Job Title: Accountant / Personal Tax Manager Location: Midsomer Norton Salary: Up to £50,000 per annum, depending on qualifications and experience Job type: Full Time, Permanent The company: PG Owen Ltd work with ambitious business owners. Ambition is a subjective word and can range from wanting to be the next Richard Branson down to just having a little more work/life balance. Whatever level of ambition the client has, we will look to help them achieve it. We have a wide range of skills from traditional online accounting and VAT filings, through to statutory accounts. Taxation work includes usual Self-Assessment filings and personal tax planning. We are able to offer advice on a large range of business requirements. Finally, we can provide a range of legal services and we can even undertake probate work. These skills allow us to and assist you and your family from cradle to grave and beyond! In short, our purpose is to make the difference on your journey. The role: We are seeking a suitably qualified personal tax manager to run our business private client portfolio. The applicant should ideally be qualified and have good organisational skills to ensure compliance requirements are always achieved. The applicant should have a " can do " attitude that aligns to our values. The role entails preparing and managing the Self-Assessment returns for our clients, which will include liaising with the accounts team and overseeing the work of tax work completed by assistants. The role would suit someone already in a similar role or, may be a step up for an experienced assistant looking for progression. In light of the ever-changing tax laws, current working in a tax practice environment is essential. Please note, there is a non-contributory pension scheme included as part of the package. Candidate requirements: A good and current knowledge of the various UK tax laws is required to specifically include knowledge of landlord buy to let income and gains. There are also some cases where overseas income or residency rules or knowledge and experience of onshore trusts are key. There will be a large amount of client contact and so excellent inter personal skills plus an ability to translate complex tax law into the language of a lay person is essential. As the role is predominantly customer facing and most clients live close to our offices, the position is office based only. Whilst the role is based at our Head Office, there will be a need to visit our other office from time to time, plus possibly client visits. Please click APPLY , to send your CV for this role. Candidates with the relevant experience or job titles of: Tax Manager, Tax Accountant, Tax Specialist, Senior Tax Manager, Private Client Tax Manager, Tax Consultant, Accounting, Accountant, Qualified Accountant, may also be considered for this role.
Jun 27, 2025
Full time
Job Title: Accountant / Personal Tax Manager Location: Midsomer Norton Salary: Up to £50,000 per annum, depending on qualifications and experience Job type: Full Time, Permanent The company: PG Owen Ltd work with ambitious business owners. Ambition is a subjective word and can range from wanting to be the next Richard Branson down to just having a little more work/life balance. Whatever level of ambition the client has, we will look to help them achieve it. We have a wide range of skills from traditional online accounting and VAT filings, through to statutory accounts. Taxation work includes usual Self-Assessment filings and personal tax planning. We are able to offer advice on a large range of business requirements. Finally, we can provide a range of legal services and we can even undertake probate work. These skills allow us to and assist you and your family from cradle to grave and beyond! In short, our purpose is to make the difference on your journey. The role: We are seeking a suitably qualified personal tax manager to run our business private client portfolio. The applicant should ideally be qualified and have good organisational skills to ensure compliance requirements are always achieved. The applicant should have a " can do " attitude that aligns to our values. The role entails preparing and managing the Self-Assessment returns for our clients, which will include liaising with the accounts team and overseeing the work of tax work completed by assistants. The role would suit someone already in a similar role or, may be a step up for an experienced assistant looking for progression. In light of the ever-changing tax laws, current working in a tax practice environment is essential. Please note, there is a non-contributory pension scheme included as part of the package. Candidate requirements: A good and current knowledge of the various UK tax laws is required to specifically include knowledge of landlord buy to let income and gains. There are also some cases where overseas income or residency rules or knowledge and experience of onshore trusts are key. There will be a large amount of client contact and so excellent inter personal skills plus an ability to translate complex tax law into the language of a lay person is essential. As the role is predominantly customer facing and most clients live close to our offices, the position is office based only. Whilst the role is based at our Head Office, there will be a need to visit our other office from time to time, plus possibly client visits. Please click APPLY , to send your CV for this role. Candidates with the relevant experience or job titles of: Tax Manager, Tax Accountant, Tax Specialist, Senior Tax Manager, Private Client Tax Manager, Tax Consultant, Accounting, Accountant, Qualified Accountant, may also be considered for this role.
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 The Business Services and Outsourcing team are essential to meeting our clients' evolving requirements. As well as delivering long-term, sustainable value to businesses by providing a range of solutions such as accounting, payroll and compliance services, they also play a key role in tying together many of our services across BDO both domestically and internationally. By building deep and meaningful relationships with a range of clients from ambitious entrepreneurial SMEs to large multi-national groups, our BS&O team don't just advise on their specific business challenges, they open doors for other teams to provide our firm's wider service offering. To succeed in this agile environment, you'll need to demonstrate excellent problem-solving skills and initiative. In return, you'll have the opportunity for progression, and the chance to develop in one of the industry's most exciting and varied roles. 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. This role sits within the BDO Business Services & Outsourcing ("BSO") team in Reading. We provide clients with a full range of finance, accounting, and business services to support their growth and help them manage changing regulatory and reporting requirements within local markets and around the globe. Whatever the size and ambition of their operations, BSO can manage their accounting and compliance burdens to leave them free to focus on their business goals. Beyond supporting their compliance requirements, we also act as a client's sounding board, providing business insight, knowledge, and proven solutions. We can help them create a clear path to reach their goals and allow them to focus on what matters while we support the day-to-day financial management of their business. Overview of role: As a Assistant Manager you will be required to work closely with and support senior members of the team in the timely delivery of services. You will work independently and be accountable for the delivery of projects to the manager (or equivalent) for review, frequently being the first point of contact for our clients. In addition to accounting capabilities, you will have rounded business knowledge with the ability to analyse client data, make recommendations and talk credibly to clients on the issues they face such as current trading position, future outlook and legislative changes. Experience and professional qualifications: (ACA/ACCA) qualified or equivalent. Proven experience in management accounting for a variety of clients. Good VAT and some corporate tax knowledge. Experience of audit process and liaison with audit teams (preferable not essential). Competent in the use of Microsoft Office (Word, Excel, PowerPoint etc). Solid bookkeeping skills and good working knowledge of cloud accounting software's. Basic knowledge of the rules and regulations of doing business in the UK including reporting requirements, tax requirements. 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 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. Rewards & Benefits We offer a wide range of core and voluntary benefits, with a few examples below. Health and Wellness Programmes We promote a positive working environment where our people can thrive. Pension Plan A Group Personal Pension Plan, with matched employer contributions. Private Medical Access to private medical treatment for you and your family. Income Protection Plan Provides a proportion of your basic salary if you suffer a loss of earnings because of illness or injury. Holidays Our holiday benefit enables you to purchase up to 10 days of additional leave. Bike to work scheme A convenient, environmentally friendly and tax-effective way to acquire a bike for travelling to and from work.
Jun 27, 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 The Business Services and Outsourcing team are essential to meeting our clients' evolving requirements. As well as delivering long-term, sustainable value to businesses by providing a range of solutions such as accounting, payroll and compliance services, they also play a key role in tying together many of our services across BDO both domestically and internationally. By building deep and meaningful relationships with a range of clients from ambitious entrepreneurial SMEs to large multi-national groups, our BS&O team don't just advise on their specific business challenges, they open doors for other teams to provide our firm's wider service offering. To succeed in this agile environment, you'll need to demonstrate excellent problem-solving skills and initiative. In return, you'll have the opportunity for progression, and the chance to develop in one of the industry's most exciting and varied roles. 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. This role sits within the BDO Business Services & Outsourcing ("BSO") team in Reading. We provide clients with a full range of finance, accounting, and business services to support their growth and help them manage changing regulatory and reporting requirements within local markets and around the globe. Whatever the size and ambition of their operations, BSO can manage their accounting and compliance burdens to leave them free to focus on their business goals. Beyond supporting their compliance requirements, we also act as a client's sounding board, providing business insight, knowledge, and proven solutions. We can help them create a clear path to reach their goals and allow them to focus on what matters while we support the day-to-day financial management of their business. Overview of role: As a Assistant Manager you will be required to work closely with and support senior members of the team in the timely delivery of services. You will work independently and be accountable for the delivery of projects to the manager (or equivalent) for review, frequently being the first point of contact for our clients. In addition to accounting capabilities, you will have rounded business knowledge with the ability to analyse client data, make recommendations and talk credibly to clients on the issues they face such as current trading position, future outlook and legislative changes. Experience and professional qualifications: (ACA/ACCA) qualified or equivalent. Proven experience in management accounting for a variety of clients. Good VAT and some corporate tax knowledge. Experience of audit process and liaison with audit teams (preferable not essential). Competent in the use of Microsoft Office (Word, Excel, PowerPoint etc). Solid bookkeeping skills and good working knowledge of cloud accounting software's. Basic knowledge of the rules and regulations of doing business in the UK including reporting requirements, tax requirements. 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 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. Rewards & Benefits We offer a wide range of core and voluntary benefits, with a few examples below. Health and Wellness Programmes We promote a positive working environment where our people can thrive. Pension Plan A Group Personal Pension Plan, with matched employer contributions. Private Medical Access to private medical treatment for you and your family. Income Protection Plan Provides a proportion of your basic salary if you suffer a loss of earnings because of illness or injury. Holidays Our holiday benefit enables you to purchase up to 10 days of additional leave. Bike to work scheme A convenient, environmentally friendly and tax-effective way to acquire a bike for travelling to and from work.
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. Rewards & Benefits We offer a wide range of core and voluntary benefits, with a few examples below. Health and Wellness Programmes We promote a positive working environment where our people can thrive. Pension Plan A Group Personal Pension Plan, with matched employer contributions. Private Medical Access to private medical treatment for you and your family. Income Protection Plan Provides a proportion of your basic salary if you suffer a loss of earnings because of illness or injury. Holidays Our holiday benefit enables you to purchase up to 10 days of additional leave. Bike to work scheme A convenient, environmentally friendly and tax-effective way to acquire a bike for travelling to and from work.
Jun 27, 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. Rewards & Benefits We offer a wide range of core and voluntary benefits, with a few examples below. Health and Wellness Programmes We promote a positive working environment where our people can thrive. Pension Plan A Group Personal Pension Plan, with matched employer contributions. Private Medical Access to private medical treatment for you and your family. Income Protection Plan Provides a proportion of your basic salary if you suffer a loss of earnings because of illness or injury. Holidays Our holiday benefit enables you to purchase up to 10 days of additional leave. Bike to work scheme A convenient, environmentally friendly and tax-effective way to acquire a bike for travelling to and from work.
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 The Business Services and Outsourcing team are essential to meeting our clients' evolving requirements. As well as delivering long-term, sustainable value to businesses by providing a range of solutions such as accounting, payroll and compliance services, they also play a key role in tying together many of our services across BDO both domestically and internationally. By building deep and meaningful relationships with a range of clients from ambitious entrepreneurial SMEs to large multi-national groups, our BS&O team don't just advise on their specific business challenges, they open doors for other teams to provide our firm's wider service offering. To succeed in this agile environment, you'll need to demonstrate excellent problem-solving skills and initiative. In return, you'll have the opportunity for progression, and the chance to develop in one of the industry's most exciting and varied roles. 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. You'll be someone with: Excellent UK GAAP knowledge and experience of reporting under IFRS Relevant experience of managing a team is essential Proven experience in managing a wide portfolio of concurrent projects and project teams in a project management framework Knowledge of compliance and take on procedures In depth knowledge of financial reporting and accounting functions Qualified Accountant (ACA, ACCA or equivalent) or equivalent and extensive experience with financial reporting 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. Rewards & Benefits We offer a wide range of core and voluntary benefits, with a few examples below. Health and Wellness Programmes We promote a positive working environment where our people can thrive. Pension Plan A Group Personal Pension Plan, with matched employer contributions. Private Medical Access to private medical treatment for you and your family. Income Protection Plan Provides a proportion of your basic salary if you suffer a loss of earnings because of illness or injury. Holidays Our holiday benefit enables you to purchase up to 10 days of additional leave. Bike to work scheme A convenient, environmentally friendly and tax-effective way to acquire a bike for travelling to and from work.
