Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We'll help you succeed Our Trust Tax team offers a plethora of carefully tailored services to an equally varied range of clients - from UK and offshore Trusts, Charities and Estates, to entrepreneurs, entertainers and more. Part of the Private Client Services team, our expertise plays an integral part of a family's overall tax planning strategy. Here, you'll have the opportunity to expand and strengthen your skillset and gain an invaluable insight into the wider Tax business within BDO. You'll be supported to develop your career and help others do the same, all while undertaking an exciting, varied workload for a broad range of clients. This role is as part of the team responsible for assisting Partners, Directors and other senior staff in servicing clients, directing Trust services and managing people within the Trust team. Trust tax knowledge is essential as is a wider knowledge of personal taxation. The primary day to day responsibility will be to act as a point of contact within the firm for the client together with the other senior staff. You will deal with all matters relating to the management of a portfolio of existing clients including billings and cash collection within the firm's criteria. Key to the role is for the individual to be able to pro-actively manage their own workload, provide overall support to Senior Managers and Directors on client matters and assist Directors in the management of the day-to-day delivery of all trust tax compliance and trust accounts work. You'll be someone with: Experience in providing trust and estate advice to high net worth individuals (experience of charity clients is a plus but not essential). Proven specialist technical private client experience, and the ability to deal with complex trust tax issues, gained within a practice environment. Experience of reviewing Trust accounts and associated tax accounting aspects (e.g. computing tax pools) Experience of dealing with HNW clients Staff management experience CTA and/or STEP qualified (or equivalent) You'll also be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task in hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we're working side by side. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for our clients and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in them. Across 17 UK locations, we are 6,500 unique minds coming together to help our clients reach their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jun 27, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We'll help you succeed Our Trust Tax team offers a plethora of carefully tailored services to an equally varied range of clients - from UK and offshore Trusts, Charities and Estates, to entrepreneurs, entertainers and more. Part of the Private Client Services team, our expertise plays an integral part of a family's overall tax planning strategy. Here, you'll have the opportunity to expand and strengthen your skillset and gain an invaluable insight into the wider Tax business within BDO. You'll be supported to develop your career and help others do the same, all while undertaking an exciting, varied workload for a broad range of clients. This role is as part of the team responsible for assisting Partners, Directors and other senior staff in servicing clients, directing Trust services and managing people within the Trust team. Trust tax knowledge is essential as is a wider knowledge of personal taxation. The primary day to day responsibility will be to act as a point of contact within the firm for the client together with the other senior staff. You will deal with all matters relating to the management of a portfolio of existing clients including billings and cash collection within the firm's criteria. Key to the role is for the individual to be able to pro-actively manage their own workload, provide overall support to Senior Managers and Directors on client matters and assist Directors in the management of the day-to-day delivery of all trust tax compliance and trust accounts work. You'll be someone with: Experience in providing trust and estate advice to high net worth individuals (experience of charity clients is a plus but not essential). Proven specialist technical private client experience, and the ability to deal with complex trust tax issues, gained within a practice environment. Experience of reviewing Trust accounts and associated tax accounting aspects (e.g. computing tax pools) Experience of dealing with HNW clients Staff management experience CTA and/or STEP qualified (or equivalent) You'll also be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task in hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we're working side by side. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for our clients and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in them. Across 17 UK locations, we are 6,500 unique minds coming together to help our clients reach their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We'll help you succeed Our Trust Tax team offers a plethora of carefully tailored services to an equally varied range of clients - from UK and offshore Trusts, Charities and Estates, to entrepreneurs, entertainers and more. Part of the Private Client Services team, our expertise plays an integral part of a family's overall tax planning strategy. Here, you'll have the opportunity to expand and strengthen your skillset and gain an invaluable insight into the wider Tax business within BDO. You'll be supported to develop your career and help others do the same, all while undertaking an exciting, varied workload for a broad range of clients. This role is as part of the team responsible for assisting Partners, Directors and other senior staff in servicing clients, directing Trust services and managing people within the Trust team. Trust tax knowledge is essential as is a wider knowledge of personal taxation. The primary day to day responsibility will be to act as a point of contact within the firm for the client together with the other senior staff. You will deal with all matters relating to the management of a portfolio of existing clients including billings and cash collection within the firm's criteria. Key to the role is for the individual to be able to pro-actively manage their own workload, provide overall support to Senior Managers and Directors on client matters and assist Directors in the management of the day-to-day delivery of all trust tax compliance and trust accounts work. You'll be someone with: Experience in providing trust and estate advice to high net worth individuals (experience of charity clients is a plus but not essential). Proven specialist technical private client experience, and the ability to deal with complex trust tax issues, gained within a practice environment. Experience of reviewing Trust accounts and associated tax accounting aspects (e.g. computing tax pools) Experience of dealing with HNW clients Staff management experience CTA and/or STEP qualified (or equivalent) You'll also be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task in hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we're working side by side. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for our clients and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in them. Across 17 UK locations, we are 6,500 unique minds coming together to help our clients reach their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jun 27, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We'll help you succeed Our Trust Tax team offers a plethora of carefully tailored services to an equally varied range of clients - from UK and offshore Trusts, Charities and Estates, to entrepreneurs, entertainers and more. Part of the Private Client Services team, our expertise plays an integral part of a family's overall tax planning strategy. Here, you'll have the opportunity to expand and strengthen your skillset and gain an invaluable insight into the wider Tax business within BDO. You'll be supported to develop your career and help others do the same, all while undertaking an exciting, varied workload for a broad range of clients. This role is as part of the team responsible for assisting Partners, Directors and other senior staff in servicing clients, directing Trust services and managing people within the Trust team. Trust tax knowledge is essential as is a wider knowledge of personal taxation. The primary day to day responsibility will be to act as a point of contact within the firm for the client together with the other senior staff. You will deal with all matters relating to the management of a portfolio of existing clients including billings and cash collection within the firm's criteria. Key to the role is for the individual to be able to pro-actively manage their own workload, provide overall support to Senior Managers and Directors on client matters and assist Directors in the management of the day-to-day delivery of all trust tax compliance and trust accounts work. You'll be someone with: Experience in providing trust and estate advice to high net worth individuals (experience of charity clients is a plus but not essential). Proven specialist technical private client experience, and the ability to deal with complex trust tax issues, gained within a practice environment. Experience of reviewing Trust accounts and associated tax accounting aspects (e.g. computing tax pools) Experience of dealing with HNW clients Staff management experience CTA and/or STEP qualified (or equivalent) You'll also be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task in hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we're working side by side. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for our clients and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in them. Across 17 UK locations, we are 6,500 unique minds coming together to help our clients reach their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We'll help you succeed Our Trust Tax team offers a plethora of carefully tailored services to an equally varied range of clients - from UK and offshore Trusts, Charities and Estates, to entrepreneurs, entertainers and more. Part of the Private Client Services team, our expertise plays an integral part of a family's overall tax planning strategy. Here, you'll have the opportunity to expand and strengthen your skillset and gain an invaluable insight into the wider Tax business within BDO. You'll be supported to develop your career and help others do the same, all while undertaking an exciting, varied workload for a broad range of clients. This role is as part of the team responsible for assisting Partners, Directors and other senior staff in servicing clients, directing Trust services and managing people within the Trust team. Trust tax knowledge is essential as is a wider knowledge of personal taxation. The primary day to day responsibility will be to act as a point of contact within the firm for the client together with the other senior staff. You will deal with all matters relating to the management of a portfolio of existing clients including billings and cash collection within the firm's criteria. Key to the role is for the individual to be able to pro-actively manage their own workload, provide overall support to Senior Managers and Directors on client matters and assist Directors in the management of the day-to-day delivery of all trust tax compliance and trust accounts work. You'll be someone with: Experience in providing trust and estate advice to high net worth individuals (experience of charity clients is a plus but not essential). Proven specialist technical private client experience, and the ability to deal with complex trust tax issues, gained within a practice environment. Experience of reviewing Trust accounts and associated tax accounting aspects (e.g. computing tax pools) Experience of dealing with HNW clients Staff management experience CTA and/or STEP qualified (or equivalent) You'll also be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task in hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we're working side by side. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for our clients and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in them. Across 17 UK locations, we are 6,500 unique minds coming together to help our clients reach their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jun 27, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We'll help you succeed Our Trust Tax team offers a plethora of carefully tailored services to an equally varied range of clients - from UK and offshore Trusts, Charities and Estates, to entrepreneurs, entertainers and more. Part of the Private Client Services team, our expertise plays an integral part of a family's overall tax planning strategy. Here, you'll have the opportunity to expand and strengthen your skillset and gain an invaluable insight into the wider Tax business within BDO. You'll be supported to develop your career and help others do the same, all while undertaking an exciting, varied workload for a broad range of clients. This role is as part of the team responsible for assisting Partners, Directors and other senior staff in servicing clients, directing Trust services and managing people within the Trust team. Trust tax knowledge is essential as is a wider knowledge of personal taxation. The primary day to day responsibility will be to act as a point of contact within the firm for the client together with the other senior staff. You will deal with all matters relating to the management of a portfolio of existing clients including billings and cash collection within the firm's criteria. Key to the role is for the individual to be able to pro-actively manage their own workload, provide overall support to Senior Managers and Directors on client matters and assist Directors in the management of the day-to-day delivery of all trust tax compliance and trust accounts work. You'll be someone with: Experience in providing trust and estate advice to high net worth individuals (experience of charity clients is a plus but not essential). Proven specialist technical private client experience, and the ability to deal with complex trust tax issues, gained within a practice environment. Experience of reviewing Trust accounts and associated tax accounting aspects (e.g. computing tax pools) Experience of dealing with HNW clients Staff management experience CTA and/or STEP qualified (or equivalent) You'll also be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task in hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we're working side by side. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for our clients and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in them. Across 17 UK locations, we are 6,500 unique minds coming together to help our clients reach their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. You'll be 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 are looking for someone who: Has an in depth, up to date knowledge of taxation with experience of advising high net worth individuals, their families and wealth protection structures. Has strong experience and the ability to lead projects in succession planning for multi-generational families and provide support to the wider private client team as a technical expert on a wide range of inheritance tax matters. Experience advising in the trusts and estates specialist area and working with trustees and wealth advisory teams on the tax considerations Has experience of managing a complex portfolio of clients including taking control of client take-on and engagement, commercial management and identification of new opportunities. Has an understanding of potential risks to the firm arising from various aspects of client engagement. Can guide and supervise less experienced colleagues. Can support, train, mentor and advise others. Will challenge current practice - driving improvements and championing change. Takes personal responsibility for own decisions and actions and those of others. Leads projects of varying scale and complexity. Is educated to degree level and is CTA and/or ACA qualified or equivalent. Consult with colleagues and Partners on technical and risk matters. Operate at the highest level of technical excellence and knowledge. 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 27, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. You'll be 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 are looking for someone who: Has an in depth, up to date knowledge of taxation with experience of advising high net worth individuals, their families and wealth protection structures. Has strong experience and the ability to lead projects in succession planning for multi-generational families and provide support to the wider private client team as a technical expert on a wide range of inheritance tax matters. Experience advising in the trusts and estates specialist area and working with trustees and wealth advisory teams on the tax considerations Has experience of managing a complex portfolio of clients including taking control of client take-on and engagement, commercial management and identification of new opportunities. Has an understanding of potential risks to the firm arising from various aspects of client engagement. Can guide and supervise less experienced colleagues. Can support, train, mentor and advise others. Will challenge current practice - driving improvements and championing change. Takes personal responsibility for own decisions and actions and those of others. Leads projects of varying scale and complexity. Is educated to degree level and is CTA and/or ACA qualified or equivalent. Consult with colleagues and Partners on technical and risk matters. Operate at the highest level of technical excellence and knowledge. 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. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We'll help you succeed Our Trust Tax team offers a plethora of carefully tailored services to an equally varied range of clients - from UK and offshore Trusts, Charities and Estates, to entrepreneurs, entertainers and more. Part of the Private Client Services team, our expertise plays an integral part of a family's overall tax planning strategy. Here, you'll have the opportunity to expand and strengthen your skillset and gain an invaluable insight into the wider Tax business within BDO. You'll be supported to develop your career and help others do the same, all while undertaking an exciting, varied workload for a broad range of clients. This role is as part of the team responsible for assisting Partners, Directors and other senior staff in servicing clients, directing Trust services and managing people within the Trust team. Trust tax knowledge is essential as is a wider knowledge of personal taxation. The primary day to day responsibility will be to act as a point of contact within the firm for the client together with the other senior staff. You will deal with all matters relating to the management of a portfolio of existing clients including billings and cash collection within the firm's criteria. Key to the role is for the individual to be able to pro-actively manage their own workload, provide overall support to Senior Managers and Directors on client matters and assist Directors in the management of the day-to-day delivery of all trust tax compliance and trust accounts work. You'll be someone with: Experience in providing trust and estate advice to high net worth individuals (experience of charity clients is a plus but not essential). Proven specialist technical private client experience, and the ability to deal with complex trust tax issues, gained within a practice environment. Experience of reviewing Trust accounts and associated tax accounting aspects (e.g. computing tax pools) Experience of dealing with HNW clients Staff management experience CTA and/or STEP qualified (or equivalent) You'll also be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task in hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we're working side by side. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for our clients and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in them. Across 17 UK locations, we are 6,500 unique minds coming together to help our clients reach their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jun 27, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We'll help you succeed Our Trust Tax team offers a plethora of carefully tailored services to an equally varied range of clients - from UK and offshore Trusts, Charities and Estates, to entrepreneurs, entertainers and more. Part of the Private Client Services team, our expertise plays an integral part of a family's overall tax planning strategy. Here, you'll have the opportunity to expand and strengthen your skillset and gain an invaluable insight into the wider Tax business within BDO. You'll be supported to develop your career and help others do the same, all while undertaking an exciting, varied workload for a broad range of clients. This role is as part of the team responsible for assisting Partners, Directors and other senior staff in servicing clients, directing Trust services and managing people within the Trust team. Trust tax knowledge is essential as is a wider knowledge of personal taxation. The primary day to day responsibility will be to act as a point of contact within the firm for the client together with the other senior staff. You will deal with all matters relating to the management of a portfolio of existing clients including billings and cash collection within the firm's criteria. Key to the role is for the individual to be able to pro-actively manage their own workload, provide overall support to Senior Managers and Directors on client matters and assist Directors in the management of the day-to-day delivery of all trust tax compliance and trust accounts work. You'll be someone with: Experience in providing trust and estate advice to high net worth individuals (experience of charity clients is a plus but not essential). Proven specialist technical private client experience, and the ability to deal with complex trust tax issues, gained within a practice environment. Experience of reviewing Trust accounts and associated tax accounting aspects (e.g. computing tax pools) Experience of dealing with HNW clients Staff management experience CTA and/or STEP qualified (or equivalent) You'll also be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task in hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we're working side by side. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for our clients and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in them. Across 17 UK locations, we are 6,500 unique minds coming together to help our clients reach their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We'll help you succeed Our Trust Tax team offers a plethora of carefully tailored services to an equally varied range of clients - from UK and offshore Trusts, Charities and Estates, to entrepreneurs, entertainers and more. Part of the Private Client Services team, our expertise plays an integral part of a family's overall tax planning strategy. Here, you'll have the opportunity to expand and strengthen your skillset and gain an invaluable insight into the wider Tax business within BDO. You'll be supported to develop your career and help others do the same, all while undertaking an exciting, varied workload for a broad range of clients. This role is as part of the team responsible for assisting Partners, Directors and other senior staff in servicing clients, directing Trust services and managing people within the Trust team. Trust tax knowledge is essential as is a wider knowledge of personal taxation. The primary day to day responsibility will be to act as a point of contact within the firm for the client together with the other senior staff. You will deal with all matters relating to the management of a portfolio of existing clients including billings and cash collection within the firm's criteria. Key to the role is for the individual to be able to pro-actively manage their own workload, provide overall support to Senior Managers and Directors on client matters and assist Directors in the management of the day-to-day delivery of all trust tax compliance and trust accounts work. You'll be someone with: Experience in providing trust and estate advice to high net worth individuals (experience of charity clients is a plus but not essential). Proven specialist technical private client experience, and the ability to deal with complex trust tax issues, gained within a practice environment. Experience of reviewing Trust accounts and associated tax accounting aspects (e.g. computing tax pools) Experience of dealing with HNW clients Staff management experience CTA and/or STEP qualified (or equivalent) You'll also be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task in hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we're working side by side. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for our clients and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in them. Across 17 UK locations, we are 6,500 unique minds coming together to help our clients reach their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better. Rewards & Benefits We offer a wide range of core and voluntary benefits, with a few examples below. Health and Wellness Programmes We promote a positive working environment where our people can thrive. Pension Plan A Group Personal Pension Plan, with matched employer contributions. Private Medical Access to private medical treatment for you and your family. Income Protection Plan Provides a proportion of your basic salary if you suffer a loss of earnings because of illness or injury. Holidays Our holiday benefit enables you to purchase up to 10 days of additional leave. Bike to work scheme A convenient, environmentally friendly and tax-effective way to acquire a bike for travelling to and from work.
