At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow, belong and impact. You'll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you'll belong to your local team, gain global experience, and make a meaningful impact now an
Jan 09, 2026
Full time
At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow, belong and impact. You'll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you'll belong to your local team, gain global experience, and make a meaningful impact now an
Forvis Mazars' Energy, Infrastructure & Environment practice is trusted by the world's leading investors and developers in the sector to deliver a broad range of services. Within this practice, the Infrastructure Finance business unit provides modelling, model audit, valuations, training and advisory services to clients across EMEA and the Americas, from regional hubs in London, Paris, New York, Toronto, Johannesburg and Delhi. Job Purpose To support Partners and Directors in further developing the Advisory and Valuations service lines within Forvis Mazars through the delivery of a high-quality service across a range of clients within the energy & infrastructure sector - acquisitions, valuations, sales, fundraisings, bid advisory and debt raisings. We are now looking for the right person to help drive the business forward. The right person would: Be able to lead advisory and valuation assignments, both through proactive project management and by providing commercial and sector-based direction to a broader team of sector specialists (it is expected that an individual will split their time 50:50 between advisory and valuations assignments, however this may be flexed based on client requirements from time to time). Have excellent client relationship building skills, combining commitment to first-rate client service with the curiosity to understand the client's business and assets. Have first-rate powerpoint skills, report writing skills, combined with natural intellectual curiosity. Be comfortable interpreting, sense-checking and running Excel-based financial models with 3-way financial statements. Be committed to business development as well as project execution. Have significant experience in the energy and infrastructure sector already. The role could be at the Associate Director level or at the Manager level, depending mostly on the candidate's level of experience. At the AD level, we would expect more autonomous client relationships, more business development responsibilities and more leadership within the team. Professional Responsibilities Project Delivery Manage the delivery of advisory engagements. This will include: Preparing transaction documentation - business plans, information memorandum and financial models. Researching and approaching potential buyers / sellers for clients. Taking the day to day lead role in running assignments, typically with a portfolio of assignments at any one time. Project managing aspects of larger transactions and project managing, in full, smaller ones. Building strong working relationships with the client, ensuring any problems or requests are dealt with promptly. Providing clear tactical advice on larger and more complex transactions, under the supervision of more senior team members. Maintaining control and stability under pressure whilst recognising the deadline or urgency to be dealt with. Ensuring that clients are billed according to the agreed billing plans under each engagement. Ensuring that projects are managed in accordance with Mazars' quality and risk procedures. Ensuring budget is set and managed, with appropriate financial management on the jobs. Manage the delivery of valuation engagements. This will include: Producing a project plan and managing other team members to ensure that this plan is delivered. Analysing information received, identifying key valuation issues, raising questions with clients and reflecting these in our valuation conclusions. Reviewing market evidence produced by valuation researchers; sense-checking and adding to this by building a network of contacts and getting informal market feedback on current market conditions. Analysing financial models, ensuring sensitivities are run correctly and reviewing valuation calculations. Report writing and/or reviewing drafts of reports written by team members. Financial management of projects, including financial forecasting, billing and debt collection, and reporting on their progress to the Director/Partner. Ensuring projects are managed in accordance with Mazars' quality and risk procedures. Over time, developing direct relationships with clients, gaining their trust. Leading, coaching and reviewing the work of more junior valuation professionals. People & Product Development Help to develop our client deliverables, processes and our team technically by ensuring that they are properly informed by relevant sector dynamics and a commercial understanding. Acting as a mentor to junior team members: help individuals to achieve their potential through coaching, training and development. Reviewing the work of others and provide informal feedback throughout the fieldwork stage. Help to ensure that our deliverables and other outputs are visually effective and clear. Build broader market relationships and knowledge that will help to ensure that our valuations are up to date and informed by the latest market insights; help to build the culture of the team so that junior team members also become used to doing this. Help to promote a general culture of learning and development across the team from one job to the next. Potential for line management responsibilities for staff in London, Delhi and Pune. Business Development & Broader Team Engagement Develop market intelligence and sector knowledge to prepare for new deal opportunities and pitches. Take lead on proposal documents for new opportunities and help to convert these. Build an external network, developing a strong rapport with both existing and target clients and key market constituents. Support the team in marketing activity as well as building own market profile. Build an internal network within Forvis Mazars (both in the UK and internationally), to maximise the value we bring to clients and opportunities for the firm as a whole. Work as part of an integrated deal advisory offering, working closely with colleagues across Transaction Services, Tax and other advisory teams. Promote Forvis Mazars energy and infrastructure sector knowledge both within the broader teams at Forvis Mazars and to other relevant parts of the firm. Key Requirements The right person is likely to have several years of experience doing deal advisory and valuation work in the energy and infrastructure sector (at least 6 years for the manager role, or 8 years for the associate director role). Strong track record in the energy & infrastructure sector, gained through M&A or financing transactions. Good understanding of the industry, key sector trends and the key players in the market. Demonstrable project management skills and ability to work toward demanding timetables. Strong, proven financial modelling capabilities, including proven knowledge of market standard valuation techniques in the energy and infrastructure sector. Track record of building enduring relationships with clients through repeat work. Ability to interpret and present results, identify issues through sound analysis and application of commercial acumen in all situations. Be a highly pro-active, confident team player with a proven ability to build constructive professional relationships at all levels. Ability to develop self and others, with proven track record of managing junior members of the team (for Manager level). Detailed understanding of engagement and risk processes used in an accountancy firm context, and experience of applying these. Accounting and/or broader finance knowledge, including qualifications such as the ACA or CFA, would be desirable but not essential. Fluency in English both written and verbal is mandatory and fluency in a second EU language is desirable. Self-motivated, ambitious and hard working. Driven by a passion to provide excellent client service and to build a growing business, with a strong team ethic. Excellent written and oral presentation skills. Excellent MS Office skills. About Forvis Mazars Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories. Both member firms share a commitment to providing an unmatched client experience, delivering audit & assurance, tax and advisory services around the world. Together, our strategic vision strives to move our clients, people, industry and communities forward. Through our reach and areas of expertise, we help organisations respond to emerging sustainability issues in the global marketplace including human rights, climate change, environmental impacts and culture. We are one diverse, multicultural, multi-generational team with a huge sense of connection and belonging. This is a place where you can take ownership of your career, get involved, believe in yourself and put your ideas into action. At Forvis Mazars, we empower our people and celebrate individuality. We thrive on teamwork and are agile . click apply for full job details
Jan 08, 2026
Full time
Forvis Mazars' Energy, Infrastructure & Environment practice is trusted by the world's leading investors and developers in the sector to deliver a broad range of services. Within this practice, the Infrastructure Finance business unit provides modelling, model audit, valuations, training and advisory services to clients across EMEA and the Americas, from regional hubs in London, Paris, New York, Toronto, Johannesburg and Delhi. Job Purpose To support Partners and Directors in further developing the Advisory and Valuations service lines within Forvis Mazars through the delivery of a high-quality service across a range of clients within the energy & infrastructure sector - acquisitions, valuations, sales, fundraisings, bid advisory and debt raisings. We are now looking for the right person to help drive the business forward. The right person would: Be able to lead advisory and valuation assignments, both through proactive project management and by providing commercial and sector-based direction to a broader team of sector specialists (it is expected that an individual will split their time 50:50 between advisory and valuations assignments, however this may be flexed based on client requirements from time to time). Have excellent client relationship building skills, combining commitment to first-rate client service with the curiosity to understand the client's business and assets. Have first-rate powerpoint skills, report writing skills, combined with natural intellectual curiosity. Be comfortable interpreting, sense-checking and running Excel-based financial models with 3-way financial statements. Be committed to business development as well as project execution. Have significant experience in the energy and infrastructure sector already. The role could be at