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private client tax associate director
RSM
Corporate Finance Analytics
RSM
As one of the world's largest networks of audit, tax, and consulting firms, RSM delivers innovative ideas and premium service to help middle-market businesses thrive. We are a fast-growing firm with ambitious goals to become the premier adviser to the middle market globally. This vision motivates us to improve continuously. If you want to build a future and make an impact, RSM is the place for you. Make an Impact at RSM UK Our consulting team brings together diverse advisory experts to deliver six core solutions: business transformation, forensic, deal services, restructuring, finance function support, and risk and governance. These solutions address the unique needs, challenges, and opportunities our clients face as they pursue their aspirations and organizational goals. Whether supporting global expansion, developing acquisition strategies, facilitating private equity investments, or collaborating with boards on risk and governance, our consulting experts work as a cohesive team. We focus on simplicity, providing data-driven insights, value-added assurance, and high-quality execution to empower our clients in building sustainable, future-ready businesses. It's an exciting time to join our consulting team, as we pursue growth opportunities that create diverse career paths. We are committed to enhancing our six solutions, expanding our team of expert consultants, embracing a digital-first approach, strengthening our global presence, and fostering strong client relationships. The Consulting Digital Team (CDT) serves as the digital hub of our consulting operations, transforming complex data into actionable business intelligence. This specialized unit applies digital skills across all six of our consulting solutions, including deal services, business transformation, risk and governance, finance function support, restructuring, and forensic & investigation services. The team provides comprehensive analytical support, including advanced data analytics, visualization, automation, and artificial intelligence. They work closely with consulting teams to translate business challenges into analytical solutions. The CDT members possess diverse skills in data science, business analysis, data analytics, and programming, enabling them to develop innovative, data-driven solutions that improve internal operations and client services. You will make an impact by: Working closely with clients as a Manager/Associate Director in the Deal Services part of the CDT Team, establishing trust and credibility quickly. Being a team player with a 'can-do' attitude, understanding that collaboration and idea exchange lead to the best solutions. Leading teams, managing others, and mentoring junior members. Being a problem solver, creative thinker, and self-starter who is organized, proactive, and inquisitive, capable of managing a team and multiple deadlines. Supporting transactions by developing data-driven solutions, managing analytics-led due diligence, vendor assistance, M&A, and value creation support for mid-market investors and fast-growth businesses. Contributing to client proposals, presentations, and business development, positioning yourself as a trusted advisor in analyzing and solving business challenges. What we are looking for: Are you someone who thrives on challenges, loves learning, and enjoys connecting with people? If you can identify opportunities for businesses to leverage data and are passionate about data-led solutions, this role is ideal for you. We value diverse experiences and perspectives. Our ideal candidate will have: A strong academic record, preferably with a relevant or business-focused degree (business, data analytics, computer science, information systems). A chartered accountancy qualification or similar (ACA, ICAS, ACCA, CIMA). Significant experience delivering data analytics projects within professional services, transaction advisory, consulting, or corporate finance, using tools like Alteryx, Power Query, or equivalents. Proven ability to manage full project lifecycles from scoping to delivery and reporting, with strong stakeholder management skills. Experience analyzing financial and operational data to support transactions or investments. Effective communication skills to interact with internal and external stakeholders at all levels. Ability to meet deadlines and handle multiple projects simultaneously. What we can offer you: We recognize our people as our greatest asset. Our flexible reward and benefits package includes: Hybrid and flexible working arrangements. 27 days of holiday (with options to purchase additional days). Wellbeing benefits, including financial tools, electric car schemes, and virtual GP access. Access to over 300 on-demand courses developed by our Talent Development team. At RSM, we are committed to diversity and inclusion, fostering a culture where everyone can bring their true selves to work. We believe diverse teams bring broader perspectives and better solutions, and we strive to support this through our principles and practices.
Jul 18, 2025
Full time
As one of the world's largest networks of audit, tax, and consulting firms, RSM delivers innovative ideas and premium service to help middle-market businesses thrive. We are a fast-growing firm with ambitious goals to become the premier adviser to the middle market globally. This vision motivates us to improve continuously. If you want to build a future and make an impact, RSM is the place for you. Make an Impact at RSM UK Our consulting team brings together diverse advisory experts to deliver six core solutions: business transformation, forensic, deal services, restructuring, finance function support, and risk and governance. These solutions address the unique needs, challenges, and opportunities our clients face as they pursue their aspirations and organizational goals. Whether supporting global expansion, developing acquisition strategies, facilitating private equity investments, or collaborating with boards on risk and governance, our consulting experts work as a cohesive team. We focus on simplicity, providing data-driven insights, value-added assurance, and high-quality execution to empower our clients in building sustainable, future-ready businesses. It's an exciting time to join our consulting team, as we pursue growth opportunities that create diverse career paths. We are committed to enhancing our six solutions, expanding our team of expert consultants, embracing a digital-first approach, strengthening our global presence, and fostering strong client relationships. The Consulting Digital Team (CDT) serves as the digital hub of our consulting operations, transforming complex data into actionable business intelligence. This specialized unit applies digital skills across all six of our consulting solutions, including deal services, business transformation, risk and governance, finance function support, restructuring, and forensic & investigation services. The team provides comprehensive analytical support, including advanced data analytics, visualization, automation, and artificial intelligence. They work closely with consulting teams to translate business challenges into analytical solutions. The CDT members possess diverse skills in data science, business analysis, data analytics, and programming, enabling them to develop innovative, data-driven solutions that improve internal operations and client services. You will make an impact by: Working closely with clients as a Manager/Associate Director in the Deal Services part of the CDT Team, establishing trust and credibility quickly. Being a team player with a 'can-do' attitude, understanding that collaboration and idea exchange lead to the best solutions. Leading teams, managing others, and mentoring junior members. Being a problem solver, creative thinker, and self-starter who is organized, proactive, and inquisitive, capable of managing a team and multiple deadlines. Supporting transactions by developing data-driven solutions, managing analytics-led due diligence, vendor assistance, M&A, and value creation support for mid-market investors and fast-growth businesses. Contributing to client proposals, presentations, and business development, positioning yourself as a trusted advisor in analyzing and solving business challenges. What we are looking for: Are you someone who thrives on challenges, loves learning, and enjoys connecting with people? If you can identify opportunities for businesses to leverage data and are passionate about data-led solutions, this role is ideal for you. We value diverse experiences and perspectives. Our ideal candidate will have: A strong academic record, preferably with a relevant or business-focused degree (business, data analytics, computer science, information systems). A chartered accountancy qualification or similar (ACA, ICAS, ACCA, CIMA). Significant experience delivering data analytics projects within professional services, transaction advisory, consulting, or corporate finance, using tools like Alteryx, Power Query, or equivalents. Proven ability to manage full project lifecycles from scoping to delivery and reporting, with strong stakeholder management skills. Experience analyzing financial and operational data to support transactions or investments. Effective communication skills to interact with internal and external stakeholders at all levels. Ability to meet deadlines and handle multiple projects simultaneously. What we can offer you: We recognize our people as our greatest asset. Our flexible reward and benefits package includes: Hybrid and flexible working arrangements. 27 days of holiday (with options to purchase additional days). Wellbeing benefits, including financial tools, electric car schemes, and virtual GP access. Access to over 300 on-demand courses developed by our Talent Development team. At RSM, we are committed to diversity and inclusion, fostering a culture where everyone can bring their true selves to work. We believe diverse teams bring broader perspectives and better solutions, and we strive to support this through our principles and practices.
RSM
Private Client Tax Associate Director - Family Business
RSM
As one of the world's largest networks of audit, tax and consulting firms, RSM delivers big ideas and premium service to help middle-market businesses thrive. We are a fast-growing firm with big ambitions we have a clear goal to become the premium adviser to the middle market, globally. This vision touches everything we do, motivating and inspiring us to become better every day. If you are looking for a firm where you can build a future and make an impact, then RSM is the place for you. Make an Impact within our Private Client Tax team at RSM UK Our Private Client Team (Family Business) works with individuals, trustees, partnerships, sole traders and family businesses in managing their tax affairs both on the compliance side and in relation to additional advisory matters. We work closely with colleagues across the firm to provide a joined-up service to owner managed businesses and family offices combining expertise in accounting, audit and all relevant taxes. As an Associate Director within the Private Client Tax team, specialising in Family Business Tax in London, you will take a strategic and commercial approach to managing and developing client relationships and leading exciting and varied advisory projects. You will ensure a high-quality service to a range of clients whilst managing a team, inclusive of reviewing work, providing training and development in conjunction with our Talent Development Team, workforce planning, and maintaining a positive and inclusive culture, in line with RSM values. You will work with the partner and other colleagues on a variety of planning projects and technical assignments and be involved in business development opportunities. You'll make an impact by: Actively maintaining existing client relationships, whilst acting as the first contact for potential and new clients; generating and converting work with the support of Directors and Partners. Leading advisory and technical projects. Collaborating with partners to help develop new business within the team and build on existing relationships. Playing an active role in developing the junior members of the team. Building relationships with all other departments to ensure all potential client needs are identified and serviced. Briefing junior staff on the client's business and the pre-assignment instructions; supervising and controlling the completion of work; and undertaking 'on the job' training where necessary. What we are looking for: Are you someone who thrives on variety, loves learning new things, and enjoys connecting with people? If you can spot inefficiencies in everyday life and are passionate about making improvements, this role is perfect for you! We value diverse experiences and perspectives. Here's what we're looking for in our ideal candidate: CTA and/or ACA qualified, or suitably qualified-by-experience. Strong understanding and practical experience of the tax issues relating to a range of private clients. Proven experience in client handling and project management. Ability to lead advisory projects resulting in high quality reports within budget. Excellent communication and interpersonal skills. Experience managing a portfolio of personal tax compliance and advisory projects whilst being confident at developing and maintaining relationships internally and externally. An interest in mentoring and developing junior members of staff. What we can offer you: We recognise that our people are our most important assets. That's why we offer a flexible reward and benefits package that will help you have fulfilling experience, both in and out of work. 27 Days Holiday (with the option of purchasing additional days). Hybrid working Lifestyle, Health, and Wellbeing including financial wellbeing benefits such as financial tools, electric car scheme and access to a virtual GP. Individual healthcare cover. Access to a suite of 300+ courses on demand developed by our inhouse Talent Development team. Diversity and Inclusion at RSM At RSM, we want to create a strong sense of belonging so that people of all identities, backgrounds, and cultures feel they can bring their true self to work. Our clients come from all walks of life. We aim to achieve that same diversity of background, experience and perspective in our own teams, so that we can genuinely understand our client's needs. Diverse teams bring a broader range of ideas and insights to work. That's why we're working together to ensure our firm's principles and processes support a firm culture that embraces difference and strengthens inclusion.
