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private client tax director
Hays
Accountant
Hays Sevenoaks, Kent
Are you ready to work with cutting-edge SaaS and life sciences clients? Your new company Our client is a progressive and fast-growing firm that blends deep financial expertise with a personal, client-focused approach. Their talented team brings a wealth of experience and accessibility, enabling them to truly understand their clients' ambitions and support them in achieving their goals.They offer a comprehensive suite of integrated, innovative, and value-driven services across accounting, tax, and corporate finance. These solutions empower businesses, investors, and private clients to make smarter, more informed decisions. Your new role This is a fantastic opportunity to join a vibrant team working with high-growth start-ups, seed-stage ventures, and entrepreneurial clients in the tech sector-including software, SaaS, and life sciences. In this role, you will: Collaborate within the accounts team to deliver high-quality work and provide an advisory-led service to clients.Take ownership of preparing complex accounts under UK GAAP for review by partners and directors.Support clients with funding applications, due diligence processes, and business valuations.Prepare financial statements, reports, and other assignments as required.Build and maintain strong relationships with clients and third parties.Contribute to business development by promoting the firm's services to existing and prospective clients What you'll need to succeed Strong experience in preparing accounts under UK GAAP.A background in working with start-ups or entrepreneurial clients, ideally within the tech or life sciences sectors.Excellent communication and relationship-building skills.A proactive and advisory-led mindset.ACA/ACCA qualification (or equivalent) is preferred but not essential. What you'll get in return Hybrid working - enjoy flexibility with a mix of office and remote work.Flexible hours - designed to support work-life balance.Fast-paced, collaborative culture - with no expectation of overtime.Generous holiday allowance• 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 22, 2025
Full time
Are you ready to work with cutting-edge SaaS and life sciences clients? Your new company Our client is a progressive and fast-growing firm that blends deep financial expertise with a personal, client-focused approach. Their talented team brings a wealth of experience and accessibility, enabling them to truly understand their clients' ambitions and support them in achieving their goals.They offer a comprehensive suite of integrated, innovative, and value-driven services across accounting, tax, and corporate finance. These solutions empower businesses, investors, and private clients to make smarter, more informed decisions. Your new role This is a fantastic opportunity to join a vibrant team working with high-growth start-ups, seed-stage ventures, and entrepreneurial clients in the tech sector-including software, SaaS, and life sciences. In this role, you will: Collaborate within the accounts team to deliver high-quality work and provide an advisory-led service to clients.Take ownership of preparing complex accounts under UK GAAP for review by partners and directors.Support clients with funding applications, due diligence processes, and business valuations.Prepare financial statements, reports, and other assignments as required.Build and maintain strong relationships with clients and third parties.Contribute to business development by promoting the firm's services to existing and prospective clients What you'll need to succeed Strong experience in preparing accounts under UK GAAP.A background in working with start-ups or entrepreneurial clients, ideally within the tech or life sciences sectors.Excellent communication and relationship-building skills.A proactive and advisory-led mindset.ACA/ACCA qualification (or equivalent) is preferred but not essential. What you'll get in return Hybrid working - enjoy flexibility with a mix of office and remote work.Flexible hours - designed to support work-life balance.Fast-paced, collaborative culture - with no expectation of overtime.Generous holiday allowance• 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. #
Brewer Morris
Restructuring Tax Manager
Brewer Morris
The Credit & Restructuring Tax Team is expanding rapidly and offers top-tier expertise to a diverse range of clients in various scenarios. They are seeking Managers to engage in a variety of transactions, advising funds, institutional investors, and borrowers involved in the credit and restructuring markets. This includes activities such as lending and borrowing, buying and selling debt, rescuing overleveraged businesses, and supporting key stakeholders. Building long-term relationships with these businesses and stakeholders as they recover and grow through further transactions is also a key aspect of the role. Credit and restructuring transactions encompass a wide array of intriguing situations. Current macroeconomic factors are driving significant activity in this sector, but it remains a crucial part of the market throughout all economic cycles, directing and redirecting financing to where it is most needed to support growth. These transactions are varied and customized, involving both UK and cross-border structuring advice. This team is comprised of a diverse group of inquisitive professionals who excel in collaborating with clients to understand their commercial objectives and support them with a range of varied, valued, and challenging services to help them achieve their goals. As a transactions-focused team, they work closely and collaborate with their M&A and Real Estate tax teams, as well as other specialist teams and service lines, to provide comprehensive solutions to their clients. In this role, you will be an essential member of the team, managing a portfolio of high-profile clients and