28 jobs found

Tax & Trusts Administrator - Hull - c£60,000 We are proud to be working in partnership with a highly successful and well-established legal firm seeking to appoint an experienced Tax & Trusts Administrator to join their respected Wills, Estates & Tax Planning team.This is an excellent opportunity for a technically strong tax professional looking to take ownership of a varied and rewarding caseload within a progressive and growing firm. The role offers genuine autonomy, high-quality work, and long-term career prospects. The position can be based across multiple offices in Lincolnshire and Yorkshire, offering flexibility depending on your location. The Role You will manage a diverse portfolio of individuals, trusts, and estates, ensuring full compliance while providing expert support to colleagues and clients. Managing tax compliance obligations for individuals, trusts, estates, and partnerships Preparing Self-Assessment and Capital Gains Tax returns Preparing Inheritance Tax returns, including 10-year anniversary charges and exit charges Producing annual trust accounts and overseeing ongoing trust administration Registering and maintaining trust and estate records on HMRC's Trust Registration Service (TRS) Liaising with trustees, beneficiaries, investment managers, and other professional advisers This is a role that offers responsibility and visibility within the wider private client team. The Candidate A minimum of 5 years' experience in tax compliance Strong technical knowledge of trust taxation and relevant legislation The ability to manage their own caseload independently Excellent organisational skills and attention to detail Professional and confident communication skills Applicants may come from accountancy practice, legal practice, or a specialist tax background. The Opportunity You will be joining a firm with a strong regional presence, an excellent reputation, and a supportive, collaborative culture. In return, you can expect a competitive salary, very attractive benefits package, and genuine scope for progression.If you are interested in this Tax & Trusts Administrator role, please apply now. Chase and Holland acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. We specialise in Finance, Supply Chain, HR and IT recruitment and comfortably service Yorkshire, Derbyshire, Nottinghamshire, Leicestershire, Staffordshire and Lincolnshire marketplaces.

NXTGEN is delighted to be working closely with a highly respected Accountancy Firm in Norwich to recruit a Trust & Estates Manager into their growing Private Client Tax team. This is a brilliant opportunity for someone ready to step up into management, or for an experienced manager looking for a fresh challenge where they can truly make the role their own and play a key part in shaping the future of the team, portfolio, and wider office. This Trust & Estates Manager position offers genuine scope to influence, lead, and develop. You'll work closely with Partners and senior colleagues on a varied and high-quality client base, supporting medium and high-net-worth individuals across all aspects of trust and estate planning, administration, and compliance. The firm has a strong reputation for technical excellence while maintaining a personable, client-first approach. As Trust & Estates Manager, you'll take ownership of a diverse portfolio and act as a trusted advisor to trustees and families, delivering clear, thoughtful advice while identifying opportunities to add long-term value. You'll also play an important role in driving the continued growth of the trust offering and supporting the development of more junior team members. Key Responsibilities: Managing a portfolio of trusts and estates, overseeing administration and ongoing compliance Reviewing annual trust accounts and trust tax returns Advising on income tax, capital gains tax, and inheritance tax matters Preparing and submitting TRS, FATCA, and CRS returns Acting as a key point of contact for clients, ensuring clear and timely communication Supporting business development and the promotion of trust and tax services Managing fees, billing, and work in progress effectively Contributing positively to the firm's values, culture, and collaborative working environment What this Trust & Estates Manager needs: At least three years' experience in personal tax and trust administration within a practice environment Experience preparing trust accounts, trust tax returns, and inheritance tax accounts CTA or STEP qualified and/or ACA / ACCA qualified Strong knowledge of private client tax and trust legislation Able to balance technical excellence with a warm, client-focused approach What's on Offer: Competitive salary and benefits package Ongoing professional development and further study support Clear progression opportunities within the firm Hybrid working The chance to genuinely shape and grow a specialist service line If you're an experienced Trust & Estates Manager, or ready to take that next step into management within a firm whose employees and clients are at the heart of what they do, this is a standout opportunity to build something meaningful while advancing your career. Please get in touch with Annie to find out more information. Salary is dependant on experience.