the Associate Director level or at the Manager level, depending mostly on the candidate's level of experience. At the AD level, we would expect more autonomous client relationships, more business development responsibilities and more leadership within the team. Professional Responsibilities Project Delivery Manage the delivery of advisory engagements. This will include: Preparing transaction documentation - business plans, information memorandum and financial models. Researching and approaching potential buyers / sellers for clients. Taking the day to day lead role in running assignments, typically with a portfolio of assignments at any one time. Project managing aspects of larger transactions and project managing, in full, smaller ones. Building strong working relationships with the client, ensuring any problems or requests are dealt with promptly. Providing clear tactical advice on larger and more complex transactions, under the supervision of more senior team members. Maintaining control and stability under pressure whilst recognising the deadline or urgency to be dealt with. Ensuring that clients are billed according to the agreed billing plans under each engagement. Ensuring that projects are managed in accordance with Mazars' quality and risk procedures. Ensuring budget is set and managed, with appropriate financial management on the jobs. Manage the delivery of valuation engagements. This will include: Producing a project plan and managing other team members to ensure that this plan is delivered. Analysing information received, identifying key valuation issues, raising questions with clients and reflecting these in our valuation conclusions. Reviewing market evidence produced by valuation researchers; sense-checking and adding to this by building a network of contacts and getting informal market feedback on current market conditions. Analysing financial models, ensuring sensitivities are run correctly and reviewing valuation calculations. Report writing and/or reviewing drafts of reports written by team members. Financial management of projects, including financial forecasting, billing and debt collection, and reporting on their progress to the Director/Partner. Ensuring projects are managed in accordance with Mazars' quality and risk procedures. Over time, developing direct relationships with clients, gaining their trust. Leading, coaching and reviewing the work of more junior valuation professionals. People & Product Development Help to develop our client deliverables, processes and our team technically by ensuring that they are properly informed by relevant sector dynamics and a commercial understanding. Acting as a mentor to junior team members: help individuals to achieve their potential through coaching, training and development. Reviewing the work of others and provide informal feedback throughout the fieldwork stage. Help to ensure that our deliverables and other outputs are visually effective and clear. Build broader market relationships and knowledge that will help to ensure that our valuations are up to date and informed by the latest market insights; help to build the culture of the team so that junior team members also become used to doing this. Help to promote a general culture of learning and development across the team from one job to the next. Potential for line management responsibilities for staff in London, Delhi and Pune. Business Development & Broader Team Engagement Develop market intelligence and sector knowledge to prepare for new deal opportunities and pitches. Take lead on proposal documents for new opportunities and help to convert these. Build an external network, developing a strong rapport with both existing and target clients and key market constituents. Support the team in marketing activity as well as building own market profile. Build an internal network within Forvis Mazars (both in the UK and internationally), to maximise the value we bring to clients and opportunities for the firm as a whole. Work as part of an integrated deal advisory offering, working closely with colleagues across Transaction Services, Tax and other advisory teams. Promote Forvis Mazars energy and infrastructure sector knowledge both within the broader teams at Forvis Mazars and to other relevant parts of the firm. Key Requirements The right person is likely to have several years of experience doing deal advisory and valuation work in the energy and infrastructure sector (at least 6 years for the manager role, or 8 years for the associate director role). Strong track record in the energy & infrastructure sector, gained through M&A or financing transactions. Good understanding of the industry, key sector trends and the key players in the market. Demonstrable project management skills and ability to work toward demanding timetables. Strong, proven financial modelling capabilities, including proven knowledge of market standard valuation techniques in the energy and infrastructure sector. Track record of building enduring relationships with clients through repeat work. Ability to interpret and present results, identify issues through sound analysis and application of commercial acumen in all situations. Be a highly pro-active, confident team player with a proven ability to build constructive professional relationships at all levels. Ability to develop self and others, with proven track record of managing junior members of the team (for Manager level). Detailed understanding of engagement and risk processes used in an accountancy firm context, and experience of applying these. Accounting and/or broader finance knowledge, including qualifications such as the ACA or CFA, would be desirable but not essential. Fluency in English both written and verbal is mandatory and fluency in a second EU language is desirable. Self-motivated, ambitious and hard working. Driven by a passion to provide excellent client service and to build a growing business, with a strong team ethic. Excellent written and oral presentation skills. Excellent MS Office skills. About Forvis Mazars Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories. Both member firms share a commitment to providing an unmatched client experience, delivering audit & assurance, tax and advisory services around the world. Together, our strategic vision strives to move our clients, people, industry and communities forward. Through our reach and areas of expertise, we help organisations respond to emerging sustainability issues in the global marketplace including human rights, climate change, environmental impacts and culture. We are one diverse, multicultural, multi-generational team with a huge sense of connection and belonging. This is a place where you can take ownership of your career, get involved, believe in yourself and put your ideas into action. At Forvis Mazars, we empower our people and celebrate individuality. We thrive on teamwork and are agile . click apply for full job details
At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow , belong and impact . You'll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together click apply for full job details
Jan 08, 2026
Full time
At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow , belong and impact . You'll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together click apply for full job details
At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow , belong and impact . You'll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you'll belong to your local team, gain global experience, and make a meaningful impact now and in the future. About the team After recent growth and winning many new clients across the FinTech, Banking and Capital Markets, General and Life insurance, Lloyd's of London, fund and asset management sectors, we have ambitious targets for the future. Tax is higher than ever on the agenda for our FS clients with ongoing geo-political change and significant tax, regulatory and accounting reforms impacting all sectors across FS. To help our clients navigate the existing complexities and future uncertainties, we are recruiting to develop the team and our capabilities to respond to the market. What You'll Do: We have a newly created Financial Services Tax - Associate Director role (Asset Management) due to the recent success of the Financial Services Tax team. The predominant focus of the role is to drive our growing Asset Management FS Tax practice. You will help to lead our go-to-market offering across the Asset Management sector, managing our business development opportunities and have a key role in helping to drive our wider FS Tax strategy. You will be responsible for managing various teams across FS Tax advisory, compliance and audit of tax engagements. Manage a portfolio of high-quality work for clients and profitable outcomes for the business through use of best practices, technology and alignment with Firm policies. Be a role-model to junior team members in our London office in the delegation and review of work as well as fostering their learning and development. What You'll Bring: Extensive experience in leading a portfolio of FS tax engagements in the Asset Management space across tax advisory services. Keen interest to maintain up-to-date knowledge of broader business tax, international tax, regulatory and tax accounting areas (e.g. OECD Pillar 2 - GloBE). Willingness to take on team management and development roles within the FS Tax team. Broad experience of managing financials on client engagements, setting timetables, delivering on budgets and negotiating fees with clients. Experience of identifying opportunities for business development across FS Tax and other service lines. What We Offer: Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We're united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you'll be empowered to shape your career, contribute your ideas, and make a difference from day one. We embrace individuality and encourage everyone to bring their whole selves to work. Whether you're looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can thrive. Salaries & Benefits: At Forvis Mazars, we pride ourselves on being a fair and competitive employer, we offer a competitive salary which are based on experience and benchmarking. We have an annual performance-based bonus, and regular salary reviews to ensure you are rewarded for your efforts. You'll enjoy hybrid working options, allowing you to maintain a healthy work-life balance, along with clear career progression opportunities that will support your growth. Our comprehensive benefits package includes wellbeing support because we believe in taking care of our people. Does this sound like the kind of place where you can thrive? Location: London Office - Located in 30 Old Bailey, London, EC4M 7AU. Moments from City Thameslink, St Paul's and Farringdon stations. Ideally positioned in the heart of the City of London, near major landmarks and law courts. Ready to Grow , Belong , and Impact ? Apply now and join us at Forvis Mazars!
