Vitae Financial Recruitment
Cambridge, Cambridgeshire
Group Accountant 12 Month Fixed Term Contract 70,000 - 80,000 + Great benefits package Cambridge Our client, a leading force within their chosen sector, has a key opening within their group finance team for a technically strong finance professional with a strong consolidation skillset. The principal purpose of the role is to ensure timely production of high-quality group consolidated monthly financial and management accounts, which are regularly reviewed by the senior executive team. In addition, the successful candidate will champion the soon to be implemented new ERP system. Key responsibilities will include: - Run the main group close process and produce the monthly group consolidated management accounts, including reviewing, and analysing intercompany reports, preparing balance sheet reconciliations, and reviewing Group cashflows. - Prepare statutory accounts for legacy group entities, including audited consolidated accounts, ensuring all statutory filing deadlines are met. - Simplify and eliminate elements of the previous holding structure, including offsetting intercompany loan balances and instruments. - Work closely with the Group Tax Manager to assess the tax implications of structural changes and maximise tax efficiencies. - Produce quarterly forecast group consolidated management accounts, annual budget and various strategic forecasts. - Review monthly financial submissions from operating businesses, liaising with colleagues to ensure compliance of reported results with Group policy. - Review the monthly management report to Senior executives. - Prepare monthly reporting financial packs for the Head Office. - Work with the Group Management Accountant and Group System Accountant to develop and evolve reporting input schedules and templates to maximise the accuracy of data entry - Work with and challenge CFO to continually improve quality of management accounting and reporting. - Provide deliverables for the Annual and Interim external audit. The successful candidate will be professionally qualified (ACA, CIMA, ACCA) and have a proven track record of producing group consolidated management accounts. They will have experienced IFRS accounting and be able to give multiple examples of when they have added value across a complex private equity funded setup. In return, our client offers a working culture that is professional but social, diverse but inclusive and an environment where effort and performance are acknowledged and rewarded accordingly. Vitae Financial Recruitment Ltd is acting as an Employment Business in relation to this vacancy.
Jul 19, 2025
Contractor
Group Accountant 12 Month Fixed Term Contract 70,000 - 80,000 + Great benefits package Cambridge Our client, a leading force within their chosen sector, has a key opening within their group finance team for a technically strong finance professional with a strong consolidation skillset. The principal purpose of the role is to ensure timely production of high-quality group consolidated monthly financial and management accounts, which are regularly reviewed by the senior executive team. In addition, the successful candidate will champion the soon to be implemented new ERP system. Key responsibilities will include: - Run the main group close process and produce the monthly group consolidated management accounts, including reviewing, and analysing intercompany reports, preparing balance sheet reconciliations, and reviewing Group cashflows. - Prepare statutory accounts for legacy group entities, including audited consolidated accounts, ensuring all statutory filing deadlines are met. - Simplify and eliminate elements of the previous holding structure, including offsetting intercompany loan balances and instruments. - Work closely with the Group Tax Manager to assess the tax implications of structural changes and maximise tax efficiencies. - Produce quarterly forecast group consolidated management accounts, annual budget and various strategic forecasts. - Review monthly financial submissions from operating businesses, liaising with colleagues to ensure compliance of reported results with Group policy. - Review the monthly management report to Senior executives. - Prepare monthly reporting financial packs for the Head Office. - Work with the Group Management Accountant and Group System Accountant to develop and evolve reporting input schedules and templates to maximise the accuracy of data entry - Work with and challenge CFO to continually improve quality of management accounting and reporting. - Provide deliverables for the Annual and Interim external audit. The successful candidate will be professionally qualified (ACA, CIMA, ACCA) and have a proven track record of producing group consolidated management accounts. They will have experienced IFRS accounting and be able to give multiple examples of when they have added value across a complex private equity funded setup. In return, our client offers a working culture that is professional but social, diverse but inclusive and an environment where effort and performance are acknowledged and rewarded accordingly. Vitae Financial Recruitment Ltd is acting as an Employment Business in relation to this vacancy.
Private Client Tax Manager/Senior Manager or Director - lead and grow your team. Ipswich Opportunity to Lead and Grow - Private Client Tax Manager/Senior Manager or Director Are you ready to elevate your career in private client tax? My client, a well-established and forward-thinking professional services firm in Suffolk is seeking a driven and experienced Manager, Senior Manager or Director to join their dynamic team. This role offers the rare chance to take on strategic leadership responsibilities while shaping the direction of a fast-growing tax practice. Key highlights Join a respected firm with a strong regional presence and a commitment to excellence.Step into a leadership position with clear pathways to progression, including the opportunity to work at Director level and potentially beyond.Be part of a culture that champions development, supports ambition, and actively nurtures talent. Career Progression Highlights:Lead and mentor a high-performing team, developing tomorrow's leaders.Drive growth across advisory and compliance functions with full support from senior leadership.Take ownership of client relationships and business development activities.Enjoy autonomy and influence as you shape internal strategy and services.Access ongoing professional development tailored to both technical and personal growth.Contribute to firm-wide initiatives and be recognised as a future partner. About You:CTA, ACA or ACCA qualified (or equivalent).Proven leadership and client management skills within a practice environment.Strategic thinker with strong commercial acumen and people development capabilities.Experienced in identifying opportunities, winning work, and delivering excellence. If you're ready for a role that isn't just a stepping stone but a launchpad to the next level in your tax career, please contact Cara Whyte at Hays. #
Jul 19, 2025
Full time
Private Client Tax Manager/Senior Manager or Director - lead and grow your team. Ipswich Opportunity to Lead and Grow - Private Client Tax Manager/Senior Manager or Director Are you ready to elevate your career in private client tax? My client, a well-established and forward-thinking professional services firm in Suffolk is seeking a driven and experienced Manager, Senior Manager or Director to join their dynamic team. This role offers the rare chance to take on strategic leadership responsibilities while shaping the direction of a fast-growing tax practice. Key highlights Join a respected firm with a strong regional presence and a commitment to excellence.Step into a leadership position with clear pathways to progression, including the opportunity to work at Director level and potentially beyond.Be part of a culture that champions development, supports ambition, and actively nurtures talent. Career Progression Highlights:Lead and mentor a high-performing team, developing tomorrow's leaders.Drive growth across advisory and compliance functions with full support from senior leadership.Take ownership of client relationships and business development activities.Enjoy autonomy and influence as you shape internal strategy and services.Access ongoing professional development tailored to both technical and personal growth.Contribute to firm-wide initiatives and be recognised as a future partner. About You:CTA, ACA or ACCA qualified (or equivalent).Proven leadership and client management skills within a practice environment.Strategic thinker with strong commercial acumen and people development capabilities.Experienced in identifying opportunities, winning work, and delivering excellence. If you're ready for a role that isn't just a stepping stone but a launchpad to the next level in your tax career, please contact Cara Whyte at Hays. #
At Forvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to grow , feel empowered and that they belong to the future direction of the firm. We're constantly improving the way we work, so that we enhance the solutions we offer. You'll have a big say in the way your role and your team works so you can make an impact on our business. Are you looking to make your mark in Private Client Tax? Are you looking to grow our business as if it was your own? Are you looking for open, engaged and collaborative teams? And you looking to achieve all of this and much more with a global leader in audit & assurance, tax, advisory and consulting services? Then apply to the role today! Roles & Responsibilities As a Private Client Tax Advisory Manager you will be responsible for: Reviewing tax reports prepared by junior members of the team. Ensuring WIP analysis and billing are kept up to date. Ensuring files are of an appropriate standard for QCR purposes. Liaising with HMRC regarding various issues. Assisting the partner with identifying specific advisory issues to consider e.g. shareholder profit extraction/exit planning, shareholder and personal succession planning, individual relocation etc. Skills, Knowledge and Experience Holds relevant professional qualification (e.g. CTA) or equivalent experience. Extensive experience of personal tax services. Significant experience of developing project plans and ensuring deadlines are met. Ability to think creatively, generate innovative ideas, develop new initiatives and methodologies. Experience of identifying opportunities for business development on tax clients and across other service lines. Proficiency with personal tax on CCH Central would be an advantage. This role is based out of our Leeds offices (hybrid). About Forvis Mazars Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories. At Forvis Mazars, we celebrate individuality and thrive on teamwork. We give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and make an impact so that everyone can reach their full potential, further details can be found on our website.
Jul 19, 2025
Full time
At Forvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to grow , feel empowered and that they belong to the future direction of the firm. We're constantly improving the way we work, so that we enhance the solutions we offer. You'll have a big say in the way your role and your team works so you can make an impact on our business. Are you looking to make your mark in Private Client Tax? Are you looking to grow our business as if it was your own? Are you looking for open, engaged and collaborative teams? And you looking to achieve all of this and much more with a global leader in audit & assurance, tax, advisory and consulting services? Then apply to the role today! Roles & Responsibilities As a Private Client Tax Advisory Manager you will be responsible for: Reviewing tax reports prepared by junior members of the team. Ensuring WIP analysis and billing are kept up to date. Ensuring files are of an appropriate standard for QCR purposes. Liaising with HMRC regarding various issues. Assisting the partner with identifying specific advisory issues to consider e.g. shareholder profit extraction/exit planning, shareholder and personal succession planning, individual relocation etc. Skills, Knowledge and Experience Holds relevant professional qualification (e.g. CTA) or equivalent experience. Extensive experience of personal tax services. Significant experience of developing project plans and ensuring deadlines are met. Ability to think creatively, generate innovative ideas, develop new initiatives and methodologies. Experience of identifying opportunities for business development on tax clients and across other service lines. Proficiency with personal tax on CCH Central would be an advantage. This role is based out of our Leeds offices (hybrid). About Forvis Mazars Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories. At Forvis Mazars, we celebrate individuality and thrive on teamwork. We give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and make an impact so that everyone can reach their full potential, further details can be found on our website.