Tunbridge Wells, United Kingdom Posted on 22/01/2026 TPF Recruitment is recruiting for a Private Client Tax Senior Manager on behalf of a fantastic large, top 10, Kent based firm of chartered accountants. This is a fantastic career opportunity for a Private Client Tax Senior Manager to join a highly reputable accountancy practice in an autonomous and exciting career. You can be based in multiple locations across Kent. Our client is a highly reputable and well known top 10 firm of chartered accountants based in Kent with offices across the UK and a national, and international reach. They have a fantastic reputation, excellent culture and have seen significant growth over the last 5 years. They are now looking for a Private Client Senior Manager to join their team in a highly rewarding position. They prioritise their staff's welfare and offer a great flexible working environment. Joining the firm as a Private Client Tax Senior Manager, with a clear path to progress, you will deliver personal tax and advisory services to a wide ranging client base of directors of owner-managed businesses, property clients, wealthy individuals and private clients. You will be supported by a medium size, and very experienced tax team. You will take a client facing position, overseeing the provision of advisory services across a wide spectrum of personal tax issues, IHT, CGT, trusts estates etc. You will lead and influence your team and look to drive the development of the private client tax services in this leading Top1firm. You will be responsible for developing client relationships, maintaining and bringing in new business to bolster the businesses private client offering, and play a lead role in the growth and development of the Kent office's private client offering. Requirements ATT and CTA, ACA, ACCA or STEP qualified Previous experience operating at a senior level within Private Client Tax Proven experience in client handling - ability to provide a high level of client relationship that is vital to this role Proven tax experience in producing high quality work on complex UK private client matters, within budget Tax experience from a practice background would be a distinct advantage preferably within a top 100/ large independent firm Private Client Tax Senior Manager -Top 10 Accountants in Tunbridge Wells Private medical insurance Life assurance Pension contribution Generous holiday package Option to purchaseadditional holiday Shared parental leave Please apply for the vacancyor contact Tristan Finch for a confidential conversation regarding thisposition, and similar opportunities.

Tax specialists Taylor Rose Recruitment have just been instructed on a fantastic Private Client Tax Manager or Senior Manager opportunity on behalf of our client in Staffordshire. Working with an entrepreneurial private client portfolio including HNWIs, Directors, Business Owners, Trusts and Estates, involving a mixture of tax advisory, compliance and ad hoc project work 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: We are looking for a dedicated and experienced Personal Tax Assurance/Compliance Manager to join our Private Client Tax Team in Leeds. The successful candidate will be responsible for managing and delivering high-quality tax compliance and assurance services to a diverse portfolio of clients, including individuals, partnerships, business owner-managers, and trustees. We are also open to speaking with Senior Associates/Assistant Managers looking to step up into a Manager level position. What You'll Do: AsaPrivateClientTaxAssurance/Compliance Manageryouwill: Provide comprehensive tax compliance and assurance services to individuals, partnerships, trusts, and estates. Review personal, trust and partnership tax returns and other necessary forms to ensure clients meet all their tax obligations. Develop, maintain, and own client relationships, spotting opportunities for tax advice. Manage and mentor junior tax staff, providing guidance and support to enhance their professional development. Ensuring WIP analysis and billing are kept up to date What You'll Bring: Minimum of 5 years of experience in personal tax compliance or assurance Professional qualification such as ACA, ACCA, CTA, or equivalent. Excellent communication and interpersonal skills, with the ability to build and maintain client relationships. Proficiency in tax software (CCH) and Microsoft Office applications. 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: Leeds Office Located in 3 Wellington Place, 5th Floor, Leeds, LS1 4AP. Just a 10-minute walk from Leeds Station. Positioned in a modern business quarter with excellent amenities and green spaces. Ready to Grow, Belong, and Impact? Apply now and join us at Forvis Mazars! JBRP1_UKTJ