Jan 08, 2026
Full time
At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow , belong and impact . You'll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you'll belong to your local team, gain global experience, and make a meaningful impact now and in the future. About the team After recent growth and winning many new clients across the FinTech, Banking and Capital Markets, General and Life insurance, Lloyd's of London, fund and asset management sectors, we have ambitious targets for the future. Tax is higher than ever on the agenda for our FS clients with ongoing geo-political change and significant tax, regulatory and accounting reforms impacting all sectors across FS. To help our clients navigate the existing complexities and future uncertainties, we are recruiting to develop the team and our capabilities to respond to the market. What You'll Do: We have a newly created Financial Services Tax - Associate Director role (Asset Management) due to the recent success of the Financial Services Tax team. The predominant focus of the role is to drive our growing Asset Management FS Tax practice. You will help to lead our go-to-market offering across the Asset Management sector, managing our business development opportunities and have a key role in helping to drive our wider FS Tax strategy. You will be responsible for managing various teams across FS Tax advisory, compliance and audit of tax engagements. Manage a portfolio of high-quality work for clients and profitable outcomes for the business through use of best practices, technology and alignment with Firm policies. Be a role-model to junior team members in our London office in the delegation and review of work as well as fostering their learning and development. What You'll Bring: Extensive experience in leading a portfolio of FS tax engagements in the Asset Management space across tax advisory services. Keen interest to maintain up-to-date knowledge of broader business tax, international tax, regulatory and tax accounting areas (e.g. OECD Pillar 2 - GloBE). Willingness to take on team management and development roles within the FS Tax team. Broad experience of managing financials on client engagements, setting timetables, delivering on budgets and negotiating fees with clients. Experience of identifying opportunities for business development across FS Tax and other service lines. What We Offer: Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We're united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you'll be empowered to shape your career, contribute your ideas, and make a difference from day one. We embrace individuality and encourage everyone to bring their whole selves to work. Whether you're looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can thrive. Salaries & Benefits: At Forvis Mazars, we pride ourselves on being a fair and competitive employer, we offer a competitive salary which are based on experience and benchmarking. We have an annual performance-based bonus, and regular salary reviews to ensure you are rewarded for your efforts. You'll enjoy hybrid working options, allowing you to maintain a healthy work-life balance, along with clear career progression opportunities that will support your growth. Our comprehensive benefits package includes wellbeing support because we believe in taking care of our people. Does this sound like the kind of place where you can thrive? Location: London Office - Located in 30 Old Bailey, London, EC4M 7AU. Moments from City Thameslink, St Paul's and Farringdon stations. Ideally positioned in the heart of the City of London, near major landmarks and law courts. Ready to Grow , Belong , and Impact ? Apply now and join us at Forvis Mazars!
Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, with 190 partners. We have a clear purpose and a shared commitment to shape a better future. You'll join a collaborative and inclusive team where you're supported to grow your skills, explore new opportunities, and contribute from day one. You'll work with a diverse client base, develop meaningful connections, and gain experience that extends beyond your local team. Together, we grow , belong and impact . About the team In Financial Services (FS) Risk Consulting, you will join a growing team of relationship driven, strategic thinkers who take pride in the positive impact they can have on society whilst advising the boardrooms of UK and International clients across all sectors. The Team works with clients across the sector including asset & wealth management, banking, and insurance. Primarily, the team provides outsourced and co-sourced internal audit services, however also provides (or supports other teams with the delivery of) a range of risk-based engagements including ISAE & SOX audits, board effectiveness reviews and external quality assessments, to name but a few. About the role As an Associate Director in Internal Audit within the Financial Services Risk Consulting team, you will play a key leadership role in delivering high-quality internal audit and risk assurance services to asset and wealth management clients. You will be responsible for managing complex engagements, driving technical excellence, and supporting the strategic growth of the practice. Key Responsibilities Lead and oversee internal audit engagements across a portfolio of investment management clients, ensuring delivery meets regulatory requirements and industry best practices. Maintain technical quality standards, ensuring all work complies with Forvis Mazars methodologies and professional standards. Act as a trusted advisor to clients, building strong relationships and providing insights on governance, risk management, and control frameworks. Drive business development initiatives, identifying opportunities to expand service offerings and contribute to revenue growth. Manage and develop teams, providing coaching, mentoring, and performance feedback to support career progression and maintain high engagement. Stay ahead of regulatory and industry developments, ensuring clients receive proactive advice on emerging risks and compliance obligations. Collaborate with senior leadership, contributing to strategic planning and thought leadership within the internal audit practice. What are we looking for? Significant experience of providing internal audit to investment management clients. Hold a relevant professional qualification such as ACA, IIA or equivalent. Have a sound technical understanding of FS risks and hot topics. Experience of developing junior staff and mentoring team members. Ability to think creatively, generate innovative ideas, challenge the status quo and deliver work effectively. Strong technical abilities in audit methodologies, combined with strong business acumen. Desire to help grow and develop the department. Diversity, Equity & Inclusion At Forvis Mazars diversity, equity and inclusion are central to our values. We value our people's unique backgrounds, perspectives, and experience, and know this diversity create better outcomes for our clients. We seek to attract, develop, and retain the best talent, inclusive of sex, ethnicity, disability, socio-economic background, sexual orientation, gender identity, nationality, and faith. We select candidates based on skills, knowledge, qualifications, and experience and aim to support all our team members to reach their potential. At Forvis Mazars, we promote an environment in which you can grow your skills, belong to a team that values your ideas, and make an impact that matters.