Excited to grow your career? Our purpose is to empower people to save and invest with confidence. We are looking for great people to join us, so please come and invest in YOUR future at HL. We know that sometimes people can be put off applying for a job if they don't tick every box. If you're excited about working for us and have most of the skills or experience we're looking for, please go ahead and apply. We'd love to hear from you! About the role HL is at an exciting time of its evolution as the UK's leading wealth provider. We have committed a significant investment in transforming the digital platforms, operational efficiency and ultimately improving the client journeys and offerings. We therefore have opportunity for a Senior Procurement Category Manager to work with both existing and new suppliers to drive this change. Your personal impact will be working across the business in category management and sourcing to create the value, and then managing the suppliers to ensure the value is secured and new opportunities for costs saving or innovation are exploited. What you'll be doing Category Management - establish and maintain category plans aligned with business and technology strategy to create commercial value, ensure resilience, risk, and meet technology roadmap and demand commitments. Sourcing - building on the established category plans to execute the sourcing strategy, lead on end-to-end sourcing activity; including market assessments, complex supplier negotiations and implement contract agreements. This role will negotiate the contract and support onboarding the supplier through a robust due diligence process to ensure the supplier meets the HL standards and policies as well as delivering commercial value, ensuring the savings targets for P&L and strategic spend are met. Structuring the commercial agreements to ensure the contracts deliver through the contract term and protect HL post contract for price rises. Managing the protection of HL brand and driving value from any marketing or publicity throughout the contract term. Supplier Management - establishing a robust governance framework to manage the relationship to deliver contract obligations of both parties. Measuring performance and risk, while ensuring commercial value and governance is delivered throughout the contract lifecycle, protecting, and maximising the HL brand. About you Experience working across the business working with senior stakeholders to build category plans, with the ability to establish credibility and drive costs savings, supplier resilience and deliver supplier governance to mitigate risk and deliver performance Excellent negotiation and problem-solving skills with experience in leading high value, complex Confident to challenge constructively the business areas with new ways of working, technology and processes to secure sustainable savings and value Comfortable in coaching and mentoring Contract Managers to ensure the level of commercial value is enhanced to secure greater value across the complete supplier lifecycle Innovative by nature, inquisitive with the ability to confidently challenge and influence stakeholders Interview process This interview process will incorporate competency-based questions and an assessment of your technical knowledge and transferable skills. Working Schedule We are looking for Senior Procurement Category Managers to join our team, based in Bristol head office, BS1 5HL. This role is permanent, full time, 37.5 hours per week, Monday to Friday. We offer a hybrid flexible working pattern to enable you the option of working from home and coming into the office. Why us? Here at HL, we're the UK's number 1 investment platform for private investors, based in Bristol. For more than 40 years we've helped investors save time, tax and money on their investments. To achieve our mission, we believe we have a workplace like no other, with constant learning, dynamic teams, and a great ethos. We're steered by core values that promote service, quality, innovation, and opportunity in everything we do. What's on offer? Discretionary annual bonus & annual pay review 25 days holiday plus bank holidays and 1-day additional Christmas closure time Option to purchase an additional 5 days holiday per year at annual enrolment Flexible working options available, including hybrid working Enhanced parental leave Pension scheme up to 11% employer contribution Sharesave scheme - have a real stake in HL's future Income Protection & Life insurance (4 x salary core level of cover) Private medical insurance Health care cash plans - including optical, dental, and out patientcare and an Employee Assistance Programme Gympass - gym memberships and wellbeing apps available Variety of travel to work schemes with free bike storage and shower facilities An inhouse barista serving subsidised coffee and snacks Join HL's sports, I&D networks and volunteering groups (two paid volunteering days per year) LifeWorks Discounts on services, restaurants and retailers dependant on role level Hargreaves Lansdown is an inclusive employer that values diversity in its workforce. We encourage applications from all individuals without regard to race, religion, gender, sexual orientation, national origin, disability or age. This role may also be available on a flexible working or part time basis - please ask the Recruitment & Onboarding team for more information. Please note, we are unable to provide employment sponsorship to candidates.
Jul 19, 2025
Full time
Excited to grow your career? Our purpose is to empower people to save and invest with confidence. We are looking for great people to join us, so please come and invest in YOUR future at HL. We know that sometimes people can be put off applying for a job if they don't tick every box. If you're excited about working for us and have most of the skills or experience we're looking for, please go ahead and apply. We'd love to hear from you! About the role HL is at an exciting time of its evolution as the UK's leading wealth provider. We have committed a significant investment in transforming the digital platforms, operational efficiency and ultimately improving the client journeys and offerings. We therefore have opportunity for a Senior Procurement Category Manager to work with both existing and new suppliers to drive this change. Your personal impact will be working across the business in category management and sourcing to create the value, and then managing the suppliers to ensure the value is secured and new opportunities for costs saving or innovation are exploited. What you'll be doing Category Management - establish and maintain category plans aligned with business and technology strategy to create commercial value, ensure resilience, risk, and meet technology roadmap and demand commitments. Sourcing - building on the established category plans to execute the sourcing strategy, lead on end-to-end sourcing activity; including market assessments, complex supplier negotiations and implement contract agreements. This role will negotiate the contract and support onboarding the supplier through a robust due diligence process to ensure the supplier meets the HL standards and policies as well as delivering commercial value, ensuring the savings targets for P&L and strategic spend are met. Structuring the commercial agreements to ensure the contracts deliver through the contract term and protect HL post contract for price rises. Managing the protection of HL brand and driving value from any marketing or publicity throughout the contract term. Supplier Management - establishing a robust governance framework to manage the relationship to deliver contract obligations of both parties. Measuring performance and risk, while ensuring commercial value and governance is delivered throughout the contract lifecycle, protecting, and maximising the HL brand. About you Experience working across the business working with senior stakeholders to build category plans, with the ability to establish credibility and drive costs savings, supplier resilience and deliver supplier governance to mitigate risk and deliver performance Excellent negotiation and problem-solving skills with experience in leading high value, complex Confident to challenge constructively the business areas with new ways of working, technology and processes to secure sustainable savings and value Comfortable in coaching and mentoring Contract Managers to ensure the level of commercial value is enhanced to secure greater value across the complete supplier lifecycle Innovative by nature, inquisitive with the ability to confidently challenge and influence stakeholders Interview process This interview process will incorporate competency-based questions and an assessment of your technical knowledge and transferable skills. Working Schedule We are looking for Senior Procurement Category Managers to join our team, based in Bristol head office, BS1 5HL. This role is permanent, full time, 37.5 hours per week, Monday to Friday. We offer a hybrid flexible working pattern to enable you the option of working from home and coming into the office. Why us? Here at HL, we're the UK's number 1 investment platform for private investors, based in Bristol. For more than 40 years we've helped investors save time, tax and money on their investments. To achieve our mission, we believe we have a workplace like no other, with constant learning, dynamic teams, and a great ethos. We're steered by core values that promote service, quality, innovation, and opportunity in everything we do. What's on offer? Discretionary annual bonus & annual pay review 25 days holiday plus bank holidays and 1-day additional Christmas closure time Option to purchase an additional 5 days holiday per year at annual enrolment Flexible working options available, including hybrid working Enhanced parental leave Pension scheme up to 11% employer contribution Sharesave scheme - have a real stake in HL's future Income Protection & Life insurance (4 x salary core level of cover) Private medical insurance Health care cash plans - including optical, dental, and out patientcare and an Employee Assistance Programme Gympass - gym memberships and wellbeing apps available Variety of travel to work schemes with free bike storage and shower facilities An inhouse barista serving subsidised coffee and snacks Join HL's sports, I&D networks and volunteering groups (two paid volunteering days per year) LifeWorks Discounts on services, restaurants and retailers dependant on role level Hargreaves Lansdown is an inclusive employer that values diversity in its workforce. We encourage applications from all individuals without regard to race, religion, gender, sexual orientation, national origin, disability or age. This role may also be available on a flexible working or part time basis - please ask the Recruitment & Onboarding team for more information. Please note, we are unable to provide employment sponsorship to candidates.
Mixed Tax Senior Manager / Director Oxford Hybrid working £70,000 - £85,000+ A leading accountancy practice in Oxford is looking for a Mixed Tax Senior Manager or Director to join their team, with a clear path to equity Partner for the right individual. This is a newly created role due to growth, and you'll be stepping into a highly respected, long-established firm with a strong reputation across Oxfordshire and beyond. The position is mixed tax but leans more towards corporate tax - including advisory, structuring, and project-based work for an impressive client base. You'll also be working closely with the Partners on business development and succession planning. What's in it for you? £70,000 - £85,000+ (depending on level and experience) Hybrid working - 2-3 days in the office Generous annual leave plus bank holidays Life assurance Private medical insurance Enhanced maternity/paternity leave Study support if required Cycle to work scheme Friendly, down-to-earth leadership team who truly value work/life balance The role will include: Managing a portfolio of clients and handling complex mixed tax queries (with a corporate tax bias) Advising clients on structuring, planning, and transactional tax matters Leading and mentoring junior members of the tax team Working closely with the Partners on strategy and BD Drafting technical responses to HMRC Involvement in client onboarding, fee proposals, and team development What are they looking for? CTA qualified (ACA also welcomed) Significant UK practice experience - typically 5-10 years+ PQE Confident in both corporate and personal tax (though a corporate tax bias is ideal) Strong interpersonal skills and commercial acumen This is a fantastic opportunity for someone looking to make a real impact in a growing and modernising firm. To apply or find out more, please get in touch. As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Jul 19, 2025
Full time
Mixed Tax Senior Manager / Director Oxford Hybrid working £70,000 - £85,000+ A leading accountancy practice in Oxford is looking for a Mixed Tax Senior Manager or Director to join their team, with a clear path to equity Partner for the right individual. This is a newly created role due to growth, and you'll be stepping into a highly respected, long-established firm with a strong reputation across Oxfordshire and beyond. The position is mixed tax but leans more towards corporate tax - including advisory, structuring, and project-based work for an impressive client base. You'll also be working closely with the Partners on business development and succession planning. What's in it for you? £70,000 - £85,000+ (depending on level and experience) Hybrid working - 2-3 days in the office Generous annual leave plus bank holidays Life assurance Private medical insurance Enhanced maternity/paternity leave Study support if required Cycle to work scheme Friendly, down-to-earth leadership team who truly value work/life balance The role will include: Managing a portfolio of clients and handling complex mixed tax queries (with a corporate tax bias) Advising clients on structuring, planning, and transactional tax matters Leading and mentoring junior members of the tax team Working closely with the Partners on strategy and BD Drafting technical responses to HMRC Involvement in client onboarding, fee proposals, and team development What are they looking for? CTA qualified (ACA also welcomed) Significant UK practice experience - typically 5-10 years+ PQE Confident in both corporate and personal tax (though a corporate tax bias is ideal) Strong interpersonal skills and commercial acumen This is a fantastic opportunity for someone looking to make a real impact in a growing and modernising firm. To apply or find out more, please get in touch. As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Tax Manager Your new company A thriving successful Accountancy Practice based in Cardiff. Your new role Independent management of a small portfolio of key clients with more complex tax affairs, liaison with clients and HMRC as may be required - from fee quotation to billing the work, and proactively offering planning ideas and solutions, written and verbal, holding client meetings Willingness to assist the department generally with personal tax and trust returns, capital gains and inheritance tax computations and complex tax queries Assistance with ad hoc tax planning projects for clients and referrers, report writing and illustrative tax calculations Tax advisory/planning for client business owners/managers and high net worth individuals, and preparation/review of more complex personal and trust tax returns, and inheritance tax returns for trusts. Use of applicant's knowledge and experience of working with individuals and families, to offer tax advice to help them establish their personal plans and goals, where relevant advising in the following specialist areas by way of example: Estate planning for business/property ownership Retirement/succession planning Tax implications of financial investments and investment products Main residence planning Use of trusts for tax planning IHT/Estate tax planning generally What you'll need to succeed ATT (or HMRC equivalent) minimum Ideally CTA or STEP Qualified but will also consider QBE At least 5 years post qualification experience in tax in a private client compliance/advisory role, ideally including some experience of family trust work What you'll get in return Up to £55,000 Flexi time and hybrid working 25 days plus Bank Holidays Free Parking What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Jul 19, 2025
Full time
Tax Manager Your new company A thriving successful Accountancy Practice based in Cardiff. Your new role Independent management of a small portfolio of key clients with more complex tax affairs, liaison with clients and HMRC as may be required - from fee quotation to billing the work, and proactively offering planning ideas and solutions, written and verbal, holding client meetings Willingness to assist the department generally with personal tax and trust returns, capital gains and inheritance tax computations and complex tax queries Assistance with ad hoc tax planning projects for clients and referrers, report writing and illustrative tax calculations Tax advisory/planning for client business owners/managers and high net worth individuals, and preparation/review of more complex personal and trust tax returns, and inheritance tax returns for trusts. Use of applicant's knowledge and experience of working with individuals and families, to offer tax advice to help them establish their personal plans and goals, where relevant advising in the following specialist areas by way of example: Estate planning for business/property ownership Retirement/succession planning Tax implications of financial investments and investment products Main residence planning Use of trusts for tax planning IHT/Estate tax planning generally What you'll need to succeed ATT (or HMRC equivalent) minimum Ideally CTA or STEP Qualified but will also consider QBE At least 5 years post qualification experience in tax in a private client compliance/advisory role, ideally including some experience of family trust work What you'll get in return Up to £55,000 Flexi time and hybrid working 25 days plus Bank Holidays Free Parking What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Arthur J. Gallagher & Co.
