Broadfield UK (formerly BDB Pitmans) is a law firm serving mid-market clients, with expertise across multiple practice areas and a strong commitment to client service. The team comprises entrepreneurial experts and leaders who provide tailored legal strategies and solutions. With offices in London, Cambridge, Reading, and Southampton, Broadfield UK has over 420 professionals dedicated to building lasting client relationships based on trust and integrity. In 2024, Broadfield UK became the founding member firm of Broadfield. The team Our Private Wealth team offers expert advice on UK tax and estate planning, trusts, trust administration, and landed estates. They collaborate closely with colleagues in other departments to assist individuals with matters related to residential property, employment, business affairs, and family law. The opportunity We are seeking a Legal Director (or ambitious Senior Associate) to ensure the continued success of the department, handling a diverse workload with a high-quality client base. Responsibilities include tax, trusts, and estate planning for private clients and professional/corporate trustees, including advice on wills, trusts, EPAs, LPAs, tax planning, trust administration, probate, and estate administration. Responsibilities: Manage a caseload of quality, mixed work, including wills, trusts, and Lasting Powers of Attorney. Ensure all client work progresses efficiently, with regular updates on progress, fees, and disbursements. Participate in promoting the firm's services through marketing events, writing articles for newsletters and external journals, and engaging in business development activities. Who we are looking for Qualifications Admission to the Solicitors Roll Knowledge/Experience 8+ years PQE (lower PQE candidates may also be considered) Experience leading a team is desirable but not essential
Jul 25, 2025
Full time
Broadfield UK (formerly BDB Pitmans) is a law firm serving mid-market clients, with expertise across multiple practice areas and a strong commitment to client service. The team comprises entrepreneurial experts and leaders who provide tailored legal strategies and solutions. With offices in London, Cambridge, Reading, and Southampton, Broadfield UK has over 420 professionals dedicated to building lasting client relationships based on trust and integrity. In 2024, Broadfield UK became the founding member firm of Broadfield. The team Our Private Wealth team offers expert advice on UK tax and estate planning, trusts, trust administration, and landed estates. They collaborate closely with colleagues in other departments to assist individuals with matters related to residential property, employment, business affairs, and family law. The opportunity We are seeking a Legal Director (or ambitious Senior Associate) to ensure the continued success of the department, handling a diverse workload with a high-quality client base. Responsibilities include tax, trusts, and estate planning for private clients and professional/corporate trustees, including advice on wills, trusts, EPAs, LPAs, tax planning, trust administration, probate, and estate administration. Responsibilities: Manage a caseload of quality, mixed work, including wills, trusts, and Lasting Powers of Attorney. Ensure all client work progresses efficiently, with regular updates on progress, fees, and disbursements. Participate in promoting the firm's services through marketing events, writing articles for newsletters and external journals, and engaging in business development activities. Who we are looking for Qualifications Admission to the Solicitors Roll Knowledge/Experience 8+ years PQE (lower PQE candidates may also be considered) Experience leading a team is desirable but not essential
As one of the world's largest networks of audit, tax and consulting firms, RSM delivers big ideas and premium service to help middle-market businesses thrive. We are a fast-growing firm with big ambitions we have a clear goal to become the premium adviser to the middle market, globally. This vision touches everything we do, motivating and inspiring us to become better every day. If you are looking for a firm where you can build a future and make an impact, then RSM is the place for you. Make an Impact within our Corporate Tax team at RSM UK Our national corporate tax service line works with clients across a broad range of business types and sectors, from owner-managed businesses and middle market organisations to large multinational groups. We manage their tax affairs on the compliance side whilst also acting as expert advisors when planning matters arise. The latter includes, but is not exclusive to, due diligence, transactions and restructuring, as well as innovation reliefs. Introduction about the role. As an Associate Director in our Stoke office you will work on a varied portfolio of clients and groups, some with complex tax affairs, ensuring both excellent client service and identification of further work opportunities. The role will include undertaking the more complex compliance work, reviewing work undertaken by junior team members, and working on a variety of advisory projects. In addition, you will have the opportunity to assist senior staff by involvement in business development opportunities, proposals and networking events. You'll make an impact by: Being part of a high performing tax team that supports and advises a range of interesting, fast growing and entrepreneurial companies, as well as larger corporates and international clients. Being a key part of the client service team and taking ownership of a client portfolio. Providing value adding advice covering a range of technical issues relevant to your client's business. Working in collaboration with partners and directors across all service lines to go out to market and support with business development activities in the region. What we are looking for: Are you someone who thrives on variety, loves learning new things, and enjoys connecting with people? If you can spot inefficiencies in everyday life and are passionate about making improvements, this role is perfect for you! We value diverse experiences and perspectives. Here's what we're looking for in our ideal candidate: ACA qualified (or equivalent). CTA qualified preferred, or proven tax advisory experience. Experience of a client or customer facing role. Excellent corporate tax compliance experience in preparing and reviewing tax computations. Comprehensive corporate tax technical knowledge and experience. Proven tax advisory experience in technical matters. Proven experience in client handling and managing a busy portfolio. Experience and interest in business development and converting relationships into fee paying work. Significant previous experience operating at Manager, or a similar role is required or can demonstrate the skill set required to undertake an Associate Director role. What we can offer you: We recognise that our people are our most important assets. That's why we offer a flexible reward and benefits package that will help you have fulfilling experience, both in and out of work. 27 days holiday (with the option of purchasing additional days). Hybrid working Lifestyle, health, and wellbeing including financial wellbeing benefits such as financial tools, electric car scheme and access to a virtual GP. Individual healthcare cover. Access to a suite of 300+ courses on demand developed by our inhouse talent development team. Diversity and Inclusion at RSM At RSM, we want to create a strong sense of belonging so that people of all identities, backgrounds, and cultures feel they can bring their true self to work. Our clients come from all walks of life. We aim to achieve that same diversity of background, experience and perspective in our own teams, so that we can genuinely understand our client's needs. Diverse teams bring a broader range of ideas and insights to work. That's why we're working together to ensure our firm's principles and processes support a firm culture that embraces difference and strengthens inclusion.
Jul 25, 2025
Full time
As one of the world's largest networks of audit, tax and consulting firms, RSM delivers big ideas and premium service to help middle-market businesses thrive. We are a fast-growing firm with big ambitions we have a clear goal to become the premium adviser to the middle market, globally. This vision touches everything we do, motivating and inspiring us to become better every day. If you are looking for a firm where you can build a future and make an impact, then RSM is the place for you. Make an Impact within our Corporate Tax team at RSM UK Our national corporate tax service line works with clients across a broad range of business types and sectors, from owner-managed businesses and middle market organisations to large multinational groups. We manage their tax affairs on the compliance side whilst also acting as expert advisors when planning matters arise. The latter includes, but is not exclusive to, due diligence, transactions and restructuring, as well as innovation reliefs. Introduction about the role. As an Associate Director in our Stoke office you will work on a varied portfolio of clients and groups, some with complex tax affairs, ensuring both excellent client service and identification of further work opportunities. The role will include undertaking the more complex compliance work, reviewing work undertaken by junior team members, and working on a variety of advisory projects. In addition, you will have the opportunity to assist senior staff by involvement in business development opportunities, proposals and networking events. You'll make an impact by: Being part of a high performing tax team that supports and advises a range of interesting, fast growing and entrepreneurial companies, as well as larger corporates and international clients. Being a key part of the client service team and taking ownership of a client portfolio. Providing value adding advice covering a range of technical issues relevant to your client's business. Working in collaboration with partners and directors across all service lines to go out to market and support with business development activities in the region. What we are looking for: Are you someone who thrives on variety, loves learning new things, and enjoys connecting with people? If you can spot inefficiencies in everyday life and are passionate about making improvements, this role is perfect for you! We value diverse experiences and perspectives. Here's what we're looking for in our ideal candidate: ACA qualified (or equivalent). CTA qualified preferred, or proven tax advisory experience. Experience of a client or customer facing role. Excellent corporate tax compliance experience in preparing and reviewing tax computations. Comprehensive corporate tax technical knowledge and experience. Proven tax advisory experience in technical matters. Proven experience in client handling and managing a busy portfolio. Experience and interest in business development and converting relationships into fee paying work. Significant previous experience operating at Manager, or a similar role is required or can demonstrate the skill set required to undertake an Associate Director role. What we can offer you: We recognise that our people are our most important assets. That's why we offer a flexible reward and benefits package that will help you have fulfilling experience, both in and out of work. 27 days holiday (with the option of purchasing additional days). Hybrid working Lifestyle, health, and wellbeing including financial wellbeing benefits such as financial tools, electric car scheme and access to a virtual GP. Individual healthcare cover. Access to a suite of 300+ courses on demand developed by our inhouse talent development team. Diversity and Inclusion at RSM At RSM, we want to create a strong sense of belonging so that people of all identities, backgrounds, and cultures feel they can bring their true self to work. Our clients come from all walks of life. We aim to achieve that same diversity of background, experience and perspective in our own teams, so that we can genuinely understand our client's needs. Diverse teams bring a broader range of ideas and insights to work. That's why we're working together to ensure our firm's principles and processes support a firm culture that embraces difference and strengthens inclusion.
Snr Manager/Director, HR Analytics & Compensation page is loaded Snr Manager/Director, HR Analytics & Compensation Apply locations London, United Kingdom time type Full time posted on Posted 15 Days Ago job requisition id R-121260 Job Title: HR Analytics & Compensation, Snr Manager/Director At the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We believe talent is key to achieving our vision and are intentional about building a culture based on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come be a part of a dedicated team that's investing in your future by shaping tomorrow today. What you will do: As part of the PGIM Total Rewards Team you will have the opportunity to work with colleagues from around the world and gain exposure to HR projects and practices across different geographies. Reporting to the VP HR Analytics/Compensation (based in the USA), in this role you will envision and create innovative solutions in support of PGIM's dynamic business strategy, as well as manage established HR analytics and compensation processes. Responsibilities include working with internal partners and clients to execute initiatives and creatively solve PGIM's people-related data and compensation challenges. You will develop and maintain compensation structures, support our year-end compensation processes while ensuring compliance with our regulatory obligations, and help deliver on our HR analytics processes. This position is based out of our London office. Our organization follows a hybrid work structure whereemployees can work remotely or from the office, as needed, based on the demands of specific tasks or personal work preferences. Working from the office is encouraged when working on tasks that require a high degree of collaboration.To be successful in this role it is expected you will need to be in the office on average 3 days per week. This role will require flexibility to cover global time-zones and may also require limited international travel. What can you expect: Act as the local subject matter expert on HR compensation matters, and partner with HR colleagues in providing modelling, guidance and advice on compensation structures across multiple businesses and locations. Develop approaches to the design, maintenance and governance of job architecture and market data structures across the business. Support the execution of the business' pay transparency requirements and year-end compensation processes. Assist our HR and Finance regulatory leads in maintaining compliance with remuneration regulations and producing necessary disclosures. Visualize data to build scorecards/dashboards and executive presentations that identify insights and trends on key metrics to impact decisions and support our business strategies. Take a proactive and consultative approach, ask the right questions to understand stakeholder needs, develop an understanding of our businesses and partner across teams to solve data-related challenges. What you will bring: 7+ years in Human Resources compensation or analytics roles Desire to learn new skills and work in a flexible and dynamic role Excellent relationship-building, partnering influencing, interpersonal and collaborative skills Strong analytical skills; the ability to tell a story and derive insight from analysis to impact business decisions Technological proficiency in Microsoft Excel (XLOOKUP, SUMIFs, Nesting, Power Pivot Tables, Charts). Exposure to Power BI and/or other data analytics/visualization tools and willingness to increase skill level. Experience of working with AON/McLagan benchmarking data. Accuracy and attention to detail, balanced with the ability to see the big picture while executing on multiple projects with varied deadlines What will set you apart: Global asset management experience Accountancy or tax background Knowledge of Workday, beqom, and PowerBI PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply. What we offer you Private Medical Insurance: PGIM offers private medical insurance and pays the full premium on behalf of all employees. Annual Leave of 25 days at full pay. Retirement Savings Plan: Employees receive a company contribution of 10% basic annual salary and a maximum employer-matching contribution of 5% of basic annual salary. Life Assurance & Income Protection: Life Assurance for 8 times you basic annual salary, up to a max benefit of £1.8million. 75% of your basic annual salary for a limited payment terms of 5 years, at the end of which a capital sum of 2x your basic annual salary is payable. To find out more about our Total Reward package, visit About PGIM Human Resources Group Through our advising, we balance business, employee, and corporate needs, ensuring practices and processes are both fair and reasonable. We work closely with business leaders to help staff our organizations with diverse and talented individuals, develop attractive compensation and recognition programs, and build a work environment in which employees feel developed, supported, and valued. Additionally, we lead and implement a variety of company-wide initiatives that support our strategic objectives. Through these efforts, we support PGIM in sustaining its competitive advantage in the marketplace About PGIM - Global Asset Management PGIM is the global asset management business of Prudential Financial, Inc. (NYSE: PRU), a leading global investment manager with nearly US$1.27 trillion in assets under management as of June 30th, 2023. With offices in 18 countries, PGIM's businesses offer a range of investment solutions for retail and institutional investors around the world across a broad range of asset classes, including public fixed income, private fixed income, fundamental equity, quantitative equity, real estate and alternatives. With a history dating back 148 years, and experience through more than 30 market cycles, PGIM takes a long-term view, not only in our investment philosophy, but also in how we develop our talent. We want to see our employees excel from their first day with the firm and throughout their tenure with PGIM. We will inspire you, support you, and help you reach your greatest personal and professional aspirations. If PGIM sounds like the place for you, join us. For more information about PGIM, visit Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. - Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services, some of which may not be available in your area. We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit to learn more about our values, our history and our brand. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status , medical condition or any other characteristic protected by law. About Prudential About PGIM PGIM, the global asset management business of Prudential Financial, Inc. (NYSE: PRU), is a global investment manager with US $1.3 trillion in assets under management as of Dec. 31, 2023. With offices in 18 countries, PGIM's businesses offer a range of investment solutions for retail and institutional investors around the world across a broad range of asset classes, including public fixed income, private fixed income, fundamental equity, quantitative equity, real estate, and alternatives. For more information about PGIM, visit Prudential Financial, Inc. (PFI) of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom, or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom. For more information please visit PGIM Inc. (PGIM) is the principal asset management business of Prudential Financial, Inc. (PFI) . click apply for full job details
Jul 25, 2025
Full time
