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tax manager
Broking Manager
Arthur J. Gallagher & Co. (AJG)
Introduction Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management. We believe that every candidate brings something special to the table, including you! So, even if you feel that you're close but not an exact match, we encourage you to apply. Overview Gallagher is currently recruiting for a Broking Placement Manager to join our Public Sector & Education broking team. In this role,you will be responsible for implementing Gallagher's placement strategy for new and existing business. Your main focus will be on building strong relationships with underwriters and carriers in the market, in order to negotiate the most favourable terms. As part of our Public Sector & Education Broking team, you will play a crucial role in supporting the business and ensuring excellent market relationships are established and maintained. How you'll make an impact As Broker Placement Manager, you will help advise and coordinate broking strategy with account handlers and account executives, as well as leading negotiations with insurers to secure placement solutions which enable us to both win and retain clients. Work with our new business producers to best position our prospective opportunities with insurers, improving our success rate by enhancing our market position tactically. Working with and supporting the Regional Broking Director. Establishing and cultivating insurer relationships within the region and evaluating their performance and service delivery. Engage with insurers to help manage identified pipeline opportunities for them. Build a network of internal and external contacts through effective relationship management. Act as a conduit for feedback to furnish your division with relevant market insight and help manage insurer service issues where necessary. Reporting through the Regional Broking Director. Ability to travel within region to increase the visibility of the placement team within the Public Sector & Education branches. About You Previous experience as a Placement Broker is desirable. Experienced in Property, Liability and Fleet insurance packages. Happy to consider a new business focused Account handler/Broker/Underwriter with relevant experience. Holding or working towards one of the Chartered Insurance Institute Qualifications: Cert CII/Dip CII is desirable as is being educated to GCSE standard or equivalent. Worked to targets within a regulated, measurable framework and achieved SLA's. Risk aware in handling customer information. Able to recognise potential risk and seek advice when required. Highly accurate with a strong attention to detail. Proficient in Acturis. Eligible to work in the UK. Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, we'll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include: Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don't worry, we're here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with . If you'd prefer to speak on the phone, please request a call back, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Jun 28, 2025
Full time
Introduction Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management. We believe that every candidate brings something special to the table, including you! So, even if you feel that you're close but not an exact match, we encourage you to apply. Overview Gallagher is currently recruiting for a Broking Placement Manager to join our Public Sector & Education broking team. In this role,you will be responsible for implementing Gallagher's placement strategy for new and existing business. Your main focus will be on building strong relationships with underwriters and carriers in the market, in order to negotiate the most favourable terms. As part of our Public Sector & Education Broking team, you will play a crucial role in supporting the business and ensuring excellent market relationships are established and maintained. How you'll make an impact As Broker Placement Manager, you will help advise and coordinate broking strategy with account handlers and account executives, as well as leading negotiations with insurers to secure placement solutions which enable us to both win and retain clients. Work with our new business producers to best position our prospective opportunities with insurers, improving our success rate by enhancing our market position tactically. Working with and supporting the Regional Broking Director. Establishing and cultivating insurer relationships within the region and evaluating their performance and service delivery. Engage with insurers to help manage identified pipeline opportunities for them. Build a network of internal and external contacts through effective relationship management. Act as a conduit for feedback to furnish your division with relevant market insight and help manage insurer service issues where necessary. Reporting through the Regional Broking Director. Ability to travel within region to increase the visibility of the placement team within the Public Sector & Education branches. About You Previous experience as a Placement Broker is desirable. Experienced in Property, Liability and Fleet insurance packages. Happy to consider a new business focused Account handler/Broker/Underwriter with relevant experience. Holding or working towards one of the Chartered Insurance Institute Qualifications: Cert CII/Dip CII is desirable as is being educated to GCSE standard or equivalent. Worked to targets within a regulated, measurable framework and achieved SLA's. Risk aware in handling customer information. Able to recognise potential risk and seek advice when required. Highly accurate with a strong attention to detail. Proficient in Acturis. Eligible to work in the UK. Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, we'll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include: Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don't worry, we're here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with . If you'd prefer to speak on the phone, please request a call back, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Deputy Head of FP&A
Uniting Holding
Deputy Head of FP&A Reference number: JR248287 Location: Hybrid working - home and our office near London Bridge Working pattern: Full Time, 37.5 hours per week Contract Type: Permanent Number of roles: 1 Grade : London Lower 7 Salary: £84,000 - £94,000 We are looking for a Deputy Head of FP&A to join our team. Role summary As Deputy Head of FP&A, you will act as a trusted, autonomous leader within the Finance function, reporting directly into the Group Head of FP&A and Business Partnering. As the Deputy Head of FP&A, you will: Coordinate the annual budgeting process, quarterly re-forecasts and rolling three-year planning cycle. Develop, maintain and standardise driver-based financial models and forecasting templates. Facilitate the migration of Excel-based reports onto OneStream and PowerBI. Act as a senior finance business partner, working with commercial directors to validate assumptions and model inputs. Your independent stewardship of FP&A processes will enable the Group Head of FP&A and Business Partnering to focus on high-level strategy and executive engagement across the Group, confident that the financial underpinnings are rigorously managed and continuously improved. This is an excellent opportunity for someone who may be currently managing an FP&A function or serving as an FP&A Manager with full ownership of budgeting, forecasting and reporting cycles, who is looking to expand their skills and build their career with an industry leader. A detailed job description can be viewed here . If the link does not work for you, please copy and paste the following URL into your web browser: What you'll bring to the role Qualified accountant with at least three years of post-qualification experience. 3-5 years' hands-on FP&A experience, demonstrating end-to-end ownership of budget, forecast and management reporting processes. Advanced Excel proficiency (Power Query/Power Pivot, dynamic arrays) and a proven track record of automating models and templates. Strong financial modelling skills (ie scenario planning, automated P&L/BS/cash-flow forecasts, revenue schedules, profitability by product or client). Experience coordinating month-end and quarter-end reporting cycles, with the ability to draft concise variance commentary for senior stakeholders. Excellent communication skills-able to translate complex numbers into clear, actionable insights for non-finance partners. Prior exposure to process improvement and end-to-end automation. A keen interest in financial technology and innovative modelling techniques (e.g., AI applications). Experience building reports or layouts in OneStream or other integrated FP&A systems (Anaplan, Hyperion, Smartview) and extracting data into Excel. What we do Kaplan Professional is a leading provider of apprenticeships, accountancy / tax / finance & banking courses, and professional assessments. For almost 80 years, we've helped shape the development and careers of finance professionals. We are part of the Kaplan group, one of the world's largest and most diverse education and assessment providers. We operate in over 30 countries and maintain relationships and partnerships with more than 1,000 school districts, colleges and universities, professional bodies and over 10,000 businesses. Our vast breadth and scope in terms of both capabilities and assets sets us apart. What we believe in Our goal is for Kaplan to be a great place to work where everybody can succeed, so we truly live and breathe our values: act with integrity, grow knowledge, empower & support, create opportunity, drive results together. Kaplan is a global organisation whose mission is rooted in providing equal access to education and opportunities for advancement to people of all backgrounds. We believe diversity, equity and inclusion - of culture, experiences, perspectives - are paramount to creating success and opportunity in an ever-changing world. As an educator, partner and employer, Kaplan is committed to promoting an equitable world in which diverse talent can develop, advance and thrive. To view our candidate privacy notice click here . Our Values We live, breathe and celebrate our values - they drive what we believe in, how we behave and guide us in creating a culture of success. • Act with integrity • Empower and support • Create opportunity • Grow knowledge • Drive results together What we offer As well as a competitive salary, transparent pay structures, hybrid/home working where possible, and paths for career progression, we offer a comprehensive benefits package that includes: • 28 days annual leave + option to purchase more • Season ticket loan and cycle to work scheme • Big discounts on Kaplan courses for you and your family • Private medical, income protection, and life insurance • 24/7 confidential helpline providing counselling and other support services • Company pension contributions • Maternity, Adoption, Shared Parental and Paternity/Partner pay which is well above statutory levels How to apply To apply for this role please submit a CV along with a Cover Letter detailing how you meet the requirements of the role no later than 11pm on Tuesday 8th July 2025. Note, we recommend that you apply at the earliest as we reserve the right to close the role before the closing date if we have gathered a suitable shortlist. Additional Application Information Recruitment checks are undertaken in accordance with our background checking policy. Successful applicants will be required to undertake a Basic Disclosure via the Disclosure and Barring Service (DBS). Our Suitability of Ex-offenders Policy is available on the careers page of our website . Application Support If you require support completing your application or wish to talk to someone about the role before applying please email the Recruitment Team . Disability Confident Scheme As a Disability Confident employer, we are committed to interviewing applicants with disabilities who meet the minimum criteria for the role as per the job description and any screening or testing stages. Details of how to request your application be considered under the Disability Confident scheme will be shared with all applicants upon submission of an application. Furthermore, all applicants invited to attend interview will be given information on how to request reasonable adjustments to attend.
Jun 28, 2025
Full time
Deputy Head of FP&A Reference number: JR248287 Location: Hybrid working - home and our office near London Bridge Working pattern: Full Time, 37.5 hours per week Contract Type: Permanent Number of roles: 1 Grade : London Lower 7 Salary: £84,000 - £94,000 We are looking for a Deputy Head of FP&A to join our team. Role summary As Deputy Head of FP&A, you will act as a trusted, autonomous leader within the Finance function, reporting directly into the Group Head of FP&A and Business Partnering. As the Deputy Head of FP&A, you will: Coordinate the annual budgeting process, quarterly re-forecasts and rolling three-year planning cycle. Develop, maintain and standardise driver-based financial models and forecasting templates. Facilitate the migration of Excel-based reports onto OneStream and PowerBI. Act as a senior finance business partner, working with commercial directors to validate assumptions and model inputs. Your independent stewardship of FP&A processes will enable the Group Head of FP&A and Business Partnering to focus on high-level strategy and executive engagement across the Group, confident that the financial underpinnings are rigorously managed and continuously improved. This is an excellent opportunity for someone who may be currently managing an FP&A function or serving as an FP&A Manager with full ownership of budgeting, forecasting and reporting cycles, who is looking to expand their skills and build their career with an industry leader. A detailed job description can be viewed here . If the link does not work for you, please copy and paste the following URL into your web browser: What you'll bring to the role Qualified accountant with at least three years of post-qualification experience. 3-5 years' hands-on FP&A experience, demonstrating end-to-end ownership of budget, forecast and management reporting processes. Advanced Excel proficiency (Power Query/Power Pivot, dynamic arrays) and a proven track record of automating models and templates. Strong financial modelling skills (ie scenario planning, automated P&L/BS/cash-flow forecasts, revenue schedules, profitability by product or client). Experience coordinating month-end and quarter-end reporting cycles, with the ability to draft concise variance commentary for senior stakeholders. Excellent communication skills-able to translate complex numbers into clear, actionable insights for non-finance partners. Prior exposure to process improvement and end-to-end automation. A keen interest in financial technology and innovative modelling techniques (e.g., AI applications). Experience building reports or layouts in OneStream or other integrated FP&A systems (Anaplan, Hyperion, Smartview) and extracting data into Excel. What we do Kaplan Professional is a leading provider of apprenticeships, accountancy / tax / finance & banking courses, and professional assessments. For almost 80 years, we've helped shape the development and careers of finance professionals. We are part of the Kaplan group, one of the world's largest and most diverse education and assessment providers. We operate in over 30 countries and maintain relationships and partnerships with more than 1,000 school districts, colleges and universities, professional bodies and over 10,000 businesses. Our vast breadth and scope in terms of both capabilities and assets sets us apart. What we believe in Our goal is for Kaplan to be a great place to work where everybody can succeed, so we truly live and breathe our values: act with integrity, grow knowledge, empower & support, create opportunity, drive results together. Kaplan is a global organisation whose mission is rooted in providing equal access to education and opportunities for advancement to people of all backgrounds. We believe diversity, equity and inclusion - of culture, experiences, perspectives - are paramount to creating success and opportunity in an ever-changing world. As an educator, partner and employer, Kaplan is committed to promoting an equitable world in which diverse talent can develop, advance and thrive. To view our candidate privacy notice click here . Our Values We live, breathe and celebrate our values - they drive what we believe in, how we behave and guide us in creating a culture of success. • Act with integrity • Empower and support • Create opportunity • Grow knowledge • Drive results together What we offer As well as a competitive salary, transparent pay structures, hybrid/home working where possible, and paths for career progression, we offer a comprehensive benefits package that includes: • 28 days annual leave + option to purchase more • Season ticket loan and cycle to work scheme • Big discounts on Kaplan courses for you and your family • Private medical, income protection, and life insurance • 24/7 confidential helpline providing counselling and other support services • Company pension contributions • Maternity, Adoption, Shared Parental and Paternity/Partner pay which is well above statutory levels How to apply To apply for this role please submit a CV along with a Cover Letter detailing how you meet the requirements of the role no later than 11pm on Tuesday 8th July 2025. Note, we recommend that you apply at the earliest as we reserve the right to close the role before the closing date if we have gathered a suitable shortlist. Additional Application Information Recruitment checks are undertaken in accordance with our background checking policy. Successful applicants will be required to undertake a Basic Disclosure via the Disclosure and Barring Service (DBS). Our Suitability of Ex-offenders Policy is available on the careers page of our website . Application Support If you require support completing your application or wish to talk to someone about the role before applying please email the Recruitment Team . Disability Confident Scheme As a Disability Confident employer, we are committed to interviewing applicants with disabilities who meet the minimum criteria for the role as per the job description and any screening or testing stages. Details of how to request your application be considered under the Disability Confident scheme will be shared with all applicants upon submission of an application. Furthermore, all applicants invited to attend interview will be given information on how to request reasonable adjustments to attend.