Jan 08, 2026
Full time
Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, with 190 partners. We have a clear purpose and a shared commitment to shape a better future. You'll join a collaborative and inclusive team where you're supported to grow your skills, explore new opportunities, and contribute from day one. You'll work with a diverse client base, develop meaningful connections, and gain experience that extends beyond your local team. Together, we grow , belong and impact . About the team In Financial Services (FS) Risk Consulting, you will join a growing team of relationship driven, strategic thinkers who take pride in the positive impact they can have on society whilst advising the boardrooms of UK and International clients across all sectors. The Team works with clients across the sector including asset & wealth management, banking, and insurance. Primarily, the team provides outsourced and co-sourced internal audit services, however also provides (or supports other teams with the delivery of) a range of risk-based engagements including ISAE & SOX audits, board effectiveness reviews and external quality assessments, to name but a few. About the role As an Associate Director in Internal Audit within the Financial Services Risk Consulting team, you will play a key leadership role in delivering high-quality internal audit and risk assurance services to asset and wealth management clients. You will be responsible for managing complex engagements, driving technical excellence, and supporting the strategic growth of the practice. Key Responsibilities Lead and oversee internal audit engagements across a portfolio of investment management clients, ensuring delivery meets regulatory requirements and industry best practices. Maintain technical quality standards, ensuring all work complies with Forvis Mazars methodologies and professional standards. Act as a trusted advisor to clients, building strong relationships and providing insights on governance, risk management, and control frameworks. Drive business development initiatives, identifying opportunities to expand service offerings and contribute to revenue growth. Manage and develop teams, providing coaching, mentoring, and performance feedback to support career progression and maintain high engagement. Stay ahead of regulatory and industry developments, ensuring clients receive proactive advice on emerging risks and compliance obligations. Collaborate with senior leadership, contributing to strategic planning and thought leadership within the internal audit practice. What are we looking for? Significant experience of providing internal audit to investment management clients. Hold a relevant professional qualification such as ACA, IIA or equivalent. Have a sound technical understanding of FS risks and hot topics. Experience of developing junior staff and mentoring team members. Ability to think creatively, generate innovative ideas, challenge the status quo and deliver work effectively. Strong technical abilities in audit methodologies, combined with strong business acumen. Desire to help grow and develop the department. Diversity, Equity & Inclusion At Forvis Mazars diversity, equity and inclusion are central to our values. We value our people's unique backgrounds, perspectives, and experience, and know this diversity create better outcomes for our clients. We seek to attract, develop, and retain the best talent, inclusive of sex, ethnicity, disability, socio-economic background, sexual orientation, gender identity, nationality, and faith. We select candidates based on skills, knowledge, qualifications, and experience and aim to support all our team members to reach their potential. At Forvis Mazars, we promote an environment in which you can grow your skills, belong to a team that values your ideas, and make an impact that matters.
The Financial Investors Group at Deloitte is offering an exciting opportunity to work in one of the fastest growing sectors within the Financial Services Industry. This is one of the most dynamic areas of growth and one in which Deloitte are currently making significant investments. We work with the world's leading investment managers across both the traditional and alternative space, offering you the opportunity to expand and develop your own knowledge and skill set by working with large asset managers, hedge funds, large institutional investors, and custodians. Being a trusted advisor and building long term relationships with such clients is key to being successful in this sector. By working closely with Partners and Directors in the group it will allow you to develop and learn how to build such relationships whilst enhancing your own personal portfolio and networks. Deloitte's Investment Management Reporting Group already consists of a team of 35 well-established tax specialists who work exclusively with investment managers. The Group works closely with our UK Audit, Regulatory and Consulting specialists together with teams across 75 countries that are within our global investment management network. This enables us to provide our clients with comprehensive compliance and Advisory services. We support our clients with the development of products and advise on fund tax structuring together with ensuring they meet all reporting, filing and regulatory obligations with the relevant authorities. You will be required to undertake a comprehensive list of duties relating to investor reporting. The different projects that you will be managing will ensure that you are challenged on a daily basis. 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 Our Consultants and Senior Consultants support on fostering strong client relationships, and overseeing the efficient delivery of key aspects of client service. As a Consultant or Senior Consultant you will use your commercial awareness and professional expertise, along with leveraging the skills and expertise of others, to deliver the best possible experience and outcomes for our clients. You will own or manage key elements of a client relationship and, with an appropriate level of support, will be expected to proactively identify tax issues for your clients and pursue new business development opportunities by utilising your networks and market knowledge. You will be a confident team player and enjoy sharing your knowledge and expertise with others, as well as continuing to build your own technical expertise or specialism. Key accountabilities include: Ownership and development of existing client relationships, including cultivation of relationships based on referrals from other parts of the UK and global business. Support senior team members in delivery of a range of compliance and related Advisory services to clients, in addition to developing the technical and operational skill set of junior team members. Work would include: Completion of investor tax reporting Providing advice to UK and international clients on investor tax reporting issues arising from new funds and/or restructuring of existing ranges Ad hoc advisory projects in relation to investor reporting Pro-actively ensuring that all relevant risk procedures are adhered to on engagements, in addition to taking financial responsibility for engagements Having input into client events on both an account and wider team level basis Connect to your skills and professional experience The desire and motivation to advance your career in financial services The ability to manage a portfolio of clients and projects as well as managing junior staff The ability to work closely with clients, applying practical and commercial concepts to technical work The ability to work in a team Strong communication and written skills and The desire to be challenged and stretched UK investor tax reporting experience gained from an in-house role within a financial institution or from an accountancy/legal/advisory firm Knowledge of typical fund structures and the investor reporting implications associated ACA/CTA or equivalent qualification desirable but not required, similarly a working knowledge of reporting requirements in other key jurisdictions (e.g. Austria, Germany, Switzerland, US) would be advantageous 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 "I thoroughly enjoy the opportunities and the people I engage with: they enrich my day immensely. Every week throws up new challenges, new risks to assess, new plans to develop." -Montine, Tax & Legal "At Deloitte we work with some of the world's biggest and most prestigious businesses, because we're recognised for our expertise and insight. Every challenge, issue or opportunity has tax considerations - and so we give insightful and proactive advice to help clients navigate risk, complexity, and business-critical decisions." -Oliver, Tax & Legal Our hybrid working policy You'll be based in Glasgow or 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 prioritise your wellbeing. Please check with your recruiter for the specific working requirements that may apply for your role. Connect to your return to work opportunity Are you looking to return to the workplace after an extended career break? For this role we can offer coaching and support designed for returners to refresh your knowledge and skills, and help your transition back into the workplace after a career break of two years or more. If this is relevant for you, just let your recruiter know when you make your application. 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. . click apply for full job details
Jan 08, 2026
Full time