Jun 27, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We'll help you succeed Our Trust Tax team offers a plethora of carefully tailored services to an equally varied range of clients - from UK and offshore Trusts, Charities and Estates, to entrepreneurs, entertainers and more. Part of the Private Client Services team, our expertise plays an integral part of a family's overall tax planning strategy. Here, you'll have the opportunity to expand and strengthen your skillset and gain an invaluable insight into the wider Tax business within BDO. You'll be supported to develop your career and help others do the same, all while undertaking an exciting, varied workload for a broad range of clients. This role is as part of the team responsible for assisting Partners, Directors and other senior staff in servicing clients, directing Trust services and managing people within the Trust team. Trust tax knowledge is essential as is a wider knowledge of personal taxation. The primary day to day responsibility will be to act as a point of contact within the firm for the client together with the other senior staff. You will deal with all matters relating to the management of a portfolio of existing clients including billings and cash collection within the firm's criteria. Key to the role is for the individual to be able to pro-actively manage their own workload, provide overall support to Senior Managers and Directors on client matters and assist Directors in the management of the day-to-day delivery of all trust tax compliance and trust accounts work. You'll be someone with: Experience in providing trust and estate advice to high net worth individuals (experience of charity clients is a plus but not essential). Proven specialist technical private client experience, and the ability to deal with complex trust tax issues, gained within a practice environment. Experience of reviewing Trust accounts and associated tax accounting aspects (e.g. computing tax pools) Experience of dealing with HNW clients Staff management experience CTA and/or STEP qualified (or equivalent) You'll also be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task in hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we're working side by side. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for our clients and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in them. Across 17 UK locations, we are 6,500 unique minds coming together to help our clients reach their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better. Rewards & Benefits We offer a wide range of core and voluntary benefits, with a few examples below. Health and Wellness Programmes We promote a positive working environment where our people can thrive. Pension Plan A Group Personal Pension Plan, with matched employer contributions. Private Medical Access to private medical treatment for you and your family. Income Protection Plan Provides a proportion of your basic salary if you suffer a loss of earnings because of illness or injury. Holidays Our holiday benefit enables you to purchase up to 10 days of additional leave. Bike to work scheme A convenient, environmentally friendly and tax-effective way to acquire a bike for travelling to and from work.
Company details and job overview: This established and reputable accountancy and business services firm, based in Chester, supports a wide range of clients across multiple sectors, offering bookkeeping, VAT, management accounts, tax, and year-end support. The firm is proud of its professional yet friendly working culture and its long-standing relationships with clients across the region. The business is seeking an experienced Tax Specialist to join a supportive and collaborative team. The successful candidate will be responsible for delivering a comprehensive range of tax services in full compliance with relevant laws and regulations, ensuring all deadlines are met. The role involves building strong client relationships and providing high-quality tax planning, consultancy, and specialist advice. Key Responsibilities: • Provide expert advice across a broad range of tax matters, including: - Corporate Tax - International and Inheritance Tax - Personal Tax - Trusts and Estates - VAT and Indirect Taxation - National Insurance • Interpret and apply UK and international tax legislation, delivering clear and actionable guidance to clients. • Build strong relationships with clients, conducting meetings to gather relevant information and communicate complex tax issues in a clear and accessible manner. • Represent clients in negotiations with HMRC and other regulatory bodies. • Advise on tax strategy, business structuring, and long-term financial planning. • Draft legal and tax-related documents, including Wills, Powers of Attorney, and trust agreements. • Undertake estate planning, including residency, domicile status, and inheritance tax considerations. • Conduct in-depth research and maintain up-to-date knowledge of evolving tax legislation and compliance requirements. • Prepare and present detailed tax computations, written reports, and client-facing presentations. • Support clients with environmental tax obligations, customs planning, and efficient VAT structuring. Qualifications and Requirements: • ATT or CTA qualified (or equivalent level of expertise). • Strong numeracy and analytical skills. • Ability to explain complex tax legislation in clear terms. • Excellent interpersonal and written communication. • Strong negotiation and client relationship management. • Commercial awareness and discretion with sensitive information. • Advanced knowledge of Microsoft Excel. • Highly organised, detail-oriented, and able to manage competing deadlines. Benefits: • Competitive salary (dependent on experience) • 24 days annual leave plus bank holidays, including Christmas shutdown • Discretionary flexibility around start/finish times (core hours 7.5 per day) • Opportunities for professional development and long-term progression • Supportive, collaborative team culture • Free on-site parking and excellent location This vacancy is being handled by Thomas Hoather - Kenton Black Finance. Kenton Black Finance operate across the UK as a market leading recruitment partner, specialising in the attraction of finance talent across both permanent and interim requirements. With a team of dedicated experts, each with longevity operating in the finance arena, we maintain a proven track record and have established partnerships with businesses both large, small and those in their infancy. Market leaders, we provide recruitment solutions from entry level finance to directorship professionals. Operating from local offices in Preston, Manchester, Leeds, Liverpool, Birmingham and Glasgow, Kenton Black Finance remain a dynamic and effective recruitment partner who represent and attract only the finest finance talent in the local area and across the UK.
Jun 27, 2025
Full time
Company details and job overview: This established and reputable accountancy and business services firm, based in Chester, supports a wide range of clients across multiple sectors, offering bookkeeping, VAT, management accounts, tax, and year-end support. The firm is proud of its professional yet friendly working culture and its long-standing relationships with clients across the region. The business is seeking an experienced Tax Specialist to join a supportive and collaborative team. The successful candidate will be responsible for delivering a comprehensive range of tax services in full compliance with relevant laws and regulations, ensuring all deadlines are met. The role involves building strong client relationships and providing high-quality tax planning, consultancy, and specialist advice. Key Responsibilities: • Provide expert advice across a broad range of tax matters, including: - Corporate Tax - International and Inheritance Tax - Personal Tax - Trusts and Estates - VAT and Indirect Taxation - National Insurance • Interpret and apply UK and international tax legislation, delivering clear and actionable guidance to clients. • Build strong relationships with clients, conducting meetings to gather relevant information and communicate complex tax issues in a clear and accessible manner. • Represent clients in negotiations with HMRC and other regulatory bodies. • Advise on tax strategy, business structuring, and long-term financial planning. • Draft legal and tax-related documents, including Wills, Powers of Attorney, and trust agreements. • Undertake estate planning, including residency, domicile status, and inheritance tax considerations. • Conduct in-depth research and maintain up-to-date knowledge of evolving tax legislation and compliance requirements. • Prepare and present detailed tax computations, written reports, and client-facing presentations. • Support clients with environmental tax obligations, customs planning, and efficient VAT structuring. Qualifications and Requirements: • ATT or CTA qualified (or equivalent level of expertise). • Strong numeracy and analytical skills. • Ability to explain complex tax legislation in clear terms. • Excellent interpersonal and written communication. • Strong negotiation and client relationship management. • Commercial awareness and discretion with sensitive information. • Advanced knowledge of Microsoft Excel. • Highly organised, detail-oriented, and able to manage competing deadlines. Benefits: • Competitive salary (dependent on experience) • 24 days annual leave plus bank holidays, including Christmas shutdown • Discretionary flexibility around start/finish times (core hours 7.5 per day) • Opportunities for professional development and long-term progression • Supportive, collaborative team culture • Free on-site parking and excellent location This vacancy is being handled by Thomas Hoather - Kenton Black Finance. Kenton Black Finance operate across the UK as a market leading recruitment partner, specialising in the attraction of finance talent across both permanent and interim requirements. With a team of dedicated experts, each with longevity operating in the finance arena, we maintain a proven track record and have established partnerships with businesses both large, small and those in their infancy. Market leaders, we provide recruitment solutions from entry level finance to directorship professionals. Operating from local offices in Preston, Manchester, Leeds, Liverpool, Birmingham and Glasgow, Kenton Black Finance remain a dynamic and effective recruitment partner who represent and attract only the finest finance talent in the local area and across the UK.
Tax and Trusts Director Salary: Up to 105,000 + Benefits Location: London An established and highly regarded Private Client Tax and Trusts practice is seeking an experienced Tax and Trusts Director to join its London office. This role offers the opportunity to work with high-net-worth individuals (HNWIs), entrepreneurs, and trustees, providing bespoke tax planning and wealth management solutions. This position is ideal for a professional looking to step into a leadership role with a firm that values client service, technical excellence, and long-term relationships. As a Tax and Trusts Director, you will: Lead advisory projects across trust structuring, inheritance tax planning, estate planning, and family wealth preservation Manage a portfolio of HNWIs, trusts, and estates, delivering strategic tax advice Provide thought leadership in complex tax matters, keeping clients ahead of regulatory changes Collaborate with senior leadership on business development and client engagement Support the team with mentoring, training, and technical development The ideal candidate will have: Extensive experience in private client tax and trusts advisory A CTA/STEP qualification (or equivalent) Strong technical knowledge of UK tax law relating to trusts, estates, and inheritance tax Proven business development and client relationship management skills Leadership capabilities to mentor and develop junior team members What?s on Offer: This role offers a competitive salary and benefits package, along with: Hybrid working arrangements Exposure to a diverse, high-profile client base Opportunities for career progression within a growing and dynamic team A collaborative and supportive culture If you are passionate about Trusts and looking to take the next step in your career, submit your CV by applying to this advert or email for more information and to arrange a confidential conversation. This vacancy is being advertised by Advanced Resource Managers. ARM is a specialist talent acquisition and management consultancy. We provide technical contingency recruitment and a portfolio of more complex resource solutions. Our specialist recruitment divisions cover the entire technical arena, including some of the most economically and strategically important industries in the UK and the world today. We will never send your CV without your permission. Disclaimer: This vacancy is being advertised by either Advanced Resource Managers Limited, Advanced Resource Managers IT Limited or Advanced Resource Managers Engineering Limited ("ARM"). ARM is a specialist talent acquisition and management consultancy. We provide technical contingency recruitment and a portfolio of more complex resource solutions. Our specialist recruitment divisions cover the entire technical arena, including some of the most economically and strategically important industries in the UK and the world today. We will never send your CV without your permission.