Finance and Accounting Manager
Accor Hotels
Company Description Our commitment to Diversity & Inclusion: We are an inclusive company and our ambition is to attract, recruit and promote diverse talent. Why work for Accor? We are far more than a worldwide leader. We welcome you as you are and you can find a job and brand that matches your personality. We support you to grow and learn every day, making sure that work brings purpose to your life, so that during your journey with us, you can continue to explore Accor's limitless possibilities. By joining Accor, every chapter of your story is yours to write and together we can imagine tomorrow's hospitality. Discover the life that awaits you at Accor, visit Do what you love, care for the world, dare to challenge the status quo! Job Description Key Responsibilities: Ensure accurate and rigorous accounting in compliance with both Romanian and international accounting standards Monitor and implement effective internal control procedures Manage the monthly closing process and review results in collaboration with the EE Finance Team Prepare and report monthly financial results (P&L, Balance Sheet, KPIs) Oversee the supplier invoicing process: from invoice reception to payment validation, including document checks, resolving discrepancies, and supplier balance confirmations Manage the customer invoicing process: calculations, invoice issuance, supporting annexes, correspondence, debt collection follow-up, and balance confirmations Collaborate with the external accounting company: provide documentation, verify reports, implement Accor Group rules and new legal requirements, review accruals, provisions, fixed assetsand maintain third-party relationships Support the annual audit process by coordinating with the audit company and external accountants to gather and verify all required documentation Prepare various internal reports for Accor Group departments Assist in the preparation of the Transfer Pricing File Participate in the implementation of new Accor Group projects, changes, and procedures Prepare documentation and reports for internal Group Accounting Controls Contribute to the continuous improvement of accounting and reporting processes within the team and across the organization Qualifications Qualifications and Requirements: University degree in Accounting, Finance, or a related economic field Minimum 5 years of experience in accounting or finance roles, with proven responsibilities in monthly closings, financial reporting, and audit support Strong knowledge of Romanian accounting and tax regulations (OMFP, Fiscal Code) Familiarity with International Financial Reporting Standards (IFRS) Previous experience working with an external accounting firm (e.g., Mazars, PwC, KPMG) is a strong asset Advanced Excel skills and experience with ERP systems (SAP, Navision, Oracle); familiarity with OneStream is a plus Solid understanding of financial statements (P&L, Balance Sheet, KPIs) and ability to interpret results Experience in managing or supporting annual audit processes , including preparation of necessary documentation Ability to coordinate and supervise complex accounting processes with attention to detail and accuracy Strong organizational and analytical skills , able to prioritize and manage multiple deadlines Excellent communication and collaboration skills , both with internal teams and external partners (suppliers, clients, consultants) Fluent in English (written and spoken) - essential for working in an international environment Additional Information What we offer Unique opportunity to develop your career with worldwide Augmented Hospitality leaders Package of benefits and perks of working for Accor, including discounts for hotels worldwide, private medical healthcare Workation: Up to 12 days a year to be linked with your vacations, and work from anywhere in Europe ! Work in a multi-national team Hybrid way of working (3days in the office + 2days at home) Talent development opportunities Corporate Social Responsibility activities
Jun 28, 2025
Full time
Company Description Our commitment to Diversity & Inclusion: We are an inclusive company and our ambition is to attract, recruit and promote diverse talent. Why work for Accor? We are far more than a worldwide leader. We welcome you as you are and you can find a job and brand that matches your personality. We support you to grow and learn every day, making sure that work brings purpose to your life, so that during your journey with us, you can continue to explore Accor's limitless possibilities. By joining Accor, every chapter of your story is yours to write and together we can imagine tomorrow's hospitality. Discover the life that awaits you at Accor, visit Do what you love, care for the world, dare to challenge the status quo! Job Description Key Responsibilities: Ensure accurate and rigorous accounting in compliance with both Romanian and international accounting standards Monitor and implement effective internal control procedures Manage the monthly closing process and review results in collaboration with the EE Finance Team Prepare and report monthly financial results (P&L, Balance Sheet, KPIs) Oversee the supplier invoicing process: from invoice reception to payment validation, including document checks, resolving discrepancies, and supplier balance confirmations Manage the customer invoicing process: calculations, invoice issuance, supporting annexes, correspondence, debt collection follow-up, and balance confirmations Collaborate with the external accounting company: provide documentation, verify reports, implement Accor Group rules and new legal requirements, review accruals, provisions, fixed assetsand maintain third-party relationships Support the annual audit process by coordinating with the audit company and external accountants to gather and verify all required documentation Prepare various internal reports for Accor Group departments Assist in the preparation of the Transfer Pricing File Participate in the implementation of new Accor Group projects, changes, and procedures Prepare documentation and reports for internal Group Accounting Controls Contribute to the continuous improvement of accounting and reporting processes within the team and across the organization Qualifications Qualifications and Requirements: University degree in Accounting, Finance, or a related economic field Minimum 5 years of experience in accounting or finance roles, with proven responsibilities in monthly closings, financial reporting, and audit support Strong knowledge of Romanian accounting and tax regulations (OMFP, Fiscal Code) Familiarity with International Financial Reporting Standards (IFRS) Previous experience working with an external accounting firm (e.g., Mazars, PwC, KPMG) is a strong asset Advanced Excel skills and experience with ERP systems (SAP, Navision, Oracle); familiarity with OneStream is a plus Solid understanding of financial statements (P&L, Balance Sheet, KPIs) and ability to interpret results Experience in managing or supporting annual audit processes , including preparation of necessary documentation Ability to coordinate and supervise complex accounting processes with attention to detail and accuracy Strong organizational and analytical skills , able to prioritize and manage multiple deadlines Excellent communication and collaboration skills , both with internal teams and external partners (suppliers, clients, consultants) Fluent in English (written and spoken) - essential for working in an international environment Additional Information What we offer Unique opportunity to develop your career with worldwide Augmented Hospitality leaders Package of benefits and perks of working for Accor, including discounts for hotels worldwide, private medical healthcare Workation: Up to 12 days a year to be linked with your vacations, and work from anywhere in Europe ! Work in a multi-national team Hybrid way of working (3days in the office + 2days at home) Talent development opportunities Corporate Social Responsibility activities
Team Lead, EMEA Customer Operations
MarketAxess Holdings Inc.
Business Support London, England Full-time Company Description MarketAxess is on a journey to digitally transform one of the world's largest financial markets, enabling the shift from analog, phone-based trading to a fully electronic marketplace. Why does this matter? Because our platform makes trading fixed-income more accessible, ultimately improving transparency, efficiency, and competition in the marketplace. Changing the way an established industry transacts is no easy feat. There will be twists and turns, because no one's ever done this before. But now, more than 2,000 clients around the world rely on our solutions, and that number is only expected to grow in the years ahead. We know where we're going. How we get there is up to us. Join us and help Take Us There. The Role The Team Lead, EMEA Customer Operations will support the Client & Account Services Manager, EMEA & APAC in the delivery of a central first-line Client Service and Operational Support to our EMEA clients. As Team Lead, this individual will act in a senior capacity to ensure participants, trading operations, technical onboarding and MiFID II requirements are met. Additionally, the Lead will focus on trading system functionalities, global trading protocols, client satisfaction, client account services, automation and individual and team development. How You'll Help Take Us There Perform general day-to-day support (1st Line) of EMEA trading venues Participant system functionality support: Trade support related issues - Booking, Price Calculations, STP and FIX related queries Additional user setups & permission changes for previously on boarded participants Platform Post-Trade queries e.g., PII - in line with MiFID II, Allocations and Fund accounts Support production inquiries/test trades New platform release and sanity checks Act as oversight for EMEA Client Due Diligence workflow Work with key stakeholders across the business to ensure CDD policy is adhered to Monitor and report against relevant KPIs Ensure that tooling (Loopio) is maintained, and documents remain current Work with the Client & Account Services Manager, EMEA & APAC to undertake analysis and strategic planning to ensure the team is sufficiently trained in all areas and able to perform their daily tasks efficiently and with low error rate Oversee the end-to-end Dealer/Client onboarding configuration process efficiently Act as an escalation point, resolving client issues efficiently while maintaining strong relationships with internal/external stakeholders Working closely with revenue generating teams, Relationship Management / Sales, understanding SRM client's requirements and demands Working closely with other Operational teams, escalating appropriately whilst ensuring client is managed effectively throughout Ensure effective procedures and help guides are in place for the necessary departmental processes Continually work toward a greater level of automation within Customer Operations; ensure initiatives are raised using the correct process and logged accordingly Undertake individual projects and represent Customer Operations in respect to client-facing impacts Collaborate with senior management, sharing insights, client feedback, and recommendations for service improvements What We're Looking For 4+ years' experience within a financial services firm, with client facing and management exposure Knowledge of MarketAxess, e-trading platforms and the fixed income trade life cycle preferred Comprehensive understanding of the regulatory landscape, with specific experience within MiFID II Proficient excel skills, with exposure to Macro/VBA Excellent communication skills with the ability to articulate concisely to Senior Management, and client base Excellent interpersonal skills, with the ability to influence internal and external stakeholders at all levels of seniority Excellent analytical skills and critical thinking abilities, proven ability to prioritise projects, innovative thinking, and a client-focused approach Must be proficient in Excel, and PowerPoint Ability to work both independently and as a team member Self-starter and tenacious; ability to motivate others Adequate management of priorities in multi-task environment English as a requisite, other languages advantageous What You Can Expect from Us Central Location: based at our city offices near St Paul's. Free Food: We provide lunch each day of the week when the employee attends the office via our vendor Feedr as well as breakfast cereals, office snacks and drinks from our free vending machines Paid Time Off: 25 days annual leave entitlement plus 2 charity days Reward for your service: We offer a two-week bonus holiday after completing each 5 years of service Core benefits: Besides competitive standard benefits package we offer private medical (PMI) for family, Cash Plan, health screenings, dental cover, 6X life assurance, critical illness cover, income protection, pension, car leasing (Tusker electronic cars), reimbursement for wellness stipend, interest free season ticket loan and a "Share Incentive" plan Tuition Assistance and Professional Training: Benefit from on-demand learning, boot camps, and opportunities to attend conferences Collaboration and innovation are integral to our success - it's how we got to where we are and how we'll maintain and grow our competitive advantage. We believe this best happens in an office environment. Employees work in the office 4 days a week. This approach still allows for flexibility depending on the business function you work within but also helps us maintain a collaborative office environment long-term.
