays, increasing with service (up to 28 days) Birthday off Flexible and hybrid working arrangements Core hours with flexible start and finish times Private medical cover Contributory pension scheme Study support (if required) Free on-site parking Casual, flexible working culture Strong progression opportunities within a growing business LHH upholds the highest standards of confidentiality in every interaction, so you can feel comfortable having an open and informal conversation. If you'd like to learn more about the opportunity and how it could align with your experience, please apply today or get in touch for a chat.
Client Manager Location: NottinghamJob Type: Full Time The role A forward-thinking, technology-driven accountancy practice is looking to appoint an experienced Accountant to join its growing Shropshire team. This is a flexible opportunity, open from Senior Accountant through to Client Manager level, depending on experience. You'll take ownership of a varied client portfolio, delivering high-quality accounting and advisory services within a modern, supportive environment. The role offers genuine progression potential as the business continues to expand. Key responsibilities Managing a portfolio of clients across a range of sectors Delivering accounts preparation and review work to a high standard Producing and reviewing corporation tax and personal tax returns Acting as a key point of contact for client queries and ongoing support Providing advice on both corporate and personal tax planning matters Reviewing work completed by junior team members Supporting, supervising, and mentoring junior staff where appropriate Maintaining strong client relationships and ensuring excellent service delivery About you Experience within an accountancy practice (Senior Accountant to Manager level) Strong technical knowledge across accounts and tax Confident managing a client portfolio independently Experience reviewing work and supporting junior staff Strong communication and client relationship skills Proactive, organised, and commercially aware Motivated to progress within a growing practice environment The package Competitive salary, dependent on experience 25 days holiday plus bank holidays, increasing with service (up to 28 days) Birthday off Flexible and hybrid working arrangements Core hours with flexible start and finish times Private medical cover Contributory pension scheme Study support (if required) Free on-site parking Strong progression opportunities within a growing business LHH upholds the highest standards of confidentiality in every interaction. If you'd like to learn more about the opportunity and how it could align with your experience, please apply today or get in touch for a chat.
Jul 07, 2026
Full time
Client Manager Location: NottinghamJob Type: Full Time The role A forward-thinking, technology-driven accountancy practice is looking to appoint an experienced Accountant to join its growing Shropshire team. This is a flexible opportunity, open from Senior Accountant through to Client Manager level, depending on experience. You'll take ownership of a varied client portfolio, delivering high-quality accounting and advisory services within a modern, supportive environment. The role offers genuine progression potential as the business continues to expand. Key responsibilities Managing a portfolio of clients across a range of sectors Delivering accounts preparation and review work to a high standard Producing and reviewing corporation tax and personal tax returns Acting as a key point of contact for client queries and ongoing support Providing advice on both corporate and personal tax planning matters Reviewing work completed by junior team members Supporting, supervising, and mentoring junior staff where appropriate Maintaining strong client relationships and ensuring excellent service delivery About you Experience within an accountancy practice (Senior Accountant to Manager level) Strong technical knowledge across accounts and tax Confident managing a client portfolio independently Experience reviewing work and supporting junior staff Strong communication and client relationship skills Proactive, organised, and commercially aware Motivated to progress within a growing practice environment The package Competitive salary, dependent on experience 25 days holiday plus bank holidays, increasing with service (up to 28 days) Birthday off Flexible and hybrid working arrangements Core hours with flexible start and finish times Private medical cover Contributory pension scheme Study support (if required) Free on-site parking Strong progression opportunities within a growing business LHH upholds the highest standards of confidentiality in every interaction. If you'd like to learn more about the opportunity and how it could align with your experience, please apply today or get in touch for a chat.
Accounts Senior - Dudley - Firm of Accountants A fantastic opportunity has arisen for a Senior Accountant / Accounts Senior to join a well-established accountancy practice in Dudley, providing accounting, tax, and business advisory services to small and medium-sized businesses. It is offering a salary of £40,000 - £45,000 (negotiable) plus benefits and genuine opportunities for career progression. About the Role As a Senior Accountant / Accounts Senior, you will focus on managing client accounts, preparing accurate financial reports, and ensuring compliance. While the role is primarily accounting-focused, you will gain exposure to client advisory responsibilities and have the opportunity to develop into a Client Manager by taking on a portfolio of clients and mentoring junior team members. Key Responsibilities: Prepare statutory accounts, corporation tax returns, self-assessment tax returns, P11Ds, and management accounts. Support clients with accounting and tax compliance, identifying opportunities for tax planning. Work closely with clients to meet deadlines and deliver high-quality service. Collaborate with senior staff on projects and advisory tasks. Support and guide junior team members, fostering a collaborative environment. Keep up to date with accounting standards, tax legislation, and best practices. Note: This role is ideal for candidates looking to step up into a Client Manager position in the future-full client management experience is not required immediately. What We're Looking For Previous experience in roles such as Accounts Senior, Practice Accountant, Senior Accountant, Client Accountant, Client Manager, Accounts Manager, or similar. At least 5 years' experience in a UK-based accountancy practice . ACCA or ACA qualified (CTA is an advantage). Strong experience with Xero or other cloud-based accounting software. Experience with Iris preferred but not essential. Excellent communication skills, commercial awareness, and the ability to manage multiple priorities. Benefits: Competitive salary Free parking Hybrid working Flexitime options Private medical insurance Health Assured Programme and sick pay Bonus scheme Real opportunities for career progression in a supportive and dynamic environment This is a great opportunity for an ambitious accountant looking to advance their career, take on more responsibility, and eventually step into a client management role. Benefits: Free parking On-site parking
Jul 07, 2026
Full time
Accounts Senior - Dudley - Firm of Accountants A fantastic opportunity has arisen for a Senior Accountant / Accounts Senior to join a well-established accountancy practice in Dudley, providing accounting, tax, and business advisory services to small and medium-sized businesses. It is offering a salary of £40,000 - £45,000 (negotiable) plus benefits and genuine opportunities for career progression. About the Role As a Senior Accountant / Accounts Senior, you will focus on managing client accounts, preparing accurate financial reports, and ensuring compliance. While the role is primarily accounting-focused, you will gain exposure to client advisory responsibilities and have the opportunity to develop into a Client Manager by taking on a portfolio of clients and mentoring junior team members. Key Responsibilities: Prepare statutory accounts, corporation tax returns, self-assessment tax returns, P11Ds, and management accounts. Support clients with accounting and tax compliance, identifying opportunities for tax planning. Work closely with clients to meet deadlines and deliver high-quality service. Collaborate with senior staff on projects and advisory tasks. Support and guide junior team members, fostering a collaborative environment. Keep up to date with accounting standards, tax legislation, and best practices. Note: This role is ideal for candidates looking to step up into a Client Manager position in the future-full client management experience is not required immediately. What We're Looking For Previous experience in roles such as Accounts Senior, Practice Accountant, Senior Accountant, Client Accountant, Client Manager, Accounts Manager, or similar. At least 5 years' experience in a UK-based accountancy practice . ACCA or ACA qualified (CTA is an advantage). Strong experience with Xero or other cloud-based accounting software. Experience with Iris preferred but not essential. Excellent communication skills, commercial awareness, and the ability to manage multiple priorities. Benefits: Competitive salary Free parking Hybrid working Flexitime options Private medical insurance Health Assured Programme and sick pay Bonus scheme Real opportunities for career progression in a supportive and dynamic environment This is a great opportunity for an ambitious accountant looking to advance their career, take on more responsibility, and eventually step into a client management role. Benefits: Free parking On-site parking
Audit Senior Manager Winchester £65,000 - £75,000 We are working with a well-established and highly regarded accountancy and tax advisory practice with offices across Central and Southern England. The firm has a strong reputation for its expertise in the farming and agricultural sector, landed estates, and private client services, and is part of a growing Top 40 accountancy group. Following continued expansion, an exciting opportunity has been created for an Audit Senior Manager to join the team in Winchester. What's great about this Audit Senior Manager role? Hybrid working & Flexible working hours. Flexible bank holidays. Clear progression opportunities within a growing firm. Exposure to a broad and varied client base. Ongoing training and development, including leadership programmes. Supportive and collaborative team environment. Your role as an Audit Senior Manager: Manage a diverse portfolio of clients, acting as the primary point of contact. Lead audit assignments from planning through to completion. Oversee budgets, billing, recovery, and client satisfaction. Provide technical and commercial advice to clients. Respond to ad hoc client queries. Support business development activities, including tenders and proposals. Contribute to the wider audit and compliance team strategy. Line manage and develop junior team members. Deliver training and stay up to date with audit and accounting developments. What you'll need to succeed: ACA or ACCA qualified Minimum 3 years' post-qualified UK audit experience. Previous experience operating at Manager level or above. Proven track record of delivering high-quality audits. Strong commercial awareness and proactive mindset. Excellent communication, interpersonal, and client management skills. Interest or experience in business development. What next: I am looking for an ambitious Audit Senior Manager to join this growing team. Please get in touch for further details: 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.
Jul 07, 2026
Full time
Audit Senior Manager Winchester £65,000 - £75,000 We are working with a well-established and highly regarded accountancy and tax advisory practice with offices across Central and Southern England. The firm has a strong reputation for its expertise in the farming and agricultural sector, landed estates, and private client services, and is part of a growing Top 40 accountancy group. Following continued expansion, an exciting opportunity has been created for an Audit Senior Manager to join the team in Winchester. What's great about this Audit Senior Manager role? Hybrid working & Flexible working hours. Flexible bank holidays. Clear progression opportunities within a growing firm. Exposure to a broad and varied client base. Ongoing training and development, including leadership programmes. Supportive and collaborative team environment. Your role as an Audit Senior Manager: Manage a diverse portfolio of clients, acting as the primary point of contact. Lead audit assignments from planning through to completion. Oversee budgets, billing, recovery, and client satisfaction. Provide technical and commercial advice to clients. Respond to ad hoc client queries. Support business development activities, including tenders and proposals. Contribute to the wider audit and compliance team strategy. Line manage and develop junior team members. Deliver training and stay up to date with audit and accounting developments. What you'll need to succeed: ACA or ACCA qualified Minimum 3 years' post-qualified UK audit experience. Previous experience operating at Manager level or above. Proven track record of delivering high-quality audits. Strong commercial awareness and proactive mindset. Excellent communication, interpersonal, and client management skills. Interest or experience in business development. What next: I am looking for an ambitious Audit Senior Manager to join this growing team. Please get in touch for further details: 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.
Blusource Professional Services Ltd
West Bridgford, Nottinghamshire
An established and forward-thinking accountancy firm commutbale from Bingham, West Bridgford, Loughborough and South Nottingham are seeking a Tax and Accounts Professional to join their team. Tax is an important part of this job, but it can either be part or the majority of the work, dependent on your preference the role can include managing the Tax department if that suits your skills and ambitions The firm can also hire at an Accountant role (doing the work) or more of a Supervisor / Manager level, reviewing work and overseeing clients and potentially staff work The firm are now seeking to hire a qualified (or potentially qualified by experience), senior member of the team, who can come in and hit the ground running. There is now a vacancy that can be any mix of accounts and tax, or it can be a role that focuses on one area of the two. The firm are ultimately open on the level and type of person which they hire, as they can shift things internally, to craft a role for the successful applicant. Benefits Hybrid working options Free on-site parking (available outside work hours) Lunches provided and a stocked staff kitchen Negotiable holiday allowance Potential for private medical cover after an initial period The firm are open within reason on the experience of the chosen person and can agree a bespoke salary and reward package to secure the right person for the long-term. They are seeking to hire a professional, who will get involved in personal and corporate tax work alongside accounts, with ideally an AAT and/or CTA/ACA/ACCA qualification to go alongside this. Main responsibilities (This list can be changed to suit the experience and wishes of the chosen candidate, with the blend of tax and accounts able to be changed): Accounts preparation, review of accounts and management of client accounts. Prepare/review CT600s, tax comps and iXBRL for SMEs; manage quarterly payments and group relief where relevant. Review quarterly/annual PSA, P11D(b) Capital allowances, loss relief, disclosures, and s455/DLA matters. File returns through TaxCalc Maintain WIP Shareholder extraction planning (salary/dividend mix), close company issues, s455/beneficial loans. CGT/Business Asset Disposal Relief, hold-over/gift relief basics; share reorganisations support. Property tax (individual/company), interest restrictions, ATED awareness. IHT basics (nil-rate bands, gifts, PETs/CLTs) and estate/trust compliance exposure. VAT touchpoints (registration, partial exemptions basics, option to tax triage) with hand-offs to specialists as needed. HMRC enquiries: draft responses, manage information requests, negotiate simple settlements. This is an excellent opportunity to build your tax knowledge while working alongside experienced professionals in a collaborative environment.
Jul 07, 2026
Full time
An established and forward-thinking accountancy firm commutbale from Bingham, West Bridgford, Loughborough and South Nottingham are seeking a Tax and Accounts Professional to join their team. Tax is an important part of this job, but it can either be part or the majority of the work, dependent on your preference the role can include managing the Tax department if that suits your skills and ambitions The firm can also hire at an Accountant role (doing the work) or more of a Supervisor / Manager level, reviewing work and overseeing clients and potentially staff work The firm are now seeking to hire a qualified (or potentially qualified by experience), senior member of the team, who can come in and hit the ground running. There is now a vacancy that can be any mix of accounts and tax, or it can be a role that focuses on one area of the two. The firm are ultimately open on the level and type of person which they hire, as they can shift things internally, to craft a role for the successful applicant. Benefits Hybrid working options Free on-site parking (available outside work hours) Lunches provided and a stocked staff kitchen Negotiable holiday allowance Potential for private medical cover after an initial period The firm are open within reason on the experience of the chosen person and can agree a bespoke salary and reward package to secure the right person for the long-term. They are seeking to hire a professional, who will get involved in personal and corporate tax work alongside accounts, with ideally an AAT and/or CTA/ACA/ACCA qualification to go alongside this. Main responsibilities (This list can be changed to suit the experience and wishes of the chosen candidate, with the blend of tax and accounts able to be changed): Accounts preparation, review of accounts and management of client accounts. Prepare/review CT600s, tax comps and iXBRL for SMEs; manage quarterly payments and group relief where relevant. Review quarterly/annual PSA, P11D(b) Capital allowances, loss relief, disclosures, and s455/DLA matters. File returns through TaxCalc Maintain WIP Shareholder extraction planning (salary/dividend mix), close company issues, s455/beneficial loans. CGT/Business Asset Disposal Relief, hold-over/gift relief basics; share reorganisations support. Property tax (individual/company), interest restrictions, ATED awareness. IHT basics (nil-rate bands, gifts, PETs/CLTs) and estate/trust compliance exposure. VAT touchpoints (registration, partial exemptions basics, option to tax triage) with hand-offs to specialists as needed. HMRC enquiries: draft responses, manage information requests, negotiate simple settlements. This is an excellent opportunity to build your tax knowledge while working alongside experienced professionals in a collaborative environment.