Bristol, Gloucestershire
Introduction Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation. 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 Join our Pension Administration department as an Administration Manager in a newly-established role leading our National Projects and Events team. This is a fantastic chance to create a significant impact within our organization. The Pension Administration division is pivotal in optimizing administrative functions, ensuring efficiency, compliance with industry standards, and alignment with our strategic goals. As Administration Manager, you will orchestrate National Projects and Events to improve service delivery and client happiness, reinforcing our division's reputation for excellence. Your role will involve implementing effective administrative policies and procedures to ensure smooth operations, while continuously seeking opportunities for process improvement and innovation. Beyond managing daily administration, you will foster collaboration and integration across teams. This includes traveling to administration offices throughout the UK to ensure adherence to company standards and making annual trips to India to collaborate with our team there. These interactions are crucial for maintaining positive relationships and ensuring seamless integration of administrative functions across various locations. Through effective leadership, strategic planning, and a dedication to excellence, you will play a key role in the success and growth of our pension administration business, positioning it as an industry leader. How you'll make an impact Operational Management: Lead all aspects of daily operations, enforce policies, and evaluate performance metrics. Team Leadership: Mentor and develop operations staff, encouraging a collaborative environment. Process Improvement: Improve processes, boost efficiency, and leverage technology for workflow optimization. Compliance and Risk Management: Ensure regulatory compliance, handle risks, and conduct audits. Client Service: Maintain high client service standards and resolve inquiries promptly. Reporting and Analysis: Prepare reports, analyze data, and develop strategies for efficiency. National Projects and Events: Lead projects and events, collaborating with teams for successful execution. Travel and Liaison: Travel within the UK and to India for operational oversight and team collaboration. About you We are on the lookout for outstanding candidates with Pension Qualifications, PMI, CPA, or a Bachelor's degree in Business Administration, Finance, or related fields, coupled with over 5 years of experience in managing pension administration. If you have a proven track record of leading teams and coordinating national projects, along with a deep understanding of pension sector regulations and compliance, we want to hear from you. We value strong leadership, problem-solving, and decision-making skills, complemented by excellent communication and interpersonal abilities. Proficiency in administrative management software and data analysis is a must. We are looking for individuals who are diligent, meticulous, proactive, and innovative, capable of growing both independently and collaboratively while balancing multiple priorities. This role requires travel within the UK and annual trips to India. Join us in maintaining high standards of client service and embracing global cultural diversity. 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.
Jul 19, 2025
Full time
Introduction Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation. 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 Join our Pension Administration department as an Administration Manager in a newly-established role leading our National Projects and Events team. This is a fantastic chance to create a significant impact within our organization. The Pension Administration division is pivotal in optimizing administrative functions, ensuring efficiency, compliance with industry standards, and alignment with our strategic goals. As Administration Manager, you will orchestrate National Projects and Events to improve service delivery and client happiness, reinforcing our division's reputation for excellence. Your role will involve implementing effective administrative policies and procedures to ensure smooth operations, while continuously seeking opportunities for process improvement and innovation. Beyond managing daily administration, you will foster collaboration and integration across teams. This includes traveling to administration offices throughout the UK to ensure adherence to company standards and making annual trips to India to collaborate with our team there. These interactions are crucial for maintaining positive relationships and ensuring seamless integration of administrative functions across various locations. Through effective leadership, strategic planning, and a dedication to excellence, you will play a key role in the success and growth of our pension administration business, positioning it as an industry leader. How you'll make an impact Operational Management: Lead all aspects of daily operations, enforce policies, and evaluate performance metrics. Team Leadership: Mentor and develop operations staff, encouraging a collaborative environment. Process Improvement: Improve processes, boost efficiency, and leverage technology for workflow optimization. Compliance and Risk Management: Ensure regulatory compliance, handle risks, and conduct audits. Client Service: Maintain high client service standards and resolve inquiries promptly. Reporting and Analysis: Prepare reports, analyze data, and develop strategies for efficiency. National Projects and Events: Lead projects and events, collaborating with teams for successful execution. Travel and Liaison: Travel within the UK and to India for operational oversight and team collaboration. About you We are on the lookout for outstanding candidates with Pension Qualifications, PMI, CPA, or a Bachelor's degree in Business Administration, Finance, or related fields, coupled with over 5 years of experience in managing pension administration. If you have a proven track record of leading teams and coordinating national projects, along with a deep understanding of pension sector regulations and compliance, we want to hear from you. We value strong leadership, problem-solving, and decision-making skills, complemented by excellent communication and interpersonal abilities. Proficiency in administrative management software and data analysis is a must. We are looking for individuals who are diligent, meticulous, proactive, and innovative, capable of growing both independently and collaboratively while balancing multiple priorities. This role requires travel within the UK and annual trips to India. Join us in maintaining high standards of client service and embracing global cultural diversity. 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.
THE ROLE We are seeking a motivated Semi-Senior accountant, or experienced Assistant who is ready to progress to the next level, to join one of our busy teams within out Music and Entertainment department. The ideal candidate, who will be working alongside the team's Director, Manager and Assistant Manager, will be AAT qualified or ACCA part qualified and will have circa 2 years working in accountancy environment, with music/entertainment experience being highly desirable. KEY RESPONSIBILITIES Day to day client bookkeeping, accounts payable, accounts receivable. Dealing with basic queries from clients/booking agents/external bookkeepers. Tour accounting, including withholding tax work. Overseeing monthly payrolls. Reviewing work carried out by junior team members. Preparation of quarterly VAT returns. Preparing management accounts. Preparing year-end accounts. Assisting in the preparation of information to non-UK accountants/business managers. WHO YOU ARE Good working knowledge of Microsoft Office (Word, Excel, Outlook). Experience of using QuickBooks/Xero/bookkeeping software. Ability to multitask/work across numerous clients. High attention to detail. Strong communication skills to be able to liaise with clients and managers in a professional manner. QUALIFICATIONS AND EXPERIENCE Experience already working in an accountancy environment, approximately 2 years. Music accounting experience is highly desirable but not essential. AAT qualified or part ACCA/ACA qualified. BENEFITS Fantastic private medical insurance 20 days annual leave plus 8 bank holidays and 3 additional days over the December holidays Study support upon successful completion of probation Cashback scheme for medical expenses Group Life Insurance Mental Wellbeing and Physical Health Support Regular social events and activities - including pizza, breakfast and/or drinks on the rooftop terrace, office, or local venues Cycle to work scheme Season ticket loan Excellent office space in Fitzrovia ADDITIONAL INFORMATION 9.30am-5.30pm, Monday to Friday Flexible working: 3 days (+) in office, 2 days at home Elsley Court, 20-22 Great Titchfield Street Department Creative - Stephen Marks Job Title Semi Senior - Creative Division Experience AAT qualified or part ACCA/ACA qualified.
Jul 19, 2025
Full time
THE ROLE We are seeking a motivated Semi-Senior accountant, or experienced Assistant who is ready to progress to the next level, to join one of our busy teams within out Music and Entertainment department. The ideal candidate, who will be working alongside the team's Director, Manager and Assistant Manager, will be AAT qualified or ACCA part qualified and will have circa 2 years working in accountancy environment, with music/entertainment experience being highly desirable. KEY RESPONSIBILITIES Day to day client bookkeeping, accounts payable, accounts receivable. Dealing with basic queries from clients/booking agents/external bookkeepers. Tour accounting, including withholding tax work. Overseeing monthly payrolls. Reviewing work carried out by junior team members. Preparation of quarterly VAT returns. Preparing management accounts. Preparing year-end accounts. Assisting in the preparation of information to non-UK accountants/business managers. WHO YOU ARE Good working knowledge of Microsoft Office (Word, Excel, Outlook). Experience of using QuickBooks/Xero/bookkeeping software. Ability to multitask/work across numerous clients. High attention to detail. Strong communication skills to be able to liaise with clients and managers in a professional manner. QUALIFICATIONS AND EXPERIENCE Experience already working in an accountancy environment, approximately 2 years. Music accounting experience is highly desirable but not essential. AAT qualified or part ACCA/ACA qualified. BENEFITS Fantastic private medical insurance 20 days annual leave plus 8 bank holidays and 3 additional days over the December holidays Study support upon successful completion of probation Cashback scheme for medical expenses Group Life Insurance Mental Wellbeing and Physical Health Support Regular social events and activities - including pizza, breakfast and/or drinks on the rooftop terrace, office, or local venues Cycle to work scheme Season ticket loan Excellent office space in Fitzrovia ADDITIONAL INFORMATION 9.30am-5.30pm, Monday to Friday Flexible working: 3 days (+) in office, 2 days at home Elsley Court, 20-22 Great Titchfield Street Department Creative - Stephen Marks Job Title Semi Senior - Creative Division Experience AAT qualified or part ACCA/ACA qualified.
Quick Registration First Name Last Name e-mail Phone Sector Location Our client is a Wealth and Asset Management firm in London, part of a global FTSE business. They are currently looking for a Credit Control Manager and a Private Client Investment Management Trainee. Details of the positions: Credit Control Manager Private Client Investment Management Trainee Additional opportunity: Trainee Research and Development Tax Consultant - Salary up to £38,000 Requirements include a strong degree in science, technology, engineering, or similar, along with excellent communication and interpersonal skills. The role involves working with clients in preparing R&D claims, under supervision of the R&D Tax Manager. Key duties include preparing R&D tax claims, liaising with tax advisors, communicating with HM Revenue & Customs, attending technical discussions, reviewing claims, identifying new opportunities, handling client queries, preparing budgets, and ensuring deadlines are met. The company offers a friendly, progressive environment with opportunities for career growth and professional development, including studying for professional exams.
Jul 19, 2025
Full time
Quick Registration First Name Last Name e-mail Phone Sector Location Our client is a Wealth and Asset Management firm in London, part of a global FTSE business. They are currently looking for a Credit Control Manager and a Private Client Investment Management Trainee. Details of the positions: Credit Control Manager Private Client Investment Management Trainee Additional opportunity: Trainee Research and Development Tax Consultant - Salary up to £38,000 Requirements include a strong degree in science, technology, engineering, or similar, along with excellent communication and interpersonal skills. The role involves working with clients in preparing R&D claims, under supervision of the R&D Tax Manager. Key duties include preparing R&D tax claims, liaising with tax advisors, communicating with HM Revenue & Customs, attending technical discussions, reviewing claims, identifying new opportunities, handling client queries, preparing budgets, and ensuring deadlines are met. The company offers a friendly, progressive environment with opportunities for career growth and professional development, including studying for professional exams.
At Forvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to feel empowered to be part of the future direction of the firm. We're constantly improving the way we work, so that we enhance the solutions we offer. So, you'll have a big say in the way your role and your team works. About the team Our Audit team here at Forvis Mazars specialises in delivering high quality services to our clients. The Privately-Owned Business are a significant proportion of our client base, not just in the UK, but globally. You will have the opportunity to work with a prestigious list of SME/Privately Owned Business clients widening your exposure to different aspects of this service line. At Forvis Mazars you will be able to bring your authentic self to work. We will support you with your career progression, work life balance and wellbeing. About the role As an Audit Assistant Manager, you will lead multiple audit engagements, overseeing and developing junior staff. You will work closely with clients and be committed to providing an exceptional service. You will be responsible for the day-to-day management of stakeholder relationships at audited entities and can expect to work with senior level staff. You will work closely with Senior leaders upto Partner level What are we looking for? ACA / CA / ACCA (or equivalent) qualification. Several years of experience of leading external audits from planning through to completion. Relevant privately owned business sector audit experience. Up to date technical knowledge of UK GAAP / FRS102 and IFRS. Experience of managing, training and coaching audit trainees. About Forvis Mazars Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories. Both member firms share a commitment to providing an unmatched client experience, delivering audit & assurance, tax and advisory services around the world. Together, our strategic vision strives to move our clients, people, industry and communities forward. Through our reach and areas of expertise, we help organisations respond to emerging sustainability issues in the global marketplace including human rights, climate change, environmental impacts and culture. We are one diverse, multicultural, multi-generational team with a huge sense of connection and belonging. This is a place where you can take ownership of your career, get involved, believe in yourself and put your ideas into action. At Forvis Mazars, we empower our people and celebrate individuality. We thrive on teamwork and are agile. We have bold foresight and give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and have a deeper understanding, to help make an impact so that everyone can reach their full potential. Our Poole office, located in Merck House, is set in the beautiful south coast town known for having the largest natural harbour in Europe. Established in 1986, our team supports businesses across the South Coast with deep local expertise. Being inclusive is core to our culture at Forvis Mazars; we want to ensure everyone, whether in the recruitment process or beyond is fully supported to be their unique self. To read more about our approach click here Our aim is to make the recruitment process as accessible and inclusive as possible - please contact us to discuss any changes you may require so we can work with you to support you throughout your application. Visit to learn more.
Jul 19, 2025
Full time
At Forvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to feel empowered to be part of the future direction of the firm. We're constantly improving the way we work, so that we enhance the solutions we offer. So, you'll have a big say in the way your role and your team works. About the team Our Audit team here at Forvis Mazars specialises in delivering high quality services to our clients. The Privately-Owned Business are a significant proportion of our client base, not just in the UK, but globally. You will have the opportunity to work with a prestigious list of SME/Privately Owned Business clients widening your exposure to different aspects of this service line. At Forvis Mazars you will be able to bring your authentic self to work. We will support you with your career progression, work life balance and wellbeing. About the role As an Audit Assistant Manager, you will lead multiple audit engagements, overseeing and developing junior staff. You will work closely with clients and be committed to providing an exceptional service. You will be responsible for the day-to-day management of stakeholder relationships at audited entities and can expect to work with senior level staff. You will work closely with Senior leaders upto Partner level What are we looking for? ACA / CA / ACCA (or equivalent) qualification. Several years of experience of leading external audits from planning through to completion. Relevant privately owned business sector audit experience. Up to date technical knowledge of UK GAAP / FRS102 and IFRS. Experience of managing, training and coaching audit trainees. About Forvis Mazars Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories. Both member firms share a commitment to providing an unmatched client experience, delivering audit & assurance, tax and advisory services around the world. Together, our strategic vision strives to move our clients, people, industry and communities forward. Through our reach and areas of expertise, we help organisations respond to emerging sustainability issues in the global marketplace including human rights, climate change, environmental impacts and culture. We are one diverse, multicultural, multi-generational team with a huge sense of connection and belonging. This is a place where you can take ownership of your career, get involved, believe in yourself and put your ideas into action. At Forvis Mazars, we empower our people and celebrate individuality. We thrive on teamwork and are agile. We have bold foresight and give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and have a deeper understanding, to help make an impact so that everyone can reach their full potential. Our Poole office, located in Merck House, is set in the beautiful south coast town known for having the largest natural harbour in Europe. Established in 1986, our team supports businesses across the South Coast with deep local expertise. Being inclusive is core to our culture at Forvis Mazars; we want to ensure everyone, whether in the recruitment process or beyond is fully supported to be their unique self. To read more about our approach click here Our aim is to make the recruitment process as accessible and inclusive as possible - please contact us to discuss any changes you may require so we can work with you to support you throughout your application. Visit to learn more.
At Forvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to grow , feel empowered and that they belong to the future direction of the firm. We're constantly improving the way we work, so that we enhance the solutions we offer. You'll have a big say in the way your role and your team works so you can make an impact on our business. Are you looking to make your mark in Private Client Tax? Are you looking to grow our business as if it was your own? Are you looking for open, engaged and collaborative teams? And you looking to achieve all of this and much more with a global leader in audit & assurance, tax, advisory and consulting services? Then apply to the role today! Roles & Responsibilities As a Private Client Tax Advisory Manager you will be responsible for: Reviewing tax reports prepared by junior members of the team. Ensuring WIP analysis and billing are kept up to date. Ensuring files are of an appropriate standard for QCR purposes. Liaising with HMRC regarding various issues. Assisting the partner with identifying specific advisory issues to consider e.g. shareholder profit extraction/exit planning, shareholder and personal succession planning, individual relocation etc. Skills, Knowledge and Experience Holds relevant professional qualification (e.g. CTA) or equivalent experience. Extensive experience of personal tax services. Significant experience of developing project plans and ensuring deadlines are met. Ability to think creatively, generate innovative ideas, develop new initiatives and methodologies. Experience of identifying opportunities for business development on tax clients and across other service lines. Proficiency with personal tax on CCH Central would be an advantage. This role is based out of our Leeds offices (hybrid). About Forvis Mazars Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories. At Forvis Mazars, we celebrate individuality and thrive on teamwork. We give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and make an impact so that everyone can reach their full potential, further details can be found on our website.
Jul 19, 2025
Full time
At Forvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to grow , feel empowered and that they belong to the future direction of the firm. We're constantly improving the way we work, so that we enhance the solutions we offer. You'll have a big say in the way your role and your team works so you can make an impact on our business. Are you looking to make your mark in Private Client Tax? Are you looking to grow our business as if it was your own? Are you looking for open, engaged and collaborative teams? And you looking to achieve all of this and much more with a global leader in audit & assurance, tax, advisory and consulting services? Then apply to the role today! Roles & Responsibilities As a Private Client Tax Advisory Manager you will be responsible for: Reviewing tax reports prepared by junior members of the team. Ensuring WIP analysis and billing are kept up to date. Ensuring files are of an appropriate standard for QCR purposes. Liaising with HMRC regarding various issues. Assisting the partner with identifying specific advisory issues to consider e.g. shareholder profit extraction/exit planning, shareholder and personal succession planning, individual relocation etc. Skills, Knowledge and Experience Holds relevant professional qualification (e.g. CTA) or equivalent experience. Extensive experience of personal tax services. Significant experience of developing project plans and ensuring deadlines are met. Ability to think creatively, generate innovative ideas, develop new initiatives and methodologies. Experience of identifying opportunities for business development on tax clients and across other service lines. Proficiency with personal tax on CCH Central would be an advantage. This role is based out of our Leeds offices (hybrid). About Forvis Mazars Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories. At Forvis Mazars, we celebrate individuality and thrive on teamwork. We give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and make an impact so that everyone can reach their full potential, further details can be found on our website.
Forvis Mazars cares about your career progression, offering individually designed career paths that help you pursue your interests, match your changing needs, and explore your true potential. We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to constantly update and grow your skills for lifelong professional development. Job Purpose You will be responsible for delivering proactive, high quality and value-added assurance services over compliance with respective grant making bodies/donor rules and requirements for grants awarded for agreed projects/outputs for public and private sector organisations nationally. The role will principally involve working with the Grants Assurance Manager to plan, co-ordinate and deliver grant verification reviews. This will include planning and liaison with the grantee, preparation of working papers, briefing the team and leading fieldwork as well as quality assurance of work, providing feedback and reporting of the work. You will also have the opportunity to play a key role in development and delivery of training alongside business development activities ranging from proposals and events, to training grantee teams. The team has experienced strong growth in recent years and is well placed to build on this further with strong opportunities in the short to medium for further progression for successful candidates. You will also be expected to contribute to the wider success of the Risk Consulting service line and help in its continuous improvement. Whilst location is not currently an issue as such work is being conducted remotely, this role could therefore be based in Poole, London, Manchester or Birmingham, with travelling subject to client and business need. You will report to the Director and Partner responsible for Public Services work within Risk Consulting. Role & Responsibilities Co-ordination and support of the overall work programme for grant assurance Controlling grant assignments from planning through to preparation of certificates and draft reports in line with agreed timescales. Planning and performance of fieldwork including liaison with the grantee, briefing the team, as well as lead feedback meetings with the grantee Considering the needs and skills of those under supervision, organising tasks and responsibilities. Providing on-the-job training and supervision of junior team members during delivery of fieldwork. Building and maintaining strong working relationships with the grantee, ensuring any problems or requests are dealt with promptly. Maintaining control and stability under pressure whilst recognising the deadline or urgency to be dealt with. Assesses and produces high quality work in line with the Firm's policy and processes, meeting relevant regulatory requirements. Providing constructive feedback for the completion of team member performance appraisals. Assistance on other special assignments (e.g. other grant related assurance) as and when required. Ability to make confident and clear presentations of service features and benefits to providers. Ensures that the services provided are genuinely appropriate for the grantee. Identify opportunities and prospects for new work. Support in development and delivery of training alongside review and improvements to methodologies. Ensure standards and procedures maintained by whole team. Skills, Knowledge & Experience Knowledge of grant funding and regulatory environment or external audit Holds CCAB (i.e.) ACA, CA, ACCA, IIA or other relevant qualification Good interpersonal and client handling skills Experience of managing, training and coaching junior staff. Excellent written and verbal communication and presentation skills. Actively seeks to enhance expertise and knowledge. Ability to develop new initiatives and methodologies. High attention to detail Ability to identify issues through sound analysis and application of technical skills in all situations. Provides assistance, shares experience, provides meaningful feedback and proactively supports the development of others. Takes ownership of projects, effectively delegates to others within the team and takes responsibility for quality control. Begins to develop a network of client contacts and contacts in the wider market. About Forvis Mazars Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories. Both member firms share a commitment to providing an unmatched client experience, delivering audit & assurance, tax and advisory services around the world. Together, our strategic vision strives to move our clients, people, industry and communities forward. Through our reach and areas of expertise, we help organisations respond to emerging sustainability issues in the global marketplace including human rights, climate change, environmental impacts and culture. We are one diverse, multicultural, multi-generational team with a huge sense of connection and belonging. This is a place where you can take ownership of your career, get involved, believe in yourself and put your ideas into action. At Forvis Mazars, we empower our people and celebrate individuality. We thrive on teamwork and are agile. We have bold foresight and give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and have a deeper understanding, to help make an impact so that everyone can reach their full potential. Being inclusive is core to our culture at Forvis Mazars; we want to ensure everyone, whether in the recruitment process or beyond is fully supported to be their unique self. To read more about our approach click here . Our aim is to make the recruitment process as accessible and inclusive as possible - please contact us to discuss any changes you may require so we can work with you to support you throughout your application. Visit to learn more.