Jun 28, 2025
Full time
Business Support London, England Full-time Company Description MarketAxess is on a journey to digitally transform one of the world's largest financial markets, enabling the shift from analog, phone-based trading to a fully electronic marketplace. Why does this matter? Because our platform makes trading fixed-income more accessible, ultimately improving transparency, efficiency, and competition in the marketplace. Changing the way an established industry transacts is no easy feat. There will be twists and turns, because no one's ever done this before. But now, more than 2,000 clients around the world rely on our solutions, and that number is only expected to grow in the years ahead. We know where we're going. How we get there is up to us. Join us and help Take Us There. The Role The Team Lead, EMEA Customer Operations will support the Client & Account Services Manager, EMEA & APAC in the delivery of a central first-line Client Service and Operational Support to our EMEA clients. As Team Lead, this individual will act in a senior capacity to ensure participants, trading operations, technical onboarding and MiFID II requirements are met. Additionally, the Lead will focus on trading system functionalities, global trading protocols, client satisfaction, client account services, automation and individual and team development. How You'll Help Take Us There Perform general day-to-day support (1st Line) of EMEA trading venues Participant system functionality support: Trade support related issues - Booking, Price Calculations, STP and FIX related queries Additional user setups & permission changes for previously on boarded participants Platform Post-Trade queries e.g., PII - in line with MiFID II, Allocations and Fund accounts Support production inquiries/test trades New platform release and sanity checks Act as oversight for EMEA Client Due Diligence workflow Work with key stakeholders across the business to ensure CDD policy is adhered to Monitor and report against relevant KPIs Ensure that tooling (Loopio) is maintained, and documents remain current Work with the Client & Account Services Manager, EMEA & APAC to undertake analysis and strategic planning to ensure the team is sufficiently trained in all areas and able to perform their daily tasks efficiently and with low error rate Oversee the end-to-end Dealer/Client onboarding configuration process efficiently Act as an escalation point, resolving client issues efficiently while maintaining strong relationships with internal/external stakeholders Working closely with revenue generating teams, Relationship Management / Sales, understanding SRM client's requirements and demands Working closely with other Operational teams, escalating appropriately whilst ensuring client is managed effectively throughout Ensure effective procedures and help guides are in place for the necessary departmental processes Continually work toward a greater level of automation within Customer Operations; ensure initiatives are raised using the correct process and logged accordingly Undertake individual projects and represent Customer Operations in respect to client-facing impacts Collaborate with senior management, sharing insights, client feedback, and recommendations for service improvements What We're Looking For 4+ years' experience within a financial services firm, with client facing and management exposure Knowledge of MarketAxess, e-trading platforms and the fixed income trade life cycle preferred Comprehensive understanding of the regulatory landscape, with specific experience within MiFID II Proficient excel skills, with exposure to Macro/VBA Excellent communication skills with the ability to articulate concisely to Senior Management, and client base Excellent interpersonal skills, with the ability to influence internal and external stakeholders at all levels of seniority Excellent analytical skills and critical thinking abilities, proven ability to prioritise projects, innovative thinking, and a client-focused approach Must be proficient in Excel, and PowerPoint Ability to work both independently and as a team member Self-starter and tenacious; ability to motivate others Adequate management of priorities in multi-task environment English as a requisite, other languages advantageous What You Can Expect from Us Central Location: based at our city offices near St Paul's. Free Food: We provide lunch each day of the week when the employee attends the office via our vendor Feedr as well as breakfast cereals, office snacks and drinks from our free vending machines Paid Time Off: 25 days annual leave entitlement plus 2 charity days Reward for your service: We offer a two-week bonus holiday after completing each 5 years of service Core benefits: Besides competitive standard benefits package we offer private medical (PMI) for family, Cash Plan, health screenings, dental cover, 6X life assurance, critical illness cover, income protection, pension, car leasing (Tusker electronic cars), reimbursement for wellness stipend, interest free season ticket loan and a "Share Incentive" plan Tuition Assistance and Professional Training: Benefit from on-demand learning, boot camps, and opportunities to attend conferences Collaboration and innovation are integral to our success - it's how we got to where we are and how we'll maintain and grow our competitive advantage. We believe this best happens in an office environment. Employees work in the office 4 days a week. This approach still allows for flexibility depending on the business function you work within but also helps us maintain a collaborative office environment long-term.
Barclays
Structured Finance Manager
Barclays
Join us as a Structured Finance Manager at Barclays, where you'll be primarily responsible for managing complex debt transactions, supporting internal colleagues, and liaising with clients. To be successful as a Structured Finance Manager at Barclays, you should have experience with: Accounting degree Audit or finance or tax knowledge Good analytical skills and Excel knowledge Excellent interpersonal skills Some other highly valued skills may include Previous debt management experience Experience in working in a large, international organisation You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills. This role can be based in either London, Birmingham, Bristol, Glasgow or Manchester. Purpose of the role To manage debt structuring and set the strategic direction. Provide support to the bank's senior management team, and to manage debt structuring risk across the organisation. Accountabilities Development of strategic direction for debt structuring, including the implementation of up to date methodologies and processes. Management of debt structuring, including oversight of colleagues and their performance, implementation of departmental goals and objectives, oversight of department efficiency and effectiveness Relationship management of debt structuring stakeholders, including identifying relevant stakeholders, and maintenance of the quality of external third party services. Development and implementation of policies and procedures for debt structuring. Management of debt structuring risk, including identification of potential risks, development of strategies to mitigate those risks, and maintenance of alignment between the bank's debt structuring and compliance functions Monitoring the financial performance of the debt structuring department, including revenue, profitability, and cost control. Conducting thorough market research to understand market trends, competitive landscape, and regulatory changes to identify market opportunities. Assistant Vice President Expectations To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions. Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes. Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues. Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda. Take ownership for managing risk and strengthening controls in relation to the work done. Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy. Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively. Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience. Influence or convince stakeholders to achieve outcomes. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Jun 28, 2025
Full time
Join us as a Structured Finance Manager at Barclays, where you'll be primarily responsible for managing complex debt transactions, supporting internal colleagues, and liaising with clients. To be successful as a Structured Finance Manager at Barclays, you should have experience with: Accounting degree Audit or finance or tax knowledge Good analytical skills and Excel knowledge Excellent interpersonal skills Some other highly valued skills may include Previous debt management experience Experience in working in a large, international organisation You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills. This role can be based in either London, Birmingham, Bristol, Glasgow or Manchester. Purpose of the role To manage debt structuring and set the strategic direction. Provide support to the bank's senior management team, and to manage debt structuring risk across the organisation. Accountabilities Development of strategic direction for debt structuring, including the implementation of up to date methodologies and processes. Management of debt structuring, including oversight of colleagues and their performance, implementation of departmental goals and objectives, oversight of department efficiency and effectiveness Relationship management of debt structuring stakeholders, including identifying relevant stakeholders, and maintenance of the quality of external third party services. Development and implementation of policies and procedures for debt structuring. Management of debt structuring risk, including identification of potential risks, development of strategies to mitigate those risks, and maintenance of alignment between the bank's debt structuring and compliance functions Monitoring the financial performance of the debt structuring department, including revenue, profitability, and cost control. Conducting thorough market research to understand market trends, competitive landscape, and regulatory changes to identify market opportunities. Assistant Vice President Expectations To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions. Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes. Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues. Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda. Take ownership for managing risk and strengthening controls in relation to the work done. Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy. Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively. Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience. Influence or convince stakeholders to achieve outcomes. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Barclays
Structured Finance Manager
Barclays Birmingham, Staffordshire
Join us as a Structured Finance Manager at Barclays, where you'll be primarily responsible for managing complex debt transactions, supporting internal colleagues, and liaising with clients. To be successful as a Structured Finance Manager at Barclays, you should have experience with: Accounting degree Audit or finance or tax knowledge Good analytical skills and Excel knowledge Excellent interpersonal skills Some other highly valued skills may include Previous debt management experience Experience in working in a large, international organisation You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills. This role can be based in either London, Birmingham, Bristol, Glasgow or Manchester. Purpose of the role To manage debt structuring and set the strategic direction. Provide support to the bank's senior management team, and to manage debt structuring risk across the organisation. Accountabilities Development of strategic direction for debt structuring, including the implementation of up to date methodologies and processes. Management of debt structuring, including oversight of colleagues and their performance, implementation of departmental goals and objectives, oversight of department efficiency and effectiveness Relationship management of debt structuring stakeholders, including identifying relevant stakeholders, and maintenance of the quality of external third party services. Development and implementation of policies and procedures for debt structuring. Management of debt structuring risk, including identification of potential risks, development of strategies to mitigate those risks, and maintenance of alignment between the bank's debt structuring and compliance functions Monitoring the financial performance of the debt structuring department, including revenue, profitability, and cost control. Conducting thorough market research to understand market trends, competitive landscape, and regulatory changes to identify market opportunities. Assistant Vice President Expectations To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions. Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes. Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues. Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda. Take ownership for managing risk and strengthening controls in relation to the work done. Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy. Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively. Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience. Influence or convince stakeholders to achieve outcomes. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Jun 28, 2025
Full time
Join us as a Structured Finance Manager at Barclays, where you'll be primarily responsible for managing complex debt transactions, supporting internal colleagues, and liaising with clients. To be successful as a Structured Finance Manager at Barclays, you should have experience with: Accounting degree Audit or finance or tax knowledge Good analytical skills and Excel knowledge Excellent interpersonal skills Some other highly valued skills may include Previous debt management experience Experience in working in a large, international organisation You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills. This role can be based in either London, Birmingham, Bristol, Glasgow or Manchester. Purpose of the role To manage debt structuring and set the strategic direction. Provide support to the bank's senior management team, and to manage debt structuring risk across the organisation. Accountabilities Development of strategic direction for debt structuring, including the implementation of up to date methodologies and processes. Management of debt structuring, including oversight of colleagues and their performance, implementation of departmental goals and objectives, oversight of department efficiency and effectiveness Relationship management of debt structuring stakeholders, including identifying relevant stakeholders, and maintenance of the quality of external third party services. Development and implementation of policies and procedures for debt structuring. Management of debt structuring risk, including identification of potential risks, development of strategies to mitigate those risks, and maintenance of alignment between the bank's debt structuring and compliance functions Monitoring the financial performance of the debt structuring department, including revenue, profitability, and cost control. Conducting thorough market research to understand market trends, competitive landscape, and regulatory changes to identify market opportunities. Assistant Vice President Expectations To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions. Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes. Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues. Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda. Take ownership for managing risk and strengthening controls in relation to the work done. Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy. Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively. Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience. Influence or convince stakeholders to achieve outcomes. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Barclays
Structured Finance Manager
Barclays Bristol, Gloucestershire
Join us as a Structured Finance Manager at Barclays, where you'll be primarily responsible for managing complex debt transactions, supporting internal colleagues, and liaising with clients. To be successful as a Structured Finance Manager at Barclays, you should have experience with: Accounting degree Audit or finance or tax knowledge Good analytical skills and Excel knowledge Excellent interpersonal skills Some other highly valued skills may include Previous debt management experience Experience in working in a large, international organisation You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills. This role can be based in either London, Birmingham, Bristol, Glasgow or Manchester. Purpose of the role To manage debt structuring and set the strategic direction. Provide support to the bank's senior management team, and to manage debt structuring risk across the organisation. Accountabilities Development of strategic direction for debt structuring, including the implementation of up to date methodologies and processes. Management of debt structuring, including oversight of colleagues and their performance, implementation of departmental goals and objectives, oversight of department efficiency and effectiveness Relationship management of debt structuring stakeholders, including identifying relevant stakeholders, and maintenance of the quality of external third party services. Development and implementation of policies and procedures for debt structuring. Management of debt structuring risk, including identification of potential risks, development of strategies to mitigate those risks, and maintenance of alignment between the bank's debt structuring and compliance functions Monitoring the financial performance of the debt structuring department, including revenue, profitability, and cost control. Conducting thorough market research to understand market trends, competitive landscape, and regulatory changes to identify market opportunities. Assistant Vice President Expectations To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions. Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes. Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues. Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda. Take ownership for managing risk and strengthening controls in relation to the work done. Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy. Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively. Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience. Influence or convince stakeholders to achieve outcomes. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Jun 28, 2025