projects, developing and leading your own client relationships, and mentoring junior team members. You will work alongside partners and directors in client teams as well as within wider global project teams. This firm is committed to your development. You'll benefit from continuous training and a transparent, interactive appraisal process. You'll have the autonomy to manage your workload and achieve the career goals you set for yourself, within a team with a clear overarching strategy and a proven track record for strong progression. They encourage flexible working arrangements, both formal and informal, to achieve the best outcomes for their people and their clients. If this opportunity interests you with some flexibility, please discuss it with us. In this role, your responsibilities will include: Advising on a broad spectrum of tax issues across various transactions and situations. Managing and nurturing key relationships with clients, other members of the Credit & Restructuring team, and the broader network of tax and non-tax specialists. Leading diverse teams (including members from other offices) within an inclusive and collaborative team culture, where contributions are recognized. Enhancing the eminence of our team within the wider tax practice and the market through knowledge sharing and thought leadership. Supporting the growth and success of the team by mentoring and developing our junior team members. Discover your skills and professional experience: Corporate or mixed tax experience. Experience and/or knowledge of private equity, credit, or real estate funds and their negotiation and investment processes would be preferred but not essential. A strong understanding of tax law and practice with keen attention to detail. Preferably qualified ACA or ATT/CTA or equivalent qualification and experience, or a legal background. The ability to build strong relationships and articulate complex ideas in a pragmatic and commercial manner. A team player who takes ownership of projects, uses initiative to solve problems, and performs well under pressure, with the ability to adapt quickly to change and respond to clients appropriately.
Jun 21, 2025
Full time
The Credit & Restructuring Tax Team is expanding rapidly and offers top-tier expertise to a diverse range of clients in various scenarios. They are seeking Managers to engage in a variety of transactions, advising funds, institutional investors, and borrowers involved in the credit and restructuring markets. This includes activities such as lending and borrowing, buying and selling debt, rescuing overleveraged businesses, and supporting key stakeholders. Building long-term relationships with these businesses and stakeholders as they recover and grow through further transactions is also a key aspect of the role. Credit and restructuring transactions encompass a wide array of intriguing situations. Current macroeconomic factors are driving significant activity in this sector, but it remains a crucial part of the market throughout all economic cycles, directing and redirecting financing to where it is most needed to support growth. These transactions are varied and customized, involving both UK and cross-border structuring advice. This team is comprised of a diverse group of inquisitive professionals who excel in collaborating with clients to understand their commercial objectives and support them with a range of varied, valued, and challenging services to help them achieve their goals. As a transactions-focused team, they work closely and collaborate with their M&A and Real Estate tax teams, as well as other specialist teams and service lines, to provide comprehensive solutions to their clients. In this role, you will be an essential member of the team, managing a portfolio of high-profile clients and projects, developing and leading your own client relationships, and mentoring junior team members. You will work alongside partners and directors in client teams as well as within wider global project teams. This firm is committed to your development. You'll benefit from continuous training and a transparent, interactive appraisal process. You'll have the autonomy to manage your workload and achieve the career goals you set for yourself, within a team with a clear overarching strategy and a proven track record for strong progression. They encourage flexible working arrangements, both formal and informal, to achieve the best outcomes for their people and their clients. If this opportunity interests you with some flexibility, please discuss it with us. In this role, your responsibilities will include: Advising on a broad spectrum of tax issues across various transactions and situations. Managing and nurturing key relationships with clients, other members of the Credit & Restructuring team, and the broader network of tax and non-tax specialists. Leading diverse teams (including members from other offices) within an inclusive and collaborative team culture, where contributions are recognized. Enhancing the eminence of our team within the wider tax practice and the market through knowledge sharing and thought leadership. Supporting the growth and success of the team by mentoring and developing our junior team members. Discover your skills and professional experience: Corporate or mixed tax experience. Experience and/or knowledge of private equity, credit, or real estate funds and their negotiation and investment processes would be preferred but not essential. A strong understanding of tax law and practice with keen attention to detail. Preferably qualified ACA or ATT/CTA or equivalent qualification and experience, or a legal background. The ability to build strong relationships and articulate complex ideas in a pragmatic and commercial manner. A team player who takes ownership of projects, uses initiative to solve problems, and performs well under pressure, with the ability to adapt quickly to change and respond to clients appropriately.
Douglas Scott Legal Recruitment
Private Client Tax Solicitor
Douglas Scott Legal Recruitment
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.
RSM UK
Private Client Tax Associate Director
RSM UK
Make an Impact within our Private Client Tax team at RSM UK Our Private Client Team works with individuals, trustees, partnerships, sole traders and family businesses in managing their tax affairs both on the compliance side and in relation to additional advisory matters. We work closely with colleagues across the firm to provide a joined-up service to owner managed businesses and family offices combining expertise in accounting, audit and all relevant taxes. As an Associate Director within the Private Client Tax team in Birmingham, you will take a strategic and commercial approach to managing and developing client relationships and leading exciting and varied advisory projects. You will ensure a high-quality service to a range of clients whilst managing a team, inclusive of reviewing work, providing training and development in conjunction with our Talent Development Team, workforce planning, and maintaining a positive and inclusive culture, in line with RSM values. You will work with the partner and other colleagues on a variety of planning projects and technical assignments and be involved in business development opportunities. You'll make an impact by: Actively maintaining existing client relationships, whilst acting as the first contact for potential and new clients; generating and converting work with the support of Directors and Partners. Leading advisory and technical projects. Collaborating with partners to help develop new business within the team and build on existing relationships. Playing an active role in developing the junior members of the team. Building relationships with all other departments to ensure all potential client needs are identified and serviced. Briefing junior staff on the client's business and the pre-assignment instructions; supervising and controlling the completion of work; and undertaking 'on the job' training where necessary. What we are looking for: Are you someone who thrives on variety, loves learning new things, and enjoys connecting with people? If you can spot inefficiencies in everyday life and are passionate about making improvements, this role is perfect for you! We value diverse experiences and perspectives. Here's what we're looking for in our ideal candidate: CTA and/or ACA qualified, or suitably qualified-by-experience. Strong understanding and practical experience of the tax issues relating to a range of private clients. Proven experience in client handling and project management. Ability to lead advisory projects resulting in high quality reports within budget. Excellent communication and interpersonal skills. Experience managing a portfolio of personal tax compliance and advisory projects whilst being confident at developing and maintaining relationships internally and externally. An interest in mentoring and developing junior members of staff. What we can offer you: We recognise that our people are our most important assets. That's why we offer a flexible reward and benefits package that will help you have fulfilling experience, both in and out of work. 27 Days Holiday (with the option of purchasing additional days). Lifestyle, Health, and Wellbeing including financial wellbeing benefits such as financial tools, electric car scheme and access to a virtual GP. Access to a suite of 300+ courses on demand developed by our inhouse Talent Development team. Working here Thousands of personalities make up RSM and we believe the power of being you, is the power of being understood. Every member of our team brings unique insights and a passion for the middle market companies we champion. As one of the world's largest networks of audit, tax and consulting firms, we deliver the big ideas and services that help middle market organisations thrive. Our global network spans more than 120 countries, but our passion is always the same: to help our clients move forward with confidence. At RSM, we care about our people, it's what shapes us. No two people are the same, which is why our approach is tailored to their specific needs, beyond the nine-to-five.
Jun 21, 2025
Full time
Make an Impact within our Private Client Tax team at RSM UK Our Private Client Team works with individuals, trustees, partnerships, sole traders and family businesses in managing their tax affairs both on the compliance side and in relation to additional advisory matters. We work closely with colleagues across the firm to provide a joined-up service to owner managed businesses and family offices combining expertise in accounting, audit and all relevant taxes. As an Associate Director within the Private Client Tax team in Birmingham, you will take a strategic and commercial approach to managing and developing client relationships and leading exciting and varied advisory projects. You will ensure a high-quality service to a range of clients whilst managing a team, inclusive of reviewing work, providing training and development in conjunction with our Talent Development Team, workforce planning, and maintaining a positive and inclusive culture, in line with RSM values. You will work with the partner and other colleagues on a variety of planning projects and technical assignments and be involved in business development opportunities. You'll make an impact by: Actively maintaining existing client relationships, whilst acting as the first contact for potential and new clients; generating and converting work with the support of Directors and Partners. Leading advisory and technical projects. Collaborating with partners to help develop new business within the team and build on existing relationships. Playing an active role in developing the junior members of the team. Building relationships with all other departments to ensure all potential client needs are identified and serviced. Briefing junior staff on the client's business and the pre-assignment instructions; supervising and controlling the completion of work; and undertaking 'on the job' training where necessary. What we are looking for: Are you someone who thrives on variety, loves learning new things, and enjoys connecting with people? If you can spot inefficiencies in everyday life and are passionate about making improvements, this role is perfect for you! We value diverse experiences and perspectives. Here's what we're looking for in our ideal candidate: CTA and/or ACA qualified, or suitably qualified-by-experience. Strong understanding and practical experience of the tax issues relating to a range of private clients. Proven experience in client handling and project management. Ability to lead advisory projects resulting in high quality reports within budget. Excellent communication and interpersonal skills. Experience managing a portfolio of personal tax compliance and advisory projects whilst being confident at developing and maintaining relationships internally and externally. An interest in mentoring and developing junior members of staff. What we can offer you: We recognise that our people are our most important assets. That's why we offer a flexible reward and benefits package that will help you have fulfilling experience, both in and out of work. 27 Days Holiday (with the option of purchasing additional days). Lifestyle, Health, and Wellbeing including financial wellbeing benefits such as financial tools, electric car scheme and access to a virtual GP. Access to a suite of 300+ courses on demand developed by our inhouse Talent Development team. Working here Thousands of personalities make up RSM and we believe the power of being you, is the power of being understood. Every member of our team brings unique insights and a passion for the middle market companies we champion. As one of the world's largest networks of audit, tax and consulting firms, we deliver the big ideas and services that help middle market organisations thrive. Our global network spans more than 120 countries, but our passion is always the same: to help our clients move forward with confidence. At RSM, we care about our people, it's what shapes us. No two people are the same, which is why our approach is tailored to their specific needs, beyond the nine-to-five.
M&A Associate Director - Consumer, Retail, Leisure
Warner Scott Recruitment
Overview: We are seeking a highly skilled Consumer M&A Associate Director to join a leading global firm in London. The successful candidate will play a key role in executing and leading M&A transactions within the consumer sector, advising corporate and private equity clients on acquisitions, disposals, and strategic growth opportunities. Key Responsibilities: Lead end-to-end execution of M&A transactions, including financial analysis, valuation, due diligence, and negotiations. Develop and maintain relationships with key stakeholders, including clients, investors, and industry professionals. Provide strategic advice to clients on M&A opportunities and market trends within the consumer sector. Oversee and mentor junior team members, ensuring high-quality deliverables. Support business development initiatives, including pitching and origination of new opportunities. Collaborate with internal teams, including sector specialists, financial modelling experts, and tax advisors. Key Requirements: Strong M&A experience within the consumer sector, ideally gained in an investment bank, advisory firm, or Big 4 environment. Proven track record of executing transactions from origination to completion. Strong financial modelling, valuation, and deal structuring skills. Excellent client management and leadership abilities. Ability to work in a fast-paced, high-pressure environment. ACA, CFA, MBA, or equivalent qualification preferred. Why Join? Work on high-profile, cross-border transactions within a globally recognised firm. Opportunity to develop within a dynamic and high-growth M&A team. Competitive compensation and benefits package.
Jun 20, 2025
Full time
Overview: We are seeking a highly skilled Consumer M&A Associate Director to join a leading global firm in London. The successful candidate will play a key role in executing and leading M&A transactions within the consumer sector, advising corporate and private equity clients on acquisitions, disposals, and strategic growth opportunities. Key Responsibilities: Lead end-to-end execution of M&A transactions, including financial analysis, valuation, due diligence, and negotiations. Develop and maintain relationships with key stakeholders, including clients, investors, and industry professionals. Provide strategic advice to clients on M&A opportunities and market trends within the consumer sector. Oversee and mentor junior team members, ensuring high-quality deliverables. Support business development initiatives, including pitching and origination of new opportunities. Collaborate with internal teams, including sector specialists, financial modelling experts, and tax advisors. Key Requirements: Strong M&A experience within the consumer sector, ideally gained in an investment bank, advisory firm, or Big 4 environment. Proven track record of executing transactions from origination to completion. Strong financial modelling, valuation, and deal structuring skills. Excellent client management and leadership abilities. Ability to work in a fast-paced, high-pressure environment. ACA, CFA, MBA, or equivalent qualification preferred. Why Join? Work on high-profile, cross-border transactions within a globally recognised firm. Opportunity to develop within a dynamic and high-growth M&A team. Competitive compensation and benefits package.
BDO UK
Trust Tax Assistant Manager/ Manager
BDO UK City, Manchester
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 Account Director - Consumer PR
Bradshaw Search
Job Title: Consumer SAD Location: London hybrid, 3 days per week in office Salary: £55-60k + competitive benefits package We're looking for an SAD to join the consumer team of a top integrated communications agency. This firm has been on a winning streak as of late: multiple award nominations, record new business wins and some fantastic senior hires. About the Agency: Part of a wider integrated group that offer services across advertising, media buying, digital, shopper marketing and more - meaning that for some of their large clients they can work on fully integrated integrated campaigns. The agency has teams across Consumer (the largest team), Corporate, Social Purpose, Creative, Digital/Influencer and Strategy. Clients are all blue chip, household name brands across lifestyle, food and drink, FMCG and retail, with brands similar to Subway, B & Q, Krispy Kreme, Metro Bank The work is an interesting mix of pure consumer clients, cross-practice clients (e.g. working alongside the corporate and/or social purpose team on integrated campaigns), brand campaigns, new product/service launches, ambassador amplification and influencer campaigns. The entire agency is around 50 with a close knit, collaborative culture and a competitive benefits package which includes: Income Protection 25 days holiday (raising to 30 days with long service) Private Medical Insurance Life Assurance Permanent Health Insurance Pension Season ticket loan Corporate gym membership rates Give as you earn (a tax-free benefit) If you're at AD or SAD level agency side, please get in touch to hear more and receive the full JD. E:
Jun 20, 2025
Full time
Job Title: Consumer SAD Location: London hybrid, 3 days per week in office Salary: £55-60k + competitive benefits package We're looking for an SAD to join the consumer team of a top integrated communications agency. This firm has been on a winning streak as of late: multiple award nominations, record new business wins and some fantastic senior hires. About the Agency: Part of a wider integrated group that offer services across advertising, media buying, digital, shopper marketing and more - meaning that for some of their large clients they can work on fully integrated integrated campaigns. The agency has teams across Consumer (the largest team), Corporate, Social Purpose, Creative, Digital/Influencer and Strategy. Clients are all blue chip, household name brands across lifestyle, food and drink, FMCG and retail, with brands similar to Subway, B & Q, Krispy Kreme, Metro Bank The work is an interesting mix of pure consumer clients, cross-practice clients (e.g. working alongside the corporate and/or social purpose team on integrated campaigns), brand campaigns, new product/service launches, ambassador amplification and influencer campaigns. The entire agency is around 50 with a close knit, collaborative culture and a competitive benefits package which includes: Income Protection 25 days holiday (raising to 30 days with long service) Private Medical Insurance Life Assurance Permanent Health Insurance Pension Season ticket loan Corporate gym membership rates Give as you earn (a tax-free benefit) If you're at AD or SAD level agency side, please get in touch to hear more and receive the full JD. E:
Gleeson Recruitment Group
Private Client Tax Senior Manager - 2 Days in Office - Advisory
Gleeson Recruitment Group City, London
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.
Forvis Mazars
Tax Associate Director
Forvis Mazars Oldham, Lancashire
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.
BDO UK
Trust Tax Assistant Manager/ Manager
BDO UK Chester, Cheshire
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.
BDO UK
Private Client Tax Manager
BDO UK
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.
BDO UK
Trust Tax Assistant Manager/ Manager
BDO UK Islington, London
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We'll help you succeed Our Trust Tax team offers a plethora of carefully tailored services to an equally varied range of clients - from UK and offshore Trusts, Charities and Estates, to entrepreneurs, entertainers and more. Part of the Private Client Services team, our expertise plays an integral part of a family's overall tax planning strategy. Here, you'll have the opportunity to expand and strengthen your skillset and gain an invaluable insight into the wider Tax business within BDO. You'll be supported to develop your career and help others do the same, all while undertaking an exciting, varied workload for a broad range of clients. This role is as part of the team responsible for assisting Partners, Directors and other senior staff in servicing clients, directing Trust services and managing people within the Trust team. Trust tax knowledge is essential as is a wider knowledge of personal taxation. The primary day to day responsibility will be to act as a point of contact within the firm for the client together with the other senior staff. You will deal with all matters relating to the management of a portfolio of existing clients including billings and cash collection within the firm's criteria. Key to the role is for the individual to be able to pro-actively manage their own workload, provide overall support to Senior Managers and Directors on client matters and assist Directors in the management of the day-to-day delivery of all trust tax compliance and trust accounts work. You'll be someone with: Experience in providing trust and estate advice to high net worth individuals (experience of charity clients is a plus but not essential). Proven specialist technical private client experience, and the ability to deal with complex trust tax issues, gained within a practice environment. Experience of reviewing Trust accounts and associated tax accounting aspects (e.g. computing tax pools) Experience of dealing with HNW clients Staff management experience CTA and/or STEP qualified (or equivalent) You'll also be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task in hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we're working side by side. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for our clients and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in them. Across 17 UK locations, we are 6,500 unique minds coming together to help our clients reach their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
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.
Forvis Mazars
Tax Associate Director
Forvis Mazars Bolton, Lancashire
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.
Forvis Mazars
Tax Associate Director
Forvis Mazars City, Manchester
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.
BDO UK
Private Client Tax Assistant Manager
BDO UK Southampton, Hampshire
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.
BDO UK
Trust Tax Assistant Manager/ Manager
BDO UK City, Birmingham
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.
Forvis Mazars
Tax Associate Director
Forvis Mazars Oldham, Lancashire
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.
BDO UK
Private Client Tax Manager
BDO UK City, Manchester
Job Description 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 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 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 pro-actively 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. You'll be someone with: Educated to degree level, and/or CTA and/or ACA qualified or equivalent Demonstrable post qualified experience 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. Lead projects of limited scale or complexity. 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 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 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 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 pro-actively 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. You'll be someone with: Educated to degree level, and/or CTA and/or ACA qualified or equivalent Demonstrable post qualified experience 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. Lead projects of limited scale or complexity. 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.
Forvis Mazars
Tax Associate Director
Forvis Mazars Stockport, Cheshire
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.
Forvis Mazars
Tax Associate Director
Forvis Mazars Bolton, Lancashire
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.

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