Snr Manager/Director, HR Analytics & Compensation page is loaded Snr Manager/Director, HR Analytics & Compensation Apply locations London, United Kingdom time type Full time posted on Posted 15 Days Ago job requisition id R-121260 Job Title: HR Analytics & Compensation, Snr Manager/Director At the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We believe talent is key to achieving our vision and are intentional about building a culture based on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come be a part of a dedicated team that's investing in your future by shaping tomorrow today. What you will do: As part of the PGIM Total Rewards Team you will have the opportunity to work with colleagues from around the world and gain exposure to HR projects and practices across different geographies. Reporting to the VP HR Analytics/Compensation (based in the USA), in this role you will envision and create innovative solutions in support of PGIM's dynamic business strategy, as well as manage established HR analytics and compensation processes. Responsibilities include working with internal partners and clients to execute initiatives and creatively solve PGIM's people-related data and compensation challenges. You will develop and maintain compensation structures, support our year-end compensation processes while ensuring compliance with our regulatory obligations, and help deliver on our HR analytics processes. This position is based out of our London office. Our organization follows a hybrid work structure whereemployees can work remotely or from the office, as needed, based on the demands of specific tasks or personal work preferences. Working from the office is encouraged when working on tasks that require a high degree of collaboration.To be successful in this role it is expected you will need to be in the office on average 3 days per week. This role will require flexibility to cover global time-zones and may also require limited international travel. What can you expect: Act as the local subject matter expert on HR compensation matters, and partner with HR colleagues in providing modelling, guidance and advice on compensation structures across multiple businesses and locations. Develop approaches to the design, maintenance and governance of job architecture and market data structures across the business. Support the execution of the business' pay transparency requirements and year-end compensation processes. Assist our HR and Finance regulatory leads in maintaining compliance with remuneration regulations and producing necessary disclosures. Visualize data to build scorecards/dashboards and executive presentations that identify insights and trends on key metrics to impact decisions and support our business strategies. Take a proactive and consultative approach, ask the right questions to understand stakeholder needs, develop an understanding of our businesses and partner across teams to solve data-related challenges. What you will bring: 7+ years in Human Resources compensation or analytics roles Desire to learn new skills and work in a flexible and dynamic role Excellent relationship-building, partnering influencing, interpersonal and collaborative skills Strong analytical skills; the ability to tell a story and derive insight from analysis to impact business decisions Technological proficiency in Microsoft Excel (XLOOKUP, SUMIFs, Nesting, Power Pivot Tables, Charts). Exposure to Power BI and/or other data analytics/visualization tools and willingness to increase skill level. Experience of working with AON/McLagan benchmarking data. Accuracy and attention to detail, balanced with the ability to see the big picture while executing on multiple projects with varied deadlines What will set you apart: Global asset management experience Accountancy or tax background Knowledge of Workday, beqom, and PowerBI PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply. What we offer you Private Medical Insurance: PGIM offers private medical insurance and pays the full premium on behalf of all employees. Annual Leave of 25 days at full pay. Retirement Savings Plan: Employees receive a company contribution of 10% basic annual salary and a maximum employer-matching contribution of 5% of basic annual salary. Life Assurance & Income Protection: Life Assurance for 8 times you basic annual salary, up to a max benefit of £1.8million. 75% of your basic annual salary for a limited payment terms of 5 years, at the end of which a capital sum of 2x your basic annual salary is payable. To find out more about our Total Reward package, visit About PGIM Human Resources Group Through our advising, we balance business, employee, and corporate needs, ensuring practices and processes are both fair and reasonable. We work closely with business leaders to help staff our organizations with diverse and talented individuals, develop attractive compensation and recognition programs, and build a work environment in which employees feel developed, supported, and valued. Additionally, we lead and implement a variety of company-wide initiatives that support our strategic objectives. Through these efforts, we support PGIM in sustaining its competitive advantage in the marketplace About PGIM - Global Asset Management PGIM is the global asset management business of Prudential Financial, Inc. (NYSE: PRU), a leading global investment manager with nearly US$1.27 trillion in assets under management as of June 30th, 2023. With offices in 18 countries, PGIM's businesses offer a range of investment solutions for retail and institutional investors around the world across a broad range of asset classes, including public fixed income, private fixed income, fundamental equity, quantitative equity, real estate and alternatives. With a history dating back 148 years, and experience through more than 30 market cycles, PGIM takes a long-term view, not only in our investment philosophy, but also in how we develop our talent. We want to see our employees excel from their first day with the firm and throughout their tenure with PGIM. We will inspire you, support you, and help you reach your greatest personal and professional aspirations. If PGIM sounds like the place for you, join us. For more information about PGIM, visit Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. - Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services, some of which may not be available in your area. We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit to learn more about our values, our history and our brand. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status , medical condition or any other characteristic protected by law. About Prudential About PGIM PGIM, the global asset management business of Prudential Financial, Inc. (NYSE: PRU), is a global investment manager with US $1.3 trillion in assets under management as of Dec. 31, 2023. With offices in 18 countries, PGIM's businesses offer a range of investment solutions for retail and institutional investors around the world across a broad range of asset classes, including public fixed income, private fixed income, fundamental equity, quantitative equity, real estate, and alternatives. For more information about PGIM, visit Prudential Financial, Inc. (PFI) of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom, or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom. For more information please visit PGIM Inc. (PGIM) is the principal asset management business of Prudential Financial, Inc. (PFI) . click apply for full job details
More than you expected The UK member firms of Grant Thornton are part of global network of independent audit, tax and advisory firms, made up of some 76,000 in over 150 countries. We're a team of independent thinkers who put quality, inclusion and integrity first. All around the world we bring a different experience to our clients. A better experience. One that delivers the expertise they need in a way that goes beyond. Personal, proactive, and agile. That's Grant Thornton. Job Description: Associate Director - FS Tax (M&A) Grant Thornton's Financial Services (FS) Tax practice provides tax advisory, transactions and compliance services to a variety of clients in the Financial Services market ranging from large international banks, asset managers and insurance companies to UK based private equity and alternative funds, as well as start-up fintech companies. We have ambitious growth plans in our FS Tax team and are looking for an experienced, enthusiastic Associate Director to help deliver transaction tax services to our clients. We support our clients throughout the entire deal lifecycle from the initial proposal stage and assisting with offer terms, undertaking due diligence and advice on the acquisition structure through to completion and post-deal advice. We work with sophisticated and dynamic businesses, developing your technical knowledge and gaining experience of working on challenging and interesting engagements. Part of the role will focus on working alongside the partner group in building out the practice, building strong client relationships within the current and target client base. Working in practice means that the job is, by its nature, different every day and we want someone who is actively looking for this challenge. An agile approach to working with different projects and people is therefore essential. We're happy to talk flexible working and consider reduced hours and job shares, we'll support you to balance your work and life. A look into the role As Associate Director in the FS Tax team, focussing on transactions, you will provide tax structuring advice and will undertake tax due diligence on both buy-side and sell-side transactions for private equity and corporate clients in the financial services sector. Here are some things you can expect from a role in FS Tax: You will take a lead in working alongside the Transaction Services teams to ensure that your work goes hand in hand with theirs. You will be responsible for leading due diligence meetings with the target business, overseeing the due diligence analysis and reviewing reports to ensure they have been accurately and robustly prepared ahead of final review by the partner/director. You will prepare and review structuring reports based on the proposed acquisition structure, considering the key tax implications in line with the commercial requirements of the transaction. You will be involved in all other aspects of the transaction, including reviewing forecast models, funds-flows and considering legal documentation with the support of an exceptional team. You'll be working closely with external key contacts within private equity funds, corporate clients, law firms and intermediaries to drive business development across the team. You will be involved in business development, researching and preparing proposals to win new work and taking part in presentations to prospective clients. You will manage project budgets, ensuring bills are raised accurately and promptly, fees are collected in a timely manner and debtors kept to a minimum. You will demonstrate an ability to produce a well-supported piece of technical research using legislation, guidance issued by tax authorities and/or the firm's technical resources. You will support the ongoing training and development of the team. Knowing you're right for us Joining us as an FS Tax AD the minimum criteria you'll need is a professional qualification (CTA / ACA / ACCA or equivalent), and to be confident managing a portfolio of Financial Services clients. It would be great if you also had some of the following skills, but don't worry if you don't tick every box, we'll help you develop along the way. UK corporation tax compliance and/or M&A experience (previous experience of working with financial services clients not essential) Exposure to other tax issues - transfer pricing, R&D, VAT, employment taxes, stamp duty, share transactions/share option schemes Proven experience in client handling and project management, building and sustaining relationships Experience of advising on technical tax matters is essential Demonstrable experience of managing multiple deliverables, showing prioritisation skills and meeting deadlines within an expected timeframe Knowing we're right for you The culture at Grant Thornton is what sets us apart, we're known for our inclusive culture and creating environments where all our people can flourish. The things that set you apart, we value them, and this helps us all to perform at our best. Our values are the unwavering principles that shape our daily behaviours and decisions, alongside our drive to do the right thing. We're looking for people who align with our values and are purposefully driven, actively curious and candid but kind. You can learn more about our values in practice here. It's not just about our culture and values, in addition to a competitive salary and reward package, us you'll also get: Tailored development programmes and access to coaching Flexible bank holidays - allowing you to celebrate the days that are important to you Benefits including pension, life assurance and private medical, additional holiday purchasing and health benefits Any benefits giving you access to shopping discounts, gym memberships, financial advice And more. Visit our benefits section to read more. How we work We have a trust-based way of working, driven by responsible people who have the best interests of our firm and our clients at heart. Our how we work framework gives flexibility in where, how, and when we work to deliver the best results for our clients, whilst helping you keep a balance between work and life. Life is more than work, the things you do, and the people you're with outside of work matter, that's why we're happy to look at flexible working options for all our roles. That is how it should be. We're looking for people who can help drive the business forward, who want to contribute, spark fresh ideas and go beyond expectations. People who want to be able to proudly do what's right, for the firm, our clients, our people and themselves. It's how it should be.
Jul 25, 2025
Full time
More than you expected The UK member firms of Grant Thornton are part of global network of independent audit, tax and advisory firms, made up of some 76,000 in over 150 countries. We're a team of independent thinkers who put quality, inclusion and integrity first. All around the world we bring a different experience to our clients. A better experience. One that delivers the expertise they need in a way that goes beyond. Personal, proactive, and agile. That's Grant Thornton. Job Description: Associate Director - FS Tax (M&A) Grant Thornton's Financial Services (FS) Tax practice provides tax advisory, transactions and compliance services to a variety of clients in the Financial Services market ranging from large international banks, asset managers and insurance companies to UK based private equity and alternative funds, as well as start-up fintech companies. We have ambitious growth plans in our FS Tax team and are looking for an experienced, enthusiastic Associate Director to help deliver transaction tax services to our clients. We support our clients throughout the entire deal lifecycle from the initial proposal stage and assisting with offer terms, undertaking due diligence and advice on the acquisition structure through to completion and post-deal advice. We work with sophisticated and dynamic businesses, developing your technical knowledge and gaining experience of working on challenging and interesting engagements. Part of the role will focus on working alongside the partner group in building out the practice, building strong client relationships within the current and target client base. Working in practice means that the job is, by its nature, different every day and we want someone who is actively looking for this challenge. An agile approach to working with different projects and people is therefore essential. We're happy to talk flexible working and consider reduced hours and job shares, we'll support you to balance your work and life. A look into the role As Associate Director in the FS Tax team, focussing on transactions, you will provide tax structuring advice and will undertake tax due diligence on both buy-side and sell-side transactions for private equity and corporate clients in the financial services sector. Here are some things you can expect from a role in FS Tax: You will take a lead in working alongside the Transaction Services teams to ensure that your work goes hand in hand with theirs. You will be responsible for leading due diligence meetings with the target business, overseeing the due diligence analysis and reviewing reports to ensure they have been accurately and robustly prepared ahead of final review by the partner/director. You will prepare and review structuring reports based on the proposed acquisition structure, considering the key tax implications in line with the commercial requirements of the transaction. You will be involved in all other aspects of the transaction, including reviewing forecast models, funds-flows and considering legal documentation with the support of an exceptional team. You'll be working closely with external key contacts within private equity funds, corporate clients, law firms and intermediaries to drive business development across the team. You will be involved in business development, researching and preparing proposals to win new work and taking part in presentations to prospective clients. You will manage project budgets, ensuring bills are raised accurately and promptly, fees are collected in a timely manner and debtors kept to a minimum. You will demonstrate an ability to produce a well-supported piece of technical research using legislation, guidance issued by tax authorities and/or the firm's technical resources. You will support the ongoing training and development of the team. Knowing you're right for us Joining us as an FS Tax AD the minimum criteria you'll need is a professional qualification (CTA / ACA / ACCA or equivalent), and to be confident managing a portfolio of Financial Services clients. It would be great if you also had some of the following skills, but don't worry if you don't tick every box, we'll help you develop along the way. UK corporation tax compliance and/or M&A experience (previous experience of working with financial services clients not essential) Exposure to other tax issues - transfer pricing, R&D, VAT, employment taxes, stamp duty, share transactions/share option schemes Proven experience in client handling and project management, building and sustaining relationships Experience of advising on technical tax matters is essential Demonstrable experience of managing multiple deliverables, showing prioritisation skills and meeting deadlines within an expected timeframe Knowing we're right for you The culture at Grant Thornton is what sets us apart, we're known for our inclusive culture and creating environments where all our people can flourish. The things that set you apart, we value them, and this helps us all to perform at our best. Our values are the unwavering principles that shape our daily behaviours and decisions, alongside our drive to do the right thing. We're looking for people who align with our values and are purposefully driven, actively curious and candid but kind. You can learn more about our values in practice here. It's not just about our culture and values, in addition to a competitive salary and reward package, us you'll also get: Tailored development programmes and access to coaching Flexible bank holidays - allowing you to celebrate the days that are important to you Benefits including pension, life assurance and private medical, additional holiday purchasing and health benefits Any benefits giving you access to shopping discounts, gym memberships, financial advice And more. Visit our benefits section to read more. How we work We have a trust-based way of working, driven by responsible people who have the best interests of our firm and our clients at heart. Our how we work framework gives flexibility in where, how, and when we work to deliver the best results for our clients, whilst helping you keep a balance between work and life. Life is more than work, the things you do, and the people you're with outside of work matter, that's why we're happy to look at flexible working options for all our roles. That is how it should be. We're looking for people who can help drive the business forward, who want to contribute, spark fresh ideas and go beyond expectations. People who want to be able to proudly do what's right, for the firm, our clients, our people and themselves. It's how it should be.
Reports to the Associate Director - Private Equity With continued growth across the Aztec Group, we're always on the lookout for bright individuals to join our journey and help support current and future business needs. We are confident that we can provide you with a challenging career which offers exceptional learning and development opportunities combined with progression. The purpose of this position is to provide administration and support services to a varied portfolio of Private Equity Fund structures whilst managing client relationships. You will work closely with the Associate Director and wider team of Fund Accountants whilst coordinating with Group functions and other internal stakeholders. What you'll be doing First point of contact for a number of corporate clients including Companies, Limited Liability Partnerships, Limited Partnerships and Charities. Act as level "B" 4-eyes signatory on payments and administration matters, ensuring that company policies and professional and regulatory guidelines are adhered to, and that a professional quality service is provided to clients and outside contacts. Ensure all operational procedures and ISAE controls are suitably evidenced via workflows in the core administration system (ViewPoint). Manage client work including various fund and corporate administration activities such as calls and distributions, cash flow monitoring, payments, investor and client reporting as well as ad-hoc client queries. Manage the orderly and timely on-boarding of new clients including company formations, entity migrations and the opening of bank accounts. Set up and maintain all client data on internal systems. Perform client reviews as required. Assist both the Company Secretarial and Accounting teams, as and when required, with various client and team matters. Review and 4-eye check submissions to regulators. Liaise with legal, tax and other professional advisors, where appropriate. Responsible for the billing of clients including analysis of time spent, and the management of aged debtors. Line management responsibility of junior staff including performance management, staff training and development, appraisals etc. What we're looking for Proven legal and administration experience supported by a relevant professional qualification (CGi or equivalent). Experience in the administration of Companies, Limited Partnerships and Trusts. Computer literacy skills are essential. Excellent interpersonal skills are required to develop close working relationships with colleagues, clients, and business contacts. Previous people management experience is preferred. Evidence of managing a small client relationship or part of a major client relationship. We will provide the training, both in house for relevant technical knowledge and professional qualifications to enhance your professional development. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients is at the heart of what we do.