Full time
Join us as a Structured Finance Manager at Barclays, where you'll be primarily responsible for managing complex debt transactions, supporting internal colleagues, and liaising with clients. To be successful as a Structured Finance Manager at Barclays, you should have experience with: Accounting degree Audit or finance or tax knowledge Good analytical skills and Excel knowledge Excellent interpersonal skills Some other highly valued skills may include Previous debt management experience Experience in working in a large, international organisation You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills. This role can be based in either London, Birmingham, Bristol, Glasgow or Manchester. Purpose of the role To manage debt structuring and set the strategic direction. Provide support to the bank's senior management team, and to manage debt structuring risk across the organisation. Accountabilities Development of strategic direction for debt structuring, including the implementation of up to date methodologies and processes. Management of debt structuring, including oversight of colleagues and their performance, implementation of departmental goals and objectives, oversight of department efficiency and effectiveness Relationship management of debt structuring stakeholders, including identifying relevant stakeholders, and maintenance of the quality of external third party services. Development and implementation of policies and procedures for debt structuring. Management of debt structuring risk, including identification of potential risks, development of strategies to mitigate those risks, and maintenance of alignment between the bank's debt structuring and compliance functions Monitoring the financial performance of the debt structuring department, including revenue, profitability, and cost control. Conducting thorough market research to understand market trends, competitive landscape, and regulatory changes to identify market opportunities. Assistant Vice President Expectations To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions. Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes. Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues. Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda. Take ownership for managing risk and strengthening controls in relation to the work done. Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy. Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively. Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience. Influence or convince stakeholders to achieve outcomes. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Barclays
Structured Finance Manager
Barclays
Join us as a Structured Finance Manager at Barclays, where you'll be primarily responsible for managing complex debt transactions, supporting internal colleagues, and liaising with clients. To be successful as a Structured Finance Manager at Barclays, you should have experience with: Accounting degree Audit or finance or tax knowledge Good analytical skills and Excel knowledge Excellent interpersonal skills Some other highly valued skills may include Previous debt management experience Experience in working in a large, international organisation You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills. This role can be based in either London, Birmingham, Bristol, Glasgow or Manchester. Purpose of the role To manage debt structuring and set the strategic direction. Provide support to the bank's senior management team, and to manage debt structuring risk across the organisation. Accountabilities Development of strategic direction for debt structuring, including the implementation of up to date methodologies and processes. Management of debt structuring, including oversight of colleagues and their performance, implementation of departmental goals and objectives, oversight of department efficiency and effectiveness Relationship management of debt structuring stakeholders, including identifying relevant stakeholders, and maintenance of the quality of external third party services. Development and implementation of policies and procedures for debt structuring. Management of debt structuring risk, including identification of potential risks, development of strategies to mitigate those risks, and maintenance of alignment between the bank's debt structuring and compliance functions Monitoring the financial performance of the debt structuring department, including revenue, profitability, and cost control. Conducting thorough market research to understand market trends, competitive landscape, and regulatory changes to identify market opportunities. Assistant Vice President Expectations To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions. Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes. Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues. Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda. Take ownership for managing risk and strengthening controls in relation to the work done. Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy. Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively. Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience. Influence or convince stakeholders to achieve outcomes. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Jun 28, 2025
Full time
Join us as a Structured Finance Manager at Barclays, where you'll be primarily responsible for managing complex debt transactions, supporting internal colleagues, and liaising with clients. To be successful as a Structured Finance Manager at Barclays, you should have experience with: Accounting degree Audit or finance or tax knowledge Good analytical skills and Excel knowledge Excellent interpersonal skills Some other highly valued skills may include Previous debt management experience Experience in working in a large, international organisation You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills. This role can be based in either London, Birmingham, Bristol, Glasgow or Manchester. Purpose of the role To manage debt structuring and set the strategic direction. Provide support to the bank's senior management team, and to manage debt structuring risk across the organisation. Accountabilities Development of strategic direction for debt structuring, including the implementation of up to date methodologies and processes. Management of debt structuring, including oversight of colleagues and their performance, implementation of departmental goals and objectives, oversight of department efficiency and effectiveness Relationship management of debt structuring stakeholders, including identifying relevant stakeholders, and maintenance of the quality of external third party services. Development and implementation of policies and procedures for debt structuring. Management of debt structuring risk, including identification of potential risks, development of strategies to mitigate those risks, and maintenance of alignment between the bank's debt structuring and compliance functions Monitoring the financial performance of the debt structuring department, including revenue, profitability, and cost control. Conducting thorough market research to understand market trends, competitive landscape, and regulatory changes to identify market opportunities. Assistant Vice President Expectations To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions. Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes. Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues. Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda. Take ownership for managing risk and strengthening controls in relation to the work done. Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy. Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively. Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience. Influence or convince stakeholders to achieve outcomes. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Amazon
Tax Analyst III, Global WHT
Amazon
Amazon is seeking a Tax Manager to join its Withholding Tax team in our Hyderabad, India office. As a member of the Withholding Tax team, the Tax Manager will own the end-to-end withholding compliance processes for multiple countries. The Tax Manager will support the global tax, business and other stakeholder teams on various projects and deliverables. A highly organized self-starter with excellent communication and time management skills will be successful on this team. Key job responsibilities - Advise and support on withholding tax considerations for new countries, projects and business lines. - Manage withholding tax compliances including payments and filings with tax authorities. - Manage systems for regular review of financial activity for withholding tax assessment - Manage, research and deliver on customer requests for tax documents and withholding tax queries - Assist with tax controversy efforts by gathering and organizing supporting documentation of withholding tax positions and filings - Exposure in US withholding tax and 1099 & 1042S tax filings will be a plus point. - Prepare materials needed for yearly tax filings and tax audit requirements. - Support automation and tech initiatives for withholding tax A day in the life A successful candidate will have excellent organizational and communication skills; a strong attention to detail; and the ability to employ technology tools to streamline large amounts of data for tax reporting. Should have ability to prioritize multiple tasks with teammates around the globe in a deadline-driven, dynamic environment, and will be self-motivated to build cross functional process improvements. About the team The Amazon Tax Department is a fast-paced, team-focused, dynamic environment. The mission of Global Withholding team is to timely, accurately, and efficiently report taxes to tax authorities globally. BASIC QUALIFICATIONS - 4+ years of tax, finance or a related analytical field experience - Knowledge of Microsoft Office products and applications at an advanced level - Experience working in a large public accounting firm or multi-national corporate tax department PREFERRED QUALIFICATIONS - Master's degree in finance, accounting or related field Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner. Posted: June 24, 2025 (Updated 18 minutes ago) Posted: February 20, 2025 (Updated about 12 hours ago) Posted: March 4, 2025 (Updated about 15 hours ago) Posted: June 24, 2025 (Updated about 16 hours ago) Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability or other legally protected status.
Jun 28, 2025
Full time
Amazon is seeking a Tax Manager to join its Withholding Tax team in our Hyderabad, India office. As a member of the Withholding Tax team, the Tax Manager will own the end-to-end withholding compliance processes for multiple countries. The Tax Manager will support the global tax, business and other stakeholder teams on various projects and deliverables. A highly organized self-starter with excellent communication and time management skills will be successful on this team. Key job responsibilities - Advise and support on withholding tax considerations for new countries, projects and business lines. - Manage withholding tax compliances including payments and filings with tax authorities. - Manage systems for regular review of financial activity for withholding tax assessment - Manage, research and deliver on customer requests for tax documents and withholding tax queries - Assist with tax controversy efforts by gathering and organizing supporting documentation of withholding tax positions and filings - Exposure in US withholding tax and 1099 & 1042S tax filings will be a plus point. - Prepare materials needed for yearly tax filings and tax audit requirements. - Support automation and tech initiatives for withholding tax A day in the life A successful candidate will have excellent organizational and communication skills; a strong attention to detail; and the ability to employ technology tools to streamline large amounts of data for tax reporting. Should have ability to prioritize multiple tasks with teammates around the globe in a deadline-driven, dynamic environment, and will be self-motivated to build cross functional process improvements. About the team The Amazon Tax Department is a fast-paced, team-focused, dynamic environment. The mission of Global Withholding team is to timely, accurately, and efficiently report taxes to tax authorities globally. BASIC QUALIFICATIONS - 4+ years of tax, finance or a related analytical field experience - Knowledge of Microsoft Office products and applications at an advanced level - Experience working in a large public accounting firm or multi-national corporate tax department PREFERRED QUALIFICATIONS - Master's degree in finance, accounting or related field Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner. Posted: June 24, 2025 (Updated 18 minutes ago) Posted: February 20, 2025 (Updated about 12 hours ago) Posted: March 4, 2025 (Updated about 15 hours ago) Posted: June 24, 2025 (Updated about 16 hours ago) Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability or other legally protected status.
Financial Reporting Manager Hypergrowth Cleantech Scale-up 12 Month FTC
Harmonic Finance | Certified B Corp
Financial Reporting Manager Hypergrowth Cleantech Scale-up 12 Month FTC London The Business Harmonic are excited to be working with an extremely high growth Cleantech scale-up in their search for a Financial Reporting Manager to join the team on a 12 month fixed-term basis. The business has developed a cutting-edge device for reducing fuel consumption in the transportation industry. They are the only business to have proven their technology in the space and have the revenue growth to reflect their market dominance. They have grown revenue from £2m in 2019 to over £60m now with limited external investment. The company culture is incredibly high performing but friendly. Everyone is working towards a common goal and there are no huge egos in the room. They remain in a hybrid working model. The Role Reporting directly to the Financial Controller (but working closely with the VP Finance, CFO and other departments), the Financial Reporting Manager will oversee the day-to-day accounting operations, including treasury, tax, and managing the Accounts Assistant. They will lead both the Dutch group audit and the UK audit, including preparing the statutory financial statements. The role involves handling regular, calendar-driven tasks that a qualified accountant would typically manage in a small, well-rounded finance team. Responsibilities: Lead month-end accounting processes including balance sheet preparation, journal postings, and reconciliation of key accounts. Oversee daily and weekly cash management activities, including cashflow forecasting and investment tracking. Act as the finance lead for the company's foreign entity, working with local accountants to review monthly reports, manage funding, and oversee compliance. Support the preparation of tax filings and submissions, including VAT returns, R&D tax credit claims, and corporation tax. Maintain oversight of accounts payable processes, including reviewing payment runs, bank reconciliations, and supplier data. Assist with governance and administrative tasks, such as company secretarial filings, pricing updates, and managing corporate cards. Manage the full statutory audit process for both UK and Dutch entities, including preparing financial statements, coordinating with auditors, and responding to queries. Contribute to ad hoc finance projects and provide support to senior finance leadership as required. What we need to see: Qualified Accountant (ACCA, CIMA, ACA or equivalent) Experience with NetSuite accounting software (highly desired) Intermediate Excel skills for report building and analysis Strong communication and influencing skills Confident holding people to account and implementing change where needed A team player who will be working with the wider business and the rest of Finance Pro-active, entrepreneurial 'can do' attitude with exceptional attention to detail Inquisitive to learn and develop Location: Central London Salary: £80,000 - £90,000 Start date: September At Harmonic, we are dedicated to fostering an inclusive and equitable workplace. We actively welcome applications from individuals of all backgrounds and assure you that every candidate will be thoughtfully considered for the roles we represent, without regard to race, religion, gender expression, disability, or sexual orientation.