Tier 1 - Tax and Trusts Manager Location: Central London - hybrid Salary: DOE Join a Top-tier Legal 500 firm in London dealing with complex trusts and tax structures. RESPONSIBILITIES Managing a varied and technically complex portfolio of UK and offshore trusts, estates and private wealth structures, ensuring efficient administration and compliance Advising on UK tax implications for trusts and high-net-worth individuals, including IHT, CGT and income tax planning opportunities Overseeing trust accounts, tax returns and reporting obligations, liaising with external advisers and fiduciaries where required Supporting partners and senior lawyers on sophisticated wealth structuring, succession planning and multi generational family governance matters Acting as a key point of contact for trustees, beneficiaries and family offices, delivering clear and commercially focused advice Collaborating closely with legal, tax, family and corporate specialists to provide an integrated private wealth service Driving proactive matter management, including budgeting, WIP control and achievement of financial targets Contributing to business development, client relationship management and thought leadership within the private wealth and fiduciary space Supervising and mentoring junior team members and assisting with workflow management and technical development ABOUT YOU CTA / STEP qualified (or equivalent) with substantial experience in trust taxation and private wealth gained within a leading professional services or legal environment Strong technical expertise across UK trust taxation, estate administration and fiduciary accounting, with exposure to international structures Experience advising high-net-worth individuals, trustees, family offices and entrepreneurial families Commercially minded with excellent organisational skills and a proactive approach to client service and relationship management Confident communicator with the ability to translate complex tax issues into practical guidance A collaborative team player with experience supervising junior professionals BENEFITS Competitive salary with discretionary bonus Hybrid working model with genuine flexibility and agile culture Generous annual leave entitlement with additional festive closure Private medical insurance and comprehensive wellbeing support Enhanced pension contribution and life assurance Ongoing professional development with support for STEP, CTA and specialist training Exposure to high-quality international work within a collaborative private wealth platform Clear progression pathway within a well-resourced and growing team Strong administrative, accounting and knowledge support infrastructure If this sounds like the right opportunity for you, apply today or contact me using the details below for a confidential conversation: E: P:

A Top-tier Legal 500 firm in Central London is seeking a Tax and Trusts Manager to manage a complex portfolio of trusts and estates. The ideal candidate should be CTA / STEP qualified with strong expertise in UK trust taxation and experience advising high-net-worth individuals. The role offers a competitive salary, hybrid working flexibility, and a supportive team environment focused on professional development. If you have a passion for private wealth and fiduciary services, apply now.

Private Client Tax Associate Director Top 10 Accountancy Firm, Manchester or Leeds £55,000 - £95,000 + Benefits + Bonus Growing Top 10 Accountancy Firm in Manchester & Leeds Private Client hires at Senior Manager & Associate Director level High-level technical private client tax advisory work I'm currently working with a leading Top 10 Accountancy firm in the North who are looking to grow their private client advisory team across the North. This is an incredible opportunity to join one of the UKs most well known firms in the private client space. Your new role as a Private Client Associate Director or Senior Manager: Provide bespoke tax planning and advisory services to high-net-worth individuals (HNWIs), entrepreneurs, business owners, and family offices. Advise on complex personal tax matters including residence and domicile, inheritance tax (IHT), capital gains tax (CGT), trusts, and estate planning. Build and maintain strong client relationships, acting as a trusted advisor and first point of contact for tax-related queries. Help run, manage and take support with leadership of the private client team in the North Identify opportunities for additional services and cross-sell across the firm . What you'll need to be successful: ACA, CTA, ACCA or ATT qualified Experience providing high level private client tax advisory services in the UK Experience running and managing a portfolio of clients Managing experience running and team as well as helping to develop and coach juniors. Want to find out more about this role? Give Sam Minor a call on or email at 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.

Tier 1 - Tax and Trusts Manager Location: Central London - hybrid Salary: DOE Join a Top-tier Legal 500 firm in London dealing with complex trusts and tax structures. RESPONSIBILITIES -Managing a varied and technically complex portfolio of UK and offshore trusts, estates and private wealth structures, ensuring efficient administration and compliance -Advising on UK tax implications for trusts and high-net-worth individuals, including IHT, CGT and income tax planning opportunities -Overseeing trust accounts, tax returns and reporting obligations, liaising with external advisers and fiduciaries where required -Supporting partners and senior lawyers on sophisticated wealth structuring, succession planning and multi-generational family governance matters -Acting as a key point of contact for trustees, beneficiaries and family offices, delivering clear and commercially focused advice -Collaborating closely with legal, tax, family and corporate specialists to provide an integrated private wealth service -Driving proactive matter management, including budgeting, WIP control and achievement of financial targets -Contributing to business development, client relationship management and thought leadership within the private wealth and fiduciary space -Supervising and mentoring junior team members and assisting with workflow management and technical development ABOUT YOU -CTA / STEP qualified (or equivalent) with substantial experience in trust taxation and private wealth gained within a leading professional services or legal environment -Strong technical expertise across UK trust taxation, estate administration and fiduciary accounting, with exposure to international structures -Experience advising high-net-worth individuals, trustees, family offices and entrepreneurial families -Commercially minded with excellent organisational skills and a proactive approach to client service and relationship management -Confident communicator with the ability to translate complex tax issues into practical guidance -A collaborative team player with experience supervising junior professionals BENEFITS -Competitive salary with discretionary bonus -Hybrid working model with genuine flexibility and agile culture -Generous annual leave entitlement with additional festive closure -Private medical insurance and comprehensive wellbeing support -Enhanced pension contribution and life assurance -Ongoing professional development with support for STEP, CTA and specialist training -Exposure to high-quality international work within a collaborative private wealth platform -Clear progression pathway within a well-resourced and growing team -Strong administrative, accounting and knowledge support infrastructure If this sounds like the right opportunity for you, apply today or contact me using the details below for a confidential conversation: E: removed) P: (phone number removed)

