Deputy Head of FP&A Reference number: JR248287 Location: Hybrid working - home and our office near London Bridge Working pattern: Full Time, 37.5 hours per week Contract Type: Permanent Number of roles: 1 Grade : London Lower 7 Salary: £84,000 - £94,000 We are looking for a Deputy Head of FP&A to join our team. Role summary As Deputy Head of FP&A, you will act as a trusted, autonomous leader within the Finance function, reporting directly into the Group Head of FP&A and Business Partnering. As the Deputy Head of FP&A, you will: Coordinate the annual budgeting process, quarterly re-forecasts and rolling three-year planning cycle. Develop, maintain and standardise driver-based financial models and forecasting templates. Facilitate the migration of Excel-based reports onto OneStream and PowerBI. Act as a senior finance business partner, working with commercial directors to validate assumptions and model inputs. Your independent stewardship of FP&A processes will enable the Group Head of FP&A and Business Partnering to focus on high-level strategy and executive engagement across the Group, confident that the financial underpinnings are rigorously managed and continuously improved. This is an excellent opportunity for someone who may be currently managing an FP&A function or serving as an FP&A Manager with full ownership of budgeting, forecasting and reporting cycles, who is looking to expand their skills and build their career with an industry leader. A detailed job description can be viewed here . If the link does not work for you, please copy and paste the following URL into your web browser: What you'll bring to the role Qualified accountant with at least three years of post-qualification experience. 3-5 years' hands-on FP&A experience, demonstrating end-to-end ownership of budget, forecast and management reporting processes. Advanced Excel proficiency (Power Query/Power Pivot, dynamic arrays) and a proven track record of automating models and templates. Strong financial modelling skills (ie scenario planning, automated P&L/BS/cash-flow forecasts, revenue schedules, profitability by product or client). Experience coordinating month-end and quarter-end reporting cycles, with the ability to draft concise variance commentary for senior stakeholders. Excellent communication skills-able to translate complex numbers into clear, actionable insights for non-finance partners. Prior exposure to process improvement and end-to-end automation. A keen interest in financial technology and innovative modelling techniques (e.g., AI applications). Experience building reports or layouts in OneStream or other integrated FP&A systems (Anaplan, Hyperion, Smartview) and extracting data into Excel. What we do Kaplan Professional is a leading provider of apprenticeships, accountancy / tax / finance & banking courses, and professional assessments. For almost 80 years, we've helped shape the development and careers of finance professionals. We are part of the Kaplan group, one of the world's largest and most diverse education and assessment providers. We operate in over 30 countries and maintain relationships and partnerships with more than 1,000 school districts, colleges and universities, professional bodies and over 10,000 businesses. Our vast breadth and scope in terms of both capabilities and assets sets us apart. What we believe in Our goal is for Kaplan to be a great place to work where everybody can succeed, so we truly live and breathe our values: act with integrity, grow knowledge, empower & support, create opportunity, drive results together. Kaplan is a global organisation whose mission is rooted in providing equal access to education and opportunities for advancement to people of all backgrounds. We believe diversity, equity and inclusion - of culture, experiences, perspectives - are paramount to creating success and opportunity in an ever-changing world. As an educator, partner and employer, Kaplan is committed to promoting an equitable world in which diverse talent can develop, advance and thrive. To view our candidate privacy notice click here . Our Values We live, breathe and celebrate our values - they drive what we believe in, how we behave and guide us in creating a culture of success. • Act with integrity • Empower and support • Create opportunity • Grow knowledge • Drive results together What we offer As well as a competitive salary, transparent pay structures, hybrid/home working where possible, and paths for career progression, we offer a comprehensive benefits package that includes: • 28 days annual leave + option to purchase more • Season ticket loan and cycle to work scheme • Big discounts on Kaplan courses for you and your family • Private medical, income protection, and life insurance • 24/7 confidential helpline providing counselling and other support services • Company pension contributions • Maternity, Adoption, Shared Parental and Paternity/Partner pay which is well above statutory levels How to apply To apply for this role please submit a CV along with a Cover Letter detailing how you meet the requirements of the role no later than 11pm on Tuesday 8th July 2025. Note, we recommend that you apply at the earliest as we reserve the right to close the role before the closing date if we have gathered a suitable shortlist. Additional Application Information Recruitment checks are undertaken in accordance with our background checking policy. Successful applicants will be required to undertake a Basic Disclosure via the Disclosure and Barring Service (DBS). Our Suitability of Ex-offenders Policy is available on the careers page of our website . Application Support If you require support completing your application or wish to talk to someone about the role before applying please email the Recruitment Team . Disability Confident Scheme As a Disability Confident employer, we are committed to interviewing applicants with disabilities who meet the minimum criteria for the role as per the job description and any screening or testing stages. Details of how to request your application be considered under the Disability Confident scheme will be shared with all applicants upon submission of an application. Furthermore, all applicants invited to attend interview will be given information on how to request reasonable adjustments to attend.
Jun 28, 2025
Full time
Deputy Head of FP&A Reference number: JR248287 Location: Hybrid working - home and our office near London Bridge Working pattern: Full Time, 37.5 hours per week Contract Type: Permanent Number of roles: 1 Grade : London Lower 7 Salary: £84,000 - £94,000 We are looking for a Deputy Head of FP&A to join our team. Role summary As Deputy Head of FP&A, you will act as a trusted, autonomous leader within the Finance function, reporting directly into the Group Head of FP&A and Business Partnering. As the Deputy Head of FP&A, you will: Coordinate the annual budgeting process, quarterly re-forecasts and rolling three-year planning cycle. Develop, maintain and standardise driver-based financial models and forecasting templates. Facilitate the migration of Excel-based reports onto OneStream and PowerBI. Act as a senior finance business partner, working with commercial directors to validate assumptions and model inputs. Your independent stewardship of FP&A processes will enable the Group Head of FP&A and Business Partnering to focus on high-level strategy and executive engagement across the Group, confident that the financial underpinnings are rigorously managed and continuously improved. This is an excellent opportunity for someone who may be currently managing an FP&A function or serving as an FP&A Manager with full ownership of budgeting, forecasting and reporting cycles, who is looking to expand their skills and build their career with an industry leader. A detailed job description can be viewed here . If the link does not work for you, please copy and paste the following URL into your web browser: What you'll bring to the role Qualified accountant with at least three years of post-qualification experience. 3-5 years' hands-on FP&A experience, demonstrating end-to-end ownership of budget, forecast and management reporting processes. Advanced Excel proficiency (Power Query/Power Pivot, dynamic arrays) and a proven track record of automating models and templates. Strong financial modelling skills (ie scenario planning, automated P&L/BS/cash-flow forecasts, revenue schedules, profitability by product or client). Experience coordinating month-end and quarter-end reporting cycles, with the ability to draft concise variance commentary for senior stakeholders. Excellent communication skills-able to translate complex numbers into clear, actionable insights for non-finance partners. Prior exposure to process improvement and end-to-end automation. A keen interest in financial technology and innovative modelling techniques (e.g., AI applications). Experience building reports or layouts in OneStream or other integrated FP&A systems (Anaplan, Hyperion, Smartview) and extracting data into Excel. What we do Kaplan Professional is a leading provider of apprenticeships, accountancy / tax / finance & banking courses, and professional assessments. For almost 80 years, we've helped shape the development and careers of finance professionals. We are part of the Kaplan group, one of the world's largest and most diverse education and assessment providers. We operate in over 30 countries and maintain relationships and partnerships with more than 1,000 school districts, colleges and universities, professional bodies and over 10,000 businesses. Our vast breadth and scope in terms of both capabilities and assets sets us apart. What we believe in Our goal is for Kaplan to be a great place to work where everybody can succeed, so we truly live and breathe our values: act with integrity, grow knowledge, empower & support, create opportunity, drive results together. Kaplan is a global organisation whose mission is rooted in providing equal access to education and opportunities for advancement to people of all backgrounds. We believe diversity, equity and inclusion - of culture, experiences, perspectives - are paramount to creating success and opportunity in an ever-changing world. As an educator, partner and employer, Kaplan is committed to promoting an equitable world in which diverse talent can develop, advance and thrive. To view our candidate privacy notice click here . Our Values We live, breathe and celebrate our values - they drive what we believe in, how we behave and guide us in creating a culture of success. • Act with integrity • Empower and support • Create opportunity • Grow knowledge • Drive results together What we offer As well as a competitive salary, transparent pay structures, hybrid/home working where possible, and paths for career progression, we offer a comprehensive benefits package that includes: • 28 days annual leave + option to purchase more • Season ticket loan and cycle to work scheme • Big discounts on Kaplan courses for you and your family • Private medical, income protection, and life insurance • 24/7 confidential helpline providing counselling and other support services • Company pension contributions • Maternity, Adoption, Shared Parental and Paternity/Partner pay which is well above statutory levels How to apply To apply for this role please submit a CV along with a Cover Letter detailing how you meet the requirements of the role no later than 11pm on Tuesday 8th July 2025. Note, we recommend that you apply at the earliest as we reserve the right to close the role before the closing date if we have gathered a suitable shortlist. Additional Application Information Recruitment checks are undertaken in accordance with our background checking policy. Successful applicants will be required to undertake a Basic Disclosure via the Disclosure and Barring Service (DBS). Our Suitability of Ex-offenders Policy is available on the careers page of our website . Application Support If you require support completing your application or wish to talk to someone about the role before applying please email the Recruitment Team . Disability Confident Scheme As a Disability Confident employer, we are committed to interviewing applicants with disabilities who meet the minimum criteria for the role as per the job description and any screening or testing stages. Details of how to request your application be considered under the Disability Confident scheme will be shared with all applicants upon submission of an application. Furthermore, all applicants invited to attend interview will be given information on how to request reasonable adjustments to attend.
Rutherford Briant are recruiting for a Tax Director for a leading regional firm of Accountants in Essex. This regional firm based across East Anglia, are hiring for a Private Client Tax Director, and they are open to a hire of someone taking a sideways step in order to get the ability to progress to Partner, or as a potential first step at Director grade. The hire is a newly created position with the view of expanding this firms private client offering. The Private Client Tax service line is incredibly well regarded for the firm, and lots of their clients use multiple areas of the business, which should allow for a great opportunity to build your internal and external network which is vital to making that Partner step. Responsibilities: As a Private Client Tax Director, you will • Manage a portfolio of Private Client Tax clients, across the HNWIs, OMB and Trusts space within the UK • Own the budgeting and planning for the clients in your portfolio • Provide technical guidance to the members of the team, being a clear mentor to the team • Assist the current Partners with the service line strategic planning and decisions • Work with the business, and Partners to identify opportunities for service line development, and attend new business meetings Requirements: As a Private Client Tax Director, you will need • CTA Qualification • Strong knowledge of technical areas of UK Personal taxes • Experience working with, and advising, HNWI and UNHWI clients • Ability to train and develop junior members of the team • Networking skills and an ability to convert leads If you are an experience professional within the Private Client Tax space, and looking for a role at Director grade, with a clear route to Partner - apply now, or get in touch to find out more information! Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics. Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics.
Jun 28, 2025
Full time
Rutherford Briant are recruiting for a Tax Director for a leading regional firm of Accountants in Essex. This regional firm based across East Anglia, are hiring for a Private Client Tax Director, and they are open to a hire of someone taking a sideways step in order to get the ability to progress to Partner, or as a potential first step at Director grade. The hire is a newly created position with the view of expanding this firms private client offering. The Private Client Tax service line is incredibly well regarded for the firm, and lots of their clients use multiple areas of the business, which should allow for a great opportunity to build your internal and external network which is vital to making that Partner step. Responsibilities: As a Private Client Tax Director, you will • Manage a portfolio of Private Client Tax clients, across the HNWIs, OMB and Trusts space within the UK • Own the budgeting and planning for the clients in your portfolio • Provide technical guidance to the members of the team, being a clear mentor to the team • Assist the current Partners with the service line strategic planning and decisions • Work with the business, and Partners to identify opportunities for service line development, and attend new business meetings Requirements: As a Private Client Tax Director, you will need • CTA Qualification • Strong knowledge of technical areas of UK Personal taxes • Experience working with, and advising, HNWI and UNHWI clients • Ability to train and develop junior members of the team • Networking skills and an ability to convert leads If you are an experience professional within the Private Client Tax space, and looking for a role at Director grade, with a clear route to Partner - apply now, or get in touch to find out more information! Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics. Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics.
