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 23, 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. #
The Deals & Financing team is a rapidly growing and global group. You will be joining a team at the forefront of large international infrastructure projects, global M&A transactions, high-profile forensic investigations, business valuations, corporate restructuring and national creditor advisory services; all with the aim of adding value to clients by finding solutions to a wide range of financial issues. The Due Diligence (Transaction Services) team forms part of the wider Deals & Financing team. Based in several regional offices, this national team works on a number of and UK and cross-border transactions supporting corporate investors, private equity teams and finance providers. The role will therefore afford the opportunity to work with this client base, developing deal and sector knowledge. Job Purpose The role provides an opportunity to join the Due Diligence (Transaction Services) business unit in Manchester. As a Transaction Services Manager OR Associate Director, you will be leading the financial due diligence process, delivering high-quality reports to a range of corporate, private equity and banking clients. The successful candidate will have the opportunity to develop their own career and work directly with the Leadership team. The team culture allows all individuals to have an open line of communication with the UK partner group, with a strong focus on teamwork, collaboration, innovation and creating opportunities for development. The TS national team has a strong record of developing and recognising talent through career progression that can be fast-tracked, depending on your performance. The role will enable you to lead due diligence assignments (coordinating with tax and other specialists), and expand your external client portfolio and network of relationships. The candidate will also have the opportunity to work as part of the National TS team, whilst also maintaining a great degree of flexibility to personal circumstances. The TS team also works on a number of cross-border transactions; the role will therefore afford the opportunity to lead on international deals working alongside a global clients and advisers. Role & Responsibilities The role will offer the opportunity to develop your own client portfolio and relationships. Working directly to partners locally and nationally. Participating in national resourcing and project delivery meetings with peers and senior leadership. Co-ordinating and directing proposals - taking the lead on the overall proposition, scope and fee. Managing due diligence assignments and overseeing the input from specialist teams. Coaching/training teams to deliver insightful analysis and prepare issues-focussed due diligence reports. Engaging with clients and communicating issues in a timely manner. Delivering confident and clear presentations to the client and other stakeholders. Understanding and responding appropriately to client needs. Monitoring time spent against budget and recovering unbudgeted time. Developing strong working relationships with clients and intermediaries. Directing and supporting business development initiatives - locally and nationally. Produce high quality work in line with the Firm's policy and processes, meeting relevant regulatory requirements. Experience, Skills & Knowledge Qualified to ACA (or equivalent). Financial due diligence experience in a similar role, covering a range of transaction types (buy-side, sell-side, financing). Track record of developing and managing an external network of relationships, with examples of securing project work. Experience of supporting on competitive proposals and pitches. Strong project management skills. Strong analytical and reporting skills. Excellent written and oral presentation skills. The desire and ability to develop self and others. Track record of developing new initiatives and methodologies. Experience of identifying issues through sound analysis and application of commercial acumen in all situations. Actively seeks to enhance expertise and knowledge. About Forvis Mazars Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories. Both member firms share a commitment to providing an unmatched client experience, delivering audit & assurance, tax and advisory services around the world. Together, our strategic vision strives to move our clients, people, industry and communities forward. Through our reach and areas of expertise, we help organisations respond to emerging sustainability issues in the global marketplace including human rights, climate change, environmental impacts and culture. We are one diverse, multicultural, multi-generational team with a huge sense of connection and belonging. This is a place where you can take ownership of your career, get involved, believe in yourself and put your ideas into action. At Forvis Mazars, we empower our people and celebrate individuality. We thrive on teamwork and are agile. We have bold foresight and give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and have a deeper understanding, to help make an impact so that everyone can reach their full potential. Being inclusive is core to our culture at Forvis Mazars; we want to ensure everyone, whether in the recruitment process or beyond is fully supported to be their unique self. To read more about our approach click here . Our aim is to make the recruitment process as accessible and inclusive as possible - please contact us to discuss any changes you may require so we can work with you to support you throughout your application. Visit to learn more.
Jul 23, 2025
Full time
The Deals & Financing team is a rapidly growing and global group. You will be joining a team at the forefront of large international infrastructure projects, global M&A transactions, high-profile forensic investigations, business valuations, corporate restructuring and national creditor advisory services; all with the aim of adding value to clients by finding solutions to a wide range of financial issues. The Due Diligence (Transaction Services) team forms part of the wider Deals & Financing team. Based in several regional offices, this national team works on a number of and UK and cross-border transactions supporting corporate investors, private equity teams and finance providers. The role will therefore afford the opportunity to work with this client base, developing deal and sector knowledge. Job Purpose The role provides an opportunity to join the Due Diligence (Transaction Services) business unit in Manchester. As a Transaction Services Manager OR Associate Director, you will be leading the financial due diligence process, delivering high-quality reports to a range of corporate, private equity and banking clients. The successful candidate will have the opportunity to develop their own career and work directly with the Leadership team. The team culture allows all individuals to have an open line of communication with the UK partner group, with a strong focus on teamwork, collaboration, innovation and creating opportunities for development. The TS national team has a strong record of developing and recognising talent through career progression that can be fast-tracked, depending on your performance. The role will enable you to lead due diligence assignments (coordinating with tax and other specialists), and expand your external client portfolio and network of relationships. The candidate will also have the opportunity to work as part of the National TS team, whilst also maintaining a great degree of flexibility to personal circumstances. The TS team also works on a number of cross-border transactions; the role will therefore afford the opportunity to lead on international deals working alongside a global clients and advisers. Role & Responsibilities The role will offer the opportunity to develop your own client portfolio and relationships. Working directly to partners locally and nationally. Participating in national resourcing and project delivery meetings with peers and senior leadership. Co-ordinating and directing proposals - taking the lead on the overall proposition, scope and fee. Managing due diligence assignments and overseeing the input from specialist teams. Coaching/training teams to deliver insightful analysis and prepare issues-focussed due diligence reports. Engaging with clients and communicating issues in a timely manner. Delivering confident and clear presentations to the client and other stakeholders. Understanding and responding appropriately to client needs. Monitoring time spent against budget and recovering unbudgeted time. Developing strong working relationships with clients and intermediaries. Directing and supporting business development initiatives - locally and nationally. Produce high quality work in line with the Firm's policy and processes, meeting relevant regulatory requirements. Experience, Skills & Knowledge Qualified to ACA (or equivalent). Financial due diligence experience in a similar role, covering a range of transaction types (buy-side, sell-side, financing). Track record of developing and managing an external network of relationships, with examples of securing project work. Experience of supporting on competitive proposals and pitches. Strong project management skills. Strong analytical and reporting skills. Excellent written and oral presentation skills. The desire and ability to develop self and others. Track record of developing new initiatives and methodologies. Experience of identifying issues through sound analysis and application of commercial acumen in all situations. Actively seeks to enhance expertise and knowledge. About Forvis Mazars Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories. Both member firms share a commitment to providing an unmatched client experience, delivering audit & assurance, tax and advisory services around the world. Together, our strategic vision strives to move our clients, people, industry and communities forward. Through our reach and areas of expertise, we help organisations respond to emerging sustainability issues in the global marketplace including human rights, climate change, environmental impacts and culture. We are one diverse, multicultural, multi-generational team with a huge sense of connection and belonging. This is a place where you can take ownership of your career, get involved, believe in yourself and put your ideas into action. At Forvis Mazars, we empower our people and celebrate individuality. We thrive on teamwork and are agile. We have bold foresight and give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and have a deeper understanding, to help make an impact so that everyone can reach their full potential. Being inclusive is core to our culture at Forvis Mazars; we want to ensure everyone, whether in the recruitment process or beyond is fully supported to be their unique self. To read more about our approach click here . Our aim is to make the recruitment process as accessible and inclusive as possible - please contact us to discuss any changes you may require so we can work with you to support you throughout your application. Visit to learn more.
Forvis Mazars is an engine for rapid and consistent career progression, offering individually designed career paths so you can grow within a culture that helps you pursue your interests. We match your changing needs with hybrid working, and help you explore your true potential in an environment where you belong . We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to make an impact and continue to grow your skills for lifelong professional development. Are you looking to make your mark in Corporate Tax Advisory as an Associate Director? Are you looking to join our successful and reputable tax practice? Are you looking for a hybrid office/remote working environment? And you looking to achieve all of this and much more with a global leader in audit & assurance, tax, advisory and consulting services? Then apply to the role today! Roles & Responsibilities Your role as Associate Director in our Corporate Tax Advisory team will include: Building relationships with our large, listed and international corporate clients, Advising on complex areas of legislation Innovating through the use of technology Continuous process improvement and developing our people, Skills, knowledge and Experience ACA and/or CTA (or qualified by experience) Extensive experience of working with a portfolio of large corporate, listed (complex) and international corporate groups providing corporate tax advisory services Demonstrate strong technical tax knowledge and experience, specifically with large, listed and international corporate clients; Experience of building new relationships and winning advisory work. Experience of collaborating on projects with colleagues in other service lines, including but not limited to Management consulting, Risk advisory and internal audit, M&A and transactions and Technology and digital consulting About Forvis Mazars Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories. At Forvis Mazars, we celebrate individuality and thrive on teamwork. We give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and make an impact so that everyone can reach their full potential, further details can be found on our website.
Jul 23, 2025
Full time
Forvis Mazars is an engine for rapid and consistent career progression, offering individually designed career paths so you can grow within a culture that helps you pursue your interests. We match your changing needs with hybrid working, and help you explore your true potential in an environment where you belong . We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to make an impact and continue to grow your skills for lifelong professional development. Are you looking to make your mark in Corporate Tax Advisory as an Associate Director? Are you looking to join our successful and reputable tax practice? Are you looking for a hybrid office/remote working environment? And you looking to achieve all of this and much more with a global leader in audit & assurance, tax, advisory and consulting services? Then apply to the role today! Roles & Responsibilities Your role as Associate Director in our Corporate Tax Advisory team will include: Building relationships with our large, listed and international corporate clients, Advising on complex areas of legislation Innovating through the use of technology Continuous process improvement and developing our people, Skills, knowledge and Experience ACA and/or CTA (or qualified by experience) Extensive experience of working with a portfolio of large corporate, listed (complex) and international corporate groups providing corporate tax advisory services Demonstrate strong technical tax knowledge and experience, specifically with large, listed and international corporate clients; Experience of building new relationships and winning advisory work. Experience of collaborating on projects with colleagues in other service lines, including but not limited to Management consulting, Risk advisory and internal audit, M&A and transactions and Technology and digital consulting About Forvis Mazars Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories. At Forvis Mazars, we celebrate individuality and thrive on teamwork. We give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and make an impact so that everyone can reach their full potential, further details can be found on our website.
Forvis Mazars is an engine for rapid and consistent career progression, offering individually designed career paths so you can grow within a culture that helps you pursue your interests. We match your changing needs with hybrid working, and help you explore your true potential in an environment where you belong . We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to make an impact and continue to grow your skills for lifelong professional development. Are you looking to make your mark in Corporate Tax Advisory as an Associate Director? Are you looking to join our successful and reputable tax practice? Are you looking for a hybrid office/remote working environment? And you looking to achieve all of this and much more with a global leader in audit & assurance, tax, advisory and consulting services? Then apply to the role today! Roles & Responsibilities Your role as Associate Director in our Corporate Tax Advisory team will include: Building relationships with our large, listed and international corporate clients, Advising on complex areas of legislation Innovating through the use of technology Continuous process improvement and developing our people, Skills, knowledge and Experience ACA and/or CTA (or qualified by experience) Extensive experience of working with a portfolio of large corporate, listed (complex) and international corporate groups providing corporate tax advisory services Demonstrate strong technical tax knowledge and experience, specifically with large, listed and international corporate clients; Experience of building new relationships and winning advisory work. Experience of collaborating on projects with colleagues in other service lines, including but not limited to Management consulting, Risk advisory and internal audit, M&A and transactions and Technology and digital consulting About Forvis Mazars Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories. At Forvis Mazars, we celebrate individuality and thrive on teamwork. We give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and make an impact so that everyone can reach their full potential, further details can be found on our website.
Jul 23, 2025
Full time
Forvis Mazars is an engine for rapid and consistent career progression, offering individually designed career paths so you can grow within a culture that helps you pursue your interests. We match your changing needs with hybrid working, and help you explore your true potential in an environment where you belong . We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to make an impact and continue to grow your skills for lifelong professional development. Are you looking to make your mark in Corporate Tax Advisory as an Associate Director? Are you looking to join our successful and reputable tax practice? Are you looking for a hybrid office/remote working environment? And you looking to achieve all of this and much more with a global leader in audit & assurance, tax, advisory and consulting services? Then apply to the role today! Roles & Responsibilities Your role as Associate Director in our Corporate Tax Advisory team will include: Building relationships with our large, listed and international corporate clients, Advising on complex areas of legislation Innovating through the use of technology Continuous process improvement and developing our people, Skills, knowledge and Experience ACA and/or CTA (or qualified by experience) Extensive experience of working with a portfolio of large corporate, listed (complex) and international corporate groups providing corporate tax advisory services Demonstrate strong technical tax knowledge and experience, specifically with large, listed and international corporate clients; Experience of building new relationships and winning advisory work. Experience of collaborating on projects with colleagues in other service lines, including but not limited to Management consulting, Risk advisory and internal audit, M&A and transactions and Technology and digital consulting About Forvis Mazars Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories. At Forvis Mazars, we celebrate individuality and thrive on teamwork. We give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and make an impact so that everyone can reach their full potential, further details can be found on our website.