Mar 09, 2025
Full time
Tax and Trusts Director Salary: Up to 105,000 + Benefits Location: London An established and highly regarded Private Client Tax and Trusts practice is seeking an experienced Tax and Trusts Director to join its London office. This role offers the opportunity to work with high-net-worth individuals (HNWIs), entrepreneurs, and trustees, providing bespoke tax planning and wealth management solutions. This position is ideal for a professional looking to step into a leadership role with a firm that values client service, technical excellence, and long-term relationships. As a Tax and Trusts Director, you will: Lead advisory projects across trust structuring, inheritance tax planning, estate planning, and family wealth preservation Manage a portfolio of HNWIs, trusts, and estates, delivering strategic tax advice Provide thought leadership in complex tax matters, keeping clients ahead of regulatory changes Collaborate with senior leadership on business development and client engagement Support the team with mentoring, training, and technical development The ideal candidate will have: Extensive experience in private client tax and trusts advisory A CTA/STEP qualification (or equivalent) Strong technical knowledge of UK tax law relating to trusts, estates, and inheritance tax Proven business development and client relationship management skills Leadership capabilities to mentor and develop junior team members What?s on Offer: This role offers a competitive salary and benefits package, along with: Hybrid working arrangements Exposure to a diverse, high-profile client base Opportunities for career progression within a growing and dynamic team A collaborative and supportive culture If you are passionate about Trusts and looking to take the next step in your career, submit your CV by applying to this advert or email for more information and to arrange a confidential conversation. This vacancy is being advertised by Advanced Resource Managers. ARM is a specialist talent acquisition and management consultancy. We provide technical contingency recruitment and a portfolio of more complex resource solutions. Our specialist recruitment divisions cover the entire technical arena, including some of the most economically and strategically important industries in the UK and the world today. We will never send your CV without your permission. Disclaimer: This vacancy is being advertised by either Advanced Resource Managers Limited, Advanced Resource Managers IT Limited or Advanced Resource Managers Engineering Limited ("ARM"). ARM is a specialist talent acquisition and management consultancy. We provide technical contingency recruitment and a portfolio of more complex resource solutions. Our specialist recruitment divisions cover the entire technical arena, including some of the most economically and strategically important industries in the UK and the world today. We will never send your CV without your permission.
London We are delighted to be partnering with a prestigious Real Estate Tax team within a Big 4 firm that is looking to expand. You don't need prior Real Estate experience- what matters most is a strong foundation in Corporate Tax and more importantly the desire/will to develop . The team will support and develop you into a specialist, helping you build your expertise and establish yourself as a trusted advisor in this dynamic sector. About the Team In Real Estate Tax , this team goes beyond compliance-they help clients unlock the full potential of their real estate assets. The team advises a diverse client base, including: Real estate funds Global institutional investors REITs Private investors The public sector They provide tax structuring, compliance, and due diligence services across the UK and pan-European real estate markets , covering sectors such as: Commercial & office spaces Student housing Industrial logistics Retail & hotels What You'll Be Doing As an Assistant Manager , you'll play a key role in this high-performing team, benefiting from long-standing expertise and a collaborative environment . Your work will involve: Advising on major real estate transactions, from £60m to over £1bn , across multiple jurisdictions Engaging with high-profile clients on complex, cutting-edge projects Taking ownership of your work, with support from Partners and Directors Contributing to business development and building client relationships What We're Looking For ACA / ACCA / CTA qualified (or equivalent) Strong UK Corporate Tax experience A proactive, self-starter mindset with a desire to grow within Real Estate Tax No prior Real Estate experience? No problem. If you're eager to learn, the team will provide the necessary training and a mentor to help you succeed. What's in It for You? The opportunity to specialise in a thriving sector with strong career progression Work alongside some of the biggest names in the market Be part of a growing team advising on major, multi-jurisdictional deals If you're a motivated tax professional please do get in touch on or email As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Feb 21, 2025
Full time
London We are delighted to be partnering with a prestigious Real Estate Tax team within a Big 4 firm that is looking to expand. You don't need prior Real Estate experience- what matters most is a strong foundation in Corporate Tax and more importantly the desire/will to develop . The team will support and develop you into a specialist, helping you build your expertise and establish yourself as a trusted advisor in this dynamic sector. About the Team In Real Estate Tax , this team goes beyond compliance-they help clients unlock the full potential of their real estate assets. The team advises a diverse client base, including: Real estate funds Global institutional investors REITs Private investors The public sector They provide tax structuring, compliance, and due diligence services across the UK and pan-European real estate markets , covering sectors such as: Commercial & office spaces Student housing Industrial logistics Retail & hotels What You'll Be Doing As an Assistant Manager , you'll play a key role in this high-performing team, benefiting from long-standing expertise and a collaborative environment . Your work will involve: Advising on major real estate transactions, from £60m to over £1bn , across multiple jurisdictions Engaging with high-profile clients on complex, cutting-edge projects Taking ownership of your work, with support from Partners and Directors Contributing to business development and building client relationships What We're Looking For ACA / ACCA / CTA qualified (or equivalent) Strong UK Corporate Tax experience A proactive, self-starter mindset with a desire to grow within Real Estate Tax No prior Real Estate experience? No problem. If you're eager to learn, the team will provide the necessary training and a mentor to help you succeed. What's in It for You? The opportunity to specialise in a thriving sector with strong career progression Work alongside some of the biggest names in the market Be part of a growing team advising on major, multi-jurisdictional deals If you're a motivated tax professional please do get in touch on or email As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Alternative Funds Tax - Manager Apply locations London time type Full time posted on Posted 30+ Days Ago job requisition id R More than you expected Grant Thornton UK LLP is part of a global network of independent audit, tax and advisory firms, made up of some 73,000 people 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: Grant Thornton's Alternative Funds Tax team provides tax advisory, transactions and compliance services to alternative funds and their investment managers across all asset classes including private equity, venture capital, private debt, hedge funds, real estate, infrastructure and crypto assets. The team's client portfolio spans the breadth of the asset management sector, serving traditional asset managers, financial services institutions, private equity funds, alternative investors, the real estate sector, wealth managers, hedge funds, UK pension funds, and global institutional investors. We combine technical expertise with a commercial approach, to build a strong trusted adviser relationship with our clients. The Alternative Funds Tax team sits as part of the wider Financial Services Tax team, which provides tax services to a variety of clients in the Financial Services market across Wealth and Asset Management; Banking and Capital Markets; and Insurance sectors. We have ambitious growth plans and are looking for an experienced, enthusiastic Manager with strong UK tax compliance experience to join our team in London. The role is compliance-focused but given the dynamic nature of the alternative funds industry, the role will give you the opportunity to work on domestic and international structuring, transactions and advisory projects, in addition to a varied portfolio of tax compliance and investor reporting engagements. You will be responsible for managing the full suite of tax compliance for asset managers and the funds they manage, including trading corporates, trading partnerships, investment partnerships, investor reporting and more. Part of the role will focus on working alongside the partner group in building strong client relationships within the current and target client base. Working in practice means that the job is, by its nature, different every day and we want someone who is actively looking for this challenge. An agile approach to working with different projects and people is therefore essential. We're happy to talk flexible working and consider reduced hours and job shares, we'll support you to balance your work and life. A look into the role As an Alternative Funds Tax Manager, you will: be given significant exposure to clients, working alongside UK and international asset managers to manage their tax compliance obligations; facilitate a smooth compliance process for clients, including operational matters such as financial management responsibilities, billing and debtor management; manage client relationships and, together with the senior team, deliver solutions on standalone advisory projects; be given early responsibility for producing high quality client deliverables whilst developing your commercial understanding of alternative investment management and the tax issues relevant to the sector; support business development, which is fundamental to our success. You'll be involved in growing the business whether that's through identifying opportunities on existing clients by developing the client relationship or winning new work; have access to the firm's training and development opportunities to broaden your technical and commercial skillsets. You'll have the opportunity to network internally and are afforded a great deal of access to our Partner and Director team; be a role model for junior members of the team, supporting and championing their development and being involved in our coaching and upskilling efforts; work within a high performing, specialist financial services team that will support your development and enable you to thrive. Knowing you're right for us Joining us as a Manager, the minimum criteria you'll need is a professional qualification (CTA / ACA / ACCA or equivalent), and to be confident managing a portfolio of clients. 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. Strong tax technical skills and an interest in the asset management sector (previous experience of working with one of the alternative asset classes (private equity, venture capital, private credit etc.) is preferred but is not essential). Mix of corporate and partnership tax compliance experience. A track record of leading projects, with a focus on accountability, high quality and timely delivery. Self-motivated and strong team player. Excellent interpersonal skills are required in addition to strong oral and written communication skills. Familiarity with Alpha tax, CCH personal tax, Power BI, Microsoft Office, and other relevant software. Experience of coaching and developing more junior team members. 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. 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. The impact you can make here will go far beyond your day job. From secondments, to fundraising for local charities, or investing in entrepreneurs in the developing world, you'll be giving back to society. It's that drive to do the right thing that runs through our every move, grounded in our firm's values - purposefully driven, actively curious and candid but kind. 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.
Feb 18, 2025
Full time
Alternative Funds Tax - Manager Apply locations London time type Full time posted on Posted 30+ Days Ago job requisition id R More than you expected Grant Thornton UK LLP is part of a global network of independent audit, tax and advisory firms, made up of some 73,000 people 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: Grant Thornton's Alternative Funds Tax team provides tax advisory, transactions and compliance services to alternative funds and their investment managers across all asset classes including private equity, venture capital, private debt, hedge funds, real estate, infrastructure and crypto assets. The team's client portfolio spans the breadth of the asset management sector, serving traditional asset managers, financial services institutions, private equity funds, alternative investors, the real estate sector, wealth managers, hedge funds, UK pension funds, and global institutional investors. We combine technical expertise with a commercial approach, to build a strong trusted adviser relationship with our clients. The Alternative Funds Tax team sits as part of the wider Financial Services Tax team, which provides tax services to a variety of clients in the Financial Services market across Wealth and Asset Management; Banking and Capital Markets; and Insurance sectors. We have ambitious growth plans and are looking for an experienced, enthusiastic Manager with strong UK tax compliance experience to join our team in London. The role is compliance-focused but given the dynamic nature of the alternative funds industry, the role will give you the opportunity to work on domestic and international structuring, transactions and advisory projects, in addition to a varied portfolio of tax compliance and investor reporting engagements. You will be responsible for managing the full suite of tax compliance for asset managers and the funds they manage, including trading corporates, trading partnerships, investment partnerships, investor reporting and more. Part of the role will focus on working alongside the partner group in building strong client relationships within the current and target client base. Working in practice means that the job is, by its nature, different every day and we want someone who is actively looking for this challenge. An agile approach to working with different projects and people is therefore essential. We're happy to talk flexible working and consider reduced hours and job shares, we'll support you to balance your work and life. A look into the role As an Alternative Funds Tax Manager, you will: be given significant exposure to clients, working alongside UK and international asset managers to manage their tax compliance obligations; facilitate a smooth compliance process for clients, including operational matters such as financial management responsibilities, billing and debtor management; manage client relationships and, together with the senior team, deliver solutions on standalone advisory projects; be given early responsibility for producing high quality client deliverables whilst developing your commercial understanding of alternative investment management and the tax issues relevant to the sector; support business development, which is fundamental to our success. You'll be involved in growing the business whether that's through identifying opportunities on existing clients by developing the client relationship or winning new work; have access to the firm's training and development opportunities to broaden your technical and commercial skillsets. You'll have the opportunity to network internally and are afforded a great deal of access to our Partner and Director team; be a role model for junior members of the team, supporting and championing their development and being involved in our coaching and upskilling efforts; work within a high performing, specialist financial services team that will support your development and enable you to thrive. Knowing you're right for us Joining us as a Manager, the minimum criteria you'll need is a professional qualification (CTA / ACA / ACCA or equivalent), and to be confident managing a portfolio of clients. 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. Strong tax technical skills and an interest in the asset management sector (previous experience of working with one of the alternative asset classes (private equity, venture capital, private credit etc.) is preferred but is not essential). Mix of corporate and partnership tax compliance experience. A track record of leading projects, with a focus on accountability, high quality and timely delivery. Self-motivated and strong team player. Excellent interpersonal skills are required in addition to strong oral and written communication skills. Familiarity with Alpha tax, CCH personal tax, Power BI, Microsoft Office, and other relevant software. Experience of coaching and developing more junior team members. 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. 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. The impact you can make here will go far beyond your day job. From secondments, to fundraising for local charities, or investing in entrepreneurs in the developing world, you'll be giving back to society. It's that drive to do the right thing that runs through our every move, grounded in our firm's values - purposefully driven, actively curious and candid but kind. 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.
Are you looking for that clear pathway to becoming a Partner? Are you interested in working for a rapidly evolving company? Ready to become a leader in your specialist field? Who are Azets Azets are a leading firm of Accountants and Business Advisers operating across the UK, Ireland and the Nordics. We have a wide network of employees and an abundance of inspiring opportunities to join one of our many offices! We are a top ten accountancy firm in the UK and are the number one largest SME practice. The Opportunity Working closely with industry-leading Partners, the Director will perform an advisory-focused, client-facing role. In addition to undertaking personal tax planning projects, they will oversee a team of experienced advisers, manage client relationships, and play a role in developing new business. Focusing on advisory - demonstrating the ability to fact find with clients, to deliver reports and ensure recommendations are included as well as step plans for implementation. Identify tax-sensitive expenditure and wider tax issues. Support the Tax Partners closely to deliver tax advisory services. Manage the private client tax team by hearing the voice of your team members, conduct appraisals, and provide coaching of assignments to support the development of team skills. Establish strong working relationships with your own portfolio of clients through assignments and regular contact, including attending client meetings. Monitor your own utilisation, productivity, and WIP. Confidently provide guidance and feedback to others in the team. What are we looking for? CTA equivalent qualified; STEP qualified would be an advantage to take on IHT and CGT advisory work. Experience of dealing with HNW individuals, IHT, and trusts and estates. Strong technical knowledge and the ability to carry out research into complex areas of tax legislation, particularly in respect of IHT and trusts. Ability to seek new business opportunities. What's in it for you? Our benefits include hybrid & flexible working, birthday leave, professional subscription, and much more. You can find out more about how we reward our colleagues - Careers Rewards And Benefits Azets UK
Feb 17, 2025
Full time
Are you looking for that clear pathway to becoming a Partner? Are you interested in working for a rapidly evolving company? Ready to become a leader in your specialist field? Who are Azets Azets are a leading firm of Accountants and Business Advisers operating across the UK, Ireland and the Nordics. We have a wide network of employees and an abundance of inspiring opportunities to join one of our many offices! We are a top ten accountancy firm in the UK and are the number one largest SME practice. The Opportunity Working closely with industry-leading Partners, the Director will perform an advisory-focused, client-facing role. In addition to undertaking personal tax planning projects, they will oversee a team of experienced advisers, manage client relationships, and play a role in developing new business. Focusing on advisory - demonstrating the ability to fact find with clients, to deliver reports and ensure recommendations are included as well as step plans for implementation. Identify tax-sensitive expenditure and wider tax issues. Support the Tax Partners closely to deliver tax advisory services. Manage the private client tax team by hearing the voice of your team members, conduct appraisals, and provide coaching of assignments to support the development of team skills. Establish strong working relationships with your own portfolio of clients through assignments and regular contact, including attending client meetings. Monitor your own utilisation, productivity, and WIP. Confidently provide guidance and feedback to others in the team. What are we looking for? CTA equivalent qualified; STEP qualified would be an advantage to take on IHT and CGT advisory work. Experience of dealing with HNW individuals, IHT, and trusts and estates. Strong technical knowledge and the ability to carry out research into complex areas of tax legislation, particularly in respect of IHT and trusts. Ability to seek new business opportunities. What's in it for you? Our benefits include hybrid & flexible working, birthday leave, professional subscription, and much more. You can find out more about how we reward our colleagues - Careers Rewards And Benefits Azets UK
Corporate Tax Associate Director - Private Equity and Transactions Apply locations London time type Full time posted on Posted 6 Days Ago job requisition id R More than you expected Grant Thornton UK LLP is part of a global network of independent audit, tax and advisory firms, made up of some 73,000 people 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. Every day our teams help people in businesses and communities to do what is right and achieve their goals. Our Private Capital corporate tax team specializes in looking after exciting entrepreneurial businesses - we focus on the tax affairs of privately owned and private equity backed companies. These are exciting businesses to work with, they are dynamic, entrepreneurial and often fast growing and they need us to help them navigate their increasingly complex tax compliance obligations and support with a range of tax advisory projects as they grow, restructure and consider succession planning. Our approach is to work hard to build a strong trusted adviser relationship - we listen to what they want to achieve from a business and a personal perspective and help them do so in the most tax efficient way. We are part of a much wider national tax practice that also consists of corporate and multinational (who deal with groups with significant multi-national footprint and inhouse tax functions) and our specialist services (innovation tax, employment taxes, VAT and real estate). We are able to draw on this specialist expertise to support our Private Capital clients as they grow. A look into the role As a member of our Private Capital corporate tax team you will have the opportunity to work with a varied client base, from owner-managed business to private equity backed businesses. As an Associate Director within our Private Capital corporate tax team, you will: Be advising a broad range of clients on a range of tax issues, covering a broad range of advisory projects Be actively involved in client meetings, concisely and confidently answering client queries Engender trust and respect from clients by producing high quality tax advice accurately, delivering on expectations and deadlines Lead from the front in regards to delivering client work, engaging with the 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 Provide intelligent and creative solutions to client tax issues both reactively and proactively, taking an active approach to cross-selling wider solutions for other teams around the GT network. Lead on pitch/proposals. You'll actively grow the business by being present in the market and demonstrating our capabilities to clients and targets. Knowing you're right for us Joining us as an Associate Director, the minimum criteria you'll need is a professional qualification (CTA/ACA/ACCA or equivalent) with post qualification experience, and to be confident managing a portfolio of entrepreneurial business clients. It would be great if you 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: You'll have experience of working with PE backed businesses, ideally with some transactions experience You'll have reviewed work and supervised people in a tax environment You'll have gained experience working within a professional services environment You'll have experience of managing a large portfolio of tax clients You'll have demonstrable Business Development experience An eagerness to develop deep knowledge of the firm's services and capabilities 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. All gender identities and sexual orientations are welcome to apply for any position within Grant Thornton and our flexible, non-gender specific dress code encourages everyone to dress for their diary. 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. 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. The impact you can make here will go far beyond your day job. From secondments, to fundraising for local charities, or investing in entrepreneurs in the developing world, you'll be giving back to society. It's that drive to do the right thing that runs through our every move, grounded in our CLEARR values - Collaboration, Leadership, Excellence, Agility, Respect and Responsibility. 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.
Feb 04, 2025
Full time
Corporate Tax Associate Director - Private Equity and Transactions Apply locations London time type Full time posted on Posted 6 Days Ago job requisition id R More than you expected Grant Thornton UK LLP is part of a global network of independent audit, tax and advisory firms, made up of some 73,000 people 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. Every day our teams help people in businesses and communities to do what is right and achieve their goals. Our Private Capital corporate tax team specializes in looking after exciting entrepreneurial businesses - we focus on the tax affairs of privately owned and private equity backed companies. These are exciting businesses to work with, they are dynamic, entrepreneurial and often fast growing and they need us to help them navigate their increasingly complex tax compliance obligations and support with a range of tax advisory projects as they grow, restructure and consider succession planning. Our approach is to work hard to build a strong trusted adviser relationship - we listen to what they want to achieve from a business and a personal perspective and help them do so in the most tax efficient way. We are part of a much wider national tax practice that also consists of corporate and multinational (who deal with groups with significant multi-national footprint and inhouse tax functions) and our specialist services (innovation tax, employment taxes, VAT and real estate). We are able to draw on this specialist expertise to support our Private Capital clients as they grow. A look into the role As a member of our Private Capital corporate tax team you will have the opportunity to work with a varied client base, from owner-managed business to private equity backed businesses. As an Associate Director within our Private Capital corporate tax team, you will: Be advising a broad range of clients on a range of tax issues, covering a broad range of advisory projects Be actively involved in client meetings, concisely and confidently answering client queries Engender trust and respect from clients by producing high quality tax advice accurately, delivering on expectations and deadlines Lead from the front in regards to delivering client work, engaging with the 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 Provide intelligent and creative solutions to client tax issues both reactively and proactively, taking an active approach to cross-selling wider solutions for other teams around the GT network. Lead on pitch/proposals. You'll actively grow the business by being present in the market and demonstrating our capabilities to clients and targets. Knowing you're right for us Joining us as an Associate Director, the minimum criteria you'll need is a professional qualification (CTA/ACA/ACCA or equivalent) with post qualification experience, and to be confident managing a portfolio of entrepreneurial business clients. It would be great if you 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: You'll have experience of working with PE backed businesses, ideally with some transactions experience You'll have reviewed work and supervised people in a tax environment You'll have gained experience working within a professional services environment You'll have experience of managing a large portfolio of tax clients You'll have demonstrable Business Development experience An eagerness to develop deep knowledge of the firm's services and capabilities 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. All gender identities and sexual orientations are welcome to apply for any position within Grant Thornton and our flexible, non-gender specific dress code encourages everyone to dress for their diary. 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. 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. The impact you can make here will go far beyond your day job. From secondments, to fundraising for local charities, or investing in entrepreneurs in the developing world, you'll be giving back to society. It's that drive to do the right thing that runs through our every move, grounded in our CLEARR values - Collaboration, Leadership, Excellence, Agility, Respect and Responsibility. 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.
Tax Trust Manager or Senior Manager required to join a collaborative team which provides Tax Advisory services to start-ups and scale-ups, to private businesses and FTSE listed multinationals. Each of the clients you will work with, 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.Our client is looking for someone who is both comfortable working proactively and managing their own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and partners to help businesses effectively. The Private Client Services team offers a plethora of carefully tailored services to an equally varied range of clients - from UK and offshore Trusts, Charities and Estates, to entrepreneurs, entertainers and more. Their expertise helps to manage their global tax proactively and seamlessly. At this firm you will have the opportunity to expand and strengthen your skillset and gain an invaluable insight into the wider Tax business. You'll be supported to develop your career at pace and help others do the same, all while undertaking an exciting, varied workload for a broad range of clients. Responsibilities: Trust tax knowledge is essential as is a wide knowledge of personal taxation. Act as a point of contact within the firm for the client together with the other senior staff. Deal with all matters relating to the management of a portfolio of existing clients including billings and cash collection within the firm's criteria but with a significant element of ad hoc consultancy work. Pro-actively manage your own workload, provide overall support to Partners on client matters and assist Partners in the management of the group. Recognise business and sales opportunities and progress these forward with other senior staff. A strong appetite for growing the portfolio and team is required. To be successful you will have Experience providing trust, estate and charity advice to high net worth individuals Proven specialist technical private client experience, and the ability to deal with complex tax issues, gained within a practice environment Experience of reviewing Trust accounts and associated tax accounting aspects (eg computing tax pools) Experience of dealing with HNW clients Some experience of and an appetite for seeking opportunities for developing new clients and for selling new services to existing clients Staff management experience CTA and/or STEP qualified Rewards and benefits You'll be able to be yourself; our client recognises and values you for who you are and celebrates and rewards your contributions to the business. They are committed to agile working, and offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand.You will be supported to achieve your personal goals and career ambitions, and have access to programmes, resources, and frameworks that provide clarity and structure around career development. If you are interested in this opportunity,please apply on line or contact Cara Whyte for a confidential conversation and to receive the full job specification. Hays EA is a trading division of Hays Specialist Recruitment Limited and acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Jan 29, 2025
Full time
Tax Trust Manager or Senior Manager required to join a collaborative team which provides Tax Advisory services to start-ups and scale-ups, to private businesses and FTSE listed multinationals. Each of the clients you will work with, 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.Our client is looking for someone who is both comfortable working proactively and managing their own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and partners to help businesses effectively. The Private Client Services team offers a plethora of carefully tailored services to an equally varied range of clients - from UK and offshore Trusts, Charities and Estates, to entrepreneurs, entertainers and more. Their expertise helps to manage their global tax proactively and seamlessly. At this firm you will have the opportunity to expand and strengthen your skillset and gain an invaluable insight into the wider Tax business. You'll be supported to develop your career at pace and help others do the same, all while undertaking an exciting, varied workload for a broad range of clients. Responsibilities: Trust tax knowledge is essential as is a wide knowledge of personal taxation. Act as a point of contact within the firm for the client together with the other senior staff. Deal with all matters relating to the management of a portfolio of existing clients including billings and cash collection within the firm's criteria but with a significant element of ad hoc consultancy work. Pro-actively manage your own workload, provide overall support to Partners on client matters and assist Partners in the management of the group. Recognise business and sales opportunities and progress these forward with other senior staff. A strong appetite for growing the portfolio and team is required. To be successful you will have Experience providing trust, estate and charity advice to high net worth individuals Proven specialist technical private client experience, and the ability to deal with complex tax issues, gained within a practice environment Experience of reviewing Trust accounts and associated tax accounting aspects (eg computing tax pools) Experience of dealing with HNW clients Some experience of and an appetite for seeking opportunities for developing new clients and for selling new services to existing clients Staff management experience CTA and/or STEP qualified Rewards and benefits You'll be able to be yourself; our client recognises and values you for who you are and celebrates and rewards your contributions to the business. They are committed to agile working, and offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand.You will be supported to achieve your personal goals and career ambitions, and have access to programmes, resources, and frameworks that provide clarity and structure around career development. If you are interested in this opportunity,please apply on line or contact Cara Whyte for a confidential conversation and to receive the full job specification. Hays EA is a trading division of Hays Specialist Recruitment Limited and acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Senior Associate PQE: 3 years + Term: Permanent Working hours: Full-time Team: Tax Location: Any of our National locations The firm A leading UK law firm with a network of offices from the South Coast to Scotland, working together as one national team. An innovative practice and the first top 50 law firm to achieve "Platinum Standard" Investors in People, our values and culture are not just words on our website but are the heartbeat of the firm. The lack of barriers between departments, a real lack of hierarchy, zero tolerance for arrogance makes Shoosmiths a fantastic place to work. The team We have a thriving, dynamic four-partner tax and incentives team based in London, Reading, Birmingham and Solent. The work of our team can broadly be divided into four categories: Share schemes/ incentives: we design and implement a broad range of incentivisation schemes including EMI and unapproved options, growth shares, cash-based schemes and employee benefit trusts for a range of private and public company clients. Our clients consist of both UK companies and overseas companies looking to set up incentive arrangements for their UK employees, directors and/or advisors. We also advise on the exercise and restructuring of those schemes in the context of venture capital, M&A and private equity deal structuring. Our share schemes/ incentives practice also assists our employment team with employment tax matters, including taxation of termination payments, internationally mobile employees, taxation of benefits, payroll queries, etc. Corporate: we support our national team of over 100 corporate lawyers. We commonly advise on the tax implications of private equity transactions and transaction structuring, M&A, tax planning for management teams, reorganisations and restructuring including debt restructuring and demergers and advice on joint venture projects. Venture capital: we have one of the UK's leading VCT/EIS tax practices and, as such, a significant proportion of our time is dedicated to advising investors and, in some cases, individual shareholders on their qualifying investments. We structure and restructure investments to ensure compliance and frequently engage with HMRC to seek advance assurances and to pre-empt the impact of the continuously evolving legislative framework in this area. Real estate: as a firm we employ over 200 real estate practitioners. We support those practitioners by advising on Stamp Taxes, VAT, capital allowances, the CIS and direct taxes. We have a large number of developer clients for whom we structure large scale projects, giving rise to complex real estate tax issues. The role Our dynamic and ambitious Share Schemes/ Incentives team (which sits within our Tax team) are looking to grow and recruit a Share Schemes/ Incentives Solicitor to join the team in any of our offices. We have a thriving employee incentives practice led by Dan Sharman who joined us in June 2022 and Dan is keen to grow the practice further to support Shoosmiths' market leading VC and PE practices. You will have the opportunity to work on a full spectrum of incentives work. get the opportunity to forge relationships with clients, both internal and external, and the role offers genuine opportunities for career progression. The role is open to all 3+ pqe Solicitors who wish to specialise in share schemes/ incentives, although as the incentives practice sits within the wider tax team, there will be opportunities to assist with other tax work if you wish. You will ideally be currently practising as an incentives specialist, or spend a large part of your current role advising on incentives matters. Equal opportunities Our approach to our people is underpinned by our approach to diversity, inclusion and well being. Our ambition is to build a diverse and ambitious workforce that reflects all backgrounds and talents, and a workplace that is supportive and inclusive, recognises and nurtures talent, and has a strong sense of community between colleagues. This means that everyone who either applies to or works for the firm is treated equally, whatever their gender, age, ethnic origin, nationality, marital status, disability, sexual orientation or religious beliefs.
Dec 02, 2022
Full time
Senior Associate PQE: 3 years + Term: Permanent Working hours: Full-time Team: Tax Location: Any of our National locations The firm A leading UK law firm with a network of offices from the South Coast to Scotland, working together as one national team. An innovative practice and the first top 50 law firm to achieve "Platinum Standard" Investors in People, our values and culture are not just words on our website but are the heartbeat of the firm. The lack of barriers between departments, a real lack of hierarchy, zero tolerance for arrogance makes Shoosmiths a fantastic place to work. The team We have a thriving, dynamic four-partner tax and incentives team based in London, Reading, Birmingham and Solent. The work of our team can broadly be divided into four categories: Share schemes/ incentives: we design and implement a broad range of incentivisation schemes including EMI and unapproved options, growth shares, cash-based schemes and employee benefit trusts for a range of private and public company clients. Our clients consist of both UK companies and overseas companies looking to set up incentive arrangements for their UK employees, directors and/or advisors. We also advise on the exercise and restructuring of those schemes in the context of venture capital, M&A and private equity deal structuring. Our share schemes/ incentives practice also assists our employment team with employment tax matters, including taxation of termination payments, internationally mobile employees, taxation of benefits, payroll queries, etc. Corporate: we support our national team of over 100 corporate lawyers. We commonly advise on the tax implications of private equity transactions and transaction structuring, M&A, tax planning for management teams, reorganisations and restructuring including debt restructuring and demergers and advice on joint venture projects. Venture capital: we have one of the UK's leading VCT/EIS tax practices and, as such, a significant proportion of our time is dedicated to advising investors and, in some cases, individual shareholders on their qualifying investments. We structure and restructure investments to ensure compliance and frequently engage with HMRC to seek advance assurances and to pre-empt the impact of the continuously evolving legislative framework in this area. Real estate: as a firm we employ over 200 real estate practitioners. We support those practitioners by advising on Stamp Taxes, VAT, capital allowances, the CIS and direct taxes. We have a large number of developer clients for whom we structure large scale projects, giving rise to complex real estate tax issues. The role Our dynamic and ambitious Share Schemes/ Incentives team (which sits within our Tax team) are looking to grow and recruit a Share Schemes/ Incentives Solicitor to join the team in any of our offices. We have a thriving employee incentives practice led by Dan Sharman who joined us in June 2022 and Dan is keen to grow the practice further to support Shoosmiths' market leading VC and PE practices. You will have the opportunity to work on a full spectrum of incentives work. get the opportunity to forge relationships with clients, both internal and external, and the role offers genuine opportunities for career progression. The role is open to all 3+ pqe Solicitors who wish to specialise in share schemes/ incentives, although as the incentives practice sits within the wider tax team, there will be opportunities to assist with other tax work if you wish. You will ideally be currently practising as an incentives specialist, or spend a large part of your current role advising on incentives matters. Equal opportunities Our approach to our people is underpinned by our approach to diversity, inclusion and well being. Our ambition is to build a diverse and ambitious workforce that reflects all backgrounds and talents, and a workplace that is supportive and inclusive, recognises and nurtures talent, and has a strong sense of community between colleagues. This means that everyone who either applies to or works for the firm is treated equally, whatever their gender, age, ethnic origin, nationality, marital status, disability, sexual orientation or religious beliefs.
Job Title Corporate Tax Associate/Senior Associate Closing Date 30-Sep-2022 Department Corporate Tax Job Location Bristol; London; Reading Role Lawyers Description "Osborne Clarke's Corporate Tax team is 'one of the best in the business'" Legal 500 UK We are looking for a Senior Associate to join our highly regarded Corporate Tax team and be based in any of our UK offices (London, Reading or Bristol). We will also consider applications at Associate level. Osborne Clarke has an established, highly regarded and growing Tax Group both in the UK and internationally. In the UK the nine partner Tax Group covers four teams - Corporate Tax, Incentives, Private Wealth and Tax Litigation. You will be joining a successful firm with a collegiate and supportive culture, which makes it a rewarding place to work. As well as being happy to consider candidates in different locations we also welcome applications from candidates wishing to work flexibly in terms of their working pattern. We are pleased to consider candidates wishing to work part-time to a minimum of 3 days per week or equivalent hours. The practice Our Corporate Tax team is a strong, four partner team which operates as one team with lawyers currently based in London and Bristol. As one team spread across offices, we are used to being agile and support flexible working practices. We also work closely with colleagues within Osborne Clarke including our international offices and especially from our private equity, funds, corporate, real estate, projects, and banking teams. The team enjoys a varied and quality work load for mainly City-based and international clients. We provide our clients with tailored UK and cross-border tax advice that helps them meet their business objectives and our work ranges from stand-alone tax advisory mandates to transaction linked advice. We undertake complex tax structuring mandates particularly for funds, real estate, private equity and corporate clients. Our reputation is for giving technically excellent advice that is commercial and user-friendly regardless of whether we are providing strategic support or working under pressure on a transaction. The team is pro-active and forward looking, an approach which generates significant advisory work for the team and allows team members to develop specialisms in areas of interest. We seek to build strong and long lasting relationships with clients and colleagues. We are closely aligned to Osborne Clarke's sector and transformation strategies and particularly active, with strong client relationships, within the areas and sectors of technology, media and communications; real estate and infrastructure; financial services; and healthcare and life sciences. Find out more about our Tax Group and the clients of Osborne Clarke using this link: The team The Corporate Tax team is currently made up of 4 Partners, 3 Associate Directors, 4 Senior Associates, 2 Associates, 1 Trainee Solicitor, 1 Solicitor Apprentice and a dedicated Knowledge Lawyer. We work as one team, offer an excellent training programme and support for external study and actively support each team member's career development. Our approach ensures our lawyers are technically excellent and have rewarding careers within a collegiate working environment. The work Our clients include high-profile publicly listed companies, management teams, investment funds, family owned businesses, real estate investors and developers. Some examples of the deals we've recently advised on that are in the public domain and which can be viewed on our website are as follows: We advised Notonthehighstreet and its management team on the sale of the company to growth equity firm Great Hill Partners; We advised, LDC, and the Plimsoll Productions management team on the sale of a majority interest in Plimsoll Productions to ITV plc; We provided structuring tax advice and transaction support to long standing private equity client, Tenzing, on its investment in MetaCompliance, a market-leading cybersecurity awareness training and compliance platform; We advised growth investor Synova Capital on the buy-out of JM Glendinning Group Limited, a specialist broker operating within the commercial lines insurance market; We provided tax structuring advice and transactional support to leading Bristol developer, Cubex with backing by Fiera Capital, in relation to Grainger's acquisition of a forward funded build to rent development in Bristol; We provided indirect tax advice and transactional support to Vistry Partnerships (formerly Galliford Try Partnerships) on the development agreement for Meridian One, the first phase of the a 20-year regeneration programme led by the London Borough of Enfield; We advised Octopus Renewables Infrastructure Trust in the set up and funding of Nordic Renewables with a €3.5m investment; We continue to act for long standing client, Foresight, and recently acted on its solar development joint venture with Island Green Power; We advised KKR (in joint venture with Mirastar) on their first UK acquisition for KKR's Core+ strategy for Real Estate. KKR and Mirastar acquired four UK logistics assets in Harlow for £160m from TPG, a leading global alternative asset management firm; and We have advised on the acquisition of a majority interest in Fore Freedom Holdings B.V., a fibre-to-the-premises network business in the Netherlands, from funds managed by Ancala Partners. Technical skills and experience The successful candidate will be able to demonstrate experience gained from working within a transactional and/or advisory tax practice. They will have strong technical abilities and be able to demonstrate their understanding of UK tax rules and structures. We encourage applications from both candidates with broad technical expertise and those who may be a specialist in one or more of the areas within our the practice areas noted above. At Senior Associate level we would expect a candidate to evidence their ability to manage matters and to act as lead fee earner on transactional mandates. Due to the nature of the work and the current team needs, we are ideally looking to appoint an Senior Associate. We will also consider an Associate with recent relevant experience. Your career development Like all our lawyers, you will benefit from our multi-award winning career development programme. At each stage of your career this provides you with: clear expectations of your role and what it takes to progress; high quality clients and work, with early responsibility and client exposure; thorough assessment and individual feedback from a range of experienced colleagues; robust technical training with early skills based development, increasingly tailored to you; and reward for your contribution, progression and potential, rather than PQE or tenure. Salary and benefits We offer competitive salaries and generous benefits. For more information or to apply At Osborne Clarke we welcome direct applications - if you would like any further information about the role, or the firm, we would be delighted to hear from you. Please contact, in complete confidence, Angharad Jenkins in the recruitment team on . Osborne Clarke is an inclusive working environment and values diversity in its workforce. Salary and benefits We offer competitive salaries and generous benefits . For more information or to apply At Osborne Clarke we welcome direct applications - if you would like any further information about the role, or the firm, we would be delighted to hear from you. Please contact, in complete confidence, Emily Webb in the recruitment team on or . At Osborne Clarke we value difference and encourage applicants from all social backgrounds, ethnicities, disabilities, gender identities, and sexual or romantic orientations. We want everyone to feel that OC is a place where you can be yourself and where you belong, and our range of interest groups and diversity networks - not to mention our great teams - are a part of making that a reality. We support working families via a range of family and caring friendly policies and will accommodate flexible working where we can. We value the health and wellbeing of our people: for example, we're signatories to the Mindful Business Charter, have an active network of mental health champions and offer free initiatives and flexible benefits to all our people. Being an inclusive employer is important to us. We have made a number of external commitments such as the Race Fairness Commitment and Women in Law Pledge, and are working with organisations like Stonewall to become a more inclusive employer. Osborne Clarke is a Living Wage Employer, so we're committed to paying everybody in our business enough to live on and to enable them to save for the future. We want you to be able to show us your best during the recruitment process. If you require any adjustments to be made during the application, interview process or when working with us, please let us know.
Sep 24, 2022
Full time
Job Title Corporate Tax Associate/Senior Associate Closing Date 30-Sep-2022 Department Corporate Tax Job Location Bristol; London; Reading Role Lawyers Description "Osborne Clarke's Corporate Tax team is 'one of the best in the business'" Legal 500 UK We are looking for a Senior Associate to join our highly regarded Corporate Tax team and be based in any of our UK offices (London, Reading or Bristol). We will also consider applications at Associate level. Osborne Clarke has an established, highly regarded and growing Tax Group both in the UK and internationally. In the UK the nine partner Tax Group covers four teams - Corporate Tax, Incentives, Private Wealth and Tax Litigation. You will be joining a successful firm with a collegiate and supportive culture, which makes it a rewarding place to work. As well as being happy to consider candidates in different locations we also welcome applications from candidates wishing to work flexibly in terms of their working pattern. We are pleased to consider candidates wishing to work part-time to a minimum of 3 days per week or equivalent hours. The practice Our Corporate Tax team is a strong, four partner team which operates as one team with lawyers currently based in London and Bristol. As one team spread across offices, we are used to being agile and support flexible working practices. We also work closely with colleagues within Osborne Clarke including our international offices and especially from our private equity, funds, corporate, real estate, projects, and banking teams. The team enjoys a varied and quality work load for mainly City-based and international clients. We provide our clients with tailored UK and cross-border tax advice that helps them meet their business objectives and our work ranges from stand-alone tax advisory mandates to transaction linked advice. We undertake complex tax structuring mandates particularly for funds, real estate, private equity and corporate clients. Our reputation is for giving technically excellent advice that is commercial and user-friendly regardless of whether we are providing strategic support or working under pressure on a transaction. The team is pro-active and forward looking, an approach which generates significant advisory work for the team and allows team members to develop specialisms in areas of interest. We seek to build strong and long lasting relationships with clients and colleagues. We are closely aligned to Osborne Clarke's sector and transformation strategies and particularly active, with strong client relationships, within the areas and sectors of technology, media and communications; real estate and infrastructure; financial services; and healthcare and life sciences. Find out more about our Tax Group and the clients of Osborne Clarke using this link: The team The Corporate Tax team is currently made up of 4 Partners, 3 Associate Directors, 4 Senior Associates, 2 Associates, 1 Trainee Solicitor, 1 Solicitor Apprentice and a dedicated Knowledge Lawyer. We work as one team, offer an excellent training programme and support for external study and actively support each team member's career development. Our approach ensures our lawyers are technically excellent and have rewarding careers within a collegiate working environment. The work Our clients include high-profile publicly listed companies, management teams, investment funds, family owned businesses, real estate investors and developers. Some examples of the deals we've recently advised on that are in the public domain and which can be viewed on our website are as follows: We advised Notonthehighstreet and its management team on the sale of the company to growth equity firm Great Hill Partners; We advised, LDC, and the Plimsoll Productions management team on the sale of a majority interest in Plimsoll Productions to ITV plc; We provided structuring tax advice and transaction support to long standing private equity client, Tenzing, on its investment in MetaCompliance, a market-leading cybersecurity awareness training and compliance platform; We advised growth investor Synova Capital on the buy-out of JM Glendinning Group Limited, a specialist broker operating within the commercial lines insurance market; We provided tax structuring advice and transactional support to leading Bristol developer, Cubex with backing by Fiera Capital, in relation to Grainger's acquisition of a forward funded build to rent development in Bristol; We provided indirect tax advice and transactional support to Vistry Partnerships (formerly Galliford Try Partnerships) on the development agreement for Meridian One, the first phase of the a 20-year regeneration programme led by the London Borough of Enfield; We advised Octopus Renewables Infrastructure Trust in the set up and funding of Nordic Renewables with a €3.5m investment; We continue to act for long standing client, Foresight, and recently acted on its solar development joint venture with Island Green Power; We advised KKR (in joint venture with Mirastar) on their first UK acquisition for KKR's Core+ strategy for Real Estate. KKR and Mirastar acquired four UK logistics assets in Harlow for £160m from TPG, a leading global alternative asset management firm; and We have advised on the acquisition of a majority interest in Fore Freedom Holdings B.V., a fibre-to-the-premises network business in the Netherlands, from funds managed by Ancala Partners. Technical skills and experience The successful candidate will be able to demonstrate experience gained from working within a transactional and/or advisory tax practice. They will have strong technical abilities and be able to demonstrate their understanding of UK tax rules and structures. We encourage applications from both candidates with broad technical expertise and those who may be a specialist in one or more of the areas within our the practice areas noted above. At Senior Associate level we would expect a candidate to evidence their ability to manage matters and to act as lead fee earner on transactional mandates. Due to the nature of the work and the current team needs, we are ideally looking to appoint an Senior Associate. We will also consider an Associate with recent relevant experience. Your career development Like all our lawyers, you will benefit from our multi-award winning career development programme. At each stage of your career this provides you with: clear expectations of your role and what it takes to progress; high quality clients and work, with early responsibility and client exposure; thorough assessment and individual feedback from a range of experienced colleagues; robust technical training with early skills based development, increasingly tailored to you; and reward for your contribution, progression and potential, rather than PQE or tenure. Salary and benefits We offer competitive salaries and generous benefits. For more information or to apply At Osborne Clarke we welcome direct applications - if you would like any further information about the role, or the firm, we would be delighted to hear from you. Please contact, in complete confidence, Angharad Jenkins in the recruitment team on . Osborne Clarke is an inclusive working environment and values diversity in its workforce. Salary and benefits We offer competitive salaries and generous benefits . For more information or to apply At Osborne Clarke we welcome direct applications - if you would like any further information about the role, or the firm, we would be delighted to hear from you. Please contact, in complete confidence, Emily Webb in the recruitment team on or . At Osborne Clarke we value difference and encourage applicants from all social backgrounds, ethnicities, disabilities, gender identities, and sexual or romantic orientations. We want everyone to feel that OC is a place where you can be yourself and where you belong, and our range of interest groups and diversity networks - not to mention our great teams - are a part of making that a reality. We support working families via a range of family and caring friendly policies and will accommodate flexible working where we can. We value the health and wellbeing of our people: for example, we're signatories to the Mindful Business Charter, have an active network of mental health champions and offer free initiatives and flexible benefits to all our people. Being an inclusive employer is important to us. We have made a number of external commitments such as the Race Fairness Commitment and Women in Law Pledge, and are working with organisations like Stonewall to become a more inclusive employer. Osborne Clarke is a Living Wage Employer, so we're committed to paying everybody in our business enough to live on and to enable them to save for the future. We want you to be able to show us your best during the recruitment process. If you require any adjustments to be made during the application, interview process or when working with us, please let us know.