TPF Recruitment is recruiting for a fantastic firm of chartered accountants based in Sittingbourne who are looking for a Personal Tax Semi Senior to join their team. This will be a personal tax focused position, where you will support the Tax Manager with all compliance tax matters and have the opportunity to support on advisory work too! There is fantastic support, training and growth on offer, and this is an excellent opportunity to be part of a fast growing accountancy practice. Tax computations for a portfolio of private clients (including individuals, sole traders, partnerships and trusts) Supporting the Partners with advisory work across CGT, IHT, Trusts, Estates etc. Liaising with other offices/departments as required Dealing with HMRC as required by email, letter and telephone Liaising with clients as and when required Preparing form P11Ds Ensuring clients are advised of impending deadlines. Assisting junior members of staff as required. Requirements You will be AAT or ATT/ ACA/ ACCA part qualified, or qualified by experience with at least 1-3 years experience working within an accountancy practice environment or personal tax position. You will have experience of preparing tax returns for Manager or Partner review and have experience of relevant tax computation software. Benefits 28,000 - 40,000 dependent on experience and background, negotiable. A highly competitive benefits package is also on offer. Please apply for the vacancy or contact Tristan Finch via LinkedIn or our website for a confidential conversation. (phone number removed) (url removed)

Our Company & Trust Services client are seeking a Client Accounts Manager to prepare trust and company accounts and oversee the day-to-day running of the client accounts team. The Client Accounts Manager will be responsible for: Preparation and review of trust and company financial statements in accordance with applicable accounting standards Oversight of bookkeeping for trust and corporate structures Consideration of accounting implications of transactions and complex structures Liaison with internal trust administrators, tax advisers, auditors, and external professional advisers Assisting with audits and responding to audit queries Review of management accounts and financial reports, where required Co-ordination and management of day-to-day workflow, task allocation, and deadlines within the Client Accounting Team Supervision, mentoring, and technical support of team members Reviewing work to ensure accuracy, completeness, and quality standards Monitoring team performance against agreed KPIs, quality standards, and service level expectations Identifying training and development needs within the team Driving continuous improvement in processes and controls Maintaining robust financial controls and procedures Ensuring accurate record keeping and data integrity Identifying and escalating technical or risk issues where appropriate Supporting internal and external audit processes The ideal candidate for the role of Client Accounts Manager will have: - Technical experience in preparing Isle of Man trust and company accounts - Ability to interpret financial information and assess transaction implications - Strong interpersonal and communication skills (written and verbal) - Ability to produce high-quality work to strict deadlines - Strong organisational skills and ability to manage competing priorities - Ability to work independently and exercise professional judgement - Proficiency in Microsoft Office (particularly Excel) and relevant accounting software - Current technical accountancy knowledge including up to date knowledge of UK GAAP and FRS 102 - Strong knowledge and experience in Isle of Man trust and company accounts preparation - Ability to assess and advise on the accounting implications of complex transactions - Understanding of different types of trusts and corporate entities Desirable: - Are Qualified (ACA or ACCA) - Awareness of regulatory and fiduciary obligations within an Isle of Man TCSP environment - Experience of working in a trust, fiduciary, or private client environment - Demonstrable experience managing or supervising a team - Exposure to multi-jurisdictional structures - Experience of dealing with auditors and tax advisers