The Deals & Financing team is a rapidly growing and global group. You will be joining a team at the forefront of large international infrastructure projects, global M&A transactions, high-profile forensic investigations, business valuations, corporate restructuring and national creditor advisory services; all with the aim of adding value to clients by finding solutions to a wide range of financial issues. The Due Diligence (Transaction Services) team forms part of the wider Deals & Financing team. Based in several regional offices, this national team works on a number of and UK and cross-border transactions supporting corporate investors, private equity teams and finance providers. The role will therefore afford the opportunity to work with this client base, developing deal and sector knowledge. Job Purpose The role provides an opportunity to join the Due Diligence (Transaction Services) business unit in Manchester. As a Transaction Services Manager OR Associate Director, you will be leading the financial due diligence process, delivering high-quality reports to a range of corporate, private equity and banking clients. The successful candidate will have the opportunity to develop their own career and work directly with the Leadership team. The team culture allows all individuals to have an open line of communication with the UK partner group, with a strong focus on teamwork, collaboration, innovation and creating opportunities for development. The TS national team has a strong record of developing and recognising talent through career progression that can be fast-tracked, depending on your performance. The role will enable you to lead due diligence assignments (coordinating with tax and other specialists), and expand your external client portfolio and network of relationships. The candidate will also have the opportunity to work as part of the National TS team, whilst also maintaining a great degree of flexibility to personal circumstances. The TS team also works on a number of cross-border transactions; the role will therefore afford the opportunity to lead on international deals working alongside a global clients and advisers. Role & Responsibilities The role will offer the opportunity to develop your own client portfolio and relationships. Working directly to partners locally and nationally. Participating in national resourcing and project delivery meetings with peers and senior leadership. Co-ordinating and directing proposals - taking the lead on the overall proposition, scope and fee. Managing due diligence assignments and overseeing the input from specialist teams. Coaching/training teams to deliver insightful analysis and prepare issues-focussed due diligence reports. Engaging with clients and communicating issues in a timely manner. Delivering confident and clear presentations to the client and other stakeholders. Understanding and responding appropriately to client needs. Monitoring time spent against budget and recovering unbudgeted time. Developing strong working relationships with clients and intermediaries. Directing and supporting business development initiatives - locally and nationally. Produce high quality work in line with the Firm's policy and processes, meeting relevant regulatory requirements. Experience, Skills & Knowledge Qualified to ACA (or equivalent). Financial due diligence experience in a similar role, covering a range of transaction types (buy-side, sell-side, financing). Track record of developing and managing an external network of relationships, with examples of securing project work. Experience of supporting on competitive proposals and pitches. Strong project management skills. Strong analytical and reporting skills. Excellent written and oral presentation skills. The desire and ability to develop self and others. Track record of developing new initiatives and methodologies. Experience of identifying issues through sound analysis and application of commercial acumen in all situations. Actively seeks to enhance expertise and knowledge. About Forvis Mazars Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories. Both member firms share a commitment to providing an unmatched client experience, delivering audit & assurance, tax and advisory services around the world. Together, our strategic vision strives to move our clients, people, industry and communities forward. Through our reach and areas of expertise, we help organisations respond to emerging sustainability issues in the global marketplace including human rights, climate change, environmental impacts and culture. We are one diverse, multicultural, multi-generational team with a huge sense of connection and belonging. This is a place where you can take ownership of your career, get involved, believe in yourself and put your ideas into action. At Forvis Mazars, we empower our people and celebrate individuality. We thrive on teamwork and are agile. We have bold foresight and give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and have a deeper understanding, to help make an impact so that everyone can reach their full potential. Being inclusive is core to our culture at Forvis Mazars; we want to ensure everyone, whether in the recruitment process or beyond is fully supported to be their unique self. To read more about our approach click here . Our aim is to make the recruitment process as accessible and inclusive as possible - please contact us to discuss any changes you may require so we can work with you to support you throughout your application. Visit to learn more.
Jul 23, 2025
Full time
The Deals & Financing team is a rapidly growing and global group. You will be joining a team at the forefront of large international infrastructure projects, global M&A transactions, high-profile forensic investigations, business valuations, corporate restructuring and national creditor advisory services; all with the aim of adding value to clients by finding solutions to a wide range of financial issues. The Due Diligence (Transaction Services) team forms part of the wider Deals & Financing team. Based in several regional offices, this national team works on a number of and UK and cross-border transactions supporting corporate investors, private equity teams and finance providers. The role will therefore afford the opportunity to work with this client base, developing deal and sector knowledge. Job Purpose The role provides an opportunity to join the Due Diligence (Transaction Services) business unit in Manchester. As a Transaction Services Manager OR Associate Director, you will be leading the financial due diligence process, delivering high-quality reports to a range of corporate, private equity and banking clients. The successful candidate will have the opportunity to develop their own career and work directly with the Leadership team. The team culture allows all individuals to have an open line of communication with the UK partner group, with a strong focus on teamwork, collaboration, innovation and creating opportunities for development. The TS national team has a strong record of developing and recognising talent through career progression that can be fast-tracked, depending on your performance. The role will enable you to lead due diligence assignments (coordinating with tax and other specialists), and expand your external client portfolio and network of relationships. The candidate will also have the opportunity to work as part of the National TS team, whilst also maintaining a great degree of flexibility to personal circumstances. The TS team also works on a number of cross-border transactions; the role will therefore afford the opportunity to lead on international deals working alongside a global clients and advisers. Role & Responsibilities The role will offer the opportunity to develop your own client portfolio and relationships. Working directly to partners locally and nationally. Participating in national resourcing and project delivery meetings with peers and senior leadership. Co-ordinating and directing proposals - taking the lead on the overall proposition, scope and fee. Managing due diligence assignments and overseeing the input from specialist teams. Coaching/training teams to deliver insightful analysis and prepare issues-focussed due diligence reports. Engaging with clients and communicating issues in a timely manner. Delivering confident and clear presentations to the client and other stakeholders. Understanding and responding appropriately to client needs. Monitoring time spent against budget and recovering unbudgeted time. Developing strong working relationships with clients and intermediaries. Directing and supporting business development initiatives - locally and nationally. Produce high quality work in line with the Firm's policy and processes, meeting relevant regulatory requirements. Experience, Skills & Knowledge Qualified to ACA (or equivalent). Financial due diligence experience in a similar role, covering a range of transaction types (buy-side, sell-side, financing). Track record of developing and managing an external network of relationships, with examples of securing project work. Experience of supporting on competitive proposals and pitches. Strong project management skills. Strong analytical and reporting skills. Excellent written and oral presentation skills. The desire and ability to develop self and others. Track record of developing new initiatives and methodologies. Experience of identifying issues through sound analysis and application of commercial acumen in all situations. Actively seeks to enhance expertise and knowledge. About Forvis Mazars Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories. Both member firms share a commitment to providing an unmatched client experience, delivering audit & assurance, tax and advisory services around the world. Together, our strategic vision strives to move our clients, people, industry and communities forward. Through our reach and areas of expertise, we help organisations respond to emerging sustainability issues in the global marketplace including human rights, climate change, environmental impacts and culture. We are one diverse, multicultural, multi-generational team with a huge sense of connection and belonging. This is a place where you can take ownership of your career, get involved, believe in yourself and put your ideas into action. At Forvis Mazars, we empower our people and celebrate individuality. We thrive on teamwork and are agile. We have bold foresight and give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and have a deeper understanding, to help make an impact so that everyone can reach their full potential. Being inclusive is core to our culture at Forvis Mazars; we want to ensure everyone, whether in the recruitment process or beyond is fully supported to be their unique self. To read more about our approach click here . Our aim is to make the recruitment process as accessible and inclusive as possible - please contact us to discuss any changes you may require so we can work with you to support you throughout your application. Visit to learn more.
Forvis Mazars is an engine for rapid and consistent career progression, offering individually designed career paths so you can grow within a culture that helps you pursue your interests. We match your changing needs with hybrid working, and help you explore your true potential in an environment where you belong . We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to make an impact and continue to grow your skills for lifelong professional development. Are you looking to make your mark as a Corporate Tax Compliance Associate Director? Are you looking to join our successful and reputable tax practice? Are you looking for a hybrid office/remote working environment? And you looking to achieve all of this and much more with a global leader in audit & assurance, tax, advisory and consulting services? Then apply to the role today! Roles and responsibilities Reviewing and approving corporation tax computations and tax accounting, as well as undertaking some tax assurance reviews. Building client relationships with our portfolio of mid-sized businesses. Negotiating and raising fees and being responsible for WIP management on your portfolio of clients. Proactively talking to clients about tax opportunities which may be relevant to them, and working with the tax partners, and wider tax team to deliver on such work. Skills, knowledge and Experience Extensive experience of working with a portfolio of clients to deliver on annual corporation tax reporting requirements. ATT (or equivalent) qualification Demonstrate broad and strong technical tax knowledge and experience. Broad experience of managing the financials on clients, delivering on budgets and negotiating fees with clients. About Forvis Mazars Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories. At Forvis Mazars, we celebrate individuality and thrive on teamwork. We give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and make an impact so that everyone can reach their full potential, further details can be found on our website.
Jul 23, 2025
Full time
Forvis Mazars is an engine for rapid and consistent career progression, offering individually designed career paths so you can grow within a culture that helps you pursue your interests. We match your changing needs with hybrid working, and help you explore your true potential in an environment where you belong . We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to make an impact and continue to grow your skills for lifelong professional development. Are you looking to make your mark as a Corporate Tax Compliance Associate Director? Are you looking to join our successful and reputable tax practice? Are you looking for a hybrid office/remote working environment? And you looking to achieve all of this and much more with a global leader in audit & assurance, tax, advisory and consulting services? Then apply to the role today! Roles and responsibilities Reviewing and approving corporation tax computations and tax accounting, as well as undertaking some tax assurance reviews. Building client relationships with our portfolio of mid-sized businesses. Negotiating and raising fees and being responsible for WIP management on your portfolio of clients. Proactively talking to clients about tax opportunities which may be relevant to them, and working with the tax partners, and wider tax team to deliver on such work. Skills, knowledge and Experience Extensive experience of working with a portfolio of clients to deliver on annual corporation tax reporting requirements. ATT (or equivalent) qualification Demonstrate broad and strong technical tax knowledge and experience. Broad experience of managing the financials on clients, delivering on budgets and negotiating fees with clients. About Forvis Mazars Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories. At Forvis Mazars, we celebrate individuality and thrive on teamwork. We give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and make an impact so that everyone can reach their full potential, further details can be found on our website.
Location: London Line of Business: Finance Job Function: Investor Services Date: Wednesday, July 2, 2025 Position Summary This position will represent the Fund Management lead and fund controller for Carlyle Private Equity Partners (CPEP) EU, an evergreen European investment vehicle launching in 2025 that will invest across Carlyle's global private equity platform. This role will be based in London and is critical to building out the finance and operational infrastructure for CPEP EU, working closely with global fund finance, compliance, legal, and investment teams. Responsibilities Fund Operations Manage liquidity and cash flow by monitoring global investment pipelines and collaborating with the CPEP Investment Team, as well as CPEP's third-party fund administrator and transfer agent, to align capital inflows and outflows Lead transaction execution, including new investments, exits, and restructurings, by coordinating with stakeholders such as Global FM, Luxembourg Operations, fund counsel, and tax teams Coordinate the flow of information between deal execution, valuation, and other information with CPEP EU's fund administrator Review and assess financial valuations of portfolio companies prepared by global deal teams Partner with stakeholders to resolve valuation-related issues and ensure consistent reporting Coordinate with various accounting and fund management teams to ensure accounting and valuation data is captured timely and accurately in support of the monthly NAV calculation, and oversee monthly NAV tie-out process, including share class allocations Oversee any fund-level hedging requirements Ensure timely delivery of information to the depositary, including complying with AIFMD regulations Assist transfer agent with investor onboarding activities Support Investor Relations (IR) with operational due diligence and investor inquiries Reporting Ensure fund financials adhere to the latest accounting guidance and disclosure requirements (Lux GAAP) Assist with the annual audit process, coordinating with auditors and internal stakeholders Maintain and oversee process documentation and internal control framework including establishing Fund level policies and procedures Respond to internal and external queries related to financials and valuations Interact with stakeholders regarding valuations, financial statements, and regulatory filings Oversee the compilation of Fund information and provide to in-house AIFM team to comply with AIFMD Coordinate with third-party corporate secretary to compile board reporting and present relevant information to the Fund Board Oversee third-party regulatory reporting providers and monitor reporting deadlines Oversee European regulatory reporting provider, including for the filing of PRIIPS KIDs, and EMTs Service Provider Oversight Monitor third-party service providers, including fund administrators, custodians, transfer agents, tax advisers, auditors, corporate secretary, and credit facility providers Maintain an effective oversight model to ensure risk-based review of: Fund accounting and period-end close processes Financial reporting accuracy and timeliness Investor servicing and related workflows Subscription and Redemption processes Monitor and enforce service level agreements (SLAs) with third-party vendors Liaise with Fund Directors, AIFM, and Luxembourg Operations team, as required Qualifications Bachelor's degree with an Accounting or Finance Major, or equivalent work experience in addition to bachelor's degree in another field, required 7+ years of experience in fund finance, fund accounting, or fund operations, ideally with a focus on closed-end private equity and semi-liquid structures Prior experience working with UCI Pt II or other European-regulated fund vehicles strongly preferred Familiarity with European regulatory regimes, such as AIFMD, UCITS, UCI Pt II, RAIF, and ELTIF, and Luxembourg fund structures Proven ability to coordinate across global teams and third-party service providers Excellent analytical, communication, and project management skills Qualified accountant (ACA, ACCA, CPA, or equivalent) preferred Company Information The Carlyle Group (NASDAQ: CG) is a global investment firm with $453 billion of assets under management and more than half of the AUM managed by women, across 641 investment vehicles as of March 31, 2025. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,300 professionals operating in 29 offices in North America, Europe, the Middle East, Asia and Australia. Carlyle places an emphasis on development, retention and inclusion as supported by our internal processes and seven Employee Resource Groups (ERGs). Carlyle's purpose is to invest wisely and create value on behalf of its investors, which range from public and private pension funds to wealthy individuals and families to sovereign wealth funds, unions and corporations. Carlyle invests across three segments - Global Private Equity, Global Credit and Carlyle AlpInvest - and has expertise in various industries, including: aerospace, defense & government services, consumer & retail, energy, financial services, healthcare, industrial, real estate, technology & business services, telecommunications & media and transportation. At Carlyle, we believe that a wide spectrum of experiences and viewpoints drives performance and success. Our CEO, Harvey Schwartz, has stated that, "To build better businesses and create value for all of our stakeholders, we are focused on assembling leadership teams with the strongest insights from a range of perspectives." We strive to foster an environment where ideas are openly shared and valued. By bringing together teams with varied expertise and approaches, we enjoy a competitive advantage and create a stronger foundation for long-term success.
Jul 23, 2025
Full time
Location: London Line of Business: Finance Job Function: Investor Services Date: Wednesday, July 2, 2025 Position Summary This position will represent the Fund Management lead and fund controller for Carlyle Private Equity Partners (CPEP) EU, an evergreen European investment vehicle launching in 2025 that will invest across Carlyle's global private equity platform. This role will be based in London and is critical to building out the finance and operational infrastructure for CPEP EU, working closely with global fund finance, compliance, legal, and investment teams. Responsibilities Fund Operations Manage liquidity and cash flow by monitoring global investment pipelines and collaborating with the CPEP Investment Team, as well as CPEP's third-party fund administrator and transfer agent, to align capital inflows and outflows Lead transaction execution, including new investments, exits, and restructurings, by coordinating with stakeholders such as Global FM, Luxembourg Operations, fund counsel, and tax teams Coordinate the flow of information between deal execution, valuation, and other information with CPEP EU's fund administrator Review and assess financial valuations of portfolio companies prepared by global deal teams Partner with stakeholders to resolve valuation-related issues and ensure consistent reporting Coordinate with various accounting and fund management teams to ensure accounting and valuation data is captured timely and accurately in support of the monthly NAV calculation, and oversee monthly NAV tie-out process, including share class allocations Oversee any fund-level hedging requirements Ensure timely delivery of information to the depositary, including complying with AIFMD regulations Assist transfer agent with investor onboarding activities Support Investor Relations (IR) with operational due diligence and investor inquiries Reporting Ensure fund financials adhere to the latest accounting guidance and disclosure requirements (Lux GAAP) Assist with the annual audit process, coordinating with auditors and internal stakeholders Maintain and oversee process documentation and internal control framework including establishing Fund level policies and procedures Respond to internal and external queries related to financials and valuations Interact with stakeholders regarding valuations, financial statements, and regulatory filings Oversee the compilation of Fund information and provide to in-house AIFM team to comply with AIFMD Coordinate with third-party corporate secretary to compile board reporting and present relevant information to the Fund Board Oversee third-party regulatory reporting providers and monitor reporting deadlines Oversee European regulatory reporting provider, including for the filing of PRIIPS KIDs, and EMTs Service Provider Oversight Monitor third-party service providers, including fund administrators, custodians, transfer agents, tax advisers, auditors, corporate secretary, and credit facility providers Maintain an effective oversight model to ensure risk-based review of: Fund accounting and period-end close processes Financial reporting accuracy and timeliness Investor servicing and related workflows Subscription and Redemption processes Monitor and enforce service level agreements (SLAs) with third-party vendors Liaise with Fund Directors, AIFM, and Luxembourg Operations team, as required Qualifications Bachelor's degree with an Accounting or Finance Major, or equivalent work experience in addition to bachelor's degree in another field, required 7+ years of experience in fund finance, fund accounting, or fund operations, ideally with a focus on closed-end private equity and semi-liquid structures Prior experience working with UCI Pt II or other European-regulated fund vehicles strongly preferred Familiarity with European regulatory regimes, such as AIFMD, UCITS, UCI Pt II, RAIF, and ELTIF, and Luxembourg fund structures Proven ability to coordinate across global teams and third-party service providers Excellent analytical, communication, and project management skills Qualified accountant (ACA, ACCA, CPA, or equivalent) preferred Company Information The Carlyle Group (NASDAQ: CG) is a global investment firm with $453 billion of assets under management and more than half of the AUM managed by women, across 641 investment vehicles as of March 31, 2025. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,300 professionals operating in 29 offices in North America, Europe, the Middle East, Asia and Australia. Carlyle places an emphasis on development, retention and inclusion as supported by our internal processes and seven Employee Resource Groups (ERGs). Carlyle's purpose is to invest wisely and create value on behalf of its investors, which range from public and private pension funds to wealthy individuals and families to sovereign wealth funds, unions and corporations. Carlyle invests across three segments - Global Private Equity, Global Credit and Carlyle AlpInvest - and has expertise in various industries, including: aerospace, defense & government services, consumer & retail, energy, financial services, healthcare, industrial, real estate, technology & business services, telecommunications & media and transportation. At Carlyle, we believe that a wide spectrum of experiences and viewpoints drives performance and success. Our CEO, Harvey Schwartz, has stated that, "To build better businesses and create value for all of our stakeholders, we are focused on assembling leadership teams with the strongest insights from a range of perspectives." We strive to foster an environment where ideas are openly shared and valued. By bringing together teams with varied expertise and approaches, we enjoy a competitive advantage and create a stronger foundation for long-term success.
Tax Director (Partner Designate) - Belfast MCS Group are looking for a Tax Director (Partner Designate) to join a well established accountancy practice based in Belfast. The Company: Our client is a well-established accountancy practice based in Belfast. They provide a range of services including Advisory, Audit & Accounts, Tax & Payroll services to their extensive customer base across NI & Ireland. Now is a great time to be joining the company as they look to add a Tax Director (Partner Designate) due to continued growth of their client base. The Rewards: As the successful Tax Director (Partner Designate) you will receive the following: Negotiable base salary + extensive benefits; Flexible/Hybrid working (3 days office/2 days home); Parking; Opportunity work for a highly reputable and growing business. The Role: As the successful Tax Director (Partner Designate) you will report directly to the Partners and will be responsible for the following: Oversee the tax function; Overseeing all tax matters for a portfolio of clients across NI, ROI & UK; Taking an active role in business development; Developing and supporting a growing team; Other duties as outlined in the full job description. The Person: The successful Tax Director (Partner Designate) will meet the following criteria: ACA, ACCA or CTA qualified; Open to mixed tax, corporate tax or personal tax background; Strong Senior Manager, Associate Director or Director experience; Strong management experience. To speak in absolute confidence about this opportunity please send an up to date CV via the link provided or contact Adam Macklin, Head of Accountancy & Financial Services at MCS Group Even if this position is not right for you, we may have others that are. Please visit MCS Group to view a wide selection of our current jobs Not all agencies are the same MCS Group are passionate about providing a first-class service to all our customers and have an independent review rating of 4.9 stars on Google. Skills: tax advisory compliance corporate personal mixed Benefits: bonus hybrid/flexible working
Jul 23, 2025
Full time
Tax Director (Partner Designate) - Belfast MCS Group are looking for a Tax Director (Partner Designate) to join a well established accountancy practice based in Belfast. The Company: Our client is a well-established accountancy practice based in Belfast. They provide a range of services including Advisory, Audit & Accounts, Tax & Payroll services to their extensive customer base across NI & Ireland. Now is a great time to be joining the company as they look to add a Tax Director (Partner Designate) due to continued growth of their client base. The Rewards: As the successful Tax Director (Partner Designate) you will receive the following: Negotiable base salary + extensive benefits; Flexible/Hybrid working (3 days office/2 days home); Parking; Opportunity work for a highly reputable and growing business. The Role: As the successful Tax Director (Partner Designate) you will report directly to the Partners and will be responsible for the following: Oversee the tax function; Overseeing all tax matters for a portfolio of clients across NI, ROI & UK; Taking an active role in business development; Developing and supporting a growing team; Other duties as outlined in the full job description. The Person: The successful Tax Director (Partner Designate) will meet the following criteria: ACA, ACCA or CTA qualified; Open to mixed tax, corporate tax or personal tax background; Strong Senior Manager, Associate Director or Director experience; Strong management experience. To speak in absolute confidence about this opportunity please send an up to date CV via the link provided or contact Adam Macklin, Head of Accountancy & Financial Services at MCS Group Even if this position is not right for you, we may have others that are. Please visit MCS Group to view a wide selection of our current jobs Not all agencies are the same MCS Group are passionate about providing a first-class service to all our customers and have an independent review rating of 4.9 stars on Google. Skills: tax advisory compliance corporate personal mixed Benefits: bonus hybrid/flexible working
Full-time OR Part-time ( 4 days a week) About Realty Income Realty Income (NYSE: O), an S&P 500 company, is a real estate partner to the world's leading companies. Founded in 1969, we invest in diversified commercial real estate and have a portfolio of 15,600 properties in all 50 U.S. states, the UK and six other countries in Europe , with a gross book value $58bn . We are known as "The Monthly Dividend Company " and have a mission to deliver stockholders dependable monthly dividends that grow over time. Since our founding, we have declared 656 consecutive monthly dividends and are a member of the S&P 500 Dividend Aristocrats index, having increased our dividend for the last 30 consecutive years. The European portfolio, including the UK, has grown significantly since our first international acquisition, a £429m 12-property portfolio from Sainsbury's in 2019. In just five years the portfolio now includes investments of over €11bn, and 483 distinct properties. A great in-house opportunity within one of the largest Real Estate Investment Trust s in the world as we rapidly expand into the European markets . In t his challenging role you will gain a wide expos ure to the company and the senior management , whilst facing unique challenges and new countries. Position Overview: The Director, Governance & Corporate Secretariat, Europe will build and lead our Governance and Corporate Secretariat function for the region as we continue to grow internationally. The role has the following key areas of focus: • Manage internal secretariat team and manage and oversee the external secretariat team including identifying, managing and overseeing service providers for new jurisdictions as needed . • Maintain governance best practices to support sustainable business expansion including the development of desktop procedures . • Ensure alignment with Global Group Governance and Corporate Secretariat . • Serve as a director of the statutory boards of directors of the European subsidiaries, as needed . • Oversee Netherlands office management and manage Netherlands team assistant . • Collaborate with global teams for the establishment of new EU offices and/or new country entry for investments . As part of European leadership based in the Netherlands, the Director, Governance & Corporate Secretariat will help maintain and shape the overall strategy and capabilities to grow the business in Continental Europe and the United Kingdom. The Director, Governance & Corporate Secretariat will report into the Senior Vice President, Associate General Counsel and Assistant Secretary managing global corporate governance matters who is based out of the U.S. The position will work closely with the U.S. and European legal team s , U.S. and European leadership team s , and global Finance and tax team s . Key Responsibilities: Leadership Instils the highest standards of integrity and professionalism. Builds relationships across functional groups and geographies; works as "One Team." Cultivates an inclusive, collegial, and high-performing culture. Pushes to decisions/conclusions amidst ambiguity. Corporate Secretariat and Governance M anage internal secretariat team (including m anag ing U.K. - based company secretary and legal analysts and Netherlands-based legal analysts) . M anage and oversee the external secretariat team including identifying, managing and overseeing service providers for new jurisdictions as needed . M anage a corporate secretariat function for the Group's European companies (including the United Kingdom) including internalising, as possible, the external corporate secretariat services . Maintain a secretariat that is cost-effective and scalable including the development of policies and procedures that can scale with the company and oversee the maintenance of the company's global entity management database . Create and Maintain the budget for cosec related costs . Review and approve corporate invoices in Yardi . Develop further international corporate secretary function for new geographies in Europe . Governance thought leadership internally and externally . Assist in adopting and developing governance practices, policies , and procedures for the European region (including of the UK region) . Internal and external stakeholder management, including advisers, auditors, board members, notaries, lawyers, regulatory authorities . Advancing and managing corporate business including transaction planning and execution, document review, board and shareholder meetings, resolutions, reports, filings , etc Monitor regulatory developments and manage regulatory relations . Organise and maintain (as well as oversee the organisation and maintenance) of corporate records. Perform other duties as assigned . As needed, international travel (inclusive of overnight stays) will be required (up to 25%), including to the company's London office, to attend board meetings and to visit new jurisdictions the company enters or considers entering . Candidate R equire ments Knowledge, Skills, and Abilities M ust hav e for the role : Suitable corporate legal and company secretariat experience gained in either a Corporate Service Provider OR an International Law firm. International company secretariat experience working as a minimum within the Netherlands and UK jurisdictions , with the ability to cover new international market s , understanding their difference and nuances . Experience managing and coaching a team. University degree in law (civil, notary , or fiscal) (or equivalent work experience) . Ability to effectively present information to Executive Management . Accurate, strong organisational skills, able to work independently and as a team . Fluent (spoken and written) in English . Proficiency in Microsoft Excel, PowerPoint , and Word . Desirable but not essential: Fluent in Dutch (spoken and written) . R eal estate industry experience . Our Mission & Values For more than 50 years, Realty Income has been guided by our mission to invest in people and places to deliver dependable monthly dividends that increase over time. We do this by nurturing long-term, meaningful relationships that enable people to achieve a better financial outlook. We understand that when individuals succeed financially, they are able to provide for their families, support local businesses and pursue their greatest ambitions , creating a lasting positive impact on communities. Realty Income is committed to diversity and inclusion and welcomes all applicants regardless of age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex, sexual orientation or educational background. What we offer: Competitive compensation and benefits package. The opportunity to join a stable, successful organi s ation, AND make your mark on our European expansion currently in more of a "start-up" mode. The working hours and effort of our role will vary. We support work-life balance, with an understanding that the work of this role does not conform to a steady pace - there will be peaks and valleys to the amount of effort required for this role. What to expect after you apply: First call: If your application matches the role, then it's time to put a voice to the name! We'll call you to set up a phone conversation with one of our Talent Partners Manager Screen: You will have the opportunity to discuss the role and your qualifications with the direct hiring manager. In this interview, we want to know more about you - what excites you about joining Realty Income, and how can you help us solve global challenges. Second interview: You'll meet with several of our team members at various levels. We'll dive into your potential role, showing you how you will fit into your team and contribute to our vision. The final decision: If you are the selected candidate, we will present you with an employment contract for your review and signature. Pre-Employment Screening: If you choose to sign the employment contract, this contract may be contingent upon successful completion of a VOG and other pre-employment screening checks by a third party as permitted by applicable law.
Jul 23, 2025
Full time
Full-time OR Part-time ( 4 days a week) About Realty Income Realty Income (NYSE: O), an S&P 500 company, is a real estate partner to the world's leading companies. Founded in 1969, we invest in diversified commercial real estate and have a portfolio of 15,600 properties in all 50 U.S. states, the UK and six other countries in Europe , with a gross book value $58bn . We are known as "The Monthly Dividend Company " and have a mission to deliver stockholders dependable monthly dividends that grow over time. Since our founding, we have declared 656 consecutive monthly dividends and are a member of the S&P 500 Dividend Aristocrats index, having increased our dividend for the last 30 consecutive years. The European portfolio, including the UK, has grown significantly since our first international acquisition, a £429m 12-property portfolio from Sainsbury's in 2019. In just five years the portfolio now includes investments of over €11bn, and 483 distinct properties. A great in-house opportunity within one of the largest Real Estate Investment Trust s in the world as we rapidly expand into the European markets . In t his challenging role you will gain a wide expos ure to the company and the senior management , whilst facing unique challenges and new countries. Position Overview: The Director, Governance & Corporate Secretariat, Europe will build and lead our Governance and Corporate Secretariat function for the region as we continue to grow internationally. The role has the following key areas of focus: • Manage internal secretariat team and manage and oversee the external secretariat team including identifying, managing and overseeing service providers for new jurisdictions as needed . • Maintain governance best practices to support sustainable business expansion including the development of desktop procedures . • Ensure alignment with Global Group Governance and Corporate Secretariat . • Serve as a director of the statutory boards of directors of the European subsidiaries, as needed . • Oversee Netherlands office management and manage Netherlands team assistant . • Collaborate with global teams for the establishment of new EU offices and/or new country entry for investments . As part of European leadership based in the Netherlands, the Director, Governance & Corporate Secretariat will help maintain and shape the overall strategy and capabilities to grow the business in Continental Europe and the United Kingdom. The Director, Governance & Corporate Secretariat will report into the Senior Vice President, Associate General Counsel and Assistant Secretary managing global corporate governance matters who is based out of the U.S. The position will work closely with the U.S. and European legal team s , U.S. and European leadership team s , and global Finance and tax team s . Key Responsibilities: Leadership Instils the highest standards of integrity and professionalism. Builds relationships across functional groups and geographies; works as "One Team." Cultivates an inclusive, collegial, and high-performing culture. Pushes to decisions/conclusions amidst ambiguity. Corporate Secretariat and Governance M anage internal secretariat team (including m anag ing U.K. - based company secretary and legal analysts and Netherlands-based legal analysts) . M anage and oversee the external secretariat team including identifying, managing and overseeing service providers for new jurisdictions as needed . M anage a corporate secretariat function for the Group's European companies (including the United Kingdom) including internalising, as possible, the external corporate secretariat services . Maintain a secretariat that is cost-effective and scalable including the development of policies and procedures that can scale with the company and oversee the maintenance of the company's global entity management database . Create and Maintain the budget for cosec related costs . Review and approve corporate invoices in Yardi . Develop further international corporate secretary function for new geographies in Europe . Governance thought leadership internally and externally . Assist in adopting and developing governance practices, policies , and procedures for the European region (including of the UK region) . Internal and external stakeholder management, including advisers, auditors, board members, notaries, lawyers, regulatory authorities . Advancing and managing corporate business including transaction planning and execution, document review, board and shareholder meetings, resolutions, reports, filings , etc Monitor regulatory developments and manage regulatory relations . Organise and maintain (as well as oversee the organisation and maintenance) of corporate records. Perform other duties as assigned . As needed, international travel (inclusive of overnight stays) will be required (up to 25%), including to the company's London office, to attend board meetings and to visit new jurisdictions the company enters or considers entering . Candidate R equire ments Knowledge, Skills, and Abilities M ust hav e for the role : Suitable corporate legal and company secretariat experience gained in either a Corporate Service Provider OR an International Law firm. International company secretariat experience working as a minimum within the Netherlands and UK jurisdictions , with the ability to cover new international market s , understanding their difference and nuances . Experience managing and coaching a team. University degree in law (civil, notary , or fiscal) (or equivalent work experience) . Ability to effectively present information to Executive Management . Accurate, strong organisational skills, able to work independently and as a team . Fluent (spoken and written) in English . Proficiency in Microsoft Excel, PowerPoint , and Word . Desirable but not essential: Fluent in Dutch (spoken and written) . R eal estate industry experience . Our Mission & Values For more than 50 years, Realty Income has been guided by our mission to invest in people and places to deliver dependable monthly dividends that increase over time. We do this by nurturing long-term, meaningful relationships that enable people to achieve a better financial outlook. We understand that when individuals succeed financially, they are able to provide for their families, support local businesses and pursue their greatest ambitions , creating a lasting positive impact on communities. Realty Income is committed to diversity and inclusion and welcomes all applicants regardless of age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex, sexual orientation or educational background. What we offer: Competitive compensation and benefits package. The opportunity to join a stable, successful organi s ation, AND make your mark on our European expansion currently in more of a "start-up" mode. The working hours and effort of our role will vary. We support work-life balance, with an understanding that the work of this role does not conform to a steady pace - there will be peaks and valleys to the amount of effort required for this role. What to expect after you apply: First call: If your application matches the role, then it's time to put a voice to the name! We'll call you to set up a phone conversation with one of our Talent Partners Manager Screen: You will have the opportunity to discuss the role and your qualifications with the direct hiring manager. In this interview, we want to know more about you - what excites you about joining Realty Income, and how can you help us solve global challenges. Second interview: You'll meet with several of our team members at various levels. We'll dive into your potential role, showing you how you will fit into your team and contribute to our vision. The final decision: If you are the selected candidate, we will present you with an employment contract for your review and signature. Pre-Employment Screening: If you choose to sign the employment contract, this contract may be contingent upon successful completion of a VOG and other pre-employment screening checks by a third party as permitted by applicable law.
This is your opportunity to join Deloitte Real Estate Advisory - a team that blends consulting, finance, construction, digital and property skills to address the most complex challenges in real estate and infrastructure. Within Deloitte Real Estate Advisory is our well-established and growing Valuation team. We are a unique Valuation practice in the market, blending the core services and skills associated with the valuation profession with the strategic insight and perspectives which are the bedrock of Deloitte. As one of the largest and most respected integrated real estate advisory teams in the UK, the team includes chartered surveyors, cost consultants, project managers, engineers, technology specialists and accountants. Connect to your career at Deloitte Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more. What brings us all together at Deloitte?It'show we approach the thousands of decisions we make everyday. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, whereverwe arein the world, welead the way,serve with integrity, take care of each other ,fosterinclusion, andcollaborate for measurable impact. These five shared values lead every decision wemake and action we take, guiding us to deliver impact how and where it mattersmost . Connect to your opportunity We are currently looking for an ambitious professional with experience in delivering Valuation and associated advice to join our Valuation, Assurance & Professional Advisory team. Working at Assistant Director level you will advise on a wide range of projects for both our public and private sector clients, who occupy, invest in and lend to a vast array of real estate. This is a senior role and will require proven a proven track record in delivering insightful results to clients, having a fastidious eye for detail, contributing to the team's strategy and nurturing our talent.In turn, working here will give you the chance to further develop your business consulting skills to build on your existing professional or industry expertise. Role: This broad ranging role can be honed to best use the skills of the right applicant.Expectations of the role will include: Providing valuation assurance services across both Deloitte's internal network (with our market leading Audit practice) and direct to clients in the UK and overseas; Interacting with the breadth of Deloitte's various disciplines, including our Tax and Legal and Transactions businesses, taking lead engagement roles in the delivery of strategic advice (such as, but not limited to, transaction due diligence and contributing to real estate insight to tax advice (potentially including business rates . Providing opinions of value for Financial Statements, strategic asset management and Purchase Price Allocation; Identifying new trends and supporting the development of innovative valuation related solutions across the spectrum of Real Assets. Learning and liaising with colleagues from different professional disciplines to deliver the most informed solutions for our clients; and Contributing to continued development of Deloitte's market profile. We are looking for people who are comfortable dealing with clients at senior management and leadership levels with ranging levels of experience in real estate.This will therefore require someone who is an excellent communicator and is able to articulate complex situations and messaging into clear advice and insight. Three key reasons this presents an excellent opportunity for successful applicants: 1.You will work with the biggest clients across the UK and beyond We work with the world's largest and most influential organisations. Our clients span industries and sectors, but include the world's biggest banks and financial services institutions, multi-national consumer goods, pharmaceuticals and telecoms, and the public sector, including central and local government, agencies and arms-length bodies with the largest and most complex estates. 2. You will engage at the very top of the organisation The breadth, complexity and strategic importance of our clients' challenges mean we work with colleagues from across Deloitte, and engage with the senior leadership in our clients' organisations. 3. You will be part of a high performing team with the opportunities to develop your career in a large professional services firm and the opportunities that can provide We take personal development seriously, offering a comprehensive range of learning and development opportunities within a stretching yet highly supportive environment. Our appraisal process is structured, transparent and interactive so you will receive continuous training and ongoing, supportive feedback to achieve the goals that you set yourself. You will be part of an environment where excellent client service, creativity, hard work and ambition are rewarded. Connect to your skills and professional experience Key required skills: You can collect and analyse data from appropriate sources to extract insights and develop informed recommendations that shape or support project objectives. You can deliver effective presentations and reports to convey clear messaging and insights to clients and stakeholders. You are interested and aware of trends in the market that impact our clients. and experience in building, developing and leading diverse, effective teams, fostering an environment of learning, inclusion and support. Key required experience: Valuation - delivering opinions of value, strategic valuation advice and/or assurance reviews. Working knowledge of Argus Enterprise/Developer; Creation of discounted cash flows; Use/knowledge of visualisation software such as PowerBI. Business Rates - delivering strategic advice; navigating the Check, Challenge, Appeal process; valuation of specialist and trading properties; negotiations, and use of Riverlake and Analyse (or equivalent). Connect to your business -Strategy, Risk & Transactions Advisory In an ever-evolving world, there are no certainties in business. Our teams help clients to navigate risks, process major transactions and deliver transformational change that will future-proof their business. Join us to make a positive difference. Infrastructure and Real Estate Our Infrastructure and Real Estate team supports both public and private sector clients on complex infrastructure, real estate, and capital projects.Typical engagements include urban regeneration, transport, energy and renewables, and occupier advisory to central government and large corporate companies. Personal independence Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request. Connect with your colleagues Get to know some of our team through our People Series, available through our blog page . Our hybrid working policy You'll be based in London or Manchester with hybrid working. At Deloitte we understand the importance of balancing your career alongside your home life. That's why we'll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you'll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You'll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritiseyour wellbeing. Please check with your recruiter for the specific working requirements that may apply for your role. Our commitment to you Making an impact is more than just what we do: it's why we're here. So we work hard to create an environment where you can experience a purpose you believe in, the freedom to be you, and the capacity to go further than ever before. We want you. The true you. Your own strengths, perspective and personality. So we're nurturing a culture where everyone belongs, feels supported and heard, and is empowered to make a valuable, personal contribution. You can be sure we'll take your wellbeing seriously, too. Because it's only when you're comfortable and at your best that you can make the kind of impact you, and we, live for. Your expertise is our capability, so we'll make sure it never stops growing. Whether it's from the complex work you do . click apply for full job details
Jul 23, 2025
Full time
This is your opportunity to join Deloitte Real Estate Advisory - a team that blends consulting, finance, construction, digital and property skills to address the most complex challenges in real estate and infrastructure. Within Deloitte Real Estate Advisory is our well-established and growing Valuation team. We are a unique Valuation practice in the market, blending the core services and skills associated with the valuation profession with the strategic insight and perspectives which are the bedrock of Deloitte. As one of the largest and most respected integrated real estate advisory teams in the UK, the team includes chartered surveyors, cost consultants, project managers, engineers, technology specialists and accountants. Connect to your career at Deloitte Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more. What brings us all together at Deloitte?It'show we approach the thousands of decisions we make everyday. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, whereverwe arein the world, welead the way,serve with integrity, take care of each other ,fosterinclusion, andcollaborate for measurable impact. These five shared values lead every decision wemake and action we take, guiding us to deliver impact how and where it mattersmost . Connect to your opportunity We are currently looking for an ambitious professional with experience in delivering Valuation and associated advice to join our Valuation, Assurance & Professional Advisory team. Working at Assistant Director level you will advise on a wide range of projects for both our public and private sector clients, who occupy, invest in and lend to a vast array of real estate. This is a senior role and will require proven a proven track record in delivering insightful results to clients, having a fastidious eye for detail, contributing to the team's strategy and nurturing our talent.In turn, working here will give you the chance to further develop your business consulting skills to build on your existing professional or industry expertise. Role: This broad ranging role can be honed to best use the skills of the right applicant.Expectations of the role will include: Providing valuation assurance services across both Deloitte's internal network (with our market leading Audit practice) and direct to clients in the UK and overseas; Interacting with the breadth of Deloitte's various disciplines, including our Tax and Legal and Transactions businesses, taking lead engagement roles in the delivery of strategic advice (such as, but not limited to, transaction due diligence and contributing to real estate insight to tax advice (potentially including business rates . Providing opinions of value for Financial Statements, strategic asset management and Purchase Price Allocation; Identifying new trends and supporting the development of innovative valuation related solutions across the spectrum of Real Assets. Learning and liaising with colleagues from different professional disciplines to deliver the most informed solutions for our clients; and Contributing to continued development of Deloitte's market profile. We are looking for people who are comfortable dealing with clients at senior management and leadership levels with ranging levels of experience in real estate.This will therefore require someone who is an excellent communicator and is able to articulate complex situations and messaging into clear advice and insight. Three key reasons this presents an excellent opportunity for successful applicants: 1.You will work with the biggest clients across the UK and beyond We work with the world's largest and most influential organisations. Our clients span industries and sectors, but include the world's biggest banks and financial services institutions, multi-national consumer goods, pharmaceuticals and telecoms, and the public sector, including central and local government, agencies and arms-length bodies with the largest and most complex estates. 2. You will engage at the very top of the organisation The breadth, complexity and strategic importance of our clients' challenges mean we work with colleagues from across Deloitte, and engage with the senior leadership in our clients' organisations. 3. You will be part of a high performing team with the opportunities to develop your career in a large professional services firm and the opportunities that can provide We take personal development seriously, offering a comprehensive range of learning and development opportunities within a stretching yet highly supportive environment. Our appraisal process is structured, transparent and interactive so you will receive continuous training and ongoing, supportive feedback to achieve the goals that you set yourself. You will be part of an environment where excellent client service, creativity, hard work and ambition are rewarded. Connect to your skills and professional experience Key required skills: You can collect and analyse data from appropriate sources to extract insights and develop informed recommendations that shape or support project objectives. You can deliver effective presentations and reports to convey clear messaging and insights to clients and stakeholders. You are interested and aware of trends in the market that impact our clients. and experience in building, developing and leading diverse, effective teams, fostering an environment of learning, inclusion and support. Key required experience: Valuation - delivering opinions of value, strategic valuation advice and/or assurance reviews. Working knowledge of Argus Enterprise/Developer; Creation of discounted cash flows; Use/knowledge of visualisation software such as PowerBI. Business Rates - delivering strategic advice; navigating the Check, Challenge, Appeal process; valuation of specialist and trading properties; negotiations, and use of Riverlake and Analyse (or equivalent). Connect to your business -Strategy, Risk & Transactions Advisory In an ever-evolving world, there are no certainties in business. Our teams help clients to navigate risks, process major transactions and deliver transformational change that will future-proof their business. Join us to make a positive difference. Infrastructure and Real Estate Our Infrastructure and Real Estate team supports both public and private sector clients on complex infrastructure, real estate, and capital projects.Typical engagements include urban regeneration, transport, energy and renewables, and occupier advisory to central government and large corporate companies. Personal independence Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request. Connect with your colleagues Get to know some of our team through our People Series, available through our blog page . Our hybrid working policy You'll be based in London or Manchester with hybrid working. At Deloitte we understand the importance of balancing your career alongside your home life. That's why we'll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you'll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You'll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritiseyour wellbeing. Please check with your recruiter for the specific working requirements that may apply for your role. Our commitment to you Making an impact is more than just what we do: it's why we're here. So we work hard to create an environment where you can experience a purpose you believe in, the freedom to be you, and the capacity to go further than ever before. We want you. The true you. Your own strengths, perspective and personality. So we're nurturing a culture where everyone belongs, feels supported and heard, and is empowered to make a valuable, personal contribution. You can be sure we'll take your wellbeing seriously, too. Because it's only when you're comfortable and at your best that you can make the kind of impact you, and we, live for. Your expertise is our capability, so we'll make sure it never stops growing. Whether it's from the complex work you do . click apply for full job details
