BC Financial Search Ltd

BC Financial Search is working with an established and growing accountancy practice in Bolton that is looking to make a key senior appointment within its leadership team. The firm is deliberately flexible around level and would consider an experienced Senior Manager, Director or Partner, depending on the individual. This is predominantly an accounts and business services focused position. The successful candidate will initially take responsibility for a client portfolio of approximately £600k, while becoming increasingly involved in the wider leadership, development and growth of the Bolton office. The practice has dedicated Audit and Tax teams, meaning this role is not about being a specialist in every area. Instead, the successful individual will take ownership of key client relationships, understand their wider requirements and involve the firm's specialist teams where appropriate. There is significant scope for the role to develop over time, including potential share-based growth incentives for more senior appointments. Duties and responsibilities Manage and develop a substantial portfolio of owner-managed businesses and corporate clients. Act as a senior point of contact for clients, building strong long-term relationships and providing commercially focused advice. Oversee the delivery of accounts and wider business services work across the portfolio. Review work completed by members of the team and ensure work is delivered to a high standard and within agreed timescales. Work closely with Managers and junior team members, supporting their technical and professional development. Play an active role in the management and development of the Bolton office and wider team. Help manage workloads, workflow and client delivery across the department. Identify opportunities where clients may benefit from additional services including Tax, Audit and specialist advisory support. Develop existing client relationships and support the continued growth of the practice. Build relationships with prospective clients and the wider business community where appropriate. Work alongside the existing leadership team on the future development and direction of the office. For more senior candidates, take on broader strategic and commercial responsibilities as the position develops. Experience and qualifications Significant experience working within an accountancy practice environment. Strong experience managing a portfolio of accounts and business services clients. ACA or ACCA qualification would be preferred, although highly experienced qualified-by-experience candidates may also be considered. Previous experience managing and developing staff. Strong client relationship and communication skills. Comfortable advising owner-managed businesses and senior stakeholders. Commercially minded, with the ability to recognise opportunities to develop client relationships. Experience at Senior Manager, Director or Partner level would be particularly relevant, although the firm is open to individuals ready to make their next step. An interest in becoming involved in the wider leadership and growth of an accountancy practice. Benefits Salary of approximately £70,000 - £100,000 depending on experience and level. Opportunity to join the senior leadership of a growing accountancy practice. Potential share-based growth incentives for more senior appointments. Up to 43 days' holiday at Director level and above. Electric vehicle salary sacrifice scheme. Free on-site parking. On-site EV charging. Some flexibility for hybrid working. Genuine opportunity for the position to grow in responsibility and seniority over time. Benefits and overall package will vary depending on the level at which the successful individual joins. Company culture The firm has an established presence across the North West and has continued to grow considerably in recent years. The Bolton office has a sizeable existing team and the successful individual will be joining an established operation rather than being expected to build a client base or department from scratch. There is a strong emphasis on client relationships, developing people and providing joined-up advice across the wider practice. Separate Accounts, Tax and Audit specialists work collaboratively, allowing senior client-facing individuals to focus on understanding their clients and bringing in the right expertise when required. This appointment is expected to have a visible presence within the Bolton office and play an important role in developing the team and culture. Some hybrid flexibility is available, although this would suit somebody who enjoys being involved with their team and contributing to the wider office. To apply, please submit your CV or contact Ben Copsey at BC Financial Search directly for a confidential discussion. All applications will be handled in strict confidence.

BC Financial Search is working with a well-established independent accountancy practice in the North West that is looking to make a key appointment within its growing Trusts & Estates team. The firm has recently appointed an experienced Trusts Partner to lead and further develop the service line and is now looking to bring another experienced Trust professional into the team. There is considerable flexibility around level. The firm would consider someone from Manager through to Senior Manager or Associate Director , with the responsibilities and package tailored accordingly. The successful individual can be based from Liverpool, Chester or Widnes , depending on preference, alongside a hybrid working arrangement of three days in the office and two days working from home . This is an excellent opportunity for someone looking to join an established accountancy practice at an exciting stage in the development of its Trusts offering, with the opportunity to work closely with the Partner and play an important role in the future growth of the team. Duties and responsibilities The exact responsibilities will be shaped around the successful individual's experience and level, but are likely to include: Managing a portfolio of trusts and estates and acting as a key point of contact for trustees, beneficiaries and other professional advisers. Preparing and reviewing annual trust accounts and trust tax returns. Preparing income tax, capital gains tax and inheritance tax computations. Advising on distributions to beneficiaries and associated tax reporting. Managing Trust Registration Service registrations, updates and annual declarations. Providing advice on the taxation and administration of a variety of trust structures. Supporting clients with inheritance tax and wider trust and estate planning matters. Liaising with HMRC, solicitors, investment managers and other professional advisers. Ensuring compliance deadlines are met and maintaining a high standard of client service. Identifying opportunities to provide additional advice and support to existing clients. Supporting and developing more junior members of the team. Working closely with the Trusts Partner on the continued development of the department. At Senior Manager or Associate Director level, taking a broader role in client development, team leadership and the strategic growth of the Trusts offering. Experience and qualifications The firm is flexible regarding exact background and qualification route, but candidates should have: Previous experience working with trusts, estates or private client taxation. Strong technical knowledge of trust taxation and compliance. Experience preparing or reviewing trust accounts and tax returns. Knowledge of income tax, capital gains tax and inheritance tax as they relate to trusts and estates. Strong client relationship and communication skills. The ability to manage your own workload and portfolio of clients. Experience gained within an accountancy practice, legal practice, trust company or another relevant professional services environment. STEP, ATT, CTA, ACA or ACCA qualifications would be advantageous, although relevant practical Trusts experience is more important than a particular qualification. More experienced candidates should ideally have previous experience managing client relationships, developing junior colleagues and contributing to the wider development of a Trusts or Private Client team. Benefits Competitive salary depending on experience and level. Opportunity to join at Manager, Senior Manager or Associate Director level. Hybrid working arrangement of three days in the office and two days from home. Choice of office location across Liverpool, Chester or Widnes. Genuine opportunity for progression as the Trusts offering continues to grow. Exposure to a varied portfolio of trusts, estates and private clients. Opportunity to work closely with an experienced Trusts Partner and take on increasing responsibility. Competitive wider benefits package. Company culture The firm is an established independent accountancy practice with a strong presence across the North West and a collaborative, people-focused culture. Specialist teams work closely together across Tax, Accounts, Audit and Advisory, creating a supportive environment where individuals can draw on expertise from across the wider business. The Trusts team is at an exciting stage of development following the recent appointment of a new Partner. The successful individual will have the opportunity to contribute to the growth of the team, help shape how the service develops and build their own profile within the firm. The practice places a strong emphasis on long-term client relationships, professional development and giving experienced individuals the autonomy to take ownership of their work. Please apply with your CV or contact Ben Copsey at BC Financial Search directly for a confidential discussion.