The Financial Investors Group at Deloitte is offering an exciting opportunity to work in one of the fastest growing sectors within the Financial Services Industry. This is one of the most dynamic areas of growth and one in which Deloitte are currently making significant investments. We work with the world's leading investment managers across both the traditional and alternative space, offering you the opportunity to expand and develop your own knowledge and skill set by working with large asset managers, hedge funds, large institutional investors, and custodians. Being a trusted advisor and building long term relationships with such clients is key to being successful in this sector. By working closely with Partners and Directors in the group it will allow you to develop and learn how to build such relationships whilst enhancing your own personal portfolio and networks. Deloitte's Investment Management Reporting Group already consists of a team of 35 well-established tax specialists who work exclusively with investment managers. The Group works closely with our UK Audit, Regulatory and Consulting specialists together with teams across 75 countries that are within our global investment management network. This enables us to provide our clients with comprehensive compliance and Advisory services. We support our clients with the development of products and advise on fund tax structuring together with ensuring they meet all reporting, filing and regulatory obligations with the relevant authorities. You will be required to undertake a comprehensive list of duties relating to investor reporting. The different projects that you will be managing will ensure that you are challenged on a daily basis. 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 Our Consultants and Senior Consultants support on fostering strong client relationships, and overseeing the efficient delivery of key aspects of client service. As a Consultant or Senior Consultant you will use your commercial awareness and professional expertise, along with leveraging the skills and expertise of others, to deliver the best possible experience and outcomes for our clients. You will own or manage key elements of a client relationship and, with an appropriate level of support, will be expected to proactively identify tax issues for your clients and pursue new business development opportunities by utilising your networks and market knowledge. You will be a confident team player and enjoy sharing your knowledge and expertise with others, as well as continuing to build your own technical expertise or specialism. Key accountabilities include: Ownership and development of existing client relationships, including cultivation of relationships based on referrals from other parts of the UK and global business. Support senior team members in delivery of a range of compliance and related Advisory services to clients, in addition to developing the technical and operational skill set of junior team members. Work would include: Completion of investor tax reporting Providing advice to UK and international clients on investor tax reporting issues arising from new funds and/or restructuring of existing ranges Ad hoc advisory projects in relation to investor reporting Pro-actively ensuring that all relevant risk procedures are adhered to on engagements, in addition to taking financial responsibility for engagements Having input into client events on both an account and wider team level basis Connect to your skills and professional experience The desire and motivation to advance your career in financial services The ability to manage a portfolio of clients and projects as well as managing junior staff The ability to work closely with clients, applying practical and commercial concepts to technical work The ability to work in a team Strong communication and written skills and The desire to be challenged and stretched UK investor tax reporting experience gained from an in-house role within a financial institution or from an accountancy/legal/advisory firm Knowledge of typical fund structures and the investor reporting implications associated ACA/CTA or equivalent qualification desirable but not required, similarly a working knowledge of reporting requirements in other key jurisdictions (e.g. Austria, Germany, Switzerland, US) would be advantageous 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 "I thoroughly enjoy the opportunities and the people I engage with: they enrich my day immensely. Every week throws up new challenges, new risks to assess, new plans to develop." -Montine, Tax & Legal "At Deloitte we work with some of the world's biggest and most prestigious businesses, because we're recognised for our expertise and insight. Every challenge, issue or opportunity has tax considerations - and so we give insightful and proactive advice to help clients navigate risk, complexity, and business-critical decisions." -Oliver, Tax & Legal Our hybrid working policy You'll be based in Glasgow or 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 prioritise your wellbeing. Please check with your recruiter for the specific working requirements that may apply for your role. Connect to your return to work opportunity Are you looking to return to the workplace after an extended career break? For this role we can offer coaching and support designed for returners to refresh your knowledge and skills, and help your transition back into the workplace after a career break of two years or more. If this is relevant for you, just let your recruiter know when you make your application. 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. . click apply for full job details
This is an excellent opportunity to work alongside our established team who will support you to utilise and enhance your advisory and insolvency skills and experience.You will work alongside some of the most experienced practitioners in the field advising the boards, management teams, lenders and shareholders of companies which are underperforming and/or facing any financial stress. Our North team has recently led a number of high profile regional insolvencies (including the Black Sheep Brewery, WN VTech and TXM Plant Administrations), as well as working on complex and challenging advisory assignments We work with a full spectrum of companies from SME to PLC. As a Manager / Associate Director in the team, you will have the opportunity to work and lead on a diverse range of engagements across all sectors, with plenty of responsibility for leading workstreams, managing junior staff and supporting Directors and Senior Managing Directors in client-facing delivery. Key Responsibilities Client service Manage parts of the engagement, including managing junior staff and providing support to the Senior Managing Director/ Director in managing external stakeholders. Providing comprehensive financial restructuring and cash management services to identify working capital and other cash flow improvements. Reviewing and stress-testing integrated business plans, budgeting and forecasting models using a fact-based, data driven approach. Develop, analyse and present Financial Advisory options using input from other teams, e.g. tax analysis, sector and financial modelling. Produce high quality deliverables within planned timescales. Liaise with the company's / lender's legal advisors to understand key aspects of legal documentation and also drive any documentation processes (term sheets, waivers, loan documentation, insolvency sale and trading agreements etc.) Developing and inputting into insolvency strategies. Delivering key aspects of insolvency assignments including trading, sales process, asset realisations, monitoring, reporting and liaising with the insolvency delivery team to ensure all statutory compliance completed. Apply an understanding of engagement economics, financial and risk management. Develops and maintains their own 'distinctive' client relationships. Knowledge acquisition Build client relationship skills, sector knowledge and continue to develop leadership skills. Continue to build technical expertise, broader business advisory and people management skills. Understand the market, topical issues and our Financial Advisory propositions. People and leadership Support practice and talent development. Provide on-job coaching and development to staff. Develop junior staff outside of jobs through appraising and mentoring. Support wider Financial Advisory training initiatives. Manage diverse teams within an inclusive team culture where people are recognised for their contribution. Start to own elements of business development including actively supporting business development activities, building and expending your own contact network and supporting Director/ Senior Managing Director-led marketing and sales activities. Participate in existing business development programmes and key client accounts. Identify opportunities to expand jobs as well as opportunities to provide wider Teneo services to existing clients. Take responsibility for leading marketing initiatives aimed at specific channels to market, or events. Take sector focus responsibilities. Key Skills & Experience Basic Qualifications Qualified accountant (ACA/ACCA or equivalent), both time and exam qualified. Restructuring experience gained either as an advisor within a professional services company, consultancy or bank. Understanding of financial statements and related data to assess historical financial performance and future outlook for client companies and prospects. Good understanding of the restructuring marketplace, its trends, and key players (principals and advisers). Very strong analytical skills, including: business analytics, business