Introduction Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management. We believe that every candidate brings something special to the table, including you! So, even if you feel that you're close but not an exact match, we encourage you to apply. Overview With over 50 years of experience, our M&A Team have advised on over 2,000 deals across 40 countries since 2013, with a combined deal value of over $50 billion USD in 2024. Our specialists consist of qualified lawyers, brokers, and insurance professionals who advise private equity, corporates, sovereign wealth, individuals and advisors in respect of the placement of M&A insurance (for example, warranty and indemnity and/or contingent risk insurance) in connections with domestic and international M&A transactions. The team is now looking for a professional background (Corporate Lawyer, W&I Insurance, accountancy, tax, investment banking would be considered) to join their team as an Associate Director. How you'll make an impact 1) Associate Director to act as the client and insurer lead for transactions with enterprise values of between £2m and £1bn+ c.70% of time Work with junior members of the team to create and tailor submissions for the market to review Collate and negotiate terms received from the market in order to put together 'Non-Binding Indications' reports for clients Discuss the options and our recommendations with clients and corporate lawyers. Act as the lead during the underwriting process by being the primary contact for both lawyers and underwriters Lead policy negotiations and discussions with both client and underwriter, with a view to achieving the best outcome for the client Work to tight timelines to make sure all policy documentation is ready to incept on signing of the deal. 2) Widen client and prospect base c. 20% of time Arrange meetings/ presentations with existing contacts (from previous deals / personal relationships) and new prospects Be involved in strategy meetings to ultimately grow the team book and the personal contact base 3) Transactional Insurance Market c.10% of time Monitoring and coordinating regular meetings with both existing transactional insurers, and those new to the market. About you Qualifications We are ideally looking for a 1 to 3 year PQE lawyer with experience in Corporate law Experience in W&I processes as a junior lawyer preferable Skills/other Ability to problem-solve and deliver under pressure against tight deadlines Strong interpersonal and negotiation skills Authentic communication skills for varying audience Excellent planning and analytical skills Ability to take ownership of new instructions with confidence Eligable to work in the UK Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, we'll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include: Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don't worry, we're here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with . If you'd prefer to speak on the phone, please request a call back, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Jul 23, 2025
Full time
Introduction Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management. We believe that every candidate brings something special to the table, including you! So, even if you feel that you're close but not an exact match, we encourage you to apply. Overview With over 50 years of experience, our M&A Team have advised on over 2,000 deals across 40 countries since 2013, with a combined deal value of over $50 billion USD in 2024. Our specialists consist of qualified lawyers, brokers, and insurance professionals who advise private equity, corporates, sovereign wealth, individuals and advisors in respect of the placement of M&A insurance (for example, warranty and indemnity and/or contingent risk insurance) in connections with domestic and international M&A transactions. The team is now looking for a professional background (Corporate Lawyer, W&I Insurance, accountancy, tax, investment banking would be considered) to join their team as an Associate Director. How you'll make an impact 1) Associate Director to act as the client and insurer lead for transactions with enterprise values of between £2m and £1bn+ c.70% of time Work with junior members of the team to create and tailor submissions for the market to review Collate and negotiate terms received from the market in order to put together 'Non-Binding Indications' reports for clients Discuss the options and our recommendations with clients and corporate lawyers. Act as the lead during the underwriting process by being the primary contact for both lawyers and underwriters Lead policy negotiations and discussions with both client and underwriter, with a view to achieving the best outcome for the client Work to tight timelines to make sure all policy documentation is ready to incept on signing of the deal. 2) Widen client and prospect base c. 20% of time Arrange meetings/ presentations with existing contacts (from previous deals / personal relationships) and new prospects Be involved in strategy meetings to ultimately grow the team book and the personal contact base 3) Transactional Insurance Market c.10% of time Monitoring and coordinating regular meetings with both existing transactional insurers, and those new to the market. About you Qualifications We are ideally looking for a 1 to 3 year PQE lawyer with experience in Corporate law Experience in W&I processes as a junior lawyer preferable Skills/other Ability to problem-solve and deliver under pressure against tight deadlines Strong interpersonal and negotiation skills Authentic communication skills for varying audience Excellent planning and analytical skills Ability to take ownership of new instructions with confidence Eligable to work in the UK Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, we'll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include: Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don't worry, we're here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with . If you'd prefer to speak on the phone, please request a call back, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Introduction Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management. We believe that every candidate brings something special to the table, including you! So, even if you feel that you're close but not an exact match, we encourage you to apply. Overview With over 50 years of experience, our M&A Team have advised on over 2,000 deals across 40 countries since 2013, with a combined deal value of over $50 billion USD in 2024. Our specialists consist of qualified lawyers, brokers, and insurance professionals who advise private equity, corporates, sovereign wealth, individuals and advisors in respect of the placement of M&A insurance (for example, warranty and indemnity and/or contingent risk insurance) in connections with domestic and international M&A transactions. The team is now looking for a professional background (Corporate Lawyer, W&I Insurance, accountancy, tax, investment banking would be considered) to join their team as an Associate Director. How you'll make an impact 1) Associate Director to act as the client and insurer lead for transactions with enterprise values of between £2m and £1bn+ c.70% of time Work with junior members of the team to create and tailor submissions for the market to review Collate and negotiate terms received from the market in order to put together 'Non-Binding Indications' reports for clients Discuss the options and our recommendations with clients and corporate lawyers. Act as the lead during the underwriting process by being the primary contact for both lawyers and underwriters Lead policy negotiations and discussions with both client and underwriter, with a view to achieving the best outcome for the client Work to tight timelines to make sure all policy documentation is ready to incept on signing of the deal. 2) Widen client and prospect base c. 20% of time Arrange meetings/ presentations with existing contacts (from previous deals / personal relationships) and new prospects Be involved in strategy meetings to ultimately grow the team book and the personal contact base 3) Transactional Insurance Market c.10% of time Monitoring and coordinating regular meetings with both existing transactional insurers, and those new to the market. About You Qualifications We are ideally looking for a 1 to 3 year PQE lawyer with experience in Corporate law Experience in W&I processes as a junior lawyer preferable Skills/other A bility to problem-solve and deliver under pressure against tight deadlines Strong interpersonal and negotiation skills Authentic communication skills for varying audience Excellent planning and analytical skills Ability to take ownership of new instructions with confidence Eligable to work in the UK Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, we'll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include: Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don't worry, we're here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with . If you'd prefer to speak on the phone, please request a call back, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Jul 23, 2025
Full time
Introduction Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management. We believe that every candidate brings something special to the table, including you! So, even if you feel that you're close but not an exact match, we encourage you to apply. Overview With over 50 years of experience, our M&A Team have advised on over 2,000 deals across 40 countries since 2013, with a combined deal value of over $50 billion USD in 2024. Our specialists consist of qualified lawyers, brokers, and insurance professionals who advise private equity, corporates, sovereign wealth, individuals and advisors in respect of the placement of M&A insurance (for example, warranty and indemnity and/or contingent risk insurance) in connections with domestic and international M&A transactions. The team is now looking for a professional background (Corporate Lawyer, W&I Insurance, accountancy, tax, investment banking would be considered) to join their team as an Associate Director. How you'll make an impact 1) Associate Director to act as the client and insurer lead for transactions with enterprise values of between £2m and £1bn+ c.70% of time Work with junior members of the team to create and tailor submissions for the market to review Collate and negotiate terms received from the market in order to put together 'Non-Binding Indications' reports for clients Discuss the options and our recommendations with clients and corporate lawyers. Act as the lead during the underwriting process by being the primary contact for both lawyers and underwriters Lead policy negotiations and discussions with both client and underwriter, with a view to achieving the best outcome for the client Work to tight timelines to make sure all policy documentation is ready to incept on signing of the deal. 2) Widen client and prospect base c. 20% of time Arrange meetings/ presentations with existing contacts (from previous deals / personal relationships) and new prospects Be involved in strategy meetings to ultimately grow the team book and the personal contact base 3) Transactional Insurance Market c.10% of time Monitoring and coordinating regular meetings with both existing transactional insurers, and those new to the market. About You Qualifications We are ideally looking for a 1 to 3 year PQE lawyer with experience in Corporate law Experience in W&I processes as a junior lawyer preferable Skills/other A bility to problem-solve and deliver under pressure against tight deadlines Strong interpersonal and negotiation skills Authentic communication skills for varying audience Excellent planning and analytical skills Ability to take ownership of new instructions with confidence Eligable to work in the UK Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, we'll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include: Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don't worry, we're here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with . If you'd prefer to speak on the phone, please request a call back, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Alternative Funds Tax- Associate Director page is loaded Alternative Funds 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 a global network of independent audit, tax, and advisory firms, comprising over 76,000 professionals across more than 150 countries. We are a team of independent thinkers committed to quality, inclusion, and integrity. We deliver a unique experience to our clients-personal, proactive, and agile-going beyond expectations. That's Grant Thornton. Job Description: Grant Thornton's Alternative Funds tax team provides advisory, transaction, and compliance services to alternative fund managers across various asset classes including private equity, venture capital, private debt, hedge funds, real estate, and infrastructure. Our client portfolio covers the entire asset management sector, serving traditional asset managers, financial institutions, private equity, alternative investors, real estate, wealth, hedge asset managers, UK pension funds, and global institutional investors. We combine technical expertise with a commercial approach to build trusted relationships with our clients. The Alternative Funds tax team is part of the broader Financial Services Tax team, which services clients in Wealth and Asset Management, Banking and Capital Markets, and Insurance sectors. We have ambitious growth plans and seek an experienced, enthusiastic Associate Director with strong UK tax compliance and advisory experience to join our London team. The industry is dynamic, technically demanding, and global, offering opportunities in domestic and international structuring, transactions, and UK tax compliance and advisory matters, including collaboration with the Grant Thornton International network. You will manage the full spectrum of tax compliance and advisory services for asset managers and the funds they manage, covering fund structuring, carried interest arrangements, investment and divestment structuring, and ongoing tax compliance and investor reporting. The role involves working closely with partners to develop the practice, build client relationships, and manage diverse projects. An agile approach and proactive attitude are essential. We support flexible working arrangements, including reduced hours and job shares, to help balance your work and personal life. Role Overview As an Associate Director, you will: Provide highly technical tax advice to asset managers and their funds throughout the investment lifecycle, including transaction and tax structuring support. Deliver partnership and corporate tax compliance services, ensuring timely and accurate tax reporting. Assist with investor reporting to communicate taxable results effectively. Develop and manage your own client portfolio, ensuring high-quality service. Collaborate with colleagues across Grant Thornton's tax practice and international network to identify new business opportunities. Contribute to business development by managing existing relationships and pitching to new clients. Train and mentor junior team members through bespoke training sessions. Adhere to the firm's risk management and quality procedures. Candidate Profile Minimum criteria include a professional qualification (CTA / ACA / ACCA or equivalent) and confidence in managing a client portfolio. Preferred skills include: Strong tax technical skills and interest in financial services (experience with asset classes like private equity or venture capital is a plus but not essential). Experience in corporate and partnership tax compliance. Proven track record in project leadership, accountability, and delivering high-quality work on time. Self-motivated team player with excellent interpersonal, oral, and written communication skills. Familiarity with Alpha tax, CCH personal tax, Power BI, Microsoft Office, and relevant software. Experience coaching and developing junior team members. Why Join Us We value diversity and inclusion, fostering a culture where everyone's contributions are appreciated. Our open environment encourages interaction with leaders and supports bringing your whole self to work. We promote work-life balance through flexible working options. Beyond work, you can make an impact through secondments, charity initiatives, and supporting entrepreneurs worldwide. Our values-purposefully driven, curious, candid, and kind-guide us in doing the right thing for our firm, clients, and community. We seek individuals eager to contribute, innovate, and exceed expectations-proud to do what's right for all involved. Similar Jobs (5) Transactions Tax Associate Director Tax Associate Director - Transactions focus Tax Reporting Associate Director
Jul 23, 2025
Full time
Alternative Funds Tax- Associate Director page is loaded Alternative Funds 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 a global network of independent audit, tax, and advisory firms, comprising over 76,000 professionals across more than 150 countries. We are a team of independent thinkers committed to quality, inclusion, and integrity. We deliver a unique experience to our clients-personal, proactive, and agile-going beyond expectations. That's Grant Thornton. Job Description: Grant Thornton's Alternative Funds tax team provides advisory, transaction, and compliance services to alternative fund managers across various asset classes including private equity, venture capital, private debt, hedge funds, real estate, and infrastructure. Our client portfolio covers the entire asset management sector, serving traditional asset managers, financial institutions, private equity, alternative investors, real estate, wealth, hedge asset managers, UK pension funds, and global institutional investors. We combine technical expertise with a commercial approach to build trusted relationships with our clients. The Alternative Funds tax team is part of the broader Financial Services Tax team, which services clients in Wealth and Asset Management, Banking and Capital Markets, and Insurance sectors. We have ambitious growth plans and seek an experienced, enthusiastic Associate Director with strong UK tax compliance and advisory experience to join our London team. The industry is dynamic, technically demanding, and global, offering opportunities in domestic and international structuring, transactions, and UK tax compliance and advisory matters, including collaboration with the Grant Thornton International network. You will manage the full spectrum of tax compliance and advisory services for asset managers and the funds they manage, covering fund structuring, carried interest arrangements, investment and divestment structuring, and ongoing tax compliance and investor reporting. The role involves working closely with partners to develop the practice, build client relationships, and manage diverse projects. An agile approach and proactive attitude are essential. We support flexible working arrangements, including reduced hours and job shares, to help balance your work and personal life. Role Overview As an Associate Director, you will: Provide highly technical tax advice to asset managers and their funds throughout the investment lifecycle, including transaction and tax structuring support. Deliver partnership and corporate tax compliance services, ensuring timely and accurate tax reporting. Assist with investor reporting to communicate taxable results effectively. Develop and manage your own client portfolio, ensuring high-quality service. Collaborate with colleagues across Grant Thornton's tax practice and international network to identify new business opportunities. Contribute to business development by managing existing relationships and pitching to new clients. Train and mentor junior team members through bespoke training sessions. Adhere to the firm's risk management and quality procedures. Candidate Profile Minimum criteria include a professional qualification (CTA / ACA / ACCA or equivalent) and confidence in managing a client portfolio. Preferred skills include: Strong tax technical skills and interest in financial services (experience with asset classes like private equity or venture capital is a plus but not essential). Experience in corporate and partnership tax compliance. Proven track record in project leadership, accountability, and delivering high-quality work on time. Self-motivated team player with excellent interpersonal, oral, and written communication skills. Familiarity with Alpha tax, CCH personal tax, Power BI, Microsoft Office, and relevant software. Experience coaching and developing junior team members. Why Join Us We value diversity and inclusion, fostering a culture where everyone's contributions are appreciated. Our open environment encourages interaction with leaders and supports bringing your whole self to work. We promote work-life balance through flexible working options. Beyond work, you can make an impact through secondments, charity initiatives, and supporting entrepreneurs worldwide. Our values-purposefully driven, curious, candid, and kind-guide us in doing the right thing for our firm, clients, and community. We seek individuals eager to contribute, innovate, and exceed expectations-proud to do what's right for all involved. Similar Jobs (5) Transactions Tax Associate Director Tax Associate Director - Transactions focus Tax Reporting Associate Director
Operational Deal Services Associate Director page is loaded Operational Deal Services 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: MORE THAN YOU EXPECTED GrantThornton UK LLP is part of a global network of independent audit, tax and advisory firms, made up of some 58,000 people in over 135 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. NEWGROUND WON'T BREAK ITSELF. Everyday our teams help people inbusinesses and communitiesto do what is right and achieve their goals. Our Operational Deal Services team advises clients on the operational aspects oftransactionsand on how to maximise their value. We also specialise in supporting clients with the design and implementation of organisation-wide change programmes that create a sustainable legacy well after the deal is done. We pride ourselves not just in providing insights during the pre-deal phase but in becoming a transformation partner and critical friend for our clients during the deal and beyond; helping them to solve complex problems effectively. We work pre and post-deal, for corporateandprivate equityinstitutionsin the financial services sector, especially specialist lending, insurance (carriers and brokers),and investment management. We support transactions ranging from owner managed business being sold, to £billion + mergers. Our core service offerings are: carve outs/separations (buy side and sell side), synergy assessments, integrations,operational due diligence (buy side and sell side), andpost-dealoperational improvement/value creation. As part of the wider Business Consulting team within Grant Thornton, we work with a high calibre team of subject matter experts in IT, HR, Finance and Business Operations as with the other Grant Thornton Deals Advisory teams working across the deal life cycle.Our work is mainly UK-based but often has an international dimension where clients have, or are looking to acquire, operationsin other territories.We work closely with other Grant Thornton International member firms in delivering international work and our team is one of several Operational Deals capability centres of excellence globally. We'rehappy to talk flexible working and consider reduced hoursand job shares,we'll support you to balance your work and life. Alook intothe role AsanAssociate DirectorwithinourOperational Deal Services team,you will: Lead day to day client relationshipsfor a range of project sizes and taking responsibility for client delivery, including leading client meetings and workshops, presentation of project outputs and report drafting Interpret andanalysecomplex information, identifybusiness issues and apply technical knowledge appropriately to provide appropriate client solutions Createa positive team working environment and working effectively and enthusiastically with all members of the team. You'll show leadership and always be prepared to get involved Preparesales proposals and pitches and leveraging your established external network. You'll have a track record of proactively building internal and external networks to generate opportunities through the qualification of leads and continue to do this at Grant Thornton Understandthe services of Grant Thornton and taking an active role in cross-selling whilst raising the awareness of Operational Deal Services within the Firm Support the provision of 'on the job' training to Managers, Assistant Managers and Associates,including providing regular feedback and seeking the same from them to you Assist the DirectorsandPartnerswith the day to day running of the department, leading internal initiatives, and providing an appropriate level of delegation and support to other team members Takeoverall responsibility for project budgeting and management of actual costs versus budget Knowing you'reright for us Joiningus as an Associate Director, theminimumcriteriayou'll needisto have: A bachelor's degree (or equivalent) Significant knowledge and experience of two or more ofourcore Operational Deal Services offerings (i.e. carve outs/separations, synergy assessments, integrations,operational due diligence, andpost-dealoperational improvement/value realisation) ,in at least one of the followingfocussub-sectors: specialist lending, insurance (carriers and brokers),orinvestment management. Candidates with retail banking experience will alsobe consideredif their experience is combined with one ofourfocus-sub-sectors Demonstratedexperience of leading teams in complex fast paced environments Experience in a professional services firm or operating in a similar advisory capacity (while working as part of teams) on transactions Extensive experience of preparing and reviewing high quality written reports, Excel analysis and presentations Excellent written and verbal communication skills in English Project management and/or change management and/or transformation skills Strong analytical skills Excellent Microsoft Office skills, particularly PowerPoint and Excel Itwould be great if you had some of the following skills, but don't worryifyou don't tick every box,we'll help you develop along the way. Foreign language skills An accountancy or other finance qualification A programme management qualification 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 colleagueshelps our people to perform at the best of their ability and realise their potential. 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 freedomto bring your whole self to workand 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'swhy we'rehappy 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 (5) Operational Resilience Associate Director locations London time type Full time posted on Posted 15 Days Ago Transactions Tax Associate Director locations 6 Locations time type Full time posted on Posted 30+ Days Ago Tax Associate Director - Transactions focus locations 7 Locations time type Full time posted on Posted 24 Days Ago 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. Whether that's working reduced contracted hours, working your hours over a shorter period or utilising our 'how we work' framework. Everyone has an immediate right to request a flexible arrangement through our flexible working policy. Read more about our approach to flexible working.
Jul 23, 2025
Full time
Operational Deal Services Associate Director page is loaded Operational Deal Services 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: MORE THAN YOU EXPECTED GrantThornton UK LLP is part of a global network of independent audit, tax and advisory firms, made up of some 58,000 people in over 135 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. NEWGROUND WON'T BREAK ITSELF. Everyday our teams help people inbusinesses and communitiesto do what is right and achieve their goals. Our Operational Deal Services team advises clients on the operational aspects oftransactionsand on how to maximise their value. We also specialise in supporting clients with the design and implementation of organisation-wide change programmes that create a sustainable legacy well after the deal is done. We pride ourselves not just in providing insights during the pre-deal phase but in becoming a transformation partner and critical friend for our clients during the deal and beyond; helping them to solve complex problems effectively. We work pre and post-deal, for corporateandprivate equityinstitutionsin the financial services sector, especially specialist lending, insurance (carriers and brokers),and investment management. We support transactions ranging from owner managed business being sold, to £billion + mergers. Our core service offerings are: carve outs/separations (buy side and sell side), synergy assessments, integrations,operational due diligence (buy side and sell side), andpost-dealoperational improvement/value creation. As part of the wider Business Consulting team within Grant Thornton, we work with a high calibre team of subject matter experts in IT, HR, Finance and Business Operations as with the other Grant Thornton Deals Advisory teams working across the deal life cycle.Our work is mainly UK-based but often has an international dimension where clients have, or are looking to acquire, operationsin other territories.We work closely with other Grant Thornton International member firms in delivering international work and our team is one of several Operational Deals capability centres of excellence globally. We'rehappy to talk flexible working and consider reduced hoursand job shares,we'll support you to balance your work and life. Alook intothe role AsanAssociate DirectorwithinourOperational Deal Services team,you will: Lead day to day client relationshipsfor a range of project sizes and taking responsibility for client delivery, including leading client meetings and workshops, presentation of project outputs and report drafting Interpret andanalysecomplex information, identifybusiness issues and apply technical knowledge appropriately to provide appropriate client solutions Createa positive team working environment and working effectively and enthusiastically with all members of the team. You'll show leadership and always be prepared to get involved Preparesales proposals and pitches and leveraging your established external network. You'll have a track record of proactively building internal and external networks to generate opportunities through the qualification of leads and continue to do this at Grant Thornton Understandthe services of Grant Thornton and taking an active role in cross-selling whilst raising the awareness of Operational Deal Services within the Firm Support the provision of 'on the job' training to Managers, Assistant Managers and Associates,including providing regular feedback and seeking the same from them to you Assist the DirectorsandPartnerswith the day to day running of the department, leading internal initiatives, and providing an appropriate level of delegation and support to other team members Takeoverall responsibility for project budgeting and management of actual costs versus budget Knowing you'reright for us Joiningus as an Associate Director, theminimumcriteriayou'll needisto have: A bachelor's degree (or equivalent) Significant knowledge and experience of two or more ofourcore Operational Deal Services offerings (i.e. carve outs/separations, synergy assessments, integrations,operational due diligence, andpost-dealoperational improvement/value realisation) ,in at least one of the followingfocussub-sectors: specialist lending, insurance (carriers and brokers),orinvestment management. Candidates with retail banking experience will alsobe consideredif their experience is combined with one ofourfocus-sub-sectors Demonstratedexperience of leading teams in complex fast paced environments Experience in a professional services firm or operating in a similar advisory capacity (while working as part of teams) on transactions Extensive experience of preparing and reviewing high quality written reports, Excel analysis and presentations Excellent written and verbal communication skills in English Project management and/or change management and/or transformation skills Strong analytical skills Excellent Microsoft Office skills, particularly PowerPoint and Excel Itwould be great if you had some of the following skills, but don't worryifyou don't tick every box,we'll help you develop along the way. Foreign language skills An accountancy or other finance qualification A programme management qualification 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 colleagueshelps our people to perform at the best of their ability and realise their potential. 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 freedomto bring your whole self to workand 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'swhy we'rehappy 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 (5) Operational Resilience Associate Director locations London time type Full time posted on Posted 15 Days Ago Transactions Tax Associate Director locations 6 Locations time type Full time posted on Posted 30+ Days Ago Tax Associate Director - Transactions focus locations 7 Locations time type Full time posted on Posted 24 Days Ago 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. Whether that's working reduced contracted hours, working your hours over a shorter period or utilising our 'how we work' framework. Everyone has an immediate right to request a flexible arrangement through our flexible working policy. Read more about our approach to flexible working.
Company Description Xeinadin was established in 2019 when more than 100 successful, independent, business advisory and accountancy practices across the UK and Ireland came together to re-imagine the future of accountancy. Our collective mission is to provide locally forged, trusted business advice to SMEs through forward-thinking, close-knit relationships. Our people drive our business forward, and we offer them future-focused career opportunities while supporting individual specialisms. Our regional offices of over 1800 colleagues operate in collaboration across the Group, combining collective expertise to maximize our people's potential. As part of one Xeinadin, colleagues can draw on expertise and support from across the UK, Ireland, and central teams, as well as benefit from being part of their local communities. Role Description The Associate Director manages a client base, ensuring the delivery of outstanding service. This involves providing industry-leading advice and fostering an organizational culture aligned with Xeinadin's vision, mission, and values. The role requires an influential leader capable of building strong relationships with internal and external stakeholders to deliver value for the business and clients. Key Responsibilities Win and manage a portfolio of clients. Provide industry-leading insights, solutions, and advice to enhance the firm's reputation and client base. Promote the firm's products, services, and image to generate new business opportunities. Build and maintain strong, long-lasting relationships with clients, directors, and staff. Contribute to strategic and business planning to increase revenue and profits. Recruit, develop, and manage a high-performing team delivering excellent client service and meeting billing targets. Create a high-performance culture aligned with the company's values. Manage client relationships with revenue up to £600k, ensuring value, advice, quality, and compliance. Ensure all client work complies with legal, ethical, and statutory standards. Provide leadership and motivation to the team to achieve higher performance. Set performance metrics, review performance, and implement improvements. Develop workforce planning and workload management processes. Enhance productivity and output quality through process and system improvements. Model the organization's values and standards to foster a high-performance environment. Maintain high standards of technical knowledge for self and team. Measure and improve the quality of client services. Manage own client portfolio, providing industry-leading insights and advice. Ensure team members embody Xeinadin's values. Role-Specific Requirements Strong corporate sector VAT consulting experience, UK VAT knowledge essential. Commercially savvy with excellent interpersonal skills. Ability to work with clients nationally and locally. Based in any UK Xeinadin office. Experience with VAT Housing Association and/or public sector is advantageous but not essential. Key Requirements Tax qualification: CTA desirable but not mandatory. Additional Attributes Commercial, detailed, analytical, driven, ethical, engaging, honest, decisive, professional, confident, organized, strategic. Model: Hybrid Salary: Competitive Benefits include: Company Pension Scheme 25 days annual leave + bank holidays, with options to buy additional days Business closure over Christmas Life Assurance x4 salary Enhanced family leave policies Enhanced sick pay Employee Assistance Programme (24/7 support) Corporate Discounts Platform Flexible Benefits platform for insurances such as PMI, Critical Illness, and more, dependent on seniority
Jul 23, 2025
Full time
Company Description Xeinadin was established in 2019 when more than 100 successful, independent, business advisory and accountancy practices across the UK and Ireland came together to re-imagine the future of accountancy. Our collective mission is to provide locally forged, trusted business advice to SMEs through forward-thinking, close-knit relationships. Our people drive our business forward, and we offer them future-focused career opportunities while supporting individual specialisms. Our regional offices of over 1800 colleagues operate in collaboration across the Group, combining collective expertise to maximize our people's potential. As part of one Xeinadin, colleagues can draw on expertise and support from across the UK, Ireland, and central teams, as well as benefit from being part of their local communities. Role Description The Associate Director manages a client base, ensuring the delivery of outstanding service. This involves providing industry-leading advice and fostering an organizational culture aligned with Xeinadin's vision, mission, and values. The role requires an influential leader capable of building strong relationships with internal and external stakeholders to deliver value for the business and clients. Key Responsibilities Win and manage a portfolio of clients. Provide industry-leading insights, solutions, and advice to enhance the firm's reputation and client base. Promote the firm's products, services, and image to generate new business opportunities. Build and maintain strong, long-lasting relationships with clients, directors, and staff. Contribute to strategic and business planning to increase revenue and profits. Recruit, develop, and manage a high-performing team delivering excellent client service and meeting billing targets. Create a high-performance culture aligned with the company's values. Manage client relationships with revenue up to £600k, ensuring value, advice, quality, and compliance. Ensure all client work complies with legal, ethical, and statutory standards. Provide leadership and motivation to the team to achieve higher performance. Set performance metrics, review performance, and implement improvements. Develop workforce planning and workload management processes. Enhance productivity and output quality through process and system improvements. Model the organization's values and standards to foster a high-performance environment. Maintain high standards of technical knowledge for self and team. Measure and improve the quality of client services. Manage own client portfolio, providing industry-leading insights and advice. Ensure team members embody Xeinadin's values. Role-Specific Requirements Strong corporate sector VAT consulting experience, UK VAT knowledge essential. Commercially savvy with excellent interpersonal skills. Ability to work with clients nationally and locally. Based in any UK Xeinadin office. Experience with VAT Housing Association and/or public sector is advantageous but not essential. Key Requirements Tax qualification: CTA desirable but not mandatory. Additional Attributes Commercial, detailed, analytical, driven, ethical, engaging, honest, decisive, professional, confident, organized, strategic. Model: Hybrid Salary: Competitive Benefits include: Company Pension Scheme 25 days annual leave + bank holidays, with options to buy additional days Business closure over Christmas Life Assurance x4 salary Enhanced family leave policies Enhanced sick pay Employee Assistance Programme (24/7 support) Corporate Discounts Platform Flexible Benefits platform for insurances such as PMI, Critical Illness, and more, dependent on seniority
Private Client Associate Director page is loaded Private Client 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. Approaching personal matters and corporate advice separately can lead to missed opportunities. We deal with both to bridge the gap and ensure our client's needs are met, now and for the long-term. When someone is simultaneously a business owner, shareholder and individual this means taking a comprehensive approach to maximise opportunities. Finding time to handle personal affairs while building a business isn't easy. That's why we build long-term relationships with these clients. We can proactively signpost milestones on their business journey, and react with agility to commercial or legislative change impacting their world. A look into the role As an Associate Director within our Private Advisory Tax team you will: Provide expert tax advice to business owners, shareholders, UHNW individuals and their families Advise on the tax implications of acquisitions, disposals, residency, non-UK resident trusts and other structures, succession planning and corporate re-structuring, to name but a few Simplify complex tax matters for a range of clients, eg - ownership transfers, family arrangements Engender trust and respect from clients by producing high quality tax advice accurately, delivering on expectations and deadlines Lead from the front in delivering client work and being the day to day contact for clients, engaging the Private and wider Tax teams to ensure correct skill utilisation on all projects. Take responsibility for developing more junior team members, understanding their carer aspiration and support in this delivery. Be actively involved and lead in client meetings, concisely and confidently answering client queries. Provide intelligent and creative solutions to client tax issues both reactively and proactively, taking an active approach to cross-selling wider products solutions for other teams around the GT network. Knowing you're right for us Joining us as an Associate Director in Private Tax the minimum criteria you'll need are: a professional qualification (CTA / ACA / ACCA or equivalent) to be confident managing a portfolio of UHNW clients and entrepreneurs to be confident advising these clients on complex tax matters a keen interest in developing yourself and your fellow team members It would be great if you also 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 around what interests you. Experience advising on complex sell-side transactions Growing your profile and that of the firm externally 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. 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. We're always happy to talk flexible working - we'll support you to balance your work and life. This would also extend to a minimum requirement of being in the office of at least two days a week. 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. 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. 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. Whether that's working reduced contracted hours, working your hours over a shorter period or utilising our 'how we work' framework. Everyone has an immediate right to request a flexible arrangement through our flexible working policy. Read more about our approach to flexible working.
