SENIOR PRIVATE CLIENT SOLICITOR Location: Hertford, Hertfordshire Salary: £70K - £90K About the Role QED Legal is seeking an experienced Senior Private Client Solicitor to join a well-established, reputable law firm in Hertford. This role offers a pathway to Partnership for those interested and involves heading a small team. Candidate Profile The ideal candidate will have managerial experience within private client law and be eager to lead a team in a family-oriented, medium-sized Legal 500 firm that serves multiple generations. Responsibilities Managing a varied caseload including Wills, LPAs, Trusts (discretionary and trust registration), Estates, COP, advising on funding, and local authority matters. Handling appeals related to continuing healthcare. What We Offer Flexible working with 2-3 days WFH per week Competitive bonus structure Parking facilities 25 days holiday plus additional days for birthday and Christmas BUPA healthcare 4x Life Assurance Company laptop and iPhone Salary above £70,000, commensurate with experience Application Details If you meet the requirements or know someone who does, please contact our Senior Legal Consultant, Leah Roberts. Contact: Mobile: LinkedIn: Alternatively, apply directly to this vacancy. Additional Titles: private client solicitor, senior private client solicitor, wills and probate solicitor, senior wills and probate solicitor, private client associate, senior private client associate, head of private client, head of department.
Jul 01, 2025
Full time
SENIOR PRIVATE CLIENT SOLICITOR Location: Hertford, Hertfordshire Salary: £70K - £90K About the Role QED Legal is seeking an experienced Senior Private Client Solicitor to join a well-established, reputable law firm in Hertford. This role offers a pathway to Partnership for those interested and involves heading a small team. Candidate Profile The ideal candidate will have managerial experience within private client law and be eager to lead a team in a family-oriented, medium-sized Legal 500 firm that serves multiple generations. Responsibilities Managing a varied caseload including Wills, LPAs, Trusts (discretionary and trust registration), Estates, COP, advising on funding, and local authority matters. Handling appeals related to continuing healthcare. What We Offer Flexible working with 2-3 days WFH per week Competitive bonus structure Parking facilities 25 days holiday plus additional days for birthday and Christmas BUPA healthcare 4x Life Assurance Company laptop and iPhone Salary above £70,000, commensurate with experience Application Details If you meet the requirements or know someone who does, please contact our Senior Legal Consultant, Leah Roberts. Contact: Mobile: LinkedIn: Alternatively, apply directly to this vacancy. Additional Titles: private client solicitor, senior private client solicitor, wills and probate solicitor, senior wills and probate solicitor, private client associate, senior private client associate, head of private client, head of department.
About the Role Location: Bermondsey, London Working Pattern: Part-time - 24 hours per week onsite Duration: September 2025 - July 2026 (11 months) We're looking for an experienced HR Manager / People Partner to join us on a fixed-term basis to cover maternity leave. This role will maintain high legal, regulatory and organisational standards while fostering a consistent and people-focused employee experience. You will also be responsible for employee engagement initiatives and recruitment processes, and help maintain a positive, high-performance culture. Key Responsibilities Compliance & Employment Law Draft and issue legally compliant employment contracts Maintain up-to-date job descriptions Support accurate, timely payroll processing and manage statutory leaves and pay accruals Keep GDPR-compliant employee records Conduct and document right-to-work checks and monitor visa statuses Liaise with legal advisors for immigration and employment matters Update employee handbooks and policy documentation Stay informed on changing employment laws and implement updates as needed Ensure fair, consistent handling of disciplinaries, grievances, redundancies, dismissals, and appeals Partner with managers for early intervention and effective resolution of employee issues HR Systems & Processes Administer and update the HRIS and ATS platforms Automations, workflows, performance cycles, job templates, task lists Maintain structured onboarding and offboarding processes Induction, employee handbooks, exit interviews, role transitions Ensure PeopleOps processes are up to date, auditable, and streamlined Recruitment & Talent Acquisition Oversee end-to-end internal recruitment, including: Screening CVs and conducting initial interviews Coordinating interview logistics and assessments Managing offer processes and compliance with hiring regulations Compensation & Benefits Support salary benchmarking and review processes Coordinate promotion, bonus, and pay increase approvals Manage, communicate and administer employee benefits Educate employees on available benefits and manage statutory benefits programs Performance, Development & Employee Relations Lead and manage the performance review cycle, calibration and any development plans Support promotion and progression conversations with managers Assist in managing underperformance, coaching managers through improvement plans Address employee relations challenges with empathy and pragmatism Build trusted relationships and foster a positive, inclusive work culture Engagement & Culture Lead engagement activities, recognition, and team-building initiatives Management of engagement surveys and arising actions Contribute to a culture of transparency, feedback, and continuous improvement About You Proven track record in an HR Generalist or Business Partner role Experienced internal recruitment management Previous experience in a start-up / scale-up / SME Understanding of UK employment law, compliance, and policy development Confident handling complex people issues with sensitivity and sound judgement Strong stakeholder management and interpersonal skills Comfortable operating in dynamic, fast-paced, or scaling environments Passionate about creating a high-trust, high-performance workplace Previous experience in biotech / life sciences highly desirable The role is required for 24 hours per week onsite , which could be 3 full time days, or spread over a 5-day working week. The incoming applicant needs to be in place by no later than the beginning of September 2025. Tools You'll Use HRIS (HiBob) G-Suite ATS (TeamTailor) Notion Slack CultureAmp What you'll receive from us Aside from being part of our brilliant, purpose-driven team, you'll also enjoy: Financial 3x Salary Life Insurance with YuLife Health Shield Cash Back Plan on day-to-day health expenses 5% pension, with an additional top up on tax savings from us Free Will-writing Service Health Private Medical Insurance, including dental and optical (currently with AXA) Discounted gym membership through either AXA or HealthShield 24/7 access to GP Services Access to the Cycle to Work scheme: to make your commute cheaper, healthier and a whole lot greener Easy access to the on-site gym and climbing wall to break a sweat or indulge your inner monkey available at competitive rates Time-Off ️ Annual leave (plus the bank holidays) Paid sick leave (including mental health days - no questions asked) 3 days paid emergency leave so it doesn't eat into your relaxation time 1 week paid bereavement leave plus 1 day to attend a funeral 1 day paid for moving home Wellbeing Employee Assistance Programme including access to coaching and CBT sessions Bereavement & Probate Support through YuLife Team-building Regular team lunches from Feedr. A programme of social events both company-wide and within your own teams Diversity & Inclusion We believe that diversity makes for innovative, exceptional teams. We are an equal opportunity employer and do not discriminate based on gender, race, colour, religion or belief, national origin, age, sexual orientation, marital status, disability, or any other protected class. If you don't feel you don't meet every single requirement of this role, we still want to hear from you! We encourage you to apply, have a discussion with us about the role or others that we may have at LabGenius either now or in the future, together we can build more inclusive workplaces.
Jul 01, 2025
Full time
About the Role Location: Bermondsey, London Working Pattern: Part-time - 24 hours per week onsite Duration: September 2025 - July 2026 (11 months) We're looking for an experienced HR Manager / People Partner to join us on a fixed-term basis to cover maternity leave. This role will maintain high legal, regulatory and organisational standards while fostering a consistent and people-focused employee experience. You will also be responsible for employee engagement initiatives and recruitment processes, and help maintain a positive, high-performance culture. Key Responsibilities Compliance & Employment Law Draft and issue legally compliant employment contracts Maintain up-to-date job descriptions Support accurate, timely payroll processing and manage statutory leaves and pay accruals Keep GDPR-compliant employee records Conduct and document right-to-work checks and monitor visa statuses Liaise with legal advisors for immigration and employment matters Update employee handbooks and policy documentation Stay informed on changing employment laws and implement updates as needed Ensure fair, consistent handling of disciplinaries, grievances, redundancies, dismissals, and appeals Partner with managers for early intervention and effective resolution of employee issues HR Systems & Processes Administer and update the HRIS and ATS platforms Automations, workflows, performance cycles, job templates, task lists Maintain structured onboarding and offboarding processes Induction, employee handbooks, exit interviews, role transitions Ensure PeopleOps processes are up to date, auditable, and streamlined Recruitment & Talent Acquisition Oversee end-to-end internal recruitment, including: Screening CVs and conducting initial interviews Coordinating interview logistics and assessments Managing offer processes and compliance with hiring regulations Compensation & Benefits Support salary benchmarking and review processes Coordinate promotion, bonus, and pay increase approvals Manage, communicate and administer employee benefits Educate employees on available benefits and manage statutory benefits programs Performance, Development & Employee Relations Lead and manage the performance review cycle, calibration and any development plans Support promotion and progression conversations with managers Assist in managing underperformance, coaching managers through improvement plans Address employee relations challenges with empathy and pragmatism Build trusted relationships and foster a positive, inclusive work culture Engagement & Culture Lead engagement activities, recognition, and team-building initiatives Management of engagement surveys and arising actions Contribute to a culture of transparency, feedback, and continuous improvement About You Proven track record in an HR Generalist or Business Partner role Experienced internal recruitment management Previous experience in a start-up / scale-up / SME Understanding of UK employment law, compliance, and policy development Confident handling complex people issues with sensitivity and sound judgement Strong stakeholder management and interpersonal skills Comfortable operating in dynamic, fast-paced, or scaling environments Passionate about creating a high-trust, high-performance workplace Previous experience in biotech / life sciences highly desirable The role is required for 24 hours per week onsite , which could be 3 full time days, or spread over a 5-day working week. The incoming applicant needs to be in place by no later than the beginning of September 2025. Tools You'll Use HRIS (HiBob) G-Suite ATS (TeamTailor) Notion Slack CultureAmp What you'll receive from us Aside from being part of our brilliant, purpose-driven team, you'll also enjoy: Financial 3x Salary Life Insurance with YuLife Health Shield Cash Back Plan on day-to-day health expenses 5% pension, with an additional top up on tax savings from us Free Will-writing Service Health Private Medical Insurance, including dental and optical (currently with AXA) Discounted gym membership through either AXA or HealthShield 24/7 access to GP Services Access to the Cycle to Work scheme: to make your commute cheaper, healthier and a whole lot greener Easy access to the on-site gym and climbing wall to break a sweat or indulge your inner monkey available at competitive rates Time-Off ️ Annual leave (plus the bank holidays) Paid sick leave (including mental health days - no questions asked) 3 days paid emergency leave so it doesn't eat into your relaxation time 1 week paid bereavement leave plus 1 day to attend a funeral 1 day paid for moving home Wellbeing Employee Assistance Programme including access to coaching and CBT sessions Bereavement & Probate Support through YuLife Team-building Regular team lunches from Feedr. A programme of social events both company-wide and within your own teams Diversity & Inclusion We believe that diversity makes for innovative, exceptional teams. We are an equal opportunity employer and do not discriminate based on gender, race, colour, religion or belief, national origin, age, sexual orientation, marital status, disability, or any other protected class. If you don't feel you don't meet every single requirement of this role, we still want to hear from you! We encourage you to apply, have a discussion with us about the role or others that we may have at LabGenius either now or in the future, together we can build more inclusive workplaces.
