Press Tab to Move to Skip to Content Link Location: London Other locations: Primary Location Only Date: May 31, 2025 Requisition ID: Our UK Capital Markets technology and data capability helps our investment banking clients to deliver complex business and regulatory transformation, enabled by technology. The opportunity EY has a market leading Risk practice which requires a strong data and technology focus to deliver strategic future proof solutions with a control and efficiency lens. This presents an opportunity for Technology Consulting to support our clients in helping them to articulate their technology and data strategy and implement their transformations by harnessing the power of their data, identifying business enabling technology tools and capabilities and streamlining their technology estates. You will have the opportunity to work on business-critical engagements. In recent years we have helped investment banks improve their compliance with regulations such as the Basel 3 Regulatory Framework, FRTB and BCBS 239, and prepare for upcoming regulation around Liquidity and Interest Rate Risk and supporting our clients in leverage how to deploy AI in their businesses responsibly. As we look to the future prudential regulation will increasingly have a Climate Risk component, and EY have been recognised as leaders in ESG and sustainability consulting. We also help banks to become more profitable, either by developing new revenue streams, or crucially, by reducing costs. While we predominantly serve the UK market, our clients are global, and we collaborate extensively with our fellow capital markets teams in EMEIA, the US and APAC We come at transformation problems in the following ways with respect to technology: We are highly skilled at delivering and overseeing large scale technology change - from inception and requirements definition through to operational readiness. We prefer an agile methodology but are happy to work in whatever ways our clients demand. We are increasingly bringing technology assets to clients to help accelerate transformation. Our technology assets include proprietary EY tools as well as best-of-breed vendor tools. We deploy team members from on-shore, near-shore and off-shore teams, and often work alongside our major alliance partners, such as Microsoft, IBM, Snowflake, Moody's, Service Now and Pega to deploy solutions. Increasingly we collaborate with FinTech firms too. We are passionate about keeping pace with the latest emerging technology. We have recently invested in senior hires in Cloud, Digital, Intelligent Automation and AI. But we aren't interested in technology for the sake of technology - we combine the tech mindset with EY's deep business and regulatory knowledge in order to deploy technology intelligently to solve business problems. We are always mindful of the role we and our clients play in relation to long term sustainability and the drive to help financial services become a low carbon industry. We are already advising clients on sustainability and the enabling role that data and technology play. We are looking for Risk Technology Managers to join our team due to high demand and expected growth. Do you want to engage your mind? Then join EY to gain experiences that will last a lifetime. Your key responsibilities There are multiple aspects of the role: Engagement delivery: roles vary from engagement to engagement, but are likely to include techno-functional analysis, solution and data architecture, data analysis, solution design, and end to end implementation management. As a Manager you can expect significant people leadership responsibilities and will face off to senior members of client teams. Risk Technology Solution development: contributing in a number of ways to the Risk Technology solutions that we bring to market to address the needs of our client. This could entail research, design of prototypes, working with alliance partners, software engineering and testing. Business development; including the development of long-term trusted advisor relationships with our clients. You will also work on proposals and, from time to time, support thought leadership that we issue to the market. There are three sets of skills required for successful candidates - commercial and interpersonal skills, investment banking knowledge and risk technology domain expertise. As a Manager you will likely have many but probably not all of the skills listed below. Commercial and interpersonal skills Ability to manage multiple stakeholder communities with varying levels of experience Identifying opportunities for and securing new business, including leading proposals and bid teams Ability to lead teams and take accountability for delivery Ability to demonstrate strong collaboration across a wide spectrum of colleagues, including internationally. A proven track record of working with offshore teams would be a major benefit. High level of drive, commitment to achieving solutions and ability to work under pressure Ability to engage with our clients and build strong, collaborative relationships. Intellectual strength / flexibility to rapidly understand complex problems, apply critical thinking, and rationalise these into workable solutions which can then be delivered Appreciation of EY's solutions / go to market abilities and how these service client needs A demonstrable commitment to diversity and inclusiveness Good understanding of Prudential Risk including Market Risk, Model Risk, Credit Risk, Counterparty Credit Risk and Liquidity Risk. Knowledge of Non-Financial Risks such as Conduct Risk, Cybersecurity Risk, Data Risk, Compliance risk and Reputational Risk. Strong product knowledge, with the ability to face off to risk and front office functions in particular Experience of working with Risk stakeholders within Risk Transformation programmes. Some knowledge of Basel 3 Framework, Basel IV, CRR II / CRD V, FRTB, IRRBB and Liquidity Risk would be valuable Understanding of Risk business processes including but not limited to VAR, Risk Limits, Stress testing, ILAAP and ICAAP, Default Probability, Exposure at Default, Loss given Default. A demonstrable interest in the digitisation of investment banks and an understanding of the Risk Technology landscape Understanding of the capital markets ecosystem (sell side, buy side, FMIs, service providers, vendors) Financial risk management skills and knowledge of systems and data to support the industry respond to UK and European regulation to manage climate risk A point of view on how the investment banking industry will continue to evolve and how the technology, innovation and FinTech landscape will shape the future Technical skills Large scale programme delivery (Agile, DevOps, waterfall) - SCRUM qualifications would be beneficial. Understanding of the System Delivery Life Cycle. Experience of using agile delivery tools such as JIRA, Pivotal, Collab, Confluence Experience of engineering based on the likes of SQL, SSIS, Python, Java, Scala, XML/FpML and Power BI Data architecture, data lineage and all aspects of AI including, but not limited to, NLP, ML, deep learning and Generative AI Testing/quality engineering; experience of test automation will be beneficial Process Automation, BPM and Digital Platforms, e.g. Pega Cloud technology (knowledge of any or all of Azure, AWS and Google would be beneficial) Experience of handling information security and privacy challenges Interest and awareness in emerging technologies Experience of vendor packages. An appreciation of Artificial Intelligence and Machine Learning Academic and prior experience A university degree, 2:1 (or equivalent) or above is usually preferred, however we would be open to outstanding candidates who may have followed an alternative academic path. What working at EY offers We offer a competitive remuneration package where you'll be rewarded for your individual and team performance. Our comprehensive Total Rewards package includes support for flexible working and career development, and with FlexEY you can select benefits that suit your needs, covering holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions. Plus, we offer: Support, coaching and feedback from some of the most engaging colleagues around Opportunities to develop new skills and progress your career The freedom and flexibility to handle your role in a way that's right for you About EY As a global provider of assurance, tax, transaction and advisory services, we're using the finance products, expertise and systems we've developed to build a better working world. That starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. Whenever you join, however long you stay, the exceptional EY experience lasts a lifetime. If you can demonstrate that you meet the criteria above, please contact us as soon as possible. Join us in building a better working world. Apply now. Who we are Please note: Prior to finalizing your application, you will be asked to provide personal information across several dimensions of diversity and inclusiveness click apply for full job details
Jun 22, 2025
Full time
Press Tab to Move to Skip to Content Link Location: London Other locations: Primary Location Only Date: May 31, 2025 Requisition ID: Our UK Capital Markets technology and data capability helps our investment banking clients to deliver complex business and regulatory transformation, enabled by technology. The opportunity EY has a market leading Risk practice which requires a strong data and technology focus to deliver strategic future proof solutions with a control and efficiency lens. This presents an opportunity for Technology Consulting to support our clients in helping them to articulate their technology and data strategy and implement their transformations by harnessing the power of their data, identifying business enabling technology tools and capabilities and streamlining their technology estates. You will have the opportunity to work on business-critical engagements. In recent years we have helped investment banks improve their compliance with regulations such as the Basel 3 Regulatory Framework, FRTB and BCBS 239, and prepare for upcoming regulation around Liquidity and Interest Rate Risk and supporting our clients in leverage how to deploy AI in their businesses responsibly. As we look to the future prudential regulation will increasingly have a Climate Risk component, and EY have been recognised as leaders in ESG and sustainability consulting. We also help banks to become more profitable, either by developing new revenue streams, or crucially, by reducing costs. While we predominantly serve the UK market, our clients are global, and we collaborate extensively with our fellow capital markets teams in EMEIA, the US and APAC We come at transformation problems in the following ways with respect to technology: We are highly skilled at delivering and overseeing large scale technology change - from inception and requirements definition through to operational readiness. We prefer an agile methodology but are happy to work in whatever ways our clients demand. We are increasingly bringing technology assets to clients to help accelerate transformation. Our technology assets include proprietary EY tools as well as best-of-breed vendor tools. We deploy team members from on-shore, near-shore and off-shore teams, and often work alongside our major alliance partners, such as Microsoft, IBM, Snowflake, Moody's, Service Now and Pega to deploy solutions. Increasingly we collaborate with FinTech firms too. We are passionate about keeping pace with the latest emerging technology. We have recently invested in senior hires in Cloud, Digital, Intelligent Automation and AI. But we aren't interested in technology for the sake of technology - we combine the tech mindset with EY's deep business and regulatory knowledge in order to deploy technology intelligently to solve business problems. We are always mindful of the role we and our clients play in relation to long term sustainability and the drive to help financial services become a low carbon industry. We are already advising clients on sustainability and the enabling role that data and technology play. We are looking for Risk Technology Managers to join our team due to high demand and expected growth. Do you want to engage your mind? Then join EY to gain experiences that will last a lifetime. Your key responsibilities There are multiple aspects of the role: Engagement delivery: roles vary from engagement to engagement, but are likely to include techno-functional analysis, solution and data architecture, data analysis, solution design, and end to end implementation management. As a Manager you can expect significant people leadership responsibilities and will face off to senior members of client teams. Risk Technology Solution development: contributing in a number of ways to the Risk Technology solutions that we bring to market to address the needs of our client. This could entail research, design of prototypes, working with alliance partners, software engineering and testing. Business development; including the development of long-term trusted advisor relationships with our clients. You will also work on proposals and, from time to time, support thought leadership that we issue to the market. There are three sets of skills required for successful candidates - commercial and interpersonal skills, investment banking knowledge and risk technology domain expertise. As a Manager you will likely have many but probably not all of the skills listed below. Commercial and interpersonal skills Ability to manage multiple stakeholder communities with varying levels of experience Identifying opportunities for and securing new business, including leading proposals and bid teams Ability to lead teams and take accountability for delivery Ability to demonstrate strong collaboration across a wide spectrum of colleagues, including internationally. A proven track record of working with offshore teams would be a major benefit. High level of drive, commitment to achieving solutions and ability to work under pressure Ability to engage with our clients and build strong, collaborative relationships. Intellectual strength / flexibility to rapidly understand complex problems, apply critical thinking, and rationalise these into workable solutions which can then be delivered Appreciation of EY's solutions / go to market abilities and how these service client needs A demonstrable commitment to diversity and inclusiveness Good understanding of Prudential Risk including Market Risk, Model Risk, Credit Risk, Counterparty Credit Risk and Liquidity Risk. Knowledge of Non-Financial Risks such as Conduct Risk, Cybersecurity Risk, Data Risk, Compliance risk and Reputational Risk. Strong product knowledge, with the ability to face off to risk and front office functions in particular Experience of working with Risk stakeholders within Risk Transformation programmes. Some knowledge of Basel 3 Framework, Basel IV, CRR II / CRD V, FRTB, IRRBB and Liquidity Risk would be valuable Understanding of Risk business processes including but not limited to VAR, Risk Limits, Stress testing, ILAAP and ICAAP, Default Probability, Exposure at Default, Loss given Default. A demonstrable interest in the digitisation of investment banks and an understanding of the Risk Technology landscape Understanding of the capital markets ecosystem (sell side, buy side, FMIs, service providers, vendors) Financial risk management skills and knowledge of systems and data to support the industry respond to UK and European regulation to manage climate risk A point of view on how the investment banking industry will continue to evolve and how the technology, innovation and FinTech landscape will shape the future Technical skills Large scale programme delivery (Agile, DevOps, waterfall) - SCRUM qualifications would be beneficial. Understanding of the System Delivery Life Cycle. Experience of using agile delivery tools such as JIRA, Pivotal, Collab, Confluence Experience of engineering based on the likes of SQL, SSIS, Python, Java, Scala, XML/FpML and Power BI Data architecture, data lineage and all aspects of AI including, but not limited to, NLP, ML, deep learning and Generative AI Testing/quality engineering; experience of test automation will be beneficial Process Automation, BPM and Digital Platforms, e.g. Pega Cloud technology (knowledge of any or all of Azure, AWS and Google would be beneficial) Experience of handling information security and privacy challenges Interest and awareness in emerging technologies Experience of vendor packages. An appreciation of Artificial Intelligence and Machine Learning Academic and prior experience A university degree, 2:1 (or equivalent) or above is usually preferred, however we would be open to outstanding candidates who may have followed an alternative academic path. What working at EY offers We offer a competitive remuneration package where you'll be rewarded for your individual and team performance. Our comprehensive Total Rewards package includes support for flexible working and career development, and with FlexEY you can select benefits that suit your needs, covering holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions. Plus, we offer: Support, coaching and feedback from some of the most engaging colleagues around Opportunities to develop new skills and progress your career The freedom and flexibility to handle your role in a way that's right for you About EY As a global provider of assurance, tax, transaction and advisory services, we're using the finance products, expertise and systems we've developed to build a better working world. That starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. Whenever you join, however long you stay, the exceptional EY experience lasts a lifetime. If you can demonstrate that you meet the criteria above, please contact us as soon as possible. Join us in building a better working world. Apply now. Who we are Please note: Prior to finalizing your application, you will be asked to provide personal information across several dimensions of diversity and inclusiveness click apply for full job details