Jul 18, 2025
Full time
As one of the world's largest networks of audit, tax and consulting firms, RSM delivers big ideas and premium service to help middle-market businesses thrive. We are a fast-growing firm with big ambitions we have a clear goal to become the premium adviser to the middle market, globally. This vision touches everything we do, motivating and inspiring us to become better every day. If you are looking for a firm where you can build a future and make an impact, then RSM is the place for you. Make an Impact within our Private Client Tax team at RSM UK Our Private Client Team (Family Business) works with individuals, trustees, partnerships, sole traders and family businesses in managing their tax affairs both on the compliance side and in relation to additional advisory matters. We work closely with colleagues across the firm to provide a joined-up service to owner managed businesses and family offices combining expertise in accounting, audit and all relevant taxes. As an Associate Director within the Private Client Tax team, specialising in Family Business Tax in London, you will take a strategic and commercial approach to managing and developing client relationships and leading exciting and varied advisory projects. You will ensure a high-quality service to a range of clients whilst managing a team, inclusive of reviewing work, providing training and development in conjunction with our Talent Development Team, workforce planning, and maintaining a positive and inclusive culture, in line with RSM values. You will work with the partner and other colleagues on a variety of planning projects and technical assignments and be involved in business development opportunities. You'll make an impact by: Actively maintaining existing client relationships, whilst acting as the first contact for potential and new clients; generating and converting work with the support of Directors and Partners. Leading advisory and technical projects. Collaborating with partners to help develop new business within the team and build on existing relationships. Playing an active role in developing the junior members of the team. Building relationships with all other departments to ensure all potential client needs are identified and serviced. Briefing junior staff on the client's business and the pre-assignment instructions; supervising and controlling the completion of work; and undertaking 'on the job' training where necessary. What we are looking for: Are you someone who thrives on variety, loves learning new things, and enjoys connecting with people? If you can spot inefficiencies in everyday life and are passionate about making improvements, this role is perfect for you! We value diverse experiences and perspectives. Here's what we're looking for in our ideal candidate: CTA and/or ACA qualified, or suitably qualified-by-experience. Strong understanding and practical experience of the tax issues relating to a range of private clients. Proven experience in client handling and project management. Ability to lead advisory projects resulting in high quality reports within budget. Excellent communication and interpersonal skills. Experience managing a portfolio of personal tax compliance and advisory projects whilst being confident at developing and maintaining relationships internally and externally. An interest in mentoring and developing junior members of staff. What we can offer you: We recognise that our people are our most important assets. That's why we offer a flexible reward and benefits package that will help you have fulfilling experience, both in and out of work. 27 Days Holiday (with the option of purchasing additional days). Hybrid working Lifestyle, Health, and Wellbeing including financial wellbeing benefits such as financial tools, electric car scheme and access to a virtual GP. Individual healthcare cover. Access to a suite of 300+ courses on demand developed by our inhouse Talent Development team. Diversity and Inclusion at RSM At RSM, we want to create a strong sense of belonging so that people of all identities, backgrounds, and cultures feel they can bring their true self to work. Our clients come from all walks of life. We aim to achieve that same diversity of background, experience and perspective in our own teams, so that we can genuinely understand our client's needs. Diverse teams bring a broader range of ideas and insights to work. That's why we're working together to ensure our firm's principles and processes support a firm culture that embraces difference and strengthens inclusion.
Hays
Private Client Tax Associate Director
Hays
Private Client Tax Senior Manager job opportunity based in Birmingham We are partnered with a mid-tier firm of Chartered Accountants & Business Advisors in their search for an Associate Director to join the Private Client team in Birmingham. The team acts for a wide range of entrepreneurs, family offices, private equity and hedge fund principals, large landed-estates, high profile professional partnerships and senior executives of large listed and private businesses. The services delivered include tax return compliance services, transaction and reorganisation advice, optimisation of wealth from a tax perspective, and estate and succession tax advice. The client base is a mix of UK and non-UK domiciled individuals and the international network results in regional teams undertaking a high proportion of cross border tax services. - Management of the successful delivery of technically complex and demanding consulting projects, ensuring technical excellence and practical / business driven approach taken- Build and maintain relationships with clients- Build networks and relationships internally and externally for the team to leverage from- Help people to develop through effectively supervising, coaching, and mentoring staff- Contribute to people initiatives, including retaining and training international tax professionals- Significant involvement in the management of the team both in terms of strategy and operations and through managing junior staff development and assignments The Senior Manager will hold a rich background in providing private client services to a range of wealthy professionals and be in a position to demonstrate a background of a Senior Tax Manager from a branded advisory business. Client driven, strategically and commercially aware you will combine strong technical tax skills with the ability forge deep client relationships and develop quality outputs for clients. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Jul 17, 2025
Full time
Private Client Tax Senior Manager job opportunity based in Birmingham We are partnered with a mid-tier firm of Chartered Accountants & Business Advisors in their search for an Associate Director to join the Private Client team in Birmingham. The team acts for a wide range of entrepreneurs, family offices, private equity and hedge fund principals, large landed-estates, high profile professional partnerships and senior executives of large listed and private businesses. The services delivered include tax return compliance services, transaction and reorganisation advice, optimisation of wealth from a tax perspective, and estate and succession tax advice. The client base is a mix of UK and non-UK domiciled individuals and the international network results in regional teams undertaking a high proportion of cross border tax services. - Management of the successful delivery of technically complex and demanding consulting projects, ensuring technical excellence and practical / business driven approach taken- Build and maintain relationships with clients- Build networks and relationships internally and externally for the team to leverage from- Help people to develop through effectively supervising, coaching, and mentoring staff- Contribute to people initiatives, including retaining and training international tax professionals- Significant involvement in the management of the team both in terms of strategy and operations and through managing junior staff development and assignments The Senior Manager will hold a rich background in providing private client services to a range of wealthy professionals and be in a position to demonstrate a background of a Senior Tax Manager from a branded advisory business. Client driven, strategically and commercially aware you will combine strong technical tax skills with the ability forge deep client relationships and develop quality outputs for clients. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
PRO-TAX RECRUITMENT LIMITED
Associate Tax Director - M&A - Manchester
PRO-TAX RECRUITMENT LIMITED Manchester, Lancashire
Associate Tax Director - M&A - Manchester Location: Manchester Type: Permanent Tax Associate Director - Manchester M&A TAX Advisory Salary: £80,000 - £100,000 + Bonus + Benefits We are currently working with a Big 4 accountancy firm in Manchester, looking to expand their M&A team. You will join one of the UK's leading M&A teams, working with large infrastructure funds, Private Equity houses, multinational companies, and emerging capital providers. Your new role: Advising UK and international clients on transaction tax and broader commercial M&A issues, managing a portfolio of high-profile projects. Conducting due diligence related to mergers and acquisitions. What we are looking for: Experience with international clients. Prior M&A tax experience. Interested in learning more? Contact Sam Minor at or email . We are committed to promoting diversity and inclusion. We welcome applicants from all backgrounds and encourage you to let us know if there are any accommodations needed during the recruitment process.
Jul 17, 2025
Full time
Associate Tax Director - M&A - Manchester Location: Manchester Type: Permanent Tax Associate Director - Manchester M&A TAX Advisory Salary: £80,000 - £100,000 + Bonus + Benefits We are currently working with a Big 4 accountancy firm in Manchester, looking to expand their M&A team. You will join one of the UK's leading M&A teams, working with large infrastructure funds, Private Equity houses, multinational companies, and emerging capital providers. Your new role: Advising UK and international clients on transaction tax and broader commercial M&A issues, managing a portfolio of high-profile projects. Conducting due diligence related to mergers and acquisitions. What we are looking for: Experience with international clients. Prior M&A tax experience. Interested in learning more? Contact Sam Minor at or email . We are committed to promoting diversity and inclusion. We welcome applicants from all backgrounds and encourage you to let us know if there are any accommodations needed during the recruitment process.
