Are you an experienced Corporate Tax Director? The client is a leading firm within Cambridge, looking to expand their Corporate tax team. The firm has a client base of growth-focused businesses across various sectors. They are looking for a Corporate Tax Director. Responsibilities: As a Corporate Tax Director, you will Managing all aspects of corporation tax for a portfolio of large, internationally active corporate clients, while also leading the delivery of complex tax advisory projects Actively contributing to business development through involvement in proposals, networking events, and initiatives Mentoring and developing a growing team by sharing technical expertise and supporting their progression within corporation tax Building and maintaining an external network of peers and staying informed on the firm's broader service offerings, as well as key business and economic trends relevant to the client Requirements:As a Corporate Tax Director, you will need CTA qualification Experience in corporate tax as Senior Manager, or Associate Director level Experience with compliancy and advisory work within corporate tax Experience mentoring and communication skills Experience within business development Benefits:As a Corporate Tax Director, you will get Hybrid Working 28 days holiday (option to purchase more) Tailored career progression Are you looking to positively contribute to an ambitious and growing corporate tax team? If you have the experience and passion for corporate tax, apply here now. Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics.
Mar 25, 2026
Full time
Are you an experienced Corporate Tax Director? The client is a leading firm within Cambridge, looking to expand their Corporate tax team. The firm has a client base of growth-focused businesses across various sectors. They are looking for a Corporate Tax Director. Responsibilities: As a Corporate Tax Director, you will Managing all aspects of corporation tax for a portfolio of large, internationally active corporate clients, while also leading the delivery of complex tax advisory projects Actively contributing to business development through involvement in proposals, networking events, and initiatives Mentoring and developing a growing team by sharing technical expertise and supporting their progression within corporation tax Building and maintaining an external network of peers and staying informed on the firm's broader service offerings, as well as key business and economic trends relevant to the client Requirements:As a Corporate Tax Director, you will need CTA qualification Experience in corporate tax as Senior Manager, or Associate Director level Experience with compliancy and advisory work within corporate tax Experience mentoring and communication skills Experience within business development Benefits:As a Corporate Tax Director, you will get Hybrid Working 28 days holiday (option to purchase more) Tailored career progression Are you looking to positively contribute to an ambitious and growing corporate tax team? If you have the experience and passion for corporate tax, apply here now. Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics.
Assistant Town Planner - Central London Are you an enthusiastic and motivated planning professional ready to take the next step in your career? An excellent opportunity has arisen with a well-established, independent UK planning consultancy based in Central London. We're supporting this dynamic and collaborative firm - known for its high-quality advisory work across residential, commercial, and mixed-use developments - to recruit an Assistant Town Planner to join their expanding team. The company prides itself on offering pragmatic planning advice and delivering successful outcomes for private and public sector clients navigating the complexities of the UK planning system. Location Central London (with flexible working options available). The Role As an Assistant Town Planner, you will: Assist with planning applications , appeals, and planning strategy advice. Support project teams in preparing submissions and managing client engagement. Research and analyse planning policy and case law to inform project work. Prepare reports, statements, and correspondence for internal and external use. Work across a variety of sectors including housing delivery, regeneration and placemaking projects. This role offers exposure to a broad spectrum of planning work - from pre-application advice through to hearings and appeals - and is ideal if you're looking to grow technically and commercially within a supportive team environment. Skills & Experience We're looking for candidates who can demonstrate: A degree in Town Planning (or related discipline) and/or relevant experience in planning consultancy or local government. Strong understanding of UK planning policy and development management processes. Excellent written and verbal communication skills. Organised, proactive attitude with the ability to manage a varied workload. Experience using planning portals and preparing planning submissions is desirable but not essential. Why Join Them? Work with experienced planners on interesting and impactful projects. Supportive, inclusive culture with opportunities for continuous learning and professional development. Be part of a friendly team that values collaboration and quality outcomes. Career Progression This role is a great platform for ambitious planners looking to develop towards Planner / Senior Planner levels with increasing responsibility. To apply or find out more , please send your CV and a short covering note outlining your interest and relevant experience.
