A highly successful and growing chartered accountancy firm has a requirement for a qualified CTA or STEP, Trust Accounts and Tax Senior to join their team based in Bristol as a key addition providing Trust accounts and tax return compliance services along with increasing involvement in planning and advisory work as you progress and develop within this growing firm. With clear career path and progression on offer within a leading firm. Client Details A highly regarded and expanding chartered accountancy firm, based in Bristol. The firm has a successful and growing private client and trust department undergoing significant growth, acting for wide ranging HNWIs and trusts. Trust clients are varied relating to investments, property portfolios and other wide range of trust client and the firm has a growing private client offering servicing a range of individuals, directors and other clients both UK and offshore trusts. The business is planning for the future growth of the department with a key addition. The firm provides excellent benefits and competitive salaries, flexitime, hybrid working up to three days from home and flexible hours. Description Joining as a qualified CTA or STEP, Trust Accounts and Tax Senior based in their Bristol office you will be responsible for managing the delivery of trust accounts and trust tax returns and wider associated services, delivering a quality compliance service, taking on a portfolio of Trust administration cases. There will be increasing involvement in more added valued advisory project work, focused on the delivery of planning solutions to a highly complex, interesting and challenging client base, with the associated technical development and career progression on offer, with a clear path to progress on offer. The firm and role provides a superb opportunity to further your career in tax and trusts. Profile For this Trust Accounts and Tax Senior role you will be either CTA or STEP qualified, and will have a background in an accountancy practice, or specialist professional services firm with anything from three years or considerably more, Trust Administration and tax compliance experience already developed in your career so far and you will looking to further your career within a growing, highly successful firm offering the chance to progress in this field. Job Offer 45,000 - 50,000 + , dependent on the background and experience of the right professional, plus benefits, negotiable.
Sep 21, 2026
Full time
A highly successful and growing chartered accountancy firm has a requirement for a qualified CTA or STEP, Trust Accounts and Tax Senior to join their team based in Bristol as a key addition providing Trust accounts and tax return compliance services along with increasing involvement in planning and advisory work as you progress and develop within this growing firm. With clear career path and progression on offer within a leading firm. Client Details A highly regarded and expanding chartered accountancy firm, based in Bristol. The firm has a successful and growing private client and trust department undergoing significant growth, acting for wide ranging HNWIs and trusts. Trust clients are varied relating to investments, property portfolios and other wide range of trust client and the firm has a growing private client offering servicing a range of individuals, directors and other clients both UK and offshore trusts. The business is planning for the future growth of the department with a key addition. The firm provides excellent benefits and competitive salaries, flexitime, hybrid working up to three days from home and flexible hours. Description Joining as a qualified CTA or STEP, Trust Accounts and Tax Senior based in their Bristol office you will be responsible for managing the delivery of trust accounts and trust tax returns and wider associated services, delivering a quality compliance service, taking on a portfolio of Trust administration cases. There will be increasing involvement in more added valued advisory project work, focused on the delivery of planning solutions to a highly complex, interesting and challenging client base, with the associated technical development and career progression on offer, with a clear path to progress on offer. The firm and role provides a superb opportunity to further your career in tax and trusts. Profile For this Trust Accounts and Tax Senior role you will be either CTA or STEP qualified, and will have a background in an accountancy practice, or specialist professional services firm with anything from three years or considerably more, Trust Administration and tax compliance experience already developed in your career so far and you will looking to further your career within a growing, highly successful firm offering the chance to progress in this field. Job Offer 45,000 - 50,000 + , dependent on the background and experience of the right professional, plus benefits, negotiable.
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)
Sep 21, 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)
This is a rare opportunity to take ownership as a Senior Payroll Manager of an established payroll business at a pivotal stage in its journey. You'll inherit a profitable operation with a loyal client base, while having the autonomy and support to shape its future growth, influence strategy, and build a high-performing team. Client Details Our client is a highly respected professional services organisation with a strong reputation for delivering exceptional support to businesses and individuals across the North West. Known for its people-first culture, collaborative working environment, and long-term commitment to employee development, the firm continues to invest in new services, technology, and growth opportunities. As part of its strategic expansion plans, the business is acquiring an established payroll bureau with approximately 300 active clients and annual recurring fee income of circa £330,000. This acquisition creates an exciting opportunity for an experienced payroll professional to take the lead, ensuring a seamless transition whilst driving future growth and service excellence. Description As Senior Payroll Manager, you will take full responsibility for leading and developing the payroll function following the acquisition. This role blends operational leadership, people management, client relationship management, and strategic development, making it far more than a traditional payroll position. Working closely with senior leadership, you will oversee the successful integration of the business, support the transition from the outgoing owner, and become the key figure responsible for the continued success and growth of the payroll division. Day-to-day, you will lead a team of payroll professionals, ensure accurate and timely payroll processing across a diverse client portfolio, provide expert guidance on payroll legislation and compliance, and act as a trusted advisor to both clients and internal stakeholders. You will also have the opportunity to contribute to the wider growth strategy of the department. Whether that's improving processes, developing new service offerings, supporting business development activity, creating marketing content, or expanding the team as the client base grows, you'll play a significant role in shaping the future direction of the division. This is an ideal opportunity for someone who enjoys the technical aspects of payroll but is equally motivated by leadership, commercial involvement, and the opportunity to build something. Key Responsibilities Lead and oversee the payroll department, contributing to its long-term strategy and growth. Manage the successful transition and integration of the acquired payroll bureau. Ensure the accurate and timely processing of weekly and monthly payrolls. Maintain compliance with all UK payroll, taxation and HMRC requirements, including RTI and year-end submissions. Act as the senior point of contact for complex payroll queries and escalations. Manage, mentor and develop payroll team members. Support recruitment, onboarding and training of new payroll staff as the business grows. Review and improve payroll processes, systems and efficiencies. Build strong relationships with clients, delivering an exceptional service experience. Support business development initiatives and contribute to the promotion and growth of payroll services. Profile We're looking for a payroll professional who combines technical expertise with strong leadership and commercial awareness. You'll likely bring: Significant payroll management experience, ideally within a bureau, accountancy practice, professional services, or outsourced payroll environment. A strong understanding of UK payroll legislation, compliance requirements, and HMRC regulations. Experience managing and developing payroll teams. Excellent client relationship and stakeholder management skills. Strong organisational skills with the ability to manage multiple priorities. A continuous improvement mindset with the desire to enhance processes and services. Commercial awareness and an interest in contributing to business growth. A proactive, hands-on approach and the confidence to operate autonomously. Job Offer £60,000 - £70,000 per annum, dependent upon experience. Annual firm-wide bonus scheme of up to 10% of salary. 27 days annual leave plus bank holidays. Birthday off and Christmas Eve off. Option to purchase up to 5 additional days' holiday after 12 months' service. Flexible working with core hours of 10am - 3pm. Hybrid working arrangements. Life assurance cover (4x annual salary). Employee Assistance Programme. Health and wellbeing initiatives. Active social committee and calendar of events. Genuine opportunity to shape and grow a key business function.
Sep 21, 2026
Full time
This is a rare opportunity to take ownership as a Senior Payroll Manager of an established payroll business at a pivotal stage in its journey. You'll inherit a profitable operation with a loyal client base, while having the autonomy and support to shape its future growth, influence strategy, and build a high-performing team. Client Details Our client is a highly respected professional services organisation with a strong reputation for delivering exceptional support to businesses and individuals across the North West. Known for its people-first culture, collaborative working environment, and long-term commitment to employee development, the firm continues to invest in new services, technology, and growth opportunities. As part of its strategic expansion plans, the business is acquiring an established payroll bureau with approximately 300 active clients and annual recurring fee income of circa £330,000. This acquisition creates an exciting opportunity for an experienced payroll professional to take the lead, ensuring a seamless transition whilst driving future growth and service excellence. Description As Senior Payroll Manager, you will take full responsibility for leading and developing the payroll function following the acquisition. This role blends operational leadership, people management, client relationship management, and strategic development, making it far more than a traditional payroll position. Working closely with senior leadership, you will oversee the successful integration of the business, support the transition from the outgoing owner, and become the key figure responsible for the continued success and growth of the payroll division. Day-to-day, you will lead a team of payroll professionals, ensure accurate and timely payroll processing across a diverse client portfolio, provide expert guidance on payroll legislation and compliance, and act as a trusted advisor to both clients and internal stakeholders. You will also have the opportunity to contribute to the wider growth strategy of the department. Whether that's improving processes, developing new service offerings, supporting business development activity, creating marketing content, or expanding the team as the client base grows, you'll play a significant role in shaping the future direction of the division. This is an ideal opportunity for someone who enjoys the technical aspects of payroll but is equally motivated by leadership, commercial involvement, and the opportunity to build something. Key Responsibilities Lead and oversee the payroll department, contributing to its long-term strategy and growth. Manage the successful transition and integration of the acquired payroll bureau. Ensure the accurate and timely processing of weekly and monthly payrolls. Maintain compliance with all UK payroll, taxation and HMRC requirements, including RTI and year-end submissions. Act as the senior point of contact for complex payroll queries and escalations. Manage, mentor and develop payroll team members. Support recruitment, onboarding and training of new payroll staff as the business grows. Review and improve payroll processes, systems and efficiencies. Build strong relationships with clients, delivering an exceptional service experience. Support business development initiatives and contribute to the promotion and growth of payroll services. Profile We're looking for a payroll professional who combines technical expertise with strong leadership and commercial awareness. You'll likely bring: Significant payroll management experience, ideally within a bureau, accountancy practice, professional services, or outsourced payroll environment. A strong understanding of UK payroll legislation, compliance requirements, and HMRC regulations. Experience managing and developing payroll teams. Excellent client relationship and stakeholder management skills. Strong organisational skills with the ability to manage multiple priorities. A continuous improvement mindset with the desire to enhance processes and services. Commercial awareness and an interest in contributing to business growth. A proactive, hands-on approach and the confidence to operate autonomously. Job Offer £60,000 - £70,000 per annum, dependent upon experience. Annual firm-wide bonus scheme of up to 10% of salary. 27 days annual leave plus bank holidays. Birthday off and Christmas Eve off. Option to purchase up to 5 additional days' holiday after 12 months' service. Flexible working with core hours of 10am - 3pm. Hybrid working arrangements. Life assurance cover (4x annual salary). Employee Assistance Programme. Health and wellbeing initiatives. Active social committee and calendar of events. Genuine opportunity to shape and grow a key business function.
Ready to step into a senior leadership role with a firm that has ambitious growth plans? This is a fantastic opportunity to join a growing Private Client Tax team and play a key role in shaping its future. Your new company A highly regarded accountancy and business advisory firm with a strong UK presence and international reach. Working with entrepreneurs, family offices, trustees and high-net-worth individuals, the firm offers a collaborative culture, excellent career progression, and a modern Birmingham city centre office. Your new role You'll lead a portfolio of private client tax advisory work, build and develop client relationships, drive new business opportunities, and work closely with Partners on strategic projects. You'll also mentor junior team members and contribute to the continued growth of the practice. What you'll need to succeed CTA and/or ACA qualified (or equivalent experience) Strong private client tax advisory experience Proven client relationship and project management skills Commercial mindset with business development experience Passion for developing and mentoring others What you'll get in return Hybrid and flexible working 25 days holiday + bank holidays + birthday off Life assurance Ongoing career progression and Partner-led development and support for future partner promotion Direct entry partnership may be considered for the right candidate Apply Now If you're looking for a senior private client tax role where you can genuinely influence growth and make an impact, we'd love to hear from you. 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)
Sep 21, 2026
Full time
Ready to step into a senior leadership role with a firm that has ambitious growth plans? This is a fantastic opportunity to join a growing Private Client Tax team and play a key role in shaping its future. Your new company A highly regarded accountancy and business advisory firm with a strong UK presence and international reach. Working with entrepreneurs, family offices, trustees and high-net-worth individuals, the firm offers a collaborative culture, excellent career progression, and a modern Birmingham city centre office. Your new role You'll lead a portfolio of private client tax advisory work, build and develop client relationships, drive new business opportunities, and work closely with Partners on strategic projects. You'll also mentor junior team members and contribute to the continued growth of the practice. What you'll need to succeed CTA and/or ACA qualified (or equivalent experience) Strong private client tax advisory experience Proven client relationship and project management skills Commercial mindset with business development experience Passion for developing and mentoring others What you'll get in return Hybrid and flexible working 25 days holiday + bank holidays + birthday off Life assurance Ongoing career progression and Partner-led development and support for future partner promotion Direct entry partnership may be considered for the right candidate Apply Now If you're looking for a senior private client tax role where you can genuinely influence growth and make an impact, we'd love to hear from you. 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)
An exciting opportunity has arisen for a highly skilled Senior Private Client Tax Manager to join a professional services team in Farnham. The successful candidate will oversee a portfolio of clients, providing exceptional tax consultancy services. Client Details Our client is a large professional services organization with a strong reputation in the tax industry. With a commitment to providing high-quality services, this established firm is well-respected in Farnham and across the country. Description To manage/support with the tax compliance matters of a varied portfolio of clients. The portfolio currently comprises c1,000 clients, prepared by the wider Tax team. The majority of tax clients are personal tax based including directors and high net worth individuals along with some Trusts and some partnerships whose tax affairs are of varying complexity. To monitor and ensure that all statutory tax returns are completed and filed on time, are accurate and in keeping with best practice, and that all follow up action is anticipated, planned, and implemented throughout the tax year. To ensure that clients are kept informed about their obligations and deadlines and that they are kept up to date with any relevant changes in legislation or best practice. To maintain clear and structured compliance and advisory files and working papers and provide completed returns/letter along with relevant review points to Partner for review. To organise the effective time management of own workload and that of the team, planning and prioritising, and keeping the Partner informed of any anticipated bottlenecks or problems with meeting deadlines. To build rapport and maintain regular contact with clients by telephone, email, letter and in person. To keep up to date on technical matters and identifying areas/upcoming changes which may be relevant and liaising with Tax Partner to ensure feedback is communicated across both offices. To identify and action opportunities for tax planning with the support of the partners. To undertake any ad hoc projects as requested by the partners. Profile A successful Senior Private Client Tax Manager should have: CTA/ATT qualified. Extensive knowledge of tax laws and regulations. Exceptional client service skills with a proven ability to develop and maintain client relationships. Strong leadership skills and the ability to mentor junior staff. Excellent communication skills, both written and verbal. Job Offer Competitive salary ranging from £70,000 to £80,000. Opportunity to work in a respected professional services firm in Alton. Comprehensive benefits package. Continuous professional development opportunities. A supportive work environment that values diversity and inclusion.
Sep 21, 2026
Full time
An exciting opportunity has arisen for a highly skilled Senior Private Client Tax Manager to join a professional services team in Farnham. The successful candidate will oversee a portfolio of clients, providing exceptional tax consultancy services. Client Details Our client is a large professional services organization with a strong reputation in the tax industry. With a commitment to providing high-quality services, this established firm is well-respected in Farnham and across the country. Description To manage/support with the tax compliance matters of a varied portfolio of clients. The portfolio currently comprises c1,000 clients, prepared by the wider Tax team. The majority of tax clients are personal tax based including directors and high net worth individuals along with some Trusts and some partnerships whose tax affairs are of varying complexity. To monitor and ensure that all statutory tax returns are completed and filed on time, are accurate and in keeping with best practice, and that all follow up action is anticipated, planned, and implemented throughout the tax year. To ensure that clients are kept informed about their obligations and deadlines and that they are kept up to date with any relevant changes in legislation or best practice. To maintain clear and structured compliance and advisory files and working papers and provide completed returns/letter along with relevant review points to Partner for review. To organise the effective time management of own workload and that of the team, planning and prioritising, and keeping the Partner informed of any anticipated bottlenecks or problems with meeting deadlines. To build rapport and maintain regular contact with clients by telephone, email, letter and in person. To keep up to date on technical matters and identifying areas/upcoming changes which may be relevant and liaising with Tax Partner to ensure feedback is communicated across both offices. To identify and action opportunities for tax planning with the support of the partners. To undertake any ad hoc projects as requested by the partners. Profile A successful Senior Private Client Tax Manager should have: CTA/ATT qualified. Extensive knowledge of tax laws and regulations. Exceptional client service skills with a proven ability to develop and maintain client relationships. Strong leadership skills and the ability to mentor junior staff. Excellent communication skills, both written and verbal. Job Offer Competitive salary ranging from £70,000 to £80,000. Opportunity to work in a respected professional services firm in Alton. Comprehensive benefits package. Continuous professional development opportunities. A supportive work environment that values diversity and inclusion.
TPF Recruitment is supporting a well established and highly regarded firm of chartered accountants in Ashford with the recruitment of a Personal Tax Specialist. This is an excellent opportunity to join a successful and supportive practice, working across a varied mix of personal tax compliance and advisory services. You will manage your own portfolio of clients while developing trusted relationships and providing a high quality service. The position can be tailored around your existing experience and future aspirations. For someone with strong advisory experience, the firm can offer an immediate focus in this area. Alternatively, they can provide the training and exposure required to help you develop your advisory skills over time. The firm may also consider candidates seeking a broader mixed tax role, combining personal and corporate tax responsibilities. Responsibilities Managing a varied portfolio of personal tax clients Preparing and reviewing self assessment tax returns Supporting clients with a range of tax planning matters, IHT, CGT, trusts, Estates etc. Providing personal tax compliance and advisory services Building strong and lasting relationships with clients Liaising with HMRC and responding to tax enquiries Identifying opportunities to provide additional advice and support Assisting with the development of more junior members of the team where appropriate Requirements Previous personal tax experience gained within an accountancy practice ATT, CTA, ACA or ACCA qualified, studying towards a relevant qualification, or qualified through experience Strong technical knowledge of personal tax compliance Excellent communication and client management skills An interest in developing further advisory experience Candidates seeking either a personal tax or mixed tax position will be considered Benefits A competitive salary based on experience (Circa 40- 60k+) Comprehensive Benefits Package A varied portfolio of interesting clients Excellent exposure to both compliance and advisory work A position that can be shaped around your experience and career aspirations Ongoing training and professional development Strong opportunities for future career progression A supportive and highly regarded working environment Please apply for the position or contact TPF Recruitment for a confidential conversation about this opportunity. (phone number removed) (url removed)
Sep 21, 2026
Full time
TPF Recruitment is supporting a well established and highly regarded firm of chartered accountants in Ashford with the recruitment of a Personal Tax Specialist. This is an excellent opportunity to join a successful and supportive practice, working across a varied mix of personal tax compliance and advisory services. You will manage your own portfolio of clients while developing trusted relationships and providing a high quality service. The position can be tailored around your existing experience and future aspirations. For someone with strong advisory experience, the firm can offer an immediate focus in this area. Alternatively, they can provide the training and exposure required to help you develop your advisory skills over time. The firm may also consider candidates seeking a broader mixed tax role, combining personal and corporate tax responsibilities. Responsibilities Managing a varied portfolio of personal tax clients Preparing and reviewing self assessment tax returns Supporting clients with a range of tax planning matters, IHT, CGT, trusts, Estates etc. Providing personal tax compliance and advisory services Building strong and lasting relationships with clients Liaising with HMRC and responding to tax enquiries Identifying opportunities to provide additional advice and support Assisting with the development of more junior members of the team where appropriate Requirements Previous personal tax experience gained within an accountancy practice ATT, CTA, ACA or ACCA qualified, studying towards a relevant qualification, or qualified through experience Strong technical knowledge of personal tax compliance Excellent communication and client management skills An interest in developing further advisory experience Candidates seeking either a personal tax or mixed tax position will be considered Benefits A competitive salary based on experience (Circa 40- 60k+) Comprehensive Benefits Package A varied portfolio of interesting clients Excellent exposure to both compliance and advisory work A position that can be shaped around your experience and career aspirations Ongoing training and professional development Strong opportunities for future career progression A supportive and highly regarded working environment Please apply for the position or contact TPF Recruitment for a confidential conversation about this opportunity. (phone number removed) (url removed)
Are you an experienced Private Client Tax Adviser looking for genuine flexibility without compromising on the quality of your work or clients? This is an opportunity to join a respected, boutique private client firm working with high net worth individuals, families and trusts all on a fully remote basis. Our Client Our client is a small, successful private client tax advisory firm, established in 2 click apply for full job details
Sep 20, 2026
Full time
Are you an experienced Private Client Tax Adviser looking for genuine flexibility without compromising on the quality of your work or clients? This is an opportunity to join a respected, boutique private client firm working with high net worth individuals, families and trusts all on a fully remote basis. Our Client Our client is a small, successful private client tax advisory firm, established in 2 click apply for full job details
This Private Client Tax Manager position offers an exciting opportunity to work within the professional services industry, focusing on delivering high-quality tax advice and compliance services. Based in Maidstone, the role requires expertise in private client tax matters and the ability to manage client relationships effectively. Client Details This role is with a professional services firm known for its focus on providing tailored tax and financial solutions. As a medium-sized organisation, they are committed to offering their clients exceptional advice and support in a professional setting. Description Provide expert advice on private client tax matters, including tax planning and compliance. Manage and develop a portfolio of private client tax clients. Prepare and review personal tax returns and other compliance tasks. Assisting with the preparation of IHT and trust tax planning advisory reports for HNWIs, agricultural clients and business owners. Support the team with complex tax queries and technical issues. Build and maintain strong client relationships, ensuring excellent service delivery. Keep up to date with changes in tax legislation and ensure compliance with current regulations. Mentor and guide junior team members, fostering a collaborative working environment. Profile A successful Private Client Tax Manager should have: Professional qualifications in tax or accountancy, such as CTA or STEP (QBE candidates will be considered). IHT and trust advisory experience preferred. Proven ability to manage client relationships and deliver tailored tax solutions. Strong analytical and problem-solving skills. Excellent communication skills, both written and verbal. A proactive and detail-oriented approach to work. Job Offer Competitive salary ranging from £50,000 to £60,000 per annum. Permanent position within a professional services firm. Opportunities for professional growth and development. Collaborative and professional work environment in Maidstone. Exposure to a diverse range of private client tax matters. Hybrid working.
Sep 20, 2026
Full time
This Private Client Tax Manager position offers an exciting opportunity to work within the professional services industry, focusing on delivering high-quality tax advice and compliance services. Based in Maidstone, the role requires expertise in private client tax matters and the ability to manage client relationships effectively. Client Details This role is with a professional services firm known for its focus on providing tailored tax and financial solutions. As a medium-sized organisation, they are committed to offering their clients exceptional advice and support in a professional setting. Description Provide expert advice on private client tax matters, including tax planning and compliance. Manage and develop a portfolio of private client tax clients. Prepare and review personal tax returns and other compliance tasks. Assisting with the preparation of IHT and trust tax planning advisory reports for HNWIs, agricultural clients and business owners. Support the team with complex tax queries and technical issues. Build and maintain strong client relationships, ensuring excellent service delivery. Keep up to date with changes in tax legislation and ensure compliance with current regulations. Mentor and guide junior team members, fostering a collaborative working environment. Profile A successful Private Client Tax Manager should have: Professional qualifications in tax or accountancy, such as CTA or STEP (QBE candidates will be considered). IHT and trust advisory experience preferred. Proven ability to manage client relationships and deliver tailored tax solutions. Strong analytical and problem-solving skills. Excellent communication skills, both written and verbal. A proactive and detail-oriented approach to work. Job Offer Competitive salary ranging from £50,000 to £60,000 per annum. Permanent position within a professional services firm. Opportunities for professional growth and development. Collaborative and professional work environment in Maidstone. Exposure to a diverse range of private client tax matters. Hybrid working.
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Our Indirect Tax business continues to grow at a rapid pace. Indirect Taxes raise significant revenues for governments globally and gain increasing focus from tax authorities, the media and the public. For you it's the chance to hone your tax technical, project management and client service skills with interesting and complex assignments to help clients of all sizes succeed. The team comprises a mix of 'home-grown' (including at partner level) and externally recruited talent. This strength and diversity of knowledge and experience creates an environment where our team can bring fresh thinking and a varied perspective to every project, enabling us to deliver creative, commercial and robust solutions for our clients. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable taking responsibility for your own client portfolio as well as working as part of a team to develop colleagues and drive the wider business aims. You will be part of a local team, supported by two Senior Managers, a Director and a Partner but given the autonomy and time to develop your personal business as part of that team. You'll be someone with: Significant technical understanding of and previous experience within UK VAT. In-depth knowledge of recent key updates and areas of focus within UK VAT Responsibility to build, manage and develop your advisory portfolio, supported by the Partner and Director. Confidence to build an internal and external network in the local area to drive new business opportunities Ability to actively seek opportunities for selling new services to existing clients Experience of leading engagement with HMRC for clients Experience and credibility when dealing with client senior management An understanding of the regulatory and risk environment in which ICAEW regulated professional services firms operate CTA and/or ACA qualified or equivalent You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Sep 20, 2026
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Our Indirect Tax business continues to grow at a rapid pace. Indirect Taxes raise significant revenues for governments globally and gain increasing focus from tax authorities, the media and the public. For you it's the chance to hone your tax technical, project management and client service skills with interesting and complex assignments to help clients of all sizes succeed. The team comprises a mix of 'home-grown' (including at partner level) and externally recruited talent. This strength and diversity of knowledge and experience creates an environment where our team can bring fresh thinking and a varied perspective to every project, enabling us to deliver creative, commercial and robust solutions for our clients. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable taking responsibility for your own client portfolio as well as working as part of a team to develop colleagues and drive the wider business aims. You will be part of a local team, supported by two Senior Managers, a Director and a Partner but given the autonomy and time to develop your personal business as part of that team. You'll be someone with: Significant technical understanding of and previous experience within UK VAT. In-depth knowledge of recent key updates and areas of focus within UK VAT Responsibility to build, manage and develop your advisory portfolio, supported by the Partner and Director. Confidence to build an internal and external network in the local area to drive new business opportunities Ability to actively seek opportunities for selling new services to existing clients Experience of leading engagement with HMRC for clients Experience and credibility when dealing with client senior management An understanding of the regulatory and risk environment in which ICAEW regulated professional services firms operate CTA and/or ACA qualified or equivalent You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Clark Wood - Accountancy Practice & Tax Recruitment
St. Albans, Hertfordshire
Private Client Tax Manager / Senior Manager St Albans £ + Benefits Clark Wood - Tax Recruitment Clark Wood are currently working with a highly regarded and growing accountancy practice in St Albans who are looking to recruit a Private Client Tax Manager or Senior Manager into their established tax team. This is an excellent opportunity for an experienced Private Client Tax professional looking for a role combining portfolio management, complex advisory work, direct Partner exposure and team management. The firm has an excellent reputation within Private Client Tax and advises a high-quality portfolio predominantly consisting of high-net-worth individuals, entrepreneurs, sole traders and partnerships, alongside individuals with UK and international tax considerations. The position offers a particularly strong level of advisory exposure, with Inheritance Tax planning forming a significant part of the role alongside CGT, residence, trusts, pension planning and wider personal tax matters. The Role: Working directly with the Partners, you will take responsibility for your own portfolio of Private Client Tax clients while playing an important role in the continued development of the team. Responsibilities will include: Managing a varied portfolio of HNW private clients Reviewing Self-Assessment tax returns and overseeing annual compliance requirements Advising clients across Income Tax, Capital Gains Tax and Inheritance Tax Working closely with Partners on complex Private Client advisory assignments Advising on IHT and succession planning, residence, UK trusts, pension planning and appropriate business structures Exposure to internationally mobile individuals, including clients coming to and leaving the UK Advising clients who are beneficiaries of UK and non-UK trusts Attending and contributing to existing and prospective client meetings Building strong, long-term relationships with clients and other professional advisers Dealing with HMRC enquiries and disclosure matters Managing budgets, billing and portfolio profitability Training, supervising and developing junior members of the team Contributing to departmental management meetings Supporting networking and business development activity The Candidate: The successful individual will ideally be CTA qualified with a strong background in Private Client Tax gained within an accountancy practice, tax consultancy or similar professional environment. For Manager level, you will ideally have at least 2 years' relevant Private Client Tax experience alongside your qualification. For Senior Manager level, you will ideally have 5+ years' Private Client Tax experience and the ability to take ownership of more complex client relationships and advisory assignments. A strong working knowledge of Inheritance Tax is particularly important, alongside experience across Income Tax and Capital Gains Tax. You should also be comfortable managing your own portfolio, reviewing work, developing junior staff and working directly with senior stakeholders and clients. Experience of CCH would be advantageous but isn't essential. What's On Offer? This is a particularly attractive opportunity for someone who wants to move into a role with genuine advisory substance rather than predominantly compliance work. You'll be joining an established and highly regarded Private Client Tax team within a growing independent firm, offering the technical quality and client base associated with a much larger practice while retaining a friendly and collaborative working environment. The client portfolio provides exposure to HNW individuals, entrepreneurs, internationally mobile clients, trusts and complex family wealth, with the opportunity to work directly alongside experienced Partners on sophisticated planning assignments. There is excellent scope to continue developing technically, take on greater responsibility and progress your career over the longer term. For further information on this position or for a confidential discussion about your next career move, please contact: David Elliot - Clark Wood
Sep 19, 2026
Full time
Private Client Tax Manager / Senior Manager St Albans £ + Benefits Clark Wood - Tax Recruitment Clark Wood are currently working with a highly regarded and growing accountancy practice in St Albans who are looking to recruit a Private Client Tax Manager or Senior Manager into their established tax team. This is an excellent opportunity for an experienced Private Client Tax professional looking for a role combining portfolio management, complex advisory work, direct Partner exposure and team management. The firm has an excellent reputation within Private Client Tax and advises a high-quality portfolio predominantly consisting of high-net-worth individuals, entrepreneurs, sole traders and partnerships, alongside individuals with UK and international tax considerations. The position offers a particularly strong level of advisory exposure, with Inheritance Tax planning forming a significant part of the role alongside CGT, residence, trusts, pension planning and wider personal tax matters. The Role: Working directly with the Partners, you will take responsibility for your own portfolio of Private Client Tax clients while playing an important role in the continued development of the team. Responsibilities will include: Managing a varied portfolio of HNW private clients Reviewing Self-Assessment tax returns and overseeing annual compliance requirements Advising clients across Income Tax, Capital Gains Tax and Inheritance Tax Working closely with Partners on complex Private Client advisory assignments Advising on IHT and succession planning, residence, UK trusts, pension planning and appropriate business structures Exposure to internationally mobile individuals, including clients coming to and leaving the UK Advising clients who are beneficiaries of UK and non-UK trusts Attending and contributing to existing and prospective client meetings Building strong, long-term relationships with clients and other professional advisers Dealing with HMRC enquiries and disclosure matters Managing budgets, billing and portfolio profitability Training, supervising and developing junior members of the team Contributing to departmental management meetings Supporting networking and business development activity The Candidate: The successful individual will ideally be CTA qualified with a strong background in Private Client Tax gained within an accountancy practice, tax consultancy or similar professional environment. For Manager level, you will ideally have at least 2 years' relevant Private Client Tax experience alongside your qualification. For Senior Manager level, you will ideally have 5+ years' Private Client Tax experience and the ability to take ownership of more complex client relationships and advisory assignments. A strong working knowledge of Inheritance Tax is particularly important, alongside experience across Income Tax and Capital Gains Tax. You should also be comfortable managing your own portfolio, reviewing work, developing junior staff and working directly with senior stakeholders and clients. Experience of CCH would be advantageous but isn't essential. What's On Offer? This is a particularly attractive opportunity for someone who wants to move into a role with genuine advisory substance rather than predominantly compliance work. You'll be joining an established and highly regarded Private Client Tax team within a growing independent firm, offering the technical quality and client base associated with a much larger practice while retaining a friendly and collaborative working environment. The client portfolio provides exposure to HNW individuals, entrepreneurs, internationally mobile clients, trusts and complex family wealth, with the opportunity to work directly alongside experienced Partners on sophisticated planning assignments. There is excellent scope to continue developing technically, take on greater responsibility and progress your career over the longer term. For further information on this position or for a confidential discussion about your next career move, please contact: David Elliot - Clark Wood
TPF Recruitment is delighted to be supporting a highly regarded mid tier chartered accountancy practice in their search for a Private Client Tax Senior Manager to join their growing team in Sidcup. This is a newly created position that has arisen as a result of the firm's continued growth, making it an excellent opportunity to join a successful and expanding Private Client Tax department with genuine long term career prospects. The successful candidate will play a key role in leading complex advisory projects, managing significant client relationships and supporting the continued growth of the team. Working alongside Partners and Directors, you'll advise an impressive portfolio of high net worth and ultra high net worth individuals, entrepreneurs, families, family offices and trusts, delivering bespoke tax planning solutions across a broad range of complex private client matters. This is a predominantly advisory role, with strategic oversight of compliance work. The Role As a Private Client Tax Senior Manager, your responsibilities will include: Managing a portfolio of high net worth and ultra high net worth individuals, families and trusts. Leading complex private client advisory projects across a broad range of tax matters. Advising on residency, domicile and international tax matters, including the new long term residence, Temporary Repatriation Facility (TRF) and Foreign Income and Gains (FIG) rules. Advising on historic non domiciled taxation, the remittance basis and mixed fund rules. Providing advice on the UK Statutory Residence Test and double tax treaties. Delivering sophisticated Inheritance Tax planning, including trusts, wills, Business Relief, Residence Nil Rate Band, pensions and succession planning. Advising on UK and offshore trust structures, Family Investment Companies and property holding structures. Supporting clients through HMRC enquiries and responding to HMRC nudge letters. Preparing and reviewing high quality technical reports and delivering clear, commercial advice. Managing client relationships, budgets, fee estimates and billing. Supporting business development initiatives and identifying opportunities to grow client relationships. Mentoring and developing Managers and junior members of the team. Working closely with the Partners on strategic client matters and contributing to the continued growth of the Private Client Tax service line. Requirements We're looking for an experienced Private Client Tax professional who is seeking a long term career within a growing and ambitious practice. You'll ideally have: CTA qualified (essential). Significant post qualification experience within Private Client Tax. Experience advising high net worth and ultra high net worth individuals within a Mid Tier or Big Four accountancy practice. STEP qualification would be advantageous. Strong technical knowledge across: New long term residence, TRF and FIG rules. Historic non domiciled taxation, remittance basis and mixed fund rules. UK Statutory Residence Test. Double tax treaties. UK and offshore trusts. Inheritance Tax planning, including trusts, wills, Business Relief, Residence Nil Rate Band, pensions and other reliefs. Property holding structures and Family Investment Companies. HMRC enquiries and nudge letters. Excellent report writing and technical advisory skills. Experience managing billing, fee estimates, budgets and client expectations. Strong leadership and relationship management skills. A stable career history and a genuine desire to build a long term career within a growing team. Benefits Competitive salary of 65,000 to 80,000, depending on experience. Comprehensive benefits package. Hybrid and flexible working. A predominantly advisory role with exposure to high quality and technically challenging work. The opportunity to advise an exceptional portfolio of high net worth and ultra high net worth clients. Excellent career progression within a growing and successful mid tier practice. Ongoing technical development and professional training. A collaborative, supportive and forward thinking working environment. If you're an experienced Private Client Tax Senior Manager looking to join a growing mid tier practice where you can lead complex advisory work, build lasting client relationships and continue progressing your career, we'd love to hear from you. Apply today or contact TPF Recruitment for a confidential discussion. (url removed) (phone number removed)
Sep 19, 2026
Full time
TPF Recruitment is delighted to be supporting a highly regarded mid tier chartered accountancy practice in their search for a Private Client Tax Senior Manager to join their growing team in Sidcup. This is a newly created position that has arisen as a result of the firm's continued growth, making it an excellent opportunity to join a successful and expanding Private Client Tax department with genuine long term career prospects. The successful candidate will play a key role in leading complex advisory projects, managing significant client relationships and supporting the continued growth of the team. Working alongside Partners and Directors, you'll advise an impressive portfolio of high net worth and ultra high net worth individuals, entrepreneurs, families, family offices and trusts, delivering bespoke tax planning solutions across a broad range of complex private client matters. This is a predominantly advisory role, with strategic oversight of compliance work. The Role As a Private Client Tax Senior Manager, your responsibilities will include: Managing a portfolio of high net worth and ultra high net worth individuals, families and trusts. Leading complex private client advisory projects across a broad range of tax matters. Advising on residency, domicile and international tax matters, including the new long term residence, Temporary Repatriation Facility (TRF) and Foreign Income and Gains (FIG) rules. Advising on historic non domiciled taxation, the remittance basis and mixed fund rules. Providing advice on the UK Statutory Residence Test and double tax treaties. Delivering sophisticated Inheritance Tax planning, including trusts, wills, Business Relief, Residence Nil Rate Band, pensions and succession planning. Advising on UK and offshore trust structures, Family Investment Companies and property holding structures. Supporting clients through HMRC enquiries and responding to HMRC nudge letters. Preparing and reviewing high quality technical reports and delivering clear, commercial advice. Managing client relationships, budgets, fee estimates and billing. Supporting business development initiatives and identifying opportunities to grow client relationships. Mentoring and developing Managers and junior members of the team. Working closely with the Partners on strategic client matters and contributing to the continued growth of the Private Client Tax service line. Requirements We're looking for an experienced Private Client Tax professional who is seeking a long term career within a growing and ambitious practice. You'll ideally have: CTA qualified (essential). Significant post qualification experience within Private Client Tax. Experience advising high net worth and ultra high net worth individuals within a Mid Tier or Big Four accountancy practice. STEP qualification would be advantageous. Strong technical knowledge across: New long term residence, TRF and FIG rules. Historic non domiciled taxation, remittance basis and mixed fund rules. UK Statutory Residence Test. Double tax treaties. UK and offshore trusts. Inheritance Tax planning, including trusts, wills, Business Relief, Residence Nil Rate Band, pensions and other reliefs. Property holding structures and Family Investment Companies. HMRC enquiries and nudge letters. Excellent report writing and technical advisory skills. Experience managing billing, fee estimates, budgets and client expectations. Strong leadership and relationship management skills. A stable career history and a genuine desire to build a long term career within a growing team. Benefits Competitive salary of 65,000 to 80,000, depending on experience. Comprehensive benefits package. Hybrid and flexible working. A predominantly advisory role with exposure to high quality and technically challenging work. The opportunity to advise an exceptional portfolio of high net worth and ultra high net worth clients. Excellent career progression within a growing and successful mid tier practice. Ongoing technical development and professional training. A collaborative, supportive and forward thinking working environment. If you're an experienced Private Client Tax Senior Manager looking to join a growing mid tier practice where you can lead complex advisory work, build lasting client relationships and continue progressing your career, we'd love to hear from you. Apply today or contact TPF Recruitment for a confidential discussion. (url removed) (phone number removed)
Tax Senior / Assistant Manager (Hybrid) Glasgow Hours: Monday to Friday, 9.00am to 5.00pm Hybrid Working: Up to 2 days working from home Take the Next Step in Your Tax Career Are you an experienced tax professional looking for more than just another compliance role? This is an exciting opportunity to join a well established and growing accountancy practice where you'll work with a varied portfolio of clients, build long term relationships and become a key member of a supportive tax team. You'll report directly to the Tax Manager and work alongside an experienced team of six to seven professionals. This role offers genuine career progression, with the opportunity to become the team's technical specialist and progress into management as the department continues to grow. What You'll Be Doing No two days are the same. You'll combine compliance, advisory work and client management while working with a diverse portfolio across personal and corporate tax. Your responsibilities will include: Reviewing personal and corporate tax returns prepared by junior team members Managing your own portfolio of clients and acting as their trusted adviser Providing tax compliance and advisory support across a broad range of tax matters Building strong client relationships and delivering an exceptional level of service Supporting and mentoring junior colleagues Assisting with more complex tax queries and technical matters Identifying opportunities to improve processes and add value for clients Keeping up to date with changes in tax legislation What We're Looking For We're looking for someone who enjoys working closely with clients, takes pride in producing high quality work and is ambitious to progress their career. You'll ideally have: Previous experience within an accountancy practice Strong experience preparing and reviewing tax returns A mixed tax background covering personal and corporate tax Excellent communication and relationship building skills Strong technical knowledge and attention to detail The confidence to review work and support junior team members The ambition to progress into a future management position Why Join? This is a business that genuinely invests in its people and offers the opportunity to build a long term career. Benefits include: Hybrid working with up to two days working from home Clear progression to Assistant Manager, Manager and beyond Varied client portfolio across multiple sectors The opportunity to become a key technical member of the team Supportive, down to earth leadership team Friendly and collaborative working environment Regular team social events Stable, growing and highly respected accountancy practice If you're looking for a role where you'll be recognised, challenged and given the opportunity to progress, I'd love to hear from you. Please reach out to me at (url removed) / (phone number removed). Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Sep 19, 2026
Full time
Tax Senior / Assistant Manager (Hybrid) Glasgow Hours: Monday to Friday, 9.00am to 5.00pm Hybrid Working: Up to 2 days working from home Take the Next Step in Your Tax Career Are you an experienced tax professional looking for more than just another compliance role? This is an exciting opportunity to join a well established and growing accountancy practice where you'll work with a varied portfolio of clients, build long term relationships and become a key member of a supportive tax team. You'll report directly to the Tax Manager and work alongside an experienced team of six to seven professionals. This role offers genuine career progression, with the opportunity to become the team's technical specialist and progress into management as the department continues to grow. What You'll Be Doing No two days are the same. You'll combine compliance, advisory work and client management while working with a diverse portfolio across personal and corporate tax. Your responsibilities will include: Reviewing personal and corporate tax returns prepared by junior team members Managing your own portfolio of clients and acting as their trusted adviser Providing tax compliance and advisory support across a broad range of tax matters Building strong client relationships and delivering an exceptional level of service Supporting and mentoring junior colleagues Assisting with more complex tax queries and technical matters Identifying opportunities to improve processes and add value for clients Keeping up to date with changes in tax legislation What We're Looking For We're looking for someone who enjoys working closely with clients, takes pride in producing high quality work and is ambitious to progress their career. You'll ideally have: Previous experience within an accountancy practice Strong experience preparing and reviewing tax returns A mixed tax background covering personal and corporate tax Excellent communication and relationship building skills Strong technical knowledge and attention to detail The confidence to review work and support junior team members The ambition to progress into a future management position Why Join? This is a business that genuinely invests in its people and offers the opportunity to build a long term career. Benefits include: Hybrid working with up to two days working from home Clear progression to Assistant Manager, Manager and beyond Varied client portfolio across multiple sectors The opportunity to become a key technical member of the team Supportive, down to earth leadership team Friendly and collaborative working environment Regular team social events Stable, growing and highly respected accountancy practice If you're looking for a role where you'll be recognised, challenged and given the opportunity to progress, I'd love to hear from you. Please reach out to me at (url removed) / (phone number removed). Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Are you an experienced Private Client Tax Adviser looking for genuine flexibility without compromising on the quality of your work or clients? This is an opportunity to join a respected, boutique private client firm working with high net worth individuals, families and trusts all on a fully remote, part-time basis. Our Client Our client is a small, successful private client tax advisory firm, estab click apply for full job details
Sep 19, 2026
Full time
Are you an experienced Private Client Tax Adviser looking for genuine flexibility without compromising on the quality of your work or clients? This is an opportunity to join a respected, boutique private client firm working with high net worth individuals, families and trusts all on a fully remote, part-time basis. Our Client Our client is a small, successful private client tax advisory firm, estab click apply for full job details
My client is a highly regarded boutique tax advisory practice specialising in complex UK and international tax and wealth structuring. They advise a prestigious client base including high and ultra-high net worth individuals, business owners, trustees, and financial institutions. Due to continued growth, they are seeking a Tax Solicitor (3+ PQE) to join their specialist team. This role is strongly advisory-focused, offering exposure to complex, high-value tax matters within a confidential and technically demanding environment. Key Responsibilities: • Advise on complex UK and international tax matters, often bespoke in nature • Support senior tax professionals on advisory and contentious work • Conduct detailed legal and tax research under time pressure • Prepare clear, well-structured advice for clients and their advisers • Work across private client, corporate, trust, and property-related matters • Liaise directly with clients and professional advisers • Manage multiple assignments independently with minimal supervision Requirements: • Qualified Solicitor with 3+ years' PQE • Strong academic background (minimum 2:1 or equivalent) • Experience in tax, with private client exposure advantageous • Knowledge of key UK legal principles (trusts, contracts, companies, land law, etc.) • Experience across areas such as income tax, CGT, IHT, corporate tax and VAT • Familiarity with tax enquiries, disputes, and regulatory frameworks beneficial • Strong analytical, drafting, and problem-solving skills • Excellent communication skills and ability to work independently Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
Sep 19, 2026
Full time
My client is a highly regarded boutique tax advisory practice specialising in complex UK and international tax and wealth structuring. They advise a prestigious client base including high and ultra-high net worth individuals, business owners, trustees, and financial institutions. Due to continued growth, they are seeking a Tax Solicitor (3+ PQE) to join their specialist team. This role is strongly advisory-focused, offering exposure to complex, high-value tax matters within a confidential and technically demanding environment. Key Responsibilities: • Advise on complex UK and international tax matters, often bespoke in nature • Support senior tax professionals on advisory and contentious work • Conduct detailed legal and tax research under time pressure • Prepare clear, well-structured advice for clients and their advisers • Work across private client, corporate, trust, and property-related matters • Liaise directly with clients and professional advisers • Manage multiple assignments independently with minimal supervision Requirements: • Qualified Solicitor with 3+ years' PQE • Strong academic background (minimum 2:1 or equivalent) • Experience in tax, with private client exposure advantageous • Knowledge of key UK legal principles (trusts, contracts, companies, land law, etc.) • Experience across areas such as income tax, CGT, IHT, corporate tax and VAT • Familiarity with tax enquiries, disputes, and regulatory frameworks beneficial • Strong analytical, drafting, and problem-solving skills • Excellent communication skills and ability to work independently Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
CMA is delighted to be partnering with a highly regarded and growing independent accountancy practice in Winchester to recruit a Client Manager or Senior Accountant. As a result of continued business growth, the firm is looking to add another key member to its team and can offer a genuinely flexible opportunity tailored around the successful individual. Whether you are an established Client Manager seeking greater autonomy and progression, or a Senior Accountant ready to take the next step in your career, this firm will build a portfolio around your existing skills, interests and long-term ambitions. You'll work with a diverse range of clients, from ambitious owner-managed businesses through to more complex and specialist organisations, giving you the opportunity to develop both your technical and advisory expertise. This is an excellent opportunity to join a supportive and forward-thinking practice that values its people, invests in development and offers a clear pathway for future progression. You'll enjoy meaningful client relationships, responsibility from day one and the chance to play an active role in the firm's continued success. What will the role involve? Managing a client portfolio tailored to your experience and strengths, ranging from SME businesses through to more complex assignments Preparing and reviewing statutory accounts, corporation tax returns and personal tax returns Building trusted client relationships and acting as the primary point of contact for day-to-day support and advice Supporting, mentoring or managing junior team members depending on your level of experience Contributing ideas to improve processes and support the firm's continued growth and development Managing workflow, deadlines and billing across your client portfolio Gaining exposure to advisory, tax planning and business development opportunities where desired Suitable Candidate for the Client Manager / Senior Accountant vacancy: ACA/ACCA qualified or qualified by experience Previous experience working within a UK accountancy practice environment Confident managing a portfolio of clients and building strong professional relationships Strong technical knowledge across accounts preparation and taxation Excellent communication skills with a proactive and client-focused approach Someone looking for a role that can be shaped around their career goals, whether stepping into management or developing further as an experienced manager Additional benefits and information: A client portfolio tailored to your strengths, interests and career aspirations Clear progression opportunities and support for those moving into a management position Study support available where required Flexible and supportive working environment with hybrid working options The opportunity to make a genuine impact within a growing and successful independent practice Long-term career development with increasing responsibility as the firm continues to expand Salary dependent on experience CMA Recruitment Group is acting as a recruitment agency in relation to this role. CMA complies with all relevant UK legislation and doesn t discriminate on any protected characteristics. By completing the application process, you agree to the terms outlined in our Privacy Notice and that CMA may contact you in connection with your application in relation to CMA providing you with work-finding services. Our Privacy Notice can be viewed under the privacy tab on our website. CMA is currently receiving a high volume of applications. Whilst we ensure all applications are considered, regrettably, it may not be possible to respond individually to all applications received.
Sep 19, 2026
Full time
CMA is delighted to be partnering with a highly regarded and growing independent accountancy practice in Winchester to recruit a Client Manager or Senior Accountant. As a result of continued business growth, the firm is looking to add another key member to its team and can offer a genuinely flexible opportunity tailored around the successful individual. Whether you are an established Client Manager seeking greater autonomy and progression, or a Senior Accountant ready to take the next step in your career, this firm will build a portfolio around your existing skills, interests and long-term ambitions. You'll work with a diverse range of clients, from ambitious owner-managed businesses through to more complex and specialist organisations, giving you the opportunity to develop both your technical and advisory expertise. This is an excellent opportunity to join a supportive and forward-thinking practice that values its people, invests in development and offers a clear pathway for future progression. You'll enjoy meaningful client relationships, responsibility from day one and the chance to play an active role in the firm's continued success. What will the role involve? Managing a client portfolio tailored to your experience and strengths, ranging from SME businesses through to more complex assignments Preparing and reviewing statutory accounts, corporation tax returns and personal tax returns Building trusted client relationships and acting as the primary point of contact for day-to-day support and advice Supporting, mentoring or managing junior team members depending on your level of experience Contributing ideas to improve processes and support the firm's continued growth and development Managing workflow, deadlines and billing across your client portfolio Gaining exposure to advisory, tax planning and business development opportunities where desired Suitable Candidate for the Client Manager / Senior Accountant vacancy: ACA/ACCA qualified or qualified by experience Previous experience working within a UK accountancy practice environment Confident managing a portfolio of clients and building strong professional relationships Strong technical knowledge across accounts preparation and taxation Excellent communication skills with a proactive and client-focused approach Someone looking for a role that can be shaped around their career goals, whether stepping into management or developing further as an experienced manager Additional benefits and information: A client portfolio tailored to your strengths, interests and career aspirations Clear progression opportunities and support for those moving into a management position Study support available where required Flexible and supportive working environment with hybrid working options The opportunity to make a genuine impact within a growing and successful independent practice Long-term career development with increasing responsibility as the firm continues to expand Salary dependent on experience CMA Recruitment Group is acting as a recruitment agency in relation to this role. CMA complies with all relevant UK legislation and doesn t discriminate on any protected characteristics. By completing the application process, you agree to the terms outlined in our Privacy Notice and that CMA may contact you in connection with your application in relation to CMA providing you with work-finding services. Our Privacy Notice can be viewed under the privacy tab on our website. CMA is currently receiving a high volume of applications. Whilst we ensure all applications are considered, regrettably, it may not be possible to respond individually to all applications received.
TPF Recruitment is supporting a fast growing and highly regarded Chartered Accountancy practice in Faversham with the recruitment of a Personal Tax Senior to join their expanding tax team. This is an exciting opportunity to join a modern and ambitious firm that has developed an outstanding reputation for the quality of its tax advice and client service. The practice advises a broad portfolio of high net worth individuals, business owners, directors, property investors and trusts, offering a genuine mix of compliance and advisory work. The firm has experienced significant growth in recent years and continues to invest heavily in its people, technology and client offering, making it an excellent environment for someone looking to develop their career in tax. The Role As a Personal Tax Senior, you will be responsible for managing your own portfolio of personal tax clients while supporting the wider team on more complex advisory projects. Your responsibilities will include: Managing a portfolio of personal tax clients including directors, high net worth individuals and owner managed business clients Preparing and reviewing Self Assessment tax returns Advising clients on a range of personal tax matters including Capital Gains Tax and Inheritance Tax planning Supporting with tax planning projects and advisory assignments Building and maintaining strong relationships with clients and acting as their day to-day point of contact Assisting junior members of the team with technical queries and reviewing work where appropriate Liaising with HMRC on behalf of clients Identifying opportunities to provide additional services and support to clients Requirements Personal Tax Senior Faversham 40,000- 50,000+ Be ATT and/or CTA qualified, or be studying towards these qualifications Have experience working within a personal tax role in an accountancy practice environment Have experience managing a portfolio of personal tax clients Possess strong technical knowledge across personal tax compliance matters Have excellent communication and client relationship management skills Be proactive, organised and keen to develop professionally Have an interest in developing advisory and tax planning skills Benefits Personal Tax Senior Faversham 40,000- 50,000+ Competitive salary depending on experience Hybrid and flexible working arrangements Exposure to a varied and interesting client portfolio A strong mix of compliance and advisory work Excellent opportunities for progression and career development Ongoing professional study support where required A friendly, collaborative and highly experienced team environment The opportunity to join a growing firm with an excellent reputation in the market This opportunity would suit an experienced Personal Tax Senior looking to join a progressive and successful Chartered Accountancy practice where they can further develop both their technical knowledge and long term career prospects. For further information and a confidential discussion, please contact TPF Recruitment. (phone number removed) (url removed)
Sep 19, 2026
Full time
TPF Recruitment is supporting a fast growing and highly regarded Chartered Accountancy practice in Faversham with the recruitment of a Personal Tax Senior to join their expanding tax team. This is an exciting opportunity to join a modern and ambitious firm that has developed an outstanding reputation for the quality of its tax advice and client service. The practice advises a broad portfolio of high net worth individuals, business owners, directors, property investors and trusts, offering a genuine mix of compliance and advisory work. The firm has experienced significant growth in recent years and continues to invest heavily in its people, technology and client offering, making it an excellent environment for someone looking to develop their career in tax. The Role As a Personal Tax Senior, you will be responsible for managing your own portfolio of personal tax clients while supporting the wider team on more complex advisory projects. Your responsibilities will include: Managing a portfolio of personal tax clients including directors, high net worth individuals and owner managed business clients Preparing and reviewing Self Assessment tax returns Advising clients on a range of personal tax matters including Capital Gains Tax and Inheritance Tax planning Supporting with tax planning projects and advisory assignments Building and maintaining strong relationships with clients and acting as their day to-day point of contact Assisting junior members of the team with technical queries and reviewing work where appropriate Liaising with HMRC on behalf of clients Identifying opportunities to provide additional services and support to clients Requirements Personal Tax Senior Faversham 40,000- 50,000+ Be ATT and/or CTA qualified, or be studying towards these qualifications Have experience working within a personal tax role in an accountancy practice environment Have experience managing a portfolio of personal tax clients Possess strong technical knowledge across personal tax compliance matters Have excellent communication and client relationship management skills Be proactive, organised and keen to develop professionally Have an interest in developing advisory and tax planning skills Benefits Personal Tax Senior Faversham 40,000- 50,000+ Competitive salary depending on experience Hybrid and flexible working arrangements Exposure to a varied and interesting client portfolio A strong mix of compliance and advisory work Excellent opportunities for progression and career development Ongoing professional study support where required A friendly, collaborative and highly experienced team environment The opportunity to join a growing firm with an excellent reputation in the market This opportunity would suit an experienced Personal Tax Senior looking to join a progressive and successful Chartered Accountancy practice where they can further develop both their technical knowledge and long term career prospects. For further information and a confidential discussion, please contact TPF Recruitment. (phone number removed) (url removed)
Crowe Watson Recruitment is proud to be partnering with a well-established firm of Chartered Accountants in Bolton, who are on the lookout for a talented Mixed Tax Senior to join their thriving team, offering flexible working, a strong company pension, and much more. This is a fantastic opportunity for an experienced tax professional to broaden their exposure across both personal and corporate tax compliance and advisory work, within a firm that genuinely values technical excellence and client relationships in equal measure. You'll be joining a collaborative team environment where your ideas are heard, your development is prioritised, and your career progression is actively supported. This firm has built a reputation for investing in its people and supporting long-term career growth within UK practice. Crowe Watson Recruitment has a long-standing reputation as a trusted specialist in accountancy practice recruitment across the UK, known for taking the time to understand both candidates and clients to ensure the right long-term fit. What is the day-to-day of the role: Manage a varied portfolio of personal and corporate tax clients Prepare and review personal and corporate tax returns Assist with tax planning and advisory projects Liaise directly with clients and build strong working relationships Support and mentor junior members of the tax team Required Skills and Qualifications: ATT/CTA qualified or qualified by experience Previous experience working within a UK Practice environment Strong technical knowledge of personal and corporate tax Excellent communication and client-facing skills Ability to manage a busy workload and meet deadlines Benefits: Flexible working arrangements Strong company pension Career progression actively supported Collaborative environment where ideas are heard You might not meet all the criteria, but if you are passionate about developing yourself and your career, we'd love to hear from you. Crowe Watson is acting as an Employment Agency. References to pay rates are indicative and salary is dependent on experience. Unfortunately, we are unable to offer sponsorship for this role.
Sep 19, 2026
Full time
Crowe Watson Recruitment is proud to be partnering with a well-established firm of Chartered Accountants in Bolton, who are on the lookout for a talented Mixed Tax Senior to join their thriving team, offering flexible working, a strong company pension, and much more. This is a fantastic opportunity for an experienced tax professional to broaden their exposure across both personal and corporate tax compliance and advisory work, within a firm that genuinely values technical excellence and client relationships in equal measure. You'll be joining a collaborative team environment where your ideas are heard, your development is prioritised, and your career progression is actively supported. This firm has built a reputation for investing in its people and supporting long-term career growth within UK practice. Crowe Watson Recruitment has a long-standing reputation as a trusted specialist in accountancy practice recruitment across the UK, known for taking the time to understand both candidates and clients to ensure the right long-term fit. What is the day-to-day of the role: Manage a varied portfolio of personal and corporate tax clients Prepare and review personal and corporate tax returns Assist with tax planning and advisory projects Liaise directly with clients and build strong working relationships Support and mentor junior members of the tax team Required Skills and Qualifications: ATT/CTA qualified or qualified by experience Previous experience working within a UK Practice environment Strong technical knowledge of personal and corporate tax Excellent communication and client-facing skills Ability to manage a busy workload and meet deadlines Benefits: Flexible working arrangements Strong company pension Career progression actively supported Collaborative environment where ideas are heard You might not meet all the criteria, but if you are passionate about developing yourself and your career, we'd love to hear from you. Crowe Watson is acting as an Employment Agency. References to pay rates are indicative and salary is dependent on experience. Unfortunately, we are unable to offer sponsorship for this role.
Corporate Finance Manager London, England, United Kingdom (On-site) Competitive + Benefits About the Company W Talent Finance is a specialist recruitment partner dedicated to placing high-calibre accounting professionals across both practice and commerce & industry markets worldwide. With a deep understanding of the finance landscape, we support clients ranging from leading professional services firms to established regional practices and multi-service professional groups, delivering tailored talent solutions that drive business performance. We are partnering with a well-established, multi-service accountancy and professional services group with a strong regional presence across Yorkshire and Derbyshire and a growing Corporate Finance offering. With over 250 employees across 8 offices, the organisation provides a comprehensive range of services including accountancy, financial services, wills and probate, commercial finance, residential mortgages and corporate finance. The business has a strong people-focused culture built around collaboration, client service and doing the right thing for its people, clients and communities. With continued growth across its service lines, this is an excellent opportunity to join a forward-thinking organisation where individual contribution is visible and there is genuine opportunity to shape the future direction of the business. The Role As a Corporate Finance Manager , you will play a key role in the delivery and execution of corporate finance transactions and advisory engagements across the SME and lower mid-market. Working with businesses typically ranging from 1m to 50m in enterprise value , you will take day-to-day responsibility for transactions including business sales and disposals, MBOs and MBIs, acquisitions, fundraising and shareholder exits. You will work closely with business owners and management teams, often supporting clients through significant and sometimes once-in-a-lifetime transactions. Alongside transaction execution, you will contribute to business development, relationship management and the continued growth of the Corporate Finance team. This is an excellent opportunity for an ambitious corporate finance professional who wants to combine hands-on deal execution with client relationship management, business development and team leadership within a growing professional services environment. Key Responsibilities Lead the day-to-day delivery of a portfolio of SME and lower mid-market corporate finance transactions Manage transactions including business sales, acquisitions, MBOs, MBIs, fundraising and shareholder exits Project manage deal teams, transaction timetables and key workstreams Build strong relationships with business owners, management teams and senior stakeholders Prepare and review financial models, valuations and transaction analysis Draft and review Information Memoranda, management presentations, Heads of Terms and other transaction documentation Coordinate financial, commercial, tax and legal due diligence processes Liaise with external advisers and internal colleagues across tax, wealth management, restructuring and other service lines Support clients through negotiations and act as a trusted adviser throughout the transaction lifecycle Identify opportunities to introduce complementary services across the wider organisation Develop relationships with accountants, lawyers, wealth managers and other professional intermediaries Support Partners and Directors with business development, pitches, proposals and new client opportunities Develop and maintain a personal network within the regional SME business community Manage, coach and develop Executives and Analysts within the Corporate Finance team Contribute to the continued development and growth of the Corporate Finance offering About You ACA or ACCA qualified, or equivalent professional qualification Minimum of 3 years' post-qualification experience within corporate finance, transaction services or a related advisory environment Proven experience of executing and completing SME or lower mid-market transactions Experience across transactions such as business sales, acquisitions, MBOs, MBIs or fundraising Strong financial modelling and valuation skills Good understanding of accounting principles and their application within transactions Experience working with owner-managed, entrepreneurial or family-owned businesses Strong commercial awareness with excellent analytical and problem-solving skills Proven ability to manage multiple transactions and competing deadlines Experience supervising, mentoring or developing junior team members Excellent communication and relationship-building skills Commercially minded with the confidence to develop relationships and identify new business opportunities Proactive, self-motivated and comfortable working autonomously Collaborative approach with the ability to work effectively across multiple service lines Willingness to travel to clients and other offices as required What's on Offer Competitive salary, depending on experience Opportunity to play a key role in the continued growth of the Corporate Finance function Exposure to a broad range of SME and lower mid-market transactions Opportunity to work directly with business owners and senior stakeholders Clear progression and leadership opportunities within a growing professional services group 25 days' holiday plus bank holidays, with the option to purchase additional days Pension scheme Health Cash Plan Life assurance at 4x salary Professional study and qualification support Eye tests Regular social events and team activities Volunteering opportunities Employee discounts across a range of professional and personal services
Sep 18, 2026
Full time
Corporate Finance Manager London, England, United Kingdom (On-site) Competitive + Benefits About the Company W Talent Finance is a specialist recruitment partner dedicated to placing high-calibre accounting professionals across both practice and commerce & industry markets worldwide. With a deep understanding of the finance landscape, we support clients ranging from leading professional services firms to established regional practices and multi-service professional groups, delivering tailored talent solutions that drive business performance. We are partnering with a well-established, multi-service accountancy and professional services group with a strong regional presence across Yorkshire and Derbyshire and a growing Corporate Finance offering. With over 250 employees across 8 offices, the organisation provides a comprehensive range of services including accountancy, financial services, wills and probate, commercial finance, residential mortgages and corporate finance. The business has a strong people-focused culture built around collaboration, client service and doing the right thing for its people, clients and communities. With continued growth across its service lines, this is an excellent opportunity to join a forward-thinking organisation where individual contribution is visible and there is genuine opportunity to shape the future direction of the business. The Role As a Corporate Finance Manager , you will play a key role in the delivery and execution of corporate finance transactions and advisory engagements across the SME and lower mid-market. Working with businesses typically ranging from 1m to 50m in enterprise value , you will take day-to-day responsibility for transactions including business sales and disposals, MBOs and MBIs, acquisitions, fundraising and shareholder exits. You will work closely with business owners and management teams, often supporting clients through significant and sometimes once-in-a-lifetime transactions. Alongside transaction execution, you will contribute to business development, relationship management and the continued growth of the Corporate Finance team. This is an excellent opportunity for an ambitious corporate finance professional who wants to combine hands-on deal execution with client relationship management, business development and team leadership within a growing professional services environment. Key Responsibilities Lead the day-to-day delivery of a portfolio of SME and lower mid-market corporate finance transactions Manage transactions including business sales, acquisitions, MBOs, MBIs, fundraising and shareholder exits Project manage deal teams, transaction timetables and key workstreams Build strong relationships with business owners, management teams and senior stakeholders Prepare and review financial models, valuations and transaction analysis Draft and review Information Memoranda, management presentations, Heads of Terms and other transaction documentation Coordinate financial, commercial, tax and legal due diligence processes Liaise with external advisers and internal colleagues across tax, wealth management, restructuring and other service lines Support clients through negotiations and act as a trusted adviser throughout the transaction lifecycle Identify opportunities to introduce complementary services across the wider organisation Develop relationships with accountants, lawyers, wealth managers and other professional intermediaries Support Partners and Directors with business development, pitches, proposals and new client opportunities Develop and maintain a personal network within the regional SME business community Manage, coach and develop Executives and Analysts within the Corporate Finance team Contribute to the continued development and growth of the Corporate Finance offering About You ACA or ACCA qualified, or equivalent professional qualification Minimum of 3 years' post-qualification experience within corporate finance, transaction services or a related advisory environment Proven experience of executing and completing SME or lower mid-market transactions Experience across transactions such as business sales, acquisitions, MBOs, MBIs or fundraising Strong financial modelling and valuation skills Good understanding of accounting principles and their application within transactions Experience working with owner-managed, entrepreneurial or family-owned businesses Strong commercial awareness with excellent analytical and problem-solving skills Proven ability to manage multiple transactions and competing deadlines Experience supervising, mentoring or developing junior team members Excellent communication and relationship-building skills Commercially minded with the confidence to develop relationships and identify new business opportunities Proactive, self-motivated and comfortable working autonomously Collaborative approach with the ability to work effectively across multiple service lines Willingness to travel to clients and other offices as required What's on Offer Competitive salary, depending on experience Opportunity to play a key role in the continued growth of the Corporate Finance function Exposure to a broad range of SME and lower mid-market transactions Opportunity to work directly with business owners and senior stakeholders Clear progression and leadership opportunities within a growing professional services group 25 days' holiday plus bank holidays, with the option to purchase additional days Pension scheme Health Cash Plan Life assurance at 4x salary Professional study and qualification support Eye tests Regular social events and team activities Volunteering opportunities Employee discounts across a range of professional and personal services
Corporate Finance Manager Manchester, England, United Kingdom (On-site) Competitive + Benefits About the Company W Talent Finance is a specialist recruitment partner dedicated to placing high-calibre accounting professionals across both practice and commerce & industry markets worldwide. With a deep understanding of the finance landscape, we support clients ranging from leading professional services firms to established regional practices and multi-service professional groups, delivering tailored talent solutions that drive business performance. We are partnering with a well-established, multi-service accountancy and professional services group with a strong regional presence across Yorkshire and Derbyshire and a growing Corporate Finance offering. With over 220 employees across 11 offices, the organisation provides a comprehensive range of services including accountancy, financial services, wills and probate, commercial finance, residential mortgages and corporate finance. The business has a strong people-focused culture built around collaboration, client service and doing the right thing for its people, clients and communities. With continued growth across its service lines, this is an excellent opportunity to join a forward-thinking organisation where individual contribution is visible and there is genuine opportunity to shape the future direction of the business. The Role As a Corporate Finance Manager , you will play a key role in the delivery and execution of corporate finance transactions and advisory engagements across the SME and lower mid-market. Working with businesses typically ranging from 1m to 50m in enterprise value , you will take day-to-day responsibility for transactions including business sales and disposals, MBOs and MBIs, acquisitions, fundraising and shareholder exits. You will work closely with business owners and management teams, often supporting clients through significant and sometimes once-in-a-lifetime transactions. Alongside transaction execution, you will contribute to business development, relationship management and the continued growth of the Corporate Finance team. This is an excellent opportunity for an ambitious corporate finance professional who wants to combine hands-on deal execution with client relationship management, business development and team leadership within a growing professional services environment. Key Responsibilities Lead the day-to-day delivery of a portfolio of SME and lower mid-market corporate finance transactions Manage transactions including business sales, acquisitions, MBOs, MBIs, fundraising and shareholder exits Project manage deal teams, transaction timetables and key workstreams Build strong relationships with business owners, management teams and senior stakeholders Prepare and review financial models, valuations and transaction analysis Draft and review Information Memoranda, management presentations, Heads of Terms and other transaction documentation Coordinate financial, commercial, tax and legal due diligence processes Liaise with external advisers and internal colleagues across tax, wealth management, restructuring and other service lines Support clients through negotiations and act as a trusted adviser throughout the transaction lifecycle Identify opportunities to introduce complementary services across the wider organisation Develop relationships with accountants, lawyers, wealth managers and other professional intermediaries Support Partners and Directors with business development, pitches, proposals and new client opportunities Develop and maintain a personal network within the regional SME business community Manage, coach and develop Executives and Analysts within the Corporate Finance team Contribute to the continued development and growth of the Corporate Finance offering About You ACA or ACCA qualified, or equivalent professional qualification Minimum of 3 years' post-qualification experience within corporate finance, transaction services or a related advisory environment Proven experience of executing and completing SME or lower mid-market transactions Experience across transactions such as business sales, acquisitions, MBOs, MBIs or fundraising Strong financial modelling and valuation skills Good understanding of accounting principles and their application within transactions Experience working with owner-managed, entrepreneurial or family-owned businesses Strong commercial awareness with excellent analytical and problem-solving skills Proven ability to manage multiple transactions and competing deadlines Experience supervising, mentoring or developing junior team members Excellent communication and relationship-building skills Commercially minded with the confidence to develop relationships and identify new business opportunities Proactive, self-motivated and comfortable working autonomously Collaborative approach with the ability to work effectively across multiple service lines Willingness to travel to clients and other offices as required What's on Offer Competitive salary, depending on experience Opportunity to play a key role in the continued growth of the Corporate Finance function Exposure to a broad range of SME and lower mid-market transactions Opportunity to work directly with business owners and senior stakeholders Clear progression and leadership opportunities within a growing professional services group 25 days' holiday plus bank holidays, with the option to purchase additional days Pension scheme Health Cash Plan Life assurance at 4x salary Professional study and qualification support Eye tests Regular social events and team activities Volunteering opportunities Employee discounts across a range of professional and personal services
Sep 18, 2026
Full time
Corporate Finance Manager Manchester, England, United Kingdom (On-site) Competitive + Benefits About the Company W Talent Finance is a specialist recruitment partner dedicated to placing high-calibre accounting professionals across both practice and commerce & industry markets worldwide. With a deep understanding of the finance landscape, we support clients ranging from leading professional services firms to established regional practices and multi-service professional groups, delivering tailored talent solutions that drive business performance. We are partnering with a well-established, multi-service accountancy and professional services group with a strong regional presence across Yorkshire and Derbyshire and a growing Corporate Finance offering. With over 220 employees across 11 offices, the organisation provides a comprehensive range of services including accountancy, financial services, wills and probate, commercial finance, residential mortgages and corporate finance. The business has a strong people-focused culture built around collaboration, client service and doing the right thing for its people, clients and communities. With continued growth across its service lines, this is an excellent opportunity to join a forward-thinking organisation where individual contribution is visible and there is genuine opportunity to shape the future direction of the business. The Role As a Corporate Finance Manager , you will play a key role in the delivery and execution of corporate finance transactions and advisory engagements across the SME and lower mid-market. Working with businesses typically ranging from 1m to 50m in enterprise value , you will take day-to-day responsibility for transactions including business sales and disposals, MBOs and MBIs, acquisitions, fundraising and shareholder exits. You will work closely with business owners and management teams, often supporting clients through significant and sometimes once-in-a-lifetime transactions. Alongside transaction execution, you will contribute to business development, relationship management and the continued growth of the Corporate Finance team. This is an excellent opportunity for an ambitious corporate finance professional who wants to combine hands-on deal execution with client relationship management, business development and team leadership within a growing professional services environment. Key Responsibilities Lead the day-to-day delivery of a portfolio of SME and lower mid-market corporate finance transactions Manage transactions including business sales, acquisitions, MBOs, MBIs, fundraising and shareholder exits Project manage deal teams, transaction timetables and key workstreams Build strong relationships with business owners, management teams and senior stakeholders Prepare and review financial models, valuations and transaction analysis Draft and review Information Memoranda, management presentations, Heads of Terms and other transaction documentation Coordinate financial, commercial, tax and legal due diligence processes Liaise with external advisers and internal colleagues across tax, wealth management, restructuring and other service lines Support clients through negotiations and act as a trusted adviser throughout the transaction lifecycle Identify opportunities to introduce complementary services across the wider organisation Develop relationships with accountants, lawyers, wealth managers and other professional intermediaries Support Partners and Directors with business development, pitches, proposals and new client opportunities Develop and maintain a personal network within the regional SME business community Manage, coach and develop Executives and Analysts within the Corporate Finance team Contribute to the continued development and growth of the Corporate Finance offering About You ACA or ACCA qualified, or equivalent professional qualification Minimum of 3 years' post-qualification experience within corporate finance, transaction services or a related advisory environment Proven experience of executing and completing SME or lower mid-market transactions Experience across transactions such as business sales, acquisitions, MBOs, MBIs or fundraising Strong financial modelling and valuation skills Good understanding of accounting principles and their application within transactions Experience working with owner-managed, entrepreneurial or family-owned businesses Strong commercial awareness with excellent analytical and problem-solving skills Proven ability to manage multiple transactions and competing deadlines Experience supervising, mentoring or developing junior team members Excellent communication and relationship-building skills Commercially minded with the confidence to develop relationships and identify new business opportunities Proactive, self-motivated and comfortable working autonomously Collaborative approach with the ability to work effectively across multiple service lines Willingness to travel to clients and other offices as required What's on Offer Competitive salary, depending on experience Opportunity to play a key role in the continued growth of the Corporate Finance function Exposure to a broad range of SME and lower mid-market transactions Opportunity to work directly with business owners and senior stakeholders Clear progression and leadership opportunities within a growing professional services group 25 days' holiday plus bank holidays, with the option to purchase additional days Pension scheme Health Cash Plan Life assurance at 4x salary Professional study and qualification support Eye tests Regular social events and team activities Volunteering opportunities Employee discounts across a range of professional and personal services
Are you an accomplished Paraplanning professional with extensive technical skills? Are you looking to play a major role within an expanding firm who are focused on delivering a first class service to sophisticated HNW Clients? A role now exists for a skilled and experienced Paraplanner to work closely with the Principle to mould their offering to clients. Your role will be to provide insight and analysis across a range of Financial Planning areas. Your work will include deliver holistic services across Retirement, Investment, Estate and Tax issues. You will have extensive client and introducer contact and you will act as the main point of contact for all technical issues. Applications are invited from accomplished individuals with a background in technical/Paraplanning work who wish to move to a forward thinking and well respected firm. You will have achieved Chartered Status and have expertise in areas such as Pensions (including Transfers and Divorce), Investments (VCT/EIS/BPR & Discretionary Management), Tax and Trust work. In addition, you will have experience in cash flow modelling and relevant Financial Planning software. You must be able to combine detailed analytical work with the ability to relay complex information clearly and concisely to Advisors, Clients and Intermediaries. This is an excellent opportunity to further your career and skills within a highly professional environment. You will be rewarded with an excellent remuneration package designed to retain and reward excellence. Wealth Management, Holistic Financial Planning, Independent Financial Advice, Pensions, Investments, Tax, Trusts, Chartered Financial Planner, IFA, Paraplanning, Technical, Manager By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Sep 18, 2026
Full time
Are you an accomplished Paraplanning professional with extensive technical skills? Are you looking to play a major role within an expanding firm who are focused on delivering a first class service to sophisticated HNW Clients? A role now exists for a skilled and experienced Paraplanner to work closely with the Principle to mould their offering to clients. Your role will be to provide insight and analysis across a range of Financial Planning areas. Your work will include deliver holistic services across Retirement, Investment, Estate and Tax issues. You will have extensive client and introducer contact and you will act as the main point of contact for all technical issues. Applications are invited from accomplished individuals with a background in technical/Paraplanning work who wish to move to a forward thinking and well respected firm. You will have achieved Chartered Status and have expertise in areas such as Pensions (including Transfers and Divorce), Investments (VCT/EIS/BPR & Discretionary Management), Tax and Trust work. In addition, you will have experience in cash flow modelling and relevant Financial Planning software. You must be able to combine detailed analytical work with the ability to relay complex information clearly and concisely to Advisors, Clients and Intermediaries. This is an excellent opportunity to further your career and skills within a highly professional environment. You will be rewarded with an excellent remuneration package designed to retain and reward excellence. Wealth Management, Holistic Financial Planning, Independent Financial Advice, Pensions, Investments, Tax, Trusts, Chartered Financial Planner, IFA, Paraplanning, Technical, Manager By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