Company Description Xeinadin Group was established in 2019 when more than 100 successful, independent, business advisory and accountancy practices across the UK and Ireland came together to re-imagine the future of accountancy. Our collective mission to provide locally forged, trusted business advice to SMEs through forward-thinking, close-knit relationships remains pivotal to our growth. It is our people who help drive our business forward, and we offer them future-focused career opportunities whilst supporting the individual specialisms. Our regional offices of over 1800 colleagues operate in collaboration across the Group, combining collective expertise to maximise our people's potential. As part of one Xeinadin, our colleagues are able to draw on expertise and support from across our UK, Ireland and central teams, as well as benefitting from being a part of their local communities. Description The Partner is responsible for the growth of a successful accountancy practice and is key to the delivery of Xeinadin's vision and values, ensuring best practice in all areas for their office. The Partner's role is to provide ongoing leadership and direction for their office to help people deliver results and drive Xeinadin's overall strategy. The role requires a highly respected leader who is business, client and people focused. The Partner's main goal is to increase revenue and profit within their office. Key Responsibilities Leading and ensuring the delivery of exceptional service to clients thereby supporting client businesses to be successful. Create and maintain strong and long-lasting relationships with clients and other stakeholders. Complete a final review of larger/complex files to ensure the best possible value, advice and quality is delivered to clients. Managing Work In Progress and ensuring billing monthly. Winning New Business, manage and grow own portfolio of larger/higher yield clients in order to reach annual targets. Promote the services and image of your office and Xeinadin alike, in order to generate new business opportunities making use of Xeinadin's internal referral scheme. Ensure the entire office team is aware of available products and services across Xeinadin and is able to refer clients to other offices using Xeinadin's internal referral scheme. Creating a high-performance culture where people thrive and are strongly engaged with the vision, mission and values of Xeinadin. Managing and developing the Team locally. Ensure your office is compliant with all legal and ethical standards as well as statutory regulations. Where potential risks are identified, ensure appropriate measures are taken to mitigate the risk and expected actions are communicated effectively to relevant individuals within your office, escalating as required to the Hub and Central teams. Manage Local Office Facilities. Reporting to Principal Partner/Area Partner in Area or Hub Managing Partner. People Management Develop and manage a high performing team that exceeds business targets, including strong recovery rates and sector growth, and delivers an exceptional service to clients. Lead by example, developing and maintaining the highest standards of technical knowledge and expertise for yourself and your team. Reinforce and model Xeinadin's vision, values and standards to create a strong proposition to attract and retain talent within your office. Responsible for modelling and ensuring the highest standards of behaviour and professional conduct within your office, adhering at all times to Xeinadin's policies, processes, and standards for all client and non-client related activities. Develop and maintain regular forums for communication between office team members, senior office leadership and Hub leadership to ensure alignment with Xeinadin's strategic goals and that key messages are shared, understood and implemented where necessary. Strategy Development and Implementation In collaboration with the Hub Managing Partner, Practice Manager and support team, implement all aspects of operational service delivery aligned to Xeinadin's strategic goals and business plans, setting comprehensive goals for performance along with clear accountabilities within your office. Ensure Xeinadin's vision, values and standards are brought to life in your office creating a culture of consistent and high standards for employees and clients alike. Create and lead a high performing culture where people are strongly aligned to the vision, mission and values of Xeinadin and proactively address any discrepancies. Partner with Xeinadin's central Finance team to implement effective financial practices and processes to promote strong financial management of the business. Partner with Xeinadin's central Commercial team to maximise opportunities and deliver on a high growth model. In collaboration with the central Marketing team, develop and implement a marketing strategy that raises awareness of the office's brand and its products and services. Share knowledge, best practice and expertise within your office and wider region, helping Xeinadin to build a successful organisation, and to identify potential risks for the business. Key Requirements The successful candidate will be a results-orientated and experienced Partner with experience of growing a successful accountancy practice. They must demonstrate the requisite expertise, gravitas, and interpersonal skills to allow them to operate effectively in a position of authority within a complex and matrixed organisation. Additional Requirements Technical expertise: A strong foundation in accounting principles, tax regulations, financial analysis, and audit procedures is essential. Business acumen: Deep understanding of the business landscape, market trends, and industry-specific challenges. Leadership and management skills: Excellent leadership qualities to effectively manage teams and guide office employees. Relationship building: Strong interpersonal skills to develop and maintain relationships with clients, other Partners, and stakeholders. Strong Communicator: Ensure a smooth and consistent communication exists between the Hub and your office. Problem-solving and critical thinking: Analyse complex financial and business issues, identify potential risks, and develop innovative solutions. Ethical and professional conduct: Upholding high ethical standards and maintaining professional integrity are essential. Business development and sales skills: Responsible for attracting new clients, expanding the office's client base, and generating revenue. Continuous learning: The accounting field is constantly evolving, with new regulations and technologies emerging. Model Hybrid Salary Competitive Benefits Company Pension Scheme 25 days of annual leave + bank holidays Additional annual leave days from certain levels of seniority Ability to buy up to 5 days of annual leave to reach a maximum of 30 days per annum Business closure over Christmas Life Assurance x4 annual salary Enhanced family leave policies Enhanced Company Sick Pay Employee Assistance Programme - 24/7 support, free and confidential Corporate Discounts Platform Flexible Benefits platform with ability to opt-in to various insurances (level of seniority dependent & self-funded at corporate rates) such as: PMI single or family Critical Illness Cover Cash plan Cycle to work Eye care Dental subject to exceptions and business needs
Jun 21, 2025
Full time
Company Description Xeinadin Group was established in 2019 when more than 100 successful, independent, business advisory and accountancy practices across the UK and Ireland came together to re-imagine the future of accountancy. Our collective mission to provide locally forged, trusted business advice to SMEs through forward-thinking, close-knit relationships remains pivotal to our growth. It is our people who help drive our business forward, and we offer them future-focused career opportunities whilst supporting the individual specialisms. Our regional offices of over 1800 colleagues operate in collaboration across the Group, combining collective expertise to maximise our people's potential. As part of one Xeinadin, our colleagues are able to draw on expertise and support from across our UK, Ireland and central teams, as well as benefitting from being a part of their local communities. Description The Partner is responsible for the growth of a successful accountancy practice and is key to the delivery of Xeinadin's vision and values, ensuring best practice in all areas for their office. The Partner's role is to provide ongoing leadership and direction for their office to help people deliver results and drive Xeinadin's overall strategy. The role requires a highly respected leader who is business, client and people focused. The Partner's main goal is to increase revenue and profit within their office. Key Responsibilities Leading and ensuring the delivery of exceptional service to clients thereby supporting client businesses to be successful. Create and maintain strong and long-lasting relationships with clients and other stakeholders. Complete a final review of larger/complex files to ensure the best possible value, advice and quality is delivered to clients. Managing Work In Progress and ensuring billing monthly. Winning New Business, manage and grow own portfolio of larger/higher yield clients in order to reach annual targets. Promote the services and image of your office and Xeinadin alike, in order to generate new business opportunities making use of Xeinadin's internal referral scheme. Ensure the entire office team is aware of available products and services across Xeinadin and is able to refer clients to other offices using Xeinadin's internal referral scheme. Creating a high-performance culture where people thrive and are strongly engaged with the vision, mission and values of Xeinadin. Managing and developing the Team locally. Ensure your office is compliant with all legal and ethical standards as well as statutory regulations. Where potential risks are identified, ensure appropriate measures are taken to mitigate the risk and expected actions are communicated effectively to relevant individuals within your office, escalating as required to the Hub and Central teams. Manage Local Office Facilities. Reporting to Principal Partner/Area Partner in Area or Hub Managing Partner. People Management Develop and manage a high performing team that exceeds business targets, including strong recovery rates and sector growth, and delivers an exceptional service to clients. Lead by example, developing and maintaining the highest standards of technical knowledge and expertise for yourself and your team. Reinforce and model Xeinadin's vision, values and standards to create a strong proposition to attract and retain talent within your office. Responsible for modelling and ensuring the highest standards of behaviour and professional conduct within your office, adhering at all times to Xeinadin's policies, processes, and standards for all client and non-client related activities. Develop and maintain regular forums for communication between office team members, senior office leadership and Hub leadership to ensure alignment with Xeinadin's strategic goals and that key messages are shared, understood and implemented where necessary. Strategy Development and Implementation In collaboration with the Hub Managing Partner, Practice Manager and support team, implement all aspects of operational service delivery aligned to Xeinadin's strategic goals and business plans, setting comprehensive goals for performance along with clear accountabilities within your office. Ensure Xeinadin's vision, values and standards are brought to life in your office creating a culture of consistent and high standards for employees and clients alike. Create and lead a high performing culture where people are strongly aligned to the vision, mission and values of Xeinadin and proactively address any discrepancies. Partner with Xeinadin's central Finance team to implement effective financial practices and processes to promote strong financial management of the business. Partner with Xeinadin's central Commercial team to maximise opportunities and deliver on a high growth model. In collaboration with the central Marketing team, develop and implement a marketing strategy that raises awareness of the office's brand and its products and services. Share knowledge, best practice and expertise within your office and wider region, helping Xeinadin to build a successful organisation, and to identify potential risks for the business. Key Requirements The successful candidate will be a results-orientated and experienced Partner with experience of growing a successful accountancy practice. They must demonstrate the requisite expertise, gravitas, and interpersonal skills to allow them to operate effectively in a position of authority within a complex and matrixed organisation. Additional Requirements Technical expertise: A strong foundation in accounting principles, tax regulations, financial analysis, and audit procedures is essential. Business acumen: Deep understanding of the business landscape, market trends, and industry-specific challenges. Leadership and management skills: Excellent leadership qualities to effectively manage teams and guide office employees. Relationship building: Strong interpersonal skills to develop and maintain relationships with clients, other Partners, and stakeholders. Strong Communicator: Ensure a smooth and consistent communication exists between the Hub and your office. Problem-solving and critical thinking: Analyse complex financial and business issues, identify potential risks, and develop innovative solutions. Ethical and professional conduct: Upholding high ethical standards and maintaining professional integrity are essential. Business development and sales skills: Responsible for attracting new clients, expanding the office's client base, and generating revenue. Continuous learning: The accounting field is constantly evolving, with new regulations and technologies emerging. Model Hybrid Salary Competitive Benefits Company Pension Scheme 25 days of annual leave + bank holidays Additional annual leave days from certain levels of seniority Ability to buy up to 5 days of annual leave to reach a maximum of 30 days per annum Business closure over Christmas Life Assurance x4 annual salary Enhanced family leave policies Enhanced Company Sick Pay Employee Assistance Programme - 24/7 support, free and confidential Corporate Discounts Platform Flexible Benefits platform with ability to opt-in to various insurances (level of seniority dependent & self-funded at corporate rates) such as: PMI single or family Critical Illness Cover Cash plan Cycle to work Eye care Dental subject to exceptions and business needs