Mar 25, 2026
Full time
Assistant Town Planner - Central London Are you an enthusiastic and motivated planning professional ready to take the next step in your career? An excellent opportunity has arisen with a well-established, independent UK planning consultancy based in Central London. We're supporting this dynamic and collaborative firm - known for its high-quality advisory work across residential, commercial, and mixed-use developments - to recruit an Assistant Town Planner to join their expanding team. The company prides itself on offering pragmatic planning advice and delivering successful outcomes for private and public sector clients navigating the complexities of the UK planning system. Location Central London (with flexible working options available). The Role As an Assistant Town Planner, you will: Assist with planning applications , appeals, and planning strategy advice. Support project teams in preparing submissions and managing client engagement. Research and analyse planning policy and case law to inform project work. Prepare reports, statements, and correspondence for internal and external use. Work across a variety of sectors including housing delivery, regeneration and placemaking projects. This role offers exposure to a broad spectrum of planning work - from pre-application advice through to hearings and appeals - and is ideal if you're looking to grow technically and commercially within a supportive team environment. Skills & Experience We're looking for candidates who can demonstrate: A degree in Town Planning (or related discipline) and/or relevant experience in planning consultancy or local government. Strong understanding of UK planning policy and development management processes. Excellent written and verbal communication skills. Organised, proactive attitude with the ability to manage a varied workload. Experience using planning portals and preparing planning submissions is desirable but not essential. Why Join Them? Work with experienced planners on interesting and impactful projects. Supportive, inclusive culture with opportunities for continuous learning and professional development. Be part of a friendly team that values collaboration and quality outcomes. Career Progression This role is a great platform for ambitious planners looking to develop towards Planner / Senior Planner levels with increasing responsibility. To apply or find out more , please send your CV and a short covering note outlining your interest and relevant experience.
Senior Town Planner - Leading Regional Property & Planning Consultancy Location: Flexible within Midlands / Home-office with travel to regional offices Salary: Competitive, dependant on experience + benefits Sector: Planning Consultancy / Property Advisory Are you a highly experienced Town Planner looking for your next career move? Do you want to join a well-regarded, multi-disciplinary property and planning practice with a strong reputation for technical excellence and client service? We are recruiting on behalf of a respected and well-established regional planning and property consultancy with a heritage spanning more than a century. The firm provides a wide range of professional services, including planning and development consultancy, strategic land advice, option and promotion agreements, land sales, development appraisals and appeals, working with both private and public sector clients across residential, commercial and rural sectors. About the Role As Senior Town Planner , you will play a pivotal role in shaping the strategic growth of the planning function. Reporting to senior leadership, you will: Lead and manage planning projects from inception through to determination, including planning applications, appeals, pre-application advice and conditions negotiations. Provide expert planning advice and development appraisals to landowners, developers, registered providers and other stakeholders. Build and nurture strong client relationships, acting as a trusted adviser. Mentor and support junior planners, helping to develop internal capability and best practice. Monitor emerging policy and local plan reviews, interpreting implications for clients and prospects. Represent the practice in negotiations with local planning authorities and stakeholders. What We're Looking For The ideal candidate will bring: Chartered membership of the Royal Town Planning Institute (RTPI) . Significant post-qualification experience within UK planning consultancy or local authority development management. Proven track record in handling complex planning projects and appeals. Strong commercial awareness, excellent communication skills and ability to work collaboratively across teams. Exceptional client management and stakeholder engagement skills. Why Join? This consultancy offers: A supportive and collaborative working environment with a focus on professional excellence. Opportunity to influence high-profile and diverse schemes across the Midlands and beyond. Flexible working arrangements with hybrid opportunities. Structured career progression and professional development support. An inclusive culture where ideas and innovation are valued. If you're a strategic thinker with a passion for planning and development, and you're ready to take the next step in your career, we'd love to hear from you. Apply now or contact Neil Ellerton of Penguin Recruitment on .