Job Description Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. We'll broaden your horizons Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We'll help you succeed Our clients trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with clients and building long-lasting relationships. You'll be someone who can work pro-actively, managing your own tasks, but you'll also be confident collaborating with others, communicating regularly with senior managers, Directors, and BDO's Partners to enable us to serve our clients effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to our clients. Role Overview This role within the Private Client Services team will provide full UK tax compliance and advisory services to a wide range of regional, London and internationally based clients. An Assistant Manager is required to lead/support the continued expansion of the Private Client Services team generally with a focus on advisory work for HNWIs and families, entrepreneurs, OMBs, private equity, trusts, with a varied asset base. The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients - this portfolio will be split between advisory and tax compliance initially, but with a move to more advisory work in the longer term. You will also provide assistance to Partners/Directors and the wider manager team in both client work and in the management of the team and will be involved in special assignments on an ad hoc basis. Part of the role requires the individual to actively seek and be involved in business development and proposals working with Partner/Director and the manager team on opportunities arising from existing and new clients. There will also be opportunities to work with other BDO tax specialists nationally and internationally. Responsibilities To act as a key point of contact within the firm for the client, together with the Partner. This will involve responding quickly to, as well as anticipating, client requests/needs, keeping clients informed of progress in relation to all aspects of the service provided, and maintaining regular contact with clients; There will be an expectation that you will take full responsibility for project delivery on their portfolio Have a strong understanding of the technical complexities that our clients face and be able to provide clear, concise and practical advice Manage a varied portfolio of clients commercially including control of billings and cash collection within the firms criteria Review of work prepared by more junior members of staff Liaise with HMRC To ensure assignments are completed within agreed budgets and keep client/Partner/Director/Manager informed of overruns and plan staff assignments in order to give an appropriate spread of experience Ensure that the firm's quality control procedures are adhered to at all times Identify risk and technical matters, as well as selling opportunities, to the Partner/Director/Manager group, whilst exercising judgement within agreed parameters. Management: Must provide overall support to Partners/Directors and Managers on client matters and assist in the management of the group, this will include support at times for the recruitment and management of staff Will assist the management team within the business group, to provide support to the rest of the Tax team Actively participate team meetings. Training must be provided to more junior staff both on the job and through monitoring exam and on the job performance, whilst consistently providing feedback Counsel, appraise, develop and motivate staff as appropriate Sales and Marketing: Must be able to recognise business development opportunities and inform and work with the Partners/Directors/Managers and the client to develop these when they arise Participate in bids/proposals for new work and business development with intermediaries Communication and representation: Develop contact with clients at senior level and maintain contact with other levels as appropriate to ensure the firm has the confidence of the client Act as a liaison between the client and other specialist service groups within BDO Contribute presenting on internal courses and meetings To work on own initiative Consult with colleagues and Partners/Directors/Managers on technical and risk matters. Requirements Educated to degree level, and/or CTA and/or ACA qualified or equivalent Demonstrable post qualified experience Strong technical ability in the field of private client. Guide and supervise less experienced colleagues. Support, train, mentor and advise others in own area. Challenge current practice - driving improvements and championing change. Take personal responsibility for own decisions and actions and those of others. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jun 28, 2025
Full time
Job Description Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. We'll broaden your horizons Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We'll help you succeed Our clients trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with clients and building long-lasting relationships. You'll be someone who can work pro-actively, managing your own tasks, but you'll also be confident collaborating with others, communicating regularly with senior managers, Directors, and BDO's Partners to enable us to serve our clients effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to our clients. Role Overview This role within the Private Client Services team will provide full UK tax compliance and advisory services to a wide range of regional, London and internationally based clients. An Assistant Manager is required to lead/support the continued expansion of the Private Client Services team generally with a focus on advisory work for HNWIs and families, entrepreneurs, OMBs, private equity, trusts, with a varied asset base. The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients - this portfolio will be split between advisory and tax compliance initially, but with a move to more advisory work in the longer term. You will also provide assistance to Partners/Directors and the wider manager team in both client work and in the management of the team and will be involved in special assignments on an ad hoc basis. Part of the role requires the individual to actively seek and be involved in business development and proposals working with Partner/Director and the manager team on opportunities arising from existing and new clients. There will also be opportunities to work with other BDO tax specialists nationally and internationally. Responsibilities To act as a key point of contact within the firm for the client, together with the Partner. This will involve responding quickly to, as well as anticipating, client requests/needs, keeping clients informed of progress in relation to all aspects of the service provided, and maintaining regular contact with clients; There will be an expectation that you will take full responsibility for project delivery on their portfolio Have a strong understanding of the technical complexities that our clients face and be able to provide clear, concise and practical advice Manage a varied portfolio of clients commercially including control of billings and cash collection within the firms criteria Review of work prepared by more junior members of staff Liaise with HMRC To ensure assignments are completed within agreed budgets and keep client/Partner/Director/Manager informed of overruns and plan staff assignments in order to give an appropriate spread of experience Ensure that the firm's quality control procedures are adhered to at all times Identify risk and technical matters, as well as selling opportunities, to the Partner/Director/Manager group, whilst exercising judgement within agreed parameters. Management: Must provide overall support to Partners/Directors and Managers on client matters and assist in the management of the group, this will include support at times for the recruitment and management of staff Will assist the management team within the business group, to provide support to the rest of the Tax team Actively participate team meetings. Training must be provided to more junior staff both on the job and through monitoring exam and on the job performance, whilst consistently providing feedback Counsel, appraise, develop and motivate staff as appropriate Sales and Marketing: Must be able to recognise business development opportunities and inform and work with the Partners/Directors/Managers and the client to develop these when they arise Participate in bids/proposals for new work and business development with intermediaries Communication and representation: Develop contact with clients at senior level and maintain contact with other levels as appropriate to ensure the firm has the confidence of the client Act as a liaison between the client and other specialist service groups within BDO Contribute presenting on internal courses and meetings To work on own initiative Consult with colleagues and Partners/Directors/Managers on technical and risk matters. Requirements Educated to degree level, and/or CTA and/or ACA qualified or equivalent Demonstrable post qualified experience Strong technical ability in the field of private client. Guide and supervise less experienced colleagues. Support, train, mentor and advise others in own area. Challenge current practice - driving improvements and championing change. Take personal responsibility for own decisions and actions and those of others. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
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 As a Senior Compensation Analyst, you will play a pivotal role in supporting the Compensation Director in managing and delivering compensation activities within the UK and EMEA broking division, as well as global projects. This role requires a strategic thinker who can navigate complex compensation structures and provide insightful analysis to drive decision-making. You will be responsible for ensuring that our compensation programmes are competitive, compliant, and aligned with Gallagher's business objectives. Your expertise will be crucial in shaping compensation strategies that attract, retain, and motivate top talent across the organisation. You will collaborate closely with internal stakeholders, including HR, Finance, Risk, Legal, and divisional business leadership teams up to the C-suite, to ensure seamless integration and execution of compensation initiatives. Additionally, you will have the opportunity to lead and contribute to various reward projects, enhancing your professional growth and impact within the company. How you'll make an impact Annual Pay Review Cycle: Contribute to the end-to-end delivery of the annual pay review process, including project management, stakeholder engagement, data preparation, process governance, colleague communication, and post-process review. UK RemCo Support: Assist in preparing proposals and papers for the Remuneration Committee, including recommendation formulation, analysis, market research, and interaction with external advisors. Incentives and Bonus Management: Oversee incentive & bonus plans across the global population, ensuring regulatory compliance and governance controls. Salary and Allowances Oversight: Ensure effective governance and controls for salary and allowance-based pay activities, adhering to global statutory requirements. LTIP and Equity Plans Management: Handle annual long-term incentive, deferred compensation, and share-based plans, including communication, vesting, and participant training. Benchmarking: Oversee annual pay survey submissions and support ad-hoc benchmarking requirements, ensuring managers have effective pay survey data and insights. Pay Reporting: Manage UK mandatory gender pay reporting and develop other reporting areas, including ethnicity and EU pay directive requirements. Merger and Acquisition Activity: Drive compensation-related processes for corporate acquisitions, including due diligence and integration of acquired populations. Data Analysis and Presentation: Analyse business data to understand impacts on compensation programmes and present reviews and recommendations to management. Training and Programme Rollouts: Develop and distribute training materials for compensation programme rollouts. Reward Projects: Lead or contribute to UK/EMEA/Global projects as required. About You Senior Reward professional with a proven record in managing compensation activity within an international financial services organisation. University graduate with a strong academic background; CIPD qualification preferred. Advanced proficiency in Microsoft Excel and experience with HR systems, including Oracle. Desirable knowledge and experience in international reward management, RemCo process support, bonus and incentive scheme management, financial services pay regulation compliance, merger and acquisition reward processes, pay and tax legislation, benchmarking, and pay equity analysis. Strong relationship-building skills and impeccable attention to detail. Ability to manage workloads and meet deadlines. Comfort in presenting to senior leadership. Flexibility in supporting ad-hoc requests. Capability to work independently and collaboratively. Must have right 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 28, 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 As a Senior Compensation Analyst, you will play a pivotal role in supporting the Compensation Director in managing and delivering compensation activities within the UK and EMEA broking division, as well as global projects. This role requires a strategic thinker who can navigate complex compensation structures and provide insightful analysis to drive decision-making. You will be responsible for ensuring that our compensation programmes are competitive, compliant, and aligned with Gallagher's business objectives. Your expertise will be crucial in shaping compensation strategies that attract, retain, and motivate top talent across the organisation. You will collaborate closely with internal stakeholders, including HR, Finance, Risk, Legal, and divisional business leadership teams up to the C-suite, to ensure seamless integration and execution of compensation initiatives. Additionally, you will have the opportunity to lead and contribute to various reward projects, enhancing your professional growth and impact within the company. How you'll make an impact Annual Pay Review Cycle: Contribute to the end-to-end delivery of the annual pay review process, including project management, stakeholder engagement, data preparation, process governance, colleague communication, and post-process review. UK RemCo Support: Assist in preparing proposals and papers for the Remuneration Committee, including recommendation formulation, analysis, market research, and interaction with external advisors. Incentives and Bonus Management: Oversee incentive & bonus plans across the global population, ensuring regulatory compliance and governance controls. Salary and Allowances Oversight: Ensure effective governance and controls for salary and allowance-based pay activities, adhering to global statutory requirements. LTIP and Equity Plans Management: Handle annual long-term incentive, deferred compensation, and share-based plans, including communication, vesting, and participant training. Benchmarking: Oversee annual pay survey submissions and support ad-hoc benchmarking requirements, ensuring managers have effective pay survey data and insights. Pay Reporting: Manage UK mandatory gender pay reporting and develop other reporting areas, including ethnicity and EU pay directive requirements. Merger and Acquisition Activity: Drive compensation-related processes for corporate acquisitions, including due diligence and integration of acquired populations. Data Analysis and Presentation: Analyse business data to understand impacts on compensation programmes and present reviews and recommendations to management. Training and Programme Rollouts: Develop and distribute training materials for compensation programme rollouts. Reward Projects: Lead or contribute to UK/EMEA/Global projects as required. About You Senior Reward professional with a proven record in managing compensation activity within an international financial services organisation. University graduate with a strong academic background; CIPD qualification preferred. Advanced proficiency in Microsoft Excel and experience with HR systems, including Oracle. Desirable knowledge and experience in international reward management, RemCo process support, bonus and incentive scheme management, financial services pay regulation compliance, merger and acquisition reward processes, pay and tax legislation, benchmarking, and pay equity analysis. Strong relationship-building skills and impeccable attention to detail. Ability to manage workloads and meet deadlines. Comfort in presenting to senior leadership. Flexibility in supporting ad-hoc requests. Capability to work independently and collaboratively. Must have right 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.