planning, short term cash flows, financing options. An understanding of insolvency legislation and practice, with experience working on insolvency assignments. Excellent interpersonal skills. Strong project management skills, with ability to lead teams and develop people. Ability to conduct business in fluent oral and written English is a pre-requisite. The Financial Advisory Team at Teneo Our global Financial Advisory business advises corporates, creditors and other financial stakeholders in all situations - from well-performing to stressed. No two situations are the same, and our advice and approach is tailored to each set of circumstances and client. Teneo guides companies and their stakeholders through periods of uncertainty and stress to create liquidity headroom, reduce costs, improve profitability, turnaround or exit underperforming businesses, assess options, address balance sheet stress, communicate appropriately with all stakeholders, more efficiently run their businesses and, ultimately, deliver certainty from uncertainty. Our expert team also brings market-leading experience in establishing and delivering contingency plans and insolvencies across multiple jurisdictions, providing credible fallback plans to protect value or helping to shape and affect a restructuring. What can we offer you? New joiners are supported by an induction programme. As well as this we offer a whole host of benefits and reward including: 25 days holiday (plus an additional 3 days holiday over Christmas and one day to celebrate DE&I) Discretionary Bonus Scheme Cash benefits package Extensive investment in personal development & learning Enhanced maternity and paternity leave (depending on length of service) and shared parental leave Group Income Protection Life Assurance Cycle to work schemes Regular social, cultural and charitable activities About Teneo Teneo is the global CEO advisory firm. We partner with our clients globally to do great things for a better future. Drawing upon our global team and expansive network of senior advisors, we provide advisory services across our five business segments on a stand-alone or fully integrated basis to help our clients solve complex business challenges. Our clients include a significant number of the Fortune 100 and FTSE 100, as well as other corporations, financial institutions, and organizations. Our full range of advisory services includes strategic communications, investor relations, financial transactions and restructuring, management consulting, physical and cyber risk, organizational design, board and executive search, geopolitics and government affairs, corporate governance, ESG and DE&I. The firm has more than 1,600 employees located in 40+ offices around the world. Start your application for this position.
Jan 05, 2026
Full time
This is an excellent opportunity to work alongside our established team who will support you to utilise and enhance your advisory and insolvency skills and experience.You will work alongside some of the most experienced practitioners in the field advising the boards, management teams, lenders and shareholders of companies which are underperforming and/or facing any financial stress. Our North team has recently led a number of high profile regional insolvencies (including the Black Sheep Brewery, WN VTech and TXM Plant Administrations), as well as working on complex and challenging advisory assignments We work with a full spectrum of companies from SME to PLC. As a Manager / Associate Director in the team, you will have the opportunity to work and lead on a diverse range of engagements across all sectors, with plenty of responsibility for leading workstreams, managing junior staff and supporting Directors and Senior Managing Directors in client-facing delivery. Key Responsibilities Client service Manage parts of the engagement, including managing junior staff and providing support to the Senior Managing Director/ Director in managing external stakeholders. Providing comprehensive financial restructuring and cash management services to identify working capital and other cash flow improvements. Reviewing and stress-testing integrated business plans, budgeting and forecasting models using a fact-based, data driven approach. Develop, analyse and present Financial Advisory options using input from other teams, e.g. tax analysis, sector and financial modelling. Produce high quality deliverables within planned timescales. Liaise with the company's / lender's legal advisors to understand key aspects of legal documentation and also drive any documentation processes (term sheets, waivers, loan documentation, insolvency sale and trading agreements etc.) Developing and inputting into insolvency strategies. Delivering key aspects of insolvency assignments including trading, sales process, asset realisations, monitoring, reporting and liaising with the insolvency delivery team to ensure all statutory compliance completed. Apply an understanding of engagement economics, financial and risk management. Develops and maintains their own 'distinctive' client relationships. Knowledge acquisition Build client relationship skills, sector knowledge and continue to develop leadership skills. Continue to build technical expertise, broader business advisory and people management skills. Understand the market, topical issues and our Financial Advisory propositions. People and leadership Support practice and talent development. Provide on-job coaching and development to staff. Develop junior staff outside of jobs through appraising and mentoring. Support wider Financial Advisory training initiatives. Manage diverse teams within an inclusive team culture where people are recognised for their contribution. Start to own elements of business development including actively supporting business development activities, building and expending your own contact network and supporting Director/ Senior Managing Director-led marketing and sales activities. Participate in existing business development programmes and key client accounts. Identify opportunities to expand jobs as well as opportunities to provide wider Teneo services to existing clients. Take responsibility for leading marketing initiatives aimed at specific channels to market, or events. Take sector focus responsibilities. Key Skills & Experience Basic Qualifications Qualified accountant (ACA/ACCA or equivalent), both time and exam qualified. Restructuring experience gained either as an advisor within a professional services company, consultancy or bank. Understanding of financial statements and related data to assess historical financial performance and future outlook for client companies and prospects. Good understanding of the restructuring marketplace, its trends, and key players (principals and advisers). Very strong analytical skills, including: business analytics, business planning, short term cash flows, financing options. An understanding of insolvency legislation and practice, with experience working on insolvency assignments. Excellent interpersonal skills. Strong project management skills, with ability to lead teams and develop people. Ability to conduct business in fluent oral and written English is a pre-requisite. The Financial Advisory Team at Teneo Our global Financial Advisory business advises corporates, creditors and other financial stakeholders in all situations - from well-performing to stressed. No two situations are the same, and our advice and approach is tailored to each set of circumstances and client. Teneo guides companies and their stakeholders through periods of uncertainty and stress to create liquidity headroom, reduce costs, improve profitability, turnaround or exit underperforming businesses, assess options, address balance sheet stress, communicate appropriately with all stakeholders, more efficiently run their businesses and, ultimately, deliver certainty from uncertainty. Our expert team also brings market-leading experience in establishing and delivering contingency plans and insolvencies across multiple jurisdictions, providing credible fallback plans to protect value or helping to shape and affect a restructuring. What can we offer you? New joiners are supported by an induction programme. As well as this we offer a whole host of benefits and reward including: 25 days holiday (plus an additional 3 days holiday over Christmas and one day to celebrate DE&I) Discretionary Bonus Scheme Cash benefits package Extensive investment in personal development & learning Enhanced maternity and paternity leave (depending on length of service) and shared parental leave Group Income Protection Life Assurance Cycle to work schemes Regular social, cultural and charitable activities About Teneo Teneo is the global CEO advisory firm. We partner with our clients globally to do great things for a better future. Drawing upon our global team and expansive network of senior advisors, we provide advisory services across our five business segments on a stand-alone or fully integrated basis to help our clients solve complex business challenges. Our clients include a significant number of the Fortune 100 and FTSE 100, as well as other corporations, financial institutions, and organizations. Our full range of advisory services includes strategic communications, investor relations, financial transactions and restructuring, management consulting, physical and cyber risk, organizational design, board and executive search, geopolitics and government affairs, corporate governance, ESG and DE&I. The firm has more than 1,600 employees located in 40+ offices around the world. Start your application for this position.
Overview Lubbock Fine is a successful 22 Partner accountancy and tax advisory practice based in the City of London. We are also a founder member of the award-winning global network Russell Bedford International. Continuing our successful organic growth, we plan to expand our team to 200 professionals in 2025. The overarching strategy of the firm at the heart of our success is our vision to 'redefine exceptional'. Now is a perfect time to join us to be part of that success and to help shape the future. We have a diverse range of clients, both within the UK and around the world. Our specialist business desks look after clients in France, Portugal, India, the Middle East and Africa, we have a newly launched German desk and business operations in the Cayman Islands. Our Dubai office, established in 2006, was one of the first to register as auditors with the Dubai Financial Services Authority. Our clients cover an array of sectors including property investment businesses, natural resources, and renewable energy firms, the media & entertainment sector, technology, FCA registered firms, charities and not-for-profit and large funds with up to £4bn in assets. With such a diverse client base our work is both challenging and gratifying and offers our people many opportunities to gain exposure to new industries, or to specialise. We take CSR seriously and are a carbon neutral firm. We are heavily engaged in social mobility and charitable activities giving you the opportunity to give back. Employee wellbeing, flexibility and a quality working environment are at the core of the firm's values. We have an extensive range of benefits. LF understands that everyone will have different long-term personal goals. Consequently, each team member is able to develop a tailored development plan to help them reach their specific career goals. Some of our team members who moved into Industry are now our clients. After a period of time with the firm we offer sabbaticals and international secondments within the RBI network. If you are looking to take your career path all the way to partnership, the path to achieving this will be completely transparent. LF operates a unique 'Path-to-Partner' training and mentoring programme, allowing you to progress from trainee, into management and then Partnership as fast as you are capable of doing so. Our Business Services Team Our Business Services Team has around 35 staff, ranging from Trainee through to Partner. As a member of our Business Services Team, you will be reporting to Managers, Associate Directors and Partners, depending on the assignment. We have an interesting and diverse client base ranging from SMEs, corporate entities, OMBs and funds. Working in the Business Services team, you will become an integral part of the clients' teams as trusted adviser and first point of contact. The main services that we provide are year-end accounts, VAT, cash flow and management accounts. As well as compliance, we help our clients fulfil their ambitious growth plans by providing projections. We have a varied client base operating in a number of different sectors including property, professional services, entertainment and hospitality, leisure, PR, IT and technology. Start-up companies are an interesting and rapidly growing section of our client base. In addition to assisting entrepreneurial businesses with the initial set-up of their business, we help them with their ongoing financial planning as well as finding suitable finance and investors. Job Description You will be responsible for a range of clients preparing management accounts, VAT returns, statutory accounts and a range of ad hoc reporting across a range of industry sectors You will prepare often complex and bespoke management accounts You will carry out bookkeeping review using a range of accounting software prepared by clients or junior members of staff You will supervise and review staff output and provide guidance to junior members of the team You will have constant interaction with the team and business services partners including those from other business units within LF You will be the main point of contact for your clients You will receive training, feedback and development from an exceptional team of practitioners as well as international advisory exposure to clients What we will offer in return A competitive salary as well as a fully comprehensive range of benefits to include: Smart Working with core hours from 10am to 4pm Discretionary bonus scheme 2% bonus at Christmas 4 or 5% pension (matched) Private Medical insurance Dental insurance Interest free season ticket loan Enhanced Maternity, Paternity & Shared Parental Leave packages Flexible benefits: including healthcare assessments, cycle to work, health cash plan etc Employee assistance programme Fresh fruit and snacks in the office every week Massage Angels Quarterly Annual away day and Christmas party as well as numerous other socials Annual wellbeing calendar with free seminars, freebies, lunch & learns A supportive working environment where development and progression are actively encouraged! All applications are treated in the greatest confidence.
Jan 01, 2026
Full time
Overview Lubbock Fine is a successful 22 Partner accountancy and tax advisory practice based in the City of London. We are also a founder member of the award-winning global network Russell Bedford International. Continuing our successful organic growth, we plan to expand our team to 200 professionals in 2025. The overarching strategy of the firm at the heart of our success is our vision to 'redefine exceptional'. Now is a perfect time to join us to be part of that success and to help shape the future. We have a diverse range of clients, both within the UK and around the world. Our specialist business desks look after clients in France, Portugal, India, the Middle East and Africa, we have a newly launched German desk and business operations in the Cayman Islands. Our Dubai office, established in 2006, was one of the first to register as auditors with the Dubai Financial Services Authority. Our clients cover an array of sectors including property investment businesses, natural resources, and renewable energy firms, the media & entertainment sector, technology, FCA registered firms, charities and not-for-profit and large funds with up to £4bn in assets. With such a diverse client base our work is both challenging and gratifying and offers our people many opportunities to gain exposure to new industries, or to specialise. We take CSR seriously and are a carbon neutral firm. We are heavily engaged in social mobility and charitable activities giving you the opportunity to give back. Employee wellbeing, flexibility and a quality working environment are at the core of the firm's values. We have an extensive range of benefits. LF understands that everyone will have different long-term personal goals. Consequently, each team member is able to develop a tailored development plan to help them reach their specific career goals. Some of our team members who moved into Industry are now our clients. After a period of time with the firm we offer sabbaticals and international secondments within the RBI network. If you are looking to take your career path all the way to partnership, the path to achieving this will be completely transparent. LF operates a unique 'Path-to-Partner' training and mentoring programme, allowing you to progress from trainee, into management and then Partnership as fast as you are capable of doing so. Our Business Services Team Our Business Services Team has around 35 staff, ranging from Trainee through to Partner. As a member of our Business Services Team, you will be reporting to Managers, Associate Directors and Partners, depending on the assignment. We have an interesting and diverse client base ranging from SMEs, corporate entities, OMBs and funds. Working in the Business Services team, you will become an integral part of the clients' teams as trusted adviser and first point of contact. The main services that we provide are year-end accounts, VAT, cash flow and management accounts. As well as compliance, we help our clients fulfil their ambitious growth plans by providing projections. We have a varied client base operating in a number of different sectors including property, professional services, entertainment and hospitality, leisure, PR, IT and technology. Start-up companies are an interesting and rapidly growing section of our client base. In addition to assisting entrepreneurial businesses with the initial set-up of their business, we help them with their ongoing financial planning as well as finding suitable finance and investors. Job Description You will be responsible for a range of clients preparing management accounts, VAT returns, statutory accounts and a range of ad hoc reporting across a range of industry sectors You will prepare often complex and bespoke management accounts You will carry out bookkeeping review using a range of accounting software prepared by clients or junior members of staff You will supervise and review staff output and provide guidance to junior members of the team You will have constant interaction with the team and business services partners including those from other business units within LF You will be the main point of contact for your clients You will receive training, feedback and development from an exceptional team of practitioners as well as international advisory exposure to clients What we will offer in return A competitive salary as well as a fully comprehensive range of benefits to include: Smart Working with core hours from 10am to 4pm Discretionary bonus scheme 2% bonus at Christmas 4 or 5% pension (matched) Private Medical insurance Dental insurance Interest free season ticket loan Enhanced Maternity, Paternity & Shared Parental Leave packages Flexible benefits: including healthcare assessments, cycle to work, health cash plan etc Employee assistance programme Fresh fruit and snacks in the office every week Massage Angels Quarterly Annual away day and Christmas party as well as numerous other socials Annual wellbeing calendar with free seminars, freebies, lunch & learns A supportive working environment where development and progression are actively encouraged! All applications are treated in the greatest confidence.
Private Client Tax Associate Director - Partnerships Liverpool, United Kingdom Private Client Tax Associate Director - Partnerships Make an Impact within our Private Client Tax Partnerships team at RSM UK Our Private Client Partnerships team work with individuals, trustees, partnerships, sole traders and family businesses in managing their tax affairs both on the compliance side and in relation to additional advisory matters. We work closely with colleagues across the firm to provide a joined-up service to owner managed businesses and family offices combining expertise in accounting, audit and all relevant taxes. As an Associate Director within the Private Client Tax team, specialising in Partnerships Tax in London, you will take a strategic and commercial approach to managing and developing client relationships and leading exciting and varied advisory projects. You will ensure a high-quality service to a range of clients whilst managing a team, inclusive of reviewing work, providing training and development in conjunction with our Talent Development Team, workforce planning, and maintaining a positive and inclusive culture, in line with RSM values. You will work with the partner and other colleagues on a variety of planning projects and technical assignments and be involved in business development opportunities. You'll make an impact by: Actively maintaining existing client relationships, whilst acting as the first contact for potential and new clients; generating and converting work with the support of Directors and Partners. Leading advisory and technical projects. Collaborating with partners to help develop new business within the team and build on existing relationships. Playing an active role in developing the junior members of the team. Building relationships with all other departments to ensure all potential client needs are identified and serviced. Briefing junior staff on the client's business and the pre-assignment instructions; supervising and controlling the completion of work; and undertaking 'on the job' training where necessary. 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: CTA and/or ACA qualified, or suitably qualified-by-experience. Strong understanding and practical experience of the tax issues relating to a range of private clients. Proven experience in client handling and project management. Ability to lead advisory projects resulting in high quality reports within budget. Excellent communication and interpersonal skills. Experience managing a portfolio of personal tax compliance and advisory projects whilst being confident at developing and maintaining relationships internally and externally. An interest in mentoring and developing junior members of staff. 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). Lifestyle, Health, and Wellbeing including financial wellbeing benefits such as financial tools, electric car scheme and access to a virtual GP. Access to a suite of 300+ courses on demand developed by our inhouse Talent Development team. Working here Thousands of personalities make up RSM and we believe the power of being you, is the power of being understood. Every member of our team brings unique insights and a passion for the middle market companies we champion. As one of the world's largest networks of audit, tax and consulting firms, we deliver the big ideas and services that help middle market organisations thrive. Our global network spans more than 120 countries, but our passion is always the same: to help our clients move forward with confidence. At RSM, we care about our people, it's what shapes us. No two people are the same, which is why our approach is tailored to their specific needs, beyond the nine-to-five. The UK group of companies and LLPs trading as RSM is a member of the RSM network. RSM is the trading name used by the members of the RSM network. Each member of the RSM network is an independent accounting and consulting firm which practises in its own right. The RSM network is not itself a separate legal entity in any jurisdiction. Read more
Jan 01, 2026
Full time
Private Client Tax Associate Director - Partnerships Liverpool, United Kingdom Private Client Tax Associate Director - Partnerships Make an Impact within our Private Client Tax Partnerships team at RSM UK Our Private Client Partnerships team work with individuals, trustees, partnerships, sole traders and family businesses in managing their tax affairs both on the compliance side and in relation to additional advisory matters. We work closely with colleagues across the firm to provide a joined-up service to owner managed businesses and family offices combining expertise in accounting, audit and all relevant taxes. As an Associate Director within the Private Client Tax team, specialising in Partnerships Tax in London, you will take a strategic and commercial approach to managing and developing client relationships and leading exciting and varied advisory projects. You will ensure a high-quality service to a range of clients whilst managing a team, inclusive of reviewing work, providing training and development in conjunction with our Talent Development Team, workforce planning, and maintaining a positive and inclusive culture, in line with RSM values. You will work with the partner and other colleagues on a variety of planning projects and technical assignments and be involved in business development opportunities. You'll make an impact by: Actively maintaining existing client relationships, whilst acting as the first contact for potential and new clients; generating and converting work with the support of Directors and Partners. Leading advisory and technical projects. Collaborating with partners to help develop new business within the team and build on existing relationships. Playing an active role in developing the junior members of the team. Building relationships with all other departments to ensure all potential client needs are identified and serviced. Briefing junior staff on the client's business and the pre-assignment instructions; supervising and controlling the completion of work; and undertaking 'on the job' training where necessary. 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: CTA and/or ACA qualified, or suitably qualified-by-experience. Strong understanding and practical experience of the tax issues relating to a range of private clients. Proven experience in client handling and project management. Ability to lead advisory projects resulting in high quality reports within budget. Excellent communication and interpersonal skills. Experience managing a portfolio of personal tax compliance and advisory projects whilst being confident at developing and maintaining relationships internally and externally. An interest in mentoring and developing junior members of staff. 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). Lifestyle, Health, and Wellbeing including financial wellbeing benefits such as financial tools, electric car scheme and access to a virtual GP. Access to a suite of 300+ courses on demand developed by our inhouse Talent Development team. Working here Thousands of personalities make up RSM and we believe the power of being you, is the power of being understood. Every member of our team brings unique insights and a passion for the middle market companies we champion. As one of the world's largest networks of audit, tax and consulting firms, we deliver the big ideas and services that help middle market organisations thrive. Our global network spans more than 120 countries, but our passion is always the same: to help our clients move forward with confidence. At RSM, we care about our people, it's what shapes us. No two people are the same, which is why our approach is tailored to their specific needs, beyond the nine-to-five. The UK group of companies and LLPs trading as RSM is a member of the RSM network. RSM is the trading name used by the members of the RSM network. Each member of the RSM network is an independent accounting and consulting firm which practises in its own right. The RSM network is not itself a separate legal entity in any jurisdiction. Read more