Mar 25, 2026
Full time
Senior Town Planner - Leading Regional Property & Planning Consultancy Location: Flexible within Midlands / Home-office with travel to regional offices Salary: Competitive, dependant on experience + benefits Sector: Planning Consultancy / Property Advisory Are you a highly experienced Town Planner looking for your next career move? Do you want to join a well-regarded, multi-disciplinary property and planning practice with a strong reputation for technical excellence and client service? We are recruiting on behalf of a respected and well-established regional planning and property consultancy with a heritage spanning more than a century. The firm provides a wide range of professional services, including planning and development consultancy, strategic land advice, option and promotion agreements, land sales, development appraisals and appeals, working with both private and public sector clients across residential, commercial and rural sectors. About the Role As Senior Town Planner , you will play a pivotal role in shaping the strategic growth of the planning function. Reporting to senior leadership, you will: Lead and manage planning projects from inception through to determination, including planning applications, appeals, pre-application advice and conditions negotiations. Provide expert planning advice and development appraisals to landowners, developers, registered providers and other stakeholders. Build and nurture strong client relationships, acting as a trusted adviser. Mentor and support junior planners, helping to develop internal capability and best practice. Monitor emerging policy and local plan reviews, interpreting implications for clients and prospects. Represent the practice in negotiations with local planning authorities and stakeholders. What We're Looking For The ideal candidate will bring: Chartered membership of the Royal Town Planning Institute (RTPI) . Significant post-qualification experience within UK planning consultancy or local authority development management. Proven track record in handling complex planning projects and appeals. Strong commercial awareness, excellent communication skills and ability to work collaboratively across teams. Exceptional client management and stakeholder engagement skills. Why Join? This consultancy offers: A supportive and collaborative working environment with a focus on professional excellence. Opportunity to influence high-profile and diverse schemes across the Midlands and beyond. Flexible working arrangements with hybrid opportunities. Structured career progression and professional development support. An inclusive culture where ideas and innovation are valued. If you're a strategic thinker with a passion for planning and development, and you're ready to take the next step in your career, we'd love to hear from you. Apply now or contact Neil Ellerton of Penguin Recruitment on .
Job Title: Senior Grants Officer Department: Foundation Reporting to: Foundation Director Contract: Full-time or Part-time (minimum of four days) Working pattern: Onsite or Hybrid (minimum three days in the office) Salary: £40,000 (full-time salary) ABOUT THE GOLDSMITHS FOUNDATION The Goldsmiths Foundation is the charitable foundation of the Goldsmiths Company. The Foundation s mission is to transform life-chances by supporting technical and vocational education through grant-making. With a focus on goldsmithing, silversmithing, jewellery and allied trades, it also supports skills and training in the creative industries and other fields, as well as general charitable endeavours. A contemporary company with deep roots in the past, the Goldsmiths Company is one of the Great Twelve City of London Livery Companies. Founded in 1327 and now with a 1600-strong membership, the Company has contributed to national life for seven centuries. It advances the trade and craft of silversmithing and jewellery through training, exhibitions and public engagement. It also operates the London Assay Office, which protects trade and consumers by testing and hallmarking precious metals. This is an exciting moment to join the Goldsmiths Foundation. Philanthropy has been at the heart of the Company s work since 1327; the current Goldsmiths Company Charity was founded in the 19th century. Today, supported by its endowment, it makes grants of c. £3.5 million each year. The Goldsmiths Company (the sole member of the Foundation) is now reinvigorating its philanthropic mission with refreshed charitable objects, a renewed focus on craft and skills, and a new Board of Trustees drawn from across the Company s membership and chaired by Dame Lynne Brindley. Job Purpose Working in a team of three and reporting to the Foundation Director, you will support the effective and efficient grant making of the Goldsmiths' Foundation by managing its Proactive Grant Programmes and administering the Foundation's restricted funds. Proactive grants are closed to open application but are solicited for either regular or one-off grants. This role requires a strong understanding of vocational and technical skills in the jewellery-making, silversmithing and allied trade sector. Delivery of Proactive Grant Programmes Support the Foundation Director and colleagues to implement and deliver Proactive Grants Programmes, aligned with the Strategy. Support the Foundation Director in implementing learning goals for the Programmes, collecting data and working with commissioned learning partners. Manage relationships with charitable partners who regularly receive grants from the Foundation, particularly those working in the jewellery, silversmithing and allied trade sectors. Manage one-off grants that are solicited by Foundation Trustees due to their strong alignment to Foundation Objects. Support The Goldsmiths' Foundation Trustees and Advisory Group and administering its decisions. Management of Restricted Funds Administer the Foundation's restricted funds including the Aiden Threlfall Charitable Trust, the Brian Wood Memorial Travel Scholarship, the Miller Fund/Binney Medal (including event administration of the annual Binney Lunch), the Martin Bowes Charitable Fund and The Silver