Job Title: Accountant / Personal Tax Manager Location: Midsomer Norton Salary: Up to £50,000 per annum, depending on qualifications and experience Job type: Full Time, Permanent The company: The Company work with ambitious business owners. Ambition is a subjective word and can range from wanting to be the next Richard Branson down to just having a little more work/life balance. Whatever level of ambition the client has, we will look to help them achieve it. We have a wide range of skills from traditional online accounting and VAT filings, through to statutory accounts. Taxation work includes usual Self-Assessment filings and personal tax planning. We are able to offer advice on a large range of business requirements. Finally, we can provide a range of legal services and we can even undertake probate work. These skills allow us to and assist you and your family from cradle to grave and beyond! In short, our purpose is to make the difference on your journey. The role: We are seeking a suitably qualified personal tax manager to run our business private client portfolio. The applicant should ideally be qualified and have good organisational skills to ensure compliance requirements are always achieved. The applicant should have a " can do " attitude that aligns to our values. The role entails preparing and managing the Self-Assessment returns for our clients, which will include liaising with the accounts team and overseeing the work of tax work completed by assistants. The role would suit someone already in a similar role or, may be a step up for an experienced assistant looking for progression. In light of the ever-changing tax laws, current working in a tax practice environment is essential. Please note, there is a non-contributory pension scheme included as part of the package. Candidate requirements: A good and current knowledge of the various UK tax laws is required to specifically include knowledge of landlord buy to let income and gains. There are also some cases where overseas income or residency rules or knowledge and experience of onshore trusts are key. There will be a large amount of client contact and so excellent inter personal skills plus an ability to translate complex tax law into the language of a lay person is essential. As the role is predominantly customer facing and most clients live close to our offices, the position is office based only. Whilst the role is based at our Head Office, there will be a need to visit our other office from time to time, plus possibly client visits. Please click APPLY , to send your CV for this role. Candidates with the relevant experience or job titles of: Tax Manager, Tax Accountant, Tax Specialist, Senior Tax Manager, Private Client Tax Manager, Tax Consultant, Accounting, Accountant, Qualified Accountant, may also be considered for this role.
Jun 27, 2025
Full time
Job Title: Accountant / Personal Tax Manager Location: Midsomer Norton Salary: Up to £50,000 per annum, depending on qualifications and experience Job type: Full Time, Permanent The company: The Company work with ambitious business owners. Ambition is a subjective word and can range from wanting to be the next Richard Branson down to just having a little more work/life balance. Whatever level of ambition the client has, we will look to help them achieve it. We have a wide range of skills from traditional online accounting and VAT filings, through to statutory accounts. Taxation work includes usual Self-Assessment filings and personal tax planning. We are able to offer advice on a large range of business requirements. Finally, we can provide a range of legal services and we can even undertake probate work. These skills allow us to and assist you and your family from cradle to grave and beyond! In short, our purpose is to make the difference on your journey. The role: We are seeking a suitably qualified personal tax manager to run our business private client portfolio. The applicant should ideally be qualified and have good organisational skills to ensure compliance requirements are always achieved. The applicant should have a " can do " attitude that aligns to our values. The role entails preparing and managing the Self-Assessment returns for our clients, which will include liaising with the accounts team and overseeing the work of tax work completed by assistants. The role would suit someone already in a similar role or, may be a step up for an experienced assistant looking for progression. In light of the ever-changing tax laws, current working in a tax practice environment is essential. Please note, there is a non-contributory pension scheme included as part of the package. Candidate requirements: A good and current knowledge of the various UK tax laws is required to specifically include knowledge of landlord buy to let income and gains. There are also some cases where overseas income or residency rules or knowledge and experience of onshore trusts are key. There will be a large amount of client contact and so excellent inter personal skills plus an ability to translate complex tax law into the language of a lay person is essential. As the role is predominantly customer facing and most clients live close to our offices, the position is office based only. Whilst the role is based at our Head Office, there will be a need to visit our other office from time to time, plus possibly client visits. Please click APPLY , to send your CV for this role. Candidates with the relevant experience or job titles of: Tax Manager, Tax Accountant, Tax Specialist, Senior Tax Manager, Private Client Tax Manager, Tax Consultant, Accounting, Accountant, Qualified Accountant, may also be considered for this role.
Bennett and Game Recruitment
Coventry, Warwickshire
Our client is a well-established and forward-thinking accountancy firm with around 40 staff based in Coventry, providing expert audit, tax consultancy, and private client services. Known for their collaborative and professional culture, the firm offers a relaxed but high-performing environment with flexible hybrid working. Due to continued growth and evolving client needs, they are now seeking a Personal Tax Senior Manager to support their expanding private client tax team. This is a key senior-level position within the Personal Tax department, responsible for managing a high-value portfolio of private clients, including Hight Net Worth Individuals, business owners, and trusts. You will support the firm's strategic tax initiatives and act as a technical escalation point, guiding the Personal Tax Manager and mentoring junior staff. This client-facing role requires strong leadership, business development acumen, and a proactive approach to delivering tailored tax planning and compliance solutions. You'll play an instrumental role in shaping the future of the firm's tax service offering. Personal Tax Senior Manager Job Overview Manage a diverse portfolio of private clients, providing expert advice across income tax, capital gains, inheritance tax, and trust matters. Lead and support the personal tax team, offering mentoring and technical guidance. Oversee and review complex personal tax returns, ensuring accuracy and compliance. Provide bespoke tax planning and structuring advice aligned with clients' financial goals. Collaborate with other departments to deliver a holistic service and identify cross-selling opportunities. Contribute to strategic tax planning, business development, and marketing initiatives. Stay informed of legislative changes and represent the firm in client meetings and external networking events. Personal Tax Senior Manager Job Requirements ACA/ACCA/CTA qualified (or equivalent); STEP or Probate Practitioner is desirable. Significant experience in private client tax, preferably within an accountancy practice. Strong technical knowledge of UK tax legislation and compliance. Demonstrable leadership experience and the ability to mentor staff effectively Excellent communication skills and a consultative, client-first approach. Personal Tax Senior Manager Salary & Benefits Flexible 37.5-hour work week (9:00 am - 5:30 pm) Holiday Package: 28 days + 8 bank holidays Hybrid Working: 3 days in the office, 2 days from home Progression: Clear pathway to Director-level role Study Support: CTA, ACCA, and other relevant qualifications Regular team socials, including days at the races Monthly dress-down Fridays Supportive and people-focused working environment Pension Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries. We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for.
Jun 26, 2025
Full time
Our client is a well-established and forward-thinking accountancy firm with around 40 staff based in Coventry, providing expert audit, tax consultancy, and private client services. Known for their collaborative and professional culture, the firm offers a relaxed but high-performing environment with flexible hybrid working. Due to continued growth and evolving client needs, they are now seeking a Personal Tax Senior Manager to support their expanding private client tax team. This is a key senior-level position within the Personal Tax department, responsible for managing a high-value portfolio of private clients, including Hight Net Worth Individuals, business owners, and trusts. You will support the firm's strategic tax initiatives and act as a technical escalation point, guiding the Personal Tax Manager and mentoring junior staff. This client-facing role requires strong leadership, business development acumen, and a proactive approach to delivering tailored tax planning and compliance solutions. You'll play an instrumental role in shaping the future of the firm's tax service offering. Personal Tax Senior Manager Job Overview Manage a diverse portfolio of private clients, providing expert advice across income tax, capital gains, inheritance tax, and trust matters. Lead and support the personal tax team, offering mentoring and technical guidance. Oversee and review complex personal tax returns, ensuring accuracy and compliance. Provide bespoke tax planning and structuring advice aligned with clients' financial goals. Collaborate with other departments to deliver a holistic service and identify cross-selling opportunities. Contribute to strategic tax planning, business development, and marketing initiatives. Stay informed of legislative changes and represent the firm in client meetings and external networking events. Personal Tax Senior Manager Job Requirements ACA/ACCA/CTA qualified (or equivalent); STEP or Probate Practitioner is desirable. Significant experience in private client tax, preferably within an accountancy practice. Strong technical knowledge of UK tax legislation and compliance. Demonstrable leadership experience and the ability to mentor staff effectively Excellent communication skills and a consultative, client-first approach. Personal Tax Senior Manager Salary & Benefits Flexible 37.5-hour work week (9:00 am - 5:30 pm) Holiday Package: 28 days + 8 bank holidays Hybrid Working: 3 days in the office, 2 days from home Progression: Clear pathway to Director-level role Study Support: CTA, ACCA, and other relevant qualifications Regular team socials, including days at the races Monthly dress-down Fridays Supportive and people-focused working environment Pension Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries. We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for.
Rogers & Norton Solicitors are seeking a talented and motivated Private Client Solicitor (minimum 3 years PQE) or CILEx member with relevant experience in Private Client matters, to join our team at our Dereham office. This is a fantastic opportunity for a solicitor looking to take the next step in their career, with real prospects for progression. You'll play a key role in developing and building a Private Client team at our Dereham office in a thriving and supportive environment. The successful candidate will independently manage a varied caseload including Wills, Probate, Estate Administration, Trusts, Tax Planning, and Lasting Powers of Attorney. The candidate will build and maintain strong relationships with clients and referrers, helping drive the growth and profile of the Private Client team in Dereham. In return for working with us, we offer a competitive salary and benefits package which includes a profit-share bonus, Bupa cash plan health cover, enhanced pension, death in service benefit and discounted personal legal services. This is a full time, permanent position, but flexible arrangements will be considered for exceptional candidates. If you would like to discuss the role in more detail please email Ellie Walpole, HR Manager at . To apply please complete the online application form on our website or email with a copy of your CV.
Jun 21, 2025
Full time
Rogers & Norton Solicitors are seeking a talented and motivated Private Client Solicitor (minimum 3 years PQE) or CILEx member with relevant experience in Private Client matters, to join our team at our Dereham office. This is a fantastic opportunity for a solicitor looking to take the next step in their career, with real prospects for progression. You'll play a key role in developing and building a Private Client team at our Dereham office in a thriving and supportive environment. The successful candidate will independently manage a varied caseload including Wills, Probate, Estate Administration, Trusts, Tax Planning, and Lasting Powers of Attorney. The candidate will build and maintain strong relationships with clients and referrers, helping drive the growth and profile of the Private Client team in Dereham. In return for working with us, we offer a competitive salary and benefits package which includes a profit-share bonus, Bupa cash plan health cover, enhanced pension, death in service benefit and discounted personal legal services. This is a full time, permanent position, but flexible arrangements will be considered for exceptional candidates. If you would like to discuss the role in more detail please email Ellie Walpole, HR Manager at . To apply please complete the online application form on our website or email with a copy of your CV.
About the Firm A highly regarded SME law firm blends technical excellence with a deeply personal approach. The Private Client team delivers peace of mind, be it from simple Will drafting, probate and estate administration through to more complex lifetime tax efficiency and next generation wealth preservation. With welcoming, relaxed offices and a culture that puts people first, the firm offers a work environment where professionalism meets personality, serious about the work, never about ego. What the Role Involves The Private Client Tax Solicitor will play a key role in delivering strategic, high-level tax planning to individuals, families, and trustees. Working closely with legal and financial advisers, they will lead on a range of sophisticated, cross-disciplinary matters, including: Inheritance Tax & Estate Planning - Crafting bespoke IHT strategies using lifetime and Will trusts, planning for business property relief, and structuring multi-generational succession arrangements. Capital Gains & Income Tax Advisory - Advising on CGT and income tax for individuals and trusts, particularly in connection with estate planning, property transactions, investments, and pensions. Trust Structuring & Compliance - Designing, implementing, and maintaining trust structures (onshore and offshore), managing compliance, reporting, and HMRC interaction. Personal Tax, Domicile & Non Dom Issues - Supporting clients with self-assessment, property disclosures, remittance basis planning, non-dom strategies, and tax relief optimisation (including ISAs, pensions, and EIS/VCTs). Cross-Team Collaboration - Working alongside wealth managers, accountants, family offices, and private banks to deliver joined-up advice. Client Relationships & Thought Leadership - Acting as a trusted technical advisor, presenting ideas clearly and building long-term client rapport, while remaining current on legislation and policy shifts. The Ideal Candidate The successful candidate will be technically strong and highly personable, with the ability to balance analytical rigour with a human-centred approach. The person specification reads something like this: There is flexibility on experience, from NQ through to Senior Associate. STEP and/or CTA qualification (or be actively pursuing either) Know across IHT, CGT, income tax, and trust planning Confidence in advising on personal tax compliance, domicile status, and maybe non-dom planning Outstanding communication skills and a proven ability to engage clients and colleagues alike A collaborative, flexible working style suited to a close-knit, entrepreneurial team Why Join Meaningful Impact - The role offers the opportunity to make a tangible difference in clients' lives by safeguarding wealth and legacy High-Calibre Colleagues - Work within a team of experienced professionals in a non-hierarchical, supportive culture Flexibility & Autonomy - Roel could be full time orr part time, with hybrid, flexible hours and trust-based autonomy Professional Development - Enjoy access to strong mentorship, specialist training, and cross-disciplinary collaboration to grow technical and strategic skills This is an excellent opportunity for an ambitious and personable Private Client Tax expert to join a highly regarded law firm, that values both expertise and empathy. Applications are welcomed from individuals who are ready to bring their talents to a firm where legal advice is delivered with heart as well as brains. Salary will be dependent on experience, which will be determined at interview, and candidates are encouraged to reach out if expectations are above the envisaged range of £60,000 to £80,000. Contact Jonathan Nolan, Associate Director , for a confidential chat, give me a nudge on Linkedin or apply now through the job ad for immediate consideration and feedback.
Jun 21, 2025
Full time
About the Firm A highly regarded SME law firm blends technical excellence with a deeply personal approach. The Private Client team delivers peace of mind, be it from simple Will drafting, probate and estate administration through to more complex lifetime tax efficiency and next generation wealth preservation. With welcoming, relaxed offices and a culture that puts people first, the firm offers a work environment where professionalism meets personality, serious about the work, never about ego. What the Role Involves The Private Client Tax Solicitor will play a key role in delivering strategic, high-level tax planning to individuals, families, and trustees. Working closely with legal and financial advisers, they will lead on a range of sophisticated, cross-disciplinary matters, including: Inheritance Tax & Estate Planning - Crafting bespoke IHT strategies using lifetime and Will trusts, planning for business property relief, and structuring multi-generational succession arrangements. Capital Gains & Income Tax Advisory - Advising on CGT and income tax for individuals and trusts, particularly in connection with estate planning, property transactions, investments, and pensions. Trust Structuring & Compliance - Designing, implementing, and maintaining trust structures (onshore and offshore), managing compliance, reporting, and HMRC interaction. Personal Tax, Domicile & Non Dom Issues - Supporting clients with self-assessment, property disclosures, remittance basis planning, non-dom strategies, and tax relief optimisation (including ISAs, pensions, and EIS/VCTs). Cross-Team Collaboration - Working alongside wealth managers, accountants, family offices, and private banks to deliver joined-up advice. Client Relationships & Thought Leadership - Acting as a trusted technical advisor, presenting ideas clearly and building long-term client rapport, while remaining current on legislation and policy shifts. The Ideal Candidate The successful candidate will be technically strong and highly personable, with the ability to balance analytical rigour with a human-centred approach. The person specification reads something like this: There is flexibility on experience, from NQ through to Senior Associate. STEP and/or CTA qualification (or be actively pursuing either) Know across IHT, CGT, income tax, and trust planning Confidence in advising on personal tax compliance, domicile status, and maybe non-dom planning Outstanding communication skills and a proven ability to engage clients and colleagues alike A collaborative, flexible working style suited to a close-knit, entrepreneurial team Why Join Meaningful Impact - The role offers the opportunity to make a tangible difference in clients' lives by safeguarding wealth and legacy High-Calibre Colleagues - Work within a team of experienced professionals in a non-hierarchical, supportive culture Flexibility & Autonomy - Roel could be full time orr part time, with hybrid, flexible hours and trust-based autonomy Professional Development - Enjoy access to strong mentorship, specialist training, and cross-disciplinary collaboration to grow technical and strategic skills This is an excellent opportunity for an ambitious and personable Private Client Tax expert to join a highly regarded law firm, that values both expertise and empathy. Applications are welcomed from individuals who are ready to bring their talents to a firm where legal advice is delivered with heart as well as brains. Salary will be dependent on experience, which will be determined at interview, and candidates are encouraged to reach out if expectations are above the envisaged range of £60,000 to £80,000. Contact Jonathan Nolan, Associate Director , for a confidential chat, give me a nudge on Linkedin or apply now through the job ad for immediate consideration and feedback.
Trust Manager - STEP/CTA Top 30 Practice Location London Type Permanent Trust Manager - STEP/CTA Top 30 Practice London / Hybrid Our client is one of the leading top 30 accountancy practices in the UK. As part of an ongoing programme of growth they are looking for someone to become a key member of the Trust team based in their lovely offices right in the heart of London. Reporting directly to the Partners and Directors you will be responsible for an interesting and varied portfolio that will include charitable trusts. Ideally you will have an excellent understanding of trusts, be credible and have the ability to build confidence, respect and trust in others. You will also have CTA and STEP qualifications and an understanding of the whole process of estate and probate administration would be advantageous. This is a superb opportunity to joining a great team with a wonderful working culture where your input and experience will genuinely be valued. As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Jun 20, 2025
Full time
Trust Manager - STEP/CTA Top 30 Practice Location London Type Permanent Trust Manager - STEP/CTA Top 30 Practice London / Hybrid Our client is one of the leading top 30 accountancy practices in the UK. As part of an ongoing programme of growth they are looking for someone to become a key member of the Trust team based in their lovely offices right in the heart of London. Reporting directly to the Partners and Directors you will be responsible for an interesting and varied portfolio that will include charitable trusts. Ideally you will have an excellent understanding of trusts, be credible and have the ability to build confidence, respect and trust in others. You will also have CTA and STEP qualifications and an understanding of the whole process of estate and probate administration would be advantageous. This is a superb opportunity to joining a great team with a wonderful working culture where your input and experience will genuinely be valued. As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
This role is open only for applicants who are based in Kent. Perrys are looking to recruit a trainee accountant for our Orpington office. The role offers on-the-job training whilst studying towards your ACCA or ACA qualification. This is a full-time office-based role, so that you can learn from those around you to become a fully qualified accountant. Experience / Qualifications: Sufficient qualifications to begin studying towards the ACCA or ACA qualification (the minimum entry is either A-levels or AAT qualification) IT skills Driving licence required Responsibilities: Working in the office and at clients to prepare accounts as required Carrying out audits and preparing tax computations Assistance with answering the phones and dealing with client queries Reporting to the manager/partner within the office and assisting with tasks given to them The above is not an extensive list and other ad hoc duties within the office will arise as part of the role Benefits: Full study package included for either the ACCA or ACA qualification Flexible start and finish times (start between 8am and 10am, then finish between 4.30pm and 6.30pm) Cashplan benefit Group life of 5 x salary Company description Perrys has been established for over 40 years and has seven offices - one in London and six in Kent. We offer accounting, auditing and taxation services to a wide range of clients together with a number of other services to include property accounting, Wills and probate, IHT planning, payroll and bookkeeping. How to apply If you would like to be considered for this opportunity, please email an up-to-date copy of your CV to the link provided & we will be in direct contact. Skills or
Jun 13, 2025
Full time
This role is open only for applicants who are based in Kent. Perrys are looking to recruit a trainee accountant for our Orpington office. The role offers on-the-job training whilst studying towards your ACCA or ACA qualification. This is a full-time office-based role, so that you can learn from those around you to become a fully qualified accountant. Experience / Qualifications: Sufficient qualifications to begin studying towards the ACCA or ACA qualification (the minimum entry is either A-levels or AAT qualification) IT skills Driving licence required Responsibilities: Working in the office and at clients to prepare accounts as required Carrying out audits and preparing tax computations Assistance with answering the phones and dealing with client queries Reporting to the manager/partner within the office and assisting with tasks given to them The above is not an extensive list and other ad hoc duties within the office will arise as part of the role Benefits: Full study package included for either the ACCA or ACA qualification Flexible start and finish times (start between 8am and 10am, then finish between 4.30pm and 6.30pm) Cashplan benefit Group life of 5 x salary Company description Perrys has been established for over 40 years and has seven offices - one in London and six in Kent. We offer accounting, auditing and taxation services to a wide range of clients together with a number of other services to include property accounting, Wills and probate, IHT planning, payroll and bookkeeping. How to apply If you would like to be considered for this opportunity, please email an up-to-date copy of your CV to the link provided & we will be in direct contact. Skills or