twentyAI are supporting a world-class hedgefund as they conduct a search for a newly created role for an Assistant Tax Manager to join their growing tax team. This role will assist in various aspects of the Group's UK and international tax compliance obligations. The successful candidate will be based in their central London office 4 days per week. Responsibilities Review of direct and indirect tax returns prepared by service providers for the management companies in the Group. This includes liaising with internal teams and collating information required by services providers. Maintaining a compliance calendar to ensure tax filing requirements and managing tax payments for various jurisdictions. Assisting with transfer pricing matters including collating information to ensure adequate global documentation and liaising with service providers. Assisting with employment tax related matters, including short-term business visitor reporting. Assisting with reporting requirements under CBCR and Pillar Two. From time to time, assisting with reporting requirements under CBCR, FATCA and CRS matters including registration and compliance. Ensuring that an effective tax documentation management system is maintained. Providing support to the wider business by researching and liaising with service providers on tax advisory matters and ad hoc tax queries. Assist with documenting tax risk and control processes for UK and international tax compliance obligations. Assist in monitoring international tax developments and other projects as directed, for example, considerations for new markets and jurisdictions. Assist in managing the tax compliance budget, accruals and engagements. Interaction with various other internal departments including Finance, Legal and HR. Required Qualifications: More than 2 years of experience in tax compliance and reporting within a professional services firm or in-house tax team Fully qualified (ACA, CTA or equivalent) Team player with strong work ethic Self-motivated and detail oriented Strong analytical skills and judgment Strong interpersonal skills and organizational skills Please apply below, or reach out to Hannah Alderson on for more information
Jun 21, 2025
Full time
twentyAI are supporting a world-class hedgefund as they conduct a search for a newly created role for an Assistant Tax Manager to join their growing tax team. This role will assist in various aspects of the Group's UK and international tax compliance obligations. The successful candidate will be based in their central London office 4 days per week. Responsibilities Review of direct and indirect tax returns prepared by service providers for the management companies in the Group. This includes liaising with internal teams and collating information required by services providers. Maintaining a compliance calendar to ensure tax filing requirements and managing tax payments for various jurisdictions. Assisting with transfer pricing matters including collating information to ensure adequate global documentation and liaising with service providers. Assisting with employment tax related matters, including short-term business visitor reporting. Assisting with reporting requirements under CBCR and Pillar Two. From time to time, assisting with reporting requirements under CBCR, FATCA and CRS matters including registration and compliance. Ensuring that an effective tax documentation management system is maintained. Providing support to the wider business by researching and liaising with service providers on tax advisory matters and ad hoc tax queries. Assist with documenting tax risk and control processes for UK and international tax compliance obligations. Assist in monitoring international tax developments and other projects as directed, for example, considerations for new markets and jurisdictions. Assist in managing the tax compliance budget, accruals and engagements. Interaction with various other internal departments including Finance, Legal and HR. Required Qualifications: More than 2 years of experience in tax compliance and reporting within a professional services firm or in-house tax team Fully qualified (ACA, CTA or equivalent) Team player with strong work ethic Self-motivated and detail oriented Strong analytical skills and judgment Strong interpersonal skills and organizational skills Please apply below, or reach out to Hannah Alderson on for more information
Job Details: Audit Assistant Manager - London Full details of the job. Vacancy Name: Audit Assistant Manager - London Vacancy No: VN865 Employment Type: Permanent Location: London, United Kingdom Company Description: Xeinadin was established in 2019 when more than 100 successful, independent, business advisory and accountancy practices across the UK and Ireland came together to re-imagine the future of accountancy. Our collective mission to provide locally forged, trusted business advice to SMEs through forward-thinking, close-knit relationships remains pivotal to our growth. Description: The Assistant Manager is responsible for producing high-quality client files while managing junior team members. The role is equally split between overseeing client work and mentoring junior staff. The Assistant Manager must ensure that work is completed to high standards, meet deadlines, and maintain compliance with all legal and statutory requirements. Key Responsibilities: Deliver an excellent level of service to a portfolio of clients, ensuring their expectations are met or exceeded. Maintain strong client relationships and serve as the main point of contact for client queries. Manage the day-to-day work of a client portfolio, ensuring compliance with relevant regulations and meeting statutory deadlines. Ensure day-to-day client files and audits are completed to the highest standard and within specified timeframes. Oversee the preparation of client paperwork (accounts, tax, PAYE, VAT) and ensure deadlines are met. Review work produced by junior team members, ensuring that it meets compliance, quality, and company standards. Develop own systems knowledge and expertise and support team members in doing the same to increase efficiency. Mentor and guide junior team members to develop their skills and knowledge. Offer coaching and support to improve team members' performance and foster a collaborative work environment. Ensure effective planning and execution of work processes to meet client needs and statutory deadlines. Assist in preparing proposals for new business and participate in client presentations. Work to build client loyalty through excellent service and understanding of their needs. Ensure both self and team adhere to all relevant legal and statutory requirements. Work with senior managers to meet financial targets for the team. Represent Xeinadin professionally, both internally and externally. Deliver on Xeinadin vision and values in all work interactions, ensuring a focus on innovation and client-centred service. Key Requirements: The successfully appointed individual will be a qualified practice accountant (ACCA/ACA). Experience in leading audits within an accounting practice. Experience in managing and mentoring junior members of a practice team, with a focus on driving results and exceeding expectations. Proficiency in navigating professional regulations and best practices, with a commitment to delivering exceptional customer service and making a positive impact. Additional Requirements: Commercially minded with a clear perception of client requirements. Confident and professional. Strong interpersonal and communication skills. Strong computer skills. Ambitious and resilient mindset. Model: Hybrid Salary: Competitive Benefits: Company Pension Scheme 25 days of annual leave + bank holidays Additional annual leave days from certain levels of seniority Ability to buy up to 5 days of annual leave to reach a maximum of 30 days per annum Business closure over Christmas Life Assurance x4 annual salary Enhanced family leave policies Enhanced Company Sick Pay Employee Assistance Programme - 24/7 support, free and confidential Corporate Discounts Platform Flexible Benefits platform with ability to opt-in to various insurances (level of seniority dependent & self-funded at corporate rates) such as: PMI single or family Critical Illness Cover Cash plan Cycle to work Eye care Dental subject to exceptions and business needs
Jun 21, 2025
Full time
Job Details: Audit Assistant Manager - London Full details of the job. Vacancy Name: Audit Assistant Manager - London Vacancy No: VN865 Employment Type: Permanent Location: London, United Kingdom Company Description: Xeinadin was established in 2019 when more than 100 successful, independent, business advisory and accountancy practices across the UK and Ireland came together to re-imagine the future of accountancy. Our collective mission to provide locally forged, trusted business advice to SMEs through forward-thinking, close-knit relationships remains pivotal to our growth. Description: The Assistant Manager is responsible for producing high-quality client files while managing junior team members. The role is equally split between overseeing client work and mentoring junior staff. The Assistant Manager must ensure that work is completed to high standards, meet deadlines, and maintain compliance with all legal and statutory requirements. Key Responsibilities: Deliver an excellent level of service to a portfolio of clients, ensuring their expectations are met or exceeded. Maintain strong client relationships and serve as the main point of contact for client queries. Manage the day-to-day work of a client portfolio, ensuring compliance with relevant regulations and meeting statutory deadlines. Ensure day-to-day client files and audits are completed to the highest standard and within specified timeframes. Oversee the preparation of client paperwork (accounts, tax, PAYE, VAT) and ensure deadlines are met. Review work produced by junior team members, ensuring that it meets compliance, quality, and company standards. Develop own systems knowledge and expertise and support team members in doing the same to increase efficiency. Mentor and guide junior team members to develop their skills and knowledge. Offer coaching and support to improve team members' performance and foster a collaborative work environment. Ensure effective planning and execution of work processes to meet client needs and statutory deadlines. Assist in preparing proposals for new business and participate in client presentations. Work to build client loyalty through excellent service and understanding of their needs. Ensure both self and team adhere to all relevant legal and statutory requirements. Work with senior managers to meet financial targets for the team. Represent Xeinadin professionally, both internally and externally. Deliver on Xeinadin vision and values in all work interactions, ensuring a focus on innovation and client-centred service. Key Requirements: The successfully appointed individual will be a qualified practice accountant (ACCA/ACA). Experience in leading audits within an accounting practice. Experience in managing and mentoring junior members of a practice team, with a focus on driving results and exceeding expectations. Proficiency in navigating professional regulations and best practices, with a commitment to delivering exceptional customer service and making a positive impact. Additional Requirements: Commercially minded with a clear perception of client requirements. Confident and professional. Strong interpersonal and communication skills. Strong computer skills. Ambitious and resilient mindset. Model: Hybrid Salary: Competitive Benefits: Company Pension Scheme 25 days of annual leave + bank holidays Additional annual leave days from certain levels of seniority Ability to buy up to 5 days of annual leave to reach a maximum of 30 days per annum Business closure over Christmas Life Assurance x4 annual salary Enhanced family leave policies Enhanced Company Sick Pay Employee Assistance Programme - 24/7 support, free and confidential Corporate Discounts Platform Flexible Benefits platform with ability to opt-in to various insurances (level of seniority dependent & self-funded at corporate rates) such as: PMI single or family Critical Illness Cover Cash plan Cycle to work Eye care Dental subject to exceptions and business needs
Job Title: Tax Manager Job Location: Glasgow Your new company This is an exciting opportunity to join a well-established and highly respected accountancy firm based in Glasgow. With a long-standing reputation for excellence and a diverse client base across various sectors, the firm prides itself on delivering tailored financial and advisory services. The team is known for its collaborative culture, professional development opportunities, and commitment to client success. Your new role As a Mixed Tax Manager, you will be responsible for overseeing a portfolio of both corporate and personal tax clients. Your role will involve managing compliance processes, providing strategic tax planning advice, and supporting the development of junior team members. You will work closely with senior leadership to identify opportunities for growth and ensure the delivery of high-quality service. This is a varied and hands-on role that offers the chance to make a real impact within the firm. What you'll need to succeed To thrive in this position, you should hold a relevant professional qualification such as CTA, ACA, or ACCA, and have substantial experience in a mixed tax role within a practice environment. A strong understanding of UK tax legislation, excellent analytical skills, and the ability to communicate complex information clearly are essential. You should also be confident managing multiple deadlines and building strong client relationships. What you'll get in return In return, you will receive a competitive salary and benefits package, along with flexible working options to support a healthy work-life balance. The firm offers a supportive and inclusive environment where your contributions are valued, and your career development is actively encouraged. You'll gain exposure to a wide range of clients and enjoy the opportunity to grow within a forward-thinking and ambitious team. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Jun 21, 2025
Full time