Trust. Manage grant applications and awards from these restricted funds in accordance with their specific terms and conditions. Maintain accurate records and reporting on restricted fund activities. Ensure compliance with donor requirements and legal obligations for each restricted fund. Management and Governance of Proactive Grant Programmes Day-to-day management of regular grantees, ensuring effective communication and support. Support the development of appropriate reporting and relationship requirements with regular grantees. Prepare recommendations and reports for the Proactive Grant Programmes. Manage and collate the reporting from charitable partners. Prepare materials to support the Foundation Director in their work with The Goldsmiths' Foundation Trustees and Advisory Group with a goal to: i. commission the most relevant grants to meet the Foundations' Objects ii. drive greater Goldsmiths' Company Member engagement with The Goldsmiths' Foundation Support the continued management of existing Proactive Programmes initiated before 2026. Communications and Networks Support the Foundation Director to maintain a network of peer funders working in overlapping or related areas, particularly those focused on vocational and technical skills development. Contribute to collaborations (including with other funders) to increase the reach and impact of our proactive grant making. Support the development of content for web-based stories and social media posts. Community Engagement Work with colleagues to identify opportunities for grant recipients to contribute to broader programmes and the promotion of charitable activities. Support the identification and development of initiatives that enable the Foundation to deliver against its charitable purpose, particularly those supporting vocational and technical skills in the jewellery-making, silversmithing and allied trade sector. Contribute to developing opportunities related to Equity, Diversity and Inclusion, focusing on access routes into the trade and craft. Other Duties Work with colleagues within The Goldsmiths' Group as required to enable our mutual aims. Work with the Foundation Director and colleagues to develop The Foundation's culture in line with its values. Support other parts of The Foundation's grant making as required, including our Open Grants Programmes at times and any other duties as the Director requires. Person Specification Essential Experience Understanding of vocational and technical skills development in the jewellery-making, silversmithing and allied trade sector Experience of working with or supporting charities and grant recipients Experience of preparing reports and recommendations for committees or senior stakeholders Desirable Experience Experience of grant making or charitable funding administration, managing grant case loads and maintaining accurate records Experience of relationship-based grant making and stakeholder engagement Experience of administering restricted or designated funds Experience of trust-based grant making Experience of collaborative funding and partnership development Essential Skills & Knowledge Excellent written and verbal communication skills Excellent attention to detail Strong interpersonal skills, including the ability to work with people from a wide range of backgrounds IT proficiency in MS Office applications Desirable Skills & Knowledge Experience of Beacon CRM or other grant making database or similar database management systems Knowledge of relevant research, policy and networks related to the development of vocational and technical skills in the jewellery and silversmithing sectors. Awareness of evaluation methodologies for funded work. Willingness to adopt and utilise AI tools to support grant management, research, and reporting, and an openness to exploring how emerging technologies can enhance the Foundation's work. Personal Characteristics Commitment to our values as a grant-making foundation Curious about, and committed to, the work of grant-making Foundations, charities, and the social needs they are trying to meet Able to work with charity leaders with a supportive and professional approach Able to organise and manage your own workload including varied caseloads Able to work to deadlines Flexible and collegiate attitude to working across teams and supporting colleagues where needed Commitment to E,D,I Please apply with a CV and covering letter outlining your suitability for the role. The deadline for applications is 9am, Friday 24 April 2026 .
Mar 25, 2026
Full time
Job Title: Senior Grants Officer Department: Foundation Reporting to: Foundation Director Contract: Full-time or Part-time (minimum of four days) Working pattern: Onsite or Hybrid (minimum three days in the office) Salary: £40,000 (full-time salary) ABOUT THE GOLDSMITHS FOUNDATION The Goldsmiths Foundation is the charitable foundation of the Goldsmiths Company. The Foundation s mission is to transform life-chances by supporting technical and vocational education through grant-making. With a focus on goldsmithing, silversmithing, jewellery and allied trades, it also supports skills and training in the creative industries and other fields, as well as general charitable endeavours. A contemporary company with deep roots in the past, the Goldsmiths Company is one of the Great Twelve City of London Livery Companies. Founded in 1327 and now with a 1600-strong membership, the Company has contributed to national life for seven centuries. It advances the trade and craft of silversmithing and jewellery through training, exhibitions and public engagement. It also operates the London Assay Office, which protects trade and consumers by testing and hallmarking precious metals. This is an exciting moment to join the Goldsmiths Foundation. Philanthropy has been at the heart of the Company s work since 1327; the current Goldsmiths Company Charity was founded in the 19th century. Today, supported by its endowment, it makes grants of c. £3.5 million each year. The Goldsmiths Company (the sole member of the Foundation) is now reinvigorating its philanthropic mission with refreshed charitable objects, a renewed focus on