Jul 23, 2025
Full time
Private Client Associate Director page is loaded Private Client 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. Approaching personal matters and corporate advice separately can lead to missed opportunities. We deal with both to bridge the gap and ensure our client's needs are met, now and for the long-term. When someone is simultaneously a business owner, shareholder and individual this means taking a comprehensive approach to maximise opportunities. Finding time to handle personal affairs while building a business isn't easy. That's why we build long-term relationships with these clients. We can proactively signpost milestones on their business journey, and react with agility to commercial or legislative change impacting their world. A look into the role As an Associate Director within our Private Advisory Tax team you will: Provide expert tax advice to business owners, shareholders, UHNW individuals and their families Advise on the tax implications of acquisitions, disposals, residency, non-UK resident trusts and other structures, succession planning and corporate re-structuring, to name but a few Simplify complex tax matters for a range of clients, eg - ownership transfers, family arrangements Engender trust and respect from clients by producing high quality tax advice accurately, delivering on expectations and deadlines Lead from the front in delivering client work and being the day to day contact for clients, engaging the Private and wider Tax teams to ensure correct skill utilisation on all projects. Take responsibility for developing more junior team members, understanding their carer aspiration and support in this delivery. Be actively involved and lead in client meetings, concisely and confidently answering client queries. Provide intelligent and creative solutions to client tax issues both reactively and proactively, taking an active approach to cross-selling wider products solutions for other teams around the GT network. Knowing you're right for us Joining us as an Associate Director in Private Tax the minimum criteria you'll need are: a professional qualification (CTA / ACA / ACCA or equivalent) to be confident managing a portfolio of UHNW clients and entrepreneurs to be confident advising these clients on complex tax matters a keen interest in developing yourself and your fellow team members It would be great if you also 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 around what interests you. Experience advising on complex sell-side transactions Growing your profile and that of the firm externally 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. 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. We're always happy to talk flexible working - we'll support you to balance your work and life. This would also extend to a minimum requirement of being in the office of at least two days a week. 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. 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. 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. Whether that's working reduced contracted hours, working your hours over a shorter period or utilising our 'how we work' framework. Everyone has an immediate right to request a flexible arrangement through our flexible working policy. Read more about our approach to flexible working.
Associate Director/Senior Manager page is loaded Associate Director/Senior Manager Apply remote type Onsite locations London time type Full time posted on Posted Yesterday job requisition id JR- The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. That's why, at Apex Group, we will do more than simply 'empower' you. We will work to supercharge your unique skills and experience. Take the lead and we'll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you Apex wishes to recruit a forward thinking, articulate, self-motivated, and self-reliant leader within its Private Debt business in London. This is an Associate Director role to support an existing and growing client in the Debt Sector covering, mainly UK, Jersey, Luxembourg and US jurisdictional administration and corporate governance obligations to a portfolio of regulated, unregulated, and listed entities. Apex provides a range of corporate secretarial services, entity & fund management administration, AML compliance, tax compliance, directorship services, and general administration services mainly to investment funds and corporate vehicles in multiple Jurisdictions. Our clients include several leading financial institutions operating out of the UK. We act for institutional fund managers, global alternative asset managers and corporates. Servicing capital market debt funds, private equity structures, across a variety of structures comprising of limited partnerships, LLPs, special purpose vehicle administration and stock exchange listed companies. It is essential that the applicant has both good managerial and leadership experience as well as strong administration and company secretarial knowledge to discharge effective oversight of the functions, ideally within a fast-paced financial services environment. The role will report to the Director in charge of Private Debt services in London. Key responsibilities Act as the operational lead on a client service team. This includes, client onboarding, client service and implementation of client strategy as well as business as usual client requirements. Be focused on the provision of administration and multi-jurisdictional company secretarial and corporate governance services to a number of Apex's largest clients, principally investment fund and corporate structures. Providing sound administration, company secretarial and governance technical interpretation, advice and training, where required to clients, directors of client entities and team members. Leading transaction management process for transactions such as share issuances, buy backs, investments corporate group restructuring / refinancing, capital calls and distributions. Build excellent working relationships with key clients within the client services teams across Apex and continuously work to enhance client experience and ensure that Apex is viewed as the provider of choice. Maintain and create procedures based on client specific requirement, internal systems and KPI reporting. Ensure team's compliance with applicable laws, service standards, company policies and procedures and agreed operational and control processes. Ensure the team meets relevant operational & risk/compliance KPIs and targets. Create, motivate, and lead a high performing team, ensuring development of their ability to deal with all day-to-day matters in a timely and satisfactory manner, including monitoring tasks and delegating these across the team, reviewing the output and ensuring quality control. Ensure the team has personal development plans, a clear understanding of their role and responsibilities and undertake formal performance evaluations which are reviewed frequently throughout each year. Work closely and coordinate with the operational team to drive forward and streamline best practices, implement processes and new systems. Assisting in the development of Apex Client Services product offering across alternative assets and working with the local management team to strategically generate new business opportunities. Act as a director on client boards (if necessary and as approved). Act as an Authorised signatory in respect of transactions and payments. Contribute to ad-hoc projects as and when required by the business. Be able to provide sound, quality and technical guidance to clients and the wider team. Responsible for all financial aspects of client relationships, including: billing process, monitoring/chasing the timely settlement of invoices, monitoring WIP against agreed budgets and report variances to the relevant client director; Managing cash collections and the quarterly billing cycle; and Any other duties in the scope of the role that the company requires Requirements Skills / experience required Professional qualification preferred (CGI, previously ICSA, or equivalent) Minimum of 10 years relevant experience in a legal or financial services environment Highly developed commercial and strategic dexterity. Has the credibility and gravitas to interact and develop business relationships both internally and externally. Is focused on delivering against business goals to create value. Good understanding of the technical and operational requirements of offering a broad range of fiduciary and administrative services to companies; and Challenges, harnesses, and nurtures the talents of people at all levels within the Client Services team. Disclaimer : Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
Jul 23, 2025
Full time
Associate Director/Senior Manager page is loaded Associate Director/Senior Manager Apply remote type Onsite locations London time type Full time posted on Posted Yesterday job requisition id JR- The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. That's why, at Apex Group, we will do more than simply 'empower' you. We will work to supercharge your unique skills and experience. Take the lead and we'll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you Apex wishes to recruit a forward thinking, articulate, self-motivated, and self-reliant leader within its Private Debt business in London. This is an Associate Director role to support an existing and growing client in the Debt Sector covering, mainly UK, Jersey, Luxembourg and US jurisdictional administration and corporate governance obligations to a portfolio of regulated, unregulated, and listed entities. Apex provides a range of corporate secretarial services, entity & fund management administration, AML compliance, tax compliance, directorship services, and general administration services mainly to investment funds and corporate vehicles in multiple Jurisdictions. Our clients include several leading financial institutions operating out of the UK. We act for institutional fund managers, global alternative asset managers and corporates. Servicing capital market debt funds, private equity structures, across a variety of structures comprising of limited partnerships, LLPs, special purpose vehicle administration and stock exchange listed companies. It is essential that the applicant has both good managerial and leadership experience as well as strong administration and company secretarial knowledge to discharge effective oversight of the functions, ideally within a fast-paced financial services environment. The role will report to the Director in charge of Private Debt services in London. Key responsibilities Act as the operational lead on a client service team. This includes, client onboarding, client service and implementation of client strategy as well as business as usual client requirements. Be focused on the provision of administration and multi-jurisdictional company secretarial and corporate governance services to a number of Apex's largest clients, principally investment fund and corporate structures. Providing sound administration, company secretarial and governance technical interpretation, advice and training, where required to clients, directors of client entities and team members. Leading transaction management process for transactions such as share issuances, buy backs, investments corporate group restructuring / refinancing, capital calls and distributions. Build excellent working relationships with key clients within the client services teams across Apex and continuously work to enhance client experience and ensure that Apex is viewed as the provider of choice. Maintain and create procedures based on client specific requirement, internal systems and KPI reporting. Ensure team's compliance with applicable laws, service standards, company policies and procedures and agreed operational and control processes. Ensure the team meets relevant operational & risk/compliance KPIs and targets. Create, motivate, and lead a high performing team, ensuring development of their ability to deal with all day-to-day matters in a timely and satisfactory manner, including monitoring tasks and delegating these across the team, reviewing the output and ensuring quality control. Ensure the team has personal development plans, a clear understanding of their role and responsibilities and undertake formal performance evaluations which are reviewed frequently throughout each year. Work closely and coordinate with the operational team to drive forward and streamline best practices, implement processes and new systems. Assisting in the development of Apex Client Services product offering across alternative assets and working with the local management team to strategically generate new business opportunities. Act as a director on client boards (if necessary and as approved). Act as an Authorised signatory in respect of transactions and payments. Contribute to ad-hoc projects as and when required by the business. Be able to provide sound, quality and technical guidance to clients and the wider team. Responsible for all financial aspects of client relationships, including: billing process, monitoring/chasing the timely settlement of invoices, monitoring WIP against agreed budgets and report variances to the relevant client director; Managing cash collections and the quarterly billing cycle; and Any other duties in the scope of the role that the company requires Requirements Skills / experience required Professional qualification preferred (CGI, previously ICSA, or equivalent) Minimum of 10 years relevant experience in a legal or financial services environment Highly developed commercial and strategic dexterity. Has the credibility and gravitas to interact and develop business relationships both internally and externally. Is focused on delivering against business goals to create value. Good understanding of the technical and operational requirements of offering a broad range of fiduciary and administrative services to companies; and Challenges, harnesses, and nurtures the talents of people at all levels within the Client Services team. Disclaimer : Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
Head of Family & Matrimonial (Regional Office) Salary: £70,000 - £100,000 Ref: 57986 Location: Merseyside,Liverpool,Lancashire,Greater Manchester,Cheshire,North Wales,All North West,North Wales Areas of Law: Family and Matrimonial Job Type: Permanent Level: 6 years plus,Legal Executive,Partner Sector: Private practice A highly successful, regional law firm is looking to bolster family and matrimonial services. The practice is an independent and full-service law firm, which is retained by an impressive portfolio of corporate, commercial, directors, business owners and private clients. Enjoying an enviable reputation, the pre-existing Family & Matrimonial team attracts excellent instructions often for wealthy and HNW clients. The nature of role will appeal to someone who wishes to develop their career playing an integral role in leading and building a team. As well as managing complex instructions, you will also have previous experience in business development and mentoring & supervising member of the team. The person appointed will be well supported in what is a positive and collaborative culture. The firm attracts and retains high calibre professionals - talented in what they do and achieving rewarding careers without burnout. Remuneration (including attractive benefits) will be tailored to the individual. Flexible and hybrid working available. Preferences for part-time contracts happily considered. Applications are welcome at partner level (including team moves), or legal directors and senior associates (5 yrs'+ PQE) looking for such a career path. All enquiries will be treated in absolute confidence. Actis Legal specialises in the North West legal market and with such a detailed knowledge of the region, we are able to provide tailored and bespoke advice to individuals we act for and identify suitable career moves. All enquiries treated in the strictest of confidence. Please note that references to post qualification experience (PQE) are given as a guideline to the competences required for technical, client and case management skills, as well as budgeted salary for the role. We encourage you to apply for any job for which you feel you are a suitable candidate. Search jobs by discipline Search by Discipline below for Legal Jobs Manchester, Liverpool and across the North West Region: Search jobs by discipline Search by Discipline below for Legal Jobs Manchester, Liverpool and across the North West Region: Agricultural Banking/Finance Business Development Charities/Ecclesiastical Child Care Civil Litigation Clinical Negligence Commercial Law/Contracts Commercial Litigation/Dispute Resolution Commercial Property/Real Estate Company Secretarial Competition Compliance and Data Protection Construction Consumer Law Corporate/Corporate Finance Costs Credit Hire/ULR Criminal Defence Debt/Finance/Recoveries Education/Social Services Employment Environmental Family and Matrimonial Housing Immigration Industrial Disease Insolvency/Corporate Re-structure Insurance Commercial Litigation Insurance Fraud Insurance Litigation/Defendant PI Intellectual Property IT/E-Commerce Licensing Media and Entertainment Mental Health Pensions Personal Injury - Claimant PFI/PPP/Projects Planning Practice/HR Manager Private Client/Wills and Probate Professional Indemnity/Negligence Property Litigation PSL/Know How/Support Public Law/Local Authority Regulatory/Health and Safety Remortgage Residential Conveyancing Shipping/Marine/Transport Sports Tax Welfare/Human Rights