Our client is seeking a Legal Secretary to join their esteemed Private Client team, the role involves providing secretarial and administrative support to at least two Fee Earners while ensuring outstanding client service. The Private Client team is one of the largest and most experienced in the area, comprising four partners, one consultant, three senior associates, six solicitors, a Court of Protection manager, and four legal assistants. The Firm: Our client is a distinguished law firm, ranked in the Top 500 and holding numerous prestigious accreditations in recognition of their exceptional legal advice. With a rich history spanning two centuries, they have cultivated a strong and respected presence as a premier law firm in the Hertfordshire and London regions. Committed to progress, they are continually evolving and have a dedicated team of over 100 professionals. What will be expected of you? Handle incoming telephone calls, assisting clients with enquiries when the lawyer is unavailable. Welcome and assist clients visiting the office without appointments, addressing queries, taking messages, and making detailed file notes on behalf of the lawyers. Open and close client files in accordance with standard procedures, including conducting online money laundering checks and supporting manual risk management checks. Communicate with clients as instructed by lawyers. Manage lawyers' diaries, schedule appointments, and coordinate internal and external meetings, including booking meeting rooms and arranging refreshments. Organise outgoing post and emails efficiently. Maintain internal and client files, ensuring all information is consistently up-to-date. Provide typing support for lawyers, including drafting standard letters and forms for lawyer approval. Handle general document management, including requesting and logging deeds entering and leaving the firm. Coordinate with the accounts team to ensure accurate and timely financial administration, including processing transaction requisitions through the Peppermint system, recording cheque details, and passing them to accounts. Input client and potential client contact details into Peppermint, Isokon (probate case management system), and Hoowla (residential case management system). Perform general administrative tasks such as photocopying and archiving files. Maintain a clean, organised office environment. Report any issues with IT, telephones, or printers. Collaborate with the wider team, providing secretarial and telephone cover as needed. Assist with client and administrative matters, including risk management tasks. Adhere to firm policies and procedures, demonstrating compliance and familiarity at all times. Is this the position for you? Previous secretarial experience in a law firm is desirable. Strong client relationship skills with a confident approach. Good understanding of client service and the context of the work. Fast, accurate keyboard skills (minimum 50 wpm). Excellent grammar, spelling, and communication skills. Proficient in relevant software packages and case management systems. High level of organisation with the ability to prioritise tasks. Initiative and willingness to take direction and feedback positively. Ability to remain calm under pressure. Punctual with good timekeeping. Smart, professional appearance. Attention to detail. Trustworthy and reliable. PLEASE CHECK YOUR EMAIL (INCLUDING SPAM FOLDER) FOR CONFIRMATION YOUR APPLICATION HAS BEEN RECEIVED. In accordance with (url removed)
Jun 10, 2025
Full time
Our client is seeking a Legal Secretary to join their esteemed Private Client team, the role involves providing secretarial and administrative support to at least two Fee Earners while ensuring outstanding client service. The Private Client team is one of the largest and most experienced in the area, comprising four partners, one consultant, three senior associates, six solicitors, a Court of Protection manager, and four legal assistants. The Firm: Our client is a distinguished law firm, ranked in the Top 500 and holding numerous prestigious accreditations in recognition of their exceptional legal advice. With a rich history spanning two centuries, they have cultivated a strong and respected presence as a premier law firm in the Hertfordshire and London regions. Committed to progress, they are continually evolving and have a dedicated team of over 100 professionals. What will be expected of you? Handle incoming telephone calls, assisting clients with enquiries when the lawyer is unavailable. Welcome and assist clients visiting the office without appointments, addressing queries, taking messages, and making detailed file notes on behalf of the lawyers. Open and close client files in accordance with standard procedures, including conducting online money laundering checks and supporting manual risk management checks. Communicate with clients as instructed by lawyers. Manage lawyers' diaries, schedule appointments, and coordinate internal and external meetings, including booking meeting rooms and arranging refreshments. Organise outgoing post and emails efficiently. Maintain internal and client files, ensuring all information is consistently up-to-date. Provide typing support for lawyers, including drafting standard letters and forms for lawyer approval. Handle general document management, including requesting and logging deeds entering and leaving the firm. Coordinate with the accounts team to ensure accurate and timely financial administration, including processing transaction requisitions through the Peppermint system, recording cheque details, and passing them to accounts. Input client and potential client contact details into Peppermint, Isokon (probate case management system), and Hoowla (residential case management system). Perform general administrative tasks such as photocopying and archiving files. Maintain a clean, organised office environment. Report any issues with IT, telephones, or printers. Collaborate with the wider team, providing secretarial and telephone cover as needed. Assist with client and administrative matters, including risk management tasks. Adhere to firm policies and procedures, demonstrating compliance and familiarity at all times. Is this the position for you? Previous secretarial experience in a law firm is desirable. Strong client relationship skills with a confident approach. Good understanding of client service and the context of the work. Fast, accurate keyboard skills (minimum 50 wpm). Excellent grammar, spelling, and communication skills. Proficient in relevant software packages and case management systems. High level of organisation with the ability to prioritise tasks. Initiative and willingness to take direction and feedback positively. Ability to remain calm under pressure. Punctual with good timekeeping. Smart, professional appearance. Attention to detail. Trustworthy and reliable. PLEASE CHECK YOUR EMAIL (INCLUDING SPAM FOLDER) FOR CONFIRMATION YOUR APPLICATION HAS BEEN RECEIVED. In accordance with (url removed)
Senior Finance Operations Manager (Jersey) Application Deadline: 30 June 2025 Department: Finance Employment Type: Permanent - Full Time Location: Jersey Reporting To: Head of Finance Description Purpose of the job Working as part of our central Finance team, the successful candidate will be responsible for overseeing the day-to-day finance operations of the firm, ensuring compliance with regulatory requirements and internal policies. Leading and developing a team of finance administrators, the role will focus on delivering efficient end to end financial processes, driving continuous improvements and financial performance levels. The successful candidate will be a key point of contact between the Finance team and other departments, ensuring a smooth financial operation that supports the firm's overall objectives. Key Responsibilities Team Leadership Lead, manage, and develop a team of finance administrators, providing guidance, training, and support. Ensure workload is effectively allocated across the team to maintain efficiency and accuracy in all finance operations. Conduct performance reviews, set objectives, and foster a culture of continuous improvement and accountability. Finance Operations and Compliance Oversee daily finance operations, including billing, credit control, cashiering, bank reconciliations, accounts payable, client payments, staff expenses and other financial processes and investigations. Manage month end finance operations processes for all Bedell Cristin in house entities, including bank reconciliation reviews. Manage client accounting processes, ensuring funds are handled correctly and reconciliations are completed in a timely manner. Work closely with the firm's Financial Controller and Management Accountant to monitor cash flow and ensure that the firm has sufficient liquidity to meet its obligations. Ensure compliance with local law society regulations, Anti-Money Laundering (AML) regulations, and other relevant legal and regulatory requirements. Establish and maintain robust financial controls, policies and procedures, ensuring active monitoring and enforcement of those controls. Manage the banking relationships, including maintenance of bank mandates, online platforms and opening of new accounts. Process Improvement and Stakeholder Management Work closely with fee earners, partners, and other departments to resolve finance-related queries and ensure smooth financial operations. Assist in financial investigations and the successful delivery of audits for all Bedell Cristin in house entities, ensuring timely and accurate reporting of findings. Support the development and enforcement of finance policies. Qualifications Professional accounting qualification (e.g., ACCA, CIMA, CPA) Knowledge/skills/experience Experience in a senior finance operations role, preferably within a law firm or professional services environment. Excellent communication and stakeholder management skills, with the ability to interact effectively at all levels. Strong leadership and team management experience, with a proven ability to develop and motivate a team. Experience in process improvement initiatives and implementing financial controls. In-depth knowledge of legal finance operations, including local law society accounts rules, client accounting, probate administration and regulatory compliance. Strong organisational skills and the ability to manage multiple priorities and deadlines. Strong analytical and problem-solving skills, with high attention to detail. Experience with financial systems and legal practice management software (preferably Aderant). Strong IT skills in Microsoft applications, particularly Excel, with an eye for detail and diligence to ensure accuracy of system, process and output Competencies We would like you to have: Demonstrated leadership and team management skills Excellent interpersonal and communication skills at all levels Strong analytical and problem-solving approach Ability to manage demanding priorities and deadlines Strong organisational skills and a meticulous attention to detail Proficiency with MS Office Suite, in particular Excel In this role you will be expected to: Behave in a manner in keeping with our core culture and values. Adhere to all policies, procedures and regulations including those around anti-money laundering and terrorist financing. Commit to fulfilling any personal CPD requirements and continually developing your skills and knowledge.
Jun 10, 2025
Full time
Senior Finance Operations Manager (Jersey) Application Deadline: 30 June 2025 Department: Finance Employment Type: Permanent - Full Time Location: Jersey Reporting To: Head of Finance Description Purpose of the job Working as part of our central Finance team, the successful candidate will be responsible for overseeing the day-to-day finance operations of the firm, ensuring compliance with regulatory requirements and internal policies. Leading and developing a team of finance administrators, the role will focus on delivering efficient end to end financial processes, driving continuous improvements and financial performance levels. The successful candidate will be a key point of contact between the Finance team and other departments, ensuring a smooth financial operation that supports the firm's overall objectives. Key Responsibilities Team Leadership Lead, manage, and develop a team of finance administrators, providing guidance, training, and support. Ensure workload is effectively allocated across the team to maintain efficiency and accuracy in all finance operations. Conduct performance reviews, set objectives, and foster a culture of continuous improvement and accountability. Finance Operations and Compliance Oversee daily finance operations, including billing, credit control, cashiering, bank reconciliations, accounts payable, client payments, staff expenses and other financial processes and investigations. Manage month end finance operations processes for all Bedell Cristin in house entities, including bank reconciliation reviews. Manage client accounting processes, ensuring funds are handled correctly and reconciliations are completed in a timely manner. Work closely with the firm's Financial Controller and Management Accountant to monitor cash flow and ensure that the firm has sufficient liquidity to meet its obligations. Ensure compliance with local law society regulations, Anti-Money Laundering (AML) regulations, and other relevant legal and regulatory requirements. Establish and maintain robust financial controls, policies and procedures, ensuring active monitoring and enforcement of those controls. Manage the banking relationships, including maintenance of bank mandates, online platforms and opening of new accounts. Process Improvement and Stakeholder Management Work closely with fee earners, partners, and other departments to resolve finance-related queries and ensure smooth financial operations. Assist in financial investigations and the successful delivery of audits for all Bedell Cristin in house entities, ensuring timely and accurate reporting of findings. Support the development and enforcement of finance policies. Qualifications Professional accounting qualification (e.g., ACCA, CIMA, CPA) Knowledge/skills/experience Experience in a senior finance operations role, preferably within a law firm or professional services environment. Excellent communication and stakeholder management skills, with the ability to interact effectively at all levels. Strong leadership and team management experience, with a proven ability to develop and motivate a team. Experience in process improvement initiatives and implementing financial controls. In-depth knowledge of legal finance operations, including local law society accounts rules, client accounting, probate administration and regulatory compliance. Strong organisational skills and the ability to manage multiple priorities and deadlines. Strong analytical and problem-solving skills, with high attention to detail. Experience with financial systems and legal practice management software (preferably Aderant). Strong IT skills in Microsoft applications, particularly Excel, with an eye for detail and diligence to ensure accuracy of system, process and output Competencies We would like you to have: Demonstrated leadership and team management skills Excellent interpersonal and communication skills at all levels Strong analytical and problem-solving approach Ability to manage demanding priorities and deadlines Strong organisational skills and a meticulous attention to detail Proficiency with MS Office Suite, in particular Excel In this role you will be expected to: Behave in a manner in keeping with our core culture and values. Adhere to all policies, procedures and regulations including those around anti-money laundering and terrorist financing. Commit to fulfilling any personal CPD requirements and continually developing your skills and knowledge.
Are you a Private Client Solicitor, CILEX or Probate Manager seeking a role part-time which also offers some home working? You will be joining this Lexcel Accredited 8 Partner 3 office practice based in East Sussex where you will be overseeing an existing caseload which includes Wills, POAs, Probate & Estate work and advising individuals/the elderly on IHT & CGT matters. Some experience with Trusts and COP work would be preferred. The successful individual will also be working alongside a Private Client Solicitor who currently works from the firms Hailsham office 2 days a week - hence the need for someone part-time (3-4 days). Individuals should either be qualified Solicitors (2yrs+), CILEXs or experienced Probate Executives/Trust Managers with over 5yrs fee earning experience. Individuals should be IT literate and be comfortable working with online accounts (e.g. the online court system, anti-money laundering searches, legal library and precedent forms etc.). A Generous Salary. Bonus, Benefits and future Partnership are all on offer.
Jun 06, 2025
Full time
Are you a Private Client Solicitor, CILEX or Probate Manager seeking a role part-time which also offers some home working? You will be joining this Lexcel Accredited 8 Partner 3 office practice based in East Sussex where you will be overseeing an existing caseload which includes Wills, POAs, Probate & Estate work and advising individuals/the elderly on IHT & CGT matters. Some experience with Trusts and COP work would be preferred. The successful individual will also be working alongside a Private Client Solicitor who currently works from the firms Hailsham office 2 days a week - hence the need for someone part-time (3-4 days). Individuals should either be qualified Solicitors (2yrs+), CILEXs or experienced Probate Executives/Trust Managers with over 5yrs fee earning experience. Individuals should be IT literate and be comfortable working with online accounts (e.g. the online court system, anti-money laundering searches, legal library and precedent forms etc.). A Generous Salary. Bonus, Benefits and future Partnership are all on offer.
(Note: in addition to these functions employees are required to carry out such other duties as may reasonably be required.) Become a key member of our Trust Team looking after the accounting, administration, and tax affairs of UK resident trusts. The work is varied and high quality and there is also the opportunity to become involved with non-UK resident trusts, deceased estates, and personal tax, if desired. Responsibilities Preparation of annual trust accounts Preparation of self-assessment tax returns for family trusts Day to day trust record keeping and assisting with trust administration Calculation of tax liabilities and advising on payment of tax due under self-assessment Correspondence with clients, beneficiaries and HMRC Assisting managers with routine trust planning, such as utilisation of losses and distributions to beneficiaries Responsible for the annual compliance work on his or her own portfolio of clients and willing to assist with the training and mentoring of Apprentices Experience of charitable trusts would be advantageous A working knowledge of CCH Trust Accounts and CCH Personal Tax would be advantageous, but training will be provided. The firm uses CCH Practice Management System. Qualifications/Education Required The successful candidate is likely to have at least 2-3 years' experience of working within the private client department of an accountancy or legal practice, ideally with experience of trust accounting and administration Qualified or studying towards/willing to study towards ACCA, CTA or STEP Some experience of charitable trusts, probate work, estate accounts and personal tax would be advantageous but not essential Ability to work as part of a team with minimal supervision Takes care to produce reliable work to a good standard with a keen eye for detail Organised, accurate timesheet recording and monitoring of own chargeability Shows initiative and seeks help with any potential issues identified Excellent IT skills along with a willingness to adapt and evolve in this digital age Motivated, resilient with a positive outlook and a willingness to learn and develop About Mercer & Hole Mercer & Hole is an independent firm since being founded in 1905. Today, we are proud to say that we are a growing top 40 accountancy firm performing Audit, Corporate Tax, and advisory work. We are also a top 20 UK firm for both private client tax work and financial planning. The firm is led by 24 partners, many of whom are top 4 trained, and we value teamwork with over 240 staff across four locations in the UK, with our flagship office in the heart of the City in Lombard Street. We work with businesses and individuals and provide a quality, personalised service with high levels of expertise across all aspects of audit, accountancy, tax, and financial planning. We have the technical knowledge and excellence, but we also aim to give our clients practical options, and always make complex issues easy to understand. The secret to our success is a commitment to deliver only the best for our clients and to exceed their expectations from our initial contact and throughout our relationship. We are recognised for being friendly and approachable, taking the time to get to know our clients as people so that we understand what is important to them, their business ventures, and their family commitments. The firm has a varied, international client base and an international presence as we are founding members of The International Accounting Group and TAG Law which aligns over 16,000 professionals globally. Making a Difference People and businesses are facing unprecedented change. Across all sectors, business owners, Boards and Executive Management Teams must continually re-evaluate their position and make tough decisions that will affect their future goals and those of their organisations. We work with a range of clients from start-ups, SMEs and larger corporations, including listed business, across a wide scope of industry sectors to provide them with a range of specialised services. At Mercer & Hole, we are known for our exceptional level of client care. We believe taking time to get to know our clients gives us a greater understanding of their business goals to provide real value. Our Values We really want to attract and retain individuals who share our Values: Together The firm with the family feel. Express gratitude. Smile. Be humble and confident. Have fun. Resilient Change is imminent, and business is imperfect. Be open minded & agile. Assume positive intent and exercise the power of positive thinking. Supportive We support what is important to you and show kindness in our behaviour to each other. We encourage each other to realise our potential. We strive to be the best, innovate and always do exceptional work. That's who we are and what our clients deserve.
Jun 04, 2025
Full time
(Note: in addition to these functions employees are required to carry out such other duties as may reasonably be required.) Become a key member of our Trust Team looking after the accounting, administration, and tax affairs of UK resident trusts. The work is varied and high quality and there is also the opportunity to become involved with non-UK resident trusts, deceased estates, and personal tax, if desired. Responsibilities Preparation of annual trust accounts Preparation of self-assessment tax returns for family trusts Day to day trust record keeping and assisting with trust administration Calculation of tax liabilities and advising on payment of tax due under self-assessment Correspondence with clients, beneficiaries and HMRC Assisting managers with routine trust planning, such as utilisation of losses and distributions to beneficiaries Responsible for the annual compliance work on his or her own portfolio of clients and willing to assist with the training and mentoring of Apprentices Experience of charitable trusts would be advantageous A working knowledge of CCH Trust Accounts and CCH Personal Tax would be advantageous, but training will be provided. The firm uses CCH Practice Management System. Qualifications/Education Required The successful candidate is likely to have at least 2-3 years' experience of working within the private client department of an accountancy or legal practice, ideally with experience of trust accounting and administration Qualified or studying towards/willing to study towards ACCA, CTA or STEP Some experience of charitable trusts, probate work, estate accounts and personal tax would be advantageous but not essential Ability to work as part of a team with minimal supervision Takes care to produce reliable work to a good standard with a keen eye for detail Organised, accurate timesheet recording and monitoring of own chargeability Shows initiative and seeks help with any potential issues identified Excellent IT skills along with a willingness to adapt and evolve in this digital age Motivated, resilient with a positive outlook and a willingness to learn and develop About Mercer & Hole Mercer & Hole is an independent firm since being founded in 1905. Today, we are proud to say that we are a growing top 40 accountancy firm performing Audit, Corporate Tax, and advisory work. We are also a top 20 UK firm for both private client tax work and financial planning. The firm is led by 24 partners, many of whom are top 4 trained, and we value teamwork with over 240 staff across four locations in the UK, with our flagship office in the heart of the City in Lombard Street. We work with businesses and individuals and provide a quality, personalised service with high levels of expertise across all aspects of audit, accountancy, tax, and financial planning. We have the technical knowledge and excellence, but we also aim to give our clients practical options, and always make complex issues easy to understand. The secret to our success is a commitment to deliver only the best for our clients and to exceed their expectations from our initial contact and throughout our relationship. We are recognised for being friendly and approachable, taking the time to get to know our clients as people so that we understand what is important to them, their business ventures, and their family commitments. The firm has a varied, international client base and an international presence as we are founding members of The International Accounting Group and TAG Law which aligns over 16,000 professionals globally. Making a Difference People and businesses are facing unprecedented change. Across all sectors, business owners, Boards and Executive Management Teams must continually re-evaluate their position and make tough decisions that will affect their future goals and those of their organisations. We work with a range of clients from start-ups, SMEs and larger corporations, including listed business, across a wide scope of industry sectors to provide them with a range of specialised services. At Mercer & Hole, we are known for our exceptional level of client care. We believe taking time to get to know our clients gives us a greater understanding of their business goals to provide real value. Our Values We really want to attract and retain individuals who share our Values: Together The firm with the family feel. Express gratitude. Smile. Be humble and confident. Have fun. Resilient Change is imminent, and business is imperfect. Be open minded & agile. Assume positive intent and exercise the power of positive thinking. Supportive We support what is important to you and show kindness in our behaviour to each other. We encourage each other to realise our potential. We strive to be the best, innovate and always do exceptional work. That's who we are and what our clients deserve.
Perrys are looking to recruit a trainee accountant for our Tunbridge Wells office. The role offers on the job training whilst studying towards your ACCA or ACA qualification. The practice offers flexible start and finish times together with a cashplan benefit, group life and excellent career prospects for the right candidate. Experience / Qualifications: Sufficient qualifications to begin studying towards the ACCA or ACA qualification (the minimum entry is either A-levels or AAT qualification) IT skills Driving licence required Responsibilities: Working in the office and at clients to prepare accounts as required Carrying out audits and preparing tax computations Assistance with answering the phones and dealing with client queries Reporting to the manager/partner within the office and assisting with tasks given to them The above is not an extensive list and other ad hoc duties within the office will arise as part of the role Company description Perrys has been established for over 40 years and has seven offices - one in London and six in Kent. We offer accounting, auditing and taxation services to a wide range of clients together with a number of other services to include property accounting, Wills and probate, IHT planning, payroll and bookkeeping. How to Apply If you would like to be considered for this opportunity, please email an up to date copy of your CV to the link provided & we will be in direct contact. Skills or
Mar 10, 2025
Full time
Perrys are looking to recruit a trainee accountant for our Tunbridge Wells office. The role offers on the job training whilst studying towards your ACCA or ACA qualification. The practice offers flexible start and finish times together with a cashplan benefit, group life and excellent career prospects for the right candidate. Experience / Qualifications: Sufficient qualifications to begin studying towards the ACCA or ACA qualification (the minimum entry is either A-levels or AAT qualification) IT skills Driving licence required Responsibilities: Working in the office and at clients to prepare accounts as required Carrying out audits and preparing tax computations Assistance with answering the phones and dealing with client queries Reporting to the manager/partner within the office and assisting with tasks given to them The above is not an extensive list and other ad hoc duties within the office will arise as part of the role Company description Perrys has been established for over 40 years and has seven offices - one in London and six in Kent. We offer accounting, auditing and taxation services to a wide range of clients together with a number of other services to include property accounting, Wills and probate, IHT planning, payroll and bookkeeping. How to Apply If you would like to be considered for this opportunity, please email an up to date copy of your CV to the link provided & we will be in direct contact. Skills or
Probate Case Manager Starting at £50k + quarterly bonus 6% Full Time, Permanent Flexible Working - Fully Remote, Bristol Office or the Bristol Office with hybrid working options available Our client is looking for an experienced Probate Case Manager to join them at an extremely exciting time in the business s growth, to help them deliver their award-winning estate administration service to their clients. At our client, they pride themselves on flexibility and transparency for their clients and employees. Their products are offered in a flat fee structure, meaning that whilst their employees work on challenging caseloads, you don t work in a fee earning model. This allows them to offer flexibility, hybrid working and a fantastic work-life balance. About Our Client Our client aims to be the most successful and respected estate administration business in the UK. A regulated business founded in 2002, they only do one thing, estate administration. Their business has a crystal-clear vision, to be the service provider that every bereaved family turns to and is totally focused on its purpose, helping families to move on following a bereavement. They are committed to transparent and fair pricing and customers are at the heart of everything that they do. They add value to their partners business propositions and provide their clients with innovative, highly focused customer service. Their business partners include Will writers, financial advisers, financial corporates, funeral directors and solicitors (through their long-standing brand). As a Probate Case Manager, you will be: Owning a complex case load of approximately 40 files Due to the nature of the business partners they work with, the caseload you will be responsible for will be very varied and develop the knowledge of even the most experienced case managers Coaching, mentoring and developing their team of case managers Work closely with their Legal Services Director on unique and complex matters The Ideal Candidate: Qualifications are desirable but not essential. They are looking for individuals with a solid probate administration or technical background, but you must have some of the following experience: Extensive end-to-end probate administration Managing escalations and technical questions Several years in a customer service or private client focused environment What They Offer: 25 days plus bank holidays, increasing annually to 30 Health Cash Plan Cash back for Dental, optical, and other treatments Employee discounts across a range of high street products Variety of salary sacrifice benefits such as tech vouchers, dental and holiday buy Income protection insurance Life assurance policy Enhanced family leave Cycle to work scheme Employee Assistance Programme Flexible working options across most roles If this role sounds like the perfect role for you, then get in touch and apply today!
Mar 06, 2025
Full time
Probate Case Manager Starting at £50k + quarterly bonus 6% Full Time, Permanent Flexible Working - Fully Remote, Bristol Office or the Bristol Office with hybrid working options available Our client is looking for an experienced Probate Case Manager to join them at an extremely exciting time in the business s growth, to help them deliver their award-winning estate administration service to their clients. At our client, they pride themselves on flexibility and transparency for their clients and employees. Their products are offered in a flat fee structure, meaning that whilst their employees work on challenging caseloads, you don t work in a fee earning model. This allows them to offer flexibility, hybrid working and a fantastic work-life balance. About Our Client Our client aims to be the most successful and respected estate administration business in the UK. A regulated business founded in 2002, they only do one thing, estate administration. Their business has a crystal-clear vision, to be the service provider that every bereaved family turns to and is totally focused on its purpose, helping families to move on following a bereavement. They are committed to transparent and fair pricing and customers are at the heart of everything that they do. They add value to their partners business propositions and provide their clients with innovative, highly focused customer service. Their business partners include Will writers, financial advisers, financial corporates, funeral directors and solicitors (through their long-standing brand). As a Probate Case Manager, you will be: Owning a complex case load of approximately 40 files Due to the nature of the business partners they work with, the caseload you will be responsible for will be very varied and develop the knowledge of even the most experienced case managers Coaching, mentoring and developing their team of case managers Work closely with their Legal Services Director on unique and complex matters The Ideal Candidate: Qualifications are desirable but not essential. They are looking for individuals with a solid probate administration or technical background, but you must have some of the following experience: Extensive end-to-end probate administration Managing escalations and technical questions Several years in a customer service or private client focused environment What They Offer: 25 days plus bank holidays, increasing annually to 30 Health Cash Plan Cash back for Dental, optical, and other treatments Employee discounts across a range of high street products Variety of salary sacrifice benefits such as tech vouchers, dental and holiday buy Income protection insurance Life assurance policy Enhanced family leave Cycle to work scheme Employee Assistance Programme Flexible working options across most roles If this role sounds like the perfect role for you, then get in touch and apply today!
We have a fantastic opportunity for Send Mini-Bus Drivers to join our Community Care Team based in Bristol. We are looking for experienced drivers who hold a D Licence, D1 Licence (without 101 restriction) or PSV Licence to join our team to deliver care in the community by transporting Special Educational and Disability Needs (SEND) transport for children to and from healthcare facilities, i.e. schools and other learning hubs to repatriation and travel to specialist education centres. As a Driver with EMED you will work as part of a team to transport members of our local communities in a 16-seater, wheelchair accessible vehicle. Some of the benefits can you expect. £15 per hour 20 - 30 hours per week, to be confirmed Split Shifts (Example shifts, these can vary depending on travel time) - 07:00-09:30 and 14:00-16:30 Monday - Friday, term time only Life Assurance - providing colleagues and their family financial peace of mind and protection to the value of £5,000. 24/7 online/telephone GP Consultation and access to prescriptions. 2nd opinion medical support following diagnosis or where a colleague is on a treatment pathway. Cash-plan benefits, providing colleagues the option of protecting themselves in case of illness and recuperation, including dental, optical, chiropody. Access to mental health consultations. Access to physiotherapy consultations. Access to legal advice on domestic issues e.g. motoring offences, wills and probate, and personal injury. Financial guidance re retirement planning, tax savings and state benefits. Long Service Recognition Scheme - recognising colleagues for their continued service after 5 years and at 5-year intervals with an increase in annual leave. Values-based Internal Recognition Scheme with financial reward, which will lead to an annual recognition event. Refer a Friend recruitment incentive scheme with financial rewards. The EMED foundation, to provide support to colleagues and our local communities. Paid holiday entitlement of 28days inclusive of bank holidays Pension Scheme. Blue Light Card. Uniform provided. EAP (Employee Assistance Programme) to support a range of health and wellbeing requirements. Flu vaccination (through an internal campaign in Autumn/Winter). Main Duties: Responsible for a high standard and safe transportation of clients As a Driver with EMED you will work as part of a team to transport members of our local communities in a 16-seater, wheelchair accessible vehicle To report any safeguarding concerns/incidents or accidents to your line manager Undertake all training that is required for the role. Successful candidates will have: A full UK manual driving licence (no more than 6 penalty points) Will hold a Category D Licence, or D1 licence (without 101 restriction) or a PSV Licence Be an effective and confident communicator Strong customer service and people skills Naturally demonstrate team collaboration Please note that this role will be subject to several regulatory pre-employment checks, and you will be asked to provide details of your full employment history should you be invited to an interview. Your HMRC record, available to download from the Government Gateway may help you in preparing this information when required. Our Values Collaborative - We work as one team with a shared purpose to meet the needs of our patients, passengers, colleagues, customers, communities, and the planet. Agile - We listen, learn and adapt to improve the business, each other, and ourselves. Reliable - We do what we say we will do, we take responsibility and we behave with integrity. Empowered - We are confident and committed to taking responsibility to deliver the highest quality service. About Us The exciting merger of ERS Medical and E-Zec Medical has enabled us to rebrand, therefore as a combined business we are now known as EMED Group. We are the largest Patient Transport and Care Partner to the NHS with more than 2,500 colleagues across 50 depots. Our ambition is to continue developing transport services that improve the health and wellbeing for people across our local communities by providing transport that supports patient care, community support, secure mental health and medical courier services. EMED Group are committed to providing equal opportunities and we endeavour to provide an inclusive and safe working culture for all.
Feb 20, 2025
Full time
We have a fantastic opportunity for Send Mini-Bus Drivers to join our Community Care Team based in Bristol. We are looking for experienced drivers who hold a D Licence, D1 Licence (without 101 restriction) or PSV Licence to join our team to deliver care in the community by transporting Special Educational and Disability Needs (SEND) transport for children to and from healthcare facilities, i.e. schools and other learning hubs to repatriation and travel to specialist education centres. As a Driver with EMED you will work as part of a team to transport members of our local communities in a 16-seater, wheelchair accessible vehicle. Some of the benefits can you expect. £15 per hour 20 - 30 hours per week, to be confirmed Split Shifts (Example shifts, these can vary depending on travel time) - 07:00-09:30 and 14:00-16:30 Monday - Friday, term time only Life Assurance - providing colleagues and their family financial peace of mind and protection to the value of £5,000. 24/7 online/telephone GP Consultation and access to prescriptions. 2nd opinion medical support following diagnosis or where a colleague is on a treatment pathway. Cash-plan benefits, providing colleagues the option of protecting themselves in case of illness and recuperation, including dental, optical, chiropody. Access to mental health consultations. Access to physiotherapy consultations. Access to legal advice on domestic issues e.g. motoring offences, wills and probate, and personal injury. Financial guidance re retirement planning, tax savings and state benefits. Long Service Recognition Scheme - recognising colleagues for their continued service after 5 years and at 5-year intervals with an increase in annual leave. Values-based Internal Recognition Scheme with financial reward, which will lead to an annual recognition event. Refer a Friend recruitment incentive scheme with financial rewards. The EMED foundation, to provide support to colleagues and our local communities. Paid holiday entitlement of 28days inclusive of bank holidays Pension Scheme. Blue Light Card. Uniform provided. EAP (Employee Assistance Programme) to support a range of health and wellbeing requirements. Flu vaccination (through an internal campaign in Autumn/Winter). Main Duties: Responsible for a high standard and safe transportation of clients As a Driver with EMED you will work as part of a team to transport members of our local communities in a 16-seater, wheelchair accessible vehicle To report any safeguarding concerns/incidents or accidents to your line manager Undertake all training that is required for the role. Successful candidates will have: A full UK manual driving licence (no more than 6 penalty points) Will hold a Category D Licence, or D1 licence (without 101 restriction) or a PSV Licence Be an effective and confident communicator Strong customer service and people skills Naturally demonstrate team collaboration Please note that this role will be subject to several regulatory pre-employment checks, and you will be asked to provide details of your full employment history should you be invited to an interview. Your HMRC record, available to download from the Government Gateway may help you in preparing this information when required. Our Values Collaborative - We work as one team with a shared purpose to meet the needs of our patients, passengers, colleagues, customers, communities, and the planet. Agile - We listen, learn and adapt to improve the business, each other, and ourselves. Reliable - We do what we say we will do, we take responsibility and we behave with integrity. Empowered - We are confident and committed to taking responsibility to deliver the highest quality service. About Us The exciting merger of ERS Medical and E-Zec Medical has enabled us to rebrand, therefore as a combined business we are now known as EMED Group. We are the largest Patient Transport and Care Partner to the NHS with more than 2,500 colleagues across 50 depots. Our ambition is to continue developing transport services that improve the health and wellbeing for people across our local communities by providing transport that supports patient care, community support, secure mental health and medical courier services. EMED Group are committed to providing equal opportunities and we endeavour to provide an inclusive and safe working culture for all.
Payroll Manager Newton Abbot, Devon TQ12 Permanent, 37.5 hours per week Monday to Friday with 1 day working from home £37,000 - £42,000 per annum (depending on experience and qualifications) Hawk 3 Talent Solutions are acting as an employment agency on behalf of our client who are a dynamic and trusted accountancy firm in the heart of the Southwest, providing financial planning and support to businesses and families for over 80 years. As chartered accountants, tax advisors, financial experts, and probate administrators, the firm has a proven track record of helping businesses grow with tailored financial solutions. What sets this firm apart is a strong culture of internal progression, with an average employee tenure of 9 years. Most of the current partners have developed their careers within the firm, highlighting a commitment to professional growth and career development. The Opportunity Payroll Manager An exciting opportunity has arisen for an experienced Payroll Manager to join the team. This is a key role, managing end-to-end payroll services for a diverse portfolio of clients while leading and developing a payroll team of 3 people. The role offers hybrid working (one day per week from home) and an excellent benefits package, making it ideal for someone looking to progress their career in a well-established and supportive environment. Key Responsibilities • Oversee end-to-end payroll processing for a variety of clients, including RTI reporting, auto-enrolment, year-end processing, and payment runs. • Manage client relationships, liaising with HMRC, pension providers, and handling queries. • Supervise a team of Payroll Administrators, ensuring efficient workflow and high-quality service. • Monitor payroll compliance, staying updated on legislation and advising partners on key changes. • Process BACS payments and ensure all payroll operations run smoothly. • Review client fees regularly, ensuring services are accurately valued and reported. • Support team development by mentoring staff and implementing training programs. • Conduct compliance and AML checks as required. • Prepare reports on payroll performance and present findings to senior leadership. Required Experience • Proven experience in payroll (accountancy practice experience preferred, but strong industry experience considered). • Experience managing multiple payrolls with different pay structures (weekly, monthly, commission, bonuses). • Previous management or supervisory experience. Desired Skills Proficiency in Microsoft Office and payroll software (e.g., Sage). Accounts production software such as CCH desirable but not essential Strong organisational skills with the ability to manage deadlines and priorities. Excellent communication and interpersonal skills to build relationships with clients and colleagues. Ability to work proactively, show initiative, and contribute to the wider business. Qualifications • CIPP qualification or qualified by experience, ideally 5+ years. Benefits • 25 days holiday plus bank holidays • 1 extra holiday day for Christmas • Hybrid working 1 day per week from home • Flexi-time available • Medicash cash plan • Online discount shopping portal • Access to a 24-hour employee helpline • Payment of one professional membership per year • Fully funded training qualifications • Training bonuses for students • Parking permit salary sacrifice scheme • Employee referral bonus (up to £1,500) • Dress-down Fridays • Wellbeing team If you are an experienced Payroll Manager looking for an opportunity in a progressive and well-established firm, apply today! If you would like to apply for the role of Payroll Manager then please email your CV to (url removed) or call Deb on (phone number removed) Closing date is 18.3.2025 Please note this could change subject to suitable applications. Hawk 3 Talent Solutions are acting as an employment agency on behalf of its client. By applying for the above position and providing your personal data to us you understand that your data will be processed in line with our Privacy Policy. To view our full Privacy Policy please visit our website. Hawk 3 Talent Solutions are committed to the selection, recruitment and development of the best people, basing judgements solely on suitability for the job. Whilst we endeavour to respond to all applications individually, due to high volumes, this is not always possible. Thank you for your interest in this role and we look forward to working with you in the future
Feb 19, 2025
Full time
Payroll Manager Newton Abbot, Devon TQ12 Permanent, 37.5 hours per week Monday to Friday with 1 day working from home £37,000 - £42,000 per annum (depending on experience and qualifications) Hawk 3 Talent Solutions are acting as an employment agency on behalf of our client who are a dynamic and trusted accountancy firm in the heart of the Southwest, providing financial planning and support to businesses and families for over 80 years. As chartered accountants, tax advisors, financial experts, and probate administrators, the firm has a proven track record of helping businesses grow with tailored financial solutions. What sets this firm apart is a strong culture of internal progression, with an average employee tenure of 9 years. Most of the current partners have developed their careers within the firm, highlighting a commitment to professional growth and career development. The Opportunity Payroll Manager An exciting opportunity has arisen for an experienced Payroll Manager to join the team. This is a key role, managing end-to-end payroll services for a diverse portfolio of clients while leading and developing a payroll team of 3 people. The role offers hybrid working (one day per week from home) and an excellent benefits package, making it ideal for someone looking to progress their career in a well-established and supportive environment. Key Responsibilities • Oversee end-to-end payroll processing for a variety of clients, including RTI reporting, auto-enrolment, year-end processing, and payment runs. • Manage client relationships, liaising with HMRC, pension providers, and handling queries. • Supervise a team of Payroll Administrators, ensuring efficient workflow and high-quality service. • Monitor payroll compliance, staying updated on legislation and advising partners on key changes. • Process BACS payments and ensure all payroll operations run smoothly. • Review client fees regularly, ensuring services are accurately valued and reported. • Support team development by mentoring staff and implementing training programs. • Conduct compliance and AML checks as required. • Prepare reports on payroll performance and present findings to senior leadership. Required Experience • Proven experience in payroll (accountancy practice experience preferred, but strong industry experience considered). • Experience managing multiple payrolls with different pay structures (weekly, monthly, commission, bonuses). • Previous management or supervisory experience. Desired Skills Proficiency in Microsoft Office and payroll software (e.g., Sage). Accounts production software such as CCH desirable but not essential Strong organisational skills with the ability to manage deadlines and priorities. Excellent communication and interpersonal skills to build relationships with clients and colleagues. Ability to work proactively, show initiative, and contribute to the wider business. Qualifications • CIPP qualification or qualified by experience, ideally 5+ years. Benefits • 25 days holiday plus bank holidays • 1 extra holiday day for Christmas • Hybrid working 1 day per week from home • Flexi-time available • Medicash cash plan • Online discount shopping portal • Access to a 24-hour employee helpline • Payment of one professional membership per year • Fully funded training qualifications • Training bonuses for students • Parking permit salary sacrifice scheme • Employee referral bonus (up to £1,500) • Dress-down Fridays • Wellbeing team If you are an experienced Payroll Manager looking for an opportunity in a progressive and well-established firm, apply today! If you would like to apply for the role of Payroll Manager then please email your CV to (url removed) or call Deb on (phone number removed) Closing date is 18.3.2025 Please note this could change subject to suitable applications. Hawk 3 Talent Solutions are acting as an employment agency on behalf of its client. By applying for the above position and providing your personal data to us you understand that your data will be processed in line with our Privacy Policy. To view our full Privacy Policy please visit our website. Hawk 3 Talent Solutions are committed to the selection, recruitment and development of the best people, basing judgements solely on suitability for the job. Whilst we endeavour to respond to all applications individually, due to high volumes, this is not always possible. Thank you for your interest in this role and we look forward to working with you in the future
A renowned global law firm is seeking a Tax Manager to join their Trusts and Probate team in the Tax, Trusts and Succession group based in their offices in Cheltenham. This is a hybrid role (3 days in the office, 2 days work from home) and is paying up to £65,000 depending on experience. Benefits include 25 days holiday, pension, private healthcare and an annual bonus. The role also offers fantastic career progression opportunities. The Trusts and Probate team work closely with the Firm's Private Property, Tax, Trusts and Succession teams across all of the UK offices and some international offices. The firm will consider candidates from a Tax Accounting background in practice looking to develop their skills and knowledge in the trust accounting aspects of this role. The successful candidate will develop broad experience in trust/estate administration and tax advice, whilst developing a more specialised expertise in the type of work that the team's core client base requires. They will advise a range of UK clients on every aspect of tax planning. You'll manage your own caseload and client relationships while engaging with all those that may be involved with any given matter, including trustees, beneficiaries and other advisers. By proactively managing your clients, you'll ensure any tax-planning and/or succession planning issues are considered and acted upon when appropriate. You'll manage the relationships between grant-making and applicant charities, dealing with prospective beneficiaries, drafting deeds and associated policies. You'll oversee and contribute towards the timely preparation of trust accounts and tax returns including inheritance tax returns and dealing with HM Revenue and Customs as required, and calculate trustees' liabilities to IHT, CGT and Income Tax, making use of annual exemptions. Ideally, you will have a very good understanding of Trust Accounts and a STEP qualification (but this is not essential). You will have worked in a similar role previously and subsequently have a good understanding of the taxation of trusts, including the calculation of trustees' liabilities to IHT, CGT and Income Tax, and their interaction with personal taxes.
Feb 18, 2025
Full time
A renowned global law firm is seeking a Tax Manager to join their Trusts and Probate team in the Tax, Trusts and Succession group based in their offices in Cheltenham. This is a hybrid role (3 days in the office, 2 days work from home) and is paying up to £65,000 depending on experience. Benefits include 25 days holiday, pension, private healthcare and an annual bonus. The role also offers fantastic career progression opportunities. The Trusts and Probate team work closely with the Firm's Private Property, Tax, Trusts and Succession teams across all of the UK offices and some international offices. The firm will consider candidates from a Tax Accounting background in practice looking to develop their skills and knowledge in the trust accounting aspects of this role. The successful candidate will develop broad experience in trust/estate administration and tax advice, whilst developing a more specialised expertise in the type of work that the team's core client base requires. They will advise a range of UK clients on every aspect of tax planning. You'll manage your own caseload and client relationships while engaging with all those that may be involved with any given matter, including trustees, beneficiaries and other advisers. By proactively managing your clients, you'll ensure any tax-planning and/or succession planning issues are considered and acted upon when appropriate. You'll manage the relationships between grant-making and applicant charities, dealing with prospective beneficiaries, drafting deeds and associated policies. You'll oversee and contribute towards the timely preparation of trust accounts and tax returns including inheritance tax returns and dealing with HM Revenue and Customs as required, and calculate trustees' liabilities to IHT, CGT and Income Tax, making use of annual exemptions. Ideally, you will have a very good understanding of Trust Accounts and a STEP qualification (but this is not essential). You will have worked in a similar role previously and subsequently have a good understanding of the taxation of trusts, including the calculation of trustees' liabilities to IHT, CGT and Income Tax, and their interaction with personal taxes.
Full-Time Mostly Remote Divorce & Custody Associate Attorney Fall River, MA, United States of America Do you love helping clients thrive in divorce and custody cases? Do you love focusing on higher-level lawyering and having an awesome team help you with everything else? Do you love the flexibility of working from home? Do you want quality work-life balance and NOT have to work nights and weekends? If so, you may have just found your dream opportunity! At Farias Family Law, we are a small but growing family law firm looking for a Superstar Full-Time Associate Divorce and Custody Attorney in MA with 2+ years of experience in the practice area. Pay is $100k and up with health insurance and retirement contributions and paid time off. Position Summary We're looking for someone who loves listening to people going through a difficult time to figure out what they really want; helping them create a plan to reach their goals; working collaboratively with team members and the client; executing the plan with strategy, negotiations and representation that optimizes the client's chances of getting what they need for themselves and their families; and meeting billable work requirements. The position is full-time, 40 hrs/wk, and the pay is $100k plus per year, exact package depends on skill and experience with paid time off and retirement and health insurance contributions from the firm. The work is mostly done remotely, but requires you to be within reasonable driving distance of the Plymouth, Norfolk, and/or Bristol County MA Probate and Family Courts for court events. We also have office space available at our Fall River Office if you are interested. You focus on high-level legal strategy and working the cases while your paralegal and admin team help you with everything else. Requirements At least 2 years of experience in divorce and custody law Live within reasonable driving distance of Norfolk, Plymouth and Bristol County Family Courts. Outcomes Achieve high levels of client satisfaction, as evidenced by receiving at least a 9 out of 10 rating on each of the clients' surveys of attorney performance and service. Meet billable hour and revenue requirements. Maintain accurate and up-to-date case documentation, including notes to the file, activity entries in case management program. Instructions To apply, please follow these instructions carefully: please click on this application link (), which will ask you to upload 1) A cover letter explaining why you're the best candidate for this position, 2) your Resume, and to type in 3) a list of 5 references, including your most recent managers/supervisors and colleagues, and 4) A list of links to your Social Media accounts. No additional emails, phone calls or walk-ins. Failure to follow instructions will result in a rejected application.
Feb 16, 2025
Full time
Full-Time Mostly Remote Divorce & Custody Associate Attorney Fall River, MA, United States of America Do you love helping clients thrive in divorce and custody cases? Do you love focusing on higher-level lawyering and having an awesome team help you with everything else? Do you love the flexibility of working from home? Do you want quality work-life balance and NOT have to work nights and weekends? If so, you may have just found your dream opportunity! At Farias Family Law, we are a small but growing family law firm looking for a Superstar Full-Time Associate Divorce and Custody Attorney in MA with 2+ years of experience in the practice area. Pay is $100k and up with health insurance and retirement contributions and paid time off. Position Summary We're looking for someone who loves listening to people going through a difficult time to figure out what they really want; helping them create a plan to reach their goals; working collaboratively with team members and the client; executing the plan with strategy, negotiations and representation that optimizes the client's chances of getting what they need for themselves and their families; and meeting billable work requirements. The position is full-time, 40 hrs/wk, and the pay is $100k plus per year, exact package depends on skill and experience with paid time off and retirement and health insurance contributions from the firm. The work is mostly done remotely, but requires you to be within reasonable driving distance of the Plymouth, Norfolk, and/or Bristol County MA Probate and Family Courts for court events. We also have office space available at our Fall River Office if you are interested. You focus on high-level legal strategy and working the cases while your paralegal and admin team help you with everything else. Requirements At least 2 years of experience in divorce and custody law Live within reasonable driving distance of Norfolk, Plymouth and Bristol County Family Courts. Outcomes Achieve high levels of client satisfaction, as evidenced by receiving at least a 9 out of 10 rating on each of the clients' surveys of attorney performance and service. Meet billable hour and revenue requirements. Maintain accurate and up-to-date case documentation, including notes to the file, activity entries in case management program. Instructions To apply, please follow these instructions carefully: please click on this application link (), which will ask you to upload 1) A cover letter explaining why you're the best candidate for this position, 2) your Resume, and to type in 3) a list of 5 references, including your most recent managers/supervisors and colleagues, and 4) A list of links to your Social Media accounts. No additional emails, phone calls or walk-ins. Failure to follow instructions will result in a rejected application.
MFK Recruitment has an exciting opportunity for a Private Client Solicitor to join our well established Legal-500 client in Leicester. The successful applicant will join their growing Probate, Wills & Trusts Department (tier three ranked in the Legal 500) to help the continued development of both the department and the firm. Private Client Solicitor - Main Responsibilities: Take responsibility for delivering expert, timely, and professional guidance on a range of matters including Wills, Probate, Estate Administration, Inheritance Planning, Lasting Powers of Attorney, Court of Protection cases, and Trusts. Take charge of preparing and drafting key legal documents including Wills, LPAs, Estate Accounts, and other documents related to Probate matters. Manage a diverse caseload with a range of responsibilities. Provide support to other fee earners and department members by assisting with their files as needed. Handle client inquiries via email, phone, and in person, taking instructions and providing advice within the expected timeframes as set by the Head of Department. Take an active role in suggesting and participating in designated marketing initiatives. Carry out additional duties as assigned by your Line Manager from time to time Private Client Solicitor - What we need from you (Essential): Qualified Solicitor with 4-6 years PQE OR FCILEx 4-6 years PQE Proven experience as a Private Client Lawyer with a focus on Wills, Probate, LPA, and Court of Protection work. Excellent knowledge and experience of trust work Experience working in private practice Own transport and valid driving licence Private Client Solicitor - What we need from you (Desirable) Membership of STEP or a similar professional body (or willingness to obtain membership through the company) Experience with complex Court of Protection applications and/or Professional Deputyship matters. Some of the benefits of working with my client: Group Life Assurance Above average Holiday Allowance Birthday day off Hybrid & Flexible working Exam & Course Fees funded Employee Staff Discounts Enhanced Parental Leave The successful candidate will work in a hybrid-working model.
Feb 13, 2025
Full time
MFK Recruitment has an exciting opportunity for a Private Client Solicitor to join our well established Legal-500 client in Leicester. The successful applicant will join their growing Probate, Wills & Trusts Department (tier three ranked in the Legal 500) to help the continued development of both the department and the firm. Private Client Solicitor - Main Responsibilities: Take responsibility for delivering expert, timely, and professional guidance on a range of matters including Wills, Probate, Estate Administration, Inheritance Planning, Lasting Powers of Attorney, Court of Protection cases, and Trusts. Take charge of preparing and drafting key legal documents including Wills, LPAs, Estate Accounts, and other documents related to Probate matters. Manage a diverse caseload with a range of responsibilities. Provide support to other fee earners and department members by assisting with their files as needed. Handle client inquiries via email, phone, and in person, taking instructions and providing advice within the expected timeframes as set by the Head of Department. Take an active role in suggesting and participating in designated marketing initiatives. Carry out additional duties as assigned by your Line Manager from time to time Private Client Solicitor - What we need from you (Essential): Qualified Solicitor with 4-6 years PQE OR FCILEx 4-6 years PQE Proven experience as a Private Client Lawyer with a focus on Wills, Probate, LPA, and Court of Protection work. Excellent knowledge and experience of trust work Experience working in private practice Own transport and valid driving licence Private Client Solicitor - What we need from you (Desirable) Membership of STEP or a similar professional body (or willingness to obtain membership through the company) Experience with complex Court of Protection applications and/or Professional Deputyship matters. Some of the benefits of working with my client: Group Life Assurance Above average Holiday Allowance Birthday day off Hybrid & Flexible working Exam & Course Fees funded Employee Staff Discounts Enhanced Parental Leave The successful candidate will work in a hybrid-working model.
Probate Case Manager Starting at £50k + quarterly bonus 6% Full Time, Permanent Flexible Working - Fully Remote, Bristol Office or the Bristol Office with hybrid working options available We are looking for an experienced Probate Case Manager to join us at an extremely exciting time in the business s growth, to help us deliver our award-winning estate administration service to our clients. At Kings Court Trust, we pride ourselves on flexibility and transparency for our clients and employees. Our products are offered in a flat fee structure, meaning that whilst our employees work on challenging caseloads, you don t work in a fee earning model. This allows us to offer flexibility, hybrid working and a fantastic work-life balance. About Us Kings Court Trust aims to be the most successful and respected estate administration business in the UK. A regulated business founded in 2002, we only do one thing, estate administration. Our business has a crystal-clear vision, to be the service provider that every bereaved family turns to and is totally focused on its purpose, helping families to move on following a bereavement. We are committed to transparent and fair pricing and customers are at the heart of everything that we do. We add value to our partners business propositions and provide their clients with innovative, highly focused customer service. Our business partners include Will writers, financial advisers, financial corporates, funeral directors and solicitors (through our long-standing Title Research brand). As a Probate Case Manager, you will be: Owning a complex case load of approximately 40 files Due to the nature of the business partners we work with, the caseload you will be responsible for will be very varied and develop the knowledge of even the most experienced case managers Coaching, mentoring and developing our team of case managers Work closely with our Legal Services Director on unique and complex matters The Ideal Candidate: Qualifications are desirable but not essential. We are looking for individuals with a solid probate administration or technical background, but you must have some of the following experience: Extensive end-to-end probate administration Managing escalations and technical questions Several years in a customer service or private client focused environment What We Offer: 25 days plus bank holidays, increasing annually to 30 Health Cash Plan Cash back for Dental, optical, and other treatments Employee discounts across a range of high street products Variety of salary sacrifice benefits such as tech vouchers, dental and holiday buy Income protection insurance Life assurance policy Enhanced family leave Cycle to work scheme Employee Assistance Programme Flexible working options across most roles If this role sounds like the perfect role for you, then get in touch and apply today!
Feb 13, 2025
Full time
Probate Case Manager Starting at £50k + quarterly bonus 6% Full Time, Permanent Flexible Working - Fully Remote, Bristol Office or the Bristol Office with hybrid working options available We are looking for an experienced Probate Case Manager to join us at an extremely exciting time in the business s growth, to help us deliver our award-winning estate administration service to our clients. At Kings Court Trust, we pride ourselves on flexibility and transparency for our clients and employees. Our products are offered in a flat fee structure, meaning that whilst our employees work on challenging caseloads, you don t work in a fee earning model. This allows us to offer flexibility, hybrid working and a fantastic work-life balance. About Us Kings Court Trust aims to be the most successful and respected estate administration business in the UK. A regulated business founded in 2002, we only do one thing, estate administration. Our business has a crystal-clear vision, to be the service provider that every bereaved family turns to and is totally focused on its purpose, helping families to move on following a bereavement. We are committed to transparent and fair pricing and customers are at the heart of everything that we do. We add value to our partners business propositions and provide their clients with innovative, highly focused customer service. Our business partners include Will writers, financial advisers, financial corporates, funeral directors and solicitors (through our long-standing Title Research brand). As a Probate Case Manager, you will be: Owning a complex case load of approximately 40 files Due to the nature of the business partners we work with, the caseload you will be responsible for will be very varied and develop the knowledge of even the most experienced case managers Coaching, mentoring and developing our team of case managers Work closely with our Legal Services Director on unique and complex matters The Ideal Candidate: Qualifications are desirable but not essential. We are looking for individuals with a solid probate administration or technical background, but you must have some of the following experience: Extensive end-to-end probate administration Managing escalations and technical questions Several years in a customer service or private client focused environment What We Offer: 25 days plus bank holidays, increasing annually to 30 Health Cash Plan Cash back for Dental, optical, and other treatments Employee discounts across a range of high street products Variety of salary sacrifice benefits such as tech vouchers, dental and holiday buy Income protection insurance Life assurance policy Enhanced family leave Cycle to work scheme Employee Assistance Programme Flexible working options across most roles If this role sounds like the perfect role for you, then get in touch and apply today!