craft and skills, and a new Board of Trustees drawn from across the Company s membership and chaired by Dame Lynne Brindley. Job Purpose Working in a team of three and reporting to the Foundation Director, you will support the effective and efficient grant making of the Goldsmiths' Foundation by managing its Proactive Grant Programmes and administering the Foundation's restricted funds. Proactive grants are closed to open application but are solicited for either regular or one-off grants. This role requires a strong understanding of vocational and technical skills in the jewellery-making, silversmithing and allied trade sector. Delivery of Proactive Grant Programmes Support the Foundation Director and colleagues to implement and deliver Proactive Grants Programmes, aligned with the Strategy. Support the Foundation Director in implementing learning goals for the Programmes, collecting data and working with commissioned learning partners. Manage relationships with charitable partners who regularly receive grants from the Foundation, particularly those working in the jewellery, silversmithing and allied trade sectors. Manage one-off grants that are solicited by Foundation Trustees due to their strong alignment to Foundation Objects. Support The Goldsmiths' Foundation Trustees and Advisory Group and administering its decisions. Management of Restricted Funds Administer the Foundation's restricted funds including the Aiden Threlfall Charitable Trust, the Brian Wood Memorial Travel Scholarship, the Miller Fund/Binney Medal (including event administration of the annual Binney Lunch), the Martin Bowes Charitable Fund and The Silver Trust. Manage grant applications and awards from these restricted funds in accordance with their specific terms and conditions. Maintain accurate records and reporting on restricted fund activities. Ensure compliance with donor requirements and legal obligations for each restricted fund. Management and Governance of Proactive Grant Programmes Day-to-day management of regular grantees, ensuring effective communication and support. Support the development of appropriate reporting and relationship requirements with regular grantees. Prepare recommendations and reports for the Proactive Grant Programmes. Manage and collate the reporting from charitable partners. Prepare materials to support the Foundation Director in their work with The Goldsmiths' Foundation Trustees and Advisory Group with a goal to: i. commission the most relevant grants to meet the Foundations' Objects ii. drive greater Goldsmiths' Company Member engagement with The Goldsmiths' Foundation Support the continued management of existing Proactive Programmes initiated before 2026. Communications and Networks Support the Foundation Director to maintain a network of peer funders working in overlapping or related areas, particularly those focused on vocational and technical skills development. Contribute to collaborations (including with other funders) to increase the reach and impact of our proactive grant making. Support the development of content for web-based stories and social media posts. Community Engagement Work with colleagues to identify opportunities for grant recipients to contribute to broader programmes and the promotion of charitable activities. Support the identification and development of initiatives that enable the Foundation to deliver against its charitable purpose, particularly those supporting vocational and technical skills in the jewellery-making, silversmithing and allied trade sector. Contribute to developing opportunities related to Equity, Diversity and Inclusion, focusing on access routes into the trade and craft. Other Duties Work with colleagues within The Goldsmiths' Group as required to enable our mutual aims. Work with the Foundation Director and colleagues to develop The Foundation's culture in line with its values. Support other parts of The Foundation's grant making as required, including our Open Grants Programmes at times and any other duties as the Director requires. Person Specification Essential Experience Understanding of vocational and technical skills development in the jewellery-making, silversmithing and allied trade sector Experience of working with or supporting charities and grant recipients Experience of preparing reports and recommendations for committees or senior stakeholders Desirable Experience Experience of grant making or charitable funding administration, managing grant case loads and maintaining accurate records Experience of relationship-based grant making and stakeholder engagement Experience of administering restricted or designated funds Experience of trust-based grant making Experience of collaborative funding and partnership development Essential Skills & Knowledge Excellent written and verbal communication skills Excellent attention to detail Strong interpersonal skills, including the ability to work with people from a wide range of backgrounds IT proficiency in MS Office applications Desirable Skills & Knowledge Experience of Beacon CRM or other grant making database or similar database management systems Knowledge of relevant research, policy and networks related to the development of vocational and technical skills in the jewellery and silversmithing sectors. Awareness of evaluation methodologies for funded work. Willingness to adopt and utilise AI tools to support grant management, research, and reporting, and an openness to exploring how emerging technologies can enhance the Foundation's work. Personal Characteristics Commitment to our values as a grant-making foundation Curious about, and committed to, the work of grant-making Foundations, charities, and the social needs they are trying to meet Able to work with charity leaders with a supportive and professional approach Able to organise and manage your own workload including varied caseloads Able to work to deadlines Flexible and collegiate attitude to working across teams and supporting colleagues where needed Commitment to E,D,I Please apply with a CV and covering letter outlining your suitability for the role. The deadline for applications is 9am, Friday 24 April 2026 .