Jul 19, 2025
Full time
Forvis Mazars cares about your career progression, offering individually designed career paths that help you pursue your interests, match your changing needs, and explore your true potential. We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to constantly update and grow your skills for lifelong professional development. Job Purpose You will be responsible for delivering proactive, high quality and value-added assurance services over compliance with respective grant making bodies/donor rules and requirements for grants awarded for agreed projects/outputs for public and private sector organisations nationally. The role will principally involve working with the Grants Assurance Manager to plan, co-ordinate and deliver grant verification reviews. This will include planning and liaison with the grantee, preparation of working papers, briefing the team and leading fieldwork as well as quality assurance of work, providing feedback and reporting of the work. You will also have the opportunity to play a key role in development and delivery of training alongside business development activities ranging from proposals and events, to training grantee teams. The team has experienced strong growth in recent years and is well placed to build on this further with strong opportunities in the short to medium for further progression for successful candidates. You will also be expected to contribute to the wider success of the Risk Consulting service line and help in its continuous improvement. Whilst location is not currently an issue as such work is being conducted remotely, this role could therefore be based in Poole, London, Manchester or Birmingham, with travelling subject to client and business need. You will report to the Director and Partner responsible for Public Services work within Risk Consulting. Role & Responsibilities Co-ordination and support of the overall work programme for grant assurance Controlling grant assignments from planning through to preparation of certificates and draft reports in line with agreed timescales. Planning and performance of fieldwork including liaison with the grantee, briefing the team, as well as lead feedback meetings with the grantee Considering the needs and skills of those under supervision, organising tasks and responsibilities. Providing on-the-job training and supervision of junior team members during delivery of fieldwork. Building and maintaining strong working relationships with the grantee, ensuring any problems or requests are dealt with promptly. Maintaining control and stability under pressure whilst recognising the deadline or urgency to be dealt with. Assesses and produces high quality work in line with the Firm's policy and processes, meeting relevant regulatory requirements. Providing constructive feedback for the completion of team member performance appraisals. Assistance on other special assignments (e.g. other grant related assurance) as and when required. Ability to make confident and clear presentations of service features and benefits to providers. Ensures that the services provided are genuinely appropriate for the grantee. Identify opportunities and prospects for new work. Support in development and delivery of training alongside review and improvements to methodologies. Ensure standards and procedures maintained by whole team. Skills, Knowledge & Experience Knowledge of grant funding and regulatory environment or external audit Holds CCAB (i.e.) ACA, CA, ACCA, IIA or other relevant qualification Good interpersonal and client handling skills Experience of managing, training and coaching junior staff. Excellent written and verbal communication and presentation skills. Actively seeks to enhance expertise and knowledge. Ability to develop new initiatives and methodologies. High attention to detail Ability to identify issues through sound analysis and application of technical skills in all situations. Provides assistance, shares experience, provides meaningful feedback and proactively supports the development of others. Takes ownership of projects, effectively delegates to others within the team and takes responsibility for quality control. Begins to develop a network of client contacts and contacts in the wider market. About Forvis Mazars Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories. Both member firms share a commitment to providing an unmatched client experience, delivering audit & assurance, tax and advisory services around the world. Together, our strategic vision strives to move our clients, people, industry and communities forward. Through our reach and areas of expertise, we help organisations respond to emerging sustainability issues in the global marketplace including human rights, climate change, environmental impacts and culture. We are one diverse, multicultural, multi-generational team with a huge sense of connection and belonging. This is a place where you can take ownership of your career, get involved, believe in yourself and put your ideas into action. At Forvis Mazars, we empower our people and celebrate individuality. We thrive on teamwork and are agile. We have bold foresight and give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and have a deeper understanding, to help make an impact so that everyone can reach their full potential. Being inclusive is core to our culture at Forvis Mazars; we want to ensure everyone, whether in the recruitment process or beyond is fully supported to be their unique self. To read more about our approach click here . Our aim is to make the recruitment process as accessible and inclusive as possible - please contact us to discuss any changes you may require so we can work with you to support you throughout your application. Visit to learn more.
At Forvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to feel empowered to be part of the future direction of the firm. We're constantly improving the way we work, so that we enhance the solutions we offer. So, you'll have a big say in the way your role and your team works. About the team Our Audit team here at Forvis Mazars specialises in delivering high quality services to our clients. The Privately-Owned Business are a significant proportion of our client base, not just in the UK, but globally. You will have the opportunity to work with a prestigious list of SME/Privately Owned Business clients widening your exposure to different aspects of this service line. At Forvis Mazars you will be able to bring your authentic self to work. We will support you with your career progression, work life balance and wellbeing. About the role As an Audit Assistant Manager, you will lead multiple audit engagements, overseeing and developing junior staff. You will work closely with clients and be committed to providing an exceptional service. You will be responsible for the day-to-day management of stakeholder relationships at audited entities and can expect to work with senior level staff. You will work closely with Senior leaders upto Partner level What are we looking for? ACA / CA / ACCA (or equivalent) qualification. Several years of experience of leading external audits from planning through to completion. Relevant privately owned business sector audit experience. Up to date technical knowledge of UK GAAP / FRS102 and IFRS. Experience of managing, training and coaching audit trainees. About Forvis Mazars Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories. Both member firms share a commitment to providing an unmatched client experience, delivering audit & assurance, tax and advisory services around the world. Together, our strategic vision strives to move our clients, people, industry and communities forward. Through our reach and areas of expertise, we help organisations respond to emerging sustainability issues in the global marketplace including human rights, climate change, environmental impacts and culture. We are one diverse, multicultural, multi-generational team with a huge sense of connection and belonging. This is a place where you can take ownership of your career, get involved, believe in yourself and put your ideas into action. At Forvis Mazars, we empower our people and celebrate individuality. We thrive on teamwork and are agile. We have bold foresight and give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and have a deeper understanding, to help make an impact so that everyone can reach their full potential. Our Poole office, located in Merck House, is set in the beautiful south coast town known for having the largest natural harbour in Europe. Established in 1986, our team supports businesses across the South Coast with deep local expertise. Being inclusive is core to our culture at Forvis Mazars; we want to ensure everyone, whether in the recruitment process or beyond is fully supported to be their unique self. To read more about our approach click here Our aim is to make the recruitment process as accessible and inclusive as possible - please contact us to discuss any changes you may require so we can work with you to support you throughout your application. Visit to learn more.
Jul 19, 2025
Full time
At Forvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to feel empowered to be part of the future direction of the firm. We're constantly improving the way we work, so that we enhance the solutions we offer. So, you'll have a big say in the way your role and your team works. About the team Our Audit team here at Forvis Mazars specialises in delivering high quality services to our clients. The Privately-Owned Business are a significant proportion of our client base, not just in the UK, but globally. You will have the opportunity to work with a prestigious list of SME/Privately Owned Business clients widening your exposure to different aspects of this service line. At Forvis Mazars you will be able to bring your authentic self to work. We will support you with your career progression, work life balance and wellbeing. About the role As an Audit Assistant Manager, you will lead multiple audit engagements, overseeing and developing junior staff. You will work closely with clients and be committed to providing an exceptional service. You will be responsible for the day-to-day management of stakeholder relationships at audited entities and can expect to work with senior level staff. You will work closely with Senior leaders upto Partner level What are we looking for? ACA / CA / ACCA (or equivalent) qualification. Several years of experience of leading external audits from planning through to completion. Relevant privately owned business sector audit experience. Up to date technical knowledge of UK GAAP / FRS102 and IFRS. Experience of managing, training and coaching audit trainees. About Forvis Mazars Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories. Both member firms share a commitment to providing an unmatched client experience, delivering audit & assurance, tax and advisory services around the world. Together, our strategic vision strives to move our clients, people, industry and communities forward. Through our reach and areas of expertise, we help organisations respond to emerging sustainability issues in the global marketplace including human rights, climate change, environmental impacts and culture. We are one diverse, multicultural, multi-generational team with a huge sense of connection and belonging. This is a place where you can take ownership of your career, get involved, believe in yourself and put your ideas into action. At Forvis Mazars, we empower our people and celebrate individuality. We thrive on teamwork and are agile. We have bold foresight and give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and have a deeper understanding, to help make an impact so that everyone can reach their full potential. Our Poole office, located in Merck House, is set in the beautiful south coast town known for having the largest natural harbour in Europe. Established in 1986, our team supports businesses across the South Coast with deep local expertise. Being inclusive is core to our culture at Forvis Mazars; we want to ensure everyone, whether in the recruitment process or beyond is fully supported to be their unique self. To read more about our approach click here Our aim is to make the recruitment process as accessible and inclusive as possible - please contact us to discuss any changes you may require so we can work with you to support you throughout your application. Visit to learn more.
Forvis Mazars cares about your career progression, offering individually designed career paths that help you pursue your interests, match your changing needs, and explore your true potential. We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to constantly update and grow your skills for lifelong professional development. Job Purpose You will be responsible for delivering proactive, high quality and value-added assurance services over compliance with respective grant making bodies/donor rules and requirements for grants awarded for agreed projects/outputs for public and private sector organisations nationally. The role will principally involve working with the Grants Assurance Manager to plan, co-ordinate and deliver grant verification reviews. This will include planning and liaison with the grantee, preparation of working papers, briefing the team and leading fieldwork as well as quality assurance of work, providing feedback and reporting of the work. You will also have the opportunity to play a key role in development and delivery of training alongside business development activities ranging from proposals and events, to training grantee teams. The team has experienced strong growth in recent years and is well placed to build on this further with strong opportunities in the short to medium for further progression for successful candidates. You will also be expected to contribute to the wider success of the Risk Consulting service line and help in its continuous improvement. Whilst location is not currently an issue as such work is being conducted remotely, this role could therefore be based in Poole, London, Manchester or Birmingham, with travelling subject to client and business need. You will report to the Director and Partner responsible for Public Services work within Risk Consulting. Role & Responsibilities Co-ordination and support of the overall work programme for grant assurance Controlling grant assignments from planning through to preparation of certificates and draft reports in line with agreed timescales. Planning and performance of fieldwork including liaison with the grantee, briefing the team, as well as lead feedback meetings with the grantee Considering the needs and skills of those under supervision, organising tasks and responsibilities. Providing on-the-job training and supervision of junior team members during delivery of fieldwork. Building and maintaining strong working relationships with the grantee, ensuring any problems or requests are dealt with promptly. Maintaining control and stability under pressure whilst recognising the deadline or urgency to be dealt with. Assesses and produces high quality work in line with the Firm's policy and processes, meeting relevant regulatory requirements. Providing constructive feedback for the completion of team member performance appraisals. Assistance on other special assignments (e.g. other grant related assurance) as and when required. Ability to make confident and clear presentations of service features and benefits to providers. Ensures that the services provided are genuinely appropriate for the grantee. Identify opportunities and prospects for new work. Support in development and delivery of training alongside review and improvements to methodologies. Ensure standards and procedures maintained by whole team. Skills, Knowledge & Experience Knowledge of grant funding and regulatory environment or external audit Holds CCAB (i.e.) ACA, CA, ACCA, IIA or other relevant qualification Good interpersonal and client handling skills Experience of managing, training and coaching junior staff. Excellent written and verbal communication and presentation skills. Actively seeks to enhance expertise and knowledge. Ability to develop new initiatives and methodologies. High attention to detail Ability to identify issues through sound analysis and application of technical skills in all situations. Provides assistance, shares experience, provides meaningful feedback and proactively supports the development of others. Takes ownership of projects, effectively delegates to others within the team and takes responsibility for quality control. Begins to develop a network of client contacts and contacts in the wider market. About Forvis Mazars Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories. Both member firms share a commitment to providing an unmatched client experience, delivering audit & assurance, tax and advisory services around the world. Together, our strategic vision strives to move our clients, people, industry and communities forward. Through our reach and areas of expertise, we help organisations respond to emerging sustainability issues in the global marketplace including human rights, climate change, environmental impacts and culture. We are one diverse, multicultural, multi-generational team with a huge sense of connection and belonging. This is a place where you can take ownership of your career, get involved, believe in yourself and put your ideas into action. At Forvis Mazars, we empower our people and celebrate individuality. We thrive on teamwork and are agile. We have bold foresight and give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and have a deeper understanding, to help make an impact so that everyone can reach their full potential. Being inclusive is core to our culture at Forvis Mazars; we want to ensure everyone, whether in the recruitment process or beyond is fully supported to be their unique self. To read more about our approach click here . Our aim is to make the recruitment process as accessible and inclusive as possible - please contact us to discuss any changes you may require so we can work with you to support you throughout your application. Visit to learn more.
Jul 19, 2025
Full time
Forvis Mazars cares about your career progression, offering individually designed career paths that help you pursue your interests, match your changing needs, and explore your true potential. We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to constantly update and grow your skills for lifelong professional development. Job Purpose You will be responsible for delivering proactive, high quality and value-added assurance services over compliance with respective grant making bodies/donor rules and requirements for grants awarded for agreed projects/outputs for public and private sector organisations nationally. The role will principally involve working with the Grants Assurance Manager to plan, co-ordinate and deliver grant verification reviews. This will include planning and liaison with the grantee, preparation of working papers, briefing the team and leading fieldwork as well as quality assurance of work, providing feedback and reporting of the work. You will also have the opportunity to play a key role in development and delivery of training alongside business development activities ranging from proposals and events, to training grantee teams. The team has experienced strong growth in recent years and is well placed to build on this further with strong opportunities in the short to medium for further progression for successful candidates. You will also be expected to contribute to the wider success of the Risk Consulting service line and help in its continuous improvement. Whilst location is not currently an issue as such work is being conducted remotely, this role could therefore be based in Poole, London, Manchester or Birmingham, with travelling subject to client and business need. You will report to the Director and Partner responsible for Public Services work within Risk Consulting. Role & Responsibilities Co-ordination and support of the overall work programme for grant assurance Controlling grant assignments from planning through to preparation of certificates and draft reports in line with agreed timescales. Planning and performance of fieldwork including liaison with the grantee, briefing the team, as well as lead feedback meetings with the grantee Considering the needs and skills of those under supervision, organising tasks and responsibilities. Providing on-the-job training and supervision of junior team members during delivery of fieldwork. Building and maintaining strong working relationships with the grantee, ensuring any problems or requests are dealt with promptly. Maintaining control and stability under pressure whilst recognising the deadline or urgency to be dealt with. Assesses and produces high quality work in line with the Firm's policy and processes, meeting relevant regulatory requirements. Providing constructive feedback for the completion of team member performance appraisals. Assistance on other special assignments (e.g. other grant related assurance) as and when required. Ability to make confident and clear presentations of service features and benefits to providers. Ensures that the services provided are genuinely appropriate for the grantee. Identify opportunities and prospects for new work. Support in development and delivery of training alongside review and improvements to methodologies. Ensure standards and procedures maintained by whole team. Skills, Knowledge & Experience Knowledge of grant funding and regulatory environment or external audit Holds CCAB (i.e.) ACA, CA, ACCA, IIA or other relevant qualification Good interpersonal and client handling skills Experience of managing, training and coaching junior staff. Excellent written and verbal communication and presentation skills. Actively seeks to enhance expertise and knowledge. Ability to develop new initiatives and methodologies. High attention to detail Ability to identify issues through sound analysis and application of technical skills in all situations. Provides assistance, shares experience, provides meaningful feedback and proactively supports the development of others. Takes ownership of projects, effectively delegates to others within the team and takes responsibility for quality control. Begins to develop a network of client contacts and contacts in the wider market. About Forvis Mazars Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories. Both member firms share a commitment to providing an unmatched client experience, delivering audit & assurance, tax and advisory services around the world. Together, our strategic vision strives to move our clients, people, industry and communities forward. Through our reach and areas of expertise, we help organisations respond to emerging sustainability issues in the global marketplace including human rights, climate change, environmental impacts and culture. We are one diverse, multicultural, multi-generational team with a huge sense of connection and belonging. This is a place where you can take ownership of your career, get involved, believe in yourself and put your ideas into action. At Forvis Mazars, we empower our people and celebrate individuality. We thrive on teamwork and are agile. We have bold foresight and give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and have a deeper understanding, to help make an impact so that everyone can reach their full potential. Being inclusive is core to our culture at Forvis Mazars; we want to ensure everyone, whether in the recruitment process or beyond is fully supported to be their unique self. To read more about our approach click here . Our aim is to make the recruitment process as accessible and inclusive as possible - please contact us to discuss any changes you may require so we can work with you to support you throughout your application. Visit to learn more.
At Forvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to grow , feel empowered and that they belong to the future direction of the firm. We're constantly improving the way we work, so that we enhance the solutions we offer. You'll have a big say in the way your role and your team works so you can make an impact on our business. Are you looking to make your mark in Private Client Tax? Are you looking to grow our business as if it was your own? Are you looking for open, engaged and collaborative teams? And you looking to achieve all of this and much more with a global leader in audit & assurance, tax, advisory and consulting services? Then apply to the role today! Roles & Responsibilities As a Private Client Tax Advisory Manager you will be responsible for: Reviewing tax reports prepared by junior members of the team. Ensuring WIP analysis and billing are kept up to date. Ensuring files are of an appropriate standard for QCR purposes. Liaising with HMRC regarding various issues. Assisting the partner with identifying specific advisory issues to consider e.g. shareholder profit extraction/exit planning, shareholder and personal succession planning, individual relocation etc. Skills, Knowledge and Experience Holds relevant professional qualification (e.g. CTA) or equivalent experience. Extensive experience of personal tax services. Significant experience of developing project plans and ensuring deadlines are met. Ability to think creatively, generate innovative ideas, develop new initiatives and methodologies. Experience of identifying opportunities for business development on tax clients and across other service lines. Proficiency with personal tax on CCH Central would be an advantage. This role is based out of our Leeds offices (hybrid). About Forvis Mazars Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories. At Forvis Mazars, we celebrate individuality and thrive on teamwork. We give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and make an impact so that everyone can reach their full potential, further details can be found on our website.
Jul 19, 2025
Full time
At Forvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to grow , feel empowered and that they belong to the future direction of the firm. We're constantly improving the way we work, so that we enhance the solutions we offer. You'll have a big say in the way your role and your team works so you can make an impact on our business. Are you looking to make your mark in Private Client Tax? Are you looking to grow our business as if it was your own? Are you looking for open, engaged and collaborative teams? And you looking to achieve all of this and much more with a global leader in audit & assurance, tax, advisory and consulting services? Then apply to the role today! Roles & Responsibilities As a Private Client Tax Advisory Manager you will be responsible for: Reviewing tax reports prepared by junior members of the team. Ensuring WIP analysis and billing are kept up to date. Ensuring files are of an appropriate standard for QCR purposes. Liaising with HMRC regarding various issues. Assisting the partner with identifying specific advisory issues to consider e.g. shareholder profit extraction/exit planning, shareholder and personal succession planning, individual relocation etc. Skills, Knowledge and Experience Holds relevant professional qualification (e.g. CTA) or equivalent experience. Extensive experience of personal tax services. Significant experience of developing project plans and ensuring deadlines are met. Ability to think creatively, generate innovative ideas, develop new initiatives and methodologies. Experience of identifying opportunities for business development on tax clients and across other service lines. Proficiency with personal tax on CCH Central would be an advantage. This role is based out of our Leeds offices (hybrid). About Forvis Mazars Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories. At Forvis Mazars, we celebrate individuality and thrive on teamwork. We give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and make an impact so that everyone can reach their full potential, further details can be found on our website.
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-spiritedand high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons BDO's Tax Accounting Group is a national group bringing together tax professionals who specialise in tax accounting and tax audit work. Headed by an equity partner, we can offer an exciting and quality career path for ambitious people. This role will provide tax audit support on our largest, high-profile audits across a range of groups and sectors. Just as key will be acting as a tax accounting specialist to our non-audit clients, assisting with complex provisioning engagements and the tax accounting aspects of GAAP conversions, carve out accounting and acquisition accounting. Clients and audited entities include FTSE companies, AIM listed companies, large inbounds and private equity backed businesses. You will be responsible for a number of tax audits, acting as the point of contact with the main audit team, and working closely with junior staff and tax partners to deliver this work. You will also work on a number of ad hoc, project based engagements working with other BDO teams, using your tax accounting knowledge in different contexts to deliver the best to our clients. You will act as a key contact for tax accounting queries for the wider tax and audit practices and be involved in coaching and training more junior members of the team. When you join us, we'll make your growth our priority. If you can demonstrate the following skills, we can help you go far. We're looking for someone with: Prior experience of tax accounting and tax auditing, with a clear desire to specialise in this area. Knowledge of tax accounting under FRS102 and IFRS; prior experience of US GAAP is useful but not obligatory. General corporate tax experience providing corporate tax advisory and compliance services to a variety of clients. Good project management skills, including meeting agreed deadlines, taking ownership and managing a team. Experience of coaching and training more junior staff. Experience of dealing with client senior management and key stakeholders. Educated to degree level, and CTA and/or ACA qualified or equivalent 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.
Jul 18, 2025
Full time
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-spiritedand high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons BDO's Tax Accounting Group is a national group bringing together tax professionals who specialise in tax accounting and tax audit work. Headed by an equity partner, we can offer an exciting and quality career path for ambitious people. This role will provide tax audit support on our largest, high-profile audits across a range of groups and sectors. Just as key will be acting as a tax accounting specialist to our non-audit clients, assisting with complex provisioning engagements and the tax accounting aspects of GAAP conversions, carve out accounting and acquisition accounting. Clients and audited entities include FTSE companies, AIM listed companies, large inbounds and private equity backed businesses. You will be responsible for a number of tax audits, acting as the point of contact with the main audit team, and working closely with junior staff and tax partners to deliver this work. You will also work on a number of ad hoc, project based engagements working with other BDO teams, using your tax accounting knowledge in different contexts to deliver the best to our clients. You will act as a key contact for tax accounting queries for the wider tax and audit practices and be involved in coaching and training more junior members of the team. When you join us, we'll make your growth our priority. If you can demonstrate the following skills, we can help you go far. We're looking for someone with: Prior experience of tax accounting and tax auditing, with a clear desire to specialise in this area. Knowledge of tax accounting under FRS102 and IFRS; prior experience of US GAAP is useful but not obligatory. General corporate tax experience providing corporate tax advisory and compliance services to a variety of clients. Good project management skills, including meeting agreed deadlines, taking ownership and managing a team. Experience of coaching and training more junior staff. Experience of dealing with client senior management and key stakeholders. Educated to degree level, and CTA and/or ACA qualified or equivalent 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.
Private Client Tax Manager or Senior Manager job in Ipswich An experienced Private Client Tax Manager or Senior Manager is required for a leading Accountancy firm in Ipswich. About the Firm & TeamOur client boasts a diverse client portfolio, spanning high-net-worth individuals, entrepreneurs, company directors, landowners, and family trusts and estates. With a strong reputation and impressive growth trajectory, they offer extensive opportunities for professional development. The RoleThis is a varied and rewarding position that provides structured career progression and opportunities for leadership. You'll use your technical expertise to deliver outstanding client service, while also mentoring junior staff and contributing to business development initiatives. Key Requirements CTA qualification (or equivalent experience); ICAEW, ACCA, or STEP would be advantageous.Proven experience managing a portfolio of private clientsSolid background in Personal Tax compliance, covering Capital Gains Tax, remuneration planning, IR35, Trusts/IHT, and property incomeKnowledge of residence issues, HMRC enquiries, and agricultural/landed estate matters would be beneficial.Strong IT proficiency, ideally with CCH experienceConfident communicator with excellent leadership abilitiesSelf-motivated with a keen eye for detailAbility to manage multiple deadlines, delegate effectively, and contribute to strategic growth Career ProgressionThis firm has an outstanding track record of staff development and growth, offering in-depth training and a supportive work environment. The successful candidate will benefit from:Extensive professional development & career advancementA forward-thinking, collaborative work cultureOpportunity to shape the future of the Private Client Tax teamUnlimited career progression Salary and Benefits Flexible working Dress for your diary Death in service Cycle to work Free parking Health care Holiday purchase Contributory pension Private medical Shopping discounts Sick pay Well-being support Social events If you're looking for a role that recognises your expertise and supports your long-term career ambitions, this is a fantastic opportunity. Interested? Please contact Cara Whyte at Hays or apply online. #
Jul 18, 2025
Full time
Private Client Tax Manager or Senior Manager job in Ipswich An experienced Private Client Tax Manager or Senior Manager is required for a leading Accountancy firm in Ipswich. About the Firm & TeamOur client boasts a diverse client portfolio, spanning high-net-worth individuals, entrepreneurs, company directors, landowners, and family trusts and estates. With a strong reputation and impressive growth trajectory, they offer extensive opportunities for professional development. The RoleThis is a varied and rewarding position that provides structured career progression and opportunities for leadership. You'll use your technical expertise to deliver outstanding client service, while also mentoring junior staff and contributing to business development initiatives. Key Requirements CTA qualification (or equivalent experience); ICAEW, ACCA, or STEP would be advantageous.Proven experience managing a portfolio of private clientsSolid background in Personal Tax compliance, covering Capital Gains Tax, remuneration planning, IR35, Trusts/IHT, and property incomeKnowledge of residence issues, HMRC enquiries, and agricultural/landed estate matters would be beneficial.Strong IT proficiency, ideally with CCH experienceConfident communicator with excellent leadership abilitiesSelf-motivated with a keen eye for detailAbility to manage multiple deadlines, delegate effectively, and contribute to strategic growth Career ProgressionThis firm has an outstanding track record of staff development and growth, offering in-depth training and a supportive work environment. The successful candidate will benefit from:Extensive professional development & career advancementA forward-thinking, collaborative work cultureOpportunity to shape the future of the Private Client Tax teamUnlimited career progression Salary and Benefits Flexible working Dress for your diary Death in service Cycle to work Free parking Health care Holiday purchase Contributory pension Private medical Shopping discounts Sick pay Well-being support Social events If you're looking for a role that recognises your expertise and supports your long-term career ambitions, this is a fantastic opportunity. Interested? Please contact Cara Whyte at Hays or apply online. #
Description About the role We are looking to recruit an ambitious Senior Tax Manager to join our growing Tax Team as the lead technical specialist on Property Stamp Taxes (namely SDLT, LTT, ATED and to a lesser degree, LBTT) and would be open to candidates who may have a particular specialism within real estate such as VAT or Capital Taxes. We recognise that most Property Tax experts come from a career advising on another major tax as well, as part of a wider tax team, particularly VAT, Real Estate or Capital Taxes. We have a large client base of land and property sector clients, and your work would mostly be involved in these projects. Working with a diverse range of clients, from entrepreneurial owner-managed businesses to expanding corporates, you will get to work on a variety of interesting and challenging tax advisory projects which will really benefit your clients. You will enjoy coaching and mentoring individuals, as an important part of this role will be focused around developing junior team members into becoming accomplished tax advisors. We will also look to you to support us in our business development activities as we continue to expand within themidlands market. With the support of our Tax Partners, you will be given support to further develop the skills and knowledge required to help you progress to Tax Director. In this role you will be able to take full advantage of the hybrid working that we offer to all our people. Whether you are working from the office, from home or from a client site, we support our people to achieve the right balance of flexibility in line with delivering excellent client service. Day to day responsibilities will include: Lead technical specialist for the firm on SDLT and other property taxes Playing a pivotal role in the delivery of a wide range of interesting tax advisory projects Developing and coaching our trainees to become accomplished business advisors Contributing to business development activities in the local marketplace About you To be considered for the role, you will need to be: Appropriately qualifiedand have experience of working within a Tax advisory environment An excellent communicator who can build strong relationships with their clients Agood manager who enjoys developing and coaching their teams Keen to contribute towards the overall success and growth of Bishop Fleming Why Bishop Fleming? Bishop Fleming is leading independent provider ofaudit,accountancy,tax, andadvisoryservices in the UK. With a turnover of £43.1m, the firm saw growth of almost 13% per cent over the last 12 months. From owner-managed businesses, SMEs, and large businesses; to entrepreneurs and private individuals; Bishop Fleming offers full services across a diverse range of sectors, including: Automotive,Charities and Not for Profit,Education,Energy, Renewables and Natural Resources, Financial Services,Food and Drink,Healthcare,Hospitality and Leisure,Housing Associations,Manufacturing,Private Client,Professional Services,Public Sector,Real Estate and Construction,Technology, Media and Telecomms, andTransport and Logistics. Bishop Fleming is currently ranked fifth in the Accountancy Age Mid-Tier Power Index and is also the largest provider of audit services to multi-academy trusts in the academy sector. With 9officesspanning from the West Midlands to the South West, the firm has 40 partners and nearly 500 staff, and is a certified Great Place to Work. Bishop Fleming is a member of Kreston Global, a global network of independent accounting firms in more than 100 countries. If that's not enough, we offer a fantastic range of benefits including: 30 days holiday plus bank holidays plus Christmas off! Competitive salary Hybrid working A contributory Pension scheme Life assurance Simply Health cashback plan including access to 24/7 online GP service and counselling services Yulife employee wellbeing app Social events with active social committees that plan internal and external events Numerous opportunities for development Please contact Sam Ford, Talent Acquisition Manager if you would like to discuss this opportunity further. We welcome applicants who would like the flexibility in their working arrangements, including working from home or part time working, which may help to accommodate parent or carer responsibilities, further studies and activities outside of work. We are committed to welcoming new people into an inclusive working environment, where everyone is given equal opportunity to reach their full potential. We support a culture where people are valued and treated fairly with respect and differences are understood and celebrated. The more varied our workforce, the broader the expertise within our business. The broader our expertise, the greater our chances of innovation and success. That's why we're committed to equality of opportunity, diversity and inclusion at every level. Closing date: 31st May 2025 For further information, and to apply, please visit our website via the "Apply" button below.
Jul 18, 2025
Full time
Description About the role We are looking to recruit an ambitious Senior Tax Manager to join our growing Tax Team as the lead technical specialist on Property Stamp Taxes (namely SDLT, LTT, ATED and to a lesser degree, LBTT) and would be open to candidates who may have a particular specialism within real estate such as VAT or Capital Taxes. We recognise that most Property Tax experts come from a career advising on another major tax as well, as part of a wider tax team, particularly VAT, Real Estate or Capital Taxes. We have a large client base of land and property sector clients, and your work would mostly be involved in these projects. Working with a diverse range of clients, from entrepreneurial owner-managed businesses to expanding corporates, you will get to work on a variety of interesting and challenging tax advisory projects which will really benefit your clients. You will enjoy coaching and mentoring individuals, as an important part of this role will be focused around developing junior team members into becoming accomplished tax advisors. We will also look to you to support us in our business development activities as we continue to expand within themidlands market. With the support of our Tax Partners, you will be given support to further develop the skills and knowledge required to help you progress to Tax Director. In this role you will be able to take full advantage of the hybrid working that we offer to all our people. Whether you are working from the office, from home or from a client site, we support our people to achieve the right balance of flexibility in line with delivering excellent client service. Day to day responsibilities will include: Lead technical specialist for the firm on SDLT and other property taxes Playing a pivotal role in the delivery of a wide range of interesting tax advisory projects Developing and coaching our trainees to become accomplished business advisors Contributing to business development activities in the local marketplace About you To be considered for the role, you will need to be: Appropriately qualifiedand have experience of working within a Tax advisory environment An excellent communicator who can build strong relationships with their clients Agood manager who enjoys developing and coaching their teams Keen to contribute towards the overall success and growth of Bishop Fleming Why Bishop Fleming? Bishop Fleming is leading independent provider ofaudit,accountancy,tax, andadvisoryservices in the UK. With a turnover of £43.1m, the firm saw growth of almost 13% per cent over the last 12 months. From owner-managed businesses, SMEs, and large businesses; to entrepreneurs and private individuals; Bishop Fleming offers full services across a diverse range of sectors, including: Automotive,Charities and Not for Profit,Education,Energy, Renewables and Natural Resources, Financial Services,Food and Drink,Healthcare,Hospitality and Leisure,Housing Associations,Manufacturing,Private Client,Professional Services,Public Sector,Real Estate and Construction,Technology, Media and Telecomms, andTransport and Logistics. Bishop Fleming is currently ranked fifth in the Accountancy Age Mid-Tier Power Index and is also the largest provider of audit services to multi-academy trusts in the academy sector. With 9officesspanning from the West Midlands to the South West, the firm has 40 partners and nearly 500 staff, and is a certified Great Place to Work. Bishop Fleming is a member of Kreston Global, a global network of independent accounting firms in more than 100 countries. If that's not enough, we offer a fantastic range of benefits including: 30 days holiday plus bank holidays plus Christmas off! Competitive salary Hybrid working A contributory Pension scheme Life assurance Simply Health cashback plan including access to 24/7 online GP service and counselling services Yulife employee wellbeing app Social events with active social committees that plan internal and external events Numerous opportunities for development Please contact Sam Ford, Talent Acquisition Manager if you would like to discuss this opportunity further. We welcome applicants who would like the flexibility in their working arrangements, including working from home or part time working, which may help to accommodate parent or carer responsibilities, further studies and activities outside of work. We are committed to welcoming new people into an inclusive working environment, where everyone is given equal opportunity to reach their full potential. We support a culture where people are valued and treated fairly with respect and differences are understood and celebrated. The more varied our workforce, the broader the expertise within our business. The broader our expertise, the greater our chances of innovation and success. That's why we're committed to equality of opportunity, diversity and inclusion at every level. Closing date: 31st May 2025 For further information, and to apply, please visit our website via the "Apply" button below.