Head Of Development Reporting to - CEO Department - Development Direct reports - Events and Business Development Manager, Development Executive, Membership officer(P/T) Contract Type - Permanent/full time., part time/flexible working may be considered. To apply please go to; The Role The Head of Development is responsible for delivering our development strategy that will secure the long-term future of the charity by achieving significant levels of fundraising, securing major gifts and grants from trusts and foundations, securing financial support from corporate partners, sponsors, donors and from commercial events. As a senior manager they will lead on fundraising for capital development, creative engagement and education work delivered through Lighthouse Academy, artistic projects, Lighthouse 50th Birthday programme as well as supporting core costs. They will lead, inspire, support and mentor the fundraising team, and support the organisation to embed the development function within the day-to-day operations. Main Responsibilities Deliver the development strategy which will achieve fundraising targets for both reserved and unreserved income to support the work of Lighthouse. Adapt the strategy when necessary and incorporate new potential income streams as appropriate. Develop and deliver funding campaigns to achieve project, revenue and capital fundraising targets Create strategies and campaigns to create pipelines, attract prospects, and oversee the process delivery. Working to a regularly updated trusts strategy, write and submit applications to support capital, project and core needs. Take responsibility for the timely reporting process to trusts after receiving grants. Develop and maintain a range of relationships with the corporate sector, trusts and foundations, individual donors, to develop and expand sources of investment in Lighthouse. Manage and mentor the Development team and work closely with all departments to achieve development goals. Strategy Working closely with the CEO and the Head of Finance, take responsibility for delivering, developing, monitoring and reporting on an ambitious fundraising strategy. Be responsible for creating targets for each income stream to achieve the overall developmental target. Continually monitor these, create new initiatives, and support the team to ensure success, or reforecast and report any variation to the Head of Finance and CEO. Support the CEO and Board in embedding the organisation's strategy culturally within the organisation, ensuring that all levels of the organisation can have a meaningful impact on the delivery of the strategy. Leadership and Management Play a key role in the organisation as a member of the Senior Management Team, contributing to and shaping the organisation strategy and direction. Provide leadership to the Development team, mentoring and line managing them to achieve fundraising goals in support of the company's vision. Liaise with organisation-wide teams to ensure fundraising is integrated into other ongoing activities i.e. ticket sales, PR, media coverage, visitor access, conferencing facilities. Help create an environment where members of staff are enabled to work safely and to their full potential and where audiences and artists feel welcomed and stimulated. Lead on developing key external business relationships. Oversee contractual arrangements for staff within the Development department. Work with the Trustees to build the fundraising capacity of the Board and engage and support board trustees in relevant fundraising initiatives. Prepare reports and make presentations for the Board as required. Conduct monthly 121s and annual staff appraisals with direct reports. Development Develop, communicate, and work to a clear action plan and fundraising pipeline. Plan, coordinate and project-manage the preparation of funding bids and proposals across the organisation. Write funding bids to a high professional level, presenting the venue with flair and professionalism. Oversee and support the writing of funding applications from others in the organisation. Actively seek sponsorship for strands of the artistic programme and capital developments. Make and present appeals to prospects where appropriate - individually and alongside appropriate personnel from the relevant teams. Manage on-going information flow with regards to progress with prospects and donors. Maintain relationships with current donors and grant-giving partners through an exceptional stewardship programme. Ensure CRM systems are maintained and comply with GDPR. Utilise the data base (Spektrix) effectively. Develop a system for identifying, researching, building and managing relationships with potential major donors. Establish, support, co-ordinate and manage the work of any Development Working Groups and/or committee/s. Ensure all the necessary policies, procedures and systems for successful fundraising are in place and kept regularly up to date. Lead on insight & evaluation reporting for funders and the organisation, ensuring comprehensive data collection and evaluation. Report on performance quarterly, evaluating and controlling deadlines and targets. Communications Ensure exceptional communication with all donors and that stewardship plans for corporate partners, trusts and foundations, major donors and members are implemented. Work closely with the Head of Audiences and the Marketing & Communications team to develop relevant promotional material for development activity and impact. Promote and advocate the work of the venue both internally and to key stakeholders, audiences and the wider theatre and music industry. Represent the organisation at internal and external meetings when appropriate. Prepare internal & external funding reports; monitor and report on fundraising progress, analysing results to inform future strategies. Financial Ensure that fundraising and sponsorship income targets are achieved, and expenditures remain within agreed budgets. Be accountable for implementing the agreed business and financial objectives for the Development department. Manage the department expenditure budget. Comply with the company's financial, management and monetary procedures. Ensure that effective systems are employed for tax-efficient giving, gift management and accounting and to produce clear financial reports. Ensure all tax/VAT issues regarding gifts/ benefits are aligned with current HMRC regulations. General Attend evening and weekend events as required. Represent the company at all times and show leadership within the organisation. Operate in line with the Institute of Fundraising Codes of Practice. Person Specification Essential skills and experience At least 10 years' experience and a demonstrable track record of raising significant funding income. Experience of fundraising in an Arts environment. Proven entrepreneurial skills in reaching or exceeding personal targets. Proven experience of planning and implementing successful development campaigns and effective customer relationship management. Knowledge of a broad range of development initiatives including corporate sponsorship, corporate schemes, Trusts & Foundations, Friends schemes, HNWI stewarding, individual giving, direct mail campaigns and income-generating events. Planning Knowledge and proven experience of implementing and reporting on strategic and operational development plans. Communication Exceptional oral, written, presentation skills. Strong negotiation skills, tactful and diplomatic (ability to convert a gift, increase a gift). Strong interpersonal skills (building and developing one-to-one relationships at all levels). Research Proven ability to research, analyse and manage development data bases. Knowledge of GDPR and compliant use/storage of data. External relationships Demonstrable experience of developing and maintaining effective relationships with a wide range of Trusts, Foundations, donors, organisations and individuals. Strong networking skills. Organisation An energetic and self-motivated approach to work. Proven ability to organise and prioritise a demanding workload and to work effectively with minimum supervision. A willingness to contribute whole heartedly to the efforts of the team. Managerial Skills Proven ability to supervise, manage, inspire, motivate, and develop staff. Financial Management Excellent numeracy skills. Proven ability to devise strategic development and project budgets and to effectively manage, monitor and report on income and expenditure. An understanding and knowledge of tax and legal issues affecting development in the charities sector. Computer & Administrative Skills Computer literate with working knowledge of relevant IT and admin support systems. High level of expertise on CRM systems. Highly organised and efficient and able to meet and keep to deadlines . click apply for full job details