Jun 28, 2025
Full time
Financial Reporting Manager Hypergrowth Cleantech Scale-up 12 Month FTC London The Business Harmonic are excited to be working with an extremely high growth Cleantech scale-up in their search for a Financial Reporting Manager to join the team on a 12 month fixed-term basis. The business has developed a cutting-edge device for reducing fuel consumption in the transportation industry. They are the only business to have proven their technology in the space and have the revenue growth to reflect their market dominance. They have grown revenue from £2m in 2019 to over £60m now with limited external investment. The company culture is incredibly high performing but friendly. Everyone is working towards a common goal and there are no huge egos in the room. They remain in a hybrid working model. The Role Reporting directly to the Financial Controller (but working closely with the VP Finance, CFO and other departments), the Financial Reporting Manager will oversee the day-to-day accounting operations, including treasury, tax, and managing the Accounts Assistant. They will lead both the Dutch group audit and the UK audit, including preparing the statutory financial statements. The role involves handling regular, calendar-driven tasks that a qualified accountant would typically manage in a small, well-rounded finance team. Responsibilities: Lead month-end accounting processes including balance sheet preparation, journal postings, and reconciliation of key accounts. Oversee daily and weekly cash management activities, including cashflow forecasting and investment tracking. Act as the finance lead for the company's foreign entity, working with local accountants to review monthly reports, manage funding, and oversee compliance. Support the preparation of tax filings and submissions, including VAT returns, R&D tax credit claims, and corporation tax. Maintain oversight of accounts payable processes, including reviewing payment runs, bank reconciliations, and supplier data. Assist with governance and administrative tasks, such as company secretarial filings, pricing updates, and managing corporate cards. Manage the full statutory audit process for both UK and Dutch entities, including preparing financial statements, coordinating with auditors, and responding to queries. Contribute to ad hoc finance projects and provide support to senior finance leadership as required. What we need to see: Qualified Accountant (ACCA, CIMA, ACA or equivalent) Experience with NetSuite accounting software (highly desired) Intermediate Excel skills for report building and analysis Strong communication and influencing skills Confident holding people to account and implementing change where needed A team player who will be working with the wider business and the rest of Finance Pro-active, entrepreneurial 'can do' attitude with exceptional attention to detail Inquisitive to learn and develop Location: Central London Salary: £80,000 - £90,000 Start date: September At Harmonic, we are dedicated to fostering an inclusive and equitable workplace. We actively welcome applications from individuals of all backgrounds and assure you that every candidate will be thoughtfully considered for the roles we represent, without regard to race, religion, gender expression, disability, or sexual orientation.
BDO UK
Private Client Tax Assistant Manager
BDO UK Southampton, Hampshire
Job Description Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. We'll broaden your horizons Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We'll help you succeed Our clients trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with clients and building long-lasting relationships. You'll be someone who can work pro-actively, managing your own tasks, but you'll also be confident collaborating with others, communicating regularly with senior managers, Directors, and BDO's Partners to enable us to serve our clients effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to our clients. Role Overview This role within the Private Client Services team will provide full UK tax compliance and advisory services to a wide range of regional, London and internationally based clients. An Assistant Manager is required to lead/support the continued expansion of the Private Client Services team generally with a focus on advisory work for HNWIs and families, entrepreneurs, OMBs, private equity, trusts, with a varied asset base. The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients - this portfolio will be split between advisory and tax compliance initially, but with a move to more advisory work in the longer term. You will also provide assistance to Partners/Directors and the wider manager team in both client work and in the management of the team and will be involved in special assignments on an ad hoc basis. Part of the role requires the individual to actively seek and be involved in business development and proposals working with Partner/Director and the manager team on opportunities arising from existing and new clients. There will also be opportunities to work with other BDO tax specialists nationally and internationally. Responsibilities To act as a key point of contact within the firm for the client, together with the Partner. This will involve responding quickly to, as well as anticipating, client requests/needs, keeping clients informed of progress in relation to all aspects of the service provided, and maintaining regular contact with clients; There will be an expectation that you will take full responsibility for project delivery on their portfolio Have a strong understanding of the technical complexities that our clients face and be able to provide clear, concise and practical advice Manage a varied portfolio of clients commercially including control of billings and cash collection within the firms criteria Review of work prepared by more junior members of staff Liaise with HMRC To ensure assignments are completed within agreed budgets and keep client/Partner/Director/Manager informed of overruns and plan staff assignments in order to give an appropriate spread of experience Ensure that the firm's quality control procedures are adhered to at all times Identify risk and technical matters, as well as selling opportunities, to the Partner/Director/Manager group, whilst exercising judgement within agreed parameters. Management: Must provide overall support to Partners/Directors and Managers on client matters and assist in the management of the group, this will include support at times for the recruitment and management of staff Will assist the management team within the business group, to provide support to the rest of the Tax team Actively participate team meetings. Training must be provided to more junior staff both on the job and through monitoring exam and on the job performance, whilst consistently providing feedback Counsel, appraise, develop and motivate staff as appropriate Sales and Marketing: Must be able to recognise business development opportunities and inform and work with the Partners/Directors/Managers and the client to develop these when they arise Participate in bids/proposals for new work and business development with intermediaries Communication and representation: Develop contact with clients at senior level and maintain contact with other levels as appropriate to ensure the firm has the confidence of the client Act as a liaison between the client and other specialist service groups within BDO Contribute presenting on internal courses and meetings To work on own initiative Consult with colleagues and Partners/Directors/Managers on technical and risk matters. Requirements Educated to degree level, and/or CTA and/or ACA qualified or equivalent Demonstrable post qualified experience Strong technical ability in the field of private client. Guide and supervise less experienced colleagues. Support, train, mentor and advise others in own area. Challenge current practice - driving improvements and championing change. Take personal responsibility for own decisions and actions and those of others. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jun 28, 2025
Full time
Job Description Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. We'll broaden your horizons Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We'll help you succeed Our clients trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with clients and building long-lasting relationships. You'll be someone who can work pro-actively, managing your own tasks, but you'll also be confident collaborating with others, communicating regularly with senior managers, Directors, and BDO's Partners to enable us to serve our clients effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to our clients. Role Overview This role within the Private Client Services team will provide full UK tax compliance and advisory services to a wide range of regional, London and internationally based clients. An Assistant Manager is required to lead/support the continued expansion of the Private Client Services team generally with a focus on advisory work for HNWIs and families, entrepreneurs, OMBs, private equity, trusts, with a varied asset base. The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients - this portfolio will be split between advisory and tax compliance initially, but with a move to more advisory work in the longer term. You will also provide assistance to Partners/Directors and the wider manager team in both client work and in the management of the team and will be involved in special assignments on an ad hoc basis. Part of the role requires the individual to actively seek and be involved in business development and proposals working with Partner/Director and the manager team on opportunities arising from existing and new clients. There will also be opportunities to work with other BDO tax specialists nationally and internationally. Responsibilities To act as a key point of contact within the firm for the client, together with the Partner. This will involve responding quickly to, as well as anticipating, client requests/needs, keeping clients informed of progress in relation to all aspects of the service provided, and maintaining regular contact with clients; There will be an expectation that you will take full responsibility for project delivery on their portfolio Have a strong understanding of the technical complexities that our clients face and be able to provide clear, concise and practical advice Manage a varied portfolio of clients commercially including control of billings and cash collection within the firms criteria Review of work prepared by more junior members of staff Liaise with HMRC To ensure assignments are completed within agreed budgets and keep client/Partner/Director/Manager informed of overruns and plan staff assignments in order to give an appropriate spread of experience Ensure that the firm's quality control procedures are adhered to at all times Identify risk and technical matters, as well as selling opportunities, to the Partner/Director/Manager group, whilst exercising judgement within agreed parameters. Management: Must provide overall support to Partners/Directors and Managers on client matters and assist in the management of the group, this will include support at times for the recruitment and management of staff Will assist the management team within the business group, to provide support to the rest of the Tax team Actively participate team meetings. Training must be provided to more junior staff both on the job and through monitoring exam and on the job performance, whilst consistently providing feedback Counsel, appraise, develop and motivate staff as appropriate Sales and Marketing: Must be able to recognise business development opportunities and inform and work with the Partners/Directors/Managers and the client to develop these when they arise Participate in bids/proposals for new work and business development with intermediaries Communication and representation: Develop contact with clients at senior level and maintain contact with other levels as appropriate to ensure the firm has the confidence of the client Act as a liaison between the client and other specialist service groups within BDO Contribute presenting on internal courses and meetings To work on own initiative Consult with colleagues and Partners/Directors/Managers on technical and risk matters. Requirements Educated to degree level, and/or CTA and/or ACA qualified or equivalent Demonstrable post qualified experience Strong technical ability in the field of private client. Guide and supervise less experienced colleagues. Support, train, mentor and advise others in own area. Challenge current practice - driving improvements and championing change. Take personal responsibility for own decisions and actions and those of others. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Get Staffed Online Recruitment
Tax Manager
Get Staffed Online Recruitment Edinburgh, Midlothian
Join Our Client's Team - Tax Manager Opportunity Location: Edinburgh City Centre Established in 1995, our client has spent the past 30 years building an enviable reputation for delivering excellent advice and first-class service to both business and personal clients. While proud of their heritage, they are a business that continues to evolve and grow click apply for full job details
Jun 28, 2025
Full time
Join Our Client's Team - Tax Manager Opportunity Location: Edinburgh City Centre Established in 1995, our client has spent the past 30 years building an enviable reputation for delivering excellent advice and first-class service to both business and personal clients. While proud of their heritage, they are a business that continues to evolve and grow click apply for full job details
BDO UK
Corporate and M&A Tax Senior Manager
BDO UK
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. We'll broaden your horizons Our Tax team thrives on keeping busy. Friendly, driven and diverse, they service our clients across the country and around the world. By providing expertise in many different specialist areas of tax, they collaborate across BDO to deliver wider business solutions. From meeting clients' evolving business needs to managing changes to legislation, there are always fresh challenges to face in the Tax team. If you're after a career that will keep you on your toes, we'll give you the autonomy to drive your career forward. We'll help you succeed The Transaction Tax team focusses on delivering high quality M&A tax services to private equity houses and acquisitive corporates across a range of sectors. The team has a focussed growth plan and your contribution will add to this. This role requires an experienced transaction tax operative who is comfortable leading a range of tax due diligence, both buy side and sell side, and tax structuring assignments. The role will require working closely with other members of the team including tax specialist colleagues in VAT, Employment Taxes etc and with colleagues in Transaction Services. The role requires technical excellence as well as the ability to think commercially and to communicate tax technical issues to various stakeholders. Responsibilities Lead a variety of tax due diligence and tax structuring projects, working closely with other specialists within the firm and the transaction support team. Develop your own network of contacts internally and externally and start winning own work and cross selling. Be responsible for client take on and engagement procedures and managing risks around projects. Respond quickly to, as well as anticipating, client requests/needs, keeping clients informed of progress in relation to all aspects of the transaction service provided, and maintaining regular contact with clients and internal stakeholders. Input into legal documents and forecast models. Be responsible for coaching and developing junior members of staff. Contribute to the development of certain key transaction relationships, e.g. key private equity accounts. Requirements An in depth, up to date, knowledge of taxation with specialist knowledge and the ability to deal with complex tax issues arising on transactions Demonstrable relevant transactions experience Project and staff management experience Ability to develop client relationships and to sell new services to existing clients Experience of dealing with client senior management and other stakeholders such as legal advisers Educated to degree level and/or CTA and/or ACA qualified or equivalent You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jun 28, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. We'll broaden your horizons Our Tax team thrives on keeping busy. Friendly, driven and diverse, they service our clients across the country and around the world. By providing expertise in many different specialist areas of tax, they collaborate across BDO to deliver wider business solutions. From meeting clients' evolving business needs to managing changes to legislation, there are always fresh challenges to face in the Tax team. If you're after a career that will keep you on your toes, we'll give you the autonomy to drive your career forward. We'll help you succeed The Transaction Tax team focusses on delivering high quality M&A tax services to private equity houses and acquisitive corporates across a range of sectors. The team has a focussed growth plan and your contribution will add to this. This role requires an experienced transaction tax operative who is comfortable leading a range of tax due diligence, both buy side and sell side, and tax structuring assignments. The role will require working closely with other members of the team including tax specialist colleagues in VAT, Employment Taxes etc and with colleagues in Transaction Services. The role requires technical excellence as well as the ability to think commercially and to communicate tax technical issues to various stakeholders. Responsibilities Lead a variety of tax due diligence and tax structuring projects, working closely with other specialists within the firm and the transaction support team. Develop your own network of contacts internally and externally and start winning own work and cross selling. Be responsible for client take on and engagement procedures and managing risks around projects. Respond quickly to, as well as anticipating, client requests/needs, keeping clients informed of progress in relation to all aspects of the transaction service provided, and maintaining regular contact with clients and internal stakeholders. Input into legal documents and forecast models. Be responsible for coaching and developing junior members of staff. Contribute to the development of certain key transaction relationships, e.g. key private equity accounts. Requirements An in depth, up to date, knowledge of taxation with specialist knowledge and the ability to deal with complex tax issues arising on transactions Demonstrable relevant transactions experience Project and staff management experience Ability to develop client relationships and to sell new services to existing clients Experience of dealing with client senior management and other stakeholders such as legal advisers Educated to degree level and/or CTA and/or ACA qualified or equivalent You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Senior Compensation Analyst