A rapidly growing financial advisory firm is seeking an experienced Paraplanner to join its expanding team. The business is enjoying double-digit growth and has already met its Q1 targets, operating in a fast-paced, dynamic environment that rewards proactive individuals. The firm manages approximately £300 million in assets for around 1,000 clients, ranging from smaller ISA investors to ultra-high-net-worth individuals. The client base is diverse, and the firm prides itself on providing comprehensive financial advice rather than cherry-picking clients. Salary range: £40,000 - £60,000 depending on experience and technical depth Clear progression to Junior Financial Planner with commission potential This role offers excellent scope for progression, with a clear pathway into a Trainee Adviser position within 6-12 months for the right individual. The Paraplanner will play a critical role in supporting the Managing Director with a busy client portfolio, ensuring the smooth and efficient delivery of advice. The successful candidate will be technically strong, commercially aware, and motivated to develop quickly within financial planning. Key Responsibilities Producing comprehensive reports for advisers Drafting complex suitability letters using established templates Attending client and adviser meetings to gather information for report writing Conducting technical research and summarising findings clearly and concisely Presenting pros and cons of different providers in a commercially focused manner Performing cashflow modelling using FE Managing daily workflows via Simplan Supporting general administration related to financial advice delivery Skills and Experience Required Experience as a Paraplanner Strong experience using FE for report writing and cashflow modelling Proven ability to draft complex suitability letters (including trusts, pension consolidation, tax-free withdrawals, IHT planning) Experience with whole-of-market research Ability to summarise complex technical information into concise, actionable bullet points
Mar 25, 2026
Full time
A rapidly growing financial advisory firm is seeking an experienced Paraplanner to join its expanding team. The business is enjoying double-digit growth and has already met its Q1 targets, operating in a fast-paced, dynamic environment that rewards proactive individuals. The firm manages approximately £300 million in assets for around 1,000 clients, ranging from smaller ISA investors to ultra-high-net-worth individuals. The client base is diverse, and the firm prides itself on providing comprehensive financial advice rather than cherry-picking clients. Salary range: £40,000 - £60,000 depending on experience and technical depth Clear progression to Junior Financial Planner with commission potential This role offers excellent scope for progression, with a clear pathway into a Trainee Adviser position within 6-12 months for the right individual. The Paraplanner will play a critical role in supporting the Managing Director with a busy client portfolio, ensuring the smooth and efficient delivery of advice. The successful candidate will be technically strong, commercially aware, and motivated to develop quickly within financial planning. Key Responsibilities Producing comprehensive reports for advisers Drafting complex suitability letters using established templates Attending client and adviser meetings to gather information for report writing Conducting technical research and summarising findings clearly and concisely Presenting pros and cons of different providers in a commercially focused manner Performing cashflow modelling using FE Managing daily workflows via Simplan Supporting general administration related to financial advice delivery Skills and Experience Required Experience as a Paraplanner Strong experience using FE for report writing and cashflow modelling Proven ability to draft complex suitability letters (including trusts, pension consolidation, tax-free withdrawals, IHT planning) Experience with whole-of-market research Ability to summarise complex technical information into concise, actionable bullet points
. Paraplanner - £38,000 to £50,000 (DOE) Hybrid Working - 1 Day in Office or Fully Remote for the Right Candidate Due to continued business growth, we are seeking an experienced and technically skilled Paraplanner to join our expanding team. This is an excellent opportunity to step into a role where your expertise is truly valued and where you will play a key part in delivering high-quality, holistic financial planning support. We are a dynamic and client-focused UK financial advisory firm, operating nationally, with increasing market presence and involvement in M&A activity. As part of this evolution, we are looking for a Paraplanner who can support our Financial Planners, deliver comprehensive research, and produce compliant and insightful suitability reports. This role offers hybrid working with one office day per week , but we are also open to fully remote arrangements for the right candidate. Key Responsibilities Suitability Reporting Prepare detailed, accurate, and fully compliant suitability reports and recommendation letters Review fact-finds, risk profiles, and client objectives to ensure accuracy and audit readiness Annual Review Support Assist with annual client reviews, valuations, objective updates and the creation of Annual Suitability Assessments Maintain ongoing suitability in line with FCA requirements Technical Research Conduct in-depth research across investments, pensions, tax wrappers, protection products, and estate planning Analyse fund data, product options and technical solutions Client & Adviser Support Provide support to advisers before and after client meetings Communicate with providers to obtain policy information, illustrations, and documentation Compliance & Record Management Conduct AML checks, identity verification, and maintain regulatory documentation Ensure all client files and CRM data remain accurate and complete Collaboration & Continuous Improvement Work closely with advisers, administrators, compliance teams and investment specialists Contribute to developing paraplanning processes, templates and best practices as the business evolves Skills & Experience Essential Minimum 2 years' Paraplanning experience in a UK financial planning/advisory firm Level 4 Diploma (DipPFS or equivalent) Strong knowledge of pensions (DC & DB), investments, ISAs, bonds, trusts and protection products Excellent report-writing, analytical and technical research skills Understanding of FCA regulations, including ongoing suitability and annual assessments Experience conducting AML and due diligence checks Proficient with financial planning software (e.g., Intelligent Office, Fintegrate, FE Analytics, Voyant) Highly organised, self-motivated and comfortable working independently Desirable Experience within firms undergoing M&A activity Exposure to DFM models, cashflow modelling and tax optimisation strategies Experience with HNW clients or complex financial planning cases What We Offer £38,000-£50,000 depending on experience Hybrid working with only one office day per week Fully remote considered for high-calibre candidates Opportunity to join a business experiencing exciting, ongoing growth Supportive, collaborative culture with career development potential An array of benefits
Mar 25, 2026
Full time
. Paraplanner - £38,000 to £50,000 (DOE) Hybrid Working - 1 Day in Office or Fully Remote for the Right Candidate Due to continued business growth, we are seeking an experienced and technically skilled Paraplanner to join our expanding team. This is an excellent opportunity to step into a role where your expertise is truly valued and where you will play a key part in delivering high-quality, holistic financial planning support. We are a dynamic and client-focused UK financial advisory firm, operating nationally, with increasing market presence and involvement in M&A activity. As part of this evolution, we are looking for a Paraplanner who can support our Financial Planners, deliver comprehensive research, and produce compliant and insightful suitability reports. This role offers hybrid working with one office day per week , but we are also open to fully remote arrangements for the right candidate. Key Responsibilities Suitability Reporting Prepare detailed, accurate, and fully compliant suitability reports and recommendation letters Review fact-finds, risk profiles, and client objectives to ensure accuracy and audit readiness Annual Review Support Assist with annual client reviews, valuations, objective updates and the creation of Annual Suitability Assessments Maintain ongoing suitability in line with FCA requirements Technical Research Conduct in-depth research across investments, pensions, tax wrappers, protection products, and estate planning Analyse fund data, product options and technical solutions Client & Adviser Support Provide support to advisers before and after client meetings Communicate with providers to obtain policy information, illustrations, and documentation Compliance & Record Management Conduct AML checks, identity verification, and maintain regulatory documentation Ensure all client files and CRM data remain accurate and complete Collaboration & Continuous Improvement Work closely with advisers, administrators, compliance teams and investment specialists Contribute to developing paraplanning processes, templates and best practices as the business evolves Skills & Experience Essential Minimum 2 years' Paraplanning experience in a UK financial planning/advisory firm Level 4 Diploma (DipPFS or equivalent) Strong knowledge of pensions (DC & DB), investments, ISAs, bonds, trusts and protection products Excellent report-writing, analytical and technical research skills Understanding of FCA regulations, including ongoing suitability and annual assessments Experience conducting AML and due diligence checks Proficient with financial planning software (e.g., Intelligent Office, Fintegrate, FE Analytics, Voyant) Highly organised, self-motivated and comfortable working independently Desirable Experience within firms undergoing M&A activity Exposure to DFM models, cashflow modelling and tax optimisation strategies Experience with HNW clients or complex financial planning cases What We Offer £38,000-£50,000 depending on experience Hybrid working with only one office day per week Fully remote considered for high-calibre candidates Opportunity to join a business experiencing exciting, ongoing growth Supportive, collaborative culture with career development potential An array of benefits
We are working with a growing UK-based financial planning and advisory firm providing holistic and tailored financial advice to individuals and families. The business has experienced strong growth in recent years and continues to expand its service offering and national presence, including involvement in merger and acquisition activity within the sector. They are seeking an experienced and technically capable Paraplanner to join our team and support the continued delivery of high-quality financial planning advice. Key Responsibilities Prepare detailed, accurate, and compliant suitability reports and recommendation letters across a wide range of financial products Review client fact-finds, risk profiling and objectives to ensure recommendations are appropriate and clearly documented Support Financial Planners with the preparation of client annual reviews Gather data, conduct valuations, review client objectives and prepare Annual Suitability Assessments in line with regulatory requirements Conduct detailed research across investment funds, pension schemes, tax wrappers, protection products and estate planning strategies Communicate with product providers to obtain policy information, valuations, illustrations and documentation Assist advisers with meeting preparation and post-meeting follow-ups Conduct Anti-Money Laundering checks and identity verification Ensure client records and