Hays
Corporate Tax Associate Director
Hays Birmingham, Staffordshire
Associate Tax Director required by Birmingham National Accountancy Firm Your new company An Associate Tax Director is required by a leading national Accountancy Firm based in Birmingham. This Firm provides investment management, accountancy, tax, corporate and financial advisory services to corporates, private clients and professional services to the UK and Internationally. Your new role As the Associate Tax Director you will manage your own mixed portfolio of clients on complicated consultancy and advisory projects. As part of this role you will be responsible for the business development of existing and new clients and potentially develop a specialist field of technical and/or sector knowledge of expertise. Key Duties will be:- Manage portfolio of consultancy work Manage portfolio of complex advisory cases Identifying opportunities on client portfolio Appraisals/monitor staff performance On the job training for junior staff on a one-to-one basis Involved in business development activities/profile raising locally Internal and external seminars and courses What you'll need to succeed The successful Associate Tax Director will be ACA/ACCA or CTA qualified with significant corporate tax experience and technically strong and able to manage complex client work. Excellent communication skills to develop existing clients and support others within the team. What you'll get in return As the Associate Tax Director you will be joining an established and reputable Firm that provides leading edge advice across the Firm's full range of services. Working closely with Directors and Partners in developing and delivering the Firm's strategies to further the Firm's growth. There is a very clear route through to Partner in 2-4 years. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career. #
Jul 17, 2025
Full time
Associate Tax Director required by Birmingham National Accountancy Firm Your new company An Associate Tax Director is required by a leading national Accountancy Firm based in Birmingham. This Firm provides investment management, accountancy, tax, corporate and financial advisory services to corporates, private clients and professional services to the UK and Internationally. Your new role As the Associate Tax Director you will manage your own mixed portfolio of clients on complicated consultancy and advisory projects. As part of this role you will be responsible for the business development of existing and new clients and potentially develop a specialist field of technical and/or sector knowledge of expertise. Key Duties will be:- Manage portfolio of consultancy work Manage portfolio of complex advisory cases Identifying opportunities on client portfolio Appraisals/monitor staff performance On the job training for junior staff on a one-to-one basis Involved in business development activities/profile raising locally Internal and external seminars and courses What you'll need to succeed The successful Associate Tax Director will be ACA/ACCA or CTA qualified with significant corporate tax experience and technically strong and able to manage complex client work. Excellent communication skills to develop existing clients and support others within the team. What you'll get in return As the Associate Tax Director you will be joining an established and reputable Firm that provides leading edge advice across the Firm's full range of services. Working closely with Directors and Partners in developing and delivering the Firm's strategies to further the Firm's growth. There is a very clear route through to Partner in 2-4 years. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career. #
RSM UK
Tax Dispute & Resolutions Associate Director
RSM UK
Tax Dispute & Resolutions Associate Director Tax Dispute & Resolutions Associate Director We are searching for an experienced Tax Dispute & Resolutions Associate Director Make an Impact within our Tax Dispute & Resolutions team at RSM UK Our Tax Disputes and Resolutions team work with individuals, trustees, partnerships, sole traders and family businesses in managing their tax affairs both on the compliance side and in relation to additional advisory matters. We work closely with colleagues across the firm to provide a joined-up service to owner managed businesses and family offices combining expertise in accounting, audit and all relevant taxes. As an Associate Director within the TDRS team, you will take a strategic and commercial approach to managing and developing client relationships and leading exciting and varied advisory projects. You will ensure a high-quality service to a range of clients whilst managing a team, inclusive of reviewing work, providing training and development in conjunction with our Talent Development Team, workforce planning, and maintaining a positive and inclusive culture, in line with RSM values. You will work with the partner and other colleagues on a variety of planning projects and technical assignments and be involved in business development opportunities. You will make an impact by: Actively maintaining existing client relationships, whilst acting as the first contact for potential and new clients; generating and converting work with the support of Directors and Partners. Leading advisory and technical projects. Collaborating with partners to help develop new business within the team and build on existing relationships. Playing an active role in developing the junior members of the team. Building relationships with all other departments to ensure all potential client needs are identified and serviced. Briefing junior staff on the client's business and the pre-assignment instructions; supervising and controlling the completion of work; and undertaking 'on the job' training where necessary. What we are looking for: Are you someone who thrives on variety, loves learning new things, and enjoys connecting with people? If you can spot inefficiencies in everyday life and are passionate about making improvements, this role is perfect for you! We value diverse experiences and perspectives. Here's what we're looking for in our ideal candidate: CTA and/or ACA qualified, or suitably qualified-by-experience. Strong understanding and practical experience of the tax issues relating to a range of private clients. Proven experience in client handling and project management. Ability to lead advisory projects resulting in high quality reports within budget. Excellent communication and interpersonal skills. Experience managing a portfolio of personal tax compliance and advisory projects whilst being confident at developing and maintaining relationships internally and externally. An interest in mentoring and developing junior members of staff. What we can offer you: We recognise that our people are our most important assets. That's why we offer a flexible reward and benefits package that will help you have fulfilling experience, both in and out of work. 27 Days Holiday (with the option of purchasing additional days). Hybrid working. Lifestyle, Health, and Wellbeing including financial wellbeing benefits such as financial tools, electric car scheme and access to a virtual GP. Access to a suite of 300+ courses on demand developed by our inhouse Talent Development team. Experienced hire Permanent LONDON Tax Couldn't find a suitable vacancy? Please submit your CV here Working here Thousands of personalities make up RSM and we believe the power of being you, is the power of being understood. Every member of our team brings unique insights and a passion for the middle market companies we champion. As one of the world's largest networks of audit, tax and consulting firms, we deliver the big ideas and services that help middle market organisations thrive. Our global network spans more than 120 countries, but our passion is always the same: to help our clients move forward with confidence. At RSM, we care about our people, it's what shapes us. No two people are the same, which is why our approach is tailored to their specific needs, beyond the nine-to-five. The UK group of companies and LLPs trading as RSM is a member of the RSM network. RSM is the trading name used by the members of the RSM network. Each member of the RSM network is an independent accounting and consulting firm which practises in its own right. The RSM network is not itself a separate legal entity in any jurisdiction. Read more
Jul 17, 2025
Full time
Tax Dispute & Resolutions Associate Director Tax Dispute & Resolutions Associate Director We are searching for an experienced Tax Dispute & Resolutions Associate Director Make an Impact within our Tax Dispute & Resolutions team at RSM UK Our Tax Disputes and Resolutions team work with individuals, trustees, partnerships, sole traders and family businesses in managing their tax affairs both on the compliance side and in relation to additional advisory matters. We work closely with colleagues across the firm to provide a joined-up service to owner managed businesses and family offices combining expertise in accounting, audit and all relevant taxes. As an Associate Director within the TDRS team, you will take a strategic and commercial approach to managing and developing client relationships and leading exciting and varied advisory projects. You will ensure a high-quality service to a range of clients whilst managing a team, inclusive of reviewing work, providing training and development in conjunction with our Talent Development Team, workforce planning, and maintaining a positive and inclusive culture, in line with RSM values. You will work with the partner and other colleagues on a variety of planning projects and technical assignments and be involved in business development opportunities. You will make an impact by: Actively maintaining existing client relationships, whilst acting as the first contact for potential and new clients; generating and converting work with the support of Directors and Partners. Leading advisory and technical projects. Collaborating with partners to help develop new business within the team and build on existing relationships. Playing an active role in developing the junior members of the team. Building relationships with all other departments to ensure all potential client needs are identified and serviced. Briefing junior staff on the client's business and the pre-assignment instructions; supervising and controlling the completion of work; and undertaking 'on the job' training where necessary. What we are looking for: Are you someone who thrives on variety, loves learning new things, and enjoys connecting with people? If you can spot inefficiencies in everyday life and are passionate about making improvements, this role is perfect for you! We value diverse experiences and perspectives. Here's what we're looking for in our ideal candidate: CTA and/or ACA qualified, or suitably qualified-by-experience. Strong understanding and practical experience of the tax issues relating to a range of private clients. Proven experience in client handling and project management. Ability to lead advisory projects resulting in high quality reports within budget. Excellent communication and interpersonal skills. Experience managing a portfolio of personal tax compliance and advisory projects whilst being confident at developing and maintaining relationships internally and externally. An interest in mentoring and developing junior members of staff. What we can offer you: We recognise that our people are our most important assets. That's why we offer a flexible reward and benefits package that will help you have fulfilling experience, both in and out of work. 27 Days Holiday (with the option of purchasing additional days). Hybrid working. Lifestyle, Health, and Wellbeing including financial wellbeing benefits such as financial tools, electric car scheme and access to a virtual GP. Access to a suite of 300+ courses on demand developed by our inhouse Talent Development team. Experienced hire Permanent LONDON Tax Couldn't find a suitable vacancy? Please submit your CV here Working here Thousands of personalities make up RSM and we believe the power of being you, is the power of being understood. Every member of our team brings unique insights and a passion for the middle market companies we champion. As one of the world's largest networks of audit, tax and consulting firms, we deliver the big ideas and services that help middle market organisations thrive. Our global network spans more than 120 countries, but our passion is always the same: to help our clients move forward with confidence. At RSM, we care about our people, it's what shapes us. No two people are the same, which is why our approach is tailored to their specific needs, beyond the nine-to-five. The UK group of companies and LLPs trading as RSM is a member of the RSM network. RSM is the trading name used by the members of the RSM network. Each member of the RSM network is an independent accounting and consulting firm which practises in its own right. The RSM network is not itself a separate legal entity in any jurisdiction. Read more
PRO-TAX RECRUITMENT LIMITED
Private Client Associate Director - Leeds
PRO-TAX RECRUITMENT LIMITED Leeds, Yorkshire