Investment Administrator - Leicester £(phone number removed)K Hybrid - following completion of initial training/induction Why this role? We are currently recruiting for an Investment Administrator, to work within a well-established Chartered firm of Financial Planners. Role Overview To be the in-house contact for the client, providing a quality administration service in respect of a portfolio of investment clients (which would include individuals, Self-Invested Pension Schemes (SIPP and SSAS), Companies, Trusts, and Charities). Maintaining records that meet the requirements of the firm and the regulator. Also providing a technical and administrative support to the Investment Manager and Financial Planner. Main Tasks Establishment of investment accounts Prepare Client Agreements and Application / Transfer forms in line with the recommendations provided by our Suitability Team. Open new accounts by preparing and submitting new business applications, where necessary, on a variety of platforms (Pershing, Quilter and Aviva), in readiness for investments to be placed. Liaise with existing investment providers and the receiving platform to process transfers over to our investment services, as per recommendations provided by our Suitability Team. Day to Day Portfolio Management Maintain accurate records, processing changes: using software (Intelliflo, Virtual Cabinet, Adobe, Excel) and our platform providers (Pershing, Quilter and Aviva). Prepare Valuations and Annual Review Packs for client meetings, including performance analysis of underlying investments, together with recommendations for change advised by the Investment Manager, where appropriate. Maintain awareness of the Investment Strategy of the Investment Committee, including the investment products and recommended portfolios. Administer investment decisions and recommendations in accordance with the strategy of the Investment Committee by placing investment deals and transactions including buying, selling and switching, in a timely fashion and using the task management within our CRM, Intelliflo. Keep up to date with the global investment markets, the different contracts and investment funds available and changes in taxation. Communicating with clients (via telephone, email and letter), as well as fellow professionals, e.g., accountants and solicitors. Issue Client Meeting Notes and undertake action points. Invoice clients in accordance with Client Agreements. Produce bespoke documents as and when needed / requested. Carry out other routine administration tasks and deal with client queries within field of expertise/range of authorisation. Calculations Calculate money weighted return of portfolios for client review packs. Support the Investment Manager with the assessment of the Capitals Gains Tax position, where applicable Perform other sundry calculations. Relationship with other roles Liaise with and support Financial Planners, Paraplanners, Investment Managers and the Pension Departments. Work on joint projects or tasks with other members of the Investment Department, Pensions Department or wider business. Some initial and ongoing training and supervision will be conducted by the Compliance Manager. Essential Skills required; Knowledge of the services that the firm provides to clients Knowledge of investments and associated products Good technical knowledge of investments and their use in Financial Planning IT / keyboard skills Ability to communicate effectively with clients, providers, accountants and other professional connections via various methods - phone, letter, e-mail, etc Ability to create and maintain accurate computer-based records Knowledge of Data Protection legislation Ability to work within level of authority and to refer work when appropriate Desirable Experience as an IFA administrator with some investment experience would be an advantage Good, broad, knowledge of Financial Services in general Knowledge of IT systems and programmes relevant to role (Intelliflo, Pershing, Quilter, Aviva, Virtual Cabinet, Adobe, Excel) Knowledge of different investment wrappers (General Investment Account, ISA, Investment Bond, Pension) Knowledge of different investment contracts (Unit Trusts/OEICs, Exchange Traded Funds) Knowledge of different asset types (Equity (UK & Global), Fixed Interest, Property, Commodities) Knowledge of money laundering procedures relevant to role and individual responsibilities in this area Knowledge of other Financial Services legislation relevant to role Pay and Benefits Salary £28,000 to £33,000 per annum (dependent on qualifications, knowledge, and experience) Discretionary bonus 4 x salary life assurance Pension; 5% employer contribution - Increasing incrementally in recognition of service. Salary sacrifice scheme available 24 days' holiday - Increasing incrementally in recognition of continuous service Health Cash Plan Scheme Free parking Hybrid Working Scheme - Following completion of initial training and induction If you wish to considered for this exciting role, please email your cv to (url removed) or contact her on (phone number removed).