Arthur J. Gallagher & Co. (AJG)
Introduction Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management. We believe that every candidate brings something special to the table, including you! So, even if you feel that you're close but not an exact match, we encourage you to apply. Overview As a Senior Compensation Analyst, you will play a pivotal role in supporting the Compensation Director in managing and delivering compensation activities within the UK and EMEA broking division, as well as global projects. This role requires a strategic thinker who can navigate complex compensation structures and provide insightful analysis to drive decision-making. You will be responsible for ensuring that our compensation programmes are competitive, compliant, and aligned with Gallagher's business objectives. Your expertise will be crucial in shaping compensation strategies that attract, retain, and motivate top talent across the organisation. You will collaborate closely with internal stakeholders, including HR, Finance, Risk, Legal, and divisional business leadership teams up to the C-suite, to ensure seamless integration and execution of compensation initiatives. Additionally, you will have the opportunity to lead and contribute to various reward projects, enhancing your professional growth and impact within the company. How you'll make an impact Annual Pay Review Cycle: Contribute to the end-to-end delivery of the annual pay review process, including project management, stakeholder engagement, data preparation, process governance, colleague communication, and post-process review. UK RemCo Support: Assist in preparing proposals and papers for the Remuneration Committee, including recommendation formulation, analysis, market research, and interaction with external advisors. Incentives and Bonus Management: Oversee incentive & bonus plans across the global population, ensuring regulatory compliance and governance controls. Salary and Allowances Oversight: Ensure effective governance and controls for salary and allowance-based pay activities, adhering to global statutory requirements. LTIP and Equity Plans Management: Handle annual long-term incentive, deferred compensation, and share-based plans, including communication, vesting, and participant training. Benchmarking: Oversee annual pay survey submissions and support ad-hoc benchmarking requirements, ensuring managers have effective pay survey data and insights. Pay Reporting: Manage UK mandatory gender pay reporting and develop other reporting areas, including ethnicity and EU pay directive requirements. Merger and Acquisition Activity: Drive compensation-related processes for corporate acquisitions, including due diligence and integration of acquired populations. Data Analysis and Presentation: Analyse business data to understand impacts on compensation programmes and present reviews and recommendations to management. Training and Programme Rollouts: Develop and distribute training materials for compensation programme rollouts. Reward Projects: Lead or contribute to UK/EMEA/Global projects as required. About You Senior Reward professional with a proven record in managing compensation activity within an international financial services organisation. University graduate with a strong academic background; CIPD qualification preferred. Advanced proficiency in Microsoft Excel and experience with HR systems, including Oracle. Desirable knowledge and experience in international reward management, RemCo process support, bonus and incentive scheme management, financial services pay regulation compliance, merger and acquisition reward processes, pay and tax legislation, benchmarking, and pay equity analysis. Strong relationship-building skills and impeccable attention to detail. Ability to manage workloads and meet deadlines. Comfort in presenting to senior leadership. Flexibility in supporting ad-hoc requests. Capability to work independently and collaboratively. Must have right to work in the UK Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, we'll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include: Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don't worry, we're here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with . If you'd prefer to speak on the phone, please request a call back, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Jun 28, 2025
Full time
Introduction Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management. We believe that every candidate brings something special to the table, including you! So, even if you feel that you're close but not an exact match, we encourage you to apply. Overview As a Senior Compensation Analyst, you will play a pivotal role in supporting the Compensation Director in managing and delivering compensation activities within the UK and EMEA broking division, as well as global projects. This role requires a strategic thinker who can navigate complex compensation structures and provide insightful analysis to drive decision-making. You will be responsible for ensuring that our compensation programmes are competitive, compliant, and aligned with Gallagher's business objectives. Your expertise will be crucial in shaping compensation strategies that attract, retain, and motivate top talent across the organisation. You will collaborate closely with internal stakeholders, including HR, Finance, Risk, Legal, and divisional business leadership teams up to the C-suite, to ensure seamless integration and execution of compensation initiatives. Additionally, you will have the opportunity to lead and contribute to various reward projects, enhancing your professional growth and impact within the company. How you'll make an impact Annual Pay Review Cycle: Contribute to the end-to-end delivery of the annual pay review process, including project management, stakeholder engagement, data preparation, process governance, colleague communication, and post-process review. UK RemCo Support: Assist in preparing proposals and papers for the Remuneration Committee, including recommendation formulation, analysis, market research, and interaction with external advisors. Incentives and Bonus Management: Oversee incentive & bonus plans across the global population, ensuring regulatory compliance and governance controls. Salary and Allowances Oversight: Ensure effective governance and controls for salary and allowance-based pay activities, adhering to global statutory requirements. LTIP and Equity Plans Management: Handle annual long-term incentive, deferred compensation, and share-based plans, including communication, vesting, and participant training. Benchmarking: Oversee annual pay survey submissions and support ad-hoc benchmarking requirements, ensuring managers have effective pay survey data and insights. Pay Reporting: Manage UK mandatory gender pay reporting and develop other reporting areas, including ethnicity and EU pay directive requirements. Merger and Acquisition Activity: Drive compensation-related processes for corporate acquisitions, including due diligence and integration of acquired populations. Data Analysis and Presentation: Analyse business data to understand impacts on compensation programmes and present reviews and recommendations to management. Training and Programme Rollouts: Develop and distribute training materials for compensation programme rollouts. Reward Projects: Lead or contribute to UK/EMEA/Global projects as required. About You Senior Reward professional with a proven record in managing compensation activity within an international financial services organisation. University graduate with a strong academic background; CIPD qualification preferred. Advanced proficiency in Microsoft Excel and experience with HR systems, including Oracle. Desirable knowledge and experience in international reward management, RemCo process support, bonus and incentive scheme management, financial services pay regulation compliance, merger and acquisition reward processes, pay and tax legislation, benchmarking, and pay equity analysis. Strong relationship-building skills and impeccable attention to detail. Ability to manage workloads and meet deadlines. Comfort in presenting to senior leadership. Flexibility in supporting ad-hoc requests. Capability to work independently and collaboratively. Must have right to work in the UK Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, we'll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include: Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don't worry, we're here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with . If you'd prefer to speak on the phone, please request a call back, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
BDO UK
Private Client Tax Manager
BDO UK
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Working, achieving, and thriving together, our Tax team move with every challenge. Friendly, driven and diverse, they service our clients across the country and around the world. By providing expertise in many different specialist areas of tax, they collaborate across BDO to deliver wider business solutions. From meeting clients' evolving business needs to managing changes to legislation, there are always fresh challenges to face in the Tax team. If you're after a career that will keep you on your toes, we'll give you the autonomy to drive your career forward. Tax is a dynamic, ever-changing industry. As our clients' needs and the regulatory environment evolve, you'll encounter new problems to solve and new opportunities for growth. Whether it's advising clients on high-profile specialisms like Corporation Tax or leading the implementation of intelligent technology solutions, you'll enjoy variety as well as stretch in your role. BDO supports all kinds of different businesses in different sectors across the UK and around the world. You'll be providing Tax Advisory services to start-ups and scale-ups, to private businesses and FTSE listed multinationals. Each of our clients has different needs and in applying your expertise in different contexts, you'll develop your skills and gain valuable experience that will serve you throughout your career. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. Responsibilities: Manage a portfolio of clients including control of billings and cash collection within the firms' criteria Advise on a range of tax matters, succession planning and restructuring projects, as well as review complex UK tax computations and returns To ensure assignments are completed within agreed budgets and keep client/Partner informed of overruns and plan staff assignments in order to give an appropriate spread of experience Ensure that the firm's quality control procedures are adhered to Identify risk and technical matters, as well as selling opportunities, to the Partner, whilst exercising judgement within agreed parameters. Must provide overall support to Partners on client matters and assist Partners in the management of the group, this will include support at times for the recruitment and management of staff Must be able to recognise business development opportunities and inform and work with the Partner and the client to develop these when they arise Develop contact with clients at senior level and maintain contact with other levels as appropriate to ensure the firm has the confidence of the client We're looking for someone with: Strong understanding of the technical complexities that our clients face and be able to provide clear, concise and practical advice Strong technical ability in the field of private client, in particular advising non-UK domiciled individuals and their personal/family structures on their global tax position Keen to develop specialist knowledge in the taxation of private equity executives as well as a general ability and desire to deal with complex tax issues Ability to maintain an in depth, up to date, knowledge of taxation Project management experience Team management experience. Demonstrable experience of successfully managing a substantial client portfolio An inquisitive nature, able to identify opportunities to enhance our client offering Senior stakeholder management experience. CTA and/or ACA qualified or equivalent You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jun 28, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Working, achieving, and thriving together, our Tax team move with every challenge. Friendly, driven and diverse, they service our clients across the country and around the world. By providing expertise in many different specialist areas of tax, they collaborate across BDO to deliver wider business solutions. From meeting clients' evolving business needs to managing changes to legislation, there are always fresh challenges to face in the Tax team. If you're after a career that will keep you on your toes, we'll give you the autonomy to drive your career forward. Tax is a dynamic, ever-changing industry. As our clients' needs and the regulatory environment evolve, you'll encounter new problems to solve and new opportunities for growth. Whether it's advising clients on high-profile specialisms like Corporation Tax or leading the implementation of intelligent technology solutions, you'll enjoy variety as well as stretch in your role. BDO supports all kinds of different businesses in different sectors across the UK and around the world. You'll be providing Tax Advisory services to start-ups and scale-ups, to private businesses and FTSE listed multinationals. Each of our clients has different needs and in applying your expertise in different contexts, you'll develop your skills and gain valuable experience that will serve you throughout your career. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. Responsibilities: Manage a portfolio of clients including control of billings and cash collection within the firms' criteria Advise on a range of tax matters, succession planning and restructuring projects, as well as review complex UK tax computations and returns To ensure assignments are completed within agreed budgets and keep client/Partner informed of overruns and plan staff assignments in order to give an appropriate spread of experience Ensure that the firm's quality control procedures are adhered to Identify risk and technical matters, as well as selling opportunities, to the Partner, whilst exercising judgement within agreed parameters. Must provide overall support to Partners on client matters and assist Partners in the management of the group, this will include support at times for the recruitment and management of staff Must be able to recognise business development opportunities and inform and work with the Partner and the client to develop these when they arise Develop contact with clients at senior level and maintain contact with other levels as appropriate to ensure the firm has the confidence of the client We're looking for someone with: Strong understanding of the technical complexities that our clients face and be able to provide clear, concise and practical advice Strong technical ability in the field of private client, in particular advising non-UK domiciled individuals and their personal/family structures on their global tax position Keen to develop specialist knowledge in the taxation of private equity executives as well as a general ability and desire to deal with complex tax issues Ability to maintain an in depth, up to date, knowledge of taxation Project management experience Team management experience. Demonstrable experience of successfully managing a substantial client portfolio An inquisitive nature, able to identify opportunities to enhance our client offering Senior stakeholder management experience. CTA and/or ACA qualified or equivalent You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Complaints Manager
Inshur Inc. Brighton, Sussex