Location Leeds Type Permanent Associate Tax Director (Private Client) Leeds City Centre £70,000 - £80,000 DOE Do you want to take your next step in private client tax? Want to work on complex and interesting advisory projects across the UK? I'm currently working with a leading top 10 accountancy firm in West Yorkshire who are looking to bring in an experienced Associate Tax Director to join and help lead their private client offering. Your new firm & role: A well known accountancy firm across the UK, the Leeds team is a strong cornerstone of the firm boasting a well established and experienced team of over 50 tax advisers. You'll form part of the key leadership team helping manage and effectively run the private client tax team along with other directors and partners. You will primarily get involved with complex advisory matters and supporting juniors with complex compliance. The portfolio is a varied one where you will be working with individuals. OMBs, families and trusts advising on a broad range of tax advisory matters. What you'll need to be successful: Strong private client tax background Experience working on complex advisory matters Does this role sound interested? Please feel free to give me a call on or email me at As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Jul 17, 2025
Full time
Location Leeds Type Permanent Associate Tax Director (Private Client) Leeds City Centre £70,000 - £80,000 DOE Do you want to take your next step in private client tax? Want to work on complex and interesting advisory projects across the UK? I'm currently working with a leading top 10 accountancy firm in West Yorkshire who are looking to bring in an experienced Associate Tax Director to join and help lead their private client offering. Your new firm & role: A well known accountancy firm across the UK, the Leeds team is a strong cornerstone of the firm boasting a well established and experienced team of over 50 tax advisers. You'll form part of the key leadership team helping manage and effectively run the private client tax team along with other directors and partners. You will primarily get involved with complex advisory matters and supporting juniors with complex compliance. The portfolio is a varied one where you will be working with individuals. OMBs, families and trusts advising on a broad range of tax advisory matters. What you'll need to be successful: Strong private client tax background Experience working on complex advisory matters Does this role sound interested? Please feel free to give me a call on or email me at As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
PRO-TAX RECRUITMENT LIMITED
Private Client Associate Director / Director - Leeds
PRO-TAX RECRUITMENT LIMITED Leeds, Yorkshire
Location Leeds Type Permanent Associate Tax Director / Tax Director (Private Client) Leeds City Centre £70,000 - £100,000 + DOE Do you want to take your next step in private client tax? Want to work on complex and interesting advisory projects across the UK? I'm currently working with a leading top 10 accountancy firm in West Yorkshire who are looking to bring in an experienced Associate Tax Director or Tax Director to join and help lead their private client offering. Your new firm & role: A well known accountancy firm across the UK, the Leeds team is a strong cornerstone of the firm boasting a well established and experienced team of over 50 tax advisers. You'll form part of the key leadership team helping manage and effectively run the private client tax team along with other directors and partners. You will primarily get involved with complex advisory matters and supporting juniors with complex compliance. The portfolio is a varied one where you will be working with individuals, OMBs, families and trusts advising on a broad range of tax advisory matters. What you'll need to be successful: Strong private client tax background Experience working on complex advisory matters Does this role sound interested? Please feel free to give me a call on or email me at As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Jul 17, 2025
Full time
Location Leeds Type Permanent Associate Tax Director / Tax Director (Private Client) Leeds City Centre £70,000 - £100,000 + DOE Do you want to take your next step in private client tax? Want to work on complex and interesting advisory projects across the UK? I'm currently working with a leading top 10 accountancy firm in West Yorkshire who are looking to bring in an experienced Associate Tax Director or Tax Director to join and help lead their private client offering. Your new firm & role: A well known accountancy firm across the UK, the Leeds team is a strong cornerstone of the firm boasting a well established and experienced team of over 50 tax advisers. You'll form part of the key leadership team helping manage and effectively run the private client tax team along with other directors and partners. You will primarily get involved with complex advisory matters and supporting juniors with complex compliance. The portfolio is a varied one where you will be working with individuals, OMBs, families and trusts advising on a broad range of tax advisory matters. What you'll need to be successful: Strong private client tax background Experience working on complex advisory matters Does this role sound interested? Please feel free to give me a call on or email me at As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
RSM UK
Private Client Tax Associate Director
RSM UK Birmingham, Staffordshire
Make an Impact within our Private Client Tax team at RSM UK Our Private Client Team works with individuals, trustees, partnerships, sole traders and family businesses in managing their tax affairs both on the compliance side and in relation to additional advisory matters. We work closely with colleagues across the firm to provide a joined-up service to owner managed businesses and family offices combining expertise in accounting, audit and all relevant taxes. As an Associate Director within the Private Client Tax team in Birmingham, you will take a strategic and commercial approach to managing and developing client relationships and leading exciting and varied advisory projects. You will ensure a high-quality service to a range of clients whilst managing a team, inclusive of reviewing work, providing training and development in conjunction with our Talent Development Team, workforce planning, and maintaining a positive and inclusive culture, in line with RSM values. You will work with the partner and other colleagues on a variety of planning projects and technical assignments and be involved in business development opportunities. You'll make an impact by: Actively maintaining existing client relationships, whilst acting as the first contact for potential and new clients; generating and converting work with the support of Directors and Partners. Leading advisory and technical projects. Collaborating with partners to help develop new business within the team and build on existing relationships. Playing an active role in developing the junior members of the team. Building relationships with all other departments to ensure all potential client needs are identified and serviced. Briefing junior staff on the client's business and the pre-assignment instructions; supervising and controlling the completion of work; and undertaking 'on the job' training where necessary. What we are looking for: Are you someone who thrives on variety, loves learning new things, and enjoys connecting with people? If you can spot inefficiencies in everyday life and are passionate about making improvements, this role is perfect for you! We value diverse experiences and perspectives. Here's what we're looking for in our ideal candidate: CTA and/or ACA qualified, or suitably qualified-by-experience. Strong understanding and practical experience of the tax issues relating to a range of private clients. Proven experience in client handling and project management. Ability to lead advisory projects resulting in high quality reports within budget. Excellent communication and interpersonal skills. Experience managing a portfolio of personal tax compliance and advisory projects whilst being confident at developing and maintaining relationships internally and externally. An interest in mentoring and developing junior members of staff. What we can offer you: We recognise that our people are our most important assets. That's why we offer a flexible reward and benefits package that will help you have fulfilling experience, both in and out of work. 27 Days Holiday (with the option of purchasing additional days). Lifestyle, Health, and Wellbeing including financial wellbeing benefits such as financial tools, electric car scheme and access to a virtual GP. Access to a suite of 300+ courses on demand developed by our inhouse Talent Development team. Working here Thousands of personalities make up RSM and we believe the power of being you, is the power of being understood. Every member of our team brings unique insights and a passion for the middle market companies we champion. As one of the world's largest networks of audit, tax and consulting firms, we deliver the big ideas and services that help middle market organisations thrive. Our global network spans more than 120 countries, but our passion is always the same: to help our clients move forward with confidence. At RSM, we care about our people, it's what shapes us. No two people are the same, which is why our approach is tailored to their specific needs, beyond the nine-to-five.
Jul 17, 2025
Full time
Make an Impact within our Private Client Tax team at RSM UK Our Private Client Team works with individuals, trustees, partnerships, sole traders and family businesses in managing their tax affairs both on the compliance side and in relation to additional advisory matters. We work closely with colleagues across the firm to provide a joined-up service to owner managed businesses and family offices combining expertise in accounting, audit and all relevant taxes. As an Associate Director within the Private Client Tax team in Birmingham, you will take a strategic and commercial approach to managing and developing client relationships and leading exciting and varied advisory projects. You will ensure a high-quality service to a range of clients whilst managing a team, inclusive of reviewing work, providing training and development in conjunction with our Talent Development Team, workforce planning, and maintaining a positive and inclusive culture, in line with RSM values. You will work with the partner and other colleagues on a variety of planning projects and technical assignments and be involved in business development opportunities. You'll make an impact by: Actively maintaining existing client relationships, whilst acting as the first contact for potential and new clients; generating and converting work with the support of Directors and Partners. Leading advisory and technical projects. Collaborating with partners to help develop new business within the team and build on existing relationships. Playing an active role in developing the junior members of the team. Building relationships with all other departments to ensure all potential client needs are identified and serviced. Briefing junior staff on the client's business and the pre-assignment instructions; supervising and controlling the completion of work; and undertaking 'on the job' training where necessary. What we are looking for: Are you someone who thrives on variety, loves learning new things, and enjoys connecting with people? If you can spot inefficiencies in everyday life and are passionate about making improvements, this role is perfect for you! We value diverse experiences and perspectives. Here's what we're looking for in our ideal candidate: CTA and/or ACA qualified, or suitably qualified-by-experience. Strong understanding and practical experience of the tax issues relating to a range of private clients. Proven experience in client handling and project management. Ability to lead advisory projects resulting in high quality reports within budget. Excellent communication and interpersonal skills. Experience managing a portfolio of personal tax compliance and advisory projects whilst being confident at developing and maintaining relationships internally and externally. An interest in mentoring and developing junior members of staff. What we can offer you: We recognise that our people are our most important assets. That's why we offer a flexible reward and benefits package that will help you have fulfilling experience, both in and out of work. 27 Days Holiday (with the option of purchasing additional days). Lifestyle, Health, and Wellbeing including financial wellbeing benefits such as financial tools, electric car scheme and access to a virtual GP. Access to a suite of 300+ courses on demand developed by our inhouse Talent Development team. Working here Thousands of personalities make up RSM and we believe the power of being you, is the power of being understood. Every member of our team brings unique insights and a passion for the middle market companies we champion. As one of the world's largest networks of audit, tax and consulting firms, we deliver the big ideas and services that help middle market organisations thrive. Our global network spans more than 120 countries, but our passion is always the same: to help our clients move forward with confidence. At RSM, we care about our people, it's what shapes us. No two people are the same, which is why our approach is tailored to their specific needs, beyond the nine-to-five.