We are working with an independent firm of Chartered Accountants in Bradford seeking an individual with tax and trust accounts experience to join their busy trust and estates team. This role can be fulfilled on a part time, flexible hours or full time basis. Working directly with the trust partner, you will be responsible for a portfolio of trust clients which have a variety of assets including property, private company shares and investment portfolios. The role also involves administering estates including gathering details of assets and liabilities, the preparation of estate accounts, collecting in assets and making distributions to beneficiaries, as well as tax computations. Duties; Preparing annual trust and estate accounts Completing and submitting annual tax returns using CCH software Completing Inheritance Tax returns and preparing associated calculations General administration of trusts and estates Liaising with clients and providing advisory services Liaising with HMRC, solicitors, banks and stockbrokers If you are interested in this Trust Manager opportunity or would like any further information, please do not hesitate to contact Richard Warwick at IPS Finance. IPS Finance has 45 years experience in the Yorkshire accountancy recruitment market. We have built our business on long term relationships with both individuals and clients in all sectors, bringing real benefits to all concerned. Please visit the IPS Finance website to view the latest accountancy / finance and practice opportunities.

Salisbury, United Kingdom Posted on 20/02/2026 TPF Recruitment are delighted to be working with aprestigious and growing firm of chartered accountants who are seeking a PrivateClient Tax Senior Manager to join their well-established team in Salisbury. This is an excellent opportunity for an experienced privateclient tax professional to take on a senior leadership role, managing complexclient affairs, delivering high-quality advisory projects, and helping to shapethe future of a highly regarded tax department. Responsibilities Managea diverse portfolio of personal tax clients, including HNWIs, landedestates, agricultural clients, entrepreneurs, partnerships, and trusts. Leadon tax planning projects such as succession planning, use of trusts andcorporate structures, and advising on capital gains and inheritance taxmatters. Workclosely with Partners and Directors on complex assignments, takingresponsibility for delivering exceptional client service. Collaboratewith other departments (e.g. Accounts and Corporate Tax) to providejoined-up advice and solutions. Overseecompliance work and provide guidance to more junior team members. Mentor,coach, and develop junior colleagues, offering constructive feedback andtechnical training. Buildand maintain strong client relationships, identifying opportunities to addvalue and contribute to business growth. Requirements To succeed in this role, you will need: Significantexperience in private client tax, gained within a professional servicesfirm. Strongtechnical knowledge across a wide range of personal tax issues, withproven ability to explain complex matters clearly to clients. Demonstrableexperience in both compliance and advisory work, including tax planning. Excellentpeople management skills, with a track record of developing and supportingjunior staff. Strongorganisational skills and the ability to manage multiple priorities. Hybridand flexible working arrangements. Privatemedical insurance, life assurance, and pension contributions. Generousholiday allowance, with the option to purchase additional leave. Sharedparental leave and enhanced family policies. Fullyfunded training and continuous professional development.