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Working, achieving, and thriving together, our Tax team move with every challenge. Friendly, driven and diverse, they service our clients across the country and around the world. By providing expertise in many different specialist areas of tax, they collaborate across BDO to deliver wider business solutions. From meeting clients' evolving business needs to managing changes to legislation, there are always fresh challenges to face in the Tax team. If you're after a career that will keep you on your toes, we'll give you the autonomy to drive your career forward. Tax is a dynamic, ever-changing industry. As our clients' needs and the regulatory environment evolve, you'll encounter new problems to solve and new opportunities for growth. Whether it's advising clients on high-profile specialisms like Corporation Tax or leading the implementation of intelligent technology solutions, you'll enjoy variety as well as stretch in your role. BDO supports all kinds of different businesses in different sectors across the UK and around the world. You'll be providing Tax Advisory services to start-ups and scale-ups, to private businesses and FTSE listed multinationals. Each of our clients has different needs and in applying your expertise in different contexts, you'll develop your skills and gain valuable experience that will serve you throughout your career. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. Responsibilities: Manage a portfolio of clients including control of billings and cash collection within the firms' criteria Advise on a range of tax matters, succession planning and restructuring projects, as well as review complex UK tax computations and returns To ensure assignments are completed within agreed budgets and keep client/Partner informed of overruns and plan staff assignments in order to give an appropriate spread of experience Ensure that the firm's quality control procedures are adhered to Identify risk and technical matters, as well as selling opportunities, to the Partner, whilst exercising judgement within agreed parameters. Must provide overall support to Partners on client matters and assist Partners in the management of the group, this will include support at times for the recruitment and management of staff Must be able to recognise business development opportunities and inform and work with the Partner and the client to develop these when they arise Develop contact with clients at senior level and maintain contact with other levels as appropriate to ensure the firm has the confidence of the client We're looking for someone with: Strong understanding of the technical complexities that our clients face and be able to provide clear, concise and practical advice Strong technical ability in the field of private client, in particular advising non-UK domiciled individuals and their personal/family structures on their global tax position Keen to develop specialist knowledge in the taxation of private equity executives as well as a general ability and desire to deal with complex tax issues Ability to maintain an in depth, up to date, knowledge of taxation Project management experience Team management experience. Demonstrable experience of successfully managing a substantial client portfolio An inquisitive nature, able to identify opportunities to enhance our client offering Senior stakeholder management experience. CTA and/or ACA qualified or equivalent You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jun 28, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Working, achieving, and thriving together, our Tax team move with every challenge. Friendly, driven and diverse, they service our clients across the country and around the world. By providing expertise in many different specialist areas of tax, they collaborate across BDO to deliver wider business solutions. From meeting clients' evolving business needs to managing changes to legislation, there are always fresh challenges to face in the Tax team. If you're after a career that will keep you on your toes, we'll give you the autonomy to drive your career forward. Tax is a dynamic, ever-changing industry. As our clients' needs and the regulatory environment evolve, you'll encounter new problems to solve and new opportunities for growth. Whether it's advising clients on high-profile specialisms like Corporation Tax or leading the implementation of intelligent technology solutions, you'll enjoy variety as well as stretch in your role. BDO supports all kinds of different businesses in different sectors across the UK and around the world. You'll be providing Tax Advisory services to start-ups and scale-ups, to private businesses and FTSE listed multinationals. Each of our clients has different needs and in applying your expertise in different contexts, you'll develop your skills and gain valuable experience that will serve you throughout your career. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. Responsibilities: Manage a portfolio of clients including control of billings and cash collection within the firms' criteria Advise on a range of tax matters, succession planning and restructuring projects, as well as review complex UK tax computations and returns To ensure assignments are completed within agreed budgets and keep client/Partner informed of overruns and plan staff assignments in order to give an appropriate spread of experience Ensure that the firm's quality control procedures are adhered to Identify risk and technical matters, as well as selling opportunities, to the Partner, whilst exercising judgement within agreed parameters. Must provide overall support to Partners on client matters and assist Partners in the management of the group, this will include support at times for the recruitment and management of staff Must be able to recognise business development opportunities and inform and work with the Partner and the client to develop these when they arise Develop contact with clients at senior level and maintain contact with other levels as appropriate to ensure the firm has the confidence of the client We're looking for someone with: Strong understanding of the technical complexities that our clients face and be able to provide clear, concise and practical advice Strong technical ability in the field of private client, in particular advising non-UK domiciled individuals and their personal/family structures on their global tax position Keen to develop specialist knowledge in the taxation of private equity executives as well as a general ability and desire to deal with complex tax issues Ability to maintain an in depth, up to date, knowledge of taxation Project management experience Team management experience. Demonstrable experience of successfully managing a substantial client portfolio An inquisitive nature, able to identify opportunities to enhance our client offering Senior stakeholder management experience. CTA and/or ACA qualified or equivalent You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. We'll broaden your horizons Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We'll help you succeed Our clients trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with clients and building long-lasting relationships. You'll be someone who can work pro-actively, managing your own tasks, but you'll also be confident collaborating with others, communicating regularly with senior managers, Directors, and BDO's Partners to enable us to serve our clients effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to our clients. Role Overview This role within the Private Client Services Guildford team will provide full UK tax compliance and advisory services to a wide range of regional, London and internationally based clients. An Assistant Manager is required to lead/support the continued expansion of the Private Client Services team generally with a focus on advisory work for HNWIs and families, entrepreneurs, OMBs, private equity, trusts, with a varied asset base. The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients - this portfolio will be split between advisory and tax compliance initially, but with a move to more advisory work in the longer term. You will also provide assistance to Partners/Directors and the wider manager team in both client work and in the management of the team and will be involved in special assignments on an ad hoc basis. Part of the role requires the individual to actively seek and be involved in business development and proposals working with Partner/Director and the manager team on opportunities arising from existing and new clients. There will also be opportunities to work with other BDO tax specialists nationally and internationally. Responsibilities To act as a key point of contact within the firm for the client, together with the Partner. This will involve responding quickly to, as well as anticipating, client requests/needs, keeping clients informed of progress in relation to all aspects of the service provided, and maintaining regular contact with clients; There will be an expectation that you will take full responsibility for project delivery on their portfolio Have a strong understanding of the technical complexities that our clients face and be able to provide clear, concise and practical advice Manage a varied portfolio of clients commercially including control of billings and cash collection within the firms criteria Review of work prepared by more junior members of staff Liaise with HMRC To ensure assignments are completed within agreed budgets and keep client/Partner/Director/Manager informed of overruns and plan staff assignments in order to give an appropriate spread of experience Ensure that the firm's quality control procedures are adhered to at all times Identify risk and technical matters, as well as selling opportunities, to the Partner/Director/Manager group, whilst exercising judgement within agreed parameters. Requirements Educated to degree level, and/or CTA and/or ACA qualified or equivalent Demonstrable post qualified experience Strong technical ability in the field of private client. Guide and supervise less experienced colleagues. Support, train, mentor and advise others in own area. Challenge current practice - driving improvements and championing change. Take personal responsibility for own decisions and actions and those of others. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jun 28, 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. We'll broaden your horizons Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We'll help you succeed Our clients trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with clients and building long-lasting relationships. You'll be someone who can work pro-actively, managing your own tasks, but you'll also be confident collaborating with others, communicating regularly with senior managers, Directors, and BDO's Partners to enable us to serve our clients effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to our clients. Role Overview This role within the Private Client Services Guildford team will provide full UK tax compliance and advisory services to a wide range of regional, London and internationally based clients. An Assistant Manager is required to lead/support the continued expansion of the Private Client Services team generally with a focus on advisory work for HNWIs and families, entrepreneurs, OMBs, private equity, trusts, with a varied asset base. The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients - this portfolio will be split between advisory and tax compliance initially, but with a move to more advisory work in the longer term. You will also provide assistance to Partners/Directors and the wider manager team in both client work and in the management of the team and will be involved in special assignments on an ad hoc basis. Part of the role requires the individual to actively seek and be involved in business development and proposals working with Partner/Director and the manager team on opportunities arising from existing and new clients. There will also be opportunities to work with other BDO tax specialists nationally and internationally. Responsibilities To act as a key point of contact within the firm for the client, together with the Partner. This will involve responding quickly to, as well as anticipating, client requests/needs, keeping clients informed of progress in relation to all aspects of the service provided, and maintaining regular contact with clients; There will be an expectation that you will take full responsibility for project delivery on their portfolio Have a strong understanding of the technical complexities that our clients face and be able to provide clear, concise and practical advice Manage a varied portfolio of clients commercially including control of billings and cash collection within the firms criteria Review of work prepared by more junior members of staff Liaise with HMRC To ensure assignments are completed within agreed budgets and keep client/Partner/Director/Manager informed of overruns and plan staff assignments in order to give an appropriate spread of experience Ensure that the firm's quality control procedures are adhered to at all times Identify risk and technical matters, as well as selling opportunities, to the Partner/Director/Manager group, whilst exercising judgement within agreed parameters. Requirements Educated to degree level, and/or CTA and/or ACA qualified or equivalent Demonstrable post qualified experience Strong technical ability in the field of private client. Guide and supervise less experienced colleagues. Support, train, mentor and advise others in own area. Challenge current practice - driving improvements and championing change. Take personal responsibility for own decisions and actions and those of others. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
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 help you succeed. You will be joining a fast-growing Private Equity funds tax team, working with great clients and a market leading group of people from a diverse range of backgrounds. We are looking for someone who is willing to be a leader, and who is keen to learn and develop - the team will support you to help build your career, deliver great service to high quality clients, and win in the market. At BDO we are proud of our Workable hybrid working framework - we have core team days, and an expectation that team members will be at our Baker Street hub for at least 2 days a week, but otherwise you will have substantial freedom to plan your balance of time in the office and time at home. Responsibilities You will be responsible for dealing with all matters relating to the running of your portfolio of clients, supported by partners in the team and working with colleagues. Your portfolio will include asset managers, investment partnerships and fund management structures. You will: Help to drive the private equity strategy of BDO by building your profile in the market, overseeing top quality tax advice and compliance, getting to know your clients and their issues, and looking for opportunities. Run client relationships - acting as a key point of contact for clients, ensuring the team respond promptly to, as well as anticipate, client requests/needs, and maintaining regular contact with clients. Oversee a portfolio of clients, taking responsibility for delivery of tax compliance and advisory services supported by managers and the junior team. Deal with interesting and varied tax issues. Recognise and seek out business and sales opportunities and work with the Partners to develop these. Develop your own network of contacts internally and externally, supporting your own career development and the growth of our business. Actively participate in the management of the group. Be responsible for coaching and developing managers and more junior members of staff. Actively share knowledge and experiences with others in the firm. Requirements Qualified ACA/CTA (or equivalent) with demonstrable post-qualified experience. Ideally the candidate would have relevant experience in a partnership tax compliance and advisory role or a corporate and personal tax compliance and advisory role, with experience of dealing with private equity funds and management structures. Involvement in and ability to deal with interesting and challenging tax advisory projects. Alternatively, significant experience in private equity tax compliance or a combination of the two. Ability to manage a client portfolio. Experience of dealing with client senior management. Involvement in business development activities with new and/or existing clients. Self-motivated with excellent communication. Experience of supervising junior staff. A commitment to technical and personal development, with the drive and ambition to progress in a supportive environment and fulfil your full potential. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jun 28, 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 help you succeed. You will be joining a fast-growing Private Equity funds tax team, working with great clients and a market leading group of people from a diverse range of backgrounds. We are looking for someone who is willing to be a leader, and who is keen to learn and develop - the team will support you to help build your career, deliver great service to high quality clients, and win in the market. At BDO we are proud of our Workable hybrid working framework - we have core team days, and an expectation that team members will be at our Baker Street hub for at least 2 days a week, but otherwise you will have substantial freedom to plan your balance of time in the office and time at home. Responsibilities You will be responsible for dealing with all matters relating to the running of your portfolio of clients, supported by partners in the team and working with colleagues. Your portfolio will include asset managers, investment partnerships and fund management structures. You will: Help to drive the private equity strategy of BDO by building your profile in the market, overseeing top quality tax advice and compliance, getting to know your clients and their issues, and looking for opportunities. Run client relationships - acting as a key point of contact for clients, ensuring the team respond promptly to, as well as anticipate, client requests/needs, and maintaining regular contact with clients. Oversee a portfolio of clients, taking responsibility for delivery of tax compliance and advisory services supported by managers and the junior team. Deal with interesting and varied tax issues. Recognise and seek out business and sales opportunities and work with the Partners to develop these. Develop your own network of contacts internally and externally, supporting your own career development and the growth of our business. Actively participate in the management of the group. Be responsible for coaching and developing managers and more junior members of staff. Actively share knowledge and experiences with others in the firm. Requirements Qualified ACA/CTA (or equivalent) with demonstrable post-qualified experience. Ideally the candidate would have relevant experience in a partnership tax compliance and advisory role or a corporate and personal tax compliance and advisory role, with experience of dealing with private equity funds and management structures. Involvement in and ability to deal with interesting and challenging tax advisory projects. Alternatively, significant experience in private equity tax compliance or a combination of the two. Ability to manage a client portfolio. Experience of dealing with client senior management. Involvement in business development activities with new and/or existing clients. Self-motivated with excellent communication. Experience of supervising junior staff. A commitment to technical and personal development, with the drive and ambition to progress in a supportive environment and fulfil your full potential. 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.
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. We'll broaden your horizons Working hard and working together, our Tax team thrives on keeping busy. Friendly, driven and diverse, they service our clients across the country and around the world. By providing expertise in many different specialist areas of tax, they collaborate across BDO to deliver wider business solutions. From meeting clients' evolving business needs to managing changes to legislation, there are always fresh challenges to face in the Tax team. If you're after a career that will keep you on your toes, we'll give you the autonomy to drive your career forward. We'll help you succeed The Corporate and M&A team has over 20 individuals focussed on delivering high quality transaction tax services to private equity houses and acquisitive corporates across a range of sectors. The team has a focussed growth plan and your contribution will add to this. This role requires an experienced transaction tax operative who is comfortable leading a range of tax due diligence, both buy side and sell side, and tax structuring assignments. The role will require working closely with other members of the team including tax specialist colleagues in VAT, Employment Taxes etc and with colleagues in Transaction Services. The role requires technical excellence as well as the ability to think commercially and to communicate tax technical issues to various stakeholders. We are looking for someone with; Experience of leading a variety of tax due diligence and tax structuring projects, working closely with other specialists within the firm and the transaction support team. A background of client take on and engagement procedures and managing risks around projects. Strong client management experience; responding quickly to, as well as anticipating, client requests/needs, keeping clients informed of progress in relation to all aspects of the transaction service provided, and maintaining regular contact with clients and internal stakeholders. Input into legal documents and forecast models An in depth, up to date, knowledge of taxation with specialist knowledge and the ability to deal with complex tax issues arising on transactions Demonstrable relevant transactions experience Project and staff management experience Educated to degree level and/or CTA and/or ACA qualified or equivalent You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jun 28, 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. We'll broaden your horizons Working hard and working together, our Tax team thrives on keeping busy. Friendly, driven and diverse, they service our clients across the country and around the world. By providing expertise in many different specialist areas of tax, they collaborate across BDO to deliver wider business solutions. From meeting clients' evolving business needs to managing changes to legislation, there are always fresh challenges to face in the Tax team. If you're after a career that will keep you on your toes, we'll give you the autonomy to drive your career forward. We'll help you succeed The Corporate and M&A team has over 20 individuals focussed on delivering high quality transaction tax services to private equity houses and acquisitive corporates across a range of sectors. The team has a focussed growth plan and your contribution will add to this. This role requires an experienced transaction tax operative who is comfortable leading a range of tax due diligence, both buy side and sell side, and tax structuring assignments. The role will require working closely with other members of the team including tax specialist colleagues in VAT, Employment Taxes etc and with colleagues in Transaction Services. The role requires technical excellence as well as the ability to think commercially and to communicate tax technical issues to various stakeholders. We are looking for someone with; Experience of leading a variety of tax due diligence and tax structuring projects, working closely with other specialists within the firm and the transaction support team. A background of client take on and engagement procedures and managing risks around projects. Strong client management experience; responding quickly to, as well as anticipating, client requests/needs, keeping clients informed of progress in relation to all aspects of the transaction service provided, and maintaining regular contact with clients and internal stakeholders. Input into legal documents and forecast models An in depth, up to date, knowledge of taxation with specialist knowledge and the ability to deal with complex tax issues arising on transactions Demonstrable relevant transactions experience Project and staff management experience Educated to degree level and/or CTA and/or ACA qualified or equivalent You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Associate Tax Director - M&A - Manchester Location: Manchester Type: Permanent Tax Associate Director - Manchester M&A TAX Advisory Salary: £80,000 - £100,000 + Bonus + Benefits We are currently working with a Big 4 accountancy firm in Manchester, looking to expand their M&A team. You will join one of the UK's leading M&A teams, working with large infrastructure funds, Private Equity houses, multinational companies, and emerging capital providers. Your new role: Advising UK and international clients on transaction tax and broader commercial M&A issues, managing a portfolio of high-profile projects. Conducting due diligence related to mergers and acquisitions. What we are looking for: Experience with international clients. Prior M&A tax experience. Interested in learning more? Contact Sam Minor at or email . We are committed to promoting diversity and inclusion. We welcome applicants from all backgrounds and encourage you to let us know if there are any accommodations needed during the recruitment process.
Jun 27, 2025
Full time
Associate Tax Director - M&A - Manchester Location: Manchester Type: Permanent Tax Associate Director - Manchester M&A TAX Advisory Salary: £80,000 - £100,000 + Bonus + Benefits We are currently working with a Big 4 accountancy firm in Manchester, looking to expand their M&A team. You will join one of the UK's leading M&A teams, working with large infrastructure funds, Private Equity houses, multinational companies, and emerging capital providers. Your new role: Advising UK and international clients on transaction tax and broader commercial M&A issues, managing a portfolio of high-profile projects. Conducting due diligence related to mergers and acquisitions. What we are looking for: Experience with international clients. Prior M&A tax experience. Interested in learning more? Contact Sam Minor at or email . We are committed to promoting diversity and inclusion. We welcome applicants from all backgrounds and encourage you to let us know if there are any accommodations needed during the recruitment process.
Commercial Director Reference number: JR248196 Location: Remote Working pattern: Full Time, 37.5 hours per week Contract Type: Permanent Number of roles: 1 Grade : K8 Salary: £90,000 - £110,000 per annum We are looking for a Commercial Director to join our team. Role summary As the Commercial Director, you will be pivotal in shaping and executing our growth strategy, significantly expanding our market presence, and securing substantial new contracts in the professional assessments sector. Your core accountability will be to deliver substantial and profitable revenue growth, ensuring Kaplan Assessments builds a market leading position as a trusted, innovative partner in raising professional standards. As the Commercial Director you will: Spearhead the identification, pursuit, and acquisition of large-scale, long-term assessment contracts within target verticals and geographies. Develop and implement comprehensive go-to-market strategies for high-stakes professional assessments globally, and for overseas vocational and future skills qualifications. Cultivate and expand strategic relationships with key regulators, professional bodies, and corporate clients to drive significant new business opportunities. Lead the expansion of our service offerings, including psychometric services, reasonable adjustments, and quality assurance, as standalone revenue streams. Collaborate closely with the Brand and Opportunities Director to champion the Kaplan Assessments brand, elevating our reputation as a leader in innovative assessment methodologies and technology integration. Collaborate cross-functionally to ensure the seamless integration of new business. Drive continuous market analysis to identify emerging trends, competitive landscapes, and opportunities for new product and service development. Oversee the strategic planning and execution of business development activities to generate qualified leads and pipeline growth. This is an excellent opportunity for someone who may be currently working as a Commercial Director or Business Development Director within a prominent awarding organisation or professional assessment provider., who is looking to expand their skills and build their career with an industry leader. A detailed job description can be viewed here . If the link does not work for you, please copy and paste the following URL into your web browser: What you'll bring to the role We are seeking an exceptionally networked and commercially astute leader with a proven track record of driving substantial growth and securing major contracts within the professional assessments sector. Extensive senior-level experience in business development and commercial strategy within the UK and international assessments market. A demonstrably strong network of relationships with professional bodies, regulators, and large corporate clients. Proven ability to identify, negotiate, and close multi-million-pound contracts in a B2B or B2I environment. Understanding of high-stakes assessment design, delivery, and quality assurance principles. Experience in leading and motivating high-performing sales and business development teams. Strategic vision with the ability to translate complex market dynamics into clear, actionable growth plans. Excellent communication, influencing, and presentation skills, capable of engaging at the highest levels. A passion for innovation in assessment and a strong understanding of emerging technologies. What we do Kaplan Professional is a leading provider of apprenticeships, accountancy / tax / finance & banking courses, and professional assessments. For almost 80 years, we've helped shape the development and careers of finance professionals. We are part of the Kaplan group, one of the world's largest and most diverse education and assessment providers. We operate in over 30 countries and maintain relationships and partnerships with more than 1,000 school districts, colleges and universities, professional bodies and over 10,000 businesses. Our vast breadth and scope in terms of both capabilities and assets sets us apart. What we believe in Our goal is for Kaplan to be a great place to work where everybody can succeed, so we truly live and breathe our values: act with integrity, grow knowledge, empower & support, create opportunity, drive results together. Kaplan is a global organisation whose mission is rooted in providing equal access to education and opportunities for advancement to people of all backgrounds. We believe diversity, equity and inclusion - of culture, experiences, perspectives - are paramount to creating success and opportunity in an ever-changing world. As an educator, partner and employer, Kaplan is committed to promoting an equitable world in which diverse talent can develop, advance and thrive. To view our candidate privacy notice click here . Our Values We live, breathe and celebrate our values - they drive what we believe in, how we behave and guide us in creating a culture of success. • Act with integrity • Empower and support • Create opportunity • Grow knowledge • Drive results together What we offer As well as a competitive salary, transparent pay structures, hybrid/home working where possible, and paths for career progression, we offer a comprehensive benefits package that includes: • 28 days annual leave + option to purchase more • Season ticket loan and cycle to work scheme • Big discounts on Kaplan courses for you and your family • Private medical, income protection, and life insurance • 24/7 confidential helpline providing counselling and other support services • Company pension contributions • Maternity, Adoption, Shared Parental and Paternity/Partner pay which is well above statutory levels How to apply To apply for this role please submit a CV along with a Cover Letter detailing how you meet the requirements of the role no later than 11pm on Tuesday 22nd July 2025 . Note, we recommend that you apply at the earliest as we reserve the right to close the role before the closing date if we have gathered a suitable shortlist. Application Support If you require support completing your application or wish to talk to someone about the role before applying please email the Recruitment Team . Disability Confident Scheme As a Disability Confident employer, we are committed to interviewing applicants with disabilities who meet the minimum criteria for the role as per the job description and any screening or testing stages. Details of how to request your application be considered under the Disability Confident scheme will be shared with all applicants upon submission of an application. Furthermore, all applicants invited to attend interview will be given information on how to request reasonable adjustments to attend.
Jun 27, 2025
Full time
Commercial Director Reference number: JR248196 Location: Remote Working pattern: Full Time, 37.5 hours per week Contract Type: Permanent Number of roles: 1 Grade : K8 Salary: £90,000 - £110,000 per annum We are looking for a Commercial Director to join our team. Role summary As the Commercial Director, you will be pivotal in shaping and executing our growth strategy, significantly expanding our market presence, and securing substantial new contracts in the professional assessments sector. Your core accountability will be to deliver substantial and profitable revenue growth, ensuring Kaplan Assessments builds a market leading position as a trusted, innovative partner in raising professional standards. As the Commercial Director you will: Spearhead the identification, pursuit, and acquisition of large-scale, long-term assessment contracts within target verticals and geographies. Develop and implement comprehensive go-to-market strategies for high-stakes professional assessments globally, and for overseas vocational and future skills qualifications. Cultivate and expand strategic relationships with key regulators, professional bodies, and corporate clients to drive significant new business opportunities. Lead the expansion of our service offerings, including psychometric services, reasonable adjustments, and quality assurance, as standalone revenue streams. Collaborate closely with the Brand and Opportunities Director to champion the Kaplan Assessments brand, elevating our reputation as a leader in innovative assessment methodologies and technology integration. Collaborate cross-functionally to ensure the seamless integration of new business. Drive continuous market analysis to identify emerging trends, competitive landscapes, and opportunities for new product and service development. Oversee the strategic planning and execution of business development activities to generate qualified leads and pipeline growth. This is an excellent opportunity for someone who may be currently working as a Commercial Director or Business Development Director within a prominent awarding organisation or professional assessment provider., who is looking to expand their skills and build their career with an industry leader. A detailed job description can be viewed here . If the link does not work for you, please copy and paste the following URL into your web browser: What you'll bring to the role We are seeking an exceptionally networked and commercially astute leader with a proven track record of driving substantial growth and securing major contracts within the professional assessments sector. Extensive senior-level experience in business development and commercial strategy within the UK and international assessments market. A demonstrably strong network of relationships with professional bodies, regulators, and large corporate clients. Proven ability to identify, negotiate, and close multi-million-pound contracts in a B2B or B2I environment. Understanding of high-stakes assessment design, delivery, and quality assurance principles. Experience in leading and motivating high-performing sales and business development teams. Strategic vision with the ability to translate complex market dynamics into clear, actionable growth plans. Excellent communication, influencing, and presentation skills, capable of engaging at the highest levels. A passion for innovation in assessment and a strong understanding of emerging technologies. What we do Kaplan Professional is a leading provider of apprenticeships, accountancy / tax / finance & banking courses, and professional assessments. For almost 80 years, we've helped shape the development and careers of finance professionals. We are part of the Kaplan group, one of the world's largest and most diverse education and assessment providers. We operate in over 30 countries and maintain relationships and partnerships with more than 1,000 school districts, colleges and universities, professional bodies and over 10,000 businesses. Our vast breadth and scope in terms of both capabilities and assets sets us apart. What we believe in Our goal is for Kaplan to be a great place to work where everybody can succeed, so we truly live and breathe our values: act with integrity, grow knowledge, empower & support, create opportunity, drive results together. Kaplan is a global organisation whose mission is rooted in providing equal access to education and opportunities for advancement to people of all backgrounds. We believe diversity, equity and inclusion - of culture, experiences, perspectives - are paramount to creating success and opportunity in an ever-changing world. As an educator, partner and employer, Kaplan is committed to promoting an equitable world in which diverse talent can develop, advance and thrive. To view our candidate privacy notice click here . Our Values We live, breathe and celebrate our values - they drive what we believe in, how we behave and guide us in creating a culture of success. • Act with integrity • Empower and support • Create opportunity • Grow knowledge • Drive results together What we offer As well as a competitive salary, transparent pay structures, hybrid/home working where possible, and paths for career progression, we offer a comprehensive benefits package that includes: • 28 days annual leave + option to purchase more • Season ticket loan and cycle to work scheme • Big discounts on Kaplan courses for you and your family • Private medical, income protection, and life insurance • 24/7 confidential helpline providing counselling and other support services • Company pension contributions • Maternity, Adoption, Shared Parental and Paternity/Partner pay which is well above statutory levels How to apply To apply for this role please submit a CV along with a Cover Letter detailing how you meet the requirements of the role no later than 11pm on Tuesday 22nd July 2025 . Note, we recommend that you apply at the earliest as we reserve the right to close the role before the closing date if we have gathered a suitable shortlist. Application Support If you require support completing your application or wish to talk to someone about the role before applying please email the Recruitment Team . Disability Confident Scheme As a Disability Confident employer, we are committed to interviewing applicants with disabilities who meet the minimum criteria for the role as per the job description and any screening or testing stages. Details of how to request your application be considered under the Disability Confident scheme will be shared with all applicants upon submission of an application. Furthermore, all applicants invited to attend interview will be given information on how to request reasonable adjustments to attend.