Jul 25, 2025
Full time
Reports to the Associate Director - Private Equity With continued growth across the Aztec Group, we're always on the lookout for bright individuals to join our journey and help support current and future business needs. We are confident that we can provide you with a challenging career which offers exceptional learning and development opportunities combined with progression. The purpose of this position is to provide administration and support services to a varied portfolio of Private Equity Fund structures whilst managing client relationships. You will work closely with the Associate Director and wider team of Fund Accountants whilst coordinating with Group functions and other internal stakeholders. What you'll be doing First point of contact for a number of corporate clients including Companies, Limited Liability Partnerships, Limited Partnerships and Charities. Act as level "B" 4-eyes signatory on payments and administration matters, ensuring that company policies and professional and regulatory guidelines are adhered to, and that a professional quality service is provided to clients and outside contacts. Ensure all operational procedures and ISAE controls are suitably evidenced via workflows in the core administration system (ViewPoint). Manage client work including various fund and corporate administration activities such as calls and distributions, cash flow monitoring, payments, investor and client reporting as well as ad-hoc client queries. Manage the orderly and timely on-boarding of new clients including company formations, entity migrations and the opening of bank accounts. Set up and maintain all client data on internal systems. Perform client reviews as required. Assist both the Company Secretarial and Accounting teams, as and when required, with various client and team matters. Review and 4-eye check submissions to regulators. Liaise with legal, tax and other professional advisors, where appropriate. Responsible for the billing of clients including analysis of time spent, and the management of aged debtors. Line management responsibility of junior staff including performance management, staff training and development, appraisals etc. What we're looking for Proven legal and administration experience supported by a relevant professional qualification (CGi or equivalent). Experience in the administration of Companies, Limited Partnerships and Trusts. Computer literacy skills are essential. Excellent interpersonal skills are required to develop close working relationships with colleagues, clients, and business contacts. Previous people management experience is preferred. Evidence of managing a small client relationship or part of a major client relationship. We will provide the training, both in house for relevant technical knowledge and professional qualifications to enhance your professional development. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients is at the heart of what we do.
Working in Deloitte's US Business Tax (USBT) team in the UK provides individuals with US tax experience a unique opportunity to live and work in London while continuing to advance their career as a US tax specialist. Due to the nature of the skill set required for this group 90% of the US Tax team comprises of expatriates. This has resulted in a close community spirit. Take the opportunity to work with us in a group that can offer a unique opportunity for professional and personal development in a challenging and stimulating environment. Connect to your career at Deloitte Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more. What brings us all together at Deloitte?It'show we approach the thousands of decisions we make everyday. How we behave, our beliefs and our attitudes. In other words: our values.Whatever we do, whereverwe arein the world, we lead the way,serve with integrity,take care of each other,fosterinclusion, and collaborate for measurable impact .These five shared values lead every decision wemake and action we take, guiding us to deliver impact how and where it mattersmost. Working with an integrated partner/manager/associate team within USBT, generally in support of a lead UK M&A team, on: US inbound and outbound M&A transactions for PE or strategic buyers (tax due diligence and structuring services); Corporate restructurings and refinancings; PE fund formations. Reviewing and writing formal advice for clients, including opinions and memos, on a range of US domestic and international tax topics (e.g., memos supporting treaty qualification; tax treatment of financing instruments, etc.). Stewardship of Analysts, Assistant Managers and Managers. Leading specialized technical competency teams liaising with Deloitte's UK and EU practices. Having a broader perspective of potential issues encountered when managing diverse teams and the strategies to overcome them; having a clear understanding of the firm's commitment to creating a more inclusive culture. Supporting business development activities targeted at winning new business from new and existing clients. Connect to your skills and professional experience Masters of Taxation/Accounting or a law degree preferred. Experience leading fast-moving M&A transactions for PE or strategic buyers. Able to demonstrate appreciation of demands of M&A transactions and history of ability to efficiently manage these demands. Strong understanding of key Sub-C and / or Sub-K technical concepts. Understanding of key US international tax technical concepts (e.g., inversions, CFC and PFIC rules, etc.). History of working in a client-facing role or with equivalent experience/skills. Able to effectively communicate complicated US tax technical concepts to a non-US audience verbally or in writing (including technical memos, diligence reports and structure reports). History developing teams in a hybrid in-office / online environment. Connect to your business -Tax Innovation and tax consultancy may not seem to go together, but that's exactly what you'll find at Deloitte. We're constantly seeking the new and working together to push the limits of what's possible. Discover a new kind of tax career that you can make your own. Our comprehensive range of services encompasses everything from the completion of tax returns (corporation tax self-assessment) to complex consultancy assignments and strategic tax planning. We advise on corporate and general tax, international M&A, stamp tax, cross-border transfer pricing, reorganisations and reconstructions, and competent authority negotiations. Personal independence Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request. Connect with your colleagues "We advise some of the largest, most prestigious clients in the world, so the work is really challenging and exciting. We also have a fantastic team of smart, driven people, and a supportive, entrepreneurial culture where everyone's encouraged to be bold, creative, and ambitious" -Oliver, Tax Our hybrid working policy You'll be based in London with hybrid working. At Deloitte we understand the importance of balancing your career alongside your home life. That's why we'll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you'll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You'll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritiseyour wellbeing. Please check with your recruiter for the specific working requirements that may apply for your role. Our commitment to you Making an impact is more than just what we do: it's why we're here. So we work hard to create an environment where you can experience a purpose you believe in, the freedom to be you, and the capacity to go further than ever before. We want you. The true you. Your own strengths, perspective and personality. So we're nurturing a culture where everyone belongs, feels supported and heard, and is empowered to make a valuable, personal contribution. You can be sure we'll take your wellbeing seriously, too. Because it's only when you're comfortable and at your best that you can make the kind of impact you, and we, live for. Your expertise is our capability, so we'll make sure it never stops growing. Whether it's from the complex work you do, or the people you collaborate with, you'll learn every day. Through world-class development, you'll gain invaluable technical and personal skills. Whatever your level, you'll learn how to lead. Connect to your next step A career at Deloitte is an opportunity to develop in any direction you choose. Join us and you'll experience a purpose you can believe in and an impact you can see. You'll be free to bring your true self to work every day. And you'll never stop growing, whatever your level. Discover more reasons to connect with us, our people and purpose-driven culture at deloitte.co.uk/careers
Jul 24, 2025
Full time
Working in Deloitte's US Business Tax (USBT) team in the UK provides individuals with US tax experience a unique opportunity to live and work in London while continuing to advance their career as a US tax specialist. Due to the nature of the skill set required for this group 90% of the US Tax team comprises of expatriates. This has resulted in a close community spirit. Take the opportunity to work with us in a group that can offer a unique opportunity for professional and personal development in a challenging and stimulating environment. Connect to your career at Deloitte Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more. What brings us all together at Deloitte?It'show we approach the thousands of decisions we make everyday. How we behave, our beliefs and our attitudes. In other words: our values.Whatever we do, whereverwe arein the world, we lead the way,serve with integrity,take care of each other,fosterinclusion, and collaborate for measurable impact .These five shared values lead every decision wemake and action we take, guiding us to deliver impact how and where it mattersmost. Working with an integrated partner/manager/associate team within USBT, generally in support of a lead UK M&A team, on: US inbound and outbound M&A transactions for PE or strategic buyers (tax due diligence and structuring services); Corporate restructurings and refinancings; PE fund formations. Reviewing and writing formal advice for clients, including opinions and memos, on a range of US domestic and international tax topics (e.g., memos supporting treaty qualification; tax treatment of financing instruments, etc.). Stewardship of Analysts, Assistant Managers and Managers. Leading specialized technical competency teams liaising with Deloitte's UK and EU practices. Having a broader perspective of potential issues encountered when managing diverse teams and the strategies to overcome them; having a clear understanding of the firm's commitment to creating a more inclusive culture. Supporting business development activities targeted at winning new business from new and existing clients. Connect to your skills and professional experience Masters of Taxation/Accounting or a law degree preferred. Experience leading fast-moving M&A transactions for PE or strategic buyers. Able to demonstrate appreciation of demands of M&A transactions and history of ability to efficiently manage these demands. Strong understanding of key Sub-C and / or Sub-K technical concepts. Understanding of key US international tax technical concepts (e.g., inversions, CFC and PFIC rules, etc.). History of working in a client-facing role or with equivalent experience/skills. Able to effectively communicate complicated US tax technical concepts to a non-US audience verbally or in writing (including technical memos, diligence reports and structure reports). History developing teams in a hybrid in-office / online environment. Connect to your business -Tax Innovation and tax consultancy may not seem to go together, but that's exactly what you'll find at Deloitte. We're constantly seeking the new and working together to push the limits of what's possible. Discover a new kind of tax career that you can make your own. Our comprehensive range of services encompasses everything from the completion of tax returns (corporation tax self-assessment) to complex consultancy assignments and strategic tax planning. We advise on corporate and general tax, international M&A, stamp tax, cross-border transfer pricing, reorganisations and reconstructions, and competent authority negotiations. Personal independence Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request. Connect with your colleagues "We advise some of the largest, most prestigious clients in the world, so the work is really challenging and exciting. We also have a fantastic team of smart, driven people, and a supportive, entrepreneurial culture where everyone's encouraged to be bold, creative, and ambitious" -Oliver, Tax Our hybrid working policy You'll be based in London with hybrid working. At Deloitte we understand the importance of balancing your career alongside your home life. That's why we'll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you'll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You'll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritiseyour wellbeing. Please check with your recruiter for the specific working requirements that may apply for your role. Our commitment to you Making an impact is more than just what we do: it's why we're here. So we work hard to create an environment where you can experience a purpose you believe in, the freedom to be you, and the capacity to go further than ever before. We want you. The true you. Your own strengths, perspective and personality. So we're nurturing a culture where everyone belongs, feels supported and heard, and is empowered to make a valuable, personal contribution. You can be sure we'll take your wellbeing seriously, too. Because it's only when you're comfortable and at your best that you can make the kind of impact you, and we, live for. Your expertise is our capability, so we'll make sure it never stops growing. Whether it's from the complex work you do, or the people you collaborate with, you'll learn every day. Through world-class development, you'll gain invaluable technical and personal skills. Whatever your level, you'll learn how to lead. Connect to your next step A career at Deloitte is an opportunity to develop in any direction you choose. Join us and you'll experience a purpose you can believe in and an impact you can see. You'll be free to bring your true self to work every day. And you'll never stop growing, whatever your level. Discover more reasons to connect with us, our people and purpose-driven culture at deloitte.co.uk/careers
Corporate Finance Advisor Crewe Contract 12 weeks - Hybrid 41.31 ARM have an exciting opportunity for an experienced finance professional to offer their expertise to support our significant change programmes and projects. The Role: Lead on the finance business partner services and associated relationship management in respect of Shared Services Deliver professional financial advice and support to elected Members in committee meetings, as relating to the assigned role in respect of services or functions supported Provide financial advice to the Head of Finance, the Director of Finance & Customer Services, the Corporate Leadership Team and Members Ensure that financial decisions made by committees are recorded, monitored, managed and subsequently reported on as appropriate Lead the delivery of a wide range of financial management, advisory and support services to front-line and corporate budget managers and financial decision makers Requirements: Expert knowledge and experience of best practice in financial planning, management and reporting, and emerging trends and innovations in local authority financial management Processes for key reports and decisions Knowledge of VAT and other relevant taxation regime Qualified Accountant (member of CCAB) Knowledge of finance and accounting legislation and relevant national and local policy and strategy, including the Council?s Constitution Disclaimer: This vacancy is being advertised by either Advanced Resource Managers Limited, Advanced Resource Managers IT Limited or Advanced Resource Managers Engineering Limited ("ARM"). ARM is a specialist talent acquisition and management consultancy. We provide technical contingency recruitment and a portfolio of more complex resource solutions. Our specialist recruitment divisions cover the entire technical arena, including some of the most economically and strategically important industries in the UK and the world today. We will never send your CV without your permission. Where the role is marked as Outside IR35 in the advertisement this is subject to receipt of a final Status Determination Statement from the end Client and may be subject to change.
Jul 24, 2025
Contractor
Corporate Finance Advisor Crewe Contract 12 weeks - Hybrid 41.31 ARM have an exciting opportunity for an experienced finance professional to offer their expertise to support our significant change programmes and projects. The Role: Lead on the finance business partner services and associated relationship management in respect of Shared Services Deliver professional financial advice and support to elected Members in committee meetings, as relating to the assigned role in respect of services or functions supported Provide financial advice to the Head of Finance, the Director of Finance & Customer Services, the Corporate Leadership Team and Members Ensure that financial decisions made by committees are recorded, monitored, managed and subsequently reported on as appropriate Lead the delivery of a wide range of financial management, advisory and support services to front-line and corporate budget managers and financial decision makers Requirements: Expert knowledge and experience of best practice in financial planning, management and reporting, and emerging trends and innovations in local authority financial management Processes for key reports and decisions Knowledge of VAT and other relevant taxation regime Qualified Accountant (member of CCAB) Knowledge of finance and accounting legislation and relevant national and local policy and strategy, including the Council?s Constitution Disclaimer: This vacancy is being advertised by either Advanced Resource Managers Limited, Advanced Resource Managers IT Limited or Advanced Resource Managers Engineering Limited ("ARM"). ARM is a specialist talent acquisition and management consultancy. We provide technical contingency recruitment and a portfolio of more complex resource solutions. Our specialist recruitment divisions cover the entire technical arena, including some of the most economically and strategically important industries in the UK and the world today. We will never send your CV without your permission. Where the role is marked as Outside IR35 in the advertisement this is subject to receipt of a final Status Determination Statement from the end Client and may be subject to change.
Are you ready to play a pivotal role in a leading M&A Tax team? My client is looking for a dedicated professional to join their dynamic and growing team. You will work closely with the Partner, contributing significantly to the continued growth and success of their Transactions Tax services. This position offers a high level of responsibility and the chance to work on a wide range of engaging and challenging projects across various industries. This is an exciting time to join the expanding team, where you will have the flexibility of a hybrid work model, allowing you to work both from home and in the office. The diversity of projects will challenge and inspire you, helping you develop your skills and advance your career. You'll find a supportive culture that values individuality and encourages new ideas! What's Involved? Manage M&A Tax Projects : Oversee mergers and acquisitions tax projects in line with our firm's procedures and client agreements, including managing costs and billing processes. Client Relationship Management : Serve as the primary contact for clients, managing relationships, and addressing client and internal team inquiries promptly. Lead Due Diligence : Direct due diligence efforts on corporate tax matters, coordinating with various specialist teams to deliver comprehensive tax due diligence reports. Tax Structuring Advice : Provide strategic tax structuring advice before and after transactions to deliver tax-efficient solutions to clients. Business Development : Assist in the preparation of proposals and participate in presentations to prospective clients, with a focus on expanding business in the private equity sector. Technical Expertise : Maintain a high level of technical proficiency by engaging in continuous professional development through reading, coursework, and fulfilling CPD requirements. People Management : Act as a mentor and coach for junior staff, guiding them through training and career development, and providing regular feedback and evaluations. Internal and External Profile Building : Enhance personal and professional visibility by attending networking events, writing articles, delivering presentations, and hosting technical sessions. Apply today or reach out to Tom Eagle for more information. 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 24, 2025
Full time
Are you ready to play a pivotal role in a leading M&A Tax team? My client is looking for a dedicated professional to join their dynamic and growing team. You will work closely with the Partner, contributing significantly to the continued growth and success of their Transactions Tax services. This position offers a high level of responsibility and the chance to work on a wide range of engaging and challenging projects across various industries. This is an exciting time to join the expanding team, where you will have the flexibility of a hybrid work model, allowing you to work both from home and in the office. The diversity of projects will challenge and inspire you, helping you develop your skills and advance your career. You'll find a supportive culture that values individuality and encourages new ideas! What's Involved? Manage M&A Tax Projects : Oversee mergers and acquisitions tax projects in line with our firm's procedures and client agreements, including managing costs and billing processes. Client Relationship Management : Serve as the primary contact for clients, managing relationships, and addressing client and internal team inquiries promptly. Lead Due Diligence : Direct due diligence efforts on corporate tax matters, coordinating with various specialist teams to deliver comprehensive tax due diligence reports. Tax Structuring Advice : Provide strategic tax structuring advice before and after transactions to deliver tax-efficient solutions to clients. Business Development : Assist in the preparation of proposals and participate in presentations to prospective clients, with a focus on expanding business in the private equity sector. Technical Expertise : Maintain a high level of technical proficiency by engaging in continuous professional development through reading, coursework, and fulfilling CPD requirements. People Management : Act as a mentor and coach for junior staff, guiding them through training and career development, and providing regular feedback and evaluations. Internal and External Profile Building : Enhance personal and professional visibility by attending networking events, writing articles, delivering presentations, and hosting technical sessions. Apply today or reach out to Tom Eagle for more information. 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.
As one of the world's largest networks of audit, tax, and consulting firms, RSM delivers innovative ideas and premium service to help middle-market businesses thrive. We are a fast-growing firm with ambitious goals to become the premier adviser to the middle market globally. This vision motivates us to improve continuously. If you want to build a future and make an impact, RSM is the place for you. Make an Impact at RSM UK Our consulting team brings together diverse advisory experts to deliver six core solutions: business transformation, forensic, deal services, restructuring, finance function support, and risk and governance. These solutions address the unique needs, challenges, and opportunities our clients face as they pursue their aspirations and organizational goals. Whether supporting global expansion, developing acquisition strategies, facilitating private equity investments, or collaborating with boards on risk and governance, our consulting experts work as a cohesive team. We focus on simplicity, providing data-driven insights, value-added assurance, and high-quality execution to empower our clients in building sustainable, future-ready businesses. It's an exciting time to join our consulting team, as we pursue growth opportunities that create diverse career paths. We are committed to enhancing our six solutions, expanding our team of expert consultants, embracing a digital-first approach, strengthening our global presence, and fostering strong client relationships. The Consulting Digital Team (CDT) serves as the digital hub of our consulting operations, transforming complex data into actionable business intelligence. This specialized unit applies digital skills across all six of our consulting solutions, including deal services, business transformation, risk and governance, finance function support, restructuring, and forensic & investigation services. The team provides comprehensive analytical support, including advanced data analytics, visualization, automation, and artificial intelligence. They work closely with consulting teams to translate business challenges into analytical solutions. The CDT members possess diverse skills in data science, business analysis, data analytics, and programming, enabling them to develop innovative, data-driven solutions that improve internal operations and client services. You will make an impact by: Working closely with clients as a Manager/Associate Director in the Deal Services part of the CDT Team, establishing trust and credibility quickly. Being a team player with a 'can-do' attitude, understanding that collaboration and idea exchange lead to the best solutions. Leading teams, managing others, and mentoring junior members. Being a problem solver, creative thinker, and self-starter who is organized, proactive, and inquisitive, capable of managing a team and multiple deadlines. Supporting transactions by developing data-driven solutions, managing analytics-led due diligence, vendor assistance, M&A, and value creation support for mid-market investors and fast-growth businesses. Contributing to client proposals, presentations, and business development, positioning yourself as a trusted advisor in analyzing and solving business challenges. What we are looking for: Are you someone who thrives on challenges, loves learning, and enjoys connecting with people? If you can identify opportunities for businesses to leverage data and are passionate about data-led solutions, this role is ideal for you. We value diverse experiences and perspectives. Our ideal candidate will have: A strong academic record, preferably with a relevant or business-focused degree (business, data analytics, computer science, information systems). A chartered accountancy qualification or similar (ACA, ICAS, ACCA, CIMA). Significant experience delivering data analytics projects within professional services, transaction advisory, consulting, or corporate finance, using tools like Alteryx, Power Query, or equivalents. Proven ability to manage full project lifecycles from scoping to delivery and reporting, with strong stakeholder management skills. Experience analyzing financial and operational data to support transactions or investments. Effective communication skills to interact with internal and external stakeholders at all levels. Ability to meet deadlines and handle multiple projects simultaneously. What we can offer you: We recognize our people as our greatest asset. Our flexible reward and benefits package includes: Hybrid and flexible working arrangements. 27 days of holiday (with options to purchase additional days). Wellbeing benefits, including financial tools, electric car schemes, and virtual GP access. Access to over 300 on-demand courses developed by our Talent Development team. At RSM, we are committed to diversity and inclusion, fostering a culture where everyone can bring their true selves to work. We believe diverse teams bring broader perspectives and better solutions, and we strive to support this through our principles and practices.
Jul 24, 2025
Full time
As one of the world's largest networks of audit, tax, and consulting firms, RSM delivers innovative ideas and premium service to help middle-market businesses thrive. We are a fast-growing firm with ambitious goals to become the premier adviser to the middle market globally. This vision motivates us to improve continuously. If you want to build a future and make an impact, RSM is the place for you. Make an Impact at RSM UK Our consulting team brings together diverse advisory experts to deliver six core solutions: business transformation, forensic, deal services, restructuring, finance function support, and risk and governance. These solutions address the unique needs, challenges, and opportunities our clients face as they pursue their aspirations and organizational goals. Whether supporting global expansion, developing acquisition strategies, facilitating private equity investments, or collaborating with boards on risk and governance, our consulting experts work as a cohesive team. We focus on simplicity, providing data-driven insights, value-added assurance, and high-quality execution to empower our clients in building sustainable, future-ready businesses. It's an exciting time to join our consulting team, as we pursue growth opportunities that create diverse career paths. We are committed to enhancing our six solutions, expanding our team of expert consultants, embracing a digital-first approach, strengthening our global presence, and fostering strong client relationships. The Consulting Digital Team (CDT) serves as the digital hub of our consulting operations, transforming complex data into actionable business intelligence. This specialized unit applies digital skills across all six of our consulting solutions, including deal services, business transformation, risk and governance, finance function support, restructuring, and forensic & investigation services. The team provides comprehensive analytical support, including advanced data analytics, visualization, automation, and artificial intelligence. They work closely with consulting teams to translate business challenges into analytical solutions. The CDT members possess diverse skills in data science, business analysis, data analytics, and programming, enabling them to develop innovative, data-driven solutions that improve internal operations and client services. You will make an impact by: Working closely with clients as a Manager/Associate Director in the Deal Services part of the CDT Team, establishing trust and credibility quickly. Being a team player with a 'can-do' attitude, understanding that collaboration and idea exchange lead to the best solutions. Leading teams, managing others, and mentoring junior members. Being a problem solver, creative thinker, and self-starter who is organized, proactive, and inquisitive, capable of managing a team and multiple deadlines. Supporting transactions by developing data-driven solutions, managing analytics-led due diligence, vendor assistance, M&A, and value creation support for mid-market investors and fast-growth businesses. Contributing to client proposals, presentations, and business development, positioning yourself as a trusted advisor in analyzing and solving business challenges. What we are looking for: Are you someone who thrives on challenges, loves learning, and enjoys connecting with people? If you can identify opportunities for businesses to leverage data and are passionate about data-led solutions, this role is ideal for you. We value diverse experiences and perspectives. Our ideal candidate will have: A strong academic record, preferably with a relevant or business-focused degree (business, data analytics, computer science, information systems). A chartered accountancy qualification or similar (ACA, ICAS, ACCA, CIMA). Significant experience delivering data analytics projects within professional services, transaction advisory, consulting, or corporate finance, using tools like Alteryx, Power Query, or equivalents. Proven ability to manage full project lifecycles from scoping to delivery and reporting, with strong stakeholder management skills. Experience analyzing financial and operational data to support transactions or investments. Effective communication skills to interact with internal and external stakeholders at all levels. Ability to meet deadlines and handle multiple projects simultaneously. What we can offer you: We recognize our people as our greatest asset. Our flexible reward and benefits package includes: Hybrid and flexible working arrangements. 27 days of holiday (with options to purchase additional days). Wellbeing benefits, including financial tools, electric car schemes, and virtual GP access. Access to over 300 on-demand courses developed by our Talent Development team. At RSM, we are committed to diversity and inclusion, fostering a culture where everyone can bring their true selves to work. We believe diverse teams bring broader perspectives and better solutions, and we strive to support this through our principles and practices.
Wanting to take a leadership role within Corporate Tax, but not yet wanting to step up to Partner? This firm are looking to hire into a stepping stone role at Associate Partner grade, with clear potential to take on Partnership when the time is right for you. This firm are going through quick growth rates currently and so are keen to identify a strong Senior Manager or Director who wants to take the step up to Associate Partner before then progressing. Whilst they offer the same packages as the Top 4 firms, they have a very different approach to work - with genuine flexibility, work-life balance, and a clear plan for further expansion. This role will sit across Corporate Tax for the firm, with a specific overview of advisory led projects - and team management. You'll report into 2 very senior Partners, both of whom are keen to work closely with someone to develop them ready for Partnership soon. Responsibilities: Work on Corporate Tax Advisory projects, including areas such as restructuring, M&A etc. Have ownership for clients which will include both UK and International Corporate Tax elements Manage a small team, with onus to expand Report into Partners with a view to develop yourself into a future Partner Requirements: CTA Qualification, with ACA being preferred as well but not essential Strong experience across Corporate Tax, including both Advisory and Compliance work Benefits: Clear route to Partner Clear mandate for flexible working, and hybrid working No timesheets! Share Scheme on offer at all levels If you are a CTA qualified Corporate Tax professional, looking to step away from timesheets, and into a role with a pathway to Partner, then apply now! Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics.
Jul 24, 2025
Full time
Wanting to take a leadership role within Corporate Tax, but not yet wanting to step up to Partner? This firm are looking to hire into a stepping stone role at Associate Partner grade, with clear potential to take on Partnership when the time is right for you. This firm are going through quick growth rates currently and so are keen to identify a strong Senior Manager or Director who wants to take the step up to Associate Partner before then progressing. Whilst they offer the same packages as the Top 4 firms, they have a very different approach to work - with genuine flexibility, work-life balance, and a clear plan for further expansion. This role will sit across Corporate Tax for the firm, with a specific overview of advisory led projects - and team management. You'll report into 2 very senior Partners, both of whom are keen to work closely with someone to develop them ready for Partnership soon. Responsibilities: Work on Corporate Tax Advisory projects, including areas such as restructuring, M&A etc. Have ownership for clients which will include both UK and International Corporate Tax elements Manage a small team, with onus to expand Report into Partners with a view to develop yourself into a future Partner Requirements: CTA Qualification, with ACA being preferred as well but not essential Strong experience across Corporate Tax, including both Advisory and Compliance work Benefits: Clear route to Partner Clear mandate for flexible working, and hybrid working No timesheets! Share Scheme on offer at all levels If you are a CTA qualified Corporate Tax professional, looking to step away from timesheets, and into a role with a pathway to Partner, then apply now! Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics.
Legal, Company Secretary, Associate, Birmingham location_on Birmingham, West Midlands, England, United Kingdom OUR IMPACT The Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals. The firm is headquartered in New York and maintains offices in London, Frankfurt, Tokyo, Hong Kong and other major cities around the world. The legal division works at the intersection of finance and law, providing counsel and advice that support activities across the firm. We handle litigation and arbitration, perform research and due diligence, aid in financing and legal filings, deal with contracts and intellectual property rights that show our commitment to clients, shareholders, and regulators. Whether you're an experienced attorney or a quick learner with a strong interest in financial law coupled with critical thinking skills, our dynamic group might be right for you. YOUR IMPACT The role is for a qualified/part qualified Chartered Company Secretary to work in the Goldman Sachs (GS) EMEA Corporate Governance Team (CGT). The CGT sits within the GS Legal Division and comprises a team of professionals based in London, Birmingham, Frankfurt and the Hague. The CGT is responsible for the corporate administration of all the Goldman Sachs EMEA entities. This role is based in Birmingham and will cover UK based entities (c.80) as well as a number of overseas entities. These include three regulated UK companies and one Irish-regulated company, for which theCGT manages the Board and Board committees. This interesting position will provide an opportunity to deliver expert support for, and gain an in-depth understanding of, the corporate duties undertaken by the CGT, and the associated governance. The successful applicant will be part of a small, professional team with the opportunity to liaise with people at all levels and in all areas of the firm. Goldman Sachs continues to build out its presence in Birmingham, so the applicant will join a growing highly-skilled Legal team ina world-class workplace, focused on collaboration, productivity and sustainability, which the firm moved to in September 2024. RESPONSIBILITIES Providing company secretarial services to GS entities in EMEA, which includes assisting with the documentation for, attending and minuting board/committee meetings for key regulated entities. Liaising with other divisions (eg Risk, Compliance, Controllers, Executive Office) to ensure the smooth running of the boards and committees of theseGS entities. Advising on and assisting with the execution of various corporate transactions for UK entities (and others in EMEA) including director changes, accounts approvals, capital transactions etc. and on the establishment or closure of entities. Maintaining accurate entity records, assisting with processing key returns to Companies House in particular annual filings (confirmation statements), officer changes (appointments & resignations), the maintenance of the PSC register and capital and other constitutional changes. Maintaining the integrity of entity and individual director information on in-house databases and to assist the CGT in validating entity and individual information on a regular basis. Responding to numerous requests for timely management information and reports on GS entities and committees, including for KYC enquiries, transaction completion, internal and external auditors and regulators. Providing secretary's certificates, delegated signing authorities and advising on powers of attorney and on the execution of documents. Identifying, analysing and helping implement emerging corporate governance developments. Maintaining regular contact and coordination with senior members and relevant groups throughout the firm, including Credit, Treasury, Legal, Compliance, Controllers, Tax; in addition to external counsel and notaries. Assisting in improving the efficiency and effectiveness of the CGT, through streamlining processes, building collaboration and alignment globally, developing and maintaining processes, policies and systems and sharing good practices. SKILLS / EXPERIENCE Qualified / Part Qualified Chartered Secretary (ACIS or FCIS) Experience in preparing for, attending and minuting board and committee meetings, including agenda setting, preparation of board packs, liaison with presenters. Entity management experience and exposure to managing multiple entities, dealing with all aspects of Company Secretarial practice. Practical experience of using Diligent (Blueprint and BoardBooks), e-filing at Companies House and other online resources. Proven excellent organisational skills and attention to detail. Able to work independently and manage deadlines and work well under pressure. Teamplayer with excellent interpersonal and communications skills. Enthusiasm, flexibility, proactive nature, and an interest in company secretarial matters and the business of GS. Experience of working in a financial services company secretarial role will be advantageous, however relevant experience gained in other industry sectors will be considered. COMPETENCIES Functional Expertise - keeps up-to-date with emerging business, economic, and market trends. Attention to Detail and Organisation - demonstrates ability to manage multiple projects and workstreams, thinks proactively about what needs to be done, meets deadlines and manages stakeholders. Technical Skills - demonstrates strong technical skills required for the role, pays attention to detail, takes initiative to broaden his/her knowledge and demonstrates appropriate financial/analytical skills. Drive and Motivation - successfully handles multiple tasks, takes initiative to improve his/her own performance, works intensely towards extremely challenging goals and persists in the face of obstacles or setbacks. Client and Business Focus - effectively handles difficult requests, builds trusting, long-term relationships with stakeholders, helps stakeholders to identify/define needs and manages client/business expectations. Teamwork - gives evidence of being a strong team player, collaborates with others within and across teams, encourages other team members to participate and contribute and acknowledges others' contributions. Communication Skills - communicates what is relevant and important in a clear and concise manner and shares information/new ideas with others. Judgement and Problem solving - thinks ahead, anticipates questions, plans for contingencies, finds alternative solutions and identifies clear objectives. Sees the big picture and effectively analyses complex issues. Creativity/Innovation - looks for new ways to improve current processes and develop creative solutions that are grounded in reality and have practical value. Influencing Outcomes - presents sound, persuasive rationale for ideas or opinions. Takes a position on issues and influences others' opinions and presents persuasive recommendations. ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law. Healthcare & Medical Insurance We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance. We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year. Financial Wellness & Retirement We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees' priorities. Health Services We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices. Fitness To encourage employees to live a healthy and active lifestyle . click apply for full job details
Jul 24, 2025
Full time
Legal, Company Secretary, Associate, Birmingham location_on Birmingham, West Midlands, England, United Kingdom OUR IMPACT The Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals. The firm is headquartered in New York and maintains offices in London, Frankfurt, Tokyo, Hong Kong and other major cities around the world. The legal division works at the intersection of finance and law, providing counsel and advice that support activities across the firm. We handle litigation and arbitration, perform research and due diligence, aid in financing and legal filings, deal with contracts and intellectual property rights that show our commitment to clients, shareholders, and regulators. Whether you're an experienced attorney or a quick learner with a strong interest in financial law coupled with critical thinking skills, our dynamic group might be right for you. YOUR IMPACT The role is for a qualified/part qualified Chartered Company Secretary to work in the Goldman Sachs (GS) EMEA Corporate Governance Team (CGT). The CGT sits within the GS Legal Division and comprises a team of professionals based in London, Birmingham, Frankfurt and the Hague. The CGT is responsible for the corporate administration of all the Goldman Sachs EMEA entities. This role is based in Birmingham and will cover UK based entities (c.80) as well as a number of overseas entities. These include three regulated UK companies and one Irish-regulated company, for which theCGT manages the Board and Board committees. This interesting position will provide an opportunity to deliver expert support for, and gain an in-depth understanding of, the corporate duties undertaken by the CGT, and the associated governance. The successful applicant will be part of a small, professional team with the opportunity to liaise with people at all levels and in all areas of the firm. Goldman Sachs continues to build out its presence in Birmingham, so the applicant will join a growing highly-skilled Legal team ina world-class workplace, focused on collaboration, productivity and sustainability, which the firm moved to in September 2024. RESPONSIBILITIES Providing company secretarial services to GS entities in EMEA, which includes assisting with the documentation for, attending and minuting board/committee meetings for key regulated entities. Liaising with other divisions (eg Risk, Compliance, Controllers, Executive Office) to ensure the smooth running of the boards and committees of theseGS entities. Advising on and assisting with the execution of various corporate transactions for UK entities (and others in EMEA) including director changes, accounts approvals, capital transactions etc. and on the establishment or closure of entities. Maintaining accurate entity records, assisting with processing key returns to Companies House in particular annual filings (confirmation statements), officer changes (appointments & resignations), the maintenance of the PSC register and capital and other constitutional changes. Maintaining the integrity of entity and individual director information on in-house databases and to assist the CGT in validating entity and individual information on a regular basis. Responding to numerous requests for timely management information and reports on GS entities and committees, including for KYC enquiries, transaction completion, internal and external auditors and regulators. Providing secretary's certificates, delegated signing authorities and advising on powers of attorney and on the execution of documents. Identifying, analysing and helping implement emerging corporate governance developments. Maintaining regular contact and coordination with senior members and relevant groups throughout the firm, including Credit, Treasury, Legal, Compliance, Controllers, Tax; in addition to external counsel and notaries. Assisting in improving the efficiency and effectiveness of the CGT, through streamlining processes, building collaboration and alignment globally, developing and maintaining processes, policies and systems and sharing good practices. SKILLS / EXPERIENCE Qualified / Part Qualified Chartered Secretary (ACIS or FCIS) Experience in preparing for, attending and minuting board and committee meetings, including agenda setting, preparation of board packs, liaison with presenters. Entity management experience and exposure to managing multiple entities, dealing with all aspects of Company Secretarial practice. Practical experience of using Diligent (Blueprint and BoardBooks), e-filing at Companies House and other online resources. Proven excellent organisational skills and attention to detail. Able to work independently and manage deadlines and work well under pressure. Teamplayer with excellent interpersonal and communications skills. Enthusiasm, flexibility, proactive nature, and an interest in company secretarial matters and the business of GS. Experience of working in a financial services company secretarial role will be advantageous, however relevant experience gained in other industry sectors will be considered. COMPETENCIES Functional Expertise - keeps up-to-date with emerging business, economic, and market trends. Attention to Detail and Organisation - demonstrates ability to manage multiple projects and workstreams, thinks proactively about what needs to be done, meets deadlines and manages stakeholders. Technical Skills - demonstrates strong technical skills required for the role, pays attention to detail, takes initiative to broaden his/her knowledge and demonstrates appropriate financial/analytical skills. Drive and Motivation - successfully handles multiple tasks, takes initiative to improve his/her own performance, works intensely towards extremely challenging goals and persists in the face of obstacles or setbacks. Client and Business Focus - effectively handles difficult requests, builds trusting, long-term relationships with stakeholders, helps stakeholders to identify/define needs and manages client/business expectations. Teamwork - gives evidence of being a strong team player, collaborates with others within and across teams, encourages other team members to participate and contribute and acknowledges others' contributions. Communication Skills - communicates what is relevant and important in a clear and concise manner and shares information/new ideas with others. Judgement and Problem solving - thinks ahead, anticipates questions, plans for contingencies, finds alternative solutions and identifies clear objectives. Sees the big picture and effectively analyses complex issues. Creativity/Innovation - looks for new ways to improve current processes and develop creative solutions that are grounded in reality and have practical value. Influencing Outcomes - presents sound, persuasive rationale for ideas or opinions. Takes a position on issues and influences others' opinions and presents persuasive recommendations. ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law. Healthcare & Medical Insurance We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance. We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year. Financial Wellness & Retirement We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees' priorities. Health Services We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices. Fitness To encourage employees to live a healthy and active lifestyle . click apply for full job details
Reports to the Associate Director - Private Equity With continued growth across the Aztec Group, we're always on the lookout for bright individuals to join our journey and help support current and future business needs. We are confident that we can provide you with a challenging career which offers exceptional learning and development opportunities combined with progression. The purpose of this position is to provide administration and support services to a varied portfolio of Private Equity Fund structures whilst managing client relationships. You will work closely with the Associate Director and wider team of Fund Accountants whilst coordinating with Group functions and other internal stakeholders. What you'll be doing First point of contact for a number of corporate clients including Companies, Limited Liability Partnerships, Limited Partnerships and Charities. Act as level "B" 4-eyes signatory on payments and administration matters, ensuring that company policies and professional and regulatory guidelines are adhered to, and that a professional quality service is provided to clients and outside contacts. Ensure all operational procedures and ISAE controls are suitably evidenced via workflows in the core administration system (ViewPoint). Manage client work including various fund and corporate administration activities such as calls and distributions, cash flow monitoring, payments, investor and client reporting as well as ad-hoc client queries. Manage the orderly and timely on-boarding of new clients including company formations, entity migrations and the opening of bank accounts. Set up and maintain all client data on internal systems. Perform client reviews as required. Assist both the Company Secretarial and Accounting teams, as and when required, with various client and team matters. Review and 4-eye check submissions to regulators. Liaise with legal, tax and other professional advisors, where appropriate. Responsible for the billing of clients including analysis of time spent, and the management of aged debtors. Line management responsibility of junior staff including performance management, staff training and development, appraisals etc. What we're looking for Proven legal and administration experience supported by a relevant professional qualification (CGi or equivalent). Experience in the administration of Companies, Limited Partnerships and Trusts. Computer literacy skills are essential. Excellent interpersonal skills are required to develop close working relationships with colleagues, clients, and business contacts. Previous people management experience is preferred. Evidence of managing a small client relationship or part of a major client relationship. We will provide the training, both in house for relevant technical knowledge and professional qualifications to enhance your professional development. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients is at the heart of what we do.
Jul 24, 2025
Full time
Reports to the Associate Director - Private Equity With continued growth across the Aztec Group, we're always on the lookout for bright individuals to join our journey and help support current and future business needs. We are confident that we can provide you with a challenging career which offers exceptional learning and development opportunities combined with progression. The purpose of this position is to provide administration and support services to a varied portfolio of Private Equity Fund structures whilst managing client relationships. You will work closely with the Associate Director and wider team of Fund Accountants whilst coordinating with Group functions and other internal stakeholders. What you'll be doing First point of contact for a number of corporate clients including Companies, Limited Liability Partnerships, Limited Partnerships and Charities. Act as level "B" 4-eyes signatory on payments and administration matters, ensuring that company policies and professional and regulatory guidelines are adhered to, and that a professional quality service is provided to clients and outside contacts. Ensure all operational procedures and ISAE controls are suitably evidenced via workflows in the core administration system (ViewPoint). Manage client work including various fund and corporate administration activities such as calls and distributions, cash flow monitoring, payments, investor and client reporting as well as ad-hoc client queries. Manage the orderly and timely on-boarding of new clients including company formations, entity migrations and the opening of bank accounts. Set up and maintain all client data on internal systems. Perform client reviews as required. Assist both the Company Secretarial and Accounting teams, as and when required, with various client and team matters. Review and 4-eye check submissions to regulators. Liaise with legal, tax and other professional advisors, where appropriate. Responsible for the billing of clients including analysis of time spent, and the management of aged debtors. Line management responsibility of junior staff including performance management, staff training and development, appraisals etc. What we're looking for Proven legal and administration experience supported by a relevant professional qualification (CGi or equivalent). Experience in the administration of Companies, Limited Partnerships and Trusts. Computer literacy skills are essential. Excellent interpersonal skills are required to develop close working relationships with colleagues, clients, and business contacts. Previous people management experience is preferred. Evidence of managing a small client relationship or part of a major client relationship. We will provide the training, both in house for relevant technical knowledge and professional qualifications to enhance your professional development. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients is at the heart of what we do.
Forvis Mazars is an engine for rapid and consistent career progression, offering individually designed career paths so you can grow within a culture that helps you pursue your interests. We match your changing needs with hybrid working, and help you explore your true potential in an environment where you belong . We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to make an impact and continue to grow your skills for lifelong professional development. Are you looking to make your mark as a Corporate Tax Compliance Associate Director? Are you looking to join our successful and reputable tax practice? Are you looking for a hybrid office/remote working environment? 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 and responsibilities Reviewing and approving corporation tax computations and tax accounting, as well as undertaking some tax assurance reviews. Building client relationships with our portfolio of mid-sized businesses. Negotiating and raising fees and being responsible for WIP management on your portfolio of clients. Proactively talking to clients about tax opportunities which may be relevant to them, and working with the tax partners, and wider tax team to deliver on such work. Skills, knowledge and Experience Extensive experience of working with a portfolio of clients to deliver on annual corporation tax reporting requirements. ATT (or equivalent) qualification Demonstrate broad and strong technical tax knowledge and experience. Broad experience of managing the financials on clients, delivering on budgets and negotiating fees with clients. 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 23, 2025
Full time
Forvis Mazars is an engine for rapid and consistent career progression, offering individually designed career paths so you can grow within a culture that helps you pursue your interests. We match your changing needs with hybrid working, and help you explore your true potential in an environment where you belong . We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to make an impact and continue to grow your skills for lifelong professional development. Are you looking to make your mark as a Corporate Tax Compliance Associate Director? Are you looking to join our successful and reputable tax practice? Are you looking for a hybrid office/remote working environment? 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 and responsibilities Reviewing and approving corporation tax computations and tax accounting, as well as undertaking some tax assurance reviews. Building client relationships with our portfolio of mid-sized businesses. Negotiating and raising fees and being responsible for WIP management on your portfolio of clients. Proactively talking to clients about tax opportunities which may be relevant to them, and working with the tax partners, and wider tax team to deliver on such work. Skills, knowledge and Experience Extensive experience of working with a portfolio of clients to deliver on annual corporation tax reporting requirements. ATT (or equivalent) qualification Demonstrate broad and strong technical tax knowledge and experience. Broad experience of managing the financials on clients, delivering on budgets and negotiating fees with clients. 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.
Location: London Line of Business: Finance Job Function: Investor Services Date: Wednesday, July 2, 2025 Position Summary This position will represent the Fund Management lead and fund controller for Carlyle Private Equity Partners (CPEP) EU, an evergreen European investment vehicle launching in 2025 that will invest across Carlyle's global private equity platform. This role will be based in London and is critical to building out the finance and operational infrastructure for CPEP EU, working closely with global fund finance, compliance, legal, and investment teams. Responsibilities Fund Operations Manage liquidity and cash flow by monitoring global investment pipelines and collaborating with the CPEP Investment Team, as well as CPEP's third-party fund administrator and transfer agent, to align capital inflows and outflows Lead transaction execution, including new investments, exits, and restructurings, by coordinating with stakeholders such as Global FM, Luxembourg Operations, fund counsel, and tax teams Coordinate the flow of information between deal execution, valuation, and other information with CPEP EU's fund administrator Review and assess financial valuations of portfolio companies prepared by global deal teams Partner with stakeholders to resolve valuation-related issues and ensure consistent reporting Coordinate with various accounting and fund management teams to ensure accounting and valuation data is captured timely and accurately in support of the monthly NAV calculation, and oversee monthly NAV tie-out process, including share class allocations Oversee any fund-level hedging requirements Ensure timely delivery of information to the depositary, including complying with AIFMD regulations Assist transfer agent with investor onboarding activities Support Investor Relations (IR) with operational due diligence and investor inquiries Reporting Ensure fund financials adhere to the latest accounting guidance and disclosure requirements (Lux GAAP) Assist with the annual audit process, coordinating with auditors and internal stakeholders Maintain and oversee process documentation and internal control framework including establishing Fund level policies and procedures Respond to internal and external queries related to financials and valuations Interact with stakeholders regarding valuations, financial statements, and regulatory filings Oversee the compilation of Fund information and provide to in-house AIFM team to comply with AIFMD Coordinate with third-party corporate secretary to compile board reporting and present relevant information to the Fund Board Oversee third-party regulatory reporting providers and monitor reporting deadlines Oversee European regulatory reporting provider, including for the filing of PRIIPS KIDs, and EMTs Service Provider Oversight Monitor third-party service providers, including fund administrators, custodians, transfer agents, tax advisers, auditors, corporate secretary, and credit facility providers Maintain an effective oversight model to ensure risk-based review of: Fund accounting and period-end close processes Financial reporting accuracy and timeliness Investor servicing and related workflows Subscription and Redemption processes Monitor and enforce service level agreements (SLAs) with third-party vendors Liaise with Fund Directors, AIFM, and Luxembourg Operations team, as required Qualifications Bachelor's degree with an Accounting or Finance Major, or equivalent work experience in addition to bachelor's degree in another field, required 7+ years of experience in fund finance, fund accounting, or fund operations, ideally with a focus on closed-end private equity and semi-liquid structures Prior experience working with UCI Pt II or other European-regulated fund vehicles strongly preferred Familiarity with European regulatory regimes, such as AIFMD, UCITS, UCI Pt II, RAIF, and ELTIF, and Luxembourg fund structures Proven ability to coordinate across global teams and third-party service providers Excellent analytical, communication, and project management skills Qualified accountant (ACA, ACCA, CPA, or equivalent) preferred Company Information The Carlyle Group (NASDAQ: CG) is a global investment firm with $453 billion of assets under management and more than half of the AUM managed by women, across 641 investment vehicles as of March 31, 2025. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,300 professionals operating in 29 offices in North America, Europe, the Middle East, Asia and Australia. Carlyle places an emphasis on development, retention and inclusion as supported by our internal processes and seven Employee Resource Groups (ERGs). Carlyle's purpose is to invest wisely and create value on behalf of its investors, which range from public and private pension funds to wealthy individuals and families to sovereign wealth funds, unions and corporations. Carlyle invests across three segments - Global Private Equity, Global Credit and Carlyle AlpInvest - and has expertise in various industries, including: aerospace, defense & government services, consumer & retail, energy, financial services, healthcare, industrial, real estate, technology & business services, telecommunications & media and transportation. At Carlyle, we believe that a wide spectrum of experiences and viewpoints drives performance and success. Our CEO, Harvey Schwartz, has stated that, "To build better businesses and create value for all of our stakeholders, we are focused on assembling leadership teams with the strongest insights from a range of perspectives." We strive to foster an environment where ideas are openly shared and valued. By bringing together teams with varied expertise and approaches, we enjoy a competitive advantage and create a stronger foundation for long-term success.
Jul 23, 2025
Full time
Location: London Line of Business: Finance Job Function: Investor Services Date: Wednesday, July 2, 2025 Position Summary This position will represent the Fund Management lead and fund controller for Carlyle Private Equity Partners (CPEP) EU, an evergreen European investment vehicle launching in 2025 that will invest across Carlyle's global private equity platform. This role will be based in London and is critical to building out the finance and operational infrastructure for CPEP EU, working closely with global fund finance, compliance, legal, and investment teams. Responsibilities Fund Operations Manage liquidity and cash flow by monitoring global investment pipelines and collaborating with the CPEP Investment Team, as well as CPEP's third-party fund administrator and transfer agent, to align capital inflows and outflows Lead transaction execution, including new investments, exits, and restructurings, by coordinating with stakeholders such as Global FM, Luxembourg Operations, fund counsel, and tax teams Coordinate the flow of information between deal execution, valuation, and other information with CPEP EU's fund administrator Review and assess financial valuations of portfolio companies prepared by global deal teams Partner with stakeholders to resolve valuation-related issues and ensure consistent reporting Coordinate with various accounting and fund management teams to ensure accounting and valuation data is captured timely and accurately in support of the monthly NAV calculation, and oversee monthly NAV tie-out process, including share class allocations Oversee any fund-level hedging requirements Ensure timely delivery of information to the depositary, including complying with AIFMD regulations Assist transfer agent with investor onboarding activities Support Investor Relations (IR) with operational due diligence and investor inquiries Reporting Ensure fund financials adhere to the latest accounting guidance and disclosure requirements (Lux GAAP) Assist with the annual audit process, coordinating with auditors and internal stakeholders Maintain and oversee process documentation and internal control framework including establishing Fund level policies and procedures Respond to internal and external queries related to financials and valuations Interact with stakeholders regarding valuations, financial statements, and regulatory filings Oversee the compilation of Fund information and provide to in-house AIFM team to comply with AIFMD Coordinate with third-party corporate secretary to compile board reporting and present relevant information to the Fund Board Oversee third-party regulatory reporting providers and monitor reporting deadlines Oversee European regulatory reporting provider, including for the filing of PRIIPS KIDs, and EMTs Service Provider Oversight Monitor third-party service providers, including fund administrators, custodians, transfer agents, tax advisers, auditors, corporate secretary, and credit facility providers Maintain an effective oversight model to ensure risk-based review of: Fund accounting and period-end close processes Financial reporting accuracy and timeliness Investor servicing and related workflows Subscription and Redemption processes Monitor and enforce service level agreements (SLAs) with third-party vendors Liaise with Fund Directors, AIFM, and Luxembourg Operations team, as required Qualifications Bachelor's degree with an Accounting or Finance Major, or equivalent work experience in addition to bachelor's degree in another field, required 7+ years of experience in fund finance, fund accounting, or fund operations, ideally with a focus on closed-end private equity and semi-liquid structures Prior experience working with UCI Pt II or other European-regulated fund vehicles strongly preferred Familiarity with European regulatory regimes, such as AIFMD, UCITS, UCI Pt II, RAIF, and ELTIF, and Luxembourg fund structures Proven ability to coordinate across global teams and third-party service providers Excellent analytical, communication, and project management skills Qualified accountant (ACA, ACCA, CPA, or equivalent) preferred Company Information The Carlyle Group (NASDAQ: CG) is a global investment firm with $453 billion of assets under management and more than half of the AUM managed by women, across 641 investment vehicles as of March 31, 2025. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,300 professionals operating in 29 offices in North America, Europe, the Middle East, Asia and Australia. Carlyle places an emphasis on development, retention and inclusion as supported by our internal processes and seven Employee Resource Groups (ERGs). Carlyle's purpose is to invest wisely and create value on behalf of its investors, which range from public and private pension funds to wealthy individuals and families to sovereign wealth funds, unions and corporations. Carlyle invests across three segments - Global Private Equity, Global Credit and Carlyle AlpInvest - and has expertise in various industries, including: aerospace, defense & government services, consumer & retail, energy, financial services, healthcare, industrial, real estate, technology & business services, telecommunications & media and transportation. At Carlyle, we believe that a wide spectrum of experiences and viewpoints drives performance and success. Our CEO, Harvey Schwartz, has stated that, "To build better businesses and create value for all of our stakeholders, we are focused on assembling leadership teams with the strongest insights from a range of perspectives." We strive to foster an environment where ideas are openly shared and valued. By bringing together teams with varied expertise and approaches, we enjoy a competitive advantage and create a stronger foundation for long-term success.
Full-time OR Part-time ( 4 days a week) About Realty Income Realty Income (NYSE: O), an S&P 500 company, is a real estate partner to the world's leading companies. Founded in 1969, we invest in diversified commercial real estate and have a portfolio of 15,600 properties in all 50 U.S. states, the UK and six other countries in Europe , with a gross book value $58bn . We are known as "The Monthly Dividend Company " and have a mission to deliver stockholders dependable monthly dividends that grow over time. Since our founding, we have declared 656 consecutive monthly dividends and are a member of the S&P 500 Dividend Aristocrats index, having increased our dividend for the last 30 consecutive years. The European portfolio, including the UK, has grown significantly since our first international acquisition, a £429m 12-property portfolio from Sainsbury's in 2019. In just five years the portfolio now includes investments of over €11bn, and 483 distinct properties. A great in-house opportunity within one of the largest Real Estate Investment Trust s in the world as we rapidly expand into the European markets . In t his challenging role you will gain a wide expos ure to the company and the senior management , whilst facing unique challenges and new countries. Position Overview: The Director, Governance & Corporate Secretariat, Europe will build and lead our Governance and Corporate Secretariat function for the region as we continue to grow internationally. The role has the following key areas of focus: • Manage internal secretariat team and manage and oversee the external secretariat team including identifying, managing and overseeing service providers for new jurisdictions as needed . • Maintain governance best practices to support sustainable business expansion including the development of desktop procedures . • Ensure alignment with Global Group Governance and Corporate Secretariat . • Serve as a director of the statutory boards of directors of the European subsidiaries, as needed . • Oversee Netherlands office management and manage Netherlands team assistant . • Collaborate with global teams for the establishment of new EU offices and/or new country entry for investments . As part of European leadership based in the Netherlands, the Director, Governance & Corporate Secretariat will help maintain and shape the overall strategy and capabilities to grow the business in Continental Europe and the United Kingdom. The Director, Governance & Corporate Secretariat will report into the Senior Vice President, Associate General Counsel and Assistant Secretary managing global corporate governance matters who is based out of the U.S. The position will work closely with the U.S. and European legal team s , U.S. and European leadership team s , and global Finance and tax team s . Key Responsibilities: Leadership Instils the highest standards of integrity and professionalism. Builds relationships across functional groups and geographies; works as "One Team." Cultivates an inclusive, collegial, and high-performing culture. Pushes to decisions/conclusions amidst ambiguity. Corporate Secretariat and Governance M anage internal secretariat team (including m anag ing U.K. - based company secretary and legal analysts and Netherlands-based legal analysts) . M anage and oversee the external secretariat team including identifying, managing and overseeing service providers for new jurisdictions as needed . M anage a corporate secretariat function for the Group's European companies (including the United Kingdom) including internalising, as possible, the external corporate secretariat services . Maintain a secretariat that is cost-effective and scalable including the development of policies and procedures that can scale with the company and oversee the maintenance of the company's global entity management database . Create and Maintain the budget for cosec related costs . Review and approve corporate invoices in Yardi . Develop further international corporate secretary function for new geographies in Europe . Governance thought leadership internally and externally . Assist in adopting and developing governance practices, policies , and procedures for the European region (including of the UK region) . Internal and external stakeholder management, including advisers, auditors, board members, notaries, lawyers, regulatory authorities . Advancing and managing corporate business including transaction planning and execution, document review, board and shareholder meetings, resolutions, reports, filings , etc Monitor regulatory developments and manage regulatory relations . Organise and maintain (as well as oversee the organisation and maintenance) of corporate records. Perform other duties as assigned . As needed, international travel (inclusive of overnight stays) will be required (up to 25%), including to the company's London office, to attend board meetings and to visit new jurisdictions the company enters or considers entering . Candidate R equire ments Knowledge, Skills, and Abilities M ust hav e for the role : Suitable corporate legal and company secretariat experience gained in either a Corporate Service Provider OR an International Law firm. International company secretariat experience working as a minimum within the Netherlands and UK jurisdictions , with the ability to cover new international market s , understanding their difference and nuances . Experience managing and coaching a team. University degree in law (civil, notary , or fiscal) (or equivalent work experience) . Ability to effectively present information to Executive Management . Accurate, strong organisational skills, able to work independently and as a team . Fluent (spoken and written) in English . Proficiency in Microsoft Excel, PowerPoint , and Word . Desirable but not essential: Fluent in Dutch (spoken and written) . R eal estate industry experience . Our Mission & Values For more than 50 years, Realty Income has been guided by our mission to invest in people and places to deliver dependable monthly dividends that increase over time. We do this by nurturing long-term, meaningful relationships that enable people to achieve a better financial outlook. We understand that when individuals succeed financially, they are able to provide for their families, support local businesses and pursue their greatest ambitions , creating a lasting positive impact on communities. Realty Income is committed to diversity and inclusion and welcomes all applicants regardless of age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex, sexual orientation or educational background. What we offer: Competitive compensation and benefits package. The opportunity to join a stable, successful organi s ation, AND make your mark on our European expansion currently in more of a "start-up" mode. The working hours and effort of our role will vary. We support work-life balance, with an understanding that the work of this role does not conform to a steady pace - there will be peaks and valleys to the amount of effort required for this role. What to expect after you apply: First call: If your application matches the role, then it's time to put a voice to the name! We'll call you to set up a phone conversation with one of our Talent Partners Manager Screen: You will have the opportunity to discuss the role and your qualifications with the direct hiring manager. In this interview, we want to know more about you - what excites you about joining Realty Income, and how can you help us solve global challenges. Second interview: You'll meet with several of our team members at various levels. We'll dive into your potential role, showing you how you will fit into your team and contribute to our vision. The final decision: If you are the selected candidate, we will present you with an employment contract for your review and signature. Pre-Employment Screening: If you choose to sign the employment contract, this contract may be contingent upon successful completion of a VOG and other pre-employment screening checks by a third party as permitted by applicable law.
Jul 23, 2025
Full time
Full-time OR Part-time ( 4 days a week) About Realty Income Realty Income (NYSE: O), an S&P 500 company, is a real estate partner to the world's leading companies. Founded in 1969, we invest in diversified commercial real estate and have a portfolio of 15,600 properties in all 50 U.S. states, the UK and six other countries in Europe , with a gross book value $58bn . We are known as "The Monthly Dividend Company " and have a mission to deliver stockholders dependable monthly dividends that grow over time. Since our founding, we have declared 656 consecutive monthly dividends and are a member of the S&P 500 Dividend Aristocrats index, having increased our dividend for the last 30 consecutive years. The European portfolio, including the UK, has grown significantly since our first international acquisition, a £429m 12-property portfolio from Sainsbury's in 2019. In just five years the portfolio now includes investments of over €11bn, and 483 distinct properties. A great in-house opportunity within one of the largest Real Estate Investment Trust s in the world as we rapidly expand into the European markets . In t his challenging role you will gain a wide expos ure to the company and the senior management , whilst facing unique challenges and new countries. Position Overview: The Director, Governance & Corporate Secretariat, Europe will build and lead our Governance and Corporate Secretariat function for the region as we continue to grow internationally. The role has the following key areas of focus: • Manage internal secretariat team and manage and oversee the external secretariat team including identifying, managing and overseeing service providers for new jurisdictions as needed . • Maintain governance best practices to support sustainable business expansion including the development of desktop procedures . • Ensure alignment with Global Group Governance and Corporate Secretariat . • Serve as a director of the statutory boards of directors of the European subsidiaries, as needed . • Oversee Netherlands office management and manage Netherlands team assistant . • Collaborate with global teams for the establishment of new EU offices and/or new country entry for investments . As part of European leadership based in the Netherlands, the Director, Governance & Corporate Secretariat will help maintain and shape the overall strategy and capabilities to grow the business in Continental Europe and the United Kingdom. The Director, Governance & Corporate Secretariat will report into the Senior Vice President, Associate General Counsel and Assistant Secretary managing global corporate governance matters who is based out of the U.S. The position will work closely with the U.S. and European legal team s , U.S. and European leadership team s , and global Finance and tax team s . Key Responsibilities: Leadership Instils the highest standards of integrity and professionalism. Builds relationships across functional groups and geographies; works as "One Team." Cultivates an inclusive, collegial, and high-performing culture. Pushes to decisions/conclusions amidst ambiguity. Corporate Secretariat and Governance M anage internal secretariat team (including m anag ing U.K. - based company secretary and legal analysts and Netherlands-based legal analysts) . M anage and oversee the external secretariat team including identifying, managing and overseeing service providers for new jurisdictions as needed . M anage a corporate secretariat function for the Group's European companies (including the United Kingdom) including internalising, as possible, the external corporate secretariat services . Maintain a secretariat that is cost-effective and scalable including the development of policies and procedures that can scale with the company and oversee the maintenance of the company's global entity management database . Create and Maintain the budget for cosec related costs . Review and approve corporate invoices in Yardi . Develop further international corporate secretary function for new geographies in Europe . Governance thought leadership internally and externally . Assist in adopting and developing governance practices, policies , and procedures for the European region (including of the UK region) . Internal and external stakeholder management, including advisers, auditors, board members, notaries, lawyers, regulatory authorities . Advancing and managing corporate business including transaction planning and execution, document review, board and shareholder meetings, resolutions, reports, filings , etc Monitor regulatory developments and manage regulatory relations . Organise and maintain (as well as oversee the organisation and maintenance) of corporate records. Perform other duties as assigned . As needed, international travel (inclusive of overnight stays) will be required (up to 25%), including to the company's London office, to attend board meetings and to visit new jurisdictions the company enters or considers entering . Candidate R equire ments Knowledge, Skills, and Abilities M ust hav e for the role : Suitable corporate legal and company secretariat experience gained in either a Corporate Service Provider OR an International Law firm. International company secretariat experience working as a minimum within the Netherlands and UK jurisdictions , with the ability to cover new international market s , understanding their difference and nuances . Experience managing and coaching a team. University degree in law (civil, notary , or fiscal) (or equivalent work experience) . Ability to effectively present information to Executive Management . Accurate, strong organisational skills, able to work independently and as a team . Fluent (spoken and written) in English . Proficiency in Microsoft Excel, PowerPoint , and Word . Desirable but not essential: Fluent in Dutch (spoken and written) . R eal estate industry experience . Our Mission & Values For more than 50 years, Realty Income has been guided by our mission to invest in people and places to deliver dependable monthly dividends that increase over time. We do this by nurturing long-term, meaningful relationships that enable people to achieve a better financial outlook. We understand that when individuals succeed financially, they are able to provide for their families, support local businesses and pursue their greatest ambitions , creating a lasting positive impact on communities. Realty Income is committed to diversity and inclusion and welcomes all applicants regardless of age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex, sexual orientation or educational background. What we offer: Competitive compensation and benefits package. The opportunity to join a stable, successful organi s ation, AND make your mark on our European expansion currently in more of a "start-up" mode. The working hours and effort of our role will vary. We support work-life balance, with an understanding that the work of this role does not conform to a steady pace - there will be peaks and valleys to the amount of effort required for this role. What to expect after you apply: First call: If your application matches the role, then it's time to put a voice to the name! We'll call you to set up a phone conversation with one of our Talent Partners Manager Screen: You will have the opportunity to discuss the role and your qualifications with the direct hiring manager. In this interview, we want to know more about you - what excites you about joining Realty Income, and how can you help us solve global challenges. Second interview: You'll meet with several of our team members at various levels. We'll dive into your potential role, showing you how you will fit into your team and contribute to our vision. The final decision: If you are the selected candidate, we will present you with an employment contract for your review and signature. Pre-Employment Screening: If you choose to sign the employment contract, this contract may be contingent upon successful completion of a VOG and other pre-employment screening checks by a third party as permitted by applicable law.
This is your opportunity to join Deloitte Real Estate Advisory - a team that blends consulting, finance, construction, digital and property skills to address the most complex challenges in real estate and infrastructure. Within Deloitte Real Estate Advisory is our well-established and growing Valuation team. We are a unique Valuation practice in the market, blending the core services and skills associated with the valuation profession with the strategic insight and perspectives which are the bedrock of Deloitte. As one of the largest and most respected integrated real estate advisory teams in the UK, the team includes chartered surveyors, cost consultants, project managers, engineers, technology specialists and accountants. Connect to your career at Deloitte Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more. What brings us all together at Deloitte?It'show we approach the thousands of decisions we make everyday. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, whereverwe arein the world, welead the way,serve with integrity, take care of each other ,fosterinclusion, andcollaborate for measurable impact. These five shared values lead every decision wemake and action we take, guiding us to deliver impact how and where it mattersmost . Connect to your opportunity We are currently looking for an ambitious professional with experience in delivering Valuation and associated advice to join our Valuation, Assurance & Professional Advisory team. Working at Assistant Director level you will advise on a wide range of projects for both our public and private sector clients, who occupy, invest in and lend to a vast array of real estate. This is a senior role and will require proven a proven track record in delivering insightful results to clients, having a fastidious eye for detail, contributing to the team's strategy and nurturing our talent.In turn, working here will give you the chance to further develop your business consulting skills to build on your existing professional or industry expertise. Role: This broad ranging role can be honed to best use the skills of the right applicant.Expectations of the role will include: Providing valuation assurance services across both Deloitte's internal network (with our market leading Audit practice) and direct to clients in the UK and overseas; Interacting with the breadth of Deloitte's various disciplines, including our Tax and Legal and Transactions businesses, taking lead engagement roles in the delivery of strategic advice (such as, but not limited to, transaction due diligence and contributing to real estate insight to tax advice (potentially including business rates . Providing opinions of value for Financial Statements, strategic asset management and Purchase Price Allocation; Identifying new trends and supporting the development of innovative valuation related solutions across the spectrum of Real Assets. Learning and liaising with colleagues from different professional disciplines to deliver the most informed solutions for our clients; and Contributing to continued development of Deloitte's market profile. We are looking for people who are comfortable dealing with clients at senior management and leadership levels with ranging levels of experience in real estate.This will therefore require someone who is an excellent communicator and is able to articulate complex situations and messaging into clear advice and insight. Three key reasons this presents an excellent opportunity for successful applicants: 1.You will work with the biggest clients across the UK and beyond We work with the world's largest and most influential organisations. Our clients span industries and sectors, but include the world's biggest banks and financial services institutions, multi-national consumer goods, pharmaceuticals and telecoms, and the public sector, including central and local government, agencies and arms-length bodies with the largest and most complex estates. 2. You will engage at the very top of the organisation The breadth, complexity and strategic importance of our clients' challenges mean we work with colleagues from across Deloitte, and engage with the senior leadership in our clients' organisations. 3. You will be part of a high performing team with the opportunities to develop your career in a large professional services firm and the opportunities that can provide We take personal development seriously, offering a comprehensive range of learning and development opportunities within a stretching yet highly supportive environment. Our appraisal process is structured, transparent and interactive so you will receive continuous training and ongoing, supportive feedback to achieve the goals that you set yourself. You will be part of an environment where excellent client service, creativity, hard work and ambition are rewarded. Connect to your skills and professional experience Key required skills: You can collect and analyse data from appropriate sources to extract insights and develop informed recommendations that shape or support project objectives. You can deliver effective presentations and reports to convey clear messaging and insights to clients and stakeholders. You are interested and aware of trends in the market that impact our clients. and experience in building, developing and leading diverse, effective teams, fostering an environment of learning, inclusion and support. Key required experience: Valuation - delivering opinions of value, strategic valuation advice and/or assurance reviews. Working knowledge of Argus Enterprise/Developer; Creation of discounted cash flows; Use/knowledge of visualisation software such as PowerBI. Business Rates - delivering strategic advice; navigating the Check, Challenge, Appeal process; valuation of specialist and trading properties; negotiations, and use of Riverlake and Analyse (or equivalent). Connect to your business -Strategy, Risk & Transactions Advisory In an ever-evolving world, there are no certainties in business. Our teams help clients to navigate risks, process major transactions and deliver transformational change that will future-proof their business. Join us to make a positive difference. Infrastructure and Real Estate Our Infrastructure and Real Estate team supports both public and private sector clients on complex infrastructure, real estate, and capital projects.Typical engagements include urban regeneration, transport, energy and renewables, and occupier advisory to central government and large corporate companies. Personal independence Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request. Connect with your colleagues Get to know some of our team through our People Series, available through our blog page . Our hybrid working policy You'll be based in London or Manchester with hybrid working. At Deloitte we understand the importance of balancing your career alongside your home life. That's why we'll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you'll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You'll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritiseyour wellbeing. Please check with your recruiter for the specific working requirements that may apply for your role. Our commitment to you Making an impact is more than just what we do: it's why we're here. So we work hard to create an environment where you can experience a purpose you believe in, the freedom to be you, and the capacity to go further than ever before. We want you. The true you. Your own strengths, perspective and personality. So we're nurturing a culture where everyone belongs, feels supported and heard, and is empowered to make a valuable, personal contribution. You can be sure we'll take your wellbeing seriously, too. Because it's only when you're comfortable and at your best that you can make the kind of impact you, and we, live for. Your expertise is our capability, so we'll make sure it never stops growing. Whether it's from the complex work you do . click apply for full job details
Jul 23, 2025
Full time
This is your opportunity to join Deloitte Real Estate Advisory - a team that blends consulting, finance, construction, digital and property skills to address the most complex challenges in real estate and infrastructure. Within Deloitte Real Estate Advisory is our well-established and growing Valuation team. We are a unique Valuation practice in the market, blending the core services and skills associated with the valuation profession with the strategic insight and perspectives which are the bedrock of Deloitte. As one of the largest and most respected integrated real estate advisory teams in the UK, the team includes chartered surveyors, cost consultants, project managers, engineers, technology specialists and accountants. Connect to your career at Deloitte Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more. What brings us all together at Deloitte?It'show we approach the thousands of decisions we make everyday. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, whereverwe arein the world, welead the way,serve with integrity, take care of each other ,fosterinclusion, andcollaborate for measurable impact. These five shared values lead every decision wemake and action we take, guiding us to deliver impact how and where it mattersmost . Connect to your opportunity We are currently looking for an ambitious professional with experience in delivering Valuation and associated advice to join our Valuation, Assurance & Professional Advisory team. Working at Assistant Director level you will advise on a wide range of projects for both our public and private sector clients, who occupy, invest in and lend to a vast array of real estate. This is a senior role and will require proven a proven track record in delivering insightful results to clients, having a fastidious eye for detail, contributing to the team's strategy and nurturing our talent.In turn, working here will give you the chance to further develop your business consulting skills to build on your existing professional or industry expertise. Role: This broad ranging role can be honed to best use the skills of the right applicant.Expectations of the role will include: Providing valuation assurance services across both Deloitte's internal network (with our market leading Audit practice) and direct to clients in the UK and overseas; Interacting with the breadth of Deloitte's various disciplines, including our Tax and Legal and Transactions businesses, taking lead engagement roles in the delivery of strategic advice (such as, but not limited to, transaction due diligence and contributing to real estate insight to tax advice (potentially including business rates . Providing opinions of value for Financial Statements, strategic asset management and Purchase Price Allocation; Identifying new trends and supporting the development of innovative valuation related solutions across the spectrum of Real Assets. Learning and liaising with colleagues from different professional disciplines to deliver the most informed solutions for our clients; and Contributing to continued development of Deloitte's market profile. We are looking for people who are comfortable dealing with clients at senior management and leadership levels with ranging levels of experience in real estate.This will therefore require someone who is an excellent communicator and is able to articulate complex situations and messaging into clear advice and insight. Three key reasons this presents an excellent opportunity for successful applicants: 1.You will work with the biggest clients across the UK and beyond We work with the world's largest and most influential organisations. Our clients span industries and sectors, but include the world's biggest banks and financial services institutions, multi-national consumer goods, pharmaceuticals and telecoms, and the public sector, including central and local government, agencies and arms-length bodies with the largest and most complex estates. 2. You will engage at the very top of the organisation The breadth, complexity and strategic importance of our clients' challenges mean we work with colleagues from across Deloitte, and engage with the senior leadership in our clients' organisations. 3. You will be part of a high performing team with the opportunities to develop your career in a large professional services firm and the opportunities that can provide We take personal development seriously, offering a comprehensive range of learning and development opportunities within a stretching yet highly supportive environment. Our appraisal process is structured, transparent and interactive so you will receive continuous training and ongoing, supportive feedback to achieve the goals that you set yourself. You will be part of an environment where excellent client service, creativity, hard work and ambition are rewarded. Connect to your skills and professional experience Key required skills: You can collect and analyse data from appropriate sources to extract insights and develop informed recommendations that shape or support project objectives. You can deliver effective presentations and reports to convey clear messaging and insights to clients and stakeholders. You are interested and aware of trends in the market that impact our clients. and experience in building, developing and leading diverse, effective teams, fostering an environment of learning, inclusion and support. Key required experience: Valuation - delivering opinions of value, strategic valuation advice and/or assurance reviews. Working knowledge of Argus Enterprise/Developer; Creation of discounted cash flows; Use/knowledge of visualisation software such as PowerBI. Business Rates - delivering strategic advice; navigating the Check, Challenge, Appeal process; valuation of specialist and trading properties; negotiations, and use of Riverlake and Analyse (or equivalent). Connect to your business -Strategy, Risk & Transactions Advisory In an ever-evolving world, there are no certainties in business. Our teams help clients to navigate risks, process major transactions and deliver transformational change that will future-proof their business. Join us to make a positive difference. Infrastructure and Real Estate Our Infrastructure and Real Estate team supports both public and private sector clients on complex infrastructure, real estate, and capital projects.Typical engagements include urban regeneration, transport, energy and renewables, and occupier advisory to central government and large corporate companies. Personal independence Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request. Connect with your colleagues Get to know some of our team through our People Series, available through our blog page . Our hybrid working policy You'll be based in London or Manchester with hybrid working. At Deloitte we understand the importance of balancing your career alongside your home life. That's why we'll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you'll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You'll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritiseyour wellbeing. Please check with your recruiter for the specific working requirements that may apply for your role. Our commitment to you Making an impact is more than just what we do: it's why we're here. So we work hard to create an environment where you can experience a purpose you believe in, the freedom to be you, and the capacity to go further than ever before. We want you. The true you. Your own strengths, perspective and personality. So we're nurturing a culture where everyone belongs, feels supported and heard, and is empowered to make a valuable, personal contribution. You can be sure we'll take your wellbeing seriously, too. Because it's only when you're comfortable and at your best that you can make the kind of impact you, and we, live for. Your expertise is our capability, so we'll make sure it never stops growing. Whether it's from the complex work you do . click apply for full job details
Introduction Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management. We believe that every candidate brings something special to the table, including you! So, even if you feel that you're close but not an exact match, we encourage you to apply. Overview With over 50 years of experience, our M&A Team have advised on over 2,000 deals across 40 countries since 2013, with a combined deal value of over $50 billion USD in 2024. Our specialists consist of qualified lawyers, brokers, and insurance professionals who advise private equity, corporates, sovereign wealth, individuals and advisors in respect of the placement of M&A insurance (for example, warranty and indemnity and/or contingent risk insurance) in connections with domestic and international M&A transactions. The team is now looking for a professional background (Corporate Lawyer, W&I Insurance, accountancy, tax, investment banking would be considered) to join their team as an Associate Director. How you'll make an impact 1) Associate Director to act as the client and insurer lead for transactions with enterprise values of between £2m and £1bn+ c.70% of time Work with junior members of the team to create and tailor submissions for the market to review Collate and negotiate terms received from the market in order to put together 'Non-Binding Indications' reports for clients Discuss the options and our recommendations with clients and corporate lawyers. Act as the lead during the underwriting process by being the primary contact for both lawyers and underwriters Lead policy negotiations and discussions with both client and underwriter, with a view to achieving the best outcome for the client Work to tight timelines to make sure all policy documentation is ready to incept on signing of the deal. 2) Widen client and prospect base c. 20% of time Arrange meetings/ presentations with existing contacts (from previous deals / personal relationships) and new prospects Be involved in strategy meetings to ultimately grow the team book and the personal contact base 3) Transactional Insurance Market c.10% of time Monitoring and coordinating regular meetings with both existing transactional insurers, and those new to the market. About you Qualifications We are ideally looking for a 1 to 3 year PQE lawyer with experience in Corporate law Experience in W&I processes as a junior lawyer preferable Skills/other Ability to problem-solve and deliver under pressure against tight deadlines Strong interpersonal and negotiation skills Authentic communication skills for varying audience Excellent planning and analytical skills Ability to take ownership of new instructions with confidence Eligable to work in the UK Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, we'll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include: Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don't worry, we're here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with . If you'd prefer to speak on the phone, please request a call back, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Jul 23, 2025
Full time
Introduction Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management. We believe that every candidate brings something special to the table, including you! So, even if you feel that you're close but not an exact match, we encourage you to apply. Overview With over 50 years of experience, our M&A Team have advised on over 2,000 deals across 40 countries since 2013, with a combined deal value of over $50 billion USD in 2024. Our specialists consist of qualified lawyers, brokers, and insurance professionals who advise private equity, corporates, sovereign wealth, individuals and advisors in respect of the placement of M&A insurance (for example, warranty and indemnity and/or contingent risk insurance) in connections with domestic and international M&A transactions. The team is now looking for a professional background (Corporate Lawyer, W&I Insurance, accountancy, tax, investment banking would be considered) to join their team as an Associate Director. How you'll make an impact 1) Associate Director to act as the client and insurer lead for transactions with enterprise values of between £2m and £1bn+ c.70% of time Work with junior members of the team to create and tailor submissions for the market to review Collate and negotiate terms received from the market in order to put together 'Non-Binding Indications' reports for clients Discuss the options and our recommendations with clients and corporate lawyers. Act as the lead during the underwriting process by being the primary contact for both lawyers and underwriters Lead policy negotiations and discussions with both client and underwriter, with a view to achieving the best outcome for the client Work to tight timelines to make sure all policy documentation is ready to incept on signing of the deal. 2) Widen client and prospect base c. 20% of time Arrange meetings/ presentations with existing contacts (from previous deals / personal relationships) and new prospects Be involved in strategy meetings to ultimately grow the team book and the personal contact base 3) Transactional Insurance Market c.10% of time Monitoring and coordinating regular meetings with both existing transactional insurers, and those new to the market. About you Qualifications We are ideally looking for a 1 to 3 year PQE lawyer with experience in Corporate law Experience in W&I processes as a junior lawyer preferable Skills/other Ability to problem-solve and deliver under pressure against tight deadlines Strong interpersonal and negotiation skills Authentic communication skills for varying audience Excellent planning and analytical skills Ability to take ownership of new instructions with confidence Eligable to work in the UK Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, we'll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include: Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don't worry, we're here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with . If you'd prefer to speak on the phone, please request a call back, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Introduction Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management. We believe that every candidate brings something special to the table, including you! So, even if you feel that you're close but not an exact match, we encourage you to apply. Overview With over 50 years of experience, our M&A Team have advised on over 2,000 deals across 40 countries since 2013, with a combined deal value of over $50 billion USD in 2024. Our specialists consist of qualified lawyers, brokers, and insurance professionals who advise private equity, corporates, sovereign wealth, individuals and advisors in respect of the placement of M&A insurance (for example, warranty and indemnity and/or contingent risk insurance) in connections with domestic and international M&A transactions. The team is now looking for a professional background (Corporate Lawyer, W&I Insurance, accountancy, tax, investment banking would be considered) to join their team as an Associate Director. How you'll make an impact 1) Associate Director to act as the client and insurer lead for transactions with enterprise values of between £2m and £1bn+ c.70% of time Work with junior members of the team to create and tailor submissions for the market to review Collate and negotiate terms received from the market in order to put together 'Non-Binding Indications' reports for clients Discuss the options and our recommendations with clients and corporate lawyers. Act as the lead during the underwriting process by being the primary contact for both lawyers and underwriters Lead policy negotiations and discussions with both client and underwriter, with a view to achieving the best outcome for the client Work to tight timelines to make sure all policy documentation is ready to incept on signing of the deal. 2) Widen client and prospect base c. 20% of time Arrange meetings/ presentations with existing contacts (from previous deals / personal relationships) and new prospects Be involved in strategy meetings to ultimately grow the team book and the personal contact base 3) Transactional Insurance Market c.10% of time Monitoring and coordinating regular meetings with both existing transactional insurers, and those new to the market. About You Qualifications We are ideally looking for a 1 to 3 year PQE lawyer with experience in Corporate law Experience in W&I processes as a junior lawyer preferable Skills/other A bility to problem-solve and deliver under pressure against tight deadlines Strong interpersonal and negotiation skills Authentic communication skills for varying audience Excellent planning and analytical skills Ability to take ownership of new instructions with confidence Eligable to work in the UK Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, we'll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include: Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don't worry, we're here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with . If you'd prefer to speak on the phone, please request a call back, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Jul 23, 2025
Full time
Introduction Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management. We believe that every candidate brings something special to the table, including you! So, even if you feel that you're close but not an exact match, we encourage you to apply. Overview With over 50 years of experience, our M&A Team have advised on over 2,000 deals across 40 countries since 2013, with a combined deal value of over $50 billion USD in 2024. Our specialists consist of qualified lawyers, brokers, and insurance professionals who advise private equity, corporates, sovereign wealth, individuals and advisors in respect of the placement of M&A insurance (for example, warranty and indemnity and/or contingent risk insurance) in connections with domestic and international M&A transactions. The team is now looking for a professional background (Corporate Lawyer, W&I Insurance, accountancy, tax, investment banking would be considered) to join their team as an Associate Director. How you'll make an impact 1) Associate Director to act as the client and insurer lead for transactions with enterprise values of between £2m and £1bn+ c.70% of time Work with junior members of the team to create and tailor submissions for the market to review Collate and negotiate terms received from the market in order to put together 'Non-Binding Indications' reports for clients Discuss the options and our recommendations with clients and corporate lawyers. Act as the lead during the underwriting process by being the primary contact for both lawyers and underwriters Lead policy negotiations and discussions with both client and underwriter, with a view to achieving the best outcome for the client Work to tight timelines to make sure all policy documentation is ready to incept on signing of the deal. 2) Widen client and prospect base c. 20% of time Arrange meetings/ presentations with existing contacts (from previous deals / personal relationships) and new prospects Be involved in strategy meetings to ultimately grow the team book and the personal contact base 3) Transactional Insurance Market c.10% of time Monitoring and coordinating regular meetings with both existing transactional insurers, and those new to the market. About You Qualifications We are ideally looking for a 1 to 3 year PQE lawyer with experience in Corporate law Experience in W&I processes as a junior lawyer preferable Skills/other A bility to problem-solve and deliver under pressure against tight deadlines Strong interpersonal and negotiation skills Authentic communication skills for varying audience Excellent planning and analytical skills Ability to take ownership of new instructions with confidence Eligable to work in the UK Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, we'll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include: Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don't worry, we're here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with . If you'd prefer to speak on the phone, please request a call back, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Company Description Xeinadin was established in 2019 when more than 100 successful, independent, business advisory and accountancy practices across the UK and Ireland came together to re-imagine the future of accountancy. Our collective mission is to provide locally forged, trusted business advice to SMEs through forward-thinking, close-knit relationships. Our people drive our business forward, and we offer them future-focused career opportunities while supporting individual specialisms. Our regional offices of over 1800 colleagues operate in collaboration across the Group, combining collective expertise to maximize our people's potential. As part of one Xeinadin, colleagues can draw on expertise and support from across the UK, Ireland, and central teams, as well as benefit from being part of their local communities. Role Description The Associate Director manages a client base, ensuring the delivery of outstanding service. This involves providing industry-leading advice and fostering an organizational culture aligned with Xeinadin's vision, mission, and values. The role requires an influential leader capable of building strong relationships with internal and external stakeholders to deliver value for the business and clients. Key Responsibilities Win and manage a portfolio of clients. Provide industry-leading insights, solutions, and advice to enhance the firm's reputation and client base. Promote the firm's products, services, and image to generate new business opportunities. Build and maintain strong, long-lasting relationships with clients, directors, and staff. Contribute to strategic and business planning to increase revenue and profits. Recruit, develop, and manage a high-performing team delivering excellent client service and meeting billing targets. Create a high-performance culture aligned with the company's values. Manage client relationships with revenue up to £600k, ensuring value, advice, quality, and compliance. Ensure all client work complies with legal, ethical, and statutory standards. Provide leadership and motivation to the team to achieve higher performance. Set performance metrics, review performance, and implement improvements. Develop workforce planning and workload management processes. Enhance productivity and output quality through process and system improvements. Model the organization's values and standards to foster a high-performance environment. Maintain high standards of technical knowledge for self and team. Measure and improve the quality of client services. Manage own client portfolio, providing industry-leading insights and advice. Ensure team members embody Xeinadin's values. Role-Specific Requirements Strong corporate sector VAT consulting experience, UK VAT knowledge essential. Commercially savvy with excellent interpersonal skills. Ability to work with clients nationally and locally. Based in any UK Xeinadin office. Experience with VAT Housing Association and/or public sector is advantageous but not essential. Key Requirements Tax qualification: CTA desirable but not mandatory. Additional Attributes Commercial, detailed, analytical, driven, ethical, engaging, honest, decisive, professional, confident, organized, strategic. Model: Hybrid Salary: Competitive Benefits include: Company Pension Scheme 25 days annual leave + bank holidays, with options to buy additional days Business closure over Christmas Life Assurance x4 salary Enhanced family leave policies Enhanced sick pay Employee Assistance Programme (24/7 support) Corporate Discounts Platform Flexible Benefits platform for insurances such as PMI, Critical Illness, and more, dependent on seniority
Jul 23, 2025
Full time
Company Description Xeinadin was established in 2019 when more than 100 successful, independent, business advisory and accountancy practices across the UK and Ireland came together to re-imagine the future of accountancy. Our collective mission is to provide locally forged, trusted business advice to SMEs through forward-thinking, close-knit relationships. Our people drive our business forward, and we offer them future-focused career opportunities while supporting individual specialisms. Our regional offices of over 1800 colleagues operate in collaboration across the Group, combining collective expertise to maximize our people's potential. As part of one Xeinadin, colleagues can draw on expertise and support from across the UK, Ireland, and central teams, as well as benefit from being part of their local communities. Role Description The Associate Director manages a client base, ensuring the delivery of outstanding service. This involves providing industry-leading advice and fostering an organizational culture aligned with Xeinadin's vision, mission, and values. The role requires an influential leader capable of building strong relationships with internal and external stakeholders to deliver value for the business and clients. Key Responsibilities Win and manage a portfolio of clients. Provide industry-leading insights, solutions, and advice to enhance the firm's reputation and client base. Promote the firm's products, services, and image to generate new business opportunities. Build and maintain strong, long-lasting relationships with clients, directors, and staff. Contribute to strategic and business planning to increase revenue and profits. Recruit, develop, and manage a high-performing team delivering excellent client service and meeting billing targets. Create a high-performance culture aligned with the company's values. Manage client relationships with revenue up to £600k, ensuring value, advice, quality, and compliance. Ensure all client work complies with legal, ethical, and statutory standards. Provide leadership and motivation to the team to achieve higher performance. Set performance metrics, review performance, and implement improvements. Develop workforce planning and workload management processes. Enhance productivity and output quality through process and system improvements. Model the organization's values and standards to foster a high-performance environment. Maintain high standards of technical knowledge for self and team. Measure and improve the quality of client services. Manage own client portfolio, providing industry-leading insights and advice. Ensure team members embody Xeinadin's values. Role-Specific Requirements Strong corporate sector VAT consulting experience, UK VAT knowledge essential. Commercially savvy with excellent interpersonal skills. Ability to work with clients nationally and locally. Based in any UK Xeinadin office. Experience with VAT Housing Association and/or public sector is advantageous but not essential. Key Requirements Tax qualification: CTA desirable but not mandatory. Additional Attributes Commercial, detailed, analytical, driven, ethical, engaging, honest, decisive, professional, confident, organized, strategic. Model: Hybrid Salary: Competitive Benefits include: Company Pension Scheme 25 days annual leave + bank holidays, with options to buy additional days Business closure over Christmas Life Assurance x4 salary Enhanced family leave policies Enhanced sick pay Employee Assistance Programme (24/7 support) Corporate Discounts Platform Flexible Benefits platform for insurances such as PMI, Critical Illness, and more, dependent on seniority
Associate Director/Senior Manager page is loaded Associate Director/Senior Manager Apply remote type Onsite locations London time type Full time posted on Posted Yesterday job requisition id JR- The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. That's why, at Apex Group, we will do more than simply 'empower' you. We will work to supercharge your unique skills and experience. Take the lead and we'll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you Apex wishes to recruit a forward thinking, articulate, self-motivated, and self-reliant leader within its Private Debt business in London. This is an Associate Director role to support an existing and growing client in the Debt Sector covering, mainly UK, Jersey, Luxembourg and US jurisdictional administration and corporate governance obligations to a portfolio of regulated, unregulated, and listed entities. Apex provides a range of corporate secretarial services, entity & fund management administration, AML compliance, tax compliance, directorship services, and general administration services mainly to investment funds and corporate vehicles in multiple Jurisdictions. Our clients include several leading financial institutions operating out of the UK. We act for institutional fund managers, global alternative asset managers and corporates. Servicing capital market debt funds, private equity structures, across a variety of structures comprising of limited partnerships, LLPs, special purpose vehicle administration and stock exchange listed companies. It is essential that the applicant has both good managerial and leadership experience as well as strong administration and company secretarial knowledge to discharge effective oversight of the functions, ideally within a fast-paced financial services environment. The role will report to the Director in charge of Private Debt services in London. Key responsibilities Act as the operational lead on a client service team. This includes, client onboarding, client service and implementation of client strategy as well as business as usual client requirements. Be focused on the provision of administration and multi-jurisdictional company secretarial and corporate governance services to a number of Apex's largest clients, principally investment fund and corporate structures. Providing sound administration, company secretarial and governance technical interpretation, advice and training, where required to clients, directors of client entities and team members. Leading transaction management process for transactions such as share issuances, buy backs, investments corporate group restructuring / refinancing, capital calls and distributions. Build excellent working relationships with key clients within the client services teams across Apex and continuously work to enhance client experience and ensure that Apex is viewed as the provider of choice. Maintain and create procedures based on client specific requirement, internal systems and KPI reporting. Ensure team's compliance with applicable laws, service standards, company policies and procedures and agreed operational and control processes. Ensure the team meets relevant operational & risk/compliance KPIs and targets. Create, motivate, and lead a high performing team, ensuring development of their ability to deal with all day-to-day matters in a timely and satisfactory manner, including monitoring tasks and delegating these across the team, reviewing the output and ensuring quality control. Ensure the team has personal development plans, a clear understanding of their role and responsibilities and undertake formal performance evaluations which are reviewed frequently throughout each year. Work closely and coordinate with the operational team to drive forward and streamline best practices, implement processes and new systems. Assisting in the development of Apex Client Services product offering across alternative assets and working with the local management team to strategically generate new business opportunities. Act as a director on client boards (if necessary and as approved). Act as an Authorised signatory in respect of transactions and payments. Contribute to ad-hoc projects as and when required by the business. Be able to provide sound, quality and technical guidance to clients and the wider team. Responsible for all financial aspects of client relationships, including: billing process, monitoring/chasing the timely settlement of invoices, monitoring WIP against agreed budgets and report variances to the relevant client director; Managing cash collections and the quarterly billing cycle; and Any other duties in the scope of the role that the company requires Requirements Skills / experience required Professional qualification preferred (CGI, previously ICSA, or equivalent) Minimum of 10 years relevant experience in a legal or financial services environment Highly developed commercial and strategic dexterity. Has the credibility and gravitas to interact and develop business relationships both internally and externally. Is focused on delivering against business goals to create value. Good understanding of the technical and operational requirements of offering a broad range of fiduciary and administrative services to companies; and Challenges, harnesses, and nurtures the talents of people at all levels within the Client Services team. Disclaimer : Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
Jul 23, 2025
Full time
Associate Director/Senior Manager page is loaded Associate Director/Senior Manager Apply remote type Onsite locations London time type Full time posted on Posted Yesterday job requisition id JR- The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. That's why, at Apex Group, we will do more than simply 'empower' you. We will work to supercharge your unique skills and experience. Take the lead and we'll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you Apex wishes to recruit a forward thinking, articulate, self-motivated, and self-reliant leader within its Private Debt business in London. This is an Associate Director role to support an existing and growing client in the Debt Sector covering, mainly UK, Jersey, Luxembourg and US jurisdictional administration and corporate governance obligations to a portfolio of regulated, unregulated, and listed entities. Apex provides a range of corporate secretarial services, entity & fund management administration, AML compliance, tax compliance, directorship services, and general administration services mainly to investment funds and corporate vehicles in multiple Jurisdictions. Our clients include several leading financial institutions operating out of the UK. We act for institutional fund managers, global alternative asset managers and corporates. Servicing capital market debt funds, private equity structures, across a variety of structures comprising of limited partnerships, LLPs, special purpose vehicle administration and stock exchange listed companies. It is essential that the applicant has both good managerial and leadership experience as well as strong administration and company secretarial knowledge to discharge effective oversight of the functions, ideally within a fast-paced financial services environment. The role will report to the Director in charge of Private Debt services in London. Key responsibilities Act as the operational lead on a client service team. This includes, client onboarding, client service and implementation of client strategy as well as business as usual client requirements. Be focused on the provision of administration and multi-jurisdictional company secretarial and corporate governance services to a number of Apex's largest clients, principally investment fund and corporate structures. Providing sound administration, company secretarial and governance technical interpretation, advice and training, where required to clients, directors of client entities and team members. Leading transaction management process for transactions such as share issuances, buy backs, investments corporate group restructuring / refinancing, capital calls and distributions. Build excellent working relationships with key clients within the client services teams across Apex and continuously work to enhance client experience and ensure that Apex is viewed as the provider of choice. Maintain and create procedures based on client specific requirement, internal systems and KPI reporting. Ensure team's compliance with applicable laws, service standards, company policies and procedures and agreed operational and control processes. Ensure the team meets relevant operational & risk/compliance KPIs and targets. Create, motivate, and lead a high performing team, ensuring development of their ability to deal with all day-to-day matters in a timely and satisfactory manner, including monitoring tasks and delegating these across the team, reviewing the output and ensuring quality control. Ensure the team has personal development plans, a clear understanding of their role and responsibilities and undertake formal performance evaluations which are reviewed frequently throughout each year. Work closely and coordinate with the operational team to drive forward and streamline best practices, implement processes and new systems. Assisting in the development of Apex Client Services product offering across alternative assets and working with the local management team to strategically generate new business opportunities. Act as a director on client boards (if necessary and as approved). Act as an Authorised signatory in respect of transactions and payments. Contribute to ad-hoc projects as and when required by the business. Be able to provide sound, quality and technical guidance to clients and the wider team. Responsible for all financial aspects of client relationships, including: billing process, monitoring/chasing the timely settlement of invoices, monitoring WIP against agreed budgets and report variances to the relevant client director; Managing cash collections and the quarterly billing cycle; and Any other duties in the scope of the role that the company requires Requirements Skills / experience required Professional qualification preferred (CGI, previously ICSA, or equivalent) Minimum of 10 years relevant experience in a legal or financial services environment Highly developed commercial and strategic dexterity. Has the credibility and gravitas to interact and develop business relationships both internally and externally. Is focused on delivering against business goals to create value. Good understanding of the technical and operational requirements of offering a broad range of fiduciary and administrative services to companies; and Challenges, harnesses, and nurtures the talents of people at all levels within the Client Services team. Disclaimer : Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