documentation meet regulatory and internal compliance standards Maintain accurate and up-to-date records within the firm's CRM and back-office systems Work closely with advisers, administrators, compliance teams and investment managers to ensure seamless client service Contribute to improving paraplanning processes, templates and best practices as the firm continues to grow Fully remote work can be considered Skills & Experience Minimum 2 years' experience as a Paraplanner within a UK financial planning or advisory firm Diploma in Regulated Financial Planning (DipPFS or equivalent Level 4 qualification) Strong knowledge of financial planning products including pensions (DC & DB), ISAs, GIAs, bonds, trusts and protection Experience conducting AML checks and maintaining regulatory standards Excellent report-writing ability with strong attention to detail Good understanding of FCA regulations, particularly around ongoing suitability and annual assessments Experience using financial planning and research tools such as CRM/back-office systems, cashflow modelling software, or investment research platforms Highly organised with the ability to manage multiple priorities and work both independently and collaboratively Experience supporting a firm during or after merger and acquisition activity Familiarity with discretionary investment management, cashflow modelling and tax planning strategies Exposure to high-net-worth client cases and complex financial planning scenarios If this sounds like the role for you, apply today
Mar 25, 2026
Full time
We are working with a growing UK-based financial planning and advisory firm providing holistic and tailored financial advice to individuals and families. The business has experienced strong growth in recent years and continues to expand its service offering and national presence, including involvement in merger and acquisition activity within the sector. They are seeking an experienced and technically capable Paraplanner to join our team and support the continued delivery of high-quality financial planning advice. Key Responsibilities Prepare detailed, accurate, and compliant suitability reports and recommendation letters across a wide range of financial products Review client fact-finds, risk profiling and objectives to ensure recommendations are appropriate and clearly documented Support Financial Planners with the preparation of client annual reviews Gather data, conduct valuations, review client objectives and prepare Annual Suitability Assessments in line with regulatory requirements Conduct detailed research across investment funds, pension schemes, tax wrappers, protection products and estate planning strategies Communicate with product providers to obtain policy information, valuations, illustrations and documentation Assist advisers with meeting preparation and post-meeting follow-ups Conduct Anti-Money Laundering checks and identity verification Ensure client records and documentation meet regulatory and internal compliance standards Maintain accurate and up-to-date records within the firm's CRM and back-office systems Work closely with advisers, administrators, compliance teams and investment managers to ensure seamless client service Contribute to improving paraplanning processes, templates and best practices as the firm continues to grow Fully remote work can be considered Skills & Experience Minimum 2 years' experience as a Paraplanner within a UK financial planning or advisory firm Diploma in Regulated Financial Planning (DipPFS or equivalent Level 4 qualification) Strong knowledge of financial planning products including pensions (DC & DB), ISAs, GIAs, bonds, trusts and protection Experience conducting AML checks and maintaining regulatory standards Excellent report-writing ability with strong attention to detail Good understanding of FCA regulations, particularly around ongoing suitability and annual assessments Experience using financial planning and research tools such as CRM/back-office systems, cashflow modelling software, or investment research platforms Highly organised with the ability to manage multiple priorities and work both independently and collaboratively Experience supporting a firm during or after merger and acquisition activity Familiarity with discretionary investment management, cashflow modelling and tax planning strategies Exposure to high-net-worth client cases and complex financial planning scenarios If this sounds like the role for you, apply today
A Top 15 Accounting Practice is recruiting for a Transfer Pricing Director to join their team in Central London. The practice has reach a point in the development of its transfer pricing services, that it requires a Transfer Pricing Director who can lead this team, grow and develop transfer pricing as a national centre of excellence. As a Director you will be comfortable with: Developing and leading the transfer pricing relationship across our local and national client base which will include owner managed businesses, larger or more complex UK and international groups. Leading work and being actively involved in the provision of advisory projects to clients (both proactively and reactively), including clients of other departments and offices. Acting as one of the primary UK liaison people on transfer pricing with the global network. Proactively identifying opportunities to take additional services to clients and contacts. Leading and supporting business development initiatives to win new work and clients. Leading and overseeing the preparation of transfer pricing documentation, local and national files. Taking primary responsibility for the financial performance of the transfer pricing team for client and project work. Ensuring projects are delivered in a timely manner and profitably. Considering and managing risk in all interactions with clients. Showing a sense of urgency and understanding of how the delivery of work (including speed, attention to detail, and quality) impacts the Firm's ability to serