Private Client Tax Manager Thames Valley Hybrid A well-established and highly regarded independent accountancy firm is looking to appoint an experienced Private Client Tax Manager into a key leadership role within its growing tax team. This position offers the opportunity to take ownership of a varied portfolio covering individuals, trusts, estates and partnerships, while also playing a central role in developing the team and helping drive improvements across the wider tax function. The role includes exposure to a broad range of private client matters including CGT, IHT, trusts, residence and domicile issues, alongside responsibility for reviewing complex self-assessment returns and overseeing employment-related compliance. You'll work closely with senior leadership, act as a trusted adviser to clients and mentor junior team members, making this an excellent opportunity for someone seeking greater visibility and long-term progression. The successful candidate will be CTA qualified (or equivalent) with strong private client tax experience, excellent communication skills and previous experience managing client portfolios and supervising staff. The firm offers a collaborative culture, strong technical work, hybrid flexibility and a competitive salary and benefits package. For full information, click the apply button now and we'll arrange a call back at a time convenient to you.
Jul 30, 2026
Full time
Private Client Tax Manager Thames Valley Hybrid A well-established and highly regarded independent accountancy firm is looking to appoint an experienced Private Client Tax Manager into a key leadership role within its growing tax team. This position offers the opportunity to take ownership of a varied portfolio covering individuals, trusts, estates and partnerships, while also playing a central role in developing the team and helping drive improvements across the wider tax function. The role includes exposure to a broad range of private client matters including CGT, IHT, trusts, residence and domicile issues, alongside responsibility for reviewing complex self-assessment returns and overseeing employment-related compliance. You'll work closely with senior leadership, act as a trusted adviser to clients and mentor junior team members, making this an excellent opportunity for someone seeking greater visibility and long-term progression. The successful candidate will be CTA qualified (or equivalent) with strong private client tax experience, excellent communication skills and previous experience managing client portfolios and supervising staff. The firm offers a collaborative culture, strong technical work, hybrid flexibility and a competitive salary and benefits package. For full information, click the apply button now and we'll arrange a call back at a time convenient to you.
About this opportunity We are looking for an ambitious individual to join us in our new Birmingham office as an Internal Audit Manager and play a pivotal role in shaping its success. This is an exciting opportunity to be part of our West Midlands expansion. You will be joining a business that consistently demonstrates year-on-year growth and regularly wins audit clients from the Big 4 and Top 10. As we grow, our people-first culture remains central. We're committed to being a responsible business, supporting healthy people, communities, and the environment. From day one, you'll be trusted, empowered, and supported to reach your full potential through diverse, challenging work, interesting clients, and structured development - all within a collaborative, friendly, and high-performing environment. We work with clients across a broad range of the public sector and corporate sectors. Working with a broad portfolio of organisations, you will be looking beyond the core internal audit essentials and will be providing your clients with advice and sector best practice that will really help them deliver on their objectives. This role will suit an experienced Internal Audit professional and you will be encouraged to share ideas and will play a key role in our expanding audit team. As part of the role, you will be given the opportunity to continue to develop your broader management and business development skills. Your responsibilities will include: Leading, planning and delivering a broad range of public sector and corporate internal audit engagements, reporting directly to our local Internal Audit Director Helping to develop our internal audit team, including coaching and mentoring staff to become accomplished risk and control specialists and business advisors, and playing a part in recruitment to further expand the team Monitoring budgets and agreeing fees for each assignment Managing client relationships and expectations, building strong relationships with your clients and ensuring that a quality service is delivered Contributing to business development activities in the sectors in which you operate What we are looking for To be considered for the role, you will have: CIA/ACA Qualification (or equivalent) Experience of managing a broad portfolio of audit clients across some or all of the public sector, wider not-for-profit and corporate sectors The ambition to be a great people manager who enjoys developing and coaching their team Excellent communication and interpersonal skills that enable you to build rapport with people at all levels Strong organisational skills, enthusiasm, with a systematic approach and the ability to work to deadlines A willingness to travel as required A collaborative, team-focused mindset, with a desire to contribute to the overall success of Bishop Fleming Why join us We are an award-winning certified Great Place to Work provider of Audit, Accountancy, Tax and Advisory services in the South West and West Midlands. With a turnover of £48m, we saw growth of almost 15% over the last 12 months. We are also currently ranked fifth in the Accountancy Age Mid-Tier Power Index and are the largest provider of audit services to multi-academy trusts in the academy sector. From owner-managed businesses, SMEs, and large businesses; to entrepreneurs and private individuals; we offer full services across a diverse range of sectors. With 9 offices, over 50 partners, and over 500 people, we have the capability and capacity to meet our clients' needs. From owner-managed businesses to large businesses we have the full-service expertise to advise our clients. We are also a member of Kreston Global, a global network of independent accounting firms in more than 100 countries. We also offer a multifaceted benefits package, which includes: 25 days holiday plus bank holidays Extra time off at Christmas - in addition to your annual leave entitlement, we close between Christmas and New Year A contributory Pension scheme Life assurance Simply Health cashback plan including access to 24/7 online GP service and counselling services Perkbox discounts and rewards platform with over 4,000 perks and discounts Social events with active social committees that plan internal and external events Numerous opportunities for development Please contact Grace Harris, Recruitment Advisor if you would like to discuss this opportunity further. We welcome applicants seeking flexible working arrangements, including part-time working or working from home, to support responsibilities such as caring commitments, further study, or interests outside of work. We are committed to welcoming new people into an inclusive working environment, where everyone has equal opportunity to reach their full potential. We support a culture where people are valued and treated with respect, and where differences are understood and celebrated. The more varied our workforce, the broader the expertise within our business. The broader our expertise, the greater our chances of innovation and success. That's why we're committed to equality of opportunity, diversity and inclusion at every level. As part of our recruitment process and commitment to maintaining a safe and compliant working environment, we conduct background checks on all successful applicants. These checks will include verification of references, confirmation of right to work in the UK, and, where applicable, a standard or enhanced Disclosure and Barring Service (DBS) check. Further details will be provided during the recruitment process. For agencies: Please note that we do not accept unsolicited CVs. Submissions will only be reviewed where a role has been briefed by our Talent Acquisition team.
Jul 30, 2026
Full time
About this opportunity We are looking for an ambitious individual to join us in our new Birmingham office as an Internal Audit Manager and play a pivotal role in shaping its success. This is an exciting opportunity to be part of our West Midlands expansion. You will be joining a business that consistently demonstrates year-on-year growth and regularly wins audit clients from the Big 4 and Top 10. As we grow, our people-first culture remains central. We're committed to being a responsible business, supporting healthy people, communities, and the environment. From day one, you'll be trusted, empowered, and supported to reach your full potential through diverse, challenging work, interesting clients, and structured development - all within a collaborative, friendly, and high-performing environment. We work with clients across a broad range of the public sector and corporate sectors. Working with a broad portfolio of organisations, you will be looking beyond the core internal audit essentials and will be providing your clients with advice and sector best practice that will really help them deliver on their objectives. This role will suit an experienced Internal Audit professional and you will be encouraged to share ideas and will play a key role in our expanding audit team. As part of the role, you will be given the opportunity to continue to develop your broader management and business development skills. Your responsibilities will include: Leading, planning and delivering a broad range of public sector and corporate internal audit engagements, reporting directly to our local Internal Audit Director Helping to develop our internal audit team, including coaching and mentoring staff to become accomplished risk and control specialists and business advisors, and playing a part in recruitment to further expand the team Monitoring budgets and agreeing fees for each assignment Managing client relationships and expectations, building strong relationships with your clients and ensuring that a quality service is delivered Contributing to business development activities in the sectors in which you operate What we are looking for To be considered for the role, you will have: CIA/ACA Qualification (or equivalent) Experience of managing a broad portfolio of audit clients across some or all of the public sector, wider not-for-profit and corporate sectors The ambition to be a great people manager who enjoys developing and coaching their team Excellent communication and interpersonal skills that enable you to build rapport with people at all levels Strong organisational skills, enthusiasm, with a systematic approach and the ability to work to deadlines A willingness to travel as required A collaborative, team-focused mindset, with a desire to contribute to the overall success of Bishop Fleming Why join us We are an award-winning certified Great Place to Work provider of Audit, Accountancy, Tax and Advisory services in the South West and West Midlands. With a turnover of £48m, we saw growth of almost 15% over the last 12 months. We are also currently ranked fifth in the Accountancy Age Mid-Tier Power Index and are the largest provider of audit services to multi-academy trusts in the academy sector. From owner-managed businesses, SMEs, and large businesses; to entrepreneurs and private individuals; we offer full services across a diverse range of sectors. With 9 offices, over 50 partners, and over 500 people, we have the capability and capacity to meet our clients' needs. From owner-managed businesses to large businesses we have the full-service expertise to advise our clients. We are also a member of Kreston Global, a global network of independent accounting firms in more than 100 countries. We also offer a multifaceted benefits package, which includes: 25 days holiday plus bank holidays Extra time off at Christmas - in addition to your annual leave entitlement, we close between Christmas and New Year A contributory Pension scheme Life assurance Simply Health cashback plan including access to 24/7 online GP service and counselling services Perkbox discounts and rewards platform with over 4,000 perks and discounts Social events with active social committees that plan internal and external events Numerous opportunities for development Please contact Grace Harris, Recruitment Advisor if you would like to discuss this opportunity further. We welcome applicants seeking flexible working arrangements, including part-time working or working from home, to support responsibilities such as caring commitments, further study, or interests outside of work. We are committed to welcoming new people into an inclusive working environment, where everyone has equal opportunity to reach their full potential. We support a culture where people are valued and treated with respect, and where differences are understood and celebrated. The more varied our workforce, the broader the expertise within our business. The broader our expertise, the greater our chances of innovation and success. That's why we're committed to equality of opportunity, diversity and inclusion at every level. As part of our recruitment process and commitment to maintaining a safe and compliant working environment, we conduct background checks on all successful applicants. These checks will include verification of references, confirmation of right to work in the UK, and, where applicable, a standard or enhanced Disclosure and Barring Service (DBS) check. Further details will be provided during the recruitment process. For agencies: Please note that we do not accept unsolicited CVs. Submissions will only be reviewed where a role has been briefed by our Talent Acquisition team.
Your new company Join a fast-growing, independent practice with an excellent reputation for technical expertise and client service. With a number of growing offices and a flexible hybrid working model, you'll become part of a highly respected Private Client team during an exciting period of growth. Working alongside experienced tax specialists, you'll have the opportunity to develop your career while supporting a diverse and interesting client base. Your new role As a Senior Manager within the Private Client team, you will lead the delivery of personal tax compliance services for a portfolio of high-net-worth individuals, entrepreneurs, business owners and trustees. Alongside managing complex compliance matters, you will identify advisory opportunities for the team and provide guidance on areas including inheritance tax, trusts, estates and succession planning. You will act as a trusted adviser to clients and professional intermediaries, while also supporting and developing junior team members and contributing to the continued growth of the Private Client service line. What you'll need to succeed You will have significant experience within a Private Client or Personal Tax environment and a strong track record of managing complex personal tax compliance work. Strong technical knowledge across a range of personal tax issue is essential, along with the ability to build lasting client relationships. You should be comfortable leading a varied portfolio, managing competing priorities and mentoring others. CTA qualification is preferred, although ACA, ATT or equivalent qualifications with substantial relevant experience will also be considered. What you'll get in return In return, you'll receive a competitive salary and benefits package, as well as the opportunity to participate in an employee share reward scheme. You'll gain exposure to high-quality compliance and advisory work, enjoy flexible hybrid working and be part of a collaborative culture that genuinely values work-life balance. Most importantly, you'll have the chance to play a key role in the continued expansion of one of the UK's fastest-growing specialist tax practices. What you need to do now If you're an experienced Private Client Tax professional looking for a senior leadership role where you can combine technical expertise and team development, we'd love to hear from you. Apply today or get in touch for a confidential discussion to find out more. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Jul 29, 2026
Full time
Your new company Join a fast-growing, independent practice with an excellent reputation for technical expertise and client service. With a number of growing offices and a flexible hybrid working model, you'll become part of a highly respected Private Client team during an exciting period of growth. Working alongside experienced tax specialists, you'll have the opportunity to develop your career while supporting a diverse and interesting client base. Your new role As a Senior Manager within the Private Client team, you will lead the delivery of personal tax compliance services for a portfolio of high-net-worth individuals, entrepreneurs, business owners and trustees. Alongside managing complex compliance matters, you will identify advisory opportunities for the team and provide guidance on areas including inheritance tax, trusts, estates and succession planning. You will act as a trusted adviser to clients and professional intermediaries, while also supporting and developing junior team members and contributing to the continued growth of the Private Client service line. What you'll need to succeed You will have significant experience within a Private Client or Personal Tax environment and a strong track record of managing complex personal tax compliance work. Strong technical knowledge across a range of personal tax issue is essential, along with the ability to build lasting client relationships. You should be comfortable leading a varied portfolio, managing competing priorities and mentoring others. CTA qualification is preferred, although ACA, ATT or equivalent qualifications with substantial relevant experience will also be considered. What you'll get in return In return, you'll receive a competitive salary and benefits package, as well as the opportunity to participate in an employee share reward scheme. You'll gain exposure to high-quality compliance and advisory work, enjoy flexible hybrid working and be part of a collaborative culture that genuinely values work-life balance. Most importantly, you'll have the chance to play a key role in the continued expansion of one of the UK's fastest-growing specialist tax practices. What you need to do now If you're an experienced Private Client Tax professional looking for a senior leadership role where you can combine technical expertise and team development, we'd love to hear from you. Apply today or get in touch for a confidential discussion to find out more. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Our client, a successful and growing accountancy practice is recruiting for an Accounts & Tax Manager to join the rural accounts and advisory team at the firm's Banbury office. The ideal candidate will be ACCA or ACA qualified, and /or CTA. This growing firm will offer a salary in line with experience with regular reviews, and a good benefits package including private medical cover and medical cash plan, flexible working policy, enhanced maternity, death in service cover and a range of voluntary benefits. The varied client base includes landed estates, farms and rural businesses, and equine and bloodstock and as Accounts & Tax Manager you will provide a bespoke accountancy and tax planning services to each client. The successful candidate will also play a key role in developing the team, both through business development and staff development. As Accounts & Tax Manager your responsibilities will include: Manage a portfolio of rural clients which will involve significant internal liaison, meetings with clients, approve technically robust tax computations, identify technical issues, deliver complex tax advisory outcomes, maintain technical knowledge, and provide exceptional client service in line with the firm's Service Charter Demonstrate exceptional technical knowledge and deliver this to clients through robust, effective advisory reporting and guidance Manage and develop the team, conduct reviews, provide feedback, delegate appropriately, and build a confident, technically capable team Drive process efficiency and technology adoption, oversee WIP and billing, maintain compliance trackers, drive team productivity through recoveries and chargeable output, ensure files meet quality standards, and support client onboarding Identify advisory opportunities both within existing clients and new clients, support partners on complex client matters and attend external events to build personal and the firm's profile Collaborate with other teams and contribute to wider firm initiatives including best practice and technology projects Please do apply if you fit the profile below: Qualified ACA or ACCA and/or CTA with exposure to a varied client base Significant tax and accounts experience gained within a UK accountancy practice Strong knowledge of UK GAAP, FRS105, FRS102 1A, Income Tax, VAT, Inheritance Tax, Capital Gains Tax, Trusts and Estates and HMRC Investigations A keen and insightful appreciation of the issues facing rural clients and an ability to deliver bespoke tax solutions to meet their needs Excellent communication and interpersonal skills Analytical and commercial approach to resolving issues Live within commuting distance Willing to work outside normal hours if necessary Submit your CV for this Accounts & Tax Manager role Unfortunately, we cannot accept applications for this role from candidates that do not have the right to work in the UK, or require visa sponsorship , either currently or in the future. This includes those currently on a student or graduate visa. Additionally, candidates must have experience gained within UK accountancy practice. We stipulate these criteria due to the high volume of applications from outside of the UK. Due to the high volume of applications we receive it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within five days please assume that on this occasion your application has not been successful.
Jul 29, 2026
Full time
Our client, a successful and growing accountancy practice is recruiting for an Accounts & Tax Manager to join the rural accounts and advisory team at the firm's Banbury office. The ideal candidate will be ACCA or ACA qualified, and /or CTA. This growing firm will offer a salary in line with experience with regular reviews, and a good benefits package including private medical cover and medical cash plan, flexible working policy, enhanced maternity, death in service cover and a range of voluntary benefits. The varied client base includes landed estates, farms and rural businesses, and equine and bloodstock and as Accounts & Tax Manager you will provide a bespoke accountancy and tax planning services to each client. The successful candidate will also play a key role in developing the team, both through business development and staff development. As Accounts & Tax Manager your responsibilities will include: Manage a portfolio of rural clients which will involve significant internal liaison, meetings with clients, approve technically robust tax computations, identify technical issues, deliver complex tax advisory outcomes, maintain technical knowledge, and provide exceptional client service in line with the firm's Service Charter Demonstrate exceptional technical knowledge and deliver this to clients through robust, effective advisory reporting and guidance Manage and develop the team, conduct reviews, provide feedback, delegate appropriately, and build a confident, technically capable team Drive process efficiency and technology adoption, oversee WIP and billing, maintain compliance trackers, drive team productivity through recoveries and chargeable output, ensure files meet quality standards, and support client onboarding Identify advisory opportunities both within existing clients and new clients, support partners on complex client matters and attend external events to build personal and the firm's profile Collaborate with other teams and contribute to wider firm initiatives including best practice and technology projects Please do apply if you fit the profile below: Qualified ACA or ACCA and/or CTA with exposure to a varied client base Significant tax and accounts experience gained within a UK accountancy practice Strong knowledge of UK GAAP, FRS105, FRS102 1A, Income Tax, VAT, Inheritance Tax, Capital Gains Tax, Trusts and Estates and HMRC Investigations A keen and insightful appreciation of the issues facing rural clients and an ability to deliver bespoke tax solutions to meet their needs Excellent communication and interpersonal skills Analytical and commercial approach to resolving issues Live within commuting distance Willing to work outside normal hours if necessary Submit your CV for this Accounts & Tax Manager role Unfortunately, we cannot accept applications for this role from candidates that do not have the right to work in the UK, or require visa sponsorship , either currently or in the future. This includes those currently on a student or graduate visa. Additionally, candidates must have experience gained within UK accountancy practice. We stipulate these criteria due to the high volume of applications from outside of the UK. Due to the high volume of applications we receive it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within five days please assume that on this occasion your application has not been successful.
Senior Tax Manager - Private Client 3 days in office Tired of being a small cog in a private equity machine? Come and build something that's actually yours. If you've had enough of consolidator-owned firms chasing short-term margins, endless restructures, and "progression" that never quite materialises, this one's worth a look. A genuinely independent, partner-led accountancy practice, with no private equity, no external investors, and no hidden agenda. Just a well-established, fast-growing Midlands firm that's owned and run by the people who work in it. That means decisions are made for the long term, careers are built on merit, and partnership is a realistic, achievable goal, not a rumour. They are looking for a Senior Tax Manager to lead and build Private Client team, a role with real autonomy, direct access to partners, and a genuine say in how the department grows. What you'll be doing: Leading the Personal and Trust Tax compliance service, including review and sign-off of returns Delivering advisory work across Trusts, Inheritance Tax, CGT, offshore trusts and international tax matters Overseeing 60-day CGT Returns, Trust Registration Service, Trust IHT Returns and CRS reporting Acting as a trusted point of contact for HMRC, clients and professional advisers Managing complex client relationships and associated risk Leading, coaching and developing your team: recruitment, appraisals, training, the lot Owning workflow, WIP, billing and recoveries for your area Getting involved in business development, networking and technical marketing, as much or as little as suits your ambitions What we're looking for: CTA, ACA or ACCA qualified (or equivalent experience) Significant Private Client Tax and Trust experience Strong technical grounding in Personal Tax, Trusts, IHT and CGT Proven experience leading or managing a team Commercially minded, with strong client relationship skills Nice to have (not essential): International or offshore trust experience Business development track record Experience leading advisory projects If you want to build a career, not just fill a seat, get in touch. At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer. By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.
Jul 29, 2026
Full time
Senior Tax Manager - Private Client 3 days in office Tired of being a small cog in a private equity machine? Come and build something that's actually yours. If you've had enough of consolidator-owned firms chasing short-term margins, endless restructures, and "progression" that never quite materialises, this one's worth a look. A genuinely independent, partner-led accountancy practice, with no private equity, no external investors, and no hidden agenda. Just a well-established, fast-growing Midlands firm that's owned and run by the people who work in it. That means decisions are made for the long term, careers are built on merit, and partnership is a realistic, achievable goal, not a rumour. They are looking for a Senior Tax Manager to lead and build Private Client team, a role with real autonomy, direct access to partners, and a genuine say in how the department grows. What you'll be doing: Leading the Personal and Trust Tax compliance service, including review and sign-off of returns Delivering advisory work across Trusts, Inheritance Tax, CGT, offshore trusts and international tax matters Overseeing 60-day CGT Returns, Trust Registration Service, Trust IHT Returns and CRS reporting Acting as a trusted point of contact for HMRC, clients and professional advisers Managing complex client relationships and associated risk Leading, coaching and developing your team: recruitment, appraisals, training, the lot Owning workflow, WIP, billing and recoveries for your area Getting involved in business development, networking and technical marketing, as much or as little as suits your ambitions What we're looking for: CTA, ACA or ACCA qualified (or equivalent experience) Significant Private Client Tax and Trust experience Strong technical grounding in Personal Tax, Trusts, IHT and CGT Proven experience leading or managing a team Commercially minded, with strong client relationship skills Nice to have (not essential): International or offshore trust experience Business development track record Experience leading advisory projects If you want to build a career, not just fill a seat, get in touch. At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer. By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.
Your new company Hays are delighted to be partnering with a highly regarded independent accountancy and advisory firm based in Leeds to recruit a Personal Tax Manager. This is a fantastic opportunity to join a well-established practice that has built an excellent reputation for delivering exceptional client service whilst maintaining a genuinely supportive and collaborative culture. Unlike larger corporate environments, this independent firm offers employees the opportunity to make a visible impact, build strong client relationships and play a key role in shaping the continued growth of the tax function. The business prides itself on its people-first approach, low staff turnover and commitment to professional development. Your new role As Personal Tax Manager, you will take responsibility for managing a varied portfolio of personal tax clients, including high-net-worth individuals, business owners, entrepreneurs, trusts and partnerships. Key responsibilities will include: Managing a diverse portfolio of personal tax clients. Reviewing and preparing personal tax returns. Providing high-quality tax compliance and advisory services. Building and maintaining strong relationships with clients and internal stakeholders. Identifying tax planning opportunities and delivering bespoke advice. Supporting and mentoring junior members of the tax team. Assisting Partners and Directors with complex advisory projects. Contributing to business development and networking activities where appropriate. What you'll need to succeed CTA qualified, ATT qualified or qualified by experience. Proven experience managing a personal tax portfolio within practice. Strong technical personal tax knowledge. Excellent client-facing and relationship management skills. Experience reviewing work and supporting junior team members. A proactive and commercial approach to problem-solving. Strong communication and organisational skills. What you'll get in return Competitive salary and benefits package. Clear progression opportunities with access to senior leadership. Varied and interesting work Supportive and collaborative team culture. Exposure to a high-quality and diverse client base. Excellent work-life balance. Ongoing professional development and training. What you need to do now If you're interested in this Personal Tax Manager role in Leeds, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Jul 29, 2026
Full time
Your new company Hays are delighted to be partnering with a highly regarded independent accountancy and advisory firm based in Leeds to recruit a Personal Tax Manager. This is a fantastic opportunity to join a well-established practice that has built an excellent reputation for delivering exceptional client service whilst maintaining a genuinely supportive and collaborative culture. Unlike larger corporate environments, this independent firm offers employees the opportunity to make a visible impact, build strong client relationships and play a key role in shaping the continued growth of the tax function. The business prides itself on its people-first approach, low staff turnover and commitment to professional development. Your new role As Personal Tax Manager, you will take responsibility for managing a varied portfolio of personal tax clients, including high-net-worth individuals, business owners, entrepreneurs, trusts and partnerships. Key responsibilities will include: Managing a diverse portfolio of personal tax clients. Reviewing and preparing personal tax returns. Providing high-quality tax compliance and advisory services. Building and maintaining strong relationships with clients and internal stakeholders. Identifying tax planning opportunities and delivering bespoke advice. Supporting and mentoring junior members of the tax team. Assisting Partners and Directors with complex advisory projects. Contributing to business development and networking activities where appropriate. What you'll need to succeed CTA qualified, ATT qualified or qualified by experience. Proven experience managing a personal tax portfolio within practice. Strong technical personal tax knowledge. Excellent client-facing and relationship management skills. Experience reviewing work and supporting junior team members. A proactive and commercial approach to problem-solving. Strong communication and organisational skills. What you'll get in return Competitive salary and benefits package. Clear progression opportunities with access to senior leadership. Varied and interesting work Supportive and collaborative team culture. Exposure to a high-quality and diverse client base. Excellent work-life balance. Ongoing professional development and training. What you need to do now If you're interested in this Personal Tax Manager role in Leeds, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
If you're an experienced Tax Advisory Manager who enjoys solving complex tax challenges and building trusted relationships with clients, this could be the opportunity you've been waiting for. Many tax professionals find themselves spending too much time on compliance and not enough time delivering the strategic advice that genuinely adds value. This role offers the chance to focus on high-level private client planning, working with individuals, families and business owners on matters that have a real impact on their financial future. As a Tax Advisory Manager, you'll work on sophisticated tax planning projects covering inheritance tax, trusts, family investment companies and wider wealth preservation strategies. You'll be trusted to provide expert guidance, influence outcomes and help develop less experienced team members along the way. For an ambitious Tax Advisory Manager seeking greater variety, autonomy and career progression, this is an opportunity to join a forward-thinking advisory environment where your expertise will be recognised and rewarded. Role Overview Lead complex private client tax planning projects from initial strategy through to implementation Advise clients on inheritance tax planning, trusts, family investment companies and wealth preservation structures Prepare and review detailed tax analyses, technical reports and project plans Liaise with solicitors, HMRC and other stakeholders to ensure successful project delivery Identify tax planning opportunities and develop practical solutions for clients Review technical work completed by other members of the tax team Mentor and support colleagues to develop their technical knowledge and advisory skills The Ideal Candidate CTA qualified, or equivalent, preferred but not essential Strong private client tax advisory experience with exposure to inheritance tax planning Sound technical knowledge across direct taxes including CGT, Income Tax and related planning matters Comfortable interpreting legislation, case law and complex technical issues Excellent communication skills with the ability to build trusted client relationships Commercially aware with a proactive and solutions-focused approach Enjoys supporting and developing junior team members What's on Offer Base salary up to £90,000, dependent upon experience Company car or car allowance Profit share scheme Private medical insurance Flexible working hours, including one day from home per week Free quality lunches four days per week Team building events and reward lunches Genuine opportunities for professional development and progression Supportive and collaborative working environment Register your interest by applying today or call Ash Ball on 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/261297 - Tax Advisory Manager
Jul 29, 2026
Full time
If you're an experienced Tax Advisory Manager who enjoys solving complex tax challenges and building trusted relationships with clients, this could be the opportunity you've been waiting for. Many tax professionals find themselves spending too much time on compliance and not enough time delivering the strategic advice that genuinely adds value. This role offers the chance to focus on high-level private client planning, working with individuals, families and business owners on matters that have a real impact on their financial future. As a Tax Advisory Manager, you'll work on sophisticated tax planning projects covering inheritance tax, trusts, family investment companies and wider wealth preservation strategies. You'll be trusted to provide expert guidance, influence outcomes and help develop less experienced team members along the way. For an ambitious Tax Advisory Manager seeking greater variety, autonomy and career progression, this is an opportunity to join a forward-thinking advisory environment where your expertise will be recognised and rewarded. Role Overview Lead complex private client tax planning projects from initial strategy through to implementation Advise clients on inheritance tax planning, trusts, family investment companies and wealth preservation structures Prepare and review detailed tax analyses, technical reports and project plans Liaise with solicitors, HMRC and other stakeholders to ensure successful project delivery Identify tax planning opportunities and develop practical solutions for clients Review technical work completed by other members of the tax team Mentor and support colleagues to develop their technical knowledge and advisory skills The Ideal Candidate CTA qualified, or equivalent, preferred but not essential Strong private client tax advisory experience with exposure to inheritance tax planning Sound technical knowledge across direct taxes including CGT, Income Tax and related planning matters Comfortable interpreting legislation, case law and complex technical issues Excellent communication skills with the ability to build trusted client relationships Commercially aware with a proactive and solutions-focused approach Enjoys supporting and developing junior team members What's on Offer Base salary up to £90,000, dependent upon experience Company car or car allowance Profit share scheme Private medical insurance Flexible working hours, including one day from home per week Free quality lunches four days per week Team building events and reward lunches Genuine opportunities for professional development and progression Supportive and collaborative working environment Register your interest by applying today or call Ash Ball on 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/261297 - Tax Advisory Manager
Our client, a successful and growing accountancy practice is recruiting for an Accounts & Tax Manager to join the rural accounts and advisory team at the firm's Stratford-upon-Avon office. The ideal candidate will be ACCA or ACA qualified, and /or CTA. This growing firm will offer a salary in line with experience with regular reviews, and a good benefits package including private medical cover and medical cash plan, flexible working policy, enhanced maternity, death in service cover and a range of voluntary benefits. The varied client base includes landed estates, farms and rural businesses, and equine and bloodstock and as Accounts & Tax Manager you will provide a bespoke accountancy and tax planning services to each client. The successful candidate will also play a key role in developing the team, both through business development and staff development. As Accounts & Tax Manager your responsibilities will include: Manage a portfolio of rural clients which will involve significant internal liaison, meetings with clients, approve technically robust tax computations, identify technical issues, deliver complex tax advisory outcomes, maintain technical knowledge, and provide exceptional client service in line with the firm's Service Charter Demonstrate exceptional technical knowledge and deliver this to clients through robust, effective advisory reporting and guidance Manage and develop the team, conduct reviews, provide feedback, delegate appropriately, and build a confident, technically capable team Drive process efficiency and technology adoption, oversee WIP and billing, maintain compliance trackers, drive team productivity through recoveries and chargeable output, ensure files meet quality standards, and support client onboarding Identify advisory opportunities both within existing clients and new clients, support partners on complex client matters and attend external events to build personal and the firm's profile Collaborate with other teams and contribute to wider firm initiatives including best practice and technology projects Please do apply if you fit the profile below: Qualified ACA or ACCA and/or CTA with exposure to a varied client base Significant tax and accounts experience gained within a UK accountancy practice Strong knowledge of UK GAAP, FRS105, FRS102 1A, Income Tax, VAT, Inheritance Tax, Capital Gains Tax, Trusts and Estates and HMRC Investigations A keen and insightful appreciation of the issues facing rural clients and an ability to deliver bespoke tax solutions to meet their needs Excellent communication and interpersonal skills Analytical and commercial approach to resolving issues Live within commuting distance Willing to work outside normal hours if necessary Submit your CV for this Accounts & Tax Manager role Unfortunately, we cannot accept applications for this role from candidates that do not have the right to work in the UK, or require visa sponsorship , either currently or in the future. This includes those currently on a student or graduate visa. Additionally, candidates must have experience gained within UK accountancy practice. We stipulate these criteria due to the high volume of applications from outside of the UK. Due to the high volume of applications we receive it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within five days please assume that on this occasion your application has not been successful.
Jul 29, 2026
Full time
Our client, a successful and growing accountancy practice is recruiting for an Accounts & Tax Manager to join the rural accounts and advisory team at the firm's Stratford-upon-Avon office. The ideal candidate will be ACCA or ACA qualified, and /or CTA. This growing firm will offer a salary in line with experience with regular reviews, and a good benefits package including private medical cover and medical cash plan, flexible working policy, enhanced maternity, death in service cover and a range of voluntary benefits. The varied client base includes landed estates, farms and rural businesses, and equine and bloodstock and as Accounts & Tax Manager you will provide a bespoke accountancy and tax planning services to each client. The successful candidate will also play a key role in developing the team, both through business development and staff development. As Accounts & Tax Manager your responsibilities will include: Manage a portfolio of rural clients which will involve significant internal liaison, meetings with clients, approve technically robust tax computations, identify technical issues, deliver complex tax advisory outcomes, maintain technical knowledge, and provide exceptional client service in line with the firm's Service Charter Demonstrate exceptional technical knowledge and deliver this to clients through robust, effective advisory reporting and guidance Manage and develop the team, conduct reviews, provide feedback, delegate appropriately, and build a confident, technically capable team Drive process efficiency and technology adoption, oversee WIP and billing, maintain compliance trackers, drive team productivity through recoveries and chargeable output, ensure files meet quality standards, and support client onboarding Identify advisory opportunities both within existing clients and new clients, support partners on complex client matters and attend external events to build personal and the firm's profile Collaborate with other teams and contribute to wider firm initiatives including best practice and technology projects Please do apply if you fit the profile below: Qualified ACA or ACCA and/or CTA with exposure to a varied client base Significant tax and accounts experience gained within a UK accountancy practice Strong knowledge of UK GAAP, FRS105, FRS102 1A, Income Tax, VAT, Inheritance Tax, Capital Gains Tax, Trusts and Estates and HMRC Investigations A keen and insightful appreciation of the issues facing rural clients and an ability to deliver bespoke tax solutions to meet their needs Excellent communication and interpersonal skills Analytical and commercial approach to resolving issues Live within commuting distance Willing to work outside normal hours if necessary Submit your CV for this Accounts & Tax Manager role Unfortunately, we cannot accept applications for this role from candidates that do not have the right to work in the UK, or require visa sponsorship , either currently or in the future. This includes those currently on a student or graduate visa. Additionally, candidates must have experience gained within UK accountancy practice. We stipulate these criteria due to the high volume of applications from outside of the UK. Due to the high volume of applications we receive it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within five days please assume that on this occasion your application has not been successful.
North Oak Recruitment Ltd
Leicester, Leicestershire
Client Manager Leicestershire (our ref AL1422) Salary £28,000 - £33,000 dep on exp + benefits inc parking and hybrid option after initial training and induction My client was established over 40 years ago and now looks after more than £1.1bn of client assets whilst providing advice and support to high-net-worth clients across the UK from their Leicestershire based offices. In 2026, they were proud to receive Professional Adviser's "Best Financial Advisers to Work for" award for the fourth time. They now have an exciting new opportunity for an experienced financial services administrator (with 2 year's +) to join their team as a Client Manager. Please note, a minimum of 2 years' experience within financial services administration is required. Role Overview To be the in-house owner and internal point of contact for a portfolio of clients, providing a quality administration service for individuals, companies, trusts and charities. The role is responsible for maintaining accurate client and internal system records that meet the requirements of the firm and the regulator, while providing technical and administrative support to the Investment Manager and Financial Planner. Main Tasks Be the key internal point of contact for a portfolio of clients, responding to client queries and completing day-to-day portfolio administration. Take ownership of each client within the allocated portfolio by understanding their needs, producing relevant documentation, adhering to deadlines, and using task management within our CRM, Intelliflo. Produce, collate, and issue meeting packs for annual review meetings. Issue client meeting notes, coordinate and undertake action points. Communicate with clients by effectively liaising with Financial Planners, Paraplanners, internal pension teams (SIPP and SSAS) and third-party providers via telephone, email and secure portal. Provide administrative support to the Financial Planner Team. Day to Day Portfolio Management Create, maintain and take ownership of accurate client records across internal and external systems, including but not limited to Intelliflo, Virtual Cabinet, Moneyinfo, Yardstick and third-party platforms, including Pershing, Quilter and Aviva. Liaise with internal pension teams (SIPP and SSAS) to ensure all other internal records are accurately maintained. Prepare and coordinate meeting packs for client meetings, including performance analysis of underlying plans, together with recommendations for change advised by the Paraplanning Team, Investment Manager and/or Financial Planner, where appropriate. Administer recommendations in accordance with our advice and the client's approval, including processing transfers, contributions, withdrawals and investment changes within pension and investment products in a timely fashion, using task management within our CRM, Intelliflo. Communicate with clients securely and promptly via telephone, email, letter and Moneyinfo, as well as with fellow professionals, e.g. accountants and solicitors. Invoice clients and process fees Produce bespoke documents and calculations as and when needed or requested. Maintain awareness of global investment markets and how these may impact the investment decisions made by the Investment Committee and the recommended funds/portfolios we propose. Provide information to and liaise with platforms and providers. Person Specification - Qualifications & Experience Essential Educated to A level standard (or equivalent) as a minimum. A minimum of 2 years' experience in a financial services administration role. Desirable Degree in a relevant specialty. To hold CII Award/Certificate/Diploma units or equivalent, or to be willing to obtain CII Award/Certificate/Diploma units. 5 years' experience in a financial services administration role. Person Specification - Knowledge & Skills Required Essential Good technical knowledge of pensions and investments, their associated products, and their use in Financial Planning. Ability to communicate effectively with clients, providers, accountants, and other professional connections via various methods - phone, letter, email, etc. Ability to create, maintain, and take ownership of accurate computer-based records. Knowledge of Data Protection legislation. Ability to work within level of authority and to refer work when appropriate. Demonstrate good time management skills. Desirable Good, technical knowledge of Financial Services in general and legislation relevant to the role. Knowledge of IT systems and programmes relevant to the role (Intelliflo, Virtual Cabinet, Moneyinfo, Pershing, Quilter, Aviva, Adobe and the Microsoft 365 suite). Knowledge of different pension types (defined contribution, defined benefit, annuity) and retirement phases (accumulation, crystallisation, decumulation) Knowledge of different investment types (Unit Trusts/OEICs, Exchange Traded Funds, Investment Trusts, direct equities) and asset types (Equity (UK & Global), Fixed Interest, Property, Commodities). Knowledge of money-weighted return, carry forward, capital gains tax, lump sum allowance and lump sum and death benefit allowance calculations. Knowledge of money laundering procedures relevant to the role and individual responsibilities in this area. Benefits Discretionary Bonus Life assurance Pension 24 days holiday increasing incrementally Health Cash Plan Scheme Free Parking Hybrid scheme following initial training and induction If this role is of interest, please apply with an up-to-date CV.We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Jul 29, 2026
Full time
Client Manager Leicestershire (our ref AL1422) Salary £28,000 - £33,000 dep on exp + benefits inc parking and hybrid option after initial training and induction My client was established over 40 years ago and now looks after more than £1.1bn of client assets whilst providing advice and support to high-net-worth clients across the UK from their Leicestershire based offices. In 2026, they were proud to receive Professional Adviser's "Best Financial Advisers to Work for" award for the fourth time. They now have an exciting new opportunity for an experienced financial services administrator (with 2 year's +) to join their team as a Client Manager. Please note, a minimum of 2 years' experience within financial services administration is required. Role Overview To be the in-house owner and internal point of contact for a portfolio of clients, providing a quality administration service for individuals, companies, trusts and charities. The role is responsible for maintaining accurate client and internal system records that meet the requirements of the firm and the regulator, while providing technical and administrative support to the Investment Manager and Financial Planner. Main Tasks Be the key internal point of contact for a portfolio of clients, responding to client queries and completing day-to-day portfolio administration. Take ownership of each client within the allocated portfolio by understanding their needs, producing relevant documentation, adhering to deadlines, and using task management within our CRM, Intelliflo. Produce, collate, and issue meeting packs for annual review meetings. Issue client meeting notes, coordinate and undertake action points. Communicate with clients by effectively liaising with Financial Planners, Paraplanners, internal pension teams (SIPP and SSAS) and third-party providers via telephone, email and secure portal. Provide administrative support to the Financial Planner Team. Day to Day Portfolio Management Create, maintain and take ownership of accurate client records across internal and external systems, including but not limited to Intelliflo, Virtual Cabinet, Moneyinfo, Yardstick and third-party platforms, including Pershing, Quilter and Aviva. Liaise with internal pension teams (SIPP and SSAS) to ensure all other internal records are accurately maintained. Prepare and coordinate meeting packs for client meetings, including performance analysis of underlying plans, together with recommendations for change advised by the Paraplanning Team, Investment Manager and/or Financial Planner, where appropriate. Administer recommendations in accordance with our advice and the client's approval, including processing transfers, contributions, withdrawals and investment changes within pension and investment products in a timely fashion, using task management within our CRM, Intelliflo. Communicate with clients securely and promptly via telephone, email, letter and Moneyinfo, as well as with fellow professionals, e.g. accountants and solicitors. Invoice clients and process fees Produce bespoke documents and calculations as and when needed or requested. Maintain awareness of global investment markets and how these may impact the investment decisions made by the Investment Committee and the recommended funds/portfolios we propose. Provide information to and liaise with platforms and providers. Person Specification - Qualifications & Experience Essential Educated to A level standard (or equivalent) as a minimum. A minimum of 2 years' experience in a financial services administration role. Desirable Degree in a relevant specialty. To hold CII Award/Certificate/Diploma units or equivalent, or to be willing to obtain CII Award/Certificate/Diploma units. 5 years' experience in a financial services administration role. Person Specification - Knowledge & Skills Required Essential Good technical knowledge of pensions and investments, their associated products, and their use in Financial Planning. Ability to communicate effectively with clients, providers, accountants, and other professional connections via various methods - phone, letter, email, etc. Ability to create, maintain, and take ownership of accurate computer-based records. Knowledge of Data Protection legislation. Ability to work within level of authority and to refer work when appropriate. Demonstrate good time management skills. Desirable Good, technical knowledge of Financial Services in general and legislation relevant to the role. Knowledge of IT systems and programmes relevant to the role (Intelliflo, Virtual Cabinet, Moneyinfo, Pershing, Quilter, Aviva, Adobe and the Microsoft 365 suite). Knowledge of different pension types (defined contribution, defined benefit, annuity) and retirement phases (accumulation, crystallisation, decumulation) Knowledge of different investment types (Unit Trusts/OEICs, Exchange Traded Funds, Investment Trusts, direct equities) and asset types (Equity (UK & Global), Fixed Interest, Property, Commodities). Knowledge of money-weighted return, carry forward, capital gains tax, lump sum allowance and lump sum and death benefit allowance calculations. Knowledge of money laundering procedures relevant to the role and individual responsibilities in this area. Benefits Discretionary Bonus Life assurance Pension 24 days holiday increasing incrementally Health Cash Plan Scheme Free Parking Hybrid scheme following initial training and induction If this role is of interest, please apply with an up-to-date CV.We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Our client, a successful and growing accountancy practice is recruiting for an Accounts & Tax Manager to join the rural accounts and advisory team at the firm's Kettering office. The ideal candidate will be ACCA or ACA qualified, and /or CTA. This growing firm will offer a salary in line with experience with regular reviews, and a good benefits package including private medical cover and medical cash plan, flexible working policy, enhanced maternity, death in service cover and a range of voluntary benefits. The varied client base includes landed estates, farms and rural businesses, and equine and bloodstock and as Accounts & Tax Manager you will provide a bespoke accountancy and tax planning services to each client. The successful candidate will also play a key role in developing the team, both through business development and staff development. As Accounts & Tax Manager your responsibilities will include: Manage a portfolio of rural clients which will involve significant internal liaison, meetings with clients, approve technically robust tax computations, identify technical issues, deliver complex tax advisory outcomes, maintain technical knowledge, and provide exceptional client service in line with the firm's Service Charter Demonstrate exceptional technical knowledge and deliver this to clients through robust, effective advisory reporting and guidance Manage and develop the team, conduct reviews, provide feedback, delegate appropriately, and build a confident, technically capable team Drive process efficiency and technology adoption, oversee WIP and billing, maintain compliance trackers, drive team productivity through recoveries and chargeable output, ensure files meet quality standards, and support client onboarding Identify advisory opportunities both within existing clients and new clients, support partners on complex client matters and attend external events to build personal and the firm's profile Collaborate with other teams and contribute to wider firm initiatives including best practice and technology projects Please do apply if you fit the profile below: Qualified ACA or ACCA and/or CTA with exposure to a varied client base Significant tax and accounts experience gained within a UK accountancy practice Strong knowledge of UK GAAP, FRS105, FRS102 1A, Income Tax, VAT, Inheritance Tax, Capital Gains Tax, Trusts and Estates and HMRC Investigations A keen and insightful appreciation of the issues facing rural clients and an ability to deliver bespoke tax solutions to meet their needs Excellent communication and interpersonal skills Analytical and commercial approach to resolving issues Live within commuting distance Willing to work outside normal hours if necessary Submit your CV for this Accounts & Tax Manager role Unfortunately, we cannot accept applications for this role from candidates that do not have the right to work in the UK, or require visa sponsorship , either currently or in the future. This includes those currently on a student or graduate visa. Additionally, candidates must have experience gained within UK accountancy practice. We stipulate these criteria due to the high volume of applications from outside of the UK. Due to the high volume of applications we receive it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within five days please assume that on this occasion your application has not been successful.
Jul 29, 2026
Full time
Our client, a successful and growing accountancy practice is recruiting for an Accounts & Tax Manager to join the rural accounts and advisory team at the firm's Kettering office. The ideal candidate will be ACCA or ACA qualified, and /or CTA. This growing firm will offer a salary in line with experience with regular reviews, and a good benefits package including private medical cover and medical cash plan, flexible working policy, enhanced maternity, death in service cover and a range of voluntary benefits. The varied client base includes landed estates, farms and rural businesses, and equine and bloodstock and as Accounts & Tax Manager you will provide a bespoke accountancy and tax planning services to each client. The successful candidate will also play a key role in developing the team, both through business development and staff development. As Accounts & Tax Manager your responsibilities will include: Manage a portfolio of rural clients which will involve significant internal liaison, meetings with clients, approve technically robust tax computations, identify technical issues, deliver complex tax advisory outcomes, maintain technical knowledge, and provide exceptional client service in line with the firm's Service Charter Demonstrate exceptional technical knowledge and deliver this to clients through robust, effective advisory reporting and guidance Manage and develop the team, conduct reviews, provide feedback, delegate appropriately, and build a confident, technically capable team Drive process efficiency and technology adoption, oversee WIP and billing, maintain compliance trackers, drive team productivity through recoveries and chargeable output, ensure files meet quality standards, and support client onboarding Identify advisory opportunities both within existing clients and new clients, support partners on complex client matters and attend external events to build personal and the firm's profile Collaborate with other teams and contribute to wider firm initiatives including best practice and technology projects Please do apply if you fit the profile below: Qualified ACA or ACCA and/or CTA with exposure to a varied client base Significant tax and accounts experience gained within a UK accountancy practice Strong knowledge of UK GAAP, FRS105, FRS102 1A, Income Tax, VAT, Inheritance Tax, Capital Gains Tax, Trusts and Estates and HMRC Investigations A keen and insightful appreciation of the issues facing rural clients and an ability to deliver bespoke tax solutions to meet their needs Excellent communication and interpersonal skills Analytical and commercial approach to resolving issues Live within commuting distance Willing to work outside normal hours if necessary Submit your CV for this Accounts & Tax Manager role Unfortunately, we cannot accept applications for this role from candidates that do not have the right to work in the UK, or require visa sponsorship , either currently or in the future. This includes those currently on a student or graduate visa. Additionally, candidates must have experience gained within UK accountancy practice. We stipulate these criteria due to the high volume of applications from outside of the UK. Due to the high volume of applications we receive it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within five days please assume that on this occasion your application has not been successful.
Financial Planning Analyst - Private Wealth - Sheffield - £34,000-£42,000 Location: Sheffield (office-based) Salary: £34,000-£42,000 Role: Financial Planning Analyst Environment: Chartered, multi-disciplinary private-wealth group Why This Firm Stands Out This is a Chartered, fully independent private-wealth group with a long-established presence across Yorkshire. The business operates from multiple offices , bringing together financial planners, paraplanners, administrators, tax specialists, accountants and private-client experts - giving you deep technical support and a genuinely collaborative environment. The financial planning team is highly qualified, close-knit and well structured , meaning you're supported by experienced colleagues across advice, tax, trusts and corporate planning. The wider group setup allows clients to benefit from joined-up wealth, tax and estate planning , making your role more varied and impactful. The culture is people focused, detail driven and service led , with strong client retention, long-standing relationships and clear internal progression. Role Overview You'll support advisers and clients across new business, client reviews, technical work and ongoing servicing. This role blends technical analysis , paraplanning tasks , client administration , and end to end support across private wealth, pensions, investments, tax planning and estate planning. Key Responsibilities New business: evaluating client objectives, due diligence , research, technical calculations (pensions, CGT , IHT , income tax), producing suitability reports, overseeing illustrations/applications, monitoring pipeline, client fee checks Client reviews: pre-meeting analysis, post-meeting completion work, producing review letters Client admin: maintaining Intelligent Office records, updating client data, obtaining provider information, liaising with clients/providers General support: handling provider/client correspondence, working closely with managers and advisers, actioning technical and admin requests Requirements 4+ years financial services experience Strong FCA regulation & compliance knowledge Senior admin or paraplanning background Part or fully Diploma qualified (Level 4) Strong communication, organisation and work ethic Ability to work to deadlines and prioritise effectively Desirable Experience with private wealth, business owners, corporate clients, trusts, group schemes Client-facing experience Desire to work towards Chartered status Team-based background Benefits Study support for qualifications 25 days holiday + bank holidays (option to buy +5) Pension scheme Health Cash Plan Life Assurance (4x salary) Eye tests Social events & volunteering Staff discounts (Wills, LPAs, mortgages) Interested? If this role sounds of interest, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .
Jul 29, 2026
Full time
Financial Planning Analyst - Private Wealth - Sheffield - £34,000-£42,000 Location: Sheffield (office-based) Salary: £34,000-£42,000 Role: Financial Planning Analyst Environment: Chartered, multi-disciplinary private-wealth group Why This Firm Stands Out This is a Chartered, fully independent private-wealth group with a long-established presence across Yorkshire. The business operates from multiple offices , bringing together financial planners, paraplanners, administrators, tax specialists, accountants and private-client experts - giving you deep technical support and a genuinely collaborative environment. The financial planning team is highly qualified, close-knit and well structured , meaning you're supported by experienced colleagues across advice, tax, trusts and corporate planning. The wider group setup allows clients to benefit from joined-up wealth, tax and estate planning , making your role more varied and impactful. The culture is people focused, detail driven and service led , with strong client retention, long-standing relationships and clear internal progression. Role Overview You'll support advisers and clients across new business, client reviews, technical work and ongoing servicing. This role blends technical analysis , paraplanning tasks , client administration , and end to end support across private wealth, pensions, investments, tax planning and estate planning. Key Responsibilities New business: evaluating client objectives, due diligence , research, technical calculations (pensions, CGT , IHT , income tax), producing suitability reports, overseeing illustrations/applications, monitoring pipeline, client fee checks Client reviews: pre-meeting analysis, post-meeting completion work, producing review letters Client admin: maintaining Intelligent Office records, updating client data, obtaining provider information, liaising with clients/providers General support: handling provider/client correspondence, working closely with managers and advisers, actioning technical and admin requests Requirements 4+ years financial services experience Strong FCA regulation & compliance knowledge Senior admin or paraplanning background Part or fully Diploma qualified (Level 4) Strong communication, organisation and work ethic Ability to work to deadlines and prioritise effectively Desirable Experience with private wealth, business owners, corporate clients, trusts, group schemes Client-facing experience Desire to work towards Chartered status Team-based background Benefits Study support for qualifications 25 days holiday + bank holidays (option to buy +5) Pension scheme Health Cash Plan Life Assurance (4x salary) Eye tests Social events & volunteering Staff discounts (Wills, LPAs, mortgages) Interested? If this role sounds of interest, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .
Your new company I'm excited to be working with an accountancy practice in Shropshire who are seeking an experienced and client-focused Tax Client Manager - Trusts & Estates to join their growing private client tax team. This is an excellent opportunity for a tax professional with strong technical expertise in trusts, estates, inheritance tax, and personal taxation to manage a diverse portfolio of high-net-worth individuals and trusts. You will act as a trusted adviser to clients, delivering high-quality compliance services while identifying planning opportunities and supporting the development of long-term client relationships. Your new role This role offers the opportunity to manage a varied portfolio of trusts, estates and private clients, providing specialist advice on inheritance tax, capital gains tax, succession planning and estate administration. You will build strong relationships with clients and professional advisers, oversee tax compliance matters, identify planning opportunities, support complex advisory projects, and mentor junior team members, making it an excellent opportunity for an experienced private client tax professional looking to develop their career within a collaborative and client-focused environment. What you'll need to succeed Professional qualification (ATT, CTA, ACA, ACCA or equivalent) Strong private client tax experience, particularly within trusts and estates Excellent knowledge of UK trust taxation, IHT, CGT and estate administration Strong client-facing, analytical and problem-solving skills Ability to manage multiple priorities and deadlines effectively Desirable Experience: CTA qualified or studying towards CTA Previous mentoring or supervisory experience Knowledge of landed estates, Agricultural Property Relief (APR), Business Property Relief (BPR) and family wealth planning What you'll get in return Competitive salary and benefits package. Flexible working arrangements. Generous holiday entitlement. Wide range of employee benefits Professional development and career progression opportunities. Support for continued professional qualifications and technical training. A collaborative and supportive working environment. Exposure to a high-quality portfolio of private clients and complex advisory work. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Jul 29, 2026
Full time
Your new company I'm excited to be working with an accountancy practice in Shropshire who are seeking an experienced and client-focused Tax Client Manager - Trusts & Estates to join their growing private client tax team. This is an excellent opportunity for a tax professional with strong technical expertise in trusts, estates, inheritance tax, and personal taxation to manage a diverse portfolio of high-net-worth individuals and trusts. You will act as a trusted adviser to clients, delivering high-quality compliance services while identifying planning opportunities and supporting the development of long-term client relationships. Your new role This role offers the opportunity to manage a varied portfolio of trusts, estates and private clients, providing specialist advice on inheritance tax, capital gains tax, succession planning and estate administration. You will build strong relationships with clients and professional advisers, oversee tax compliance matters, identify planning opportunities, support complex advisory projects, and mentor junior team members, making it an excellent opportunity for an experienced private client tax professional looking to develop their career within a collaborative and client-focused environment. What you'll need to succeed Professional qualification (ATT, CTA, ACA, ACCA or equivalent) Strong private client tax experience, particularly within trusts and estates Excellent knowledge of UK trust taxation, IHT, CGT and estate administration Strong client-facing, analytical and problem-solving skills Ability to manage multiple priorities and deadlines effectively Desirable Experience: CTA qualified or studying towards CTA Previous mentoring or supervisory experience Knowledge of landed estates, Agricultural Property Relief (APR), Business Property Relief (BPR) and family wealth planning What you'll get in return Competitive salary and benefits package. Flexible working arrangements. Generous holiday entitlement. Wide range of employee benefits Professional development and career progression opportunities. Support for continued professional qualifications and technical training. A collaborative and supportive working environment. Exposure to a high-quality portfolio of private clients and complex advisory work. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Client Manager £45,000 - £50,000 Hessle Clear Route to Partnership Are you an experienced practice accountant looking for more than just another compliance role? If you're looking for a firm where you'll have genuine client ownership, exposure to a broad range of work, and a realistic pathway to partnership, this could be a fantastic opportunity. We're partnering with a growing independent accountancy practice in East Yorkshire that has built an excellent reputation through referrals, exceptional client service, and organic growth. Following a sustained period of expansion, they're looking to appoint a Client Manager to help manage an increasing workload and support the development of junior team members. This is a key hire for the business and offers significant long-term progression potential. The Role You'll take ownership of an established portfolio of clients while supporting the wider team and helping drive the next phase of growth. Accounts Preparation: Preparing and reviewing accounts through to finalisation Tax Compliance: Personal and corporate tax work across a varied client base Management Accounts: Producing management information and supporting clients with financial reporting Client Management: Acting as a trusted adviser and primary point of contact Team Development: Supporting and mentoring junior members of the team Advisory Exposure: Broad exposure across different areas of practice including trusts and estates work This is a varied role that offers genuine autonomy and the opportunity to become a key part of the firm's future. What We're Looking For ACA or ACCA qualified Strong all-round accountancy practice background Experience preparing accounts through to finalisation Comfortable managing client relationships independently Strong communication and relationship-building skills Desire to progress and take on increasing responsibility Trusts and estates experience beneficial but not essential Why Join? This is a firm that combines the flexibility and culture of a modern practice with the progression opportunities often associated with much larger firms. Clear route towards Partnership Supportive and approachable leadership team Growing business with strong momentum Family-friendly and flexible culture Opportunity to inherit and develop an established client portfolio Bonus opportunities and commission on client introductions Additional leave for your birthday and Christmas closure Free parking Flexibility around working pattern, including consideration of part-time applicants The business is looking for someone who wants to build a long-term future and become part of the next chapter of its growth story. Location: Hessle, East Yorkshire Salary: £45,000 - £50,000 (potential flexibility for the right person) Working Pattern: Full-time (part-time applicants considered) Hybrid: Predominantly office-based with flexibility to work from home one day per week Start: ASAP If you're an experienced practice accountant looking for a role with genuine progression and partnership potential, hit apply.
Jul 28, 2026
Full time
Client Manager £45,000 - £50,000 Hessle Clear Route to Partnership Are you an experienced practice accountant looking for more than just another compliance role? If you're looking for a firm where you'll have genuine client ownership, exposure to a broad range of work, and a realistic pathway to partnership, this could be a fantastic opportunity. We're partnering with a growing independent accountancy practice in East Yorkshire that has built an excellent reputation through referrals, exceptional client service, and organic growth. Following a sustained period of expansion, they're looking to appoint a Client Manager to help manage an increasing workload and support the development of junior team members. This is a key hire for the business and offers significant long-term progression potential. The Role You'll take ownership of an established portfolio of clients while supporting the wider team and helping drive the next phase of growth. Accounts Preparation: Preparing and reviewing accounts through to finalisation Tax Compliance: Personal and corporate tax work across a varied client base Management Accounts: Producing management information and supporting clients with financial reporting Client Management: Acting as a trusted adviser and primary point of contact Team Development: Supporting and mentoring junior members of the team Advisory Exposure: Broad exposure across different areas of practice including trusts and estates work This is a varied role that offers genuine autonomy and the opportunity to become a key part of the firm's future. What We're Looking For ACA or ACCA qualified Strong all-round accountancy practice background Experience preparing accounts through to finalisation Comfortable managing client relationships independently Strong communication and relationship-building skills Desire to progress and take on increasing responsibility Trusts and estates experience beneficial but not essential Why Join? This is a firm that combines the flexibility and culture of a modern practice with the progression opportunities often associated with much larger firms. Clear route towards Partnership Supportive and approachable leadership team Growing business with strong momentum Family-friendly and flexible culture Opportunity to inherit and develop an established client portfolio Bonus opportunities and commission on client introductions Additional leave for your birthday and Christmas closure Free parking Flexibility around working pattern, including consideration of part-time applicants The business is looking for someone who wants to build a long-term future and become part of the next chapter of its growth story. Location: Hessle, East Yorkshire Salary: £45,000 - £50,000 (potential flexibility for the right person) Working Pattern: Full-time (part-time applicants considered) Hybrid: Predominantly office-based with flexibility to work from home one day per week Start: ASAP If you're an experienced practice accountant looking for a role with genuine progression and partnership potential, hit apply.
Are you an experienced tax professional looking to take the next step in your career? This is an exciting opportunity to join a professional services firm as a Private Client Tax Senior Manager in Salisbury, focusing on delivering expert advice and tailored solutions. Client Details This professional services firm operates within the accounting and finance sector and is known for its expertise and commitment to providing high-quality services. As a mid-sized organisation, it offers a collaborative environment that values technical proficiency and innovation. Description Manage and oversee a portfolio of private client tax cases, ensuring compliance and accuracy. Provide expert tax advisory services to high-net-worth individuals, trusts, and estates. Develop and maintain strong client relationships, acting as a trusted advisor. Identify and implement tax planning opportunities tailored to client needs. Review and approve tax returns prepared by junior team members. Support the team in responding to HMRC enquiries and investigations. Contribute to the development of internal processes and best practices within the tax department. Provide mentorship and training to junior staff to enhance team capabilities. Profile A successful Private Client Tax Senior Manager should have: Professional qualifications such as CTA, ACA, or equivalent. Strong technical knowledge of UK tax legislation, particularly in private client tax. Proven ability to manage client relationships and deliver tailored tax solutions. Experience in managing and mentoring junior team members. Excellent analytical and problem-solving skills. Attention to detail and a commitment to accuracy. Strong communication skills, both written and verbal. Job Offer Competitive salary ranging from 54,000 to 70,000 per annum. Hybrid working model to support work-life balance. Opportunities for professional development and career progression. Supportive and collaborative company culture. Engagement in a diverse range of private client tax cases. This is a fantastic opportunity for a Private Client Tax Senior Manager to make a significant impact in the professional services industry. If you're based in Salisbury or looking to relocate, we encourage you to apply today!
Jul 28, 2026
Full time
Are you an experienced tax professional looking to take the next step in your career? This is an exciting opportunity to join a professional services firm as a Private Client Tax Senior Manager in Salisbury, focusing on delivering expert advice and tailored solutions. Client Details This professional services firm operates within the accounting and finance sector and is known for its expertise and commitment to providing high-quality services. As a mid-sized organisation, it offers a collaborative environment that values technical proficiency and innovation. Description Manage and oversee a portfolio of private client tax cases, ensuring compliance and accuracy. Provide expert tax advisory services to high-net-worth individuals, trusts, and estates. Develop and maintain strong client relationships, acting as a trusted advisor. Identify and implement tax planning opportunities tailored to client needs. Review and approve tax returns prepared by junior team members. Support the team in responding to HMRC enquiries and investigations. Contribute to the development of internal processes and best practices within the tax department. Provide mentorship and training to junior staff to enhance team capabilities. Profile A successful Private Client Tax Senior Manager should have: Professional qualifications such as CTA, ACA, or equivalent. Strong technical knowledge of UK tax legislation, particularly in private client tax. Proven ability to manage client relationships and deliver tailored tax solutions. Experience in managing and mentoring junior team members. Excellent analytical and problem-solving skills. Attention to detail and a commitment to accuracy. Strong communication skills, both written and verbal. Job Offer Competitive salary ranging from 54,000 to 70,000 per annum. Hybrid working model to support work-life balance. Opportunities for professional development and career progression. Supportive and collaborative company culture. Engagement in a diverse range of private client tax cases. This is a fantastic opportunity for a Private Client Tax Senior Manager to make a significant impact in the professional services industry. If you're based in Salisbury or looking to relocate, we encourage you to apply today!
Blue Orchid Recruitment Ltd
Shrewsbury, Shropshire
Shropshire Hybrid Working Competitive Salary + Excellent Benefits Are you an experienced Private Client Tax professional looking to work with high-net-worth individuals, trusts and estates in a role that offers genuine autonomy, complex advisory work and clear career progression? A well-established and highly regarded professional services firm is looking to appoint a Tax Manager to join its growing Private Client team. This is an outstanding opportunity to work with an impressive client portfolio while becoming a trusted adviser on complex tax matters. The Role You'll manage your own portfolio of trusts, estates and private clients, providing a first-class compliance and advisory service while identifying opportunities to add real value. Key responsibilities include: Managing a portfolio of trusts, estates and high-net-worth clients. Preparing and reviewing trust, estate and personal tax returns. Advising on inheritance tax, capital gains tax, succession and estate planning. Supporting probate and estate administration from a tax perspective. Building lasting relationships with clients and professional advisers. Identifying tax planning opportunities and assisting with complex advisory work. Mentoring junior team members and contributing to their development. About You You'll be a technically strong tax professional with experience in private client taxation and a passion for delivering exceptional client service. You'll ideally have: ATT, CTA, ACA or ACCA qualification (or equivalent). Strong experience in trusts, estates and private client tax. Excellent knowledge of UK trust taxation, IHT and CGT. The ability to manage client relationships with confidence and professionalism. A proactive approach and excellent communication skills. What's on Offer? Competitive salary. Hybrid and flexible working. Excellent holiday allowance and benefits package. Ongoing professional development and funded training. Genuine career progression within a respected and supportive team. Exposure to high-quality, complex advisory work. Ready for your next challenge? If you're looking to join a progressive firm where your expertise will be valued and your career can flourish, we'd love to hear from you. Apply in complete confidence. All enquiries will be handled with the strictest discretion by Blue Orchid Recruitment .
Jul 28, 2026
Full time
Shropshire Hybrid Working Competitive Salary + Excellent Benefits Are you an experienced Private Client Tax professional looking to work with high-net-worth individuals, trusts and estates in a role that offers genuine autonomy, complex advisory work and clear career progression? A well-established and highly regarded professional services firm is looking to appoint a Tax Manager to join its growing Private Client team. This is an outstanding opportunity to work with an impressive client portfolio while becoming a trusted adviser on complex tax matters. The Role You'll manage your own portfolio of trusts, estates and private clients, providing a first-class compliance and advisory service while identifying opportunities to add real value. Key responsibilities include: Managing a portfolio of trusts, estates and high-net-worth clients. Preparing and reviewing trust, estate and personal tax returns. Advising on inheritance tax, capital gains tax, succession and estate planning. Supporting probate and estate administration from a tax perspective. Building lasting relationships with clients and professional advisers. Identifying tax planning opportunities and assisting with complex advisory work. Mentoring junior team members and contributing to their development. About You You'll be a technically strong tax professional with experience in private client taxation and a passion for delivering exceptional client service. You'll ideally have: ATT, CTA, ACA or ACCA qualification (or equivalent). Strong experience in trusts, estates and private client tax. Excellent knowledge of UK trust taxation, IHT and CGT. The ability to manage client relationships with confidence and professionalism. A proactive approach and excellent communication skills. What's on Offer? Competitive salary. Hybrid and flexible working. Excellent holiday allowance and benefits package. Ongoing professional development and funded training. Genuine career progression within a respected and supportive team. Exposure to high-quality, complex advisory work. Ready for your next challenge? If you're looking to join a progressive firm where your expertise will be valued and your career can flourish, we'd love to hear from you. Apply in complete confidence. All enquiries will be handled with the strictest discretion by Blue Orchid Recruitment .
Financial Adviser Epsom offices (Surrey) £75k basic salary and benefits Manage existing client bank of 100 clients (£500k average) 25 days annual leave plus your birthday off DIS benefits, Holiday Purchase Scheme My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 30+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years. The Managing Director requires an experienced Adviser in their Epsom office to manage an existing client bank of 100 retirees and families living locally with on average £500k to invest, but a few considerably more. The client bank requires advice on pensions, investments, tax planning, retirement planning some Trusts and estate planning too. You will have full support from experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing. If this role sounds of interest or any other roles I am working on please get in touch.
Jul 28, 2026
Full time
Financial Adviser Epsom offices (Surrey) £75k basic salary and benefits Manage existing client bank of 100 clients (£500k average) 25 days annual leave plus your birthday off DIS benefits, Holiday Purchase Scheme My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 30+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years. The Managing Director requires an experienced Adviser in their Epsom office to manage an existing client bank of 100 retirees and families living locally with on average £500k to invest, but a few considerably more. The client bank requires advice on pensions, investments, tax planning, retirement planning some Trusts and estate planning too. You will have full support from experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing. If this role sounds of interest or any other roles I am working on please get in touch.
Financial Adviser Farnborough offices (Surrey) £75k basic salary and benefits Manage existing client bank of 20 - 30 clients 25 days annual leave plus your birthday off DIS benefits, Holiday Purchase Scheme My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 30+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years. The Managing Director requires an experienced Adviser in their Farnborough office to manage an existing client bank of 20 - 30 retirees and families living locally with on average £500k to invest, but a few considerably more. The client bank requires advice on pensions, investments, tax planning, retirement planning some Trusts and estate planning too. You will have full support from experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing. If this role sounds of interest or any other roles I am working on please get in touch.
Jul 28, 2026
Full time
Financial Adviser Farnborough offices (Surrey) £75k basic salary and benefits Manage existing client bank of 20 - 30 clients 25 days annual leave plus your birthday off DIS benefits, Holiday Purchase Scheme My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 30+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years. The Managing Director requires an experienced Adviser in their Farnborough office to manage an existing client bank of 20 - 30 retirees and families living locally with on average £500k to invest, but a few considerably more. The client bank requires advice on pensions, investments, tax planning, retirement planning some Trusts and estate planning too. You will have full support from experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing. If this role sounds of interest or any other roles I am working on please get in touch.
Our client, a successful and growing accountancy practice is recruiting for an Accounts & Tax Manager to join the rural accounts and advisory team at the firm s Kettering office. The ideal candidate will be ACCA or ACA qualified, and /or CTA. This growing firm will offer a salary in line with experience with regular reviews, and a good benefits package including private medical cover and medical cash plan, flexible working policy, enhanced maternity, death in service cover and a range of voluntary benefits. The varied client base includes landed estates, farms and rural businesses, and equine and bloodstock and as Accounts & Tax Manager you will provide a bespoke accountancy and tax planning services to each client. The successful candidate will also play a key role in developing the team, both through business development and staff development. As Accounts & Tax Manager your responsibilities will include: Manage a portfolio of rural clients which will involve significant internal liaison, meetings with clients, approve technically robust tax computations, identify technical issues, deliver complex tax advisory outcomes, maintain technical knowledge, and provide exceptional client service in line with the firm s Service Charter Demonstrate exceptional technical knowledge and deliver this to clients through robust, effective advisory reporting and guidance Manage and develop the team, conduct reviews, provide feedback, delegate appropriately, and build a confident, technically capable team Drive process efficiency and technology adoption, oversee WIP and billing, maintain compliance trackers, drive team productivity through recoveries and chargeable output, ensure files meet quality standards, and support client onboarding Identify advisory opportunities both within existing clients and new clients, support partners on complex client matters and attend external events to build personal and the firm s profile Collaborate with other teams and contribute to wider firm initiatives including best practice and technology projects Please do apply if you fit the profile below: Qualified ACA or ACCA and/or CTA with exposure to a varied client base Significant tax and accounts experience gained within a UK accountancy practice Strong knowledge of UK GAAP, FRS105, FRS102 1A, Income Tax, VAT, Inheritance Tax, Capital Gains Tax, Trusts and Estates and HMRC Investigations A keen and insightful appreciation of the issues facing rural clients and an ability to deliver bespoke tax solutions to meet their needs Excellent communication and interpersonal skills Analytical and commercial approach to resolving issues Live within commuting distance Willing to work outside normal hours if necessary Submit your CV for this Accounts & Tax Manager role Unfortunately, we cannot accept applications for this role from candidates that do not have the right to work in the UK, or require visa sponsorship, either currently or in the future. This includes those currently on a student or graduate visa. Additionally, candidates must have experience gained within UK accountancy practice. We stipulate these criteria due to the high volume of applications from outside of the UK. Due to the high volume of applications we receive it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within five days please assume that on this occasion your application has not been successful.
Jul 28, 2026
Full time
Our client, a successful and growing accountancy practice is recruiting for an Accounts & Tax Manager to join the rural accounts and advisory team at the firm s Kettering office. The ideal candidate will be ACCA or ACA qualified, and /or CTA. This growing firm will offer a salary in line with experience with regular reviews, and a good benefits package including private medical cover and medical cash plan, flexible working policy, enhanced maternity, death in service cover and a range of voluntary benefits. The varied client base includes landed estates, farms and rural businesses, and equine and bloodstock and as Accounts & Tax Manager you will provide a bespoke accountancy and tax planning services to each client. The successful candidate will also play a key role in developing the team, both through business development and staff development. As Accounts & Tax Manager your responsibilities will include: Manage a portfolio of rural clients which will involve significant internal liaison, meetings with clients, approve technically robust tax computations, identify technical issues, deliver complex tax advisory outcomes, maintain technical knowledge, and provide exceptional client service in line with the firm s Service Charter Demonstrate exceptional technical knowledge and deliver this to clients through robust, effective advisory reporting and guidance Manage and develop the team, conduct reviews, provide feedback, delegate appropriately, and build a confident, technically capable team Drive process efficiency and technology adoption, oversee WIP and billing, maintain compliance trackers, drive team productivity through recoveries and chargeable output, ensure files meet quality standards, and support client onboarding Identify advisory opportunities both within existing clients and new clients, support partners on complex client matters and attend external events to build personal and the firm s profile Collaborate with other teams and contribute to wider firm initiatives including best practice and technology projects Please do apply if you fit the profile below: Qualified ACA or ACCA and/or CTA with exposure to a varied client base Significant tax and accounts experience gained within a UK accountancy practice Strong knowledge of UK GAAP, FRS105, FRS102 1A, Income Tax, VAT, Inheritance Tax, Capital Gains Tax, Trusts and Estates and HMRC Investigations A keen and insightful appreciation of the issues facing rural clients and an ability to deliver bespoke tax solutions to meet their needs Excellent communication and interpersonal skills Analytical and commercial approach to resolving issues Live within commuting distance Willing to work outside normal hours if necessary Submit your CV for this Accounts & Tax Manager role Unfortunately, we cannot accept applications for this role from candidates that do not have the right to work in the UK, or require visa sponsorship, either currently or in the future. This includes those currently on a student or graduate visa. Additionally, candidates must have experience gained within UK accountancy practice. We stipulate these criteria due to the high volume of applications from outside of the UK. Due to the high volume of applications we receive it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within five days please assume that on this occasion your application has not been successful.
Private Client Solicitor Annual Salary: £45,000 - £60,000 (depending on experience) Location: Haywards Heath Job Type: Full-time/Part-time (minimum 4 days per week) We are seeking an experienced and motivated Private Client Solicitor to join our friendly and well-established team. This role offers the opportunity to manage a varied caseload including probate, estate administration, and trust management, particularly focusing on high-value and technically complex cases. Ideal for a solicitor dedicated to building long-term client relationships and delivering high standards of personal service. Day-to-day of the role: Manage a diverse caseload of probate and estate administration matters, from straightforward to high-value and complex administrations. Advise on trusts and assist with the management of affairs for elderly and vulnerable clients. Work independently with minimal supervision, maintaining high standards of client care and case management. Engage in continuous professional development to keep abreast of legal changes and best practices in private client law. Required Skills & Qualifications: Ideally at least 3 years' PQE, but candidates with less experience are encouraged to apply if they demonstrate strong technical ability and relevant experience. Extensive experience in probate and estate administration, including handling taxable and high-net-worth estates. Experience in advising on trusts and trust administration is preferred. Experience in managing affairs for elderly clients, including powers of attorney and Court of Protection matters, is advantageous. Excellent client care, communication, and organisational skills. A practical, personable, and proactive approach to client work. Strong technical knowledge of private client law with a collaborative work ethic. Benefits: Competitive salary commensurate with experience. 27 days' annual leave plus Bank Holidays (pro rata for part-time). NEST workplace pension. Hybrid working arrangements after an initial settling-in period. Supportive and collegiate working environment. Excellent prospects for long-term development and high-quality private client work. To apply for this Private Client Solicitor position, please submit your CV and a cover letter detailing your relevant experience and why you are interested in this role TO Mark Watts at Reed Legal Recruitment, your local legal recruitment manager. Always open to a discreet, informal conversation.
Jul 26, 2026
Full time
Private Client Solicitor Annual Salary: £45,000 - £60,000 (depending on experience) Location: Haywards Heath Job Type: Full-time/Part-time (minimum 4 days per week) We are seeking an experienced and motivated Private Client Solicitor to join our friendly and well-established team. This role offers the opportunity to manage a varied caseload including probate, estate administration, and trust management, particularly focusing on high-value and technically complex cases. Ideal for a solicitor dedicated to building long-term client relationships and delivering high standards of personal service. Day-to-day of the role: Manage a diverse caseload of probate and estate administration matters, from straightforward to high-value and complex administrations. Advise on trusts and assist with the management of affairs for elderly and vulnerable clients. Work independently with minimal supervision, maintaining high standards of client care and case management. Engage in continuous professional development to keep abreast of legal changes and best practices in private client law. Required Skills & Qualifications: Ideally at least 3 years' PQE, but candidates with less experience are encouraged to apply if they demonstrate strong technical ability and relevant experience. Extensive experience in probate and estate administration, including handling taxable and high-net-worth estates. Experience in advising on trusts and trust administration is preferred. Experience in managing affairs for elderly clients, including powers of attorney and Court of Protection matters, is advantageous. Excellent client care, communication, and organisational skills. A practical, personable, and proactive approach to client work. Strong technical knowledge of private client law with a collaborative work ethic. Benefits: Competitive salary commensurate with experience. 27 days' annual leave plus Bank Holidays (pro rata for part-time). NEST workplace pension. Hybrid working arrangements after an initial settling-in period. Supportive and collegiate working environment. Excellent prospects for long-term development and high-quality private client work. To apply for this Private Client Solicitor position, please submit your CV and a cover letter detailing your relevant experience and why you are interested in this role TO Mark Watts at Reed Legal Recruitment, your local legal recruitment manager. Always open to a discreet, informal conversation.
Are you an experienced tax professional looking to take the next step in your career? This is an exciting opportunity to join a professional services firm as a Private Client Tax Senior Manager in Salisbury, focusing on delivering expert advice and tailored solutions. Client Details This professional services firm operates within the accounting and finance sector and is known for its expertise and commitment to providing high-quality services. As a mid-sized organisation, it offers a collaborative environment that values technical proficiency and innovation. Description Manage and oversee a portfolio of private client tax cases, ensuring compliance and accuracy. Provide expert tax advisory services to high-net-worth individuals, trusts, and estates. Develop and maintain strong client relationships, acting as a trusted advisor. Identify and implement tax planning opportunities tailored to client needs. Review and approve tax returns prepared by junior team members. Support the team in responding to HMRC enquiries and investigations. Contribute to the development of internal processes and best practices within the tax department. Provide mentorship and training to junior staff to enhance team capabilities. Profile A successful Private Client Tax Senior Manager should have: Professional qualifications such as CTA, ACA, or equivalent. Strong technical knowledge of UK tax legislation, particularly in private client tax. Proven ability to manage client relationships and deliver tailored tax solutions. Experience in managing and mentoring junior team members. Excellent analytical and problem-solving skills. Attention to detail and a commitment to accuracy. Strong communication skills, both written and verbal. Job Offer Competitive salary ranging from £54,000 to £70,000 per annum. Hybrid working model to support work-life balance. Opportunities for professional development and career progression. Supportive and collaborative company culture. Engagement in a diverse range of private client tax cases. This is a fantastic opportunity for a Private Client Tax Senior Manager to make a significant impact in the professional services industry. If you're based in Salisbury or looking to relocate, we encourage you to apply today!
Jul 25, 2026
Full time
Are you an experienced tax professional looking to take the next step in your career? This is an exciting opportunity to join a professional services firm as a Private Client Tax Senior Manager in Salisbury, focusing on delivering expert advice and tailored solutions. Client Details This professional services firm operates within the accounting and finance sector and is known for its expertise and commitment to providing high-quality services. As a mid-sized organisation, it offers a collaborative environment that values technical proficiency and innovation. Description Manage and oversee a portfolio of private client tax cases, ensuring compliance and accuracy. Provide expert tax advisory services to high-net-worth individuals, trusts, and estates. Develop and maintain strong client relationships, acting as a trusted advisor. Identify and implement tax planning opportunities tailored to client needs. Review and approve tax returns prepared by junior team members. Support the team in responding to HMRC enquiries and investigations. Contribute to the development of internal processes and best practices within the tax department. Provide mentorship and training to junior staff to enhance team capabilities. Profile A successful Private Client Tax Senior Manager should have: Professional qualifications such as CTA, ACA, or equivalent. Strong technical knowledge of UK tax legislation, particularly in private client tax. Proven ability to manage client relationships and deliver tailored tax solutions. Experience in managing and mentoring junior team members. Excellent analytical and problem-solving skills. Attention to detail and a commitment to accuracy. Strong communication skills, both written and verbal. Job Offer Competitive salary ranging from £54,000 to £70,000 per annum. Hybrid working model to support work-life balance. Opportunities for professional development and career progression. Supportive and collaborative company culture. Engagement in a diverse range of private client tax cases. This is a fantastic opportunity for a Private Client Tax Senior Manager to make a significant impact in the professional services industry. If you're based in Salisbury or looking to relocate, we encourage you to apply today!