R&D Tax Technical Consultant
Wilson Partners Limited Maidenhead, Berkshire
Location: Maidenhead, Sevenoaks or Oakham. An opportunity has arisen to join Wilson Partners, an award-winning Accounting, Tax and Corporate Finance firm recognized in 2023 and 2024 as 'Outstanding to work for' by Best Companies. We work with ambitious SMEs, their owners, and Private Equity houses, combining the financial expertise, experience, and accessibility of our talented team to help them achieve their goals. Like our clients, we're ambitious too. We aim to be a top 20 accounting firm by 2026, investing in our people and providing innovative, value-added accounting, tax, and corporate finance solutions that empower clients to make better decisions. Your new role This is an exciting opportunity for someone looking to develop their career in tax. You'll work with a varied portfolio of clients, predominantly tech start-ups and scale-ups. You'll collaborate with our Innovations Director to ensure R&D claims are accurate and completed within agreed timescales. This role is mainly client-facing. You'll discuss the latest technology developments with clients' technical teams, helping to identify eligible R&D activities and documenting these to support R&D claims. The role suits someone communicative, with a background in IT/Computer Science and an interest in technology. You'll need to be a good team player with excellent organizational skills, capable of managing your workload and deadlines. Wilson Partners was established in 2008 in Maidenhead, Berkshire, by brothers Allan and Chris. From the outset, the focus has been on team culture, driven by the belief that our business is all about the people. With offices in Maidenhead, Cambridge, Sevenoaks, Woking, Plymouth, Oakham, and South Africa, and a team nearing 300, we're here to make a positive impact. Our growth means we are always looking for great talent. We do things a little differently. We're business enthusiasts who happen to be accountants. We challenge and seek to be challenged, striving for excellence so our clients and team see the value in our work and the difference we can make. An introduction to Wilson Partners Join our team . We seek people passionate about business, who enjoy working in a team but can also thrive independently and embrace change. The Tax Associate (trainee role with study package) will play an important part in the day-to-day planning, organization, and smooth running of the tax department, ensuring all financial and business objectives are met. This is an exciting opportunity within a fast-growing, dynamic team, working with a varied portfolio of private equity and corporate clients involved in investments or divestments. This role offers the chance to work within a fun and vibrant team, managing a diverse client portfolio across our private client tax services.
Jul 17, 2025
Full time
Location: Maidenhead, Sevenoaks or Oakham. An opportunity has arisen to join Wilson Partners, an award-winning Accounting, Tax and Corporate Finance firm recognized in 2023 and 2024 as 'Outstanding to work for' by Best Companies. We work with ambitious SMEs, their owners, and Private Equity houses, combining the financial expertise, experience, and accessibility of our talented team to help them achieve their goals. Like our clients, we're ambitious too. We aim to be a top 20 accounting firm by 2026, investing in our people and providing innovative, value-added accounting, tax, and corporate finance solutions that empower clients to make better decisions. Your new role This is an exciting opportunity for someone looking to develop their career in tax. You'll work with a varied portfolio of clients, predominantly tech start-ups and scale-ups. You'll collaborate with our Innovations Director to ensure R&D claims are accurate and completed within agreed timescales. This role is mainly client-facing. You'll discuss the latest technology developments with clients' technical teams, helping to identify eligible R&D activities and documenting these to support R&D claims. The role suits someone communicative, with a background in IT/Computer Science and an interest in technology. You'll need to be a good team player with excellent organizational skills, capable of managing your workload and deadlines. Wilson Partners was established in 2008 in Maidenhead, Berkshire, by brothers Allan and Chris. From the outset, the focus has been on team culture, driven by the belief that our business is all about the people. With offices in Maidenhead, Cambridge, Sevenoaks, Woking, Plymouth, Oakham, and South Africa, and a team nearing 300, we're here to make a positive impact. Our growth means we are always looking for great talent. We do things a little differently. We're business enthusiasts who happen to be accountants. We challenge and seek to be challenged, striving for excellence so our clients and team see the value in our work and the difference we can make. An introduction to Wilson Partners Join our team . We seek people passionate about business, who enjoy working in a team but can also thrive independently and embrace change. The Tax Associate (trainee role with study package) will play an important part in the day-to-day planning, organization, and smooth running of the tax department, ensuring all financial and business objectives are met. This is an exciting opportunity within a fast-growing, dynamic team, working with a varied portfolio of private equity and corporate clients involved in investments or divestments. This role offers the chance to work within a fun and vibrant team, managing a diverse client portfolio across our private client tax services.
Brewer Morris
Private Client Tax Associate Director Manchester
Brewer Morris Manchester, Lancashire
Are you looking to make an impact in Personal/Private Client Tax as Associate Director? And are you looking for open, engaged and collaborative teams? Are you looking for flexible working? (1-2 days in the office per week) Are you looking for an advisory role? Roles & Responsibilities: As a Private Client Tax Advisory Associate Director you will be responsible for: Reviewing tax reports prepared by junior members of the team. Ensuring WIP analysis and billing are kept up to date. Ensuring files are of an appropriate standard for QCR purposes. Liaising with HMRC regarding various issues. Assisting the partner with identifying specific advisory issues to consider e.g. shareholder profit extraction/exit planning, shareholder and personal succession planning, individual relocation etc. Skills, Knowledge and Experience: Holds relevant professional qualification (e.g. CTA) or equivalent experience. Extensive experience of personal tax services. Significant experience of developing project plans and ensuring deadlines are met. Ability to think creatively, generate innovative ideas, develop new initiatives and methodologies. Experience of identifying opportunities for business development on tax clients and across other service lines. Proficiency with personal tax on CCH Central would be an advantage.
Jul 17, 2025
Full time
Are you looking to make an impact in Personal/Private Client Tax as Associate Director? And are you looking for open, engaged and collaborative teams? Are you looking for flexible working? (1-2 days in the office per week) Are you looking for an advisory role? Roles & Responsibilities: As a Private Client Tax Advisory Associate Director you will be responsible for: Reviewing tax reports prepared by junior members of the team. Ensuring WIP analysis and billing are kept up to date. Ensuring files are of an appropriate standard for QCR purposes. Liaising with HMRC regarding various issues. Assisting the partner with identifying specific advisory issues to consider e.g. shareholder profit extraction/exit planning, shareholder and personal succession planning, individual relocation etc. Skills, Knowledge and Experience: Holds relevant professional qualification (e.g. CTA) or equivalent experience. Extensive experience of personal tax services. Significant experience of developing project plans and ensuring deadlines are met. Ability to think creatively, generate innovative ideas, develop new initiatives and methodologies. Experience of identifying opportunities for business development on tax clients and across other service lines. Proficiency with personal tax on CCH Central would be an advantage.
PRO-TAX RECRUITMENT LIMITED
Private Client Tax Associate Director
PRO-TAX RECRUITMENT LIMITED Manchester, Lancashire
Private Client Tax Associate Director Top 10 Accountancy Firm, Manchester or Leeds £55,000 - £95,000 + Benefits + Bonus Growing Top 10 Accountancy Firm in Manchester & Leeds Private Client hires at Senior Manager & Associate Director level High-level technical private client tax advisory work I'm currently working with a leading Top 10 Accountancy firm in the North who are looking to grow their private client advisory team across the North. This is an incredible opportunity to join one of the UKs most well known firms in the private client space. Your new role as a Private Client Associate Director or Senior Manager: Provide bespoke tax planning and advisory services to high-net-worth individuals (HNWIs), entrepreneurs, business owners, and family offices. Advise on complex personal tax matters including residence and domicile, inheritance tax (IHT), capital gains tax (CGT), trusts, and estate planning. Build and maintain strong client relationships, acting as a trusted advisor and first point of contact for tax-related queries. Help run, manage and take support with leadership of the private client team in the North Identify opportunities for additional services and cross-sell across the firm . What you'll need to be successful: ACA, CTA, ACCA or ATT qualified Experience providing high level private client tax advisory services in the UK Experience running and managing a portfolio of clients Managing experience running and team as well as helping to develop and coach juniors. Want to find out more about this role? Give Sam Minor a call on or email at As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Jul 17, 2025
Full time
Private Client Tax Associate Director Top 10 Accountancy Firm, Manchester or Leeds £55,000 - £95,000 + Benefits + Bonus Growing Top 10 Accountancy Firm in Manchester & Leeds Private Client hires at Senior Manager & Associate Director level High-level technical private client tax advisory work I'm currently working with a leading Top 10 Accountancy firm in the North who are looking to grow their private client advisory team across the North. This is an incredible opportunity to join one of the UKs most well known firms in the private client space. Your new role as a Private Client Associate Director or Senior Manager: Provide bespoke tax planning and advisory services to high-net-worth individuals (HNWIs), entrepreneurs, business owners, and family offices. Advise on complex personal tax matters including residence and domicile, inheritance tax (IHT), capital gains tax (CGT), trusts, and estate planning. Build and maintain strong client relationships, acting as a trusted advisor and first point of contact for tax-related queries. Help run, manage and take support with leadership of the private client team in the North Identify opportunities for additional services and cross-sell across the firm . What you'll need to be successful: ACA, CTA, ACCA or ATT qualified Experience providing high level private client tax advisory services in the UK Experience running and managing a portfolio of clients Managing experience running and team as well as helping to develop and coach juniors. Want to find out more about this role? Give Sam Minor a call on or email at As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
PRO-TAX RECRUITMENT LIMITED
Private Client Tax Associate Director - Guildford
PRO-TAX RECRUITMENT LIMITED Guildford, Surrey
Private Client Tax Associate Director - Guildford Location Guildford Type Permanent Private Client Tax Associate Director - Great progression and work life balance Resulting from an impressive growth of clients across the South, this Top 10 Accountancy practice who have a fantastic reputation regarding private client tax services now seek a Private Client Tax Associate Director for their Guildford office. As the Private Client Tax Associate Director you will be working alongside one of the most influential Private Client Tax Partners in the south of England who will be your mentor and will provide support to progress through the ranks. Your role working in a cohesive team of Private Client Tax specialists will be to go out to market to form relationships with new clients including very wealthy individuals, owners of businesses, wealthy families and typically very prestigious clients. As well as business development you will also be a trusted client advisor building effective long lasting relationships. The clear pathway to progression and support from a notable figure in Private Client Tax makes this a rare opportunity that won't be on the market for long. Interested candidates must have experience at the very least at Manager level in private client with a strong background in compliance and advisory. For more information please email As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Jul 17, 2025
Full time
Private Client Tax Associate Director - Guildford Location Guildford Type Permanent Private Client Tax Associate Director - Great progression and work life balance Resulting from an impressive growth of clients across the South, this Top 10 Accountancy practice who have a fantastic reputation regarding private client tax services now seek a Private Client Tax Associate Director for their Guildford office. As the Private Client Tax Associate Director you will be working alongside one of the most influential Private Client Tax Partners in the south of England who will be your mentor and will provide support to progress through the ranks. Your role working in a cohesive team of Private Client Tax specialists will be to go out to market to form relationships with new clients including very wealthy individuals, owners of businesses, wealthy families and typically very prestigious clients. As well as business development you will also be a trusted client advisor building effective long lasting relationships. The clear pathway to progression and support from a notable figure in Private Client Tax makes this a rare opportunity that won't be on the market for long. Interested candidates must have experience at the very least at Manager level in private client with a strong background in compliance and advisory. For more information please email As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
PRO-TAX RECRUITMENT LIMITED
M&A Tax Associate Director
PRO-TAX RECRUITMENT LIMITED
An exceptional opportunity to join a Big 4's market-leading M&A Tax team as an Associate Director, advising some of the most prominent private equity firms, infrastructure funds, and multinational corporates on landmark transactions across the UK and Europe. This role offers the chance to lead complex deals, grow a diverse client base, and play a key part in one of the most dynamic tax advisory teams in the country. With hybrid working, investment in professional growth, and a collaborative culture, this is an ideal step for an ambitious tax professional ready to take on high-impact work. As an M&A Tax Associate Director, you will: Lead tax due diligence and structuring on high-profile transactions across sectors including private equity, infrastructure, and real estate. Advise on SPA negotiations, post-deal implementation, reorganisations, and exit planning. Collaborate with internal specialists across tax, legal, and financial advisory to deliver end-to-end deal support. Mentor junior team members and contribute to the technical training and development of the wider team. Why join Deloitte's M&A Tax team? Work at the forefront of M&A activity, supporting some of the largest and most complex transactions in Europe. Be part of an award-winning team known for innovation, collaboration, and a deep understanding of the deals landscape. Benefit from continuous learning, CPD support, and a clearly defined path for career progression. What you'll need to succeed: ACA / CTA qualified (or equivalent), with significant UK corporate tax experience in M&A, transaction services, or similar. Proven experience advising on complex tax structuring, due diligence, and deal execution. Strong commercial acumen and the ability to lead client relationships and multi-disciplinary project teams Ready to explore this opportunity? If you're looking to elevate your M&A tax career in a dynamic and high-performing team, contact Victoria Walker on or email for a confidential discussion.A collaborative and inclusive approach to leadership, with a passion for developing others and sharing expertise. As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Jul 17, 2025
Full time
An exceptional opportunity to join a Big 4's market-leading M&A Tax team as an Associate Director, advising some of the most prominent private equity firms, infrastructure funds, and multinational corporates on landmark transactions across the UK and Europe. This role offers the chance to lead complex deals, grow a diverse client base, and play a key part in one of the most dynamic tax advisory teams in the country. With hybrid working, investment in professional growth, and a collaborative culture, this is an ideal step for an ambitious tax professional ready to take on high-impact work. As an M&A Tax Associate Director, you will: Lead tax due diligence and structuring on high-profile transactions across sectors including private equity, infrastructure, and real estate. Advise on SPA negotiations, post-deal implementation, reorganisations, and exit planning. Collaborate with internal specialists across tax, legal, and financial advisory to deliver end-to-end deal support. Mentor junior team members and contribute to the technical training and development of the wider team. Why join Deloitte's M&A Tax team? Work at the forefront of M&A activity, supporting some of the largest and most complex transactions in Europe. Be part of an award-winning team known for innovation, collaboration, and a deep understanding of the deals landscape. Benefit from continuous learning, CPD support, and a clearly defined path for career progression. What you'll need to succeed: ACA / CTA qualified (or equivalent), with significant UK corporate tax experience in M&A, transaction services, or similar. Proven experience advising on complex tax structuring, due diligence, and deal execution. Strong commercial acumen and the ability to lead client relationships and multi-disciplinary project teams Ready to explore this opportunity? If you're looking to elevate your M&A tax career in a dynamic and high-performing team, contact Victoria Walker on or email for a confidential discussion.A collaborative and inclusive approach to leadership, with a passion for developing others and sharing expertise. As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
PRO-TAX RECRUITMENT LIMITED
Private Client Tax Associate Director
PRO-TAX RECRUITMENT LIMITED
Associate Director - Private Client Tax Edinburgh £65,000 - £85,000 (Hybrid working & Wider Benefits) We are working with a well-established Top 10 firm who are seeking an Associate Director to join their Private Client team in Scotland. You will have the chance to work on a wide variety of tax planning and compliance assignments, supporting high-net-worth individuals and family enterprises with tailored, forward-thinking advice. This is an ideal opportunity for an experienced tax professional who enjoys complex advisory work, team leadership, and long-term client relationship management. The Role: Lead and manage a portfolio of private clients, including complex individuals, family groups, and business owners Deliver advisory projects in areas such as CGT, IHT, trusts, business structuring, succession planning, and more Supervise and review work from junior team members, while supporting their technical development Contribute to business development efforts, alongside directors and partners What's on Offer: 27 days holiday, with the option to purchase more Private healthcare and access to virtual GP services Lifestyle and wellbeing benefits, including financial tools and electric car scheme Paid professional development and access to over 300 on-demand learning courses A supportive and inclusive team culture with clear routes for progression What You'll Bring: ATT / CTA / ACA qualified, or qualified by experience Strong technical understanding of UK private client tax, with significant compliance and advisory experience Ability to manage projects, develop relationships, and mentor junior staff A commercial approach with an interest in business development and strategic client planning If you're looking to step into a senior tax role within a flexible, forward-thinking environment, this could be the ideal next move then contact Victoria Walker on or email As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Jul 17, 2025
Full time
Associate Director - Private Client Tax Edinburgh £65,000 - £85,000 (Hybrid working & Wider Benefits) We are working with a well-established Top 10 firm who are seeking an Associate Director to join their Private Client team in Scotland. You will have the chance to work on a wide variety of tax planning and compliance assignments, supporting high-net-worth individuals and family enterprises with tailored, forward-thinking advice. This is an ideal opportunity for an experienced tax professional who enjoys complex advisory work, team leadership, and long-term client relationship management. The Role: Lead and manage a portfolio of private clients, including complex individuals, family groups, and business owners Deliver advisory projects in areas such as CGT, IHT, trusts, business structuring, succession planning, and more Supervise and review work from junior team members, while supporting their technical development Contribute to business development efforts, alongside directors and partners What's on Offer: 27 days holiday, with the option to purchase more Private healthcare and access to virtual GP services Lifestyle and wellbeing benefits, including financial tools and electric car scheme Paid professional development and access to over 300 on-demand learning courses A supportive and inclusive team culture with clear routes for progression What You'll Bring: ATT / CTA / ACA qualified, or qualified by experience Strong technical understanding of UK private client tax, with significant compliance and advisory experience Ability to manage projects, develop relationships, and mentor junior staff A commercial approach with an interest in business development and strategic client planning If you're looking to step into a senior tax role within a flexible, forward-thinking environment, this could be the ideal next move then contact Victoria Walker on or email As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Corporate Tax Associate Director
Grant Thornton (UK)
Corporate Tax Associate Director page is loaded Corporate Tax Associate Director Apply locations London time type Full time posted on Posted 30+ Days Ago job requisition id R More than you expected The UK member firms of Grant Thornton are part of global network of independent audit, tax and advisory firms, made up of some 76,000 in over 150 countries. We're a team of independent thinkers who put quality, inclusion and integrity first. All around the world we bring a different experience to our clients. A better experience. One that delivers the expertise they need in a way that goes beyond. Personal, proactive, and agile. That's Grant Thornton. Job Description: NEW GROUND WON'T BREAK ITSELF. Every day our teams help people in businesses and communities to do what is right and achieve their goals. Our Private Capital corporate tax team specialises in looking after exciting entrepreneurial businesses - we focus on the tax affairs of privately owned and private equity backed companies. These are exciting businesses to work with, they are dynamic, entrepreneurial and often fast growing and they need us to help them navigate their increasingly complex tax compliance obligations and support with a range of tax advisory projects as they grow, restructure and consider succession planning. Our approach is to work hard to build a strong trusted adviser relationship - we listen to what they want to achieve from a business and a personal perspective and help them do so in the most tax efficient way. We are part of a much wider national tax practice that also consists of corporate and multinational (who deal with groups with significant multi-national footprint and inhouse tax functions) and our specialist services (innovation tax, employment taxes, VAT and real estate). We are able to draw on this specialist expertise to support our Private Capital clients as they grow. A look into the role As a member of our Private Capital corporate tax team you will have the opportunity to work with a varied client base, from owner-managed business to private equity backed businesses. As an Associate Director within our Private Capital corporate tax team, you will: Be advising a broad range of clients on a range of tax issues, covering a broad range of compliance and advisory projects Be actively involved in client meetings, concisely and confidently answering client queries Engender trust and respect from clients by producing high quality tax advice accurately, delivering on expectations and deadlines Lead from the front in regards to delivering client work, engaging with the wider Tax teams to ensure correct skill utilisation on all projects Take responsibility for developing more junior team members, understanding their