Jul 23, 2025
Full time
Head of Family & Matrimonial (Regional Office) Salary: £70,000 - £100,000 Ref: 57986 Location: Merseyside,Liverpool,Lancashire,Greater Manchester,Cheshire,North Wales,All North West,North Wales Areas of Law: Family and Matrimonial Job Type: Permanent Level: 6 years plus,Legal Executive,Partner Sector: Private practice A highly successful, regional law firm is looking to bolster family and matrimonial services. The practice is an independent and full-service law firm, which is retained by an impressive portfolio of corporate, commercial, directors, business owners and private clients. Enjoying an enviable reputation, the pre-existing Family & Matrimonial team attracts excellent instructions often for wealthy and HNW clients. The nature of role will appeal to someone who wishes to develop their career playing an integral role in leading and building a team. As well as managing complex instructions, you will also have previous experience in business development and mentoring & supervising member of the team. The person appointed will be well supported in what is a positive and collaborative culture. The firm attracts and retains high calibre professionals - talented in what they do and achieving rewarding careers without burnout. Remuneration (including attractive benefits) will be tailored to the individual. Flexible and hybrid working available. Preferences for part-time contracts happily considered. Applications are welcome at partner level (including team moves), or legal directors and senior associates (5 yrs'+ PQE) looking for such a career path. All enquiries will be treated in absolute confidence. Actis Legal specialises in the North West legal market and with such a detailed knowledge of the region, we are able to provide tailored and bespoke advice to individuals we act for and identify suitable career moves. All enquiries treated in the strictest of confidence. Please note that references to post qualification experience (PQE) are given as a guideline to the competences required for technical, client and case management skills, as well as budgeted salary for the role. We encourage you to apply for any job for which you feel you are a suitable candidate. Search jobs by discipline Search by Discipline below for Legal Jobs Manchester, Liverpool and across the North West Region: Search jobs by discipline Search by Discipline below for Legal Jobs Manchester, Liverpool and across the North West Region: Agricultural Banking/Finance Business Development Charities/Ecclesiastical Child Care Civil Litigation Clinical Negligence Commercial Law/Contracts Commercial Litigation/Dispute Resolution Commercial Property/Real Estate Company Secretarial Competition Compliance and Data Protection Construction Consumer Law Corporate/Corporate Finance Costs Credit Hire/ULR Criminal Defence Debt/Finance/Recoveries Education/Social Services Employment Environmental Family and Matrimonial Housing Immigration Industrial Disease Insolvency/Corporate Re-structure Insurance Commercial Litigation Insurance Fraud Insurance Litigation/Defendant PI Intellectual Property IT/E-Commerce Licensing Media and Entertainment Mental Health Pensions Personal Injury - Claimant PFI/PPP/Projects Planning Practice/HR Manager Private Client/Wills and Probate Professional Indemnity/Negligence Property Litigation PSL/Know How/Support Public Law/Local Authority Regulatory/Health and Safety Remortgage Residential Conveyancing Shipping/Marine/Transport Sports Tax Welfare/Human Rights
Head of Family & Matrimonial (Regional Office) Salary: £70,000 - £100,000 Ref: 57986 Location: Merseyside,Liverpool,Lancashire,Greater Manchester,Cheshire,North Wales,All North West,North Wales Areas of Law: Family and Matrimonial Job Type: Permanent Level: 6 years plus,Legal Executive,Partner Sector: Private practice A highly successful, regional law firm is looking to bolster family and matrimonial services. The practice is an independent and full-service law firm, which is retained by an impressive portfolio of corporate, commercial, directors, business owners and private clients. Enjoying an enviable reputation, the pre-existing Family & Matrimonial team attracts excellent instructions often for wealthy and HNW clients. The nature of role will appeal to someone who wishes to develop their career playing an integral role in leading and building a team. As well as managing complex instructions, you will also have previous experience in business development and mentoring & supervising member of the team. The person appointed will be well supported in what is a positive and collaborative culture. The firm attracts and retains high calibre professionals - talented in what they do and achieving rewarding careers without burnout. Remuneration (including attractive benefits) will be tailored to the individual. Flexible and hybrid working available. Preferences for part-time contracts happily considered. Applications are welcome at partner level (including team moves), or legal directors and senior associates (5 yrs'+ PQE) looking for such a career path. All enquiries will be treated in absolute confidence. Actis Legal specialises in the North West legal market and with such a detailed knowledge of the region, we are able to provide tailored and bespoke advice to individuals we act for and identify suitable career moves. All enquiries treated in the strictest of confidence. Please note that references to post qualification experience (PQE) are given as a guideline to the competences required for technical, client and case management skills, as well as budgeted salary for the role. We encourage you to apply for any job for which you feel you are a suitable candidate. Search jobs by discipline Search by Discipline below for Legal Jobs Manchester, Liverpool and across the North West Region: Search jobs by discipline Search by Discipline below for Legal Jobs Manchester, Liverpool and across the North West Region: Agricultural Banking/Finance Business Development Charities/Ecclesiastical Child Care Civil Litigation Clinical Negligence Commercial Law/Contracts Commercial Litigation/Dispute Resolution Commercial Property/Real Estate Company Secretarial Competition Compliance and Data Protection Construction Consumer Law Corporate/Corporate Finance Costs Credit Hire/ULR Criminal Defence Debt/Finance/Recoveries Education/Social Services Employment Environmental Family and Matrimonial Housing Immigration Industrial Disease Insolvency/Corporate Re-structure Insurance Commercial Litigation Insurance Fraud Insurance Litigation/Defendant PI Intellectual Property IT/E-Commerce Licensing Media and Entertainment Mental Health Pensions Personal Injury - Claimant PFI/PPP/Projects Planning Practice/HR Manager Private Client/Wills and Probate Professional Indemnity/Negligence Property Litigation PSL/Know How/Support Public Law/Local Authority Regulatory/Health and Safety Remortgage Residential Conveyancing Shipping/Marine/Transport Sports Tax Welfare/Human Rights
Jul 23, 2025
Full time
Head of Family & Matrimonial (Regional Office) Salary: £70,000 - £100,000 Ref: 57986 Location: Merseyside,Liverpool,Lancashire,Greater Manchester,Cheshire,North Wales,All North West,North Wales Areas of Law: Family and Matrimonial Job Type: Permanent Level: 6 years plus,Legal Executive,Partner Sector: Private practice A highly successful, regional law firm is looking to bolster family and matrimonial services. The practice is an independent and full-service law firm, which is retained by an impressive portfolio of corporate, commercial, directors, business owners and private clients. Enjoying an enviable reputation, the pre-existing Family & Matrimonial team attracts excellent instructions often for wealthy and HNW clients. The nature of role will appeal to someone who wishes to develop their career playing an integral role in leading and building a team. As well as managing complex instructions, you will also have previous experience in business development and mentoring & supervising member of the team. The person appointed will be well supported in what is a positive and collaborative culture. The firm attracts and retains high calibre professionals - talented in what they do and achieving rewarding careers without burnout. Remuneration (including attractive benefits) will be tailored to the individual. Flexible and hybrid working available. Preferences for part-time contracts happily considered. Applications are welcome at partner level (including team moves), or legal directors and senior associates (5 yrs'+ PQE) looking for such a career path. All enquiries will be treated in absolute confidence. Actis Legal specialises in the North West legal market and with such a detailed knowledge of the region, we are able to provide tailored and bespoke advice to individuals we act for and identify suitable career moves. All enquiries treated in the strictest of confidence. Please note that references to post qualification experience (PQE) are given as a guideline to the competences required for technical, client and case management skills, as well as budgeted salary for the role. We encourage you to apply for any job for which you feel you are a suitable candidate. Search jobs by discipline Search by Discipline below for Legal Jobs Manchester, Liverpool and across the North West Region: Search jobs by discipline Search by Discipline below for Legal Jobs Manchester, Liverpool and across the North West Region: Agricultural Banking/Finance Business Development Charities/Ecclesiastical Child Care Civil Litigation Clinical Negligence Commercial Law/Contracts Commercial Litigation/Dispute Resolution Commercial Property/Real Estate Company Secretarial Competition Compliance and Data Protection Construction Consumer Law Corporate/Corporate Finance Costs Credit Hire/ULR Criminal Defence Debt/Finance/Recoveries Education/Social Services Employment Environmental Family and Matrimonial Housing Immigration Industrial Disease Insolvency/Corporate Re-structure Insurance Commercial Litigation Insurance Fraud Insurance Litigation/Defendant PI Intellectual Property IT/E-Commerce Licensing Media and Entertainment Mental Health Pensions Personal Injury - Claimant PFI/PPP/Projects Planning Practice/HR Manager Private Client/Wills and Probate Professional Indemnity/Negligence Property Litigation PSL/Know How/Support Public Law/Local Authority Regulatory/Health and Safety Remortgage Residential Conveyancing Shipping/Marine/Transport Sports Tax Welfare/Human Rights
Head of Family & Matrimonial (Regional Office) Salary: £70,000 - £100,000 Ref: 57986 Location: Merseyside,Liverpool,Lancashire,Greater Manchester,Cheshire,North Wales,All North West,North Wales Areas of Law: Family and Matrimonial Job Type: Permanent Level: 6 years plus,Legal Executive,Partner Sector: Private practice A highly successful, regional law firm is looking to bolster family and matrimonial services. The practice is an independent and full-service law firm, which is retained by an impressive portfolio of corporate, commercial, directors, business owners and private clients. Enjoying an enviable reputation, the pre-existing Family & Matrimonial team attracts excellent instructions often for wealthy and HNW clients. The nature of role will appeal to someone who wishes to develop their career playing an integral role in leading and building a team. As well as managing complex instructions, you will also have previous experience in business development and mentoring & supervising member of the team. The person appointed will be well supported in what is a positive and collaborative culture. The firm attracts and retains high calibre professionals - talented in what they do and achieving rewarding careers without burnout. Remuneration (including attractive benefits) will be tailored to the individual. Flexible and hybrid working available. Preferences for part-time contracts happily considered. Applications are welcome at partner level (including team moves), or legal directors and senior associates (5 yrs'+ PQE) looking for such a career path. All enquiries will be treated in absolute confidence. Actis Legal specialises in the North West legal market and with such a detailed knowledge of the region, we are able to provide tailored and bespoke advice to individuals we act for and identify suitable career moves. All enquiries treated in the strictest of confidence. Please note that references to post qualification experience (PQE) are given as a guideline to the competences required for technical, client and case management skills, as well as budgeted salary for the role. We encourage you to apply for any job for which you feel you are a suitable candidate. Search jobs by discipline Search by Discipline below for Legal Jobs Manchester, Liverpool and across the North West Region: Search jobs by discipline Search by Discipline below for Legal Jobs Manchester, Liverpool and across the North West Region: Agricultural Banking/Finance Business Development Charities/Ecclesiastical Child Care Civil Litigation Clinical Negligence Commercial Law/Contracts Commercial Litigation/Dispute Resolution Commercial Property/Real Estate Company Secretarial Competition Compliance and Data Protection Construction Consumer Law Corporate/Corporate Finance Costs Credit Hire/ULR Criminal Defence Debt/Finance/Recoveries Education/Social Services Employment Environmental Family and Matrimonial Housing Immigration Industrial Disease Insolvency/Corporate Re-structure Insurance Commercial Litigation Insurance Fraud Insurance Litigation/Defendant PI Intellectual Property IT/E-Commerce Licensing Media and Entertainment Mental Health Pensions Personal Injury - Claimant PFI/PPP/Projects Planning Practice/HR Manager Private Client/Wills and Probate Professional Indemnity/Negligence Property Litigation PSL/Know How/Support Public Law/Local Authority Regulatory/Health and Safety Remortgage Residential Conveyancing Shipping/Marine/Transport Sports Tax Welfare/Human Rights
Jul 23, 2025
Full time
Head of Family & Matrimonial (Regional Office) Salary: £70,000 - £100,000 Ref: 57986 Location: Merseyside,Liverpool,Lancashire,Greater Manchester,Cheshire,North Wales,All North West,North Wales Areas of Law: Family and Matrimonial Job Type: Permanent Level: 6 years plus,Legal Executive,Partner Sector: Private practice A highly successful, regional law firm is looking to bolster family and matrimonial services. The practice is an independent and full-service law firm, which is retained by an impressive portfolio of corporate, commercial, directors, business owners and private clients. Enjoying an enviable reputation, the pre-existing Family & Matrimonial team attracts excellent instructions often for wealthy and HNW clients. The nature of role will appeal to someone who wishes to develop their career playing an integral role in leading and building a team. As well as managing complex instructions, you will also have previous experience in business development and mentoring & supervising member of the team. The person appointed will be well supported in what is a positive and collaborative culture. The firm attracts and retains high calibre professionals - talented in what they do and achieving rewarding careers without burnout. Remuneration (including attractive benefits) will be tailored to the individual. Flexible and hybrid working available. Preferences for part-time contracts happily considered. Applications are welcome at partner level (including team moves), or legal directors and senior associates (5 yrs'+ PQE) looking for such a career path. All enquiries will be treated in absolute confidence. Actis Legal specialises in the North West legal market and with such a detailed knowledge of the region, we are able to provide tailored and bespoke advice to individuals we act for and identify suitable career moves. All enquiries treated in the strictest of confidence. Please note that references to post qualification experience (PQE) are given as a guideline to the competences required for technical, client and case management skills, as well as budgeted salary for the role. We encourage you to apply for any job for which you feel you are a suitable candidate. Search jobs by discipline Search by Discipline below for Legal Jobs Manchester, Liverpool and across the North West Region: Search jobs by discipline Search by Discipline below for Legal Jobs Manchester, Liverpool and across the North West Region: Agricultural Banking/Finance Business Development Charities/Ecclesiastical Child Care Civil Litigation Clinical Negligence Commercial Law/Contracts Commercial Litigation/Dispute Resolution Commercial Property/Real Estate Company Secretarial Competition Compliance and Data Protection Construction Consumer Law Corporate/Corporate Finance Costs Credit Hire/ULR Criminal Defence Debt/Finance/Recoveries Education/Social Services Employment Environmental Family and Matrimonial Housing Immigration Industrial Disease Insolvency/Corporate Re-structure Insurance Commercial Litigation Insurance Fraud Insurance Litigation/Defendant PI Intellectual Property IT/E-Commerce Licensing Media and Entertainment Mental Health Pensions Personal Injury - Claimant PFI/PPP/Projects Planning Practice/HR Manager Private Client/Wills and Probate Professional Indemnity/Negligence Property Litigation PSL/Know How/Support Public Law/Local Authority Regulatory/Health and Safety Remortgage Residential Conveyancing Shipping/Marine/Transport Sports Tax Welfare/Human Rights