A growing professional services firm is looking to appoint an experienced Private Client Tax Manager or Senior Manager to join its compliance-focused private client team. This is a strong opportunity for someone who enjoys managing their own portfolio, building long-term client relationships and taking ownership of complex private client tax work, particularly around trusts, estates, IHT, TRS and personal tax compliance . The role would suit someone already operating at Assistant Manager level or above who is ready for more ownership, broader client exposure and the chance to support the development of junior team members. The role You will manage a varied private client portfolio, acting as the main day-to-day contact and ensuring all compliance work is delivered accurately and on time. Typical work will include: Managing a portfolio of private client, trust and estate tax cases Preparing and reviewing Self Assessment tax returns Handling trust and estate compliance matters, including TRS requirements Supporting with IHT returns and related estate administration matters Preparing CGT calculations and real-time CGT reporting where required Reviewing work prepared by junior members of the team Monitoring deadlines, workflow, WIP and billing across your portfolio Identifying additional client needs and opportunities for wider advisory support Supporting process improvements and the use of technology within the team Coaching and mentoring junior colleagues Liaising with internal advisory specialists where more complex planning work is required About you You will ideally have a strong background in private client tax compliance gained within an accountancy practice, tax advisory firm, legal/professional services environment or similar. The firm is particularly keen to speak with people who have hands-on experience across trusts, estates, TRS and IHT compliance , as this will form an important part of the portfolio. You will need: A relevant tax or professional qualification, such as ATT, CTA, STEP, CA, ACCA or equivalent Private client tax compliance experience at Assistant Manager level or above Experience managing or supporting a client portfolio Strong technical knowledge across personal tax, trusts and estates Confidence dealing directly with clients The ability to review work and support junior team members Good organisation and deadline management skills A practical, client-focused approach Experience with estate administration or tax software such as CCH would be useful, but is not essential. Why this role? This is a chance to join a well-established, growing professional services business with a strong private client offering and a collaborative culture. You will have the opportunity to take real ownership of your work, build strong client relationships and continue developing technically, while also supporting and mentoring others in the team. The firm offers: Hybrid working Flexible working culture Private medical cover Enhanced family leave Pension and life assurance Employee wellbeing support Paid volunteering time Ongoing training and career development This would be a good move for someone who enjoys private client tax, wants a role with genuine responsibility and is looking for a supportive environment where they can continue progressing.
Jul 06, 2026
Full time
A growing professional services firm is looking to appoint an experienced Private Client Tax Manager or Senior Manager to join its compliance-focused private client team. This is a strong opportunity for someone who enjoys managing their own portfolio, building long-term client relationships and taking ownership of complex private client tax work, particularly around trusts, estates, IHT, TRS and personal tax compliance . The role would suit someone already operating at Assistant Manager level or above who is ready for more ownership, broader client exposure and the chance to support the development of junior team members. The role You will manage a varied private client portfolio, acting as the main day-to-day contact and ensuring all compliance work is delivered accurately and on time. Typical work will include: Managing a portfolio of private client, trust and estate tax cases Preparing and reviewing Self Assessment tax returns Handling trust and estate compliance matters, including TRS requirements Supporting with IHT returns and related estate administration matters Preparing CGT calculations and real-time CGT reporting where required Reviewing work prepared by junior members of the team Monitoring deadlines, workflow, WIP and billing across your portfolio Identifying additional client needs and opportunities for wider advisory support Supporting process improvements and the use of technology within the team Coaching and mentoring junior colleagues Liaising with internal advisory specialists where more complex planning work is required About you You will ideally have a strong background in private client tax compliance gained within an accountancy practice, tax advisory firm, legal/professional services environment or similar. The firm is particularly keen to speak with people who have hands-on experience across trusts, estates, TRS and IHT compliance , as this will form an important part of the portfolio. You will need: A relevant tax or professional qualification, such as ATT, CTA, STEP, CA, ACCA or equivalent Private client tax compliance experience at Assistant Manager level or above Experience managing or supporting a client portfolio Strong technical knowledge across personal tax, trusts and estates Confidence dealing directly with clients The ability to review work and support junior team members Good organisation and deadline management skills A practical, client-focused approach Experience with estate administration or tax software such as CCH would be useful, but is not essential. Why this role? This is a chance to join a well-established, growing professional services business with a strong private client offering and a collaborative culture. You will have the opportunity to take real ownership of your work, build strong client relationships and continue developing technically, while also supporting and mentoring others in the team. The firm offers: Hybrid working Flexible working culture Private medical cover Enhanced family leave Pension and life assurance Employee wellbeing support Paid volunteering time Ongoing training and career development This would be a good move for someone who enjoys private client tax, wants a role with genuine responsibility and is looking for a supportive environment where they can continue progressing.