Job Title: Tax Manager Job Location: Glasgow Your new company This is an exciting opportunity to join a well-established and highly respected accountancy firm based in Glasgow. With a long-standing reputation for excellence and a diverse client base across various sectors, the firm prides itself on delivering tailored financial and advisory services. The team is known for its collaborative culture, professional development opportunities, and commitment to client success. Your new role As a Mixed Tax Manager, you will be responsible for overseeing a portfolio of both corporate and personal tax clients. Your role will involve managing compliance processes, providing strategic tax planning advice, and supporting the development of junior team members. You will work closely with senior leadership to identify opportunities for growth and ensure the delivery of high-quality service. This is a varied and hands-on role that offers the chance to make a real impact within the firm. What you'll need to succeed To thrive in this position, you should hold a relevant professional qualification such as CTA, ACA, or ACCA, and have substantial experience in a mixed tax role within a practice environment. A strong understanding of UK tax legislation, excellent analytical skills, and the ability to communicate complex information clearly are essential. You should also be confident managing multiple deadlines and building strong client relationships. What you'll get in return In return, you will receive a competitive salary and benefits package, along with flexible working options to support a healthy work-life balance. The firm offers a supportive and inclusive environment where your contributions are valued, and your career development is actively encouraged. You'll gain exposure to a wide range of clients and enjoy the opportunity to grow within a forward-thinking and ambitious team. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
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.
The Financial Investors Group at Deloitte is offering an exciting opportunity to work in one of the fastest growing sectors within the Financial Services Industry. This is one of the most dynamic areas of growth and one in which Deloitte are currently making significant investments. We work with the world's leading investment managers across both the traditional and alternative space, offering you the opportunity to expand and develop your own knowledge and skill set by working with large asset managers, hedge funds, large institutional investors, and custodians. Being a trusted advisor and building long term relationships with such clients is key to being successful in this sector. By working closely with Partners and Directors in the group it will allow you to develop and learn how to build such relationships whilst enhancing your own personal portfolio and networks. Deloitte's Investment Management Reporting Group already consists of a team of 35 well-established tax specialists who work exclusively with investment managers. The Group works closely with our UK Audit, Regulatory and Consulting specialists together with teams across 75 countries that are within our global investment management network. This enables us to provide our clients with comprehensive compliance and Advisory services. We support our clients with the development of products and advise on fund tax structuring together with ensuring they meet all reporting, filing and regulatory obligations with the relevant authorities. You will be required to undertake a comprehensive list of duties relating to investor reporting. The different projects that you will be managing will ensure that you are challenged on a daily basis. Connect to your career at Deloitte Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more. What brings us all together at Deloitte?It'show we approach the thousands of decisions we make everyday. How we behave, our beliefs and our attitudes. In other words: our values.Whatever we do, whereverwe arein the world, welead the way,serve with integrity,take care of each other,fosterinclusion, andcollaborate for measurable impact.These five shared values lead every decision wemake and action we take, guiding us to deliver impact how and where it mattersmost. Connect to your opportunity Our Managers support on fostering strong client relationships, and overseeing the efficient delivery of key aspects of client service. As a Manager you will use your commercial awareness and professional expertise, along with leveraging the skills and expertise of others, to deliver the best possible experience and outcomes for our clients. You will own or manage key elements of a client relationship and, with an appropriate level of support, will be expected to proactively identify tax issues for your clients and pursue new business development opportunities by utilising your networks and market knowledge. You will be a confident team player and enjoy sharing your knowledge and expertise with others, as well as continuing to build your own technical expertise or specialism. Key accountabilities include: Ownership and development of existing client relationships, including cultivation of relationships based on referrals from other parts of the UK and global business. Support senior team members in delivery of a range of compliance and related Advisory services to clients, in addition to developing the technical and operational skill set of junior team members. Work would include: Completion of investor tax reporting Providing advice to UK and international clients on investor tax reporting issues arising from new funds and/or restructuring of existing ranges Ad hoc advisory projects in relation to investor reporting Pro-actively ensuring that all relevant risk procedures are adhered to on engagements, in addition to taking financial responsibility for engagements Having input into client events on both an account and wider team level basis Connect to your skills and professional experience The desire and motivation to advance your career in financial services The ability to manage a portfolio of clients and projects as well as managing junior staff The ability to work closely with clients, applying practical and commercial concepts to technical work The ability to work in a team Strong communication and written skills and The desire to be challenged and stretched UK investor tax reporting experience gained from an in-house role within a financial institution or from an accountancy/legal/advisory firm Knowledge of typical fund structures and the investor reporting implications associated ACA/CTA or equivalent qualification desirable but not required, similarly a working knowledge of reporting requirements in other key jurisdictions (e.g. Austria, Germany, Switzerland, US) would be advantageous Connect to your business - Tax Innovation and tax consultancy may not seem to go together, but that's exactly what you'll find at Deloitte. We're constantly seeking the new and working together to push the limits of what's possible. Discover a new kind of tax career that you can make your own. Our comprehensive range of services encompasses everything from the completion of tax returns (corporation tax self-assessment) to complex consultancy assignments and strategic tax planning. We advise on corporate and general tax, international M&A, stamp tax, cross-border transfer pricing, reorganisations and reconstructions, and competent authority negotiations. Personal independence Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request. Connect with your colleagues "I thoroughly enjoy the opportunities and the people I engage with: they enrich my day immensely. Every week throws up new challenges, new risks to assess, new plans to develop." -Montine, Tax & Legal "At Deloitte we work with some of the world's biggest and most prestigious businesses, because we're recognised for our expertise and insight. Every challenge, issue or opportunity has tax considerations - and so we give insightful and proactive advice to help clients navigate risk, complexity, and business-critical decisions." -Oliver, Tax & Legal Our hybrid working policy You'll be based in Glasgow or London with hybrid working. At Deloitte we understand the importance of balancing your career alongside your home life. That's why we'll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you'll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You'll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritise your wellbeing. Please check with your recruiter for the specific working requirements that may apply for your role. Connect to your return to work opportunity Are you looking to return to the workplace after an extended career break? For this role we can offer coaching and support designed for returners to refresh your knowledge and skills, and help your transition back into the workplace after a career break of two years or more. If this is relevant for you, just let your recruiter know when you make your application. Our commitment to you Making an impact is more than just what we do: it's why we're here. So we work hard to create an environment where you can experience a purpose you believe in, the freedom to be you, and the capacity to go further than ever before. We want you. The true you. Your own strengths, perspective and personality. So we're nurturing a culture where everyone belongs, feels supported and heard, and is empowered to make a valuable, personal contribution. You can be sure we'll take your wellbeing seriously, too. Because it's only when you're comfortable and at your best that you can make the kind of impact you, and we, live for. Your expertise is our capability, so we'll make sure it never stops growing. Whether it's from the complex work you do, or the people you collaborate with, you'll learn every day. Through world-class development, you'll gain invaluable technical and personal skills. Whatever your level, you'll learn how to lead. Connect to your next step . click apply for full job details
Jun 21, 2025
Full time
The Financial Investors Group at Deloitte is offering an exciting opportunity to work in one of the fastest growing sectors within the Financial Services Industry. This is one of the most dynamic areas of growth and one in which Deloitte are currently making significant investments. We work with the world's leading investment managers across both the traditional and alternative space, offering you the opportunity to expand and develop your own knowledge and skill set by working with large asset managers, hedge funds, large institutional investors, and custodians. Being a trusted advisor and building long term relationships with such clients is key to being successful in this sector. By working closely with Partners and Directors in the group it will allow you to develop and learn how to build such relationships whilst enhancing your own personal portfolio and networks. Deloitte's Investment Management Reporting Group already consists of a team of 35 well-established tax specialists who work exclusively with investment managers. The Group works closely with our UK Audit, Regulatory and Consulting specialists together with teams across 75 countries that are within our global investment management network. This enables us to provide our clients with comprehensive compliance and Advisory services. We support our clients with the development of products and advise on fund tax structuring together with ensuring they meet all reporting, filing and regulatory obligations with the relevant authorities. You will be required to undertake a comprehensive list of duties relating to investor reporting. The different projects that you will be managing will ensure that you are challenged on a daily basis. Connect to your career at Deloitte Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more. What brings us all together at Deloitte?It'show we approach the thousands of decisions we make everyday. How we behave, our beliefs and our attitudes. In other words: our values.Whatever we do, whereverwe arein the world, welead the way,serve with integrity,take care of each other,fosterinclusion, andcollaborate for measurable impact.These five shared values lead every decision wemake and action we take, guiding us to deliver impact how and where it mattersmost. Connect to your opportunity Our Managers support on fostering strong client relationships, and overseeing the efficient delivery of key aspects of client service. As a Manager you will use your commercial awareness and professional expertise, along with leveraging the skills and expertise of others, to deliver the best possible experience and outcomes for our clients. You will own or manage key elements of a client relationship and, with an appropriate level of support, will be expected to proactively identify tax issues for your clients and pursue new business development opportunities by utilising your networks and market knowledge. You will be a confident team player and enjoy sharing your knowledge and expertise with others, as well as continuing to build your own technical expertise or specialism. Key accountabilities include: Ownership and development of existing client relationships, including cultivation of relationships based on referrals from other parts of the UK and global business. Support senior team members in delivery of a range of compliance and related Advisory services to clients, in addition to developing the technical and operational skill set of junior team members. Work would include: Completion of investor tax reporting Providing advice to UK and international clients on investor tax reporting issues arising from new funds and/or restructuring of existing ranges Ad hoc advisory projects in relation to investor reporting Pro-actively ensuring that all relevant risk procedures are adhered to on engagements, in addition to taking financial responsibility for engagements Having input into client events on both an account and wider team level basis Connect to your skills and professional experience The desire and motivation to advance your career in financial services The ability to manage a portfolio of clients and projects as well as managing junior staff The ability to work closely with clients, applying practical and commercial concepts to technical work The ability to work in a team Strong communication and written skills and The desire to be challenged and stretched UK investor tax reporting experience gained from an in-house role within a financial institution or from an accountancy/legal/advisory firm Knowledge of typical fund structures and the investor reporting implications associated ACA/CTA or equivalent qualification desirable but not required, similarly a working knowledge of reporting requirements in other key jurisdictions (e.g. Austria, Germany, Switzerland, US) would be advantageous Connect to your business - Tax Innovation and tax consultancy may not seem to go together, but that's exactly what you'll find at Deloitte. We're constantly seeking the new and working together to push the limits of what's possible. Discover a new kind of tax career that you can make your own. Our comprehensive range of services encompasses everything from the completion of tax returns (corporation tax self-assessment) to complex consultancy assignments and strategic tax planning. We advise on corporate and general tax, international M&A, stamp tax, cross-border transfer pricing, reorganisations and reconstructions, and competent authority negotiations. Personal independence Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request. Connect with your colleagues "I thoroughly enjoy the opportunities and the people I engage with: they enrich my day immensely. Every week throws up new challenges, new risks to assess, new plans to develop." -Montine, Tax & Legal "At Deloitte we work with some of the world's biggest and most prestigious businesses, because we're recognised for our expertise and insight. Every challenge, issue or opportunity has tax considerations - and so we give insightful and proactive advice to help clients navigate risk, complexity, and business-critical decisions." -Oliver, Tax & Legal Our hybrid working policy You'll be based in Glasgow or London with hybrid working. At Deloitte we understand the importance of balancing your career alongside your home life. That's why we'll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you'll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You'll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritise your wellbeing. Please check with your recruiter for the specific working requirements that may apply for your role. Connect to your return to work opportunity Are you looking to return to the workplace after an extended career break? For this role we can offer coaching and support designed for returners to refresh your knowledge and skills, and help your transition back into the workplace after a career break of two years or more. If this is relevant for you, just let your recruiter know when you make your application. Our commitment to you Making an impact is more than just what we do: it's why we're here. So we work hard to create an environment where you can experience a purpose you believe in, the freedom to be you, and the capacity to go further than ever before. We want you. The true you. Your own strengths, perspective and personality. So we're nurturing a culture where everyone belongs, feels supported and heard, and is empowered to make a valuable, personal contribution. You can be sure we'll take your wellbeing seriously, too. Because it's only when you're comfortable and at your best that you can make the kind of impact you, and we, live for. Your expertise is our capability, so we'll make sure it never stops growing. Whether it's from the complex work you do, or the people you collaborate with, you'll learn every day. Through world-class development, you'll gain invaluable technical and personal skills. Whatever your level, you'll learn how to lead. Connect to your next step . click apply for full job details
Partnering with a FTSE100 global organisation, renowned for its portfolio of market-leading consumer brands, on the search for an experienced Tax Manager to join their team. This role will focus on overseeing direct tax compliance and advisory work across a diverse and growing international group of businesses. You'll play a key role in ensuring tax obligations are met efficiently and strategically, contributing to both compliance and planning efforts on a global scale. About the Role This is a very exciting opportunity within a global tax function, focused on managing and enhancing the organisation's approach to tax compliance across numerous international regions. You'll be at the heart of strategic tax planning and execution, working in a collaborative, fast-paced environment. Key Responsibilities Manage the end-to-end tax compliance process across multiple international markets. Deliver timely and accurate corporate tax filings, working with both internal teams and external advisors. Collaborate with finance, legal, and commercial stakeholders on tax planning and reporting activities. Support the preparation of tax disclosures for financial reporting under international accounting standards. Contribute to ongoing tax projects, including R&D claims, BEPS-related reporting, and capital allowance optimisation. Handle tax queries from across the organisation and provide practical, business-focused advice. Maintain professional relationships with local tax authorities and assist in regulatory correspondence or audit engagements. Build awareness of tax issues across functions and foster compliance best practices group-wide. Participate in tax forecasting and contribute to the group's broader financial strategy. Ideal Background Chartered tax advisor or qualified accountant with 5+ years post-qualification experience , ideally including time in an in-house tax function. Strong technical expertise in corporate tax , international tax compliance , and tax accounting (IFRS) . Solid understanding of evolving global tax regulations, including BEPS, CBCR, and controlled foreign company regimes. Ability to simplify complex tax issues for non-specialist audiences. Experience leading cross-functional projects and supporting junior team members. Excellent interpersonal and communication skills; confident working with stakeholders across business units and jurisdictions. Please submit your CV via this link or for more information
Jun 20, 2025
Full time
Partnering with a FTSE100 global organisation, renowned for its portfolio of market-leading consumer brands, on the search for an experienced Tax Manager to join their team. This role will focus on overseeing direct tax compliance and advisory work across a diverse and growing international group of businesses. You'll play a key role in ensuring tax obligations are met efficiently and strategically, contributing to both compliance and planning efforts on a global scale. About the Role This is a very exciting opportunity within a global tax function, focused on managing and enhancing the organisation's approach to tax compliance across numerous international regions. You'll be at the heart of strategic tax planning and execution, working in a collaborative, fast-paced environment. Key Responsibilities Manage the end-to-end tax compliance process across multiple international markets. Deliver timely and accurate corporate tax filings, working with both internal teams and external advisors. Collaborate with finance, legal, and commercial stakeholders on tax planning and reporting activities. Support the preparation of tax disclosures for financial reporting under international accounting standards. Contribute to ongoing tax projects, including R&D claims, BEPS-related reporting, and capital allowance optimisation. Handle tax queries from across the organisation and provide practical, business-focused advice. Maintain professional relationships with local tax authorities and assist in regulatory correspondence or audit engagements. Build awareness of tax issues across functions and foster compliance best practices group-wide. Participate in tax forecasting and contribute to the group's broader financial strategy. Ideal Background Chartered tax advisor or qualified accountant with 5+ years post-qualification experience , ideally including time in an in-house tax function. Strong technical expertise in corporate tax , international tax compliance , and tax accounting (IFRS) . Solid understanding of evolving global tax regulations, including BEPS, CBCR, and controlled foreign company regimes. Ability to simplify complex tax issues for non-specialist audiences. Experience leading cross-functional projects and supporting junior team members. Excellent interpersonal and communication skills; confident working with stakeholders across business units and jurisdictions. Please submit your CV via this link or for more information
We are exclusively partnering with a globally renowned FMCG multinational in their search for an experienced Tax Manager to join their UK Tax Team. This role presents a unique opportunity to be part of a dynamic organisation, currently going through an exciting transformation period. The position involves advising on regional tax matters, overseeing compliance processes, managing regulatory interactions, whilst also driving tax technology & process automation. Responsibilities Ensure alignment with global tax policies and risk management frameworks while addressing local regulatory requirements. Provide expert tax insights on business activities, transactions, acquisitions, and commercial agreements. Navigate audits and tax disputes, working with external specialists and central teams for consistent resolutions. Oversee tax filings and reconciliations, collaborating with third-party service providers and internal teams. Develop strategies to manage tax risks, strengthen internal controls, and support governance frameworks. Track tax law developments, evaluating business impacts and advising on necessary adjustments. Contribute to decisions on tax-related elements of business-wide financial systems. Qualifications Bachelor's degree or equivalent experience in Accounting or Finance 3 to 5 years' of post-qualified experience (ACA, CTA or relevant qualification) Background in multinational corporations or top-tier advisory firms. Skilled communicator, confident in liaising with diverse stakeholders. For more information, please get in touch at
Jun 20, 2025
Full time
We are exclusively partnering with a globally renowned FMCG multinational in their search for an experienced Tax Manager to join their UK Tax Team. This role presents a unique opportunity to be part of a dynamic organisation, currently going through an exciting transformation period. The position involves advising on regional tax matters, overseeing compliance processes, managing regulatory interactions, whilst also driving tax technology & process automation. Responsibilities Ensure alignment with global tax policies and risk management frameworks while addressing local regulatory requirements. Provide expert tax insights on business activities, transactions, acquisitions, and commercial agreements. Navigate audits and tax disputes, working with external specialists and central teams for consistent resolutions. Oversee tax filings and reconciliations, collaborating with third-party service providers and internal teams. Develop strategies to manage tax risks, strengthen internal controls, and support governance frameworks. Track tax law developments, evaluating business impacts and advising on necessary adjustments. Contribute to decisions on tax-related elements of business-wide financial systems. Qualifications Bachelor's degree or equivalent experience in Accounting or Finance 3 to 5 years' of post-qualified experience (ACA, CTA or relevant qualification) Background in multinational corporations or top-tier advisory firms. Skilled communicator, confident in liaising with diverse stakeholders. For more information, please get in touch at
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We'll help you succeed Our Trust Tax team offers a plethora of carefully tailored services to an equally varied range of clients - from UK and offshore Trusts, Charities and Estates, to entrepreneurs, entertainers and more. Part of the Private Client Services team, our expertise plays an integral part of a family's overall tax planning strategy. Here, you'll have the opportunity to expand and strengthen your skillset and gain an invaluable insight into the wider Tax business within BDO. You'll be supported to develop your career and help others do the same, all while undertaking an exciting, varied workload for a broad range of clients. This role is as part of the team responsible for assisting Partners, Directors and other senior staff in servicing clients, directing Trust services and managing people within the Trust team. Trust tax knowledge is essential as is a wider knowledge of personal taxation. The primary day to day responsibility will be to act as a point of contact within the firm for the client together with the other senior staff. You will deal with all matters relating to the management of a portfolio of existing clients including billings and cash collection within the firm's criteria. Key to the role is for the individual to be able to pro-actively manage their own workload, provide overall support to Senior Managers and Directors on client matters and assist Directors in the management of the day-to-day delivery of all trust tax compliance and trust accounts work. You'll be someone with: Experience in providing trust and estate advice to high net worth individuals (experience of charity clients is a plus but not essential). Proven specialist technical private client experience, and the ability to deal with complex trust tax issues, gained within a practice environment. Experience of reviewing Trust accounts and associated tax accounting aspects (e.g. computing tax pools) Experience of dealing with HNW clients Staff management experience CTA and/or STEP qualified (or equivalent) You'll also be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task in hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we're working side by side. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for our clients and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in them. Across 17 UK locations, we are 6,500 unique minds coming together to help our clients reach their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jun 20, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We'll help you succeed Our Trust Tax team offers a plethora of carefully tailored services to an equally varied range of clients - from UK and offshore Trusts, Charities and Estates, to entrepreneurs, entertainers and more. Part of the Private Client Services team, our expertise plays an integral part of a family's overall tax planning strategy. Here, you'll have the opportunity to expand and strengthen your skillset and gain an invaluable insight into the wider Tax business within BDO. You'll be supported to develop your career and help others do the same, all while undertaking an exciting, varied workload for a broad range of clients. This role is as part of the team responsible for assisting Partners, Directors and other senior staff in servicing clients, directing Trust services and managing people within the Trust team. Trust tax knowledge is essential as is a wider knowledge of personal taxation. The primary day to day responsibility will be to act as a point of contact within the firm for the client together with the other senior staff. You will deal with all matters relating to the management of a portfolio of existing clients including billings and cash collection within the firm's criteria. Key to the role is for the individual to be able to pro-actively manage their own workload, provide overall support to Senior Managers and Directors on client matters and assist Directors in the management of the day-to-day delivery of all trust tax compliance and trust accounts work. You'll be someone with: Experience in providing trust and estate advice to high net worth individuals (experience of charity clients is a plus but not essential). Proven specialist technical private client experience, and the ability to deal with complex trust tax issues, gained within a practice environment. Experience of reviewing Trust accounts and associated tax accounting aspects (e.g. computing tax pools) Experience of dealing with HNW clients Staff management experience CTA and/or STEP qualified (or equivalent) You'll also be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task in hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we're working side by side. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for our clients and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in them. Across 17 UK locations, we are 6,500 unique minds coming together to help our clients reach their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Senior Manager - Private Client Tax Join the Private Client Tax team at one of London's most respected advisory firms. This isn't just another senior role - it's the opportunity for a platform to Director and beyond. What makes this different: Just 2 days in office - genuine flexibility that works for your life Partner-led culture - direct access to senior leadership and complex work Clear progression pathway - structured route to Director/Partner with personal coaching Technical variety - sophisticated HNW clients across diverse sectors and structures Business ownership - your clients, your relationships, your P&L responsibility Your role: Lead a portfolio of high-net worth clients requiring complex tax planning and structuring advice. You'll manage client relationships, develop business opportunities, and mentor junior team members while building your own path to partnership. What we need: CTA/ACA qualified or equivalent Ready to take ownership and drive results Ambition to build something significant What you get: the resources of a major firm but the culture of a boutique practice. Competitive package plus comprehensive benefits, career coaching, and genuine investment in your development. Ready to step up? This is where senior managers become partners. If you're looking for more than just another move - if you want to build your career with a firm that invests in your success - let's talk. Apply now or contact me directly to discuss this opportunity. At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer. By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.
Jun 20, 2025
Full time
Senior Manager - Private Client Tax Join the Private Client Tax team at one of London's most respected advisory firms. This isn't just another senior role - it's the opportunity for a platform to Director and beyond. What makes this different: Just 2 days in office - genuine flexibility that works for your life Partner-led culture - direct access to senior leadership and complex work Clear progression pathway - structured route to Director/Partner with personal coaching Technical variety - sophisticated HNW clients across diverse sectors and structures Business ownership - your clients, your relationships, your P&L responsibility Your role: Lead a portfolio of high-net worth clients requiring complex tax planning and structuring advice. You'll manage client relationships, develop business opportunities, and mentor junior team members while building your own path to partnership. What we need: CTA/ACA qualified or equivalent Ready to take ownership and drive results Ambition to build something significant What you get: the resources of a major firm but the culture of a boutique practice. Competitive package plus comprehensive benefits, career coaching, and genuine investment in your development. Ready to step up? This is where senior managers become partners. If you're looking for more than just another move - if you want to build your career with a firm that invests in your success - let's talk. Apply now or contact me directly to discuss this opportunity. At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer. By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.
At Forvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to grow , feel empowered and that they belong to the future direction of the firm. We're constantly improving the way we work, so that we enhance the solutions we offer. You'll have a big say in the way your role and your team works so you can make an impact on our business. Are you looking to make your mark in Private Client Tax as Associate Director? Are you looking to grow our business as if it was your own? And are you looking for open, engaged and collaborative teams? Then apply to the role today! Roles & Responsibilities As a Private Client Tax Advisory Associate Director you will be responsible for: Reviewing tax reports prepared by junior members of the team. Ensuring WIP analysis and billing are kept up to date. Ensuring files are of an appropriate standard for QCR purposes. Liaising with HMRC regarding various issues. Assisting the partner with identifying specific advisory issues to consider e.g. shareholder profit extraction/exit planning, shareholder and personal succession planning, individual relocation etc. Skills, Knowledge and Experience Holds relevant professional qualification (e.g. CTA) or equivalent experience. Extensive experience of personal tax services. Significant experience of developing project plans and ensuring deadlines are met. Ability to think creatively, generate innovative ideas, develop new initiatives and methodologies. Experience of identifying opportunities for business development on tax clients and across other service lines. Proficiency with personal tax on CCH Central would be an advantage. We are also open to speaking with Senior Managers/Associate Directors looking to step up into a Director level position About Forvis Mazars Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories. At Forvis Mazars, we celebrate individuality and thrive on teamwork. We give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and make an impact so that everyone can reach their full potential, further details can be found on our website.
Jun 20, 2025
Full time
At Forvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to grow , feel empowered and that they belong to the future direction of the firm. We're constantly improving the way we work, so that we enhance the solutions we offer. You'll have a big say in the way your role and your team works so you can make an impact on our business. Are you looking to make your mark in Private Client Tax as Associate Director? Are you looking to grow our business as if it was your own? And are you looking for open, engaged and collaborative teams? Then apply to the role today! Roles & Responsibilities As a Private Client Tax Advisory Associate Director you will be responsible for: Reviewing tax reports prepared by junior members of the team. Ensuring WIP analysis and billing are kept up to date. Ensuring files are of an appropriate standard for QCR purposes. Liaising with HMRC regarding various issues. Assisting the partner with identifying specific advisory issues to consider e.g. shareholder profit extraction/exit planning, shareholder and personal succession planning, individual relocation etc. Skills, Knowledge and Experience Holds relevant professional qualification (e.g. CTA) or equivalent experience. Extensive experience of personal tax services. Significant experience of developing project plans and ensuring deadlines are met. Ability to think creatively, generate innovative ideas, develop new initiatives and methodologies. Experience of identifying opportunities for business development on tax clients and across other service lines. Proficiency with personal tax on CCH Central would be an advantage. We are also open to speaking with Senior Managers/Associate Directors looking to step up into a Director level position About Forvis Mazars Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories. At Forvis Mazars, we celebrate individuality and thrive on teamwork. We give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and make an impact so that everyone can reach their full potential, further details can be found on our website.
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We'll help you succeed Our Trust Tax team offers a plethora of carefully tailored services to an equally varied range of clients - from UK and offshore Trusts, Charities and Estates, to entrepreneurs, entertainers and more. Part of the Private Client Services team, our expertise plays an integral part of a family's overall tax planning strategy. Here, you'll have the opportunity to expand and strengthen your skillset and gain an invaluable insight into the wider Tax business within BDO. You'll be supported to develop your career and help others do the same, all while undertaking an exciting, varied workload for a broad range of clients. This role is as part of the team responsible for assisting Partners, Directors and other senior staff in servicing clients, directing Trust services and managing people within the Trust team. Trust tax knowledge is essential as is a wider knowledge of personal taxation. The primary day to day responsibility will be to act as a point of contact within the firm for the client together with the other senior staff. You will deal with all matters relating to the management of a portfolio of existing clients including billings and cash collection within the firm's criteria. Key to the role is for the individual to be able to pro-actively manage their own workload, provide overall support to Senior Managers and Directors on client matters and assist Directors in the management of the day-to-day delivery of all trust tax compliance and trust accounts work. You'll be someone with: Experience in providing trust and estate advice to high net worth individuals (experience of charity clients is a plus but not essential). Proven specialist technical private client experience, and the ability to deal with complex trust tax issues, gained within a practice environment. Experience of reviewing Trust accounts and associated tax accounting aspects (e.g. computing tax pools) Experience of dealing with HNW clients Staff management experience CTA and/or STEP qualified (or equivalent) You'll also be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task in hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we're working side by side. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for our clients and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in them. Across 17 UK locations, we are 6,500 unique minds coming together to help our clients reach their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jun 20, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We'll help you succeed Our Trust Tax team offers a plethora of carefully tailored services to an equally varied range of clients - from UK and offshore Trusts, Charities and Estates, to entrepreneurs, entertainers and more. Part of the Private Client Services team, our expertise plays an integral part of a family's overall tax planning strategy. Here, you'll have the opportunity to expand and strengthen your skillset and gain an invaluable insight into the wider Tax business within BDO. You'll be supported to develop your career and help others do the same, all while undertaking an exciting, varied workload for a broad range of clients. This role is as part of the team responsible for assisting Partners, Directors and other senior staff in servicing clients, directing Trust services and managing people within the Trust team. Trust tax knowledge is essential as is a wider knowledge of personal taxation. The primary day to day responsibility will be to act as a point of contact within the firm for the client together with the other senior staff. You will deal with all matters relating to the management of a portfolio of existing clients including billings and cash collection within the firm's criteria. Key to the role is for the individual to be able to pro-actively manage their own workload, provide overall support to Senior Managers and Directors on client matters and assist Directors in the management of the day-to-day delivery of all trust tax compliance and trust accounts work. You'll be someone with: Experience in providing trust and estate advice to high net worth individuals (experience of charity clients is a plus but not essential). Proven specialist technical private client experience, and the ability to deal with complex trust tax issues, gained within a practice environment. Experience of reviewing Trust accounts and associated tax accounting aspects (e.g. computing tax pools) Experience of dealing with HNW clients Staff management experience CTA and/or STEP qualified (or equivalent) You'll also be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task in hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we're working side by side. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for our clients and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in them. Across 17 UK locations, we are 6,500 unique minds coming together to help our clients reach their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Working, achieving, and thriving together, our Tax team move with every challenge. Friendly, driven and diverse, they service our clients across the country and around the world. By providing expertise in many different specialist areas of tax, they collaborate across BDO to deliver wider business solutions. From meeting clients' evolving business needs to managing changes to legislation, there are always fresh challenges to face in the Tax team. If you're after a career that will keep you on your toes, we'll give you the autonomy to drive your career forward. Tax is a dynamic, ever-changing industry. As our clients' needs and the regulatory environment evolve, you'll encounter new problems to solve and new opportunities for growth. Whether it's advising clients on high-profile specialisms like Corporation Tax or leading the implementation of intelligent technology solutions, you'll enjoy variety as well as stretch in your role. BDO supports all kinds of different businesses in different sectors across the UK and around the world. You'll be providing Tax Advisory services to start-ups and scale-ups, to private businesses and FTSE listed multinationals. Each of our clients has different needs and in applying your expertise in different contexts, you'll develop your skills and gain valuable experience that will serve you throughout your career. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. Responsibilities: Manage a portfolio of clients including control of billings and cash collection within the firms' criteria Advise on a range of tax matters, succession planning and restructuring projects, as well as review complex UK tax computations and returns To ensure assignments are completed within agreed budgets and keep client/Partner informed of overruns and plan staff assignments in order to give an appropriate spread of experience Ensure that the firm's quality control procedures are adhered to Identify risk and technical matters, as well as selling opportunities, to the Partner, whilst exercising judgement within agreed parameters. Must provide overall support to Partners on client matters and assist Partners in the management of the group, this will include support at times for the recruitment and management of staff Must be able to recognise business development opportunities and inform and work with the Partner and the client to develop these when they arise Develop contact with clients at senior level and maintain contact with other levels as appropriate to ensure the firm has the confidence of the client We're looking for someone with: Strong understanding of the technical complexities that our clients face and be able to provide clear, concise and practical advice Strong technical ability in the field of private client, in particular advising non-UK domiciled individuals and their personal/family structures on their global tax position Keen to develop specialist knowledge in the taxation of private equity executives as well as a general ability and desire to deal with complex tax issues Ability to maintain an in depth, up to date, knowledge of taxation Project management experience Team management experience. Demonstrable experience of successfully managing a substantial client portfolio An inquisitive nature, able to identify opportunities to enhance our client offering Senior stakeholder management experience. CTA and/or ACA qualified or equivalent You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jun 20, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Working, achieving, and thriving together, our Tax team move with every challenge. Friendly, driven and diverse, they service our clients across the country and around the world. By providing expertise in many different specialist areas of tax, they collaborate across BDO to deliver wider business solutions. From meeting clients' evolving business needs to managing changes to legislation, there are always fresh challenges to face in the Tax team. If you're after a career that will keep you on your toes, we'll give you the autonomy to drive your career forward. Tax is a dynamic, ever-changing industry. As our clients' needs and the regulatory environment evolve, you'll encounter new problems to solve and new opportunities for growth. Whether it's advising clients on high-profile specialisms like Corporation Tax or leading the implementation of intelligent technology solutions, you'll enjoy variety as well as stretch in your role. BDO supports all kinds of different businesses in different sectors across the UK and around the world. You'll be providing Tax Advisory services to start-ups and scale-ups, to private businesses and FTSE listed multinationals. Each of our clients has different needs and in applying your expertise in different contexts, you'll develop your skills and gain valuable experience that will serve you throughout your career. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. Responsibilities: Manage a portfolio of clients including control of billings and cash collection within the firms' criteria Advise on a range of tax matters, succession planning and restructuring projects, as well as review complex UK tax computations and returns To ensure assignments are completed within agreed budgets and keep client/Partner informed of overruns and plan staff assignments in order to give an appropriate spread of experience Ensure that the firm's quality control procedures are adhered to Identify risk and technical matters, as well as selling opportunities, to the Partner, whilst exercising judgement within agreed parameters. Must provide overall support to Partners on client matters and assist Partners in the management of the group, this will include support at times for the recruitment and management of staff Must be able to recognise business development opportunities and inform and work with the Partner and the client to develop these when they arise Develop contact with clients at senior level and maintain contact with other levels as appropriate to ensure the firm has the confidence of the client We're looking for someone with: Strong understanding of the technical complexities that our clients face and be able to provide clear, concise and practical advice Strong technical ability in the field of private client, in particular advising non-UK domiciled individuals and their personal/family structures on their global tax position Keen to develop specialist knowledge in the taxation of private equity executives as well as a general ability and desire to deal with complex tax issues Ability to maintain an in depth, up to date, knowledge of taxation Project management experience Team management experience. Demonstrable experience of successfully managing a substantial client portfolio An inquisitive nature, able to identify opportunities to enhance our client offering Senior stakeholder management experience. CTA and/or ACA qualified or equivalent You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Are you looking to join a growing firm and progress your tax career? We have an incredible opportunity for a Corporate Tax Manager to join a firm of Chartered Accountants based in York. This role is a mix of tax advisory and managing clients corporate tax affairs. As a Corporate Tax Manager, you will be responsible for: Managing a portfolio of corporate tax clients click apply for full job details
Jun 20, 2025
Full time
Are you looking to join a growing firm and progress your tax career? We have an incredible opportunity for a Corporate Tax Manager to join a firm of Chartered Accountants based in York. This role is a mix of tax advisory and managing clients corporate tax affairs. As a Corporate Tax Manager, you will be responsible for: Managing a portfolio of corporate tax clients click apply for full job details
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We'll help you succeed Our Trust Tax team offers a plethora of carefully tailored services to an equally varied range of clients - from UK and offshore Trusts, Charities and Estates, to entrepreneurs, entertainers and more. Part of the Private Client Services team, our expertise plays an integral part of a family's overall tax planning strategy. Here, you'll have the opportunity to expand and strengthen your skillset and gain an invaluable insight into the wider Tax business within BDO. You'll be supported to develop your career and help others do the same, all while undertaking an exciting, varied workload for a broad range of clients. This role is as part of the team responsible for assisting Partners, Directors and other senior staff in servicing clients, directing Trust services and managing people within the Trust team. Trust tax knowledge is essential as is a wider knowledge of personal taxation. The primary day to day responsibility will be to act as a point of contact within the firm for the client together with the other senior staff. You will deal with all matters relating to the management of a portfolio of existing clients including billings and cash collection within the firm's criteria. Key to the role is for the individual to be able to pro-actively manage their own workload, provide overall support to Senior Managers and Directors on client matters and assist Directors in the management of the day-to-day delivery of all trust tax compliance and trust accounts work. You'll be someone with: Experience in providing trust and estate advice to high net worth individuals (experience of charity clients is a plus but not essential). Proven specialist technical private client experience, and the ability to deal with complex trust tax issues, gained within a practice environment. Experience of reviewing Trust accounts and associated tax accounting aspects (e.g. computing tax pools) Experience of dealing with HNW clients Staff management experience CTA and/or STEP qualified (or equivalent) You'll also be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task in hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we're working side by side. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for our clients and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in them. Across 17 UK locations, we are 6,500 unique minds coming together to help our clients reach their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jun 20, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We'll help you succeed Our Trust Tax team offers a plethora of carefully tailored services to an equally varied range of clients - from UK and offshore Trusts, Charities and Estates, to entrepreneurs, entertainers and more. Part of the Private Client Services team, our expertise plays an integral part of a family's overall tax planning strategy. Here, you'll have the opportunity to expand and strengthen your skillset and gain an invaluable insight into the wider Tax business within BDO. You'll be supported to develop your career and help others do the same, all while undertaking an exciting, varied workload for a broad range of clients. This role is as part of the team responsible for assisting Partners, Directors and other senior staff in servicing clients, directing Trust services and managing people within the Trust team. Trust tax knowledge is essential as is a wider knowledge of personal taxation. The primary day to day responsibility will be to act as a point of contact within the firm for the client together with the other senior staff. You will deal with all matters relating to the management of a portfolio of existing clients including billings and cash collection within the firm's criteria. Key to the role is for the individual to be able to pro-actively manage their own workload, provide overall support to Senior Managers and Directors on client matters and assist Directors in the management of the day-to-day delivery of all trust tax compliance and trust accounts work. You'll be someone with: Experience in providing trust and estate advice to high net worth individuals (experience of charity clients is a plus but not essential). Proven specialist technical private client experience, and the ability to deal with complex trust tax issues, gained within a practice environment. Experience of reviewing Trust accounts and associated tax accounting aspects (e.g. computing tax pools) Experience of dealing with HNW clients Staff management experience CTA and/or STEP qualified (or equivalent) You'll also be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task in hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we're working side by side. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for our clients and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in them. Across 17 UK locations, we are 6,500 unique minds coming together to help our clients reach their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
At Forvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to grow , feel empowered and that they belong to the future direction of the firm. We're constantly improving the way we work, so that we enhance the solutions we offer. You'll have a big say in the way your role and your team works so you can make an impact on our business. Are you looking to make your mark in Private Client Tax as Associate Director? Are you looking to grow our business as if it was your own? And are you looking for open, engaged and collaborative teams? Then apply to the role today! Roles & Responsibilities As a Private Client Tax Advisory Associate Director you will be responsible for: Reviewing tax reports prepared by junior members of the team. Ensuring WIP analysis and billing are kept up to date. Ensuring files are of an appropriate standard for QCR purposes. Liaising with HMRC regarding various issues. Assisting the partner with identifying specific advisory issues to consider e.g. shareholder profit extraction/exit planning, shareholder and personal succession planning, individual relocation etc. Skills, Knowledge and Experience Holds relevant professional qualification (e.g. CTA) or equivalent experience. Extensive experience of personal tax services. Significant experience of developing project plans and ensuring deadlines are met. Ability to think creatively, generate innovative ideas, develop new initiatives and methodologies. Experience of identifying opportunities for business development on tax clients and across other service lines. Proficiency with personal tax on CCH Central would be an advantage. We are also open to speaking with Senior Managers/Associate Directors looking to step up into a Director level position About Forvis Mazars Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories. At Forvis Mazars, we celebrate individuality and thrive on teamwork. We give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and make an impact so that everyone can reach their full potential, further details can be found on our website.
Jun 20, 2025
Full time
At Forvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to grow , feel empowered and that they belong to the future direction of the firm. We're constantly improving the way we work, so that we enhance the solutions we offer. You'll have a big say in the way your role and your team works so you can make an impact on our business. Are you looking to make your mark in Private Client Tax as Associate Director? Are you looking to grow our business as if it was your own? And are you looking for open, engaged and collaborative teams? Then apply to the role today! Roles & Responsibilities As a Private Client Tax Advisory Associate Director you will be responsible for: Reviewing tax reports prepared by junior members of the team. Ensuring WIP analysis and billing are kept up to date. Ensuring files are of an appropriate standard for QCR purposes. Liaising with HMRC regarding various issues. Assisting the partner with identifying specific advisory issues to consider e.g. shareholder profit extraction/exit planning, shareholder and personal succession planning, individual relocation etc. Skills, Knowledge and Experience Holds relevant professional qualification (e.g. CTA) or equivalent experience. Extensive experience of personal tax services. Significant experience of developing project plans and ensuring deadlines are met. Ability to think creatively, generate innovative ideas, develop new initiatives and methodologies. Experience of identifying opportunities for business development on tax clients and across other service lines. Proficiency with personal tax on CCH Central would be an advantage. We are also open to speaking with Senior Managers/Associate Directors looking to step up into a Director level position About Forvis Mazars Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories. At Forvis Mazars, we celebrate individuality and thrive on teamwork. We give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and make an impact so that everyone can reach their full potential, further details can be found on our website.
At Forvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to grow , feel empowered and that they belong to the future direction of the firm. We're constantly improving the way we work, so that we enhance the solutions we offer. You'll have a big say in the way your role and your team works so you can make an impact on our business. Are you looking to make your mark in Private Client Tax as Associate Director? Are you looking to grow our business as if it was your own? And are you looking for open, engaged and collaborative teams? Then apply to the role today! Roles & Responsibilities As a Private Client Tax Advisory Associate Director you will be responsible for: Reviewing tax reports prepared by junior members of the team. Ensuring WIP analysis and billing are kept up to date. Ensuring files are of an appropriate standard for QCR purposes. Liaising with HMRC regarding various issues. Assisting the partner with identifying specific advisory issues to consider e.g. shareholder profit extraction/exit planning, shareholder and personal succession planning, individual relocation etc. Skills, Knowledge and Experience Holds relevant professional qualification (e.g. CTA) or equivalent experience. Extensive experience of personal tax services. Significant experience of developing project plans and ensuring deadlines are met. Ability to think creatively, generate innovative ideas, develop new initiatives and methodologies. Experience of identifying opportunities for business development on tax clients and across other service lines. Proficiency with personal tax on CCH Central would be an advantage. We are also open to speaking with Senior Managers/Associate Directors looking to step up into a Director level position About Forvis Mazars Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories. At Forvis Mazars, we celebrate individuality and thrive on teamwork. We give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and make an impact so that everyone can reach their full potential, further details can be found on our website.
Jun 20, 2025
Full time
At Forvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to grow , feel empowered and that they belong to the future direction of the firm. We're constantly improving the way we work, so that we enhance the solutions we offer. You'll have a big say in the way your role and your team works so you can make an impact on our business. Are you looking to make your mark in Private Client Tax as Associate Director? Are you looking to grow our business as if it was your own? And are you looking for open, engaged and collaborative teams? Then apply to the role today! Roles & Responsibilities As a Private Client Tax Advisory Associate Director you will be responsible for: Reviewing tax reports prepared by junior members of the team. Ensuring WIP analysis and billing are kept up to date. Ensuring files are of an appropriate standard for QCR purposes. Liaising with HMRC regarding various issues. Assisting the partner with identifying specific advisory issues to consider e.g. shareholder profit extraction/exit planning, shareholder and personal succession planning, individual relocation etc. Skills, Knowledge and Experience Holds relevant professional qualification (e.g. CTA) or equivalent experience. Extensive experience of personal tax services. Significant experience of developing project plans and ensuring deadlines are met. Ability to think creatively, generate innovative ideas, develop new initiatives and methodologies. Experience of identifying opportunities for business development on tax clients and across other service lines. Proficiency with personal tax on CCH Central would be an advantage. We are also open to speaking with Senior Managers/Associate Directors looking to step up into a Director level position About Forvis Mazars Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories. At Forvis Mazars, we celebrate individuality and thrive on teamwork. We give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and make an impact so that everyone can reach their full potential, further details can be found on our website.
Job Description Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. We'll broaden your horizons Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We'll help you succeed Our clients trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with clients and building long-lasting relationships. You'll be someone who can work pro-actively, managing your own tasks, but you'll also be confident collaborating with others, communicating regularly with senior managers, Directors, and BDO's Partners to enable us to serve our clients effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to our clients. Role Overview This role within the Private Client Services team will provide full UK tax compliance and advisory services to a wide range of regional, London and internationally based clients. An Assistant Manager is required to lead/support the continued expansion of the Private Client Services team generally with a focus on advisory work for HNWIs and families, entrepreneurs, OMBs, private equity, trusts, with a varied asset base. The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients - this portfolio will be split between advisory and tax compliance initially, but with a move to more advisory work in the longer term. You will also provide assistance to Partners/Directors and the wider manager team in both client work and in the management of the team and will be involved in special assignments on an ad hoc basis. Part of the role requires the individual to actively seek and be involved in business development and proposals working with Partner/Director and the manager team on opportunities arising from existing and new clients. There will also be opportunities to work with other BDO tax specialists nationally and internationally. Responsibilities To act as a key point of contact within the firm for the client, together with the Partner. This will involve responding quickly to, as well as anticipating, client requests/needs, keeping clients informed of progress in relation to all aspects of the service provided, and maintaining regular contact with clients; There will be an expectation that you will take full responsibility for project delivery on their portfolio Have a strong understanding of the technical complexities that our clients face and be able to provide clear, concise and practical advice Manage a varied portfolio of clients commercially including control of billings and cash collection within the firms criteria Review of work prepared by more junior members of staff Liaise with HMRC To ensure assignments are completed within agreed budgets and keep client/Partner/Director/Manager informed of overruns and plan staff assignments in order to give an appropriate spread of experience Ensure that the firm's quality control procedures are adhered to at all times Identify risk and technical matters, as well as selling opportunities, to the Partner/Director/Manager group, whilst exercising judgement within agreed parameters. Management: Must provide overall support to Partners/Directors and Managers on client matters and assist in the management of the group, this will include support at times for the recruitment and management of staff Will assist the management team within the business group, to provide support to the rest of the Tax team Actively participate team meetings. Training must be provided to more junior staff both on the job and through monitoring exam and on the job performance, whilst consistently providing feedback Counsel, appraise, develop and motivate staff as appropriate Sales and Marketing: Must be able to recognise business development opportunities and inform and work with the Partners/Directors/Managers and the client to develop these when they arise Participate in bids/proposals for new work and business development with intermediaries Communication and representation: Develop contact with clients at senior level and maintain contact with other levels as appropriate to ensure the firm has the confidence of the client Act as a liaison between the client and other specialist service groups within BDO Contribute presenting on internal courses and meetings To work on own initiative Consult with colleagues and Partners/Directors/Managers on technical and risk matters. Requirements Educated to degree level, and/or CTA and/or ACA qualified or equivalent Demonstrable post qualified experience Strong technical ability in the field of private client. Guide and supervise less experienced colleagues. Support, train, mentor and advise others in own area. Challenge current practice - driving improvements and championing change. Take personal responsibility for own decisions and actions and those of others. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jun 20, 2025
Full time
Job Description Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. We'll broaden your horizons Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We'll help you succeed Our clients trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with clients and building long-lasting relationships. You'll be someone who can work pro-actively, managing your own tasks, but you'll also be confident collaborating with others, communicating regularly with senior managers, Directors, and BDO's Partners to enable us to serve our clients effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to our clients. Role Overview This role within the Private Client Services team will provide full UK tax compliance and advisory services to a wide range of regional, London and internationally based clients. An Assistant Manager is required to lead/support the continued expansion of the Private Client Services team generally with a focus on advisory work for HNWIs and families, entrepreneurs, OMBs, private equity, trusts, with a varied asset base. The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients - this portfolio will be split between advisory and tax compliance initially, but with a move to more advisory work in the longer term. You will also provide assistance to Partners/Directors and the wider manager team in both client work and in the management of the team and will be involved in special assignments on an ad hoc basis. Part of the role requires the individual to actively seek and be involved in business development and proposals working with Partner/Director and the manager team on opportunities arising from existing and new clients. There will also be opportunities to work with other BDO tax specialists nationally and internationally. Responsibilities To act as a key point of contact within the firm for the client, together with the Partner. This will involve responding quickly to, as well as anticipating, client requests/needs, keeping clients informed of progress in relation to all aspects of the service provided, and maintaining regular contact with clients; There will be an expectation that you will take full responsibility for project delivery on their portfolio Have a strong understanding of the technical complexities that our clients face and be able to provide clear, concise and practical advice Manage a varied portfolio of clients commercially including control of billings and cash collection within the firms criteria Review of work prepared by more junior members of staff Liaise with HMRC To ensure assignments are completed within agreed budgets and keep client/Partner/Director/Manager informed of overruns and plan staff assignments in order to give an appropriate spread of experience Ensure that the firm's quality control procedures are adhered to at all times Identify risk and technical matters, as well as selling opportunities, to the Partner/Director/Manager group, whilst exercising judgement within agreed parameters. Management: Must provide overall support to Partners/Directors and Managers on client matters and assist in the management of the group, this will include support at times for the recruitment and management of staff Will assist the management team within the business group, to provide support to the rest of the Tax team Actively participate team meetings. Training must be provided to more junior staff both on the job and through monitoring exam and on the job performance, whilst consistently providing feedback Counsel, appraise, develop and motivate staff as appropriate Sales and Marketing: Must be able to recognise business development opportunities and inform and work with the Partners/Directors/Managers and the client to develop these when they arise Participate in bids/proposals for new work and business development with intermediaries Communication and representation: Develop contact with clients at senior level and maintain contact with other levels as appropriate to ensure the firm has the confidence of the client Act as a liaison between the client and other specialist service groups within BDO Contribute presenting on internal courses and meetings To work on own initiative Consult with colleagues and Partners/Directors/Managers on technical and risk matters. Requirements Educated to degree level, and/or CTA and/or ACA qualified or equivalent Demonstrable post qualified experience Strong technical ability in the field of private client. Guide and supervise less experienced colleagues. Support, train, mentor and advise others in own area. Challenge current practice - driving improvements and championing change. Take personal responsibility for own decisions and actions and those of others. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Mixed Tax Senior Manager I am currently representing a leading professional services firm based in London and am currently seeking a Mixed Tax Senior Manager to work on the advisory of a portfolio of clients, including HNWI, UHNWI, sole traders, partnerships, OMBs, SMEs etc. This candidate will work closely with the Head of tax and be at the forefront of the tax team. The role: Provide expert tax advice to private clients, including HWNI, families, landlords, OMBs, private businesses Develop and implement tax planning strategies Manage and grow a portfolio of clients Stay up to date with changes in tax laws and regulations ensuring all clients are compliant Support junior members with complex tax returns Qualifications: CTA qualified (or equivalent) Minimum of 5 years of experience in private client tax advisory In-depth knowledge of tax laws and regulations Strong communication and interpersonal skills Benefits: Flexible working Opportunities for professional development and career advancement A supportive and collaborative work environment Competitive salary and benefits package What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career. #
Jun 20, 2025
Full time
Mixed Tax Senior Manager I am currently representing a leading professional services firm based in London and am currently seeking a Mixed Tax Senior Manager to work on the advisory of a portfolio of clients, including HNWI, UHNWI, sole traders, partnerships, OMBs, SMEs etc. This candidate will work closely with the Head of tax and be at the forefront of the tax team. The role: Provide expert tax advice to private clients, including HWNI, families, landlords, OMBs, private businesses Develop and implement tax planning strategies Manage and grow a portfolio of clients Stay up to date with changes in tax laws and regulations ensuring all clients are compliant Support junior members with complex tax returns Qualifications: CTA qualified (or equivalent) Minimum of 5 years of experience in private client tax advisory In-depth knowledge of tax laws and regulations Strong communication and interpersonal skills Benefits: Flexible working Opportunities for professional development and career advancement A supportive and collaborative work environment Competitive salary and benefits package What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career. #