Sowena Group has been retained by a market leading international, private equity-backed food manufacturing group with a growing multi-site operation is seeking a commercially astute and hands-on Finance Director in the Northwest to join its senior leadership team. This is a pivotal role within a fast-paced and dynamic business, offering significant opportunity to influence strategic direction and drive financial and operational performance. The successful candidate will combine strong technical capabilities with commercial insight, and will thrive in a collaborative, performance-driven culture. Applications are also welcomed from experienced Senior Financial Controllers with demonstrable leadership potential and a well-rounded background in both commercial and operational finance. Key Responsibilities Lead the finance function across multiple sites, ensuring robust financial control, accurate and timely reporting, and full regulatory compliance. Partner with operational and commercial teams to optimise site performance, improve margins, and drive cost efficiency. Manage all budgeting, forecasting, and long-term financial planning activities in alignment with strategic business goals. Oversee treasury operations including cash flow forecasting, liquidity management, and banking relationships. Monitor foreign exchange exposure and implement effective FX hedging strategies as appropriate. Maintain and enhance standard costing models across all sites, providing clear and actionable variance analysis. Lead the month-end and year-end close processes in accordance with UK GAAP. Ensure compliance with all taxation and statutory requirements (including corporate tax, VAT, and payroll taxes). Oversee payroll processes, ensuring accuracy, efficiency, and compliance with all relevant legislation. Strengthen internal controls, risk management, and governance frameworks. Drive finance-related ERP development and ensure integrity of financial data across systems. Recruit, develop, and mentor a high-performing finance team, fostering a commercially focused and delivery-oriented culture. Support the Group CFO and broader executive leadership team with strategic initiatives, board reporting, and value creation planning. Key Requirements Qualified accountant (ACA, ACCA, CIMA or equivalent). Proven track record in a senior finance leadership role within the FMCG sector or manufacturing Experience operating within a multi-site environment. Strong commercial acumen with the ability to influence cross-functional teams and drive performance. Excellent leadership, communication, and stakeholder management skills. Prior exposure to private equity-backed businesses is highly advantageous. This is an exciting opportunity to join a company at a critical juncture in its growth. For more details, to be considered for this opportunity or to confidentially discuss the market then please reach out to Perran Cooke at Sowena Group or click apply.
Jun 27, 2025
Full time
Sowena Group has been retained by a market leading international, private equity-backed food manufacturing group with a growing multi-site operation is seeking a commercially astute and hands-on Finance Director in the Northwest to join its senior leadership team. This is a pivotal role within a fast-paced and dynamic business, offering significant opportunity to influence strategic direction and drive financial and operational performance. The successful candidate will combine strong technical capabilities with commercial insight, and will thrive in a collaborative, performance-driven culture. Applications are also welcomed from experienced Senior Financial Controllers with demonstrable leadership potential and a well-rounded background in both commercial and operational finance. Key Responsibilities Lead the finance function across multiple sites, ensuring robust financial control, accurate and timely reporting, and full regulatory compliance. Partner with operational and commercial teams to optimise site performance, improve margins, and drive cost efficiency. Manage all budgeting, forecasting, and long-term financial planning activities in alignment with strategic business goals. Oversee treasury operations including cash flow forecasting, liquidity management, and banking relationships. Monitor foreign exchange exposure and implement effective FX hedging strategies as appropriate. Maintain and enhance standard costing models across all sites, providing clear and actionable variance analysis. Lead the month-end and year-end close processes in accordance with UK GAAP. Ensure compliance with all taxation and statutory requirements (including corporate tax, VAT, and payroll taxes). Oversee payroll processes, ensuring accuracy, efficiency, and compliance with all relevant legislation. Strengthen internal controls, risk management, and governance frameworks. Drive finance-related ERP development and ensure integrity of financial data across systems. Recruit, develop, and mentor a high-performing finance team, fostering a commercially focused and delivery-oriented culture. Support the Group CFO and broader executive leadership team with strategic initiatives, board reporting, and value creation planning. Key Requirements Qualified accountant (ACA, ACCA, CIMA or equivalent). Proven track record in a senior finance leadership role within the FMCG sector or manufacturing Experience operating within a multi-site environment. Strong commercial acumen with the ability to influence cross-functional teams and drive performance. Excellent leadership, communication, and stakeholder management skills. Prior exposure to private equity-backed businesses is highly advantageous. This is an exciting opportunity to join a company at a critical juncture in its growth. For more details, to be considered for this opportunity or to confidentially discuss the market then please reach out to Perran Cooke at Sowena Group or click apply.
TPF Recruitment is recruiting for a Private Client Tax Associate Director on behalf of a fantastic large, top 10, Tunbridge Wells based firm of chartered accountants. This is a fantastic career opportunity for a Private Client Tax Associate Director to join a highly reputable accountancy practice in an autonomous and exciting career. Our client is a highly reputable top 10 firm of chartered accountants based in Tunbridge Wells with offices across the UK and a national, and international reach. They have a fantastic reputation, excellent culture and have seen significant growth over the last 5 years. They are now looking for a Private Client Tax Associate Director to join their team in a highly rewarding position. They prioritise their staff's welfare and offer a great flexible working environment. Joining the firm as a Private Client Tax Associate Director with a clear path to progress, you will deliver personal tax and advisory services to a wide-ranging client base of directors of owner-managed businesses, property clients, wealthy individuals and private clients within financial services and private equity. You will be supported by a very experienced tax team. You will take a client-facing position, overseeing the provision of advisory services across a wide spectrum of personal tax issues, IHT, CGT, trusts estates etc. You will lead and influence your team and look to drive the development of the private client tax services in this leading Top 10 firm. You will be responsible for developing client relationships, maintaining and bringing in new business to bolster the businesses private client offering, and play a lead role in the growth and development of the Kent office's private client offering. Requirements Private Client Tax Associate Director Tunbridge Wells ATT and CTA, ACA, ACCA or STEP qualified Previous experience operating at a senior level within Private Client Tax Proven experience in client handling - ability to provide a high level of client relationship that is vital to this role Proven tax experience in producing high quality work on complex UK private client matters, within budget Tax experience from a practice background would be a distinct advantage preferably within a top 100/ large independent firm Benefits Private Client Tax Associate Director Tunbridge Wells Competitive salary dependent on experience and background Hybrid working, flexible working hours Extensive benefits including Group Life cover Group income protection Private Medical cover Competitive pension Generous holiday allowance + more! Please apply for the vacancy or contact Tristan Finch for a confidential conversation regarding this position, and similar opportunities (phone number removed)
Jun 27, 2025
Full time
TPF Recruitment is recruiting for a Private Client Tax Associate Director on behalf of a fantastic large, top 10, Tunbridge Wells based firm of chartered accountants. This is a fantastic career opportunity for a Private Client Tax Associate Director to join a highly reputable accountancy practice in an autonomous and exciting career. Our client is a highly reputable top 10 firm of chartered accountants based in Tunbridge Wells with offices across the UK and a national, and international reach. They have a fantastic reputation, excellent culture and have seen significant growth over the last 5 years. They are now looking for a Private Client Tax Associate Director to join their team in a highly rewarding position. They prioritise their staff's welfare and offer a great flexible working environment. Joining the firm as a Private Client Tax Associate Director with a clear path to progress, you will deliver personal tax and advisory services to a wide-ranging client base of directors of owner-managed businesses, property clients, wealthy individuals and private clients within financial services and private equity. You will be supported by a very experienced tax team. You will take a client-facing position, overseeing the provision of advisory services across a wide spectrum of personal tax issues, IHT, CGT, trusts estates etc. You will lead and influence your team and look to drive the development of the private client tax services in this leading Top 10 firm. You will be responsible for developing client relationships, maintaining and bringing in new business to bolster the businesses private client offering, and play a lead role in the growth and development of the Kent office's private client offering. Requirements Private Client Tax Associate Director Tunbridge Wells ATT and CTA, ACA, ACCA or STEP qualified Previous experience operating at a senior level within Private Client Tax Proven experience in client handling - ability to provide a high level of client relationship that is vital to this role Proven tax experience in producing high quality work on complex UK private client matters, within budget Tax experience from a practice background would be a distinct advantage preferably within a top 100/ large independent firm Benefits Private Client Tax Associate Director Tunbridge Wells Competitive salary dependent on experience and background Hybrid working, flexible working hours Extensive benefits including Group Life cover Group income protection Private Medical cover Competitive pension Generous holiday allowance + more! Please apply for the vacancy or contact Tristan Finch for a confidential conversation regarding this position, and similar opportunities (phone number removed)
Finance Director Real Estate Private Equity / Data Centres About the Company: A London based, private company and market leader in the development and operation of sustainable data centres and digital infrastructure for international hyperscale clients. Owned and funded by a prominent global investment firm, the business is growing rapidly, delivering significant MW capacity across core global markets, as well as growing its corporate function. About the role: The role carries a high level of personal responsibility, is investor facing and will be responsible for leading strategic decision making to enable the continued expansion of the business. Reporting to the CFO, you will be tasked with developing and leading a purpose driven, finance function responsible for delivering institutional grade reporting, financial planning, and compliance. Key Responsibilities: Lead and develop a high-performing finance team, including Financial Control and FP&A Oversee strategic financial planning, analysis, and reporting across multiple jurisdictions Deliver commercial insights to support investment, asset management, and business decision-making Manage liquidity, cash flow forecasting, bank compliance, and investor funding processes Own the statutory audit and annual reporting cycle, including technical accounting matters Enhance fit for purpose finance systems, controls, and processes to enable scalability Ensure robust compliance with tax, audit, and regulatory frameworks Skills & Experience: A qualified accountant (ACA, CA, CIMA, CPA or equivalent) with significant post-qualified experience (8-10 years+) Proven track record in finance leadership within high-growth, private equity-backed environments Deep knowledge of FP&A, audit, compliance, and technical accounting Experienced in infrastructure, real assets, or capital-intensive sectors Strong communicator with credibility at board and investor level Skilled in financial transformation, systems optimisation, and data-driven insights
Jun 27, 2025
Full time
Finance Director Real Estate Private Equity / Data Centres About the Company: A London based, private company and market leader in the development and operation of sustainable data centres and digital infrastructure for international hyperscale clients. Owned and funded by a prominent global investment firm, the business is growing rapidly, delivering significant MW capacity across core global markets, as well as growing its corporate function. About the role: The role carries a high level of personal responsibility, is investor facing and will be responsible for leading strategic decision making to enable the continued expansion of the business. Reporting to the CFO, you will be tasked with developing and leading a purpose driven, finance function responsible for delivering institutional grade reporting, financial planning, and compliance. Key Responsibilities: Lead and develop a high-performing finance team, including Financial Control and FP&A Oversee strategic financial planning, analysis, and reporting across multiple jurisdictions Deliver commercial insights to support investment, asset management, and business decision-making Manage liquidity, cash flow forecasting, bank compliance, and investor funding processes Own the statutory audit and annual reporting cycle, including technical accounting matters Enhance fit for purpose finance systems, controls, and processes to enable scalability Ensure robust compliance with tax, audit, and regulatory frameworks Skills & Experience: A qualified accountant (ACA, CA, CIMA, CPA or equivalent) with significant post-qualified experience (8-10 years+) Proven track record in finance leadership within high-growth, private equity-backed environments Deep knowledge of FP&A, audit, compliance, and technical accounting Experienced in infrastructure, real assets, or capital-intensive sectors Strong communicator with credibility at board and investor level Skilled in financial transformation, systems optimisation, and data-driven insights
Job title - Senior Associate - Infrastructure - Private Markets Location - London About Federated Hermes; Federated Hermes, Inc. is a global leader in active, responsible investment management, with $839.8 billion in assets under management, as of March 31st, 2025. We deliver investment solutions that help investors target a broad range of outcomes and provide equity, fixed-income, alternative/private markets, multi-asset, and liquidity management strategies to more than 11,000 institutions and intermediaries worldwide. Our clients include corporations, government entities, insurance companies, foundations and endowments, banks, and broker/dealers. Headquartered in Pittsburgh, Federated Hermes has more than 2,000 employees in London, New York and offices worldwide. For more information, visit Main Function of the role: The role is within the Investor Relations (IR) function, working closely with the Investment team, Finance function as well as EOS at Federated Hermes. You will also be expected to work directly with Managing Directors on a regular basis. The IR team's overall responsibility is to: Deliver a 'best in class' IR service for existing clients Develop new business, through both existing and new clients Build the brand and profile of the Infrastructure team with broader stakeholders Take a lead role in driving the sustainability agenda The role offers involvement in direct investor engagement, business development, client marketing and reporting. It will also support wider asset management and special projects where IR overlaps. The role includes a sustainability focus. Sustainability is fully integrated into the Infrastructure team with the IR function acting as the focal point for driving the sustainability agenda. As a direct equity investor in large infrastructure businesses, typically with Board representation, we are in a position to directly engage and influence on sustainability matters. We have membership on four sustainability committees in large UK and European businesses in our portfolio. This role would be expected to support that direct engagement to effect positive change. We are looking for a candidate with a genuine interest in sustainability, who enjoys building meaningful relationships, working in an agile and dynamic manner and is open to taking on progressively more responsibility for delivering team objectives. The role will require substantial interaction with the existing investment team (currently 14 investment professionals and 2 executive assistants), the Hermes GPE COO Office (Finance, Tax and Legal) and EOS at Federated Hermes (including firm-level sustainability fora). Key task and responsibilities: Product development, management and marketing Support IR team and wider Investment team in the development of marketing materials for a new fund Support in project management of key strategic projects working with a multi disciplinary team Where required, coordination with Private Markets Business Development function on materials and approach Lead the development of relevant content for website and social media, including coordination with wider Infrastructure team and Federated Hermes Marketing team Ensure website content is kept updated Meeting investor requirements Responsibility as the 'first line' to respond to client requests in a timely manner Working closely with Finance team and external administrators in ensuring accurate and timely financial information is provided for investors Supporting development of materials for and presenting in client meetings Supporting development of investor action plans Preparation of information for quarterly investor reporting, including liaison with investment team to draft material and Finance team for investment financial information Assist in the preparation of IR-related materials for the Infrastructure Investment Committee (decision-making authority), participating and presenting where required Regularly present to internal and external stakeholders on IR content, particularly on sustainability topics Sustainability-specific Lead the design and execution of a refreshed sustainability strategy, including alignment with recognised frameworks and regulatory requirements Inputting into investment team activities, including ensuring appropriate due diligence, from a sustainability perspective Ownership of portfolio sustainability data collation and analysis, including identification of material risks and opportunities and where required, direct interaction with portfolio company sustainability teams. Also expected to lead on assurance of data and liaison with internal and external audit Leading the drafting of investor presentations and materials related to sustainability progress Responsibility for drafting and coordinating annual sustainability reporting (including TCFD) Ownership for coordination of wider team engagement on sustainability topics and collaborating with asset management team on tracking of progress against team engagement objectives Ownership of internal liaison with EOS at Federated Hermes, including sustainability working groups and Infrastructure input to firm-level reporting and policy development Proactively supporting sustainability committee members across several assets with a dedicated programme The majority of the role will be focused on supporting the growth of the existing business and servicing existing clients (c70%) with the balance focused on sustainability (c30%) Minimum knowledge & experience required: Infrastructure or large industrials exposure would be advantageous Experience in engaging with a broad range of stakeholders would be beneficial Knowledge of global and European sustainability trends Familiarity with ESG regulations and industry best practices Exposure to developing ESG strategies, policies, and reporting frameworks Working knowledge of sustainable finance and responsible investment principles would be desirable Understanding of fund and portfolio company financial performance data would be beneficial Candidate Profile: Enthusiastic/energetic with a high level of professionalism, discretion, and judgement Confident in day to day interactions, at all levels Excellent written and oral communication skills with a high level of accuracy and attention to detail required Excellent understanding of Outlook, Word, Excel and Powerpoint Highly organised, with ability to multitask and manage changing priorities under pressure Ethical and responsible mindset Strong problem-solving skills and highly numerate Ability to work autonomously with little guidance Comfortable working with others in order to meet a shared goal Flexible and proactive, determined to make a difference Strong research skills Dedicated to continuous professional development Diversity, Inclusion and Flexible Working We believe in genuine opportunity, fairness, and respect for all applicants and aim to ensure that no current or prospective employee is subject to discrimination or treated less favourably on the basis of their disability, gender identity or expression, race, ethnicity, religion or belief, marriage or civil partnership, pregnancy and maternity, age, sex, or sexual orientation, or disability. We understand that applicants may have different needs and expectations related to their working arrangements and are committed to a discussion on flexible working. Please raise these with your Recruitment contact to discuss what type of arrangements can work for you and the role for which you are applying. We welcome applications from all eligible candidates, and we particularly encourage applications from qualified candidates who identify as women and/or are from a Black, Asian and Minority Ethnic background, as these groups are underrepresented throughout the financial services sector. We are a Disability Confident Employer and participate in the "Offer of Interview" scheme, intended to actively encourage applications from people with a disability or long-term condition and offer an interview to those who meet the minimum criteria set out within this job description. You will need to let us know if you would like to opt in to this scheme by contacting Jessica Sheehan at or . You do not need to share details of your disability or long-term condition. If you would benefit from alternative methods of applying or for workplace adjustments during the recruitment process, please also let us know by contacting Jessica Sheehan at or to discuss the support you need.