The Company You'll Join Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Carta's fund administration platform supports nearly 7,000 funds and SPVs, representing $150B in assets under administration in venture capital and private equity. Trusted by more than 40,000 companies, Carta also helps private businesses in over 160 countries manage their cap tables, valuations, taxes, equity programs, compensation, and more. Together, Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions don't work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta's software for the Office of the Fund CFO does just that - it's a new category of software to make private markets look more like public markets - a connected ERP for private capital. For more information about our offices and culture, check out our Carta careers page . The Problems You'll Solve In this role, you will become an equity expert and use that knowledge to implement our clients onto the Carta Europe software, setting them up for long-term success. You will directly interact with clients, managing their implementation projects from post-sale data collection to sending out securities to stakeholders and enabling our customers to independently use our software. As the first service provider post-sale, you will establish strong customer relationships and inspire long-term loyalty by guiding them through the implementation process. You will also need to feel comfortable working with data, business systems, and developing training content for our customers. This role is a fit for people that are hungry to learn and who can think creatively to find software solutions to both equity and user problems. Successful Implementations Managers embrace change and constantly seek ways to better their process and their team. Our Delivery team members have grown to become some of the strongest contributors in our company due to their thorough understanding of our software, customers, and the business value we deliver. Ideal candidates will have a strong passion for financial services, building customer relationships, project delivery, and analytical problem solving. In this role, you will: Support new clients in "on-boarding" them onto Carta Europe - i.e., implementation of client's capitalization table and securities on Carta Manage complex datasets with high integrity Migrate client data to Carta Europe's import file in Excel. Coordinate and manage inputs needed from client stakeholders. This might involve working client law firms Maintain the quality of clients' data throughout the onboarding process Train clients on how to use Carta Europe Software. Continuously look for ways to improve the efficiency and effectiveness of the onboarding process You will proactively manage your clients to dates, activating their account on time and improve your time to value month over month. Give your clients resources to appropriate teams post-activation. Work closely with product, engineering and our internal implementations leaders to improve the on-boarding experience for our customers. Have the opportunities to work on potentially cross-functional side projects in addition to your core function onboarding new accounts, learning to deliver new services. The Impact You'll Have You have working knowledge of Excel and Google Sheets You have strong project management skills-must be able to manage multiple projects (25+) at a time, while providing timely follow up to clients You are data-savvy and enjoy working with large datasets You are familiar or want to become familiar with private equity, VC-backed companies and capitalization You are flexible, adaptive, and resilient You have great people skills and a high degree of empathy You have great communication skills You are highly organized and can manage a group of C-suite clients You can work cross-functionally with teams You can deal with uncertainties and ambiguous situations You can maintain confidentiality as required by customers You are ambitious, proactive, a self-starter, helpful and resourceful You possess a helpful and professional attitude and can exhibit diplomacy, tact, and poise under pressure when working through customer issues Knowledge of finance and accounting is a plus Experience working at a high-growth software company is a plus Experience in customer-facing roles is a plus Please note - this role is located in either Rio de Janeiro or London. Applicants must be authorized to work in one of those locations as we are not able to provide work authorization for this role. Disclosures: We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email. Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details. For information on our data privacy policies, see Privacy , CA Candidate Privacy , and Brazil Transparency Report . Please note that all official communications from us will come from domain. Report any contact from unapproved domains to .
Jul 18, 2025
Full time
The Company You'll Join Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Carta's fund administration platform supports nearly 7,000 funds and SPVs, representing $150B in assets under administration in venture capital and private equity. Trusted by more than 40,000 companies, Carta also helps private businesses in over 160 countries manage their cap tables, valuations, taxes, equity programs, compensation, and more. Together, Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions don't work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta's software for the Office of the Fund CFO does just that - it's a new category of software to make private markets look more like public markets - a connected ERP for private capital. For more information about our offices and culture, check out our Carta careers page . The Problems You'll Solve In this role, you will become an equity expert and use that knowledge to implement our clients onto the Carta Europe software, setting them up for long-term success. You will directly interact with clients, managing their implementation projects from post-sale data collection to sending out securities to stakeholders and enabling our customers to independently use our software. As the first service provider post-sale, you will establish strong customer relationships and inspire long-term loyalty by guiding them through the implementation process. You will also need to feel comfortable working with data, business systems, and developing training content for our customers. This role is a fit for people that are hungry to learn and who can think creatively to find software solutions to both equity and user problems. Successful Implementations Managers embrace change and constantly seek ways to better their process and their team. Our Delivery team members have grown to become some of the strongest contributors in our company due to their thorough understanding of our software, customers, and the business value we deliver. Ideal candidates will have a strong passion for financial services, building customer relationships, project delivery, and analytical problem solving. In this role, you will: Support new clients in "on-boarding" them onto Carta Europe - i.e., implementation of client's capitalization table and securities on Carta Manage complex datasets with high integrity Migrate client data to Carta Europe's import file in Excel. Coordinate and manage inputs needed from client stakeholders. This might involve working client law firms Maintain the quality of clients' data throughout the onboarding process Train clients on how to use Carta Europe Software. Continuously look for ways to improve the efficiency and effectiveness of the onboarding process You will proactively manage your clients to dates, activating their account on time and improve your time to value month over month. Give your clients resources to appropriate teams post-activation. Work closely with product, engineering and our internal implementations leaders to improve the on-boarding experience for our customers. Have the opportunities to work on potentially cross-functional side projects in addition to your core function onboarding new accounts, learning to deliver new services. The Impact You'll Have You have working knowledge of Excel and Google Sheets You have strong project management skills-must be able to manage multiple projects (25+) at a time, while providing timely follow up to clients You are data-savvy and enjoy working with large datasets You are familiar or want to become familiar with private equity, VC-backed companies and capitalization You are flexible, adaptive, and resilient You have great people skills and a high degree of empathy You have great communication skills You are highly organized and can manage a group of C-suite clients You can work cross-functionally with teams You can deal with uncertainties and ambiguous situations You can maintain confidentiality as required by customers You are ambitious, proactive, a self-starter, helpful and resourceful You possess a helpful and professional attitude and can exhibit diplomacy, tact, and poise under pressure when working through customer issues Knowledge of finance and accounting is a plus Experience working at a high-growth software company is a plus Experience in customer-facing roles is a plus Please note - this role is located in either Rio de Janeiro or London. Applicants must be authorized to work in one of those locations as we are not able to provide work authorization for this role. Disclosures: We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email. Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details. For information on our data privacy policies, see Privacy , CA Candidate Privacy , and Brazil Transparency Report . Please note that all official communications from us will come from domain. Report any contact from unapproved domains to .
Senior Manager (Practice Finance) Exeter Up to £65,000 DOE + personal vehicle of choice (think Tesla or Mercedes), 25 days holiday plus bank holidays + private healthcare + office dogs (golden retriever and labrador!) + exceptional culture + clear progression to Partner + company benefits This is an exceptional opportunity for an experienced Senior Manager seeking a role that goes beyond the ordinary. You will join a progressive accountancy practice specialising in tax, compliance, and advisory services for owner-managed businesses and private clients. This role is about more than just technical ability; it is a leadership position for someone with ambition, professionalism, and personality. You will have a clear progression path to Business Partner, supported by a firm that invests in its people and values your input from day one. You will be working with a vibrant, high-performing team of 20 individuals that brings energy, fresh ideas, and a modern approach to client service. The culture is collaborative, ambitious, and built around continuous learning and development. You will have the opportunity to mentor rising talent, shape team dynamics, and lead by example in an environment that thrives on positivity and momentum. Responsibilities include managing a portfolio of complex clients, leading and mentoring a talented team, and helping to shape the future of the firm. From high-quality compliance work to hands-on coaching and business development, playing a central role in driving operational excellence and growth will be key This role offers true autonomy, meaningful influence, and a culture that is as people-focused as it is performance-driven. You will receive a personal use vehicle of your choice (yes, even a Tesla or Mercedes) and two fury office mascots will be there to ensure your smile is always in check. You will also: • Lead firm-wide strategic projects that make a measurable difference • Bring commercial insight to key decision-making conversations • Represent the firm in high-level client pitches and new business opportunities • Review and sign off complex accounts, tax returns, business valuations, and due diligence reports • Be a trusted expert, offering proactive advice and confident problem-solving when it matters most The Person: • Qualified accounts background with expertise across accounting and tax, with proven experience in a practice environment • A natural leader who brings out the best in others and thrives on developing talent • Commercially minded, with the confidence to spot and act on growth opportunities If you are looking for a role where you can lead with confidence, grow with purpose, and work within a genuinely progressive environment, let us know. Contact: Hannah Wade (url removed)
Jul 18, 2025
Full time
Senior Manager (Practice Finance) Exeter Up to £65,000 DOE + personal vehicle of choice (think Tesla or Mercedes), 25 days holiday plus bank holidays + private healthcare + office dogs (golden retriever and labrador!) + exceptional culture + clear progression to Partner + company benefits This is an exceptional opportunity for an experienced Senior Manager seeking a role that goes beyond the ordinary. You will join a progressive accountancy practice specialising in tax, compliance, and advisory services for owner-managed businesses and private clients. This role is about more than just technical ability; it is a leadership position for someone with ambition, professionalism, and personality. You will have a clear progression path to Business Partner, supported by a firm that invests in its people and values your input from day one. You will be working with a vibrant, high-performing team of 20 individuals that brings energy, fresh ideas, and a modern approach to client service. The culture is collaborative, ambitious, and built around continuous learning and development. You will have the opportunity to mentor rising talent, shape team dynamics, and lead by example in an environment that thrives on positivity and momentum. Responsibilities include managing a portfolio of complex clients, leading and mentoring a talented team, and helping to shape the future of the firm. From high-quality compliance work to hands-on coaching and business development, playing a central role in driving operational excellence and growth will be key This role offers true autonomy, meaningful influence, and a culture that is as people-focused as it is performance-driven. You will receive a personal use vehicle of your choice (yes, even a Tesla or Mercedes) and two fury office mascots will be there to ensure your smile is always in check. You will also: • Lead firm-wide strategic projects that make a measurable difference • Bring commercial insight to key decision-making conversations • Represent the firm in high-level client pitches and new business opportunities • Review and sign off complex accounts, tax returns, business valuations, and due diligence reports • Be a trusted expert, offering proactive advice and confident problem-solving when it matters most The Person: • Qualified accounts background with expertise across accounting and tax, with proven experience in a practice environment • A natural leader who brings out the best in others and thrives on developing talent • Commercially minded, with the confidence to spot and act on growth opportunities If you are looking for a role where you can lead with confidence, grow with purpose, and work within a genuinely progressive environment, let us know. Contact: Hannah Wade (url removed)