Jun 27, 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 The Business Services and Outsourcing team are essential to meeting our clients' evolving requirements. As well as delivering long-term, sustainable value to businesses by providing a range of solutions such as accounting, payroll and compliance services, they also play a key role in tying together many of our services across BDO both domestically and internationally. By building deep and meaningful relationships with a range of clients from ambitious entrepreneurial SMEs to large multi-national groups, our BS&O team don't just advise on their specific business challenges, they open doors for other teams to provide our firm's wider service offering. To succeed in this agile environment, you'll need to demonstrate excellent problem-solving skills and initiative. In return, you'll have the opportunity for progression, and the chance to develop in one of the industry's most exciting and varied roles. 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. You'll be someone with: Excellent UK GAAP knowledge and experience of reporting under IFRS Relevant experience of managing a team is essential Proven experience in managing a wide portfolio of concurrent projects and project teams in a project management framework Knowledge of compliance and take on procedures In depth knowledge of financial reporting and accounting functions Qualified Accountant (ACA, ACCA or equivalent) or equivalent and extensive experience with financial reporting 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. Rewards & Benefits We offer a wide range of core and voluntary benefits, with a few examples below. Health and Wellness Programmes We promote a positive working environment where our people can thrive. Pension Plan A Group Personal Pension Plan, with matched employer contributions. Private Medical Access to private medical treatment for you and your family. Income Protection Plan Provides a proportion of your basic salary if you suffer a loss of earnings because of illness or injury. Holidays Our holiday benefit enables you to purchase up to 10 days of additional leave. Bike to work scheme A convenient, environmentally friendly and tax-effective way to acquire a bike for travelling to and from work.
Some careers shine brighter than others. If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Our Global Private Banking business provides banking, investment and wealth management solutions to help high net worth clients and their families achieve their ambitions. We also advise on topics including wealth planning, alternative investments and family governance. Our experts in philanthropy support clients in their objectives to have a positive impact on society. Moving across the business allows you to access tailored professional development opportunities and our excellent benefits packages. The Senior Relationship Manager role will operate at director level and will be required to source, develop, and proactively manage a reputable and long-term profitable portfolio of high-net-worth clients and family offices, when applicable. You will provide relationship management and business development activities with Middle East clients, primarily based in Kuwait and Bahrain, utilizing the full range of company products and services. This role will also involve interacting with other parts of Private Banking and the Group for mutual benefit, as well as assisting the Market Head in executing the market strategy. As an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay, support upon return to work, and a contributory pension scheme with a generous employer contribution. In this role, you will: Grow revenue, increase Assets Under Management (AUM), and attract net new money (NNM), leveraging brand, channels, and the RM network. Collaborate with Investment Counsellors, Wealth Planners, and other relevant teams such as Product Specialists to develop client relationships. Maintain an understanding of economic, business, tax, property, legal, and other relevant matters appropriate to the client base. Lead by example through high financial results and provide coaching to other RMs to support their professional development. Work closely with other bank departments to uphold HSBC internal control standards, including timely implementation of audit points and addressing issues raised by regulators. Follow up on all risk and compliance issues (such as CCR, KYC, Compliance requests, Risk Management requests, Internal Audit requests). To be successful, you should meet the following requirements: Extensive relationship management experience within Private Banking is essential. A proven track record in asset gathering, growth, and revenue generation for clients in Kuwait and Bahrain. Strong communication skills for client interaction and problem solving. Ability to conduct financial and statistical analysis effectively. Excellent customer service skills with attention to detail and creative problem-solving abilities. Ideally, already hold the RDR Level 4 qualification, with a goal to achieve Level 6 within 12 months of joining. Arabic language skills are a plus but not required. This role is based in London. At HSBC, we value diverse perspectives and are committed to creating inclusive workplaces. Our recruitment processes are accessible to everyone, regardless of gender, ethnicity, disability, religion, sexual orientation, or age. We are proud to be a Disability Confident Leader and will offer interviews to candidates with disabilities, long-term conditions, or neurodivergence who meet the role's minimum criteria. If you need adjustments to apply or during the interview process, please contact our Recruitment Helpdesk.
Jun 26, 2025
Full time
Some careers shine brighter than others. If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Our Global Private Banking business provides banking, investment and wealth management solutions to help high net worth clients and their families achieve their ambitions. We also advise on topics including wealth planning, alternative investments and family governance. Our experts in philanthropy support clients in their objectives to have a positive impact on society. Moving across the business allows you to access tailored professional development opportunities and our excellent benefits packages. The Senior Relationship Manager role will operate at director level and will be required to source, develop, and proactively manage a reputable and long-term profitable portfolio of high-net-worth clients and family offices, when applicable. You will provide relationship management and business development activities with Middle East clients, primarily based in Kuwait and Bahrain, utilizing the full range of company products and services. This role will also involve interacting with other parts of Private Banking and the Group for mutual benefit, as well as assisting the Market Head in executing the market strategy. As an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay, support upon return to work, and a contributory pension scheme with a generous employer contribution. In this role, you will: Grow revenue, increase Assets Under Management (AUM), and attract net new money (NNM), leveraging brand, channels, and the RM network. Collaborate with Investment Counsellors, Wealth Planners, and other relevant teams such as Product Specialists to develop client relationships. Maintain an understanding of economic, business, tax, property, legal, and other relevant matters appropriate to the client base. Lead by example through high financial results and provide coaching to other RMs to support their professional development. Work closely with other bank departments to uphold HSBC internal control standards, including timely implementation of audit points and addressing issues raised by regulators. Follow up on all risk and compliance issues (such as CCR, KYC, Compliance requests, Risk Management requests, Internal Audit requests). To be successful, you should meet the following requirements: Extensive relationship management experience within Private Banking is essential. A proven track record in asset gathering, growth, and revenue generation for clients in Kuwait and Bahrain. Strong communication skills for client interaction and problem solving. Ability to conduct financial and statistical analysis effectively. Excellent customer service skills with attention to detail and creative problem-solving abilities. Ideally, already hold the RDR Level 4 qualification, with a goal to achieve Level 6 within 12 months of joining. Arabic language skills are a plus but not required. This role is based in London. At HSBC, we value diverse perspectives and are committed to creating inclusive workplaces. Our recruitment processes are accessible to everyone, regardless of gender, ethnicity, disability, religion, sexual orientation, or age. We are proud to be a Disability Confident Leader and will offer interviews to candidates with disabilities, long-term conditions, or neurodivergence who meet the role's minimum criteria. If you need adjustments to apply or during the interview process, please contact our Recruitment Helpdesk.
This is an opportunity to make a career applying and developing existing Stamp Taxes and legal knowledge to practice in tax. As a Consultant, Senior Consultant or Manager in the Stamp Taxes team, you will grow your understanding of the commercial environment we work in, develop your knowledge of Deloitte, our clients, industry and market sectors. The team operates out the firm's Real Estate practice sitting in the wider Financial Investors group. Connect to your career at Deloitte Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more. What brings us all together at Deloitte?It'show we approach the thousands of decisions we make everyday. How we behave, our beliefs and our attitudes. In other words: our values.Whatever we do, whereverwe arein the world, we lead the way,serve with integrity,take care of each other,fosterinclusion, and collaborate for measurable impact .These five shared values lead every decision wemake and action we take, guiding us to deliver impact how and where it mattersmost. Connect to your opportunity This is an exciting opportunity to join a busy and growing Stamp Taxes team. The team of 12 is part of the firm's Real Estate tax practice, which is the strongest in the UK and has a focus on large scale commercial property investment. The team also work across the tax and legal service line, giving exposure to multiple industry sectors and top quality clients, including institutional and other private capital funds, multi-nationals and UK listed companies. Your role will involve: Advising on the full range of transactions in UK securities and land, including UK and non-UK corporate structures, residential and commercial property for a variety of clients The work will be weighted to advisory and analysis, rather than computational work or other compliance Include due diligence and corporate restructuring Assessment and preparation of information to support Stamp Taxes advice and the availability of reliefs, including review of legal documentation and of ownership structures Working with the team on the analysis and interpretation of new legislation and case law Working alongside our wider tax teams at all levels Over time, you will be expected to steward and delegate to the junior team members Connect to your skills and professional experience Previous experience as a Stamp Taxes specialist Previous advisory experience Excellent communication skills with the ability to manage and develop client relationships. To help with our understanding of your skillset and experience, we would like you to upload a Cover Letter alongside your CV Connect to your business -Tax Innovation and tax consultancy may not seem to go together, but that's exactly what you'll find at Deloitte. We're constantly seeking the new and working together to push the limits of what's possible. Discover a new kind of tax career that you can make your own. Tax Our comprehensive range of services encompasses everything from the completion of tax returns (corporation tax self-assessment) to complex consultancy assignments and strategic tax planning. We advise on corporate and general tax, international M&A, stamp tax, cross-border transfer pricing, reorganisations and reconstructions, and competent authority negotiations. Personal independence Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request. Connect with your colleagues "The scale and range of projects you get to work on, because of Deloitte's capability across all industries and clients, is why I would recommend a career here." "We advise some of the largest, most prestigious clients in the world, so the work is really challenging and exciting. We also have a fantastic team of smart, driven people, and a supportive, entrepreneurial culture where everyone's encouraged to be bold, creative, and ambitious" -Oliver, Tax Consulting Our hybrid working policy You'll be based in London or Cardiff with hybrid working. At Deloitte we understand the importance of balancing your career alongside your home life. That's why we'll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you'll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You'll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritiseyour wellbeing. Please check with your recruiter for the specific working requirements that may apply for your role. Our commitment to you Making an impact is more than just what we do: it's why we're here. So we work hard to create an environment where you can experience a purpose you believe in, the freedom to be you, and the capacity to go further than ever before. We want you. The true you. Your own strengths, perspective and personality. So we're nurturing a culture where everyone belongs, feels supported and heard, and is empowered to make a valuable, personal contribution. You can be sure we'll take your wellbeing seriously, too. Because it's only when you're comfortable and at your best that you can make the kind of impact you, and we, live for. Your expertise is our capability, so we'll make sure it never stops growing. Whether it's from the complex work you do, or the people you collaborate with, you'll learn every day. Through world-class development, you'll gain invaluable technical and personal skills. Whatever your level, you'll learn how to lead. Connect to your next step A career at Deloitte is an opportunity to develop in any direction you choose. Join us and you'll experience a purpose you can believe in and an impact you can see. You'll be free to bring your true self to work every day. And you'll never stop growing, whatever your level. Discover more reasons to connect with us, our people and purpose-driven culture at deloitte.co.uk/careers
Jun 24, 2025
Full time
This is an opportunity to make a career applying and developing existing Stamp Taxes and legal knowledge to practice in tax. As a Consultant, Senior Consultant or Manager in the Stamp Taxes team, you will grow your understanding of the commercial environment we work in, develop your knowledge of Deloitte, our clients, industry and market sectors. The team operates out the firm's Real Estate practice sitting in the wider Financial Investors group. Connect to your career at Deloitte Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more. What brings us all together at Deloitte?It'show we approach the thousands of decisions we make everyday. How we behave, our beliefs and our attitudes. In other words: our values.Whatever we do, whereverwe arein the world, we lead the way,serve with integrity,take care of each other,fosterinclusion, and collaborate for measurable impact .These five shared values lead every decision wemake and action we take, guiding us to deliver impact how and where it mattersmost. Connect to your opportunity This is an exciting opportunity to join a busy and growing Stamp Taxes team. The team of 12 is part of the firm's Real Estate tax practice, which is the strongest in the UK and has a focus on large scale commercial property investment. The team also work across the tax and legal service line, giving exposure to multiple industry sectors and top quality clients, including institutional and other private capital funds, multi-nationals and UK listed companies. Your role will involve: Advising on the full range of transactions in UK securities and land, including UK and non-UK corporate structures, residential and commercial property for a variety of clients The work will be weighted to advisory and analysis, rather than computational work or other compliance Include due diligence and corporate restructuring Assessment and preparation of information to support Stamp Taxes advice and the availability of reliefs, including review of legal documentation and of ownership structures Working with the team on the analysis and interpretation of new legislation and case law Working alongside our wider tax teams at all levels Over time, you will be expected to steward and delegate to the junior team members Connect to your skills and professional experience Previous experience as a Stamp Taxes specialist Previous advisory experience Excellent communication skills with the ability to manage and develop client relationships. To help with our understanding of your skillset and experience, we would like you to upload a Cover Letter alongside your CV Connect to your business -Tax Innovation and tax consultancy may not seem to go together, but that's exactly what you'll find at Deloitte. We're constantly seeking the new and working together to push the limits of what's possible. Discover a new kind of tax career that you can make your own. Tax Our comprehensive range of services encompasses everything from the completion of tax returns (corporation tax self-assessment) to complex consultancy assignments and strategic tax planning. We advise on corporate and general tax, international M&A, stamp tax, cross-border transfer pricing, reorganisations and reconstructions, and competent authority negotiations. Personal independence Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request. Connect with your colleagues "The scale and range of projects you get to work on, because of Deloitte's capability across all industries and clients, is why I would recommend a career here." "We advise some of the largest, most prestigious clients in the world, so the work is really challenging and exciting. We also have a fantastic team of smart, driven people, and a supportive, entrepreneurial culture where everyone's encouraged to be bold, creative, and ambitious" -Oliver, Tax Consulting Our hybrid working policy You'll be based in London or Cardiff with hybrid working. At Deloitte we understand the importance of balancing your career alongside your home life. That's why we'll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you'll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You'll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritiseyour wellbeing. Please check with your recruiter for the specific working requirements that may apply for your role. Our commitment to you Making an impact is more than just what we do: it's why we're here. So we work hard to create an environment where you can experience a purpose you believe in, the freedom to be you, and the capacity to go further than ever before. We want you. The true you. Your own strengths, perspective and personality. So we're nurturing a culture where everyone belongs, feels supported and heard, and is empowered to make a valuable, personal contribution. You can be sure we'll take your wellbeing seriously, too. Because it's only when you're comfortable and at your best that you can make the kind of impact you, and we, live for. Your expertise is our capability, so we'll make sure it never stops growing. Whether it's from the complex work you do, or the people you collaborate with, you'll learn every day. Through world-class development, you'll gain invaluable technical and personal skills. Whatever your level, you'll learn how to lead. Connect to your next step A career at Deloitte is an opportunity to develop in any direction you choose. Join us and you'll experience a purpose you can believe in and an impact you can see. You'll be free to bring your true self to work every day. And you'll never stop growing, whatever your level. Discover more reasons to connect with us, our people and purpose-driven culture at deloitte.co.uk/careers
Associate Client Accountant, Multi-Family Office Location: Mayfair, London. I S L A N D B R I D G E Islandbridge is a purpose-driven multi-family office serving exceptional entrepreneurs and families across the globe. The Firm is focused on combining world-class investment advice with excellence in the overall management of its client's assets and goals. The Team is defined by industry leading culture and a vibrant community around the business. It has also built a world-class advisory board. In 2021, the Firm became a B-Corp and considers deeply the impact of its decisions on its team, customers, suppliers, community, and the environment. In the UK, the Firm is regulated and authorized by the FCA. In the US, it is a SEC regulated Investment Advisor. Our Mission Our mission is to help exceptional people thrive. For our clients, we help relieve the weight of managing their assets. This allows them to focus on their wider purpose and what matters most to them. For our investments, we use our network to find great teams to invest with and we bring the strength of our network and support to bear. For our people , we help them learn in an environment where they are challenged to be their best. To apply: please submit your CV, as well as a cover letter. From your cover letter, we would love to learn in just a paragraph or so for each: Who are you as a person - what really excites you? Why are you interested in this role? What would your questions to us about this role be? Why do you think this role could be a great fit? About the Role Islandbridge have a mandate to hire another Associate Client Accountant to work within the Family Office Team on key client relationships. The role is based at their offices in London's West End. Islandbridge is differentiated by the strength of the Family Office Team and the Clients they work with. Islandbridge Family Office The Family Office Team works side by side with the investment team in the role of integrating the wider purpose, operations and reporting of our clients. The Team advises clients' on managing complex balance sheets, liquidity, treasury, risk, financing, operations and strategic initiatives. Day to day, the team also takes responsibility to implement the advice with transfers & payments, investment execution, structuring and reporting. The team manage banking relationships directly in the UK and US and work with some of the top global tax and legal advisors. Principal Responsibilities Treasury & Payments Instructing payments in a secure and controlled environment. Manage, coordinate and assist with client treasury and associated projects (including bank account openings, cash yield enhancement, foreign currency purchases). Monitoring client liquidity and planning for upcoming commitments. Monthly credit card analysis. Reporting Collating statements and investment documentation. Updating client reporting databases. Preparation of extensive quarterly client report presentations (using software such as Addepar). Completing bank account reconciliations (Xero). Monthly expense tracking and budgeting. Investments Preparation of investment subscriptions and related compliance requirements. Review capital calls and distributions. Ensure accurate and timely notification, reconciliation of incoming funds, and delivery of funds to the relevant third party/parties. Tax Gather, prepare, and coordinate large volumes of client tax data and documentation. Regularly liaising with tax advisors and investment managers. Projects & Other Assisting with high value client projects (including large asset purchases, setting up Private Foundations, annual giving, estate and succession planning, carbon footprint analysis and offsetting). Liaising with a number of third party advisors on behalf of the client (banks, lawyers, philanthropic advisors etc.). Provision of information for client KYC/AML requests. Individual Attributes and Requirements Developed and proven core skills in accounting, administration and high frequency/ high accuracy system usage and build. Product and market knowledge would be advantageous BUT is something that where the candidate has a growth mind-set - the team can help develop. Highly numerate with financial awareness and qualitative & quantitative skills. The ability to work both as part of a small team and independently. Conscientious, relentless, resilient and excellent attention to detail. Obsessed with delivering exceptional service to our Clients. Strong communication skills and a natural client-facing demeanour. What we offer Competitive salary Discretionary bonus each year Team trips away A collaborative, learning and development focused team environment Professional qualifications study support and professional development budget Participation in networking events, summits and webinars Up to 28 days paid holiday per annum, starting at 22 and increasing at a rate of one per year 2 volunteering days per annum
Jun 23, 2025
Full time
Associate Client Accountant, Multi-Family Office Location: Mayfair, London. I S L A N D B R I D G E Islandbridge is a purpose-driven multi-family office serving exceptional entrepreneurs and families across the globe. The Firm is focused on combining world-class investment advice with excellence in the overall management of its client's assets and goals. The Team is defined by industry leading culture and a vibrant community around the business. It has also built a world-class advisory board. In 2021, the Firm became a B-Corp and considers deeply the impact of its decisions on its team, customers, suppliers, community, and the environment. In the UK, the Firm is regulated and authorized by the FCA. In the US, it is a SEC regulated Investment Advisor. Our Mission Our mission is to help exceptional people thrive. For our clients, we help relieve the weight of managing their assets. This allows them to focus on their wider purpose and what matters most to them. For our investments, we use our network to find great teams to invest with and we bring the strength of our network and support to bear. For our people , we help them learn in an environment where they are challenged to be their best. To apply: please submit your CV, as well as a cover letter. From your cover letter, we would love to learn in just a paragraph or so for each: Who are you as a person - what really excites you? Why are you interested in this role? What would your questions to us about this role be? Why do you think this role could be a great fit? About the Role Islandbridge have a mandate to hire another Associate Client Accountant to work within the Family Office Team on key client relationships. The role is based at their offices in London's West End. Islandbridge is differentiated by the strength of the Family Office Team and the Clients they work with. Islandbridge Family Office The Family Office Team works side by side with the investment team in the role of integrating the wider purpose, operations and reporting of our clients. The Team advises clients' on managing complex balance sheets, liquidity, treasury, risk, financing, operations and strategic initiatives. Day to day, the team also takes responsibility to implement the advice with transfers & payments, investment execution, structuring and reporting. The team manage banking relationships directly in the UK and US and work with some of the top global tax and legal advisors. Principal Responsibilities Treasury & Payments Instructing payments in a secure and controlled environment. Manage, coordinate and assist with client treasury and associated projects (including bank account openings, cash yield enhancement, foreign currency purchases). Monitoring client liquidity and planning for upcoming commitments. Monthly credit card analysis. Reporting Collating statements and investment documentation. Updating client reporting databases. Preparation of extensive quarterly client report presentations (using software such as Addepar). Completing bank account reconciliations (Xero). Monthly expense tracking and budgeting. Investments Preparation of investment subscriptions and related compliance requirements. Review capital calls and distributions. Ensure accurate and timely notification, reconciliation of incoming funds, and delivery of funds to the relevant third party/parties. Tax Gather, prepare, and coordinate large volumes of client tax data and documentation. Regularly liaising with tax advisors and investment managers. Projects & Other Assisting with high value client projects (including large asset purchases, setting up Private Foundations, annual giving, estate and succession planning, carbon footprint analysis and offsetting). Liaising with a number of third party advisors on behalf of the client (banks, lawyers, philanthropic advisors etc.). Provision of information for client KYC/AML requests. Individual Attributes and Requirements Developed and proven core skills in accounting, administration and high frequency/ high accuracy system usage and build. Product and market knowledge would be advantageous BUT is something that where the candidate has a growth mind-set - the team can help develop. Highly numerate with financial awareness and qualitative & quantitative skills. The ability to work both as part of a small team and independently. Conscientious, relentless, resilient and excellent attention to detail. Obsessed with delivering exceptional service to our Clients. Strong communication skills and a natural client-facing demeanour. What we offer Competitive salary Discretionary bonus each year Team trips away A collaborative, learning and development focused team environment Professional qualifications study support and professional development budget Participation in networking events, summits and webinars Up to 28 days paid holiday per annum, starting at 22 and increasing at a rate of one per year 2 volunteering days per annum
This is an opportunity to make a career applying and developing existing Stamp Taxes and legal knowledge to practice in tax. As a Consultant, Senior Consultant or Manager in the Stamp Taxes team, you will grow your understanding of the commercial environment we work in, develop your knowledge of Deloitte, our clients, industry and market sectors. The team operates out the firm's Real Estate practice sitting in the wider Financial Investors group. Connect to your career at Deloitte Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more. What brings us all together at Deloitte?It'show we approach the thousands of decisions we make everyday. How we behave, our beliefs and our attitudes. In other words: our values.Whatever we do, whereverwe arein the world, we lead the way,serve with integrity,take care of each other,fosterinclusion, and collaborate for measurable impact .These five shared values lead every decision wemake and action we take, guiding us to deliver impact how and where it mattersmost. Connect to your opportunity This is an exciting opportunity to join a busy and growing Stamp Taxes team. The team of 12 is part of the firm's Real Estate tax practice, which is the strongest in the UK and has a focus on large scale commercial property investment. The team also work across the tax and legal service line, giving exposure to multiple industry sectors and top quality clients, including institutional and other private capital funds, multi-nationals and UK listed companies. Your role will involve: Advising on the full range of transactions in UK securities and land, including UK and non-UK corporate structures, residential and commercial property for a variety of clients The work will be weighted to advisory and analysis, rather than computational work or other compliance Include due diligence and corporate restructuring Assessment and preparation of information to support Stamp Taxes advice and the availability of reliefs, including review of legal documentation and of ownership structures Working with the team on the analysis and interpretation of new legislation and case law Working alongside our wider tax teams at all levels Over time, you will be expected to steward and delegate to the junior team members Connect to your skills and professional experience Previous experience as a Stamp Taxes specialist Previous advisory experience Excellent communication skills with the ability to manage and develop client relationships. To help with our understanding of your skillset and experience, we would like you to upload a Cover Letter alongside your CV Connect to your business -Tax Innovation and tax consultancy may not seem to go together, but that's exactly what you'll find at Deloitte. We're constantly seeking the new and working together to push the limits of what's possible. Discover a new kind of tax career that you can make your own. Tax Our comprehensive range of services encompasses everything from the completion of tax returns (corporation tax self-assessment) to complex consultancy assignments and strategic tax planning. We advise on corporate and general tax, international M&A, stamp tax, cross-border transfer pricing, reorganisations and reconstructions, and competent authority negotiations. Personal independence Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request. Connect with your colleagues "The scale and range of projects you get to work on, because of Deloitte's capability across all industries and clients, is why I would recommend a career here." "We advise some of the largest, most prestigious clients in the world, so the work is really challenging and exciting. We also have a fantastic team of smart, driven people, and a supportive, entrepreneurial culture where everyone's encouraged to be bold, creative, and ambitious" -Oliver, Tax Consulting Our hybrid working policy You'll be based in London or Cardiff with hybrid working. At Deloitte we understand the importance of balancing your career alongside your home life. That's why we'll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you'll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You'll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritiseyour wellbeing. Please check with your recruiter for the specific working requirements that may apply for your role. Our commitment to you Making an impact is more than just what we do: it's why we're here. So we work hard to create an environment where you can experience a purpose you believe in, the freedom to be you, and the capacity to go further than ever before. We want you. The true you. Your own strengths, perspective and personality. So we're nurturing a culture where everyone belongs, feels supported and heard, and is empowered to make a valuable, personal contribution. You can be sure we'll take your wellbeing seriously, too. Because it's only when you're comfortable and at your best that you can make the kind of impact you, and we, live for. Your expertise is our capability, so we'll make sure it never stops growing. Whether it's from the complex work you do, or the people you collaborate with, you'll learn every day. Through world-class development, you'll gain invaluable technical and personal skills. Whatever your level, you'll learn how to lead. Connect to your next step A career at Deloitte is an opportunity to develop in any direction you choose. Join us and you'll experience a purpose you can believe in and an impact you can see. You'll be free to bring your true self to work every day. And you'll never stop growing, whatever your level. Discover more reasons to connect with us, our people and purpose-driven culture at deloitte.co.uk/careers
Jun 22, 2025
Full time
This is an opportunity to make a career applying and developing existing Stamp Taxes and legal knowledge to practice in tax. As a Consultant, Senior Consultant or Manager in the Stamp Taxes team, you will grow your understanding of the commercial environment we work in, develop your knowledge of Deloitte, our clients, industry and market sectors. The team operates out the firm's Real Estate practice sitting in the wider Financial Investors group. Connect to your career at Deloitte Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more. What brings us all together at Deloitte?It'show we approach the thousands of decisions we make everyday. How we behave, our beliefs and our attitudes. In other words: our values.Whatever we do, whereverwe arein the world, we lead the way,serve with integrity,take care of each other,fosterinclusion, and collaborate for measurable impact .These five shared values lead every decision wemake and action we take, guiding us to deliver impact how and where it mattersmost. Connect to your opportunity This is an exciting opportunity to join a busy and growing Stamp Taxes team. The team of 12 is part of the firm's Real Estate tax practice, which is the strongest in the UK and has a focus on large scale commercial property investment. The team also work across the tax and legal service line, giving exposure to multiple industry sectors and top quality clients, including institutional and other private capital funds, multi-nationals and UK listed companies. Your role will involve: Advising on the full range of transactions in UK securities and land, including UK and non-UK corporate structures, residential and commercial property for a variety of clients The work will be weighted to advisory and analysis, rather than computational work or other compliance Include due diligence and corporate restructuring Assessment and preparation of information to support Stamp Taxes advice and the availability of reliefs, including review of legal documentation and of ownership structures Working with the team on the analysis and interpretation of new legislation and case law Working alongside our wider tax teams at all levels Over time, you will be expected to steward and delegate to the junior team members Connect to your skills and professional experience Previous experience as a Stamp Taxes specialist Previous advisory experience Excellent communication skills with the ability to manage and develop client relationships. To help with our understanding of your skillset and experience, we would like you to upload a Cover Letter alongside your CV Connect to your business -Tax Innovation and tax consultancy may not seem to go together, but that's exactly what you'll find at Deloitte. We're constantly seeking the new and working together to push the limits of what's possible. Discover a new kind of tax career that you can make your own. Tax Our comprehensive range of services encompasses everything from the completion of tax returns (corporation tax self-assessment) to complex consultancy assignments and strategic tax planning. We advise on corporate and general tax, international M&A, stamp tax, cross-border transfer pricing, reorganisations and reconstructions, and competent authority negotiations. Personal independence Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request. Connect with your colleagues "The scale and range of projects you get to work on, because of Deloitte's capability across all industries and clients, is why I would recommend a career here." "We advise some of the largest, most prestigious clients in the world, so the work is really challenging and exciting. We also have a fantastic team of smart, driven people, and a supportive, entrepreneurial culture where everyone's encouraged to be bold, creative, and ambitious" -Oliver, Tax Consulting Our hybrid working policy You'll be based in London or Cardiff with hybrid working. At Deloitte we understand the importance of balancing your career alongside your home life. That's why we'll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you'll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You'll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritiseyour wellbeing. Please check with your recruiter for the specific working requirements that may apply for your role. Our commitment to you Making an impact is more than just what we do: it's why we're here. So we work hard to create an environment where you can experience a purpose you believe in, the freedom to be you, and the capacity to go further than ever before. We want you. The true you. Your own strengths, perspective and personality. So we're nurturing a culture where everyone belongs, feels supported and heard, and is empowered to make a valuable, personal contribution. You can be sure we'll take your wellbeing seriously, too. Because it's only when you're comfortable and at your best that you can make the kind of impact you, and we, live for. Your expertise is our capability, so we'll make sure it never stops growing. Whether it's from the complex work you do, or the people you collaborate with, you'll learn every day. Through world-class development, you'll gain invaluable technical and personal skills. Whatever your level, you'll learn how to lead. Connect to your next step A career at Deloitte is an opportunity to develop in any direction you choose. Join us and you'll experience a purpose you can believe in and an impact you can see. You'll be free to bring your true self to work every day. And you'll never stop growing, whatever your level. Discover more reasons to connect with us, our people and purpose-driven culture at deloitte.co.uk/careers
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.
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We'll help you succeed Our Trust Tax team offers a plethora of carefully tailored services to an equally varied range of clients - from UK and offshore Trusts, Charities and Estates, to entrepreneurs, entertainers and more. Part of the Private Client Services team, our expertise plays an integral part of a family's overall tax planning strategy. Here, you'll have the opportunity to expand and strengthen your skillset and gain an invaluable insight into the wider Tax business within BDO. You'll be supported to develop your career and help others do the same, all while undertaking an exciting, varied workload for a broad range of clients. This role is as part of the team responsible for assisting Partners, Directors and other senior staff in servicing clients, directing Trust services and managing people within the Trust team. Trust tax knowledge is essential as is a wider knowledge of personal taxation. The primary day to day responsibility will be to act as a point of contact within the firm for the client together with the other senior staff. You will deal with all matters relating to the management of a portfolio of existing clients including billings and cash collection within the firm's criteria. Key to the role is for the individual to be able to pro-actively manage their own workload, provide overall support to Senior Managers and Directors on client matters and assist Directors in the management of the day-to-day delivery of all trust tax compliance and trust accounts work. You'll be someone with: Experience in providing trust and estate advice to high net worth individuals (experience of charity clients is a plus but not essential). Proven specialist technical private client experience, and the ability to deal with complex trust tax issues, gained within a practice environment. Experience of reviewing Trust accounts and associated tax accounting aspects (e.g. computing tax pools) Experience of dealing with HNW clients Staff management experience CTA and/or STEP qualified (or equivalent) You'll also be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task in hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we're working side by side. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for our clients and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in them. Across 17 UK locations, we are 6,500 unique minds coming together to help our clients reach their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jun 20, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We'll help you succeed Our Trust Tax team offers a plethora of carefully tailored services to an equally varied range of clients - from UK and offshore Trusts, Charities and Estates, to entrepreneurs, entertainers and more. Part of the Private Client Services team, our expertise plays an integral part of a family's overall tax planning strategy. Here, you'll have the opportunity to expand and strengthen your skillset and gain an invaluable insight into the wider Tax business within BDO. You'll be supported to develop your career and help others do the same, all while undertaking an exciting, varied workload for a broad range of clients. This role is as part of the team responsible for assisting Partners, Directors and other senior staff in servicing clients, directing Trust services and managing people within the Trust team. Trust tax knowledge is essential as is a wider knowledge of personal taxation. The primary day to day responsibility will be to act as a point of contact within the firm for the client together with the other senior staff. You will deal with all matters relating to the management of a portfolio of existing clients including billings and cash collection within the firm's criteria. Key to the role is for the individual to be able to pro-actively manage their own workload, provide overall support to Senior Managers and Directors on client matters and assist Directors in the management of the day-to-day delivery of all trust tax compliance and trust accounts work. You'll be someone with: Experience in providing trust and estate advice to high net worth individuals (experience of charity clients is a plus but not essential). Proven specialist technical private client experience, and the ability to deal with complex trust tax issues, gained within a practice environment. Experience of reviewing Trust accounts and associated tax accounting aspects (e.g. computing tax pools) Experience of dealing with HNW clients Staff management experience CTA and/or STEP qualified (or equivalent) You'll also be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task in hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we're working side by side. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for our clients and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in them. Across 17 UK locations, we are 6,500 unique minds coming together to help our clients reach their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We'll help you succeed Our Trust Tax team offers a plethora of carefully tailored services to an equally varied range of clients - from UK and offshore Trusts, Charities and Estates, to entrepreneurs, entertainers and more. Part of the Private Client Services team, our expertise plays an integral part of a family's overall tax planning strategy. Here, you'll have the opportunity to expand and strengthen your skillset and gain an invaluable insight into the wider Tax business within BDO. You'll be supported to develop your career and help others do the same, all while undertaking an exciting, varied workload for a broad range of clients. This role is as part of the team responsible for assisting Partners, Directors and other senior staff in servicing clients, directing Trust services and managing people within the Trust team. Trust tax knowledge is essential as is a wider knowledge of personal taxation. The primary day to day responsibility will be to act as a point of contact within the firm for the client together with the other senior staff. You will deal with all matters relating to the management of a portfolio of existing clients including billings and cash collection within the firm's criteria. Key to the role is for the individual to be able to pro-actively manage their own workload, provide overall support to Senior Managers and Directors on client matters and assist Directors in the management of the day-to-day delivery of all trust tax compliance and trust accounts work. You'll be someone with: Experience in providing trust and estate advice to high net worth individuals (experience of charity clients is a plus but not essential). Proven specialist technical private client experience, and the ability to deal with complex trust tax issues, gained within a practice environment. Experience of reviewing Trust accounts and associated tax accounting aspects (e.g. computing tax pools) Experience of dealing with HNW clients Staff management experience CTA and/or STEP qualified (or equivalent) You'll also be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task in hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we're working side by side. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for our clients and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in them. Across 17 UK locations, we are 6,500 unique minds coming together to help our clients reach their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jun 20, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We'll help you succeed Our Trust Tax team offers a plethora of carefully tailored services to an equally varied range of clients - from UK and offshore Trusts, Charities and Estates, to entrepreneurs, entertainers and more. Part of the Private Client Services team, our expertise plays an integral part of a family's overall tax planning strategy. Here, you'll have the opportunity to expand and strengthen your skillset and gain an invaluable insight into the wider Tax business within BDO. You'll be supported to develop your career and help others do the same, all while undertaking an exciting, varied workload for a broad range of clients. This role is as part of the team responsible for assisting Partners, Directors and other senior staff in servicing clients, directing Trust services and managing people within the Trust team. Trust tax knowledge is essential as is a wider knowledge of personal taxation. The primary day to day responsibility will be to act as a point of contact within the firm for the client together with the other senior staff. You will deal with all matters relating to the management of a portfolio of existing clients including billings and cash collection within the firm's criteria. Key to the role is for the individual to be able to pro-actively manage their own workload, provide overall support to Senior Managers and Directors on client matters and assist Directors in the management of the day-to-day delivery of all trust tax compliance and trust accounts work. You'll be someone with: Experience in providing trust and estate advice to high net worth individuals (experience of charity clients is a plus but not essential). Proven specialist technical private client experience, and the ability to deal with complex trust tax issues, gained within a practice environment. Experience of reviewing Trust accounts and associated tax accounting aspects (e.g. computing tax pools) Experience of dealing with HNW clients Staff management experience CTA and/or STEP qualified (or equivalent) You'll also be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task in hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we're working side by side. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for our clients and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in them. Across 17 UK locations, we are 6,500 unique minds coming together to help our clients reach their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We'll help you succeed Our Trust Tax team offers a plethora of carefully tailored services to an equally varied range of clients - from UK and offshore Trusts, Charities and Estates, to entrepreneurs, entertainers and more. Part of the Private Client Services team, our expertise plays an integral part of a family's overall tax planning strategy. Here, you'll have the opportunity to expand and strengthen your skillset and gain an invaluable insight into the wider Tax business within BDO. You'll be supported to develop your career and help others do the same, all while undertaking an exciting, varied workload for a broad range of clients. This role is as part of the team responsible for assisting Partners, Directors and other senior staff in servicing clients, directing Trust services and managing people within the Trust team. Trust tax knowledge is essential as is a wider knowledge of personal taxation. The primary day to day responsibility will be to act as a point of contact within the firm for the client together with the other senior staff. You will deal with all matters relating to the management of a portfolio of existing clients including billings and cash collection within the firm's criteria. Key to the role is for the individual to be able to pro-actively manage their own workload, provide overall support to Senior Managers and Directors on client matters and assist Directors in the management of the day-to-day delivery of all trust tax compliance and trust accounts work. You'll be someone with: Experience in providing trust and estate advice to high net worth individuals (experience of charity clients is a plus but not essential). Proven specialist technical private client experience, and the ability to deal with complex trust tax issues, gained within a practice environment. Experience of reviewing Trust accounts and associated tax accounting aspects (e.g. computing tax pools) Experience of dealing with HNW clients Staff management experience CTA and/or STEP qualified (or equivalent) You'll also be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task in hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we're working side by side. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for our clients and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in them. Across 17 UK locations, we are 6,500 unique minds coming together to help our clients reach their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jun 20, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We'll help you succeed Our Trust Tax team offers a plethora of carefully tailored services to an equally varied range of clients - from UK and offshore Trusts, Charities and Estates, to entrepreneurs, entertainers and more. Part of the Private Client Services team, our expertise plays an integral part of a family's overall tax planning strategy. Here, you'll have the opportunity to expand and strengthen your skillset and gain an invaluable insight into the wider Tax business within BDO. You'll be supported to develop your career and help others do the same, all while undertaking an exciting, varied workload for a broad range of clients. This role is as part of the team responsible for assisting Partners, Directors and other senior staff in servicing clients, directing Trust services and managing people within the Trust team. Trust tax knowledge is essential as is a wider knowledge of personal taxation. The primary day to day responsibility will be to act as a point of contact within the firm for the client together with the other senior staff. You will deal with all matters relating to the management of a portfolio of existing clients including billings and cash collection within the firm's criteria. Key to the role is for the individual to be able to pro-actively manage their own workload, provide overall support to Senior Managers and Directors on client matters and assist Directors in the management of the day-to-day delivery of all trust tax compliance and trust accounts work. You'll be someone with: Experience in providing trust and estate advice to high net worth individuals (experience of charity clients is a plus but not essential). Proven specialist technical private client experience, and the ability to deal with complex trust tax issues, gained within a practice environment. Experience of reviewing Trust accounts and associated tax accounting aspects (e.g. computing tax pools) Experience of dealing with HNW clients Staff management experience CTA and/or STEP qualified (or equivalent) You'll also be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task in hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we're working side by side. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for our clients and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in them. Across 17 UK locations, we are 6,500 unique minds coming together to help our clients reach their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions 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.
Office Manager International- H/F About OVH cloud As Europe's leading cloud provider, we deliver public and private cloud products, shared hosting and dedicated server solutions in 140 countries worldwide. We also offer domain name registration, telephony services and internet access to our customers. Founded in 1999, OVHcloud is a French company with an international presence, based on a backbone of datacentres and points of presence spread across the globe. Does the role interest you? The Office Manager is in charge of the management of a site by providing a smooth running of the service, being a key contact person to coordinate the local teams in UK, Ireland and Netherlands deploying the OVH Group's internal policies. Responsibilities Site Administration Ensure the application, respect and update of health and safety policies Collaborate with the Office teams to ensure the compliance of the office with our Group policies in terms of design Contribute to a possible search for new premises, organize the move and ensure the maintenance of site activities during this one Make the necessary purchases for the good supply of the site (supplies, consumables, etc.) Mail management and control Liaise with other offices, contractors, suppliers and other organizations Financial & Legal Activities Provide prompt and accurate answers to requests from internal departments (accounting, treasury, legal, etc.) Guarantee the reliability of our commercial contracts and our website's provisions Manage clients' requests in legal matters and relay to the Group's legal department when needed Interface with the legal department of the Group and the local law firm Manage requests from local authorities Process all the payments of providers or institutions (taxes, contributions, etc.) in collaboration with the Group Treasury Validate customer payments in our internal tools Management of customer refunds Provide budget and forecast reports when required from the different departments Control the proper execution and the respect of deadline of the financial reports Compile monthly accounting reports and liaise with HQ accounting teams Facilitate the travel of team members, including the use of internal tools, planning, booking and reimbursement of expenses according to internal procedures HR activities Deploy, support and promote the Group's HR policies (compensation & benefits, training, evaluation, etc.) Support newcomers' onboarding and provide them with all the necessary environment for their job Organize meetings for the different teams Ensure Internal Group communications are released and understood within the site Manage personnel administration (management of employment contracts and addendums, various legal documents, etc.) Ensure compliance with the local legal framework Realization of monthly HR reports Prepare and consolidate variable payroll elements (bonuses, absences, leave, etc.), establish the link between the accounting firm and HR department Control the proper execution of the payroll cycle by the accounting firm Participate in the recruitment and selection of teams Collect and follow up training requests in collaboration with the Training Center Organize internal events in accordance with Group policies (thematic, budget, etc.) Be available for managers and collaborators for any HR issue. Relay to the HRBP or HR department when needed. Required Knowledge & Experience: Technical Skills Excellent administrative and accounting knowledge Execute and control a payroll process Experience in office management Experience in Human Resources management appreciated Good level of English Soft Skills Ability to coordinate different teams/departments, team player Client oriented Excellent interpersonal skills Good management of stress, time and priorities Organizational skills Versatility And not last but least Company Benefits Competitive Salary 25 days holiday + bank holidays (33 days total per annum) 4 extra days holidays (flexi days) Pensión Private Medical & Dental 50% contribution to public travel Eye test Sport Contribution Fresh fruit daily, coffee, tea and soft drinks A free 24/7 Employee Assistance Programme available to you and your family Great opportunity for advancement within the company across a variety of roles globally OVH Limited is an equal opportunity employer. OVH Ltd is proud to be an equal opportunity employer. We will not discriminate against any applicant or employee on the basis of age, race, colour, creed, religion, sex, sexual orientation, gender, gender identity or expression, medical condition, national origin, ancestry, citizenship, marital status or civil partnership/union status, physical or mental disability, pregnancy, childbirth, genetic information, military and veteran status, or any other basis prohibited by applicable federal, state or local law. OVH Ltd will consider for employment qualified applicants with criminal histories in a manner consistent with local and federal requirements.
Jun 18, 2025
Full time
Office Manager International- H/F About OVH cloud As Europe's leading cloud provider, we deliver public and private cloud products, shared hosting and dedicated server solutions in 140 countries worldwide. We also offer domain name registration, telephony services and internet access to our customers. Founded in 1999, OVHcloud is a French company with an international presence, based on a backbone of datacentres and points of presence spread across the globe. Does the role interest you? The Office Manager is in charge of the management of a site by providing a smooth running of the service, being a key contact person to coordinate the local teams in UK, Ireland and Netherlands deploying the OVH Group's internal policies. Responsibilities Site Administration Ensure the application, respect and update of health and safety policies Collaborate with the Office teams to ensure the compliance of the office with our Group policies in terms of design Contribute to a possible search for new premises, organize the move and ensure the maintenance of site activities during this one Make the necessary purchases for the good supply of the site (supplies, consumables, etc.) Mail management and control Liaise with other offices, contractors, suppliers and other organizations Financial & Legal Activities Provide prompt and accurate answers to requests from internal departments (accounting, treasury, legal, etc.) Guarantee the reliability of our commercial contracts and our website's provisions Manage clients' requests in legal matters and relay to the Group's legal department when needed Interface with the legal department of the Group and the local law firm Manage requests from local authorities Process all the payments of providers or institutions (taxes, contributions, etc.) in collaboration with the Group Treasury Validate customer payments in our internal tools Management of customer refunds Provide budget and forecast reports when required from the different departments Control the proper execution and the respect of deadline of the financial reports Compile monthly accounting reports and liaise with HQ accounting teams Facilitate the travel of team members, including the use of internal tools, planning, booking and reimbursement of expenses according to internal procedures HR activities Deploy, support and promote the Group's HR policies (compensation & benefits, training, evaluation, etc.) Support newcomers' onboarding and provide them with all the necessary environment for their job Organize meetings for the different teams Ensure Internal Group communications are released and understood within the site Manage personnel administration (management of employment contracts and addendums, various legal documents, etc.) Ensure compliance with the local legal framework Realization of monthly HR reports Prepare and consolidate variable payroll elements (bonuses, absences, leave, etc.), establish the link between the accounting firm and HR department Control the proper execution of the payroll cycle by the accounting firm Participate in the recruitment and selection of teams Collect and follow up training requests in collaboration with the Training Center Organize internal events in accordance with Group policies (thematic, budget, etc.) Be available for managers and collaborators for any HR issue. Relay to the HRBP or HR department when needed. Required Knowledge & Experience: Technical Skills Excellent administrative and accounting knowledge Execute and control a payroll process Experience in office management Experience in Human Resources management appreciated Good level of English Soft Skills Ability to coordinate different teams/departments, team player Client oriented Excellent interpersonal skills Good management of stress, time and priorities Organizational skills Versatility And not last but least Company Benefits Competitive Salary 25 days holiday + bank holidays (33 days total per annum) 4 extra days holidays (flexi days) Pensión Private Medical & Dental 50% contribution to public travel Eye test Sport Contribution Fresh fruit daily, coffee, tea and soft drinks A free 24/7 Employee Assistance Programme available to you and your family Great opportunity for advancement within the company across a variety of roles globally OVH Limited is an equal opportunity employer. OVH Ltd is proud to be an equal opportunity employer. We will not discriminate against any applicant or employee on the basis of age, race, colour, creed, religion, sex, sexual orientation, gender, gender identity or expression, medical condition, national origin, ancestry, citizenship, marital status or civil partnership/union status, physical or mental disability, pregnancy, childbirth, genetic information, military and veteran status, or any other basis prohibited by applicable federal, state or local law. OVH Ltd will consider for employment qualified applicants with criminal histories in a manner consistent with local and federal requirements.
Private Client Tax Senior Manager job opportunity based in Birmingham We are partnered with a mid-tier firm of Chartered Accountants & Business Advisors in their search for an Associate Director to join the Private Client team in Birmingham. The team acts for a wide range of entrepreneurs, family offices, private equity and hedge fund principals, large landed-estates, high profile professional partnerships and senior executives of large listed and private businesses. The services delivered include tax return compliance services, transaction and reorganisation advice, optimisation of wealth from a tax perspective, and estate and succession tax advice. The client base is a mix of UK and non-UK domiciled individuals and the international network results in regional teams undertaking a high proportion of cross border tax services. - Management of the successful delivery of technically complex and demanding consulting projects, ensuring technical excellence and practical / business driven approach taken- Build and maintain relationships with clients- Build networks and relationships internally and externally for the team to leverage from- Help people to develop through effectively supervising, coaching, and mentoring staff- Contribute to people initiatives, including retaining and training international tax professionals- Significant involvement in the management of the team both in terms of strategy and operations and through managing junior staff development and assignments The Senior Manager will hold a rich background in providing private client services to a range of wealthy professionals and be in a position to demonstrate a background of a Senior Tax Manager from a branded advisory business. Client driven, strategically and commercially aware you will combine strong technical tax skills with the ability forge deep client relationships and develop quality outputs for clients. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Jun 17, 2025
Full time
Private Client Tax Senior Manager job opportunity based in Birmingham We are partnered with a mid-tier firm of Chartered Accountants & Business Advisors in their search for an Associate Director to join the Private Client team in Birmingham. The team acts for a wide range of entrepreneurs, family offices, private equity and hedge fund principals, large landed-estates, high profile professional partnerships and senior executives of large listed and private businesses. The services delivered include tax return compliance services, transaction and reorganisation advice, optimisation of wealth from a tax perspective, and estate and succession tax advice. The client base is a mix of UK and non-UK domiciled individuals and the international network results in regional teams undertaking a high proportion of cross border tax services. - Management of the successful delivery of technically complex and demanding consulting projects, ensuring technical excellence and practical / business driven approach taken- Build and maintain relationships with clients- Build networks and relationships internally and externally for the team to leverage from- Help people to develop through effectively supervising, coaching, and mentoring staff- Contribute to people initiatives, including retaining and training international tax professionals- Significant involvement in the management of the team both in terms of strategy and operations and through managing junior staff development and assignments The Senior Manager will hold a rich background in providing private client services to a range of wealthy professionals and be in a position to demonstrate a background of a Senior Tax Manager from a branded advisory business. Client driven, strategically and commercially aware you will combine strong technical tax skills with the ability forge deep client relationships and develop quality outputs for clients. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
We are looking to recruit a Senior Tax Manager to work within our busy private client team. Our US/UK Cross Border team acts for a wide range of international high net worth individuals resident in the UK, in addition to family offices, private equity and hedge fund principals, and high-profile professional partnerships. We aim to be trusted advisers to our clients and deliver a broad range of tax advisory services. The services that we deliver include tax return compliance services, advice on residence and domicile issues, transaction and reorganisation advice, optimisation of wealth from a tax perspective, and estate and succession tax advice. Our client base is predominantly international and therefore experience of working with non-domiciled individuals is essential. The role will be a compliance and advisory role working with the Directors and other team members to assess complex situations, provide advice, and reach technical opinions. US/UK Cross Border sits within EY Private, a growing part of the EY business, and opportunities also arise for secondments to other parts of the business if desired. There are excellent opportunities for promotion to Director and beyond. The Opportunity A Senior Tax Manager is expected to manage a large and varied portfolio of clients with complex US and/or UK tax affairs, ensuring excellent client service both from compliance and advisory standpoints, whilst signing out most completed tax returns. They will have several staff allocations, some of whom they will directly manage and be expected to influence their development. They will carry out role model appropriate behaviours reflecting EY's core values. They will be responsible for ensuring billing expectations are met. Duties Senior Tax Managers have responsibility for running their allocated client list, ensuring clients receive a high level of service. Ensure that work is planned and delegated in advance. Take the lead in the billing processes and ensure deadlines are met. Work with the Credit Control team to secure prompt payment of invoices. Tax Managers are expected to carry out accurate and complex final reviews, ensuring risks are minimised and high standards are maintained. Sign out completed tax returns as agreed with senior staff. Senior Tax Managers should have sufficient knowledge of other areas of tax (such as estate/gift tax, IHT and corporate tax) to be able to identify when to involve other experts within the company. Senior Tax Managers should demonstrate continued development of their management skills, providing support and guidance to allocated junior staff members. Ensure the technical, personal and administrative development of allocated staff and deal with personnel issues with guidance from HR. Senior Tax Managers are ultimately responsible for ensuring all compliance work meets expected standards - this includes minimising risk and ensuring an excellent level of client service is maintained. Ensure all clients receive an exceptional level of service: organising and prompting when necessary to meet all deadlines. Role model appropriate behaviours reflecting the EY values as well as ensure all information shared with them is treated with the utmost confidentiality. Work flexibly as part of the close team at EY. This may mean assisting colleagues from time to time in support of the efficient operation of the practice. Person Specification The job holder will be a qualified member of the Association of Taxation Technicians (ATT) and qualified to practice US tax i.e. an Enrolled Agent (EA) or CPA. A CTA qualified individual is desirable but not compulsory. They can work well under pressure. They are well organised. They have been working in practice for at least 5 years. Proven Experience They can demonstrate they have gained tax experience and operated at a similar level within a practice. Experience of providing a high standard of service to clients both face to face and over the telephone/email. Experience of dealing with the full range of client tax requirements. Experience of dealing with bills. Experience of signing out US/UK tax returns. Experience of managing junior members of staff. Knowledge, Skills and Abilities An eye for detail and accuracy. Excellent verbal and written communication skills. Highly numerical and able to interpret financial data. Sound IT skills. Must be able to build strong working relationships with other members of staff. The role requires them to be able to persuade and also push back with respect when dealing with difficult clients. Must be able to work in a team as well as independently. They should support colleagues and provide assistance when required. What working at EY offers We offer a competitive remuneration package where you'll be rewarded for your individual and team performance. Our comprehensive Total Rewards package includes support for flexible working and career development, and with FlexEY you can select benefits that suit your needs, covering holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions. Plus, we offer: Support and coaching from some of the most engaging colleagues around. Opportunities to develop new skills and progress your career. The freedom and flexibility to handle your role in a way that's right for you. EY is committed to being an inclusive employer and we are happy to consider flexible working arrangements. We strive to achieve the right balance for our people, enabling us to deliver excellent client service whilst allowing you to build your career without sacrificing your personal priorities. While our client-facing professionals can be required to travel regularly, and at times be based at client sites, our flexible working arrangements can help you to achieve a lifestyle balance. About EY As a global leader in assurance, tax, transaction and advisory services, we hire and develop the most passionate people in their field to help build a better working world. This starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. So that whenever you join, however long you stay, the exceptional EY experience lasts a lifetime. If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible. Join us in building a better working world.
Jun 17, 2025
Full time
We are looking to recruit a Senior Tax Manager to work within our busy private client team. Our US/UK Cross Border team acts for a wide range of international high net worth individuals resident in the UK, in addition to family offices, private equity and hedge fund principals, and high-profile professional partnerships. We aim to be trusted advisers to our clients and deliver a broad range of tax advisory services. The services that we deliver include tax return compliance services, advice on residence and domicile issues, transaction and reorganisation advice, optimisation of wealth from a tax perspective, and estate and succession tax advice. Our client base is predominantly international and therefore experience of working with non-domiciled individuals is essential. The role will be a compliance and advisory role working with the Directors and other team members to assess complex situations, provide advice, and reach technical opinions. US/UK Cross Border sits within EY Private, a growing part of the EY business, and opportunities also arise for secondments to other parts of the business if desired. There are excellent opportunities for promotion to Director and beyond. The Opportunity A Senior Tax Manager is expected to manage a large and varied portfolio of clients with complex US and/or UK tax affairs, ensuring excellent client service both from compliance and advisory standpoints, whilst signing out most completed tax returns. They will have several staff allocations, some of whom they will directly manage and be expected to influence their development. They will carry out role model appropriate behaviours reflecting EY's core values. They will be responsible for ensuring billing expectations are met. Duties Senior Tax Managers have responsibility for running their allocated client list, ensuring clients receive a high level of service. Ensure that work is planned and delegated in advance. Take the lead in the billing processes and ensure deadlines are met. Work with the Credit Control team to secure prompt payment of invoices. Tax Managers are expected to carry out accurate and complex final reviews, ensuring risks are minimised and high standards are maintained. Sign out completed tax returns as agreed with senior staff. Senior Tax Managers should have sufficient knowledge of other areas of tax (such as estate/gift tax, IHT and corporate tax) to be able to identify when to involve other experts within the company. Senior Tax Managers should demonstrate continued development of their management skills, providing support and guidance to allocated junior staff members. Ensure the technical, personal and administrative development of allocated staff and deal with personnel issues with guidance from HR. Senior Tax Managers are ultimately responsible for ensuring all compliance work meets expected standards - this includes minimising risk and ensuring an excellent level of client service is maintained. Ensure all clients receive an exceptional level of service: organising and prompting when necessary to meet all deadlines. Role model appropriate behaviours reflecting the EY values as well as ensure all information shared with them is treated with the utmost confidentiality. Work flexibly as part of the close team at EY. This may mean assisting colleagues from time to time in support of the efficient operation of the practice. Person Specification The job holder will be a qualified member of the Association of Taxation Technicians (ATT) and qualified to practice US tax i.e. an Enrolled Agent (EA) or CPA. A CTA qualified individual is desirable but not compulsory. They can work well under pressure. They are well organised. They have been working in practice for at least 5 years. Proven Experience They can demonstrate they have gained tax experience and operated at a similar level within a practice. Experience of providing a high standard of service to clients both face to face and over the telephone/email. Experience of dealing with the full range of client tax requirements. Experience of dealing with bills. Experience of signing out US/UK tax returns. Experience of managing junior members of staff. Knowledge, Skills and Abilities An eye for detail and accuracy. Excellent verbal and written communication skills. Highly numerical and able to interpret financial data. Sound IT skills. Must be able to build strong working relationships with other members of staff. The role requires them to be able to persuade and also push back with respect when dealing with difficult clients. Must be able to work in a team as well as independently. They should support colleagues and provide assistance when required. What working at EY offers We offer a competitive remuneration package where you'll be rewarded for your individual and team performance. Our comprehensive Total Rewards package includes support for flexible working and career development, and with FlexEY you can select benefits that suit your needs, covering holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions. Plus, we offer: Support and coaching from some of the most engaging colleagues around. Opportunities to develop new skills and progress your career. The freedom and flexibility to handle your role in a way that's right for you. EY is committed to being an inclusive employer and we are happy to consider flexible working arrangements. We strive to achieve the right balance for our people, enabling us to deliver excellent client service whilst allowing you to build your career without sacrificing your personal priorities. While our client-facing professionals can be required to travel regularly, and at times be based at client sites, our flexible working arrangements can help you to achieve a lifestyle balance. About EY As a global leader in assurance, tax, transaction and advisory services, we hire and develop the most passionate people in their field to help build a better working world. This starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. So that whenever you join, however long you stay, the exceptional EY experience lasts a lifetime. If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible. Join us in building a better working world.
Introduction Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management. We believe that every candidate brings something special to the table, including you! So, even if you feel that you're close but not an exact match, we encourage you to apply. Overview We are currently seeking a Claims Associate Director to join our team and provide professional advice and service to clients regarding any Construction claims issues. In this role, you will be responsible for liaising with insurers and other interested parties to expedite the claims process and optimally lead clients' expectations. You will also be responsible for leading claims from receipt of notification of loss through to conclusion and negotiating claims to insurers and on behalf of Gallagher's Construction clients. How you'll make an impact Build and maintain expertise in market trends, insurance, legislation, and technical knowledge for efficient claims handling. Process claim notifications, further advices, and collections following Claims Division procedures. Manage workload of construction risk claims to ensure timely and effective client service, including advising and updating clients throughout the claims process. Develop strong client relationships, provide technical advice, and supervise claim progress. Liaise with insurers, address queries, and ensure timely collections/payments in collaboration with the Accounts Department. Maintain compliance with regulatory requirements, acquire vital documentation, and meet with clients regularly to deliver Claims MI/data. Ensure accurate and timely production of claims statistics for clients. Update internal systems with 100% accuracy for detailed claims reporting. Take ownership of compliance and remedial action planning when needed. Undertake additional duties as reasonably required. About You ACII qualification would be desirable. Proven track-record working in a similar role within the legal or insurance industry Practical knowledge of the CLASS system and ECF claims processing. PC literate with strong MS Office skills including Word, Excel, and Outlook. Previous experience in a team-leading role and one-to-one and team coaching. Strong verbal and written communication skills. Client-focused with excellent organizational skills. Proactive, team-oriented, and self-motivated. Well-presented and articulate with a willingness to succeed. Ability to prioritise to handle workload effectively. Tenacious with effective coaching skills. Eligible to work in the UK. Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, we'll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include: Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don't worry, we're here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with . If you'd prefer to speak on the phone, please request a call back, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Jun 14, 2025
Full time
Introduction Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management. We believe that every candidate brings something special to the table, including you! So, even if you feel that you're close but not an exact match, we encourage you to apply. Overview We are currently seeking a Claims Associate Director to join our team and provide professional advice and service to clients regarding any Construction claims issues. In this role, you will be responsible for liaising with insurers and other interested parties to expedite the claims process and optimally lead clients' expectations. You will also be responsible for leading claims from receipt of notification of loss through to conclusion and negotiating claims to insurers and on behalf of Gallagher's Construction clients. How you'll make an impact Build and maintain expertise in market trends, insurance, legislation, and technical knowledge for efficient claims handling. Process claim notifications, further advices, and collections following Claims Division procedures. Manage workload of construction risk claims to ensure timely and effective client service, including advising and updating clients throughout the claims process. Develop strong client relationships, provide technical advice, and supervise claim progress. Liaise with insurers, address queries, and ensure timely collections/payments in collaboration with the Accounts Department. Maintain compliance with regulatory requirements, acquire vital documentation, and meet with clients regularly to deliver Claims MI/data. Ensure accurate and timely production of claims statistics for clients. Update internal systems with 100% accuracy for detailed claims reporting. Take ownership of compliance and remedial action planning when needed. Undertake additional duties as reasonably required. About You ACII qualification would be desirable. Proven track-record working in a similar role within the legal or insurance industry Practical knowledge of the CLASS system and ECF claims processing. PC literate with strong MS Office skills including Word, Excel, and Outlook. Previous experience in a team-leading role and one-to-one and team coaching. Strong verbal and written communication skills. Client-focused with excellent organizational skills. Proactive, team-oriented, and self-motivated. Well-presented and articulate with a willingness to succeed. Ability to prioritise to handle workload effectively. Tenacious with effective coaching skills. Eligible to work in the UK. Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, we'll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include: Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don't worry, we're here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with . If you'd prefer to speak on the phone, please request a call back, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Introduction Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management. We believe that every candidate brings something special to the table, including you! So, even if you feel that you're close but not an exact match, we encourage you to apply. Overview To act as Executive Partner in the best interests of the company by producing revenue through sales to new and existing complex clients with emphasis on large companies with high revenue and/or high profile clients. Assist in managing and providing a quality service in respect of clients' demands and needs in order to obtain optimum account retention and growth of new business in line with AJG principles and values. To assist with the MD in the control and management in the smooth running of the division. How you'll make an impact Produces revenue through sales to new and existing complex clients with emphasis on large companies with high revenue and/or high profile clients Consults with clients according to their needs, retaining them as clients Design and agree client and revenue development plans with divisional management including product and territorial development areas required Manage and deliver revenue and EBITDAC from clients as agreed with Divisional management Deliver client priorities in all areas required and ensure that client service and satisfaction are of high standard to ensure client retention Applies industry technologies to new sales, additional sales to existing clients and account serviceProvides direction in account transfer situations May manage new business goals, sales situations, and account service to comply with procedure manuals and to prevent error and omission incidents Prepares and implements an individual business plan and production budget Deliver operational goals in line with divisional and corporate standards and seek to improve these through targets agreed with divisional management Ownership and delivery of P&L for customer segment, as agreed with MD Assist MD in setting divisional development targets Assist MD with management and operational issues as agreed Set goals and objectives for direct reports as required Ensure direct reports are aware of divisional and team revenue and EBITDAC targets and strategies for delivery Participate in team sales and management situations with other producers and support personnel Assist, educate and develop other staff members in new client sales situations and existing client service requirements Develops and maintains interdivision/intercompany relationships consistent with our corporate culture Compliance with AJG Professional Standards Manual in accordance with statutory requirements for role with specific attention, but not limited toManaging Client information,Whistle Blowing,Treating Customers Fairly About You Bachelor's degree or equivalent, 7-10 years of previous professional related sales experience. Technical Knowledge Robust knowledge of general insurance (London Market / Lloyd's and Industry) products and services includingunderlying legal principles and practices Excellent technical knowledge of advisory risk management principles Experienced knowledge of insurance classes and EBITAC principles Experience Led teams through difficulties and challenges to meet business objectives and target deliverables Demonstrable understanding of the difference of people management and effective leadership skills Able to quickly identify potential problems/opportunities and provide solutions during periods of change/transformation Successfully and proactively plans, prioritises and organises workloads in a way which allows for unexpected change/events and interruptions for team Proven record of risk managing concurrent work-flows Interpretation of salient information/knowledge and act upon findings which contribute to improving efficiency in operations Proven leadership skills driving a high performance culture Significant senior level experience of managing resources Significant staff development/ management experience essential A high level of regulatory awareness experience essential when dealing with operational group risk Skills/other Excellent interpersonal skills, including listening, verbal and written communication skills with the ability to communicate effectively with all levels of the Company, including senior level management Excellent presentation skills with experience interacting and presenting to senior management Strategic mind-set with the ability to develop creative approaches and solutions necessary to solve complex problems Excellent customer service focus, including the ability to manage potentially contentious interactions and the ability to strike a balance between oversight and getting buy-in from the businesses Critically analyses and evaluates all available information and possible outcomes when making decisions at operational and/or strategic level Excellent prioritisation when dealing with conflicting demands Ability to interact comfortably with senior level management and board members Confidence in dealing with change and ambiguity Highest degree of ethics and integrity MS office expertise Eligibility Requirements Eligibility to work in the UK Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, we'll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include: Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don't worry, we're here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with . If you'd prefer to speak on the phone, please request a call back, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state . click apply for full job details
Jun 14, 2025
Full time
Introduction Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management. We believe that every candidate brings something special to the table, including you! So, even if you feel that you're close but not an exact match, we encourage you to apply. Overview To act as Executive Partner in the best interests of the company by producing revenue through sales to new and existing complex clients with emphasis on large companies with high revenue and/or high profile clients. Assist in managing and providing a quality service in respect of clients' demands and needs in order to obtain optimum account retention and growth of new business in line with AJG principles and values. To assist with the MD in the control and management in the smooth running of the division. How you'll make an impact Produces revenue through sales to new and existing complex clients with emphasis on large companies with high revenue and/or high profile clients Consults with clients according to their needs, retaining them as clients Design and agree client and revenue development plans with divisional management including product and territorial development areas required Manage and deliver revenue and EBITDAC from clients as agreed with Divisional management Deliver client priorities in all areas required and ensure that client service and satisfaction are of high standard to ensure client retention Applies industry technologies to new sales, additional sales to existing clients and account serviceProvides direction in account transfer situations May manage new business goals, sales situations, and account service to comply with procedure manuals and to prevent error and omission incidents Prepares and implements an individual business plan and production budget Deliver operational goals in line with divisional and corporate standards and seek to improve these through targets agreed with divisional management Ownership and delivery of P&L for customer segment, as agreed with MD Assist MD in setting divisional development targets Assist MD with management and operational issues as agreed Set goals and objectives for direct reports as required Ensure direct reports are aware of divisional and team revenue and EBITDAC targets and strategies for delivery Participate in team sales and management situations with other producers and support personnel Assist, educate and develop other staff members in new client sales situations and existing client service requirements Develops and maintains interdivision/intercompany relationships consistent with our corporate culture Compliance with AJG Professional Standards Manual in accordance with statutory requirements for role with specific attention, but not limited toManaging Client information,Whistle Blowing,Treating Customers Fairly About You Bachelor's degree or equivalent, 7-10 years of previous professional related sales experience. Technical Knowledge Robust knowledge of general insurance (London Market / Lloyd's and Industry) products and services includingunderlying legal principles and practices Excellent technical knowledge of advisory risk management principles Experienced knowledge of insurance classes and EBITAC principles Experience Led teams through difficulties and challenges to meet business objectives and target deliverables Demonstrable understanding of the difference of people management and effective leadership skills Able to quickly identify potential problems/opportunities and provide solutions during periods of change/transformation Successfully and proactively plans, prioritises and organises workloads in a way which allows for unexpected change/events and interruptions for team Proven record of risk managing concurrent work-flows Interpretation of salient information/knowledge and act upon findings which contribute to improving efficiency in operations Proven leadership skills driving a high performance culture Significant senior level experience of managing resources Significant staff development/ management experience essential A high level of regulatory awareness experience essential when dealing with operational group risk Skills/other Excellent interpersonal skills, including listening, verbal and written communication skills with the ability to communicate effectively with all levels of the Company, including senior level management Excellent presentation skills with experience interacting and presenting to senior management Strategic mind-set with the ability to develop creative approaches and solutions necessary to solve complex problems Excellent customer service focus, including the ability to manage potentially contentious interactions and the ability to strike a balance between oversight and getting buy-in from the businesses Critically analyses and evaluates all available information and possible outcomes when making decisions at operational and/or strategic level Excellent prioritisation when dealing with conflicting demands Ability to interact comfortably with senior level management and board members Confidence in dealing with change and ambiguity Highest degree of ethics and integrity MS office expertise Eligibility Requirements Eligibility to work in the UK Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, we'll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include: Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don't worry, we're here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with . If you'd prefer to speak on the phone, please request a call back, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state . click apply for full job details
Accounts Manager - Top 20 Firm, Reading - AAT qualified or studier Accounts Manager (AAT qualified) Reading Permanent, Full-time Company Overview Established in 2019, this organisation brings together a network of independent business advisory and accountancy practices, offering trusted advice to SMEs. With a strong focus on collaboration and growth, its regional teams operate across multiple locations, leveraging collective expertise to support professionals and clients alike. Accounts Manager As an Accounts Manager, you will support the accounts team in preparing financial statements, tax returns, and management accounts for a portfolio of clients. You will oversee a diverse client base, ensuring compliance with regulations while delivering expert guidance. This role presents an excellent opportunity for career progression within a dynamic and supportive environment. Key Responsibilities 1. Serve as a trusted point of contact for clients, ensuring tasks are completed with a focus on excellence and innovation. 2. Communicate effectively, both verbally and in writing, to provide professional advice and maintain high customer service standards. 3. Ensure financial accounts are completed to the highest standard, adhering to deadlines and regulatory requirements. 4. Collaborate with senior team members to meet client deliverables within agreed timelines and budgets. 5. Contribute to team activities and process improvements to enhance business efficiency. 6. Engage in ongoing learning and professional development to maintain technical expertise. 7. Prepare year-end accounts for sole traders, partnerships, and limited companies. 8. Assist with corporation tax and VAT return preparation. 9. Conduct tax computations as part of financial account preparation. 10. Support audit planning and execution, including fieldwork and assisting senior auditors. 11. Provide mentorship and training to junior team members to foster professional growth. Key Requirements 1. Previous experience in accountancy practice, particularly in accounts preparation. Additional Requirements 1. Strong interpersonal and communication skills, with the ability to maintain relationships with clients and colleagues. 2. Proficiency in Microsoft Office applications, particularly Excel. 3. Excellent organisational skills, with the ability to manage multiple tasks and meet deadlines. 4. Strong attention to detail and a commitment to accuracy. 5. Ability to work independently and collaboratively in a team. 6. A dependable and self-motivated approach, able to manage tasks with minimal supervision. 7. Adherence to professional ethical standards and confidentiality. Model Office-Based Salary Competitive Benefits 1. Pension Scheme 2. 25 days of annual leave + bank holidays 3. Additional annual leave days for senior staff 4. Option to purchase extra leave up to 30 days per annum 5. Business closure over Christmas (subject to business needs) 6. Life Assurance (4x annual salary) 7. Enhanced family leave policies 8. Enhanced Company Sick Pay 9. Employee Assistance Programme (24/7 support) 10. Corporate Discounts Platform Flexible Benefits Platform (eligibility based on seniority) 1. Private Medical Insurance (PMI) - single or family 2. Critical Illness Cover 3. Cash plan 4. Cycle-to-work scheme 5. Eye care and dental coverage #
Jun 07, 2025
Full time
Accounts Manager - Top 20 Firm, Reading - AAT qualified or studier Accounts Manager (AAT qualified) Reading Permanent, Full-time Company Overview Established in 2019, this organisation brings together a network of independent business advisory and accountancy practices, offering trusted advice to SMEs. With a strong focus on collaboration and growth, its regional teams operate across multiple locations, leveraging collective expertise to support professionals and clients alike. Accounts Manager As an Accounts Manager, you will support the accounts team in preparing financial statements, tax returns, and management accounts for a portfolio of clients. You will oversee a diverse client base, ensuring compliance with regulations while delivering expert guidance. This role presents an excellent opportunity for career progression within a dynamic and supportive environment. Key Responsibilities 1. Serve as a trusted point of contact for clients, ensuring tasks are completed with a focus on excellence and innovation. 2. Communicate effectively, both verbally and in writing, to provide professional advice and maintain high customer service standards. 3. Ensure financial accounts are completed to the highest standard, adhering to deadlines and regulatory requirements. 4. Collaborate with senior team members to meet client deliverables within agreed timelines and budgets. 5. Contribute to team activities and process improvements to enhance business efficiency. 6. Engage in ongoing learning and professional development to maintain technical expertise. 7. Prepare year-end accounts for sole traders, partnerships, and limited companies. 8. Assist with corporation tax and VAT return preparation. 9. Conduct tax computations as part of financial account preparation. 10. Support audit planning and execution, including fieldwork and assisting senior auditors. 11. Provide mentorship and training to junior team members to foster professional growth. Key Requirements 1. Previous experience in accountancy practice, particularly in accounts preparation. Additional Requirements 1. Strong interpersonal and communication skills, with the ability to maintain relationships with clients and colleagues. 2. Proficiency in Microsoft Office applications, particularly Excel. 3. Excellent organisational skills, with the ability to manage multiple tasks and meet deadlines. 4. Strong attention to detail and a commitment to accuracy. 5. Ability to work independently and collaboratively in a team. 6. A dependable and self-motivated approach, able to manage tasks with minimal supervision. 7. Adherence to professional ethical standards and confidentiality. Model Office-Based Salary Competitive Benefits 1. Pension Scheme 2. 25 days of annual leave + bank holidays 3. Additional annual leave days for senior staff 4. Option to purchase extra leave up to 30 days per annum 5. Business closure over Christmas (subject to business needs) 6. Life Assurance (4x annual salary) 7. Enhanced family leave policies 8. Enhanced Company Sick Pay 9. Employee Assistance Programme (24/7 support) 10. Corporate Discounts Platform Flexible Benefits Platform (eligibility based on seniority) 1. Private Medical Insurance (PMI) - single or family 2. Critical Illness Cover 3. Cash plan 4. Cycle-to-work scheme 5. Eye care and dental coverage #
We are looking for a bright and enthusiastic Manager to work within our Tax Advisory Team and become part of the team. The successful candidate will play a critical role in providing bespoke tax advisory services to high-net-worth and Ultra-high-net worth individuals, entrepreneurs, family offices, and trusts. You will be responsible for managing a portfolio of clients, delivering excellent tax advice, and supporting the firm's business development initiatives. This successful candidate will possess strong tax technical expertise (including advising international/non-dom clients), leadership abilities, and the ability to foster client relationships. The Tax Advisory Team advises individuals and their associated entities. The team provides UK tax advisory services to both UK based wealthy families, as well as those with international affairs, and includes advising on all aspects of their personal tax affairs as well as the tax position for their trust and corporate structures. The individual will have an opportunity to craft their own specialism following a more international or domestic private client portfolio to assist with a wide range of technical matters. The overall aim of the role is to provide outstanding client service in a professional and efficient manner, tailored to give the client the benefit of exceptional advice and maximum added value. The responsibilities As a Partner led firm, you would be required to support the Engagement Partner through the client's objectives and deliver on technical demands (with the support of a well-established team framework) to deliver excellent tax advice and service to the client. Leading on client engagements and liaising with specialist teams (ie corporate tax/accounts/audit/payroll) to ensure timely delivery of work and dealing with ad hoc queries. Ensuring deliverables are prepared within the set time frame. Provide advisory services on tax-efficient wealth structuring, trusts, estate planning, and succession planning. Mentor junior team members, imparting technical guidance and feeding back on performance. Providing excellent client management skills including budgeting, invoicing clients and dealing with ad hoc queries. Pursue opportunities to grow the private client practice through referrals, networking, and contributing to pitches. You The successful applicant will be enthusiastic and technically capable, with excellent interpersonal and organisational skills. The position will require a high level of teamwork and commitment, with the ability to manage deadlines and run multiple projects concurrently. Candidates should be self-motivated, display a positive approach and can get things done. In addition, they should possess the confidence and professionalism to establish credibility at all levels, be commercially minded and have a clear perception of client requirements. Technical skills are important and the successful candidate will have a proven track record of leading engagements with HNWI/UHNWI families. This position also requires a team-orientated and flexible personality, alongside the experience of organising the delivery of tax work, problem solving and the ability to use their own initiative. The successful candidate will possess a wide range of financial and tax advisory experience, including involvement in all aspects of personal tax compliance and advisory services. The candidate will need to have experience in managing a demanding portfolio. Candidates must be professionally qualified (CTA, ATT, ACA/ACCA, STEP or equivalent) with relevant experience. The firm will provide training and support to help develop the successful candidate's specialist knowledge and capabilities. For the right individual, there is scope to progress quickly within the team. Reward and benefits Hybrid working policy with the flexibility to work from home for up to three days per week. Excellent benefits including; contributory pension scheme, 25 days annual leave, Life Assurance cover and great flexible benefits and family friendly policies. Eligibility for the firm's Profit-Sharing Plan. Paid in December. Eligibility for the discretionary bonus scheme. About us Saffery LLP is an adviser to individuals and businesses across a range of sectors, providing market-leading accountancy, audit, business advisory, tax and VAT services. Founded in 1855, we are the UK's 15th largest accountancy firm. When you work with us at Saffery, you work with people who know your name, not just a job title. We're a place shaped by friendly, intelligent people who are individually excellent and collectively exceptional. We're committed to our clients, but also to our greatest asset - our people. As a proud member of Nexia, a leading, international network of independent accounting and consulting firms, we've got access to local insight on a global scale. Equality, Diversity & Inclusion Equality, diversity and inclusion is a top priority for us. With our ED&I strategy, Everyone Belongs, we are building on our positive work culture and implementing initiatives to improve diversity and strengthen our equitable culture of inclusion, led from the top. We hope you will apply to us, whatever your background, ethnicity, gender, age, sexuality, disability or neurodivergence, because individual differences equal collective strength. Built on values of excellence, integrity, enthusiasm and collegiality, Saffery is where Potential meets Personal.
Jun 04, 2025
Full time
We are looking for a bright and enthusiastic Manager to work within our Tax Advisory Team and become part of the team. The successful candidate will play a critical role in providing bespoke tax advisory services to high-net-worth and Ultra-high-net worth individuals, entrepreneurs, family offices, and trusts. You will be responsible for managing a portfolio of clients, delivering excellent tax advice, and supporting the firm's business development initiatives. This successful candidate will possess strong tax technical expertise (including advising international/non-dom clients), leadership abilities, and the ability to foster client relationships. The Tax Advisory Team advises individuals and their associated entities. The team provides UK tax advisory services to both UK based wealthy families, as well as those with international affairs, and includes advising on all aspects of their personal tax affairs as well as the tax position for their trust and corporate structures. The individual will have an opportunity to craft their own specialism following a more international or domestic private client portfolio to assist with a wide range of technical matters. The overall aim of the role is to provide outstanding client service in a professional and efficient manner, tailored to give the client the benefit of exceptional advice and maximum added value. The responsibilities As a Partner led firm, you would be required to support the Engagement Partner through the client's objectives and deliver on technical demands (with the support of a well-established team framework) to deliver excellent tax advice and service to the client. Leading on client engagements and liaising with specialist teams (ie corporate tax/accounts/audit/payroll) to ensure timely delivery of work and dealing with ad hoc queries. Ensuring deliverables are prepared within the set time frame. Provide advisory services on tax-efficient wealth structuring, trusts, estate planning, and succession planning. Mentor junior team members, imparting technical guidance and feeding back on performance. Providing excellent client management skills including budgeting, invoicing clients and dealing with ad hoc queries. Pursue opportunities to grow the private client practice through referrals, networking, and contributing to pitches. You The successful applicant will be enthusiastic and technically capable, with excellent interpersonal and organisational skills. The position will require a high level of teamwork and commitment, with the ability to manage deadlines and run multiple projects concurrently. Candidates should be self-motivated, display a positive approach and can get things done. In addition, they should possess the confidence and professionalism to establish credibility at all levels, be commercially minded and have a clear perception of client requirements. Technical skills are important and the successful candidate will have a proven track record of leading engagements with HNWI/UHNWI families. This position also requires a team-orientated and flexible personality, alongside the experience of organising the delivery of tax work, problem solving and the ability to use their own initiative. The successful candidate will possess a wide range of financial and tax advisory experience, including involvement in all aspects of personal tax compliance and advisory services. The candidate will need to have experience in managing a demanding portfolio. Candidates must be professionally qualified (CTA, ATT, ACA/ACCA, STEP or equivalent) with relevant experience. The firm will provide training and support to help develop the successful candidate's specialist knowledge and capabilities. For the right individual, there is scope to progress quickly within the team. Reward and benefits Hybrid working policy with the flexibility to work from home for up to three days per week. Excellent benefits including; contributory pension scheme, 25 days annual leave, Life Assurance cover and great flexible benefits and family friendly policies. Eligibility for the firm's Profit-Sharing Plan. Paid in December. Eligibility for the discretionary bonus scheme. About us Saffery LLP is an adviser to individuals and businesses across a range of sectors, providing market-leading accountancy, audit, business advisory, tax and VAT services. Founded in 1855, we are the UK's 15th largest accountancy firm. When you work with us at Saffery, you work with people who know your name, not just a job title. We're a place shaped by friendly, intelligent people who are individually excellent and collectively exceptional. We're committed to our clients, but also to our greatest asset - our people. As a proud member of Nexia, a leading, international network of independent accounting and consulting firms, we've got access to local insight on a global scale. Equality, Diversity & Inclusion Equality, diversity and inclusion is a top priority for us. With our ED&I strategy, Everyone Belongs, we are building on our positive work culture and implementing initiatives to improve diversity and strengthen our equitable culture of inclusion, led from the top. We hope you will apply to us, whatever your background, ethnicity, gender, age, sexuality, disability or neurodivergence, because individual differences equal collective strength. Built on values of excellence, integrity, enthusiasm and collegiality, Saffery is where Potential meets Personal.