Are you keen to work somewhere that's stimulating and friendly and plenty of freedom to make a real impact? This could be the place for you! We are looking for a Complaints Manager to join us at INSHUR! We're based in sunny Brighton ️ (sea , chips , and seagulls ️ included), and our company embraces a hybrid working model, allowing you to thrive in both collaborative office settings and the comfort of your own home . You'll have the opportunity to work remotely while also connecting with your colleagues at our Brighton office once a week as needed, fostering a dynamic and supportive environment. Supported by (and reporting to) the Head of Compliance, you'll be joining a friendly legal and compliance team who believe that a strong culture of compliance goes beyond adhering to rules and regulations and must be integrated with everything we do. How we conduct ourselves is as critical to Inshur's success as making the best products available to our customers. We value high performance and care deeply about making INSHUR a place where everyone is building something special, that we can all be proud of, while enjoying the ride. What you'll do As a Complaints Manager, you will oversee processes and systems to ensure the efficient and effective resolution of customer complaints, addressing concerns promptly and maintaining compliance with regulatory standards. You will also champion the delivery of a first-class customer experience by guiding internal teams to ensure operations support an exceptional customer journey. This role focuses on complaints operations, ensuring compliance, and driving improvements to reduce complaints. You will collaborate across all levels of the organisation, providing expert handling, guidance, and oversight to ensure the fair treatment of customers, including: Complaints Operations & Policy Build and execute a clear complaints strategy aligned with growth goals. Support complaints and disputes using industry best practices. Investigate complaints, ensuring dispute resolution (DISP)/regulatory compliance and expert resolution for complex cases. Identify root causes to recommend actionable improvements and reduce complaints. Perform risk-based Quality Assurance and oversee training to maintain complaint-handling competence. Ensure FCA reporting requirements are met with accurate and timely submissions. Customer Experience Advocate for customer-centric improvements to enhance outcomes. Provide insights into customer needs, mapping journeys to identify key improvement areas. Support initiatives to boost satisfaction metrics like NPS and CSAT. General Responsibilities Continuously review and refine processes to drive efficiency and improve complaints oversight. Embed a culture of accountability and learning to mitigate recurring issues. Report on complaints trends and recommend improvements to leadership. Coach and develop stakeholders, ensuring alignment with complaint-handling standards. Contribute insights to projects and initiatives to support good customer outcomes. The position provides challenging and rewarding opportunities to support a variety of business partners and to be involved in various aspects of the business. We'd love to hear from you if you have these essentials to thrive in the role; Relevant experience: Proven ability to work independently in a complaints role within an FCA-regulated business, building processess and workflows that hande personal or commercial lines insurance products such as Motor, Breakdown, Medical, or Business insurance. Deep working knowledge: of all insurance-related areas and claims operations. Detailed understanding: of Dispute Resolution (DISP) and other regulatory rules e.g. Data Protection/Vulnerable customers and experience of working closely with external regulators, ideally including the Financial Ombudsman Service. Collaborative: Excellent communication skills, with the ability to empathetically and professionally deal with customers who have had a reason to complain Support performence: coaching customer service and claims teams to improve performance against KPIs. these additional skills that could set you apart Experience of corporate risk and compliance requirements: in a business scenario with particular reference to insurance start-ups and or digital verticals or Knowledge of and interest in the insurtech environment A continual learner: you want to know all there is about the industry, customers, other teams, and marketing best practices Succinct and engaging: able to translate technical concepts into easy-to-understand language, or the ability to identify and recommend solutions to improve processes and operational practice. Adapts: well to constant change and is able to see the bigger picture, yet understand the details. You'll love it here if you: Thrive navigating ambiguity and finding clarity in uncertain situations. Take pride in being accountable and owning your responsibilities. Enjoy in a fast-paced environment where change happens quickly. Are solutions-focused and driven to overcome challenges. Embrace resilience and adapt to setbacks with a positive attitude. Are intellectually curious, constantly seeking to learn, explore new ideas, and not afraid to question and improve your understanding. You may not enjoy working here if: Prefer a more structured, slow-moving environment. Feel most comfortable when tasks and processes are clearly defined from the start. Struggle with handling multiple challenges at once or adapting to frequent changes. Tend to stick strictly to your defined role and avoid contributing outside of your responsibilities. What to expect from the process: Screen & Intro: 30-minute video call with the Talent Team to discuss the role and your experience. First Interview: 60-minute video call with the Head of Compliance & one other relevant senior employees to delve into the role, including technical questions and an opportunity for you to ask questions. Case Study: A brief take-home task followed by a 45-60 minute in-person interview with the Head of Compliance, Director of Insurance UK, and People Partner to review the case study and assess team fit. What we offer Our budget for this role is flexible and we will take into account any previous experience and location of work when agreeing on the final offer. We offer all our employees stock options and we will pay into your pension monthly. We've also built a benefits package that invests in our people's long-term personal and professional growth and wellbeing. Here's a sample of what this includes: 30 days of holiday annually, plus bank holidays Private healthcare for you and your family, including pre-existing conditions Life insurance at 3x your salary 13 weeks parental leave at full pay for new parents Workplace nursery scheme with Gogeta, allowing you to pay fees pre-tax Ride to work scheme Workplace pension scheme to help you save for retirement Flexible working hours to suit your lifestyle £500 annual personal training allowance plus regular learning opportunities on a variety of topics £40 monthly wellbeing allowance to keep you healthy 24/7 Employee Assistance Program, covering you and immediate family members-offering crisis support, counselling, legal advice, menopause CBT, and more Office massages to keep those shoulders relaxed It goes without saying that we provide everyone with a laptop, monitor and top of the range kit. About Us INSHUR is on a mission to be the leader in insurance solutions for the on-demand economy, making coverage fair and accessible for drivers. Cutting edge technology & deep insurance know-how underpins our revolutionary offering for on-demand drivers, keeping premiums affordable and delivering results for partners. With a focus on embedded insurance solutions, and complementary technology integrations for digital platform providers such as Uber and Amazon, we've been helping drivers stay on the road since 2016 through our data, technology and in-house insurance expertise. Backed by some of the most forward thinking VC's including Viola Growth , JVP , Munich Re , Viola Fintech , MTech Capital , Antler , and MS&AD , we have secured over $70 million in funding as well as the acquisition of US MGA & Broker American Business Insurance in 2023. We have exciting plans to continue growing our portfolio and product lines and expand to new territories in the future. As a global team of around 250 people based across the US, UK, and the Netherlands, we value: Generosity, inclusivity, open-mindedness, and diversity Delivering great results and learning in the open Freedom to make long-term, high-impact decisions The wellbeing of our teammates and the people around us And Enjoying the ride! Equal opportunities At INSHUR, we believe that having a diverse team where everyone can bring their authentic selves to work is key to our success. We're passionate about creating equal opportunities and making the tech industry a better place for all and we don't discriminate based on race, colour, religion, gender, gender identity or expression, sexual orientation, national origin . click apply for full job details
Jun 28, 2025
Full time
Are you keen to work somewhere that's stimulating and friendly and plenty of freedom to make a real impact? This could be the place for you! We are looking for a Complaints Manager to join us at INSHUR! We're based in sunny Brighton ️ (sea , chips , and seagulls ️ included), and our company embraces a hybrid working model, allowing you to thrive in both collaborative office settings and the comfort of your own home . You'll have the opportunity to work remotely while also connecting with your colleagues at our Brighton office once a week as needed, fostering a dynamic and supportive environment. Supported by (and reporting to) the Head of Compliance, you'll be joining a friendly legal and compliance team who believe that a strong culture of compliance goes beyond adhering to rules and regulations and must be integrated with everything we do. How we conduct ourselves is as critical to Inshur's success as making the best products available to our customers. We value high performance and care deeply about making INSHUR a place where everyone is building something special, that we can all be proud of, while enjoying the ride. What you'll do As a Complaints Manager, you will oversee processes and systems to ensure the efficient and effective resolution of customer complaints, addressing concerns promptly and maintaining compliance with regulatory standards. You will also champion the delivery of a first-class customer experience by guiding internal teams to ensure operations support an exceptional customer journey. This role focuses on complaints operations, ensuring compliance, and driving improvements to reduce complaints. You will collaborate across all levels of the organisation, providing expert handling, guidance, and oversight to ensure the fair treatment of customers, including: Complaints Operations & Policy Build and execute a clear complaints strategy aligned with growth goals. Support complaints and disputes using industry best practices. Investigate complaints, ensuring dispute resolution (DISP)/regulatory compliance and expert resolution for complex cases. Identify root causes to recommend actionable improvements and reduce complaints. Perform risk-based Quality Assurance and oversee training to maintain complaint-handling competence. Ensure FCA reporting requirements are met with accurate and timely submissions. Customer Experience Advocate for customer-centric improvements to enhance outcomes. Provide insights into customer needs, mapping journeys to identify key improvement areas. Support initiatives to boost satisfaction metrics like NPS and CSAT. General Responsibilities Continuously review and refine processes to drive efficiency and improve complaints oversight. Embed a culture of accountability and learning to mitigate recurring issues. Report on complaints trends and recommend improvements to leadership. Coach and develop stakeholders, ensuring alignment with complaint-handling standards. Contribute insights to projects and initiatives to support good customer outcomes. The position provides challenging and rewarding opportunities to support a variety of business partners and to be involved in various aspects of the business. We'd love to hear from you if you have these essentials to thrive in the role; Relevant experience: Proven ability to work independently in a complaints role within an FCA-regulated business, building processess and workflows that hande personal or commercial lines insurance products such as Motor, Breakdown, Medical, or Business insurance. Deep working knowledge: of all insurance-related areas and claims operations. Detailed understanding: of Dispute Resolution (DISP) and other regulatory rules e.g. Data Protection/Vulnerable customers and experience of working closely with external regulators, ideally including the Financial Ombudsman Service. Collaborative: Excellent communication skills, with the ability to empathetically and professionally deal with customers who have had a reason to complain Support performence: coaching customer service and claims teams to improve performance against KPIs. these additional skills that could set you apart Experience of corporate risk and compliance requirements: in a business scenario with particular reference to insurance start-ups and or digital verticals or Knowledge of and interest in the insurtech environment A continual learner: you want to know all there is about the industry, customers, other teams, and marketing best practices Succinct and engaging: able to translate technical concepts into easy-to-understand language, or the ability to identify and recommend solutions to improve processes and operational practice. Adapts: well to constant change and is able to see the bigger picture, yet understand the details. You'll love it here if you: Thrive navigating ambiguity and finding clarity in uncertain situations. Take pride in being accountable and owning your responsibilities. Enjoy in a fast-paced environment where change happens quickly. Are solutions-focused and driven to overcome challenges. Embrace resilience and adapt to setbacks with a positive attitude. Are intellectually curious, constantly seeking to learn, explore new ideas, and not afraid to question and improve your understanding. You may not enjoy working here if: Prefer a more structured, slow-moving environment. Feel most comfortable when tasks and processes are clearly defined from the start. Struggle with handling multiple challenges at once or adapting to frequent changes. Tend to stick strictly to your defined role and avoid contributing outside of your responsibilities. What to expect from the process: Screen & Intro: 30-minute video call with the Talent Team to discuss the role and your experience. First Interview: 60-minute video call with the Head of Compliance & one other relevant senior employees to delve into the role, including technical questions and an opportunity for you to ask questions. Case Study: A brief take-home task followed by a 45-60 minute in-person interview with the Head of Compliance, Director of Insurance UK, and People Partner to review the case study and assess team fit. What we offer Our budget for this role is flexible and we will take into account any previous experience and location of work when agreeing on the final offer. We offer all our employees stock options and we will pay into your pension monthly. We've also built a benefits package that invests in our people's long-term personal and professional growth and wellbeing. Here's a sample of what this includes: 30 days of holiday annually, plus bank holidays Private healthcare for you and your family, including pre-existing conditions Life insurance at 3x your salary 13 weeks parental leave at full pay for new parents Workplace nursery scheme with Gogeta, allowing you to pay fees pre-tax Ride to work scheme Workplace pension scheme to help you save for retirement Flexible working hours to suit your lifestyle £500 annual personal training allowance plus regular learning opportunities on a variety of topics £40 monthly wellbeing allowance to keep you healthy 24/7 Employee Assistance Program, covering you and immediate family members-offering crisis support, counselling, legal advice, menopause CBT, and more Office massages to keep those shoulders relaxed It goes without saying that we provide everyone with a laptop, monitor and top of the range kit. About Us INSHUR is on a mission to be the leader in insurance solutions for the on-demand economy, making coverage fair and accessible for drivers. Cutting edge technology & deep insurance know-how underpins our revolutionary offering for on-demand drivers, keeping premiums affordable and delivering results for partners. With a focus on embedded insurance solutions, and complementary technology integrations for digital platform providers such as Uber and Amazon, we've been helping drivers stay on the road since 2016 through our data, technology and in-house insurance expertise. Backed by some of the most forward thinking VC's including Viola Growth , JVP , Munich Re , Viola Fintech , MTech Capital , Antler , and MS&AD , we have secured over $70 million in funding as well as the acquisition of US MGA & Broker American Business Insurance in 2023. We have exciting plans to continue growing our portfolio and product lines and expand to new territories in the future. As a global team of around 250 people based across the US, UK, and the Netherlands, we value: Generosity, inclusivity, open-mindedness, and diversity Delivering great results and learning in the open Freedom to make long-term, high-impact decisions The wellbeing of our teammates and the people around us And Enjoying the ride! Equal opportunities At INSHUR, we believe that having a diverse team where everyone can bring their authentic selves to work is key to our success. We're passionate about creating equal opportunities and making the tech industry a better place for all and we don't discriminate based on race, colour, religion, gender, gender identity or expression, sexual orientation, national origin . click apply for full job details
Tax Reporting Director
RENTOKIL INITIAL PLC Crawley, Sussex
The Tax Reporting Director will have direct / indirect management responsibility for two individuals: Tax Reporting Manager and Senior Tax Analyst. This role will also be responsible for: Leading, reviewing and providing final sign off on the year-end and interim tax reporting deliverables under IFRS, ensuring accuracy, compliance, and timely delivery of all tax-related information. This process is heavily supported by the Tax Reporting Manager and the tax team. Acting as a subject matter expert on technical tax accounting and global tax transparency initiatives. Providing IAS 12 compliant tax accounting advice to the Group Tax team and wider finance / treasury teams on technical areas such as accounting for FX within OCI, deferred tax on business combinations and share based payments. Overseeing the effective tax rate (ETR) analysis / forecasting and supporting internal/external reporting requirements along with the Tax Reporting Manager. Spearhead process improvements within the interim and year end tax reporting processes to reduce the amount of time spent on immaterial countries and automating as much as possible. Leading and supervising on cash tax reporting along with the Tax Reporting Manager. Requirements: Qualifications Chartered Tax Adviser or qualified accountant who has trained in tax Skills & Experience A minimum of 15 years experience in corporate tax with significant tax accounting and reporting experience. Strong preference for industry experience. Excellent understanding of IFRS, tax accounting principles under IAS 12 and IFRIC 23. US GAAP experience is also beneficial. SOX experience is required. Solid understanding of country by country reporting rules. Solid understanding of the Pillar 2 rules. Solid understanding of international tax issues. Strong excel skills and being able to work with large amounts of data to create reports for analysis Experience of working for a large FTSE business with international operations and groups of companies Experience with using AI / technology to manipulate data and to find efficiencies and automation opportunities within current processes. Benefits: Competitive salary and bonus scheme Hybrid working Rentokil Initial Reward Scheme 23 days holiday, plus 8 bank holidays Employee Assistance Programme Death in service benefit Healthcare Free parking At Rentokil Initial, our customers and colleagues represent diverse backgrounds and experiences. We take pride in being an equal opportunity employer, actively encouraging applications from individuals from all walks of life. Our belief is that everyone irrespective of age, gender, gender identity, gender expression, ethnicity, sexual orientation, disabilities, religion, or beliefs, has the potential to thrive and contribute. We embrace the differences that make each of our colleagues unique, fostering an inclusive environment where everyone can be their authentic selves and feel a sense of belonging. To ensure that your journey with us is accessible if you have any individual requirements we invite you to communicate any specific needs or preferences you may have during any stage of the recruitment process. Our team is available to support you; feel free to reach out to () if you need anything Be Yourself in Your Application! At Rentokil Initial, we value innovation, but we want to see the real you! While AI can help with structure and grammar, make sure your application shows your true passion and understanding of the role. A personal touch will help you stand out.
Jun 28, 2025
Full time
The Tax Reporting Director will have direct / indirect management responsibility for two individuals: Tax Reporting Manager and Senior Tax Analyst. This role will also be responsible for: Leading, reviewing and providing final sign off on the year-end and interim tax reporting deliverables under IFRS, ensuring accuracy, compliance, and timely delivery of all tax-related information. This process is heavily supported by the Tax Reporting Manager and the tax team. Acting as a subject matter expert on technical tax accounting and global tax transparency initiatives. Providing IAS 12 compliant tax accounting advice to the Group Tax team and wider finance / treasury teams on technical areas such as accounting for FX within OCI, deferred tax on business combinations and share based payments. Overseeing the effective tax rate (ETR) analysis / forecasting and supporting internal/external reporting requirements along with the Tax Reporting Manager. Spearhead process improvements within the interim and year end tax reporting processes to reduce the amount of time spent on immaterial countries and automating as much as possible. Leading and supervising on cash tax reporting along with the Tax Reporting Manager. Requirements: Qualifications Chartered Tax Adviser or qualified accountant who has trained in tax Skills & Experience A minimum of 15 years experience in corporate tax with significant tax accounting and reporting experience. Strong preference for industry experience. Excellent understanding of IFRS, tax accounting principles under IAS 12 and IFRIC 23. US GAAP experience is also beneficial. SOX experience is required. Solid understanding of country by country reporting rules. Solid understanding of the Pillar 2 rules. Solid understanding of international tax issues. Strong excel skills and being able to work with large amounts of data to create reports for analysis Experience of working for a large FTSE business with international operations and groups of companies Experience with using AI / technology to manipulate data and to find efficiencies and automation opportunities within current processes. Benefits: Competitive salary and bonus scheme Hybrid working Rentokil Initial Reward Scheme 23 days holiday, plus 8 bank holidays Employee Assistance Programme Death in service benefit Healthcare Free parking At Rentokil Initial, our customers and colleagues represent diverse backgrounds and experiences. We take pride in being an equal opportunity employer, actively encouraging applications from individuals from all walks of life. Our belief is that everyone irrespective of age, gender, gender identity, gender expression, ethnicity, sexual orientation, disabilities, religion, or beliefs, has the potential to thrive and contribute. We embrace the differences that make each of our colleagues unique, fostering an inclusive environment where everyone can be their authentic selves and feel a sense of belonging. To ensure that your journey with us is accessible if you have any individual requirements we invite you to communicate any specific needs or preferences you may have during any stage of the recruitment process. Our team is available to support you; feel free to reach out to () if you need anything Be Yourself in Your Application! At Rentokil Initial, we value innovation, but we want to see the real you! While AI can help with structure and grammar, make sure your application shows your true passion and understanding of the role. A personal touch will help you stand out.
BDO UK
Private Client Services Tax Assistant Manager
BDO UK Guildford, Surrey
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. We'll broaden your horizons Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We'll help you succeed Our clients trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with clients and building long-lasting relationships. You'll be someone who can work pro-actively, managing your own tasks, but you'll also be confident collaborating with others, communicating regularly with senior managers, Directors, and BDO's Partners to enable us to serve our clients effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to our clients. Role Overview This role within the Private Client Services Guildford team will provide full UK tax compliance and advisory services to a wide range of regional, London and internationally based clients. An Assistant Manager is required to lead/support the continued expansion of the Private Client Services team generally with a focus on advisory work for HNWIs and families, entrepreneurs, OMBs, private equity, trusts, with a varied asset base. The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients - this portfolio will be split between advisory and tax compliance initially, but with a move to more advisory work in the longer term. You will also provide assistance to Partners/Directors and the wider manager team in both client work and in the management of the team and will be involved in special assignments on an ad hoc basis. Part of the role requires the individual to actively seek and be involved in business development and proposals working with Partner/Director and the manager team on opportunities arising from existing and new clients. There will also be opportunities to work with other BDO tax specialists nationally and internationally. Responsibilities To act as a key point of contact within the firm for the client, together with the Partner. This will involve responding quickly to, as well as anticipating, client requests/needs, keeping clients informed of progress in relation to all aspects of the service provided, and maintaining regular contact with clients; There will be an expectation that you will take full responsibility for project delivery on their portfolio Have a strong understanding of the technical complexities that our clients face and be able to provide clear, concise and practical advice Manage a varied portfolio of clients commercially including control of billings and cash collection within the firms criteria Review of work prepared by more junior members of staff Liaise with HMRC To ensure assignments are completed within agreed budgets and keep client/Partner/Director/Manager informed of overruns and plan staff assignments in order to give an appropriate spread of experience Ensure that the firm's quality control procedures are adhered to at all times Identify risk and technical matters, as well as selling opportunities, to the Partner/Director/Manager group, whilst exercising judgement within agreed parameters. Requirements Educated to degree level, and/or CTA and/or ACA qualified or equivalent Demonstrable post qualified experience Strong technical ability in the field of private client. Guide and supervise less experienced colleagues. Support, train, mentor and advise others in own area. Challenge current practice - driving improvements and championing change. Take personal responsibility for own decisions and actions and those of others. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jun 28, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. We'll broaden your horizons Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We'll help you succeed Our clients trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with clients and building long-lasting relationships. You'll be someone who can work pro-actively, managing your own tasks, but you'll also be confident collaborating with others, communicating regularly with senior managers, Directors, and BDO's Partners to enable us to serve our clients effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to our clients. Role Overview This role within the Private Client Services Guildford team will provide full UK tax compliance and advisory services to a wide range of regional, London and internationally based clients. An Assistant Manager is required to lead/support the continued expansion of the Private Client Services team generally with a focus on advisory work for HNWIs and families, entrepreneurs, OMBs, private equity, trusts, with a varied asset base. The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients - this portfolio will be split between advisory and tax compliance initially, but with a move to more advisory work in the longer term. You will also provide assistance to Partners/Directors and the wider manager team in both client work and in the management of the team and will be involved in special assignments on an ad hoc basis. Part of the role requires the individual to actively seek and be involved in business development and proposals working with Partner/Director and the manager team on opportunities arising from existing and new clients. There will also be opportunities to work with other BDO tax specialists nationally and internationally. Responsibilities To act as a key point of contact within the firm for the client, together with the Partner. This will involve responding quickly to, as well as anticipating, client requests/needs, keeping clients informed of progress in relation to all aspects of the service provided, and maintaining regular contact with clients; There will be an expectation that you will take full responsibility for project delivery on their portfolio Have a strong understanding of the technical complexities that our clients face and be able to provide clear, concise and practical advice Manage a varied portfolio of clients commercially including control of billings and cash collection within the firms criteria Review of work prepared by more junior members of staff Liaise with HMRC To ensure assignments are completed within agreed budgets and keep client/Partner/Director/Manager informed of overruns and plan staff assignments in order to give an appropriate spread of experience Ensure that the firm's quality control procedures are adhered to at all times Identify risk and technical matters, as well as selling opportunities, to the Partner/Director/Manager group, whilst exercising judgement within agreed parameters. Requirements Educated to degree level, and/or CTA and/or ACA qualified or equivalent Demonstrable post qualified experience Strong technical ability in the field of private client. Guide and supervise less experienced colleagues. Support, train, mentor and advise others in own area. Challenge current practice - driving improvements and championing change. Take personal responsibility for own decisions and actions and those of others. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
BDO UK
Private Client Tax Principal
BDO UK
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons 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 28, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons 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.
BDO UK
Trust Tax Assistant Manager/ Manager
BDO UK Islington, London
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We'll help you succeed Our Trust Tax team offers a plethora of carefully tailored services to an equally varied range of clients - from UK and offshore Trusts, Charities and Estates, to entrepreneurs, entertainers and more. Part of the Private Client Services team, our expertise plays an integral part of a family's overall tax planning strategy. Here, you'll have the opportunity to expand and strengthen your skillset and gain an invaluable insight into the wider Tax business within BDO. You'll be supported to develop your career and help others do the same, all while undertaking an exciting, varied workload for a broad range of clients. This role is as part of the team responsible for assisting Partners, Directors and other senior staff in servicing clients, directing Trust services and managing people within the Trust team. Trust tax knowledge is essential as is a wider knowledge of personal taxation. The primary day to day responsibility will be to act as a point of contact within the firm for the client together with the other senior staff. You will deal with all matters relating to the management of a portfolio of existing clients including billings and cash collection within the firm's criteria. Key to the role is for the individual to be able to pro-actively manage their own workload, provide overall support to Senior Managers and Directors on client matters and assist Directors in the management of the day-to-day delivery of all trust tax compliance and trust accounts work. You'll be someone with: Experience in providing trust and estate advice to high net worth individuals (experience of charity clients is a plus but not essential). Proven specialist technical private client experience, and the ability to deal with complex trust tax issues, gained within a practice environment. Experience of reviewing Trust accounts and associated tax accounting aspects (e.g. computing tax pools) Experience of dealing with HNW clients Staff management experience CTA and/or STEP qualified (or equivalent) You'll also be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task in hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we're working side by side. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for our clients and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in them. Across 17 UK locations, we are 6,500 unique minds coming together to help our clients reach their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jun 28, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. 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.

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