Jun 27, 2025
Full time
Job title - Senior Associate - Infrastructure - Private Markets Location - London About Federated Hermes; Federated Hermes, Inc. is a global leader in active, responsible investment management, with $839.8 billion in assets under management, as of March 31st, 2025. We deliver investment solutions that help investors target a broad range of outcomes and provide equity, fixed-income, alternative/private markets, multi-asset, and liquidity management strategies to more than 11,000 institutions and intermediaries worldwide. Our clients include corporations, government entities, insurance companies, foundations and endowments, banks, and broker/dealers. Headquartered in Pittsburgh, Federated Hermes has more than 2,000 employees in London, New York and offices worldwide. For more information, visit Main Function of the role: The role is within the Investor Relations (IR) function, working closely with the Investment team, Finance function as well as EOS at Federated Hermes. You will also be expected to work directly with Managing Directors on a regular basis. The IR team's overall responsibility is to: Deliver a 'best in class' IR service for existing clients Develop new business, through both existing and new clients Build the brand and profile of the Infrastructure team with broader stakeholders Take a lead role in driving the sustainability agenda The role offers involvement in direct investor engagement, business development, client marketing and reporting. It will also support wider asset management and special projects where IR overlaps. The role includes a sustainability focus. Sustainability is fully integrated into the Infrastructure team with the IR function acting as the focal point for driving the sustainability agenda. As a direct equity investor in large infrastructure businesses, typically with Board representation, we are in a position to directly engage and influence on sustainability matters. We have membership on four sustainability committees in large UK and European businesses in our portfolio. This role would be expected to support that direct engagement to effect positive change. We are looking for a candidate with a genuine interest in sustainability, who enjoys building meaningful relationships, working in an agile and dynamic manner and is open to taking on progressively more responsibility for delivering team objectives. The role will require substantial interaction with the existing investment team (currently 14 investment professionals and 2 executive assistants), the Hermes GPE COO Office (Finance, Tax and Legal) and EOS at Federated Hermes (including firm-level sustainability fora). Key task and responsibilities: Product development, management and marketing Support IR team and wider Investment team in the development of marketing materials for a new fund Support in project management of key strategic projects working with a multi disciplinary team Where required, coordination with Private Markets Business Development function on materials and approach Lead the development of relevant content for website and social media, including coordination with wider Infrastructure team and Federated Hermes Marketing team Ensure website content is kept updated Meeting investor requirements Responsibility as the 'first line' to respond to client requests in a timely manner Working closely with Finance team and external administrators in ensuring accurate and timely financial information is provided for investors Supporting development of materials for and presenting in client meetings Supporting development of investor action plans Preparation of information for quarterly investor reporting, including liaison with investment team to draft material and Finance team for investment financial information Assist in the preparation of IR-related materials for the Infrastructure Investment Committee (decision-making authority), participating and presenting where required Regularly present to internal and external stakeholders on IR content, particularly on sustainability topics Sustainability-specific Lead the design and execution of a refreshed sustainability strategy, including alignment with recognised frameworks and regulatory requirements Inputting into investment team activities, including ensuring appropriate due diligence, from a sustainability perspective Ownership of portfolio sustainability data collation and analysis, including identification of material risks and opportunities and where required, direct interaction with portfolio company sustainability teams. Also expected to lead on assurance of data and liaison with internal and external audit Leading the drafting of investor presentations and materials related to sustainability progress Responsibility for drafting and coordinating annual sustainability reporting (including TCFD) Ownership for coordination of wider team engagement on sustainability topics and collaborating with asset management team on tracking of progress against team engagement objectives Ownership of internal liaison with EOS at Federated Hermes, including sustainability working groups and Infrastructure input to firm-level reporting and policy development Proactively supporting sustainability committee members across several assets with a dedicated programme The majority of the role will be focused on supporting the growth of the existing business and servicing existing clients (c70%) with the balance focused on sustainability (c30%) Minimum knowledge & experience required: Infrastructure or large industrials exposure would be advantageous Experience in engaging with a broad range of stakeholders would be beneficial Knowledge of global and European sustainability trends Familiarity with ESG regulations and industry best practices Exposure to developing ESG strategies, policies, and reporting frameworks Working knowledge of sustainable finance and responsible investment principles would be desirable Understanding of fund and portfolio company financial performance data would be beneficial Candidate Profile: Enthusiastic/energetic with a high level of professionalism, discretion, and judgement Confident in day to day interactions, at all levels Excellent written and oral communication skills with a high level of accuracy and attention to detail required Excellent understanding of Outlook, Word, Excel and Powerpoint Highly organised, with ability to multitask and manage changing priorities under pressure Ethical and responsible mindset Strong problem-solving skills and highly numerate Ability to work autonomously with little guidance Comfortable working with others in order to meet a shared goal Flexible and proactive, determined to make a difference Strong research skills Dedicated to continuous professional development Diversity, Inclusion and Flexible Working We believe in genuine opportunity, fairness, and respect for all applicants and aim to ensure that no current or prospective employee is subject to discrimination or treated less favourably on the basis of their disability, gender identity or expression, race, ethnicity, religion or belief, marriage or civil partnership, pregnancy and maternity, age, sex, or sexual orientation, or disability. We understand that applicants may have different needs and expectations related to their working arrangements and are committed to a discussion on flexible working. Please raise these with your Recruitment contact to discuss what type of arrangements can work for you and the role for which you are applying. We welcome applications from all eligible candidates, and we particularly encourage applications from qualified candidates who identify as women and/or are from a Black, Asian and Minority Ethnic background, as these groups are underrepresented throughout the financial services sector. We are a Disability Confident Employer and participate in the "Offer of Interview" scheme, intended to actively encourage applications from people with a disability or long-term condition and offer an interview to those who meet the minimum criteria set out within this job description. You will need to let us know if you would like to opt in to this scheme by contacting Jessica Sheehan at or . You do not need to share details of your disability or long-term condition. If you would benefit from alternative methods of applying or for workplace adjustments during the recruitment process, please also let us know by contacting Jessica Sheehan at or to discuss the support you need.
Job Title: Associate - Debt Advisory Reporting to: Director - Debt Advisory Location: Manchester Salary: Up to £50,000 Company Overview: AMS Group are a full-service professional services firm that create value for mid-market businesses. We do this through our exceptional technical delivery teams and our personalised client approach. Our vision is to be the best advisory-led professional services firm in the mid-market. We are a fast-growing and ambitious advisory-led professional services firm, with a clear strategy for the next phase of our growth plan. Our services within the Group include Audit & Accounting, Tax (Capital Allowances, Private Client, Innovations, Tax Investigations and VAT), and Advisory (Corporate Finance, Business Recovery, Debt Advisory and Insurance). We've achieved 36% year on year growth in revenue, we now employ over 210 employees, with an average client satisfaction score of 98%. We are looking to increase our growth trajectory throughout 2025 and beyond. The Role Due to our growth, we are looking for an additional Associate to join our Debt Advisory team and support our Debt Advisory Director with all aspects of transactions. Key Responsibilities: Undertake financial modelling and produce detailed valuations Serve as a point of contact for clients in the day-to-day management of transactions Assist in the preparation of marketing materials and pitches for new business Produce briefing notes Research trends in the debt markets Research, collate and interpret data in order to present a complete picture of an organisation or sector Help build a network of contacts (e.g. lawyers, accountants, consultants and potential clients such as junior staff at private equity firms) Support, manage, and train junior team members on transaction process Production of bespoke modelling and client materials (e.g. options papers, pricing analysis, covenant analysis) Managing the information flow and key process management documentation (NDA's, Release Letters, etc.) Review and assess due diligence materials (i.e. Financial DD, Commercial DD, Legal DD) Liaise directly with the client and key stakeholders (e.g. lenders, lawyers, DD providers) throughout the transaction Maintenance of internal proprietary databases Experience and Qualifications Strong academic record (at least a 2.1 degree or equivalent) Relevant past experience in investment banking, commercial banking, or debt advisory is advantageous Strong financial modelling skills (Excel). Must be proficient in PowerPoint (e.g. experience creating IM's or external presentations) and Excel financial modelling (i.e. LBO/covenant analysis/integrated 3 statement models). Required Competencies Excellent people and communication skills Determined, hard-working and enthusiastic team-player Responsive and responsible for own work-product Ability to work in a focused and accurate way Strong commercial acumen and business awareness Ability to manage multiple work-streams in parallel
Jun 27, 2025
Full time
Job Title: Associate - Debt Advisory Reporting to: Director - Debt Advisory Location: Manchester Salary: Up to £50,000 Company Overview: AMS Group are a full-service professional services firm that create value for mid-market businesses. We do this through our exceptional technical delivery teams and our personalised client approach. Our vision is to be the best advisory-led professional services firm in the mid-market. We are a fast-growing and ambitious advisory-led professional services firm, with a clear strategy for the next phase of our growth plan. Our services within the Group include Audit & Accounting, Tax (Capital Allowances, Private Client, Innovations, Tax Investigations and VAT), and Advisory (Corporate Finance, Business Recovery, Debt Advisory and Insurance). We've achieved 36% year on year growth in revenue, we now employ over 210 employees, with an average client satisfaction score of 98%. We are looking to increase our growth trajectory throughout 2025 and beyond. The Role Due to our growth, we are looking for an additional Associate to join our Debt Advisory team and support our Debt Advisory Director with all aspects of transactions. Key Responsibilities: Undertake financial modelling and produce detailed valuations Serve as a point of contact for clients in the day-to-day management of transactions Assist in the preparation of marketing materials and pitches for new business Produce briefing notes Research trends in the debt markets Research, collate and interpret data in order to present a complete picture of an organisation or sector Help build a network of contacts (e.g. lawyers, accountants, consultants and potential clients such as junior staff at private equity firms) Support, manage, and train junior team members on transaction process Production of bespoke modelling and client materials (e.g. options papers, pricing analysis, covenant analysis) Managing the information flow and key process management documentation (NDA's, Release Letters, etc.) Review and assess due diligence materials (i.e. Financial DD, Commercial DD, Legal DD) Liaise directly with the client and key stakeholders (e.g. lenders, lawyers, DD providers) throughout the transaction Maintenance of internal proprietary databases Experience and Qualifications Strong academic record (at least a 2.1 degree or equivalent) Relevant past experience in investment banking, commercial banking, or debt advisory is advantageous Strong financial modelling skills (Excel). Must be proficient in PowerPoint (e.g. experience creating IM's or external presentations) and Excel financial modelling (i.e. LBO/covenant analysis/integrated 3 statement models). Required Competencies Excellent people and communication skills Determined, hard-working and enthusiastic team-player Responsive and responsible for own work-product Ability to work in a focused and accurate way Strong commercial acumen and business awareness Ability to manage multiple work-streams in parallel
Job ID: R Job type: Permanent Time type: Full time Categories: Tax More than you expected The UK member firms of Grant Thornton are part of global network of independent audit, tax and advisory firms, made up of some 76,000 in over 150 countries. We're a team of independent thinkers who put quality, inclusion and integrity first. All around the world we bring a different experience to our clients. A better experience. One that delivers the expertise they need in a way that goes beyond. Personal, proactive, and agile. That's Grant Thornton. Job Description: NEW GROUND WON'T BREAK ITSELF This is an exciting opportunity to join part of the GT tax team that focus on advising businesses and their owners on significant transactions. This is an advisory-only role, there is no compliance involved. You will enjoy a huge variety of interesting projects, such as the tax structuring of trade sales, private equity investments, management buyouts, initial public offerings, carve-outs / demergers, and associated planning. This role could suit you if you have some level of experience in advising shareholders and their companies on transactions, regardless of whether you primarily have a corporate or private client tax background (we have people from both within the team). You will benefit from working in a team of approachable, friendly people, with a great supportive culture. The team manage to maintain this culture whilst also being incredibly focussed on delivering exceptional client service, combining technical excellence with a practical and commercial approach. The role is within our GT Private South & London team. The team cover transactions as outlined above and also traditional private client advice for high-net worth individuals - there is flexibility for individuals to work across both areas if this of interest. A look into the role As an Associate Director within our Private Advisory Tax team you will: Provide expert tax advice to mid-market businesses and their shareholders Advise on the tax implications and structuring of acquisitions, disposals, and business separations, to name but a few Engender trust and respect from clients by producing high quality tax advice accurately, delivering on expectations and deadlines Lead from the front in delivering client work and being the day to day contact for clients, engaging the Private and wider Tax teams to ensure correct skill utilisation on all projects Take responsibility for developing more junior team members, understanding their career aspiration and support in this delivery Be actively involved and lead in client meetings, concisely and confidently answering client queries Provide intelligent and creative solutions to clients' tax issues both reactively and proactively, taking an active approach to cross-selling wider products solutions for other teams around the GT network Knowing you're right for us Joining us as an Associate Director in Private Tax the minimum criteria you'll need are: a professional qualification (CTA / ACA / ACCA or equivalent to be confident advising clients on complex tax matters, including some experience on transactions a keen interest in developing yourself and your fellow team members It would be great if you also had some of the following skills, but don't worry if you don't tick every box, we'll help you develop along the way around what interests you. Growing your profile and that of the firm externally Business development / proposal drafting experience Knowing we're right for you Embracing uniqueness, the culture at Grant Thornton thrives on the contributions of all our people, we never settle for what is easy, we look beyond to deliver the right thing, for everyone. Building an inclusive culture, where we value difference and respect our colleagues helps our people to perform at the best of their ability and realise their potential. Our open and accessible culture means you'll interact with leaders who are interested in you and everything you bring to our firm. The things that set you apart, we value them. That's why we give you the freedom to bring your whole self to work and pursue your passions inside and outside of work. We're always happy to talk flexible working - we'll support you to balance your work and life. This would also extend to a minimum requirement of being in the office of at least two days a week. Beyond the job Life is more than work. The things you do, and the people you're with outside of work matter, that's why we're happy to look at flexible working options for all our roles, and we'll always do our best to keep your work and life in balance. We're looking for people who want to contribute, spark fresh ideas and go beyond expectations. People who want to be able to proudly do what's right, for the firm, our clients, our people and themselves. It's how it should be.
Jun 27, 2025
Full time
Job ID: R Job type: Permanent Time type: Full time Categories: Tax More than you expected The UK member firms of Grant Thornton are part of global network of independent audit, tax and advisory firms, made up of some 76,000 in over 150 countries. We're a team of independent thinkers who put quality, inclusion and integrity first. All around the world we bring a different experience to our clients. A better experience. One that delivers the expertise they need in a way that goes beyond. Personal, proactive, and agile. That's Grant Thornton. Job Description: NEW GROUND WON'T BREAK ITSELF This is an exciting opportunity to join part of the GT tax team that focus on advising businesses and their owners on significant transactions. This is an advisory-only role, there is no compliance involved. You will enjoy a huge variety of interesting projects, such as the tax structuring of trade sales, private equity investments, management buyouts, initial public offerings, carve-outs / demergers, and associated planning. This role could suit you if you have some level of experience in advising shareholders and their companies on transactions, regardless of whether you primarily have a corporate or private client tax background (we have people from both within the team). You will benefit from working in a team of approachable, friendly people, with a great supportive culture. The team manage to maintain this culture whilst also being incredibly focussed on delivering exceptional client service, combining technical excellence with a practical and commercial approach. The role is within our GT Private South & London team. The team cover transactions as outlined above and also traditional private client advice for high-net worth individuals - there is flexibility for individuals to work across both areas if this of interest. A look into the role As an Associate Director within our Private Advisory Tax team you will: Provide expert tax advice to mid-market businesses and their shareholders Advise on the tax implications and structuring of acquisitions, disposals, and business separations, to name but a few Engender trust and respect from clients by producing high quality tax advice accurately, delivering on expectations and deadlines Lead from the front in delivering client work and being the day to day contact for clients, engaging the Private and wider Tax teams to ensure correct skill utilisation on all projects Take responsibility for developing more junior team members, understanding their career aspiration and support in this delivery Be actively involved and lead in client meetings, concisely and confidently answering client queries Provide intelligent and creative solutions to clients' tax issues both reactively and proactively, taking an active approach to cross-selling wider products solutions for other teams around the GT network Knowing you're right for us Joining us as an Associate Director in Private Tax the minimum criteria you'll need are: a professional qualification (CTA / ACA / ACCA or equivalent to be confident advising clients on complex tax matters, including some experience on transactions a keen interest in developing yourself and your fellow team members It would be great if you also had some of the following skills, but don't worry if you don't tick every box, we'll help you develop along the way around what interests you. Growing your profile and that of the firm externally Business development / proposal drafting experience Knowing we're right for you Embracing uniqueness, the culture at Grant Thornton thrives on the contributions of all our people, we never settle for what is easy, we look beyond to deliver the right thing, for everyone. Building an inclusive culture, where we value difference and respect our colleagues helps our people to perform at the best of their ability and realise their potential. Our open and accessible culture means you'll interact with leaders who are interested in you and everything you bring to our firm. The things that set you apart, we value them. That's why we give you the freedom to bring your whole self to work and pursue your passions inside and outside of work. We're always happy to talk flexible working - we'll support you to balance your work and life. This would also extend to a minimum requirement of being in the office of at least two days a week. Beyond the job Life is more than work. The things you do, and the people you're with outside of work matter, that's why we're happy to look at flexible working options for all our roles, and we'll always do our best to keep your work and life in balance. We're looking for people who want to contribute, spark fresh ideas and go beyond expectations. People who want to be able to proudly do what's right, for the firm, our clients, our people and themselves. It's how it should be.
Sowena Group has been retained by an international market leading private equity backed FMCG group with the search for a newly created Financial Controller role based in Greater Manchester. This highly profitable group boasts a unique opportunity to gain experience to play a key part of a sale process within an exciting sector. With the deal concluding within the next 12-18 months, we are looking for an ambitious ACA candidate who is looking to continue through to the next private equity cycle and being mentored into becoming a future Finance Director within PE. Working underneath an exceptional CFO, this will be a very hands on and varied role across the financial, commercial and operations side of the business whilst managing a small team. Key Responsibilities: Financial Reporting & Control: Lead the preparation and delivery of accurate monthly financial accounts, including management reports, P&L, balance sheet, and cash flow. o Oversee the preparation of the statutory accounts, ensuring compliance with UK GAAP and other relevant regulations. o Develop and implement robust financial control procedures to ensure the accuracy of financial data. Manage and improve internal reporting systems to ensure that decisionmakers have the financial insights needed to support business strategy. Exit/Sale Process: Take an active role in the company's exit or sale process, providing financial analysis and due diligence support. o Collaborate with the senior leadership team, private equity investors, and external advisors to manage the financial aspects of the transaction. o Support in the preparation of financial models and forecasts required for investor discussions and negotiations. Budgeting and Forecasting: Lead the annual budgeting process and produce detailed financial forecasts, working closely with department heads. o Track and report on budget variances, offering insights into potential corrective actions. Team Leadership and Development: Manage and mentor the finance team, driving a culture of continuous improvement and professional development. o Provide training and support to junior team members, ensuring high standards of financial reporting and control are maintained. Tax & Compliance: Oversee any corporate tax compliance, managing VAT, PAYE, and other statutory requirements. Systems & Process Improvement: Identify and implement improvements in the finance function, including ERP systems and financial processes, to enhance efficiency and accuracy. o Work alongside IT and operations teams to ensure the finance systems align with the company's strategic objectives. o A strong team player with leadership experience and a track record of mentoring junior staff. Package: Competitive salary of £70,000 - £80,000 (flexible) Company/personal performance-related bonus. Potential future equity participation in the business. Exposure to an exciting, fast-growing business with a clear growth trajectory. Opportunities for career progression and professional development in a high-profile, private equity-backed environment.
Jun 27, 2025
Full time
Sowena Group has been retained by an international market leading private equity backed FMCG group with the search for a newly created Financial Controller role based in Greater Manchester. This highly profitable group boasts a unique opportunity to gain experience to play a key part of a sale process within an exciting sector. With the deal concluding within the next 12-18 months, we are looking for an ambitious ACA candidate who is looking to continue through to the next private equity cycle and being mentored into becoming a future Finance Director within PE. Working underneath an exceptional CFO, this will be a very hands on and varied role across the financial, commercial and operations side of the business whilst managing a small team. Key Responsibilities: Financial Reporting & Control: Lead the preparation and delivery of accurate monthly financial accounts, including management reports, P&L, balance sheet, and cash flow. o Oversee the preparation of the statutory accounts, ensuring compliance with UK GAAP and other relevant regulations. o Develop and implement robust financial control procedures to ensure the accuracy of financial data. Manage and improve internal reporting systems to ensure that decisionmakers have the financial insights needed to support business strategy. Exit/Sale Process: Take an active role in the company's exit or sale process, providing financial analysis and due diligence support. o Collaborate with the senior leadership team, private equity investors, and external advisors to manage the financial aspects of the transaction. o Support in the preparation of financial models and forecasts required for investor discussions and negotiations. Budgeting and Forecasting: Lead the annual budgeting process and produce detailed financial forecasts, working closely with department heads. o Track and report on budget variances, offering insights into potential corrective actions. Team Leadership and Development: Manage and mentor the finance team, driving a culture of continuous improvement and professional development. o Provide training and support to junior team members, ensuring high standards of financial reporting and control are maintained. Tax & Compliance: Oversee any corporate tax compliance, managing VAT, PAYE, and other statutory requirements. Systems & Process Improvement: Identify and implement improvements in the finance function, including ERP systems and financial processes, to enhance efficiency and accuracy. o Work alongside IT and operations teams to ensure the finance systems align with the company's strategic objectives. o A strong team player with leadership experience and a track record of mentoring junior staff. Package: Competitive salary of £70,000 - £80,000 (flexible) Company/personal performance-related bonus. Potential future equity participation in the business. Exposure to an exciting, fast-growing business with a clear growth trajectory. Opportunities for career progression and professional development in a high-profile, private equity-backed environment.
Introduction Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management. We believe that every candidate brings something special to the table, including you! So, even if you feel that you're close but not an exact match, we encourage you to apply. Overview With over 50 years of experience, our M&A Team have advised on over 2,000 deals across 40 countries since 2013, with a combined deal value of over $50 billion USD in 2024. Our specialists consist of qualified lawyers, brokers, and insurance professionals who advise private equity, corporates, sovereign wealth, individuals and advisors in respect of the placement of M&A insurance (for example, warranty and indemnity and/or contingent risk insurance) in connections with domestic and international M&A transactions. The team is now looking for a professional background (Corporate Lawyer, W&I Insurance, accountancy, tax, investment banking would be considered) to join their team as an Associate Director. How you'll make an impact 1) Associate Director to act as the client and insurer lead for transactions with enterprise values of between £2m and £1bn+ c.70% of time Work with junior members of the team to create and tailor submissions for the market to review Collate and negotiate terms received from the market in order to put together 'Non-Binding Indications' reports for clients Discuss the options and our recommendations with clients and corporate lawyers. Act as the lead during the underwriting process by being the primary contact for both lawyers and underwriters Lead policy negotiations and discussions with both client and underwriter, with a view to achieving the best outcome for the client Work to tight timelines to make sure all policy documentation is ready to incept on signing of the deal. 2) Widen client and prospect base c. 20% of time Arrange meetings/ presentations with existing contacts (from previous deals / personal relationships) and new prospects Be involved in strategy meetings to ultimately grow the team book and the personal contact base 3) Transactional Insurance Market c.10% of time Monitoring and coordinating regular meetings with both existing transactional insurers, and those new to the market. About You Qualifications We are ideally looking for a 1 to 3 year PQE lawyer with experience in Corporate law Experience in W&I processes as a junior lawyer preferable Skills/other A bility to problem-solve and deliver under pressure against tight deadlines Strong interpersonal and negotiation skills Authentic communication skills for varying audience Excellent planning and analytical skills Ability to take ownership of new instructions with confidence Eligable to work in the UK Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, we'll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include: Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don't worry, we're here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with . If you'd prefer to speak on the phone, please request a call back, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Jun 26, 2025
Full time
Introduction Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management. We believe that every candidate brings something special to the table, including you! So, even if you feel that you're close but not an exact match, we encourage you to apply. Overview With over 50 years of experience, our M&A Team have advised on over 2,000 deals across 40 countries since 2013, with a combined deal value of over $50 billion USD in 2024. Our specialists consist of qualified lawyers, brokers, and insurance professionals who advise private equity, corporates, sovereign wealth, individuals and advisors in respect of the placement of M&A insurance (for example, warranty and indemnity and/or contingent risk insurance) in connections with domestic and international M&A transactions. The team is now looking for a professional background (Corporate Lawyer, W&I Insurance, accountancy, tax, investment banking would be considered) to join their team as an Associate Director. How you'll make an impact 1) Associate Director to act as the client and insurer lead for transactions with enterprise values of between £2m and £1bn+ c.70% of time Work with junior members of the team to create and tailor submissions for the market to review Collate and negotiate terms received from the market in order to put together 'Non-Binding Indications' reports for clients Discuss the options and our recommendations with clients and corporate lawyers. Act as the lead during the underwriting process by being the primary contact for both lawyers and underwriters Lead policy negotiations and discussions with both client and underwriter, with a view to achieving the best outcome for the client Work to tight timelines to make sure all policy documentation is ready to incept on signing of the deal. 2) Widen client and prospect base c. 20% of time Arrange meetings/ presentations with existing contacts (from previous deals / personal relationships) and new prospects Be involved in strategy meetings to ultimately grow the team book and the personal contact base 3) Transactional Insurance Market c.10% of time Monitoring and coordinating regular meetings with both existing transactional insurers, and those new to the market. About You Qualifications We are ideally looking for a 1 to 3 year PQE lawyer with experience in Corporate law Experience in W&I processes as a junior lawyer preferable Skills/other A bility to problem-solve and deliver under pressure against tight deadlines Strong interpersonal and negotiation skills Authentic communication skills for varying audience Excellent planning and analytical skills Ability to take ownership of new instructions with confidence Eligable to work in the UK Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, we'll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include: Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don't worry, we're here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with . If you'd prefer to speak on the phone, please request a call back, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Fund Investment Operations Associate Director (m f x) London Investment Vollzeit mit Führungsaufgaben mit betrieblicher Altersvorsorge What The Hiring Manager Says This presents an exciting opportunity to get hands-on experience with various private strategies at ICG, some of which have demonstrated significant growth. You will have the exciting opportunity to be involved in deal closings across these strategies, as well as project leading of ongoing internal improvements across the Group. To excel, you will have a strong understanding of Private Markets and be knowledgeable about deal closing procedures. Position Summary: This position primarily focuses on providing support to front office staff and external fund boards to ensure smooth execution of deals. This involves coordinating Fund Boards of Directors and numerous internal and external stakeholders, while managing the intricacies of the transaction execution process. This role demands a balance between commercial objectives-assisting front office deal teams-and maintaining a strong risk-managed approach to deal execution. It involves managing deal execution for Operations across various funds from inception to funding, including regulatory compliance. The position also includes ad hoc projects, working with specialist teams on agreements with banking, administrators, and other counterparties, and addressing regulatory matters across jurisdictions. Ensuring controls are effective and improved where necessary is vital, given the risk involved. Processes and procedures should be well documented and managed. Sharing knowledge within the Operation team, especially with controllers, is essential for team success. Managing complex documentation and completion processes across private investment funds, including liaising on fund structures and restructures with tax/structuring teams, understanding SPA documents, waivers, amendments, POA management, notarisation, and ensuring fund protection. Supporting the Investment team with new deals, refinancing, restructures, and exits. Organising and managing interactions with Fund Boards, providing transaction assistance, and resolving open matters. Working with administrators to ensure banking facilities are ready, including managing Luxembourg certificates and notarisation. Collaborating with tax, legal, and external counsels to set up and document initial deal structures. Managing fund flows, funding, hedging, and liaising with treasury, advisors, and portfolio companies to ensure smooth funding processes. Supporting fund controllers with ongoing transaction updates and fund matters. Assisting with fund liquidations and terminations. Managing deal mechanics and complexities with stakeholders. Financing, Regulatory and Tax Compliance Managing asset-level entity and banking arrangements through administrators. Ensuring fund structure compliance and strong substance, working closely with tax teams for correct treatment. Process Definition and Scalability Promoting process enhancements, documentation, and control standards. Supporting team objectives through ad hoc projects. Understanding fund structuring and decision-making to maximize investor returns. Requirements: Mid/Intermediate experience in Private Equity/Asset Management or similar. Bachelor's Degree; tax/accounting qualifications are a plus. Strong communication and presentation skills for coordinating cross-functional teams. Creative problem-solving, process improvement, and relationship-building abilities. Analytical, detail-oriented, highly organized, results-focused. Resilient, able to work under pressure, manage multiple projects independently. Commitment to wellbeing, inclusivity, and long-term sustainability.
Jun 26, 2025
Full time
Fund Investment Operations Associate Director (m f x) London Investment Vollzeit mit Führungsaufgaben mit betrieblicher Altersvorsorge What The Hiring Manager Says This presents an exciting opportunity to get hands-on experience with various private strategies at ICG, some of which have demonstrated significant growth. You will have the exciting opportunity to be involved in deal closings across these strategies, as well as project leading of ongoing internal improvements across the Group. To excel, you will have a strong understanding of Private Markets and be knowledgeable about deal closing procedures. Position Summary: This position primarily focuses on providing support to front office staff and external fund boards to ensure smooth execution of deals. This involves coordinating Fund Boards of Directors and numerous internal and external stakeholders, while managing the intricacies of the transaction execution process. This role demands a balance between commercial objectives-assisting front office deal teams-and maintaining a strong risk-managed approach to deal execution. It involves managing deal execution for Operations across various funds from inception to funding, including regulatory compliance. The position also includes ad hoc projects, working with specialist teams on agreements with banking, administrators, and other counterparties, and addressing regulatory matters across jurisdictions. Ensuring controls are effective and improved where necessary is vital, given the risk involved. Processes and procedures should be well documented and managed. Sharing knowledge within the Operation team, especially with controllers, is essential for team success. Managing complex documentation and completion processes across private investment funds, including liaising on fund structures and restructures with tax/structuring teams, understanding SPA documents, waivers, amendments, POA management, notarisation, and ensuring fund protection. Supporting the Investment team with new deals, refinancing, restructures, and exits. Organising and managing interactions with Fund Boards, providing transaction assistance, and resolving open matters. Working with administrators to ensure banking facilities are ready, including managing Luxembourg certificates and notarisation. Collaborating with tax, legal, and external counsels to set up and document initial deal structures. Managing fund flows, funding, hedging, and liaising with treasury, advisors, and portfolio companies to ensure smooth funding processes. Supporting fund controllers with ongoing transaction updates and fund matters. Assisting with fund liquidations and terminations. Managing deal mechanics and complexities with stakeholders. Financing, Regulatory and Tax Compliance Managing asset-level entity and banking arrangements through administrators. Ensuring fund structure compliance and strong substance, working closely with tax teams for correct treatment. Process Definition and Scalability Promoting process enhancements, documentation, and control standards. Supporting team objectives through ad hoc projects. Understanding fund structuring and decision-making to maximize investor returns. Requirements: Mid/Intermediate experience in Private Equity/Asset Management or similar. Bachelor's Degree; tax/accounting qualifications are a plus. Strong communication and presentation skills for coordinating cross-functional teams. Creative problem-solving, process improvement, and relationship-building abilities. Analytical, detail-oriented, highly organized, results-focused. Resilient, able to work under pressure, manage multiple projects independently. Commitment to wellbeing, inclusivity, and long-term sustainability.
Private Client Tax Assistant Manager role with a leading advisory firm. Join a dynamic, expert team About Our Client Our client is a leading accountancy and business advisory firm, known for delivering high-quality, tailored advice to individuals, families, entrepreneurs, and owner-managed businesses. With a strong global network and a reputation for excellence, they support clients in navigating complex tax landscapes while building long-term, trusted relationships. The Opportunity This is an exciting opportunity to join a rapidly growing Private Client Services team as an Assistant Manager. You will play a key role in delivering UK tax compliance and advisory services to a diverse portfolio of high-net-worth individuals (HNWIs), families, entrepreneurs, private equity clients, and trusts. The role offers a balance of compliance and advisory work, with a long-term focus on expanding advisory responsibilities. Key Responsibilities Act as a primary point of contact for clients, alongside Partners, ensuring timely and proactive communication.Manage a varied portfolio of clients, overseeing both compliance and advisory projects.Deliver clear, concise, and practical tax advice on complex matters.Review work prepared by junior team members and provide constructive feedback.Liaise with HMRC and ensure assignments are completed within budget and to the highest quality standards.Identify risks and opportunities, escalating or acting on them as appropriate.Support Partners and Directors in business development, proposals, and client relationship management.Contribute to the management and development of the team, including mentoring and training junior staff. About You CTA and/or ACA qualified (or equivalent), with demonstrable post-qualification experience.Strong technical expertise in private client tax.Proven ability to manage client relationships and deliver high-quality service.Commercially astute with experience managing billing and cash collection.A collaborative team player who can also work independently.Experience in business development and contributing to proposals is desirable.Excellent communication and interpersonal skills. Why Join? Work with a diverse and prestigious client base across the UK and internationally.Be part of a collaborative, people-focused culture that values your contributions.Access to structured career development and mentoring opportunities.Flexible, agile working arrangements to support work-life balance.A chance to shape the future of a growing team and make a real impact. 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 feel free to call Lorna Pilling directly on . If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career. Please note: This role does not offer visa sponsorship. Applicants must have the right to work in the U K. #
Jun 25, 2025
Full time
Private Client Tax Assistant Manager role with a leading advisory firm. Join a dynamic, expert team About Our Client Our client is a leading accountancy and business advisory firm, known for delivering high-quality, tailored advice to individuals, families, entrepreneurs, and owner-managed businesses. With a strong global network and a reputation for excellence, they support clients in navigating complex tax landscapes while building long-term, trusted relationships. The Opportunity This is an exciting opportunity to join a rapidly growing Private Client Services team as an Assistant Manager. You will play a key role in delivering UK tax compliance and advisory services to a diverse portfolio of high-net-worth individuals (HNWIs), families, entrepreneurs, private equity clients, and trusts. The role offers a balance of compliance and advisory work, with a long-term focus on expanding advisory responsibilities. Key Responsibilities Act as a primary point of contact for clients, alongside Partners, ensuring timely and proactive communication.Manage a varied portfolio of clients, overseeing both compliance and advisory projects.Deliver clear, concise, and practical tax advice on complex matters.Review work prepared by junior team members and provide constructive feedback.Liaise with HMRC and ensure assignments are completed within budget and to the highest quality standards.Identify risks and opportunities, escalating or acting on them as appropriate.Support Partners and Directors in business development, proposals, and client relationship management.Contribute to the management and development of the team, including mentoring and training junior staff. About You CTA and/or ACA qualified (or equivalent), with demonstrable post-qualification experience.Strong technical expertise in private client tax.Proven ability to manage client relationships and deliver high-quality service.Commercially astute with experience managing billing and cash collection.A collaborative team player who can also work independently.Experience in business development and contributing to proposals is desirable.Excellent communication and interpersonal skills. Why Join? Work with a diverse and prestigious client base across the UK and internationally.Be part of a collaborative, people-focused culture that values your contributions.Access to structured career development and mentoring opportunities.Flexible, agile working arrangements to support work-life balance.A chance to shape the future of a growing team and make a real impact. 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 feel free to call Lorna Pilling directly on . If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career. Please note: This role does not offer visa sponsorship. Applicants must have the right to work in the U K. #