career aspiration and support in this delivery Provide intelligent and creative solutions to client tax issues both reactively and proactively, taking an active approach to cross-selling wider solutions for other teams around the GT network. Lead on pitch/proposals. You'll actively grow the business by being present in the market and demonstrating our capabilities to clients and targets. Knowing you're right for us Joining us as an Associate Director , the minimum criteria you'll need is a professional qualification (CTA/ACA/ACCA or equivalent) with post qualification experience, and to be confident managing a portfolio of entrepreneurial business clients. It would be great if you had some of the following skills, but don't worry if you don't tick every box, we'll help you develop along the way: You'll possess strong knowledge of UK corporate tax legislation and a working knowledge of international concepts You'll have reviewed work and supervised people in a tax environment You'll have gained experience working within a professional services environment You'll have experience of managing a large portfolio of tax clients You'll have demonstrable Business Development experience An eagerness to develop deep knowledge of the firm's services and capabilities Knowing we're right for you Embracing uniqueness, the culture at Grant Thornton thrives on the contributions of all our people, we never settle for what is easy, we look beyond to deliver the right thing, for everyone. Building an inclusive culture, where we value difference and respect our colleagues helps our people to perform at the best of their ability and realise their potential. All gender identities and sexual orientations are welcome to apply for any position within Grant Thornton and our flexible, non-gender specific dress code encourages everyone to dress for their diary. Our open and accessible culture means you'll interact with leaders who are interested in you and everything you bring to our firm. The things that set you apart, we value them. That's why we give you the freedom to bring your whole self to work and pursue your passions inside and outside of work. Beyond the job Life is more than work. The things you do, and the people you're with outside of work matter, that's why we're happy to look at flexible working options for all our roles, and we'll always do our best to keep your work and life in balance. The impact you can make here will go far beyond your day job. From secondments, to fundraising for local charities, or investing in entrepreneurs in the developing world, you'll be giving back to society. It's that drive to do the right thing that runs through our every move, grounded in our firm's values - purposefully driven, actively curious and candid but kind. We're looking for people who want to contribute, spark fresh ideas and go beyond expectations. People who want to be able to proudly do what's right, for the firm, our clients, our people and themselves. It's how it should be. Similar Jobs (3) Wealth & Asset Management Tax - Corporate Tax Associate Director locations 3 Locations time type Full time posted on Posted 30+ Days Ago Corporate Tax Associate Director - Private Equity Clients locations 7 Locations time type Full time posted on Posted 30+ Days Ago Corporate Tax Associate Director - Private Equity and Transactions locations London time type Full time posted on Posted 3 Days Ago
Jul 17, 2025
Full time
Corporate Tax Associate Director page is loaded Corporate Tax Associate Director Apply locations London time type Full time posted on Posted 30+ Days Ago job requisition id R More than you expected The UK member firms of Grant Thornton are part of global network of independent audit, tax and advisory firms, made up of some 76,000 in over 150 countries. We're a team of independent thinkers who put quality, inclusion and integrity first. All around the world we bring a different experience to our clients. A better experience. One that delivers the expertise they need in a way that goes beyond. Personal, proactive, and agile. That's Grant Thornton. Job Description: NEW GROUND WON'T BREAK ITSELF. Every day our teams help people in businesses and communities to do what is right and achieve their goals. Our Private Capital corporate tax team specialises in looking after exciting entrepreneurial businesses - we focus on the tax affairs of privately owned and private equity backed companies. These are exciting businesses to work with, they are dynamic, entrepreneurial and often fast growing and they need us to help them navigate their increasingly complex tax compliance obligations and support with a range of tax advisory projects as they grow, restructure and consider succession planning. Our approach is to work hard to build a strong trusted adviser relationship - we listen to what they want to achieve from a business and a personal perspective and help them do so in the most tax efficient way. We are part of a much wider national tax practice that also consists of corporate and multinational (who deal with groups with significant multi-national footprint and inhouse tax functions) and our specialist services (innovation tax, employment taxes, VAT and real estate). We are able to draw on this specialist expertise to support our Private Capital clients as they grow. A look into the role As a member of our Private Capital corporate tax team you will have the opportunity to work with a varied client base, from owner-managed business to private equity backed businesses. As an Associate Director within our Private Capital corporate tax team, you will: Be advising a broad range of clients on a range of tax issues, covering a broad range of compliance and advisory projects Be actively involved in client meetings, concisely and confidently answering client queries Engender trust and respect from clients by producing high quality tax advice accurately, delivering on expectations and deadlines Lead from the front in regards to delivering client work, engaging with the wider Tax teams to ensure correct skill utilisation on all projects Take responsibility for developing more junior team members, understanding their career aspiration and support in this delivery Provide intelligent and creative solutions to client tax issues both reactively and proactively, taking an active approach to cross-selling wider solutions for other teams around the GT network. Lead on pitch/proposals. You'll actively grow the business by being present in the market and demonstrating our capabilities to clients and targets. Knowing you're right for us Joining us as an Associate Director , the minimum criteria you'll need is a professional qualification (CTA/ACA/ACCA or equivalent) with post qualification experience, and to be confident managing a portfolio of entrepreneurial business clients. It would be great if you had some of the following skills, but don't worry if you don't tick every box, we'll help you develop along the way: You'll possess strong knowledge of UK corporate tax legislation and a working knowledge of international concepts You'll have reviewed work and supervised people in a tax environment You'll have gained experience working within a professional services environment You'll have experience of managing a large portfolio of tax clients You'll have demonstrable Business Development experience An eagerness to develop deep knowledge of the firm's services and capabilities Knowing we're right for you Embracing uniqueness, the culture at Grant Thornton thrives on the contributions of all our people, we never settle for what is easy, we look beyond to deliver the right thing, for everyone. Building an inclusive culture, where we value difference and respect our colleagues helps our people to perform at the best of their ability and realise their potential. All gender identities and sexual orientations are welcome to apply for any position within Grant Thornton and our flexible, non-gender specific dress code encourages everyone to dress for their diary. Our open and accessible culture means you'll interact with leaders who are interested in you and everything you bring to our firm. The things that set you apart, we value them. That's why we give you the freedom to bring your whole self to work and pursue your passions inside and outside of work. Beyond the job Life is more than work. The things you do, and the people you're with outside of work matter, that's why we're happy to look at flexible working options for all our roles, and we'll always do our best to keep your work and life in balance. The impact you can make here will go far beyond your day job. From secondments, to fundraising for local charities, or investing in entrepreneurs in the developing world, you'll be giving back to society. It's that drive to do the right thing that runs through our every move, grounded in our firm's values - purposefully driven, actively curious and candid but kind. We're looking for people who want to contribute, spark fresh ideas and go beyond expectations. People who want to be able to proudly do what's right, for the firm, our clients, our people and themselves. It's how it should be. Similar Jobs (3) Wealth & Asset Management Tax - Corporate Tax Associate Director locations 3 Locations time type Full time posted on Posted 30+ Days Ago Corporate Tax Associate Director - Private Equity Clients locations 7 Locations time type Full time posted on Posted 30+ Days Ago Corporate Tax Associate Director - Private Equity and Transactions locations London time type Full time posted on Posted 3 Days Ago
M&A Associate Director - Consumer, Retail, Leisure
Warner Scott Recruitment
Overview: We are seeking a highly skilled Consumer M&A Associate Director to join a leading global firm in London. The successful candidate will play a key role in executing and leading M&A transactions within the consumer sector, advising corporate and private equity clients on acquisitions, disposals, and strategic growth opportunities. Key Responsibilities: Lead end-to-end execution of M&A transactions, including financial analysis, valuation, due diligence, and negotiations. Develop and maintain relationships with key stakeholders, including clients, investors, and industry professionals. Provide strategic advice to clients on M&A opportunities and market trends within the consumer sector. Oversee and mentor junior team members, ensuring high-quality deliverables. Support business development initiatives, including pitching and origination of new opportunities. Collaborate with internal teams, including sector specialists, financial modelling experts, and tax advisors. Key Requirements: Strong M&A experience within the consumer sector, ideally gained in an investment bank, advisory firm, or Big 4 environment. Proven track record of executing transactions from origination to completion. Strong financial modelling, valuation, and deal structuring skills. Excellent client management and leadership abilities. Ability to work in a fast-paced, high-pressure environment. ACA, CFA, MBA, or equivalent qualification preferred. Why Join? Work on high-profile, cross-border transactions within a globally recognised firm. Opportunity to develop within a dynamic and high-growth M&A team. Competitive compensation and benefits package.
Jul 17, 2025
Full time
Overview: We are seeking a highly skilled Consumer M&A Associate Director to join a leading global firm in London. The successful candidate will play a key role in executing and leading M&A transactions within the consumer sector, advising corporate and private equity clients on acquisitions, disposals, and strategic growth opportunities. Key Responsibilities: Lead end-to-end execution of M&A transactions, including financial analysis, valuation, due diligence, and negotiations. Develop and maintain relationships with key stakeholders, including clients, investors, and industry professionals. Provide strategic advice to clients on M&A opportunities and market trends within the consumer sector. Oversee and mentor junior team members, ensuring high-quality deliverables. Support business development initiatives, including pitching and origination of new opportunities. Collaborate with internal teams, including sector specialists, financial modelling experts, and tax advisors. Key Requirements: Strong M&A experience within the consumer sector, ideally gained in an investment bank, advisory firm, or Big 4 environment. Proven track record of executing transactions from origination to completion. Strong financial modelling, valuation, and deal structuring skills. Excellent client management and leadership abilities. Ability to work in a fast-paced, high-pressure environment. ACA, CFA, MBA, or equivalent qualification preferred. Why Join? Work on high-profile, cross-border transactions within a globally recognised firm. Opportunity to develop within a dynamic and high-growth M&A team. Competitive compensation and benefits package.
Partnership Tax Manager/Associate Director
Service Care Solutions Ltd
Partnership Tax Manager/Associate Director Location: London Contract: Permanent Salary: £75,000 - 90,000 per annum (dependent on experience) Start Date: Flexible Hybrid Working Contact: Job Description Service Care Solutions is recruiting on behalf of a Top 100 Accountancy Firm in London for a Partnerships Tax Manager/Associate Director to join their team on a permanent basis. The tax team comprises 30 staff from trainee to partner level, handling the tax affairs of private and corporate clients, covering all aspects of the UK tax system. The work includes compliance such as tax return preparation and advisory projects. Deliver tax services to partnership tax clients and manage the personal tax affairs of partners, supporting tax consulting and marketing activities. Handle varied and challenging tax issues across a range of partnership and private client matters. Develop tax technical skills and tailor the role to your strengths. Manage a client portfolio, oversee service delivery, client relationships, review team members' work, and handle WIP/billing management. Candidate Criteria CTA Qualified with at least 3 years' post-qualification experience. Experience working with OMBs, especially partnerships, with knowledge of wider tax issues relevant to OMBs. Experience managing a tax team, including recruitment, appraisals, training, and supporting career development. Portfolio management experience with the ability to build long-term relationships. If interested, please contact Greg at Service Care Solutions on or email . We also offer a £250 referral bonus for successful placements through referrals.
Jul 16, 2025
Full time
Partnership Tax Manager/Associate Director Location: London Contract: Permanent Salary: £75,000 - 90,000 per annum (dependent on experience) Start Date: Flexible Hybrid Working Contact: Job Description Service Care Solutions is recruiting on behalf of a Top 100 Accountancy Firm in London for a Partnerships Tax Manager/Associate Director to join their team on a permanent basis. The tax team comprises 30 staff from trainee to partner level, handling the tax affairs of private and corporate clients, covering all aspects of the UK tax system. The work includes compliance such as tax return preparation and advisory projects. Deliver tax services to partnership tax clients and manage the personal tax affairs of partners, supporting tax consulting and marketing activities. Handle varied and challenging tax issues across a range of partnership and private client matters. Develop tax technical skills and tailor the role to your strengths. Manage a client portfolio, oversee service delivery, client relationships, review team members' work, and handle WIP/billing management. Candidate Criteria CTA Qualified with at least 3 years' post-qualification experience. Experience working with OMBs, especially partnerships, with knowledge of wider tax issues relevant to OMBs. Experience managing a tax team, including recruitment, appraisals, training, and supporting career development. Portfolio management experience with the ability to build long-term relationships. If interested, please contact Greg at Service Care Solutions on or email . We also offer a £250 referral bonus for successful placements through referrals.
BDO UK
Trust Tax Assistant Manager/ Manager
BDO UK Islington, London
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We'll help you succeed Our Trust Tax team offers a plethora of carefully tailored services to an equally varied range of clients - from UK and offshore Trusts, Charities and Estates, to entrepreneurs, entertainers and more. Part of the Private Client Services team, our expertise plays an integral part of a family's overall tax planning strategy. Here, you'll have the opportunity to expand and strengthen your skillset and gain an invaluable insight into the wider Tax business within BDO. You'll be supported to develop your career and help others do the same, all while undertaking an exciting, varied workload for a broad range of clients. This role is as part of the team responsible for assisting Partners, Directors and other senior staff in servicing clients, directing Trust services and managing people within the Trust team. Trust tax knowledge is essential as is a wider knowledge of personal taxation. The primary day to day responsibility will be to act as a point of contact within the firm for the client together with the other senior staff. You will deal with all matters relating to the management of a portfolio of existing clients including billings and cash collection within the firm's criteria. Key to the role is for the individual to be able to pro-actively manage their own workload, provide overall support to Senior Managers and Directors on client matters and assist Directors in the management of the day-to-day delivery of all trust tax compliance and trust accounts work. You'll be someone with: Experience in providing trust and estate advice to high net worth individuals (experience of charity clients is a plus but not essential). Proven specialist technical private client experience, and the ability to deal with complex trust tax issues, gained within a practice environment. Experience of reviewing Trust accounts and associated tax accounting aspects (e.g. computing tax pools) Experience of dealing with HNW clients Staff management experience CTA and/or STEP qualified (or equivalent) You'll also 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 everyone the opportunity to work in ways that suit them, their teams, and the task in 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. We can provide the best support for our clients and people when we're working side by side. 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 our clients and satisfying experiences at work, 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 them. Across 17 UK locations, we are 6,500 unique minds coming together to help our clients reach 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.
Jul 16, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We'll help you succeed Our Trust Tax team offers a plethora of carefully tailored services to an equally varied range of clients - from UK and offshore Trusts, Charities and Estates, to entrepreneurs, entertainers and more. Part of the Private Client Services team, our expertise plays an integral part of a family's overall tax planning strategy. Here, you'll have the opportunity to expand and strengthen your skillset and gain an invaluable insight into the wider Tax business within BDO. You'll be supported to develop your career and help others do the same, all while undertaking an exciting, varied workload for a broad range of clients. This role is as part of the team responsible for assisting Partners, Directors and other senior staff in servicing clients, directing Trust services and managing people within the Trust team. Trust tax knowledge is essential as is a wider knowledge of personal taxation. The primary day to day responsibility will be to act as a point of contact within the firm for the client together with the other senior staff. You will deal with all matters relating to the management of a portfolio of existing clients including billings and cash collection within the firm's criteria. Key to the role is for the individual to be able to pro-actively manage their own workload, provide overall support to Senior Managers and Directors on client matters and assist Directors in the management of the day-to-day delivery of all trust tax compliance and trust accounts work. You'll be someone with: Experience in providing trust and estate advice to high net worth individuals (experience of charity clients is a plus but not essential). Proven specialist technical private client experience, and the ability to deal with complex trust tax issues, gained within a practice environment. Experience of reviewing Trust accounts and associated tax accounting aspects (e.g. computing tax pools) Experience of dealing with HNW clients Staff management experience CTA and/or STEP qualified (or equivalent) You'll also 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 everyone the opportunity to work in ways that suit them, their teams, and the task in 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. We can provide the best support for our clients and people when we're working side by side. 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 our clients and satisfying experiences at work, 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 them. Across 17 UK locations, we are 6,500 unique minds coming together to help our clients reach 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
Mixed Tax Associate Director - Northampton
Clark Wood Northampton, Northamptonshire
Mixed Tax Associate Director - Northampton Mixed Tax Associate Director or Director - Northampton Job Opportunity: Mixed Tax Associate Director or Director Location: Northampton, East Midlands Clark Wood is seeking an experienced Tax Associate Director or Director to join a prestigious tax team in Northampton. This role involves leading and developing the firm's consultancy services while managing a significant client portfolio. Role Overview: Qualifications: CTA/ACA Qualified Key Responsibilities: Lead and grow the firm's tax consultancy services in Northampton and surrounding areas. Manage a diverse client portfolio, including Owner Managed Businesses (OMB), corporate tax clients, and high net worth individuals (HNWIs). Provide advisory support on corporate transactions, M&A, property transactions, reconstructions, share schemes, EIS/SEIS, R&D tax credits, patent box claims, succession planning, and exit planning. Handle private client tax matters like share structures, dividend planning, shareholder tax planning, estate planning, trusts, IHT, CGT, and non-dom work. Drive business development and networking to expand the firm's tax services and client base. Ideal Candidate: CTA/ACA Qualified with experience in IHT and CGT planning, and residence and domicile advice. Experience in a Senior Manager/Director role with strong technical and leadership skills. Work with a highly regarded tax team. Engage in diverse and challenging advisory work. Opportunities for career advancement. Contact Information: Phone: Explore More Opportunities: If this role isn't right for you, contact us to discuss other opportunities. Refer a friend and earn £500 in vouchers if they secure a permanent role.
Jul 16, 2025
Full time
Mixed Tax Associate Director - Northampton Mixed Tax Associate Director or Director - Northampton Job Opportunity: Mixed Tax Associate Director or Director Location: Northampton, East Midlands Clark Wood is seeking an experienced Tax Associate Director or Director to join a prestigious tax team in Northampton. This role involves leading and developing the firm's consultancy services while managing a significant client portfolio. Role Overview: Qualifications: CTA/ACA Qualified Key Responsibilities: Lead and grow the firm's tax consultancy services in Northampton and surrounding areas. Manage a diverse client portfolio, including Owner Managed Businesses (OMB), corporate tax clients, and high net worth individuals (HNWIs). Provide advisory support on corporate transactions, M&A, property transactions, reconstructions, share schemes, EIS/SEIS, R&D tax credits, patent box claims, succession planning, and exit planning. Handle private client tax matters like share structures, dividend planning, shareholder tax planning, estate planning, trusts, IHT, CGT, and non-dom work. Drive business development and networking to expand the firm's tax services and client base. Ideal Candidate: CTA/ACA Qualified with experience in IHT and CGT planning, and residence and domicile advice. Experience in a Senior Manager/Director role with strong technical and leadership skills. Work with a highly regarded tax team. Engage in diverse and challenging advisory work. Opportunities for career advancement. Contact Information: Phone: Explore More Opportunities: If this role isn't right for you, contact us to discuss other opportunities. Refer a friend and earn £500 in vouchers if they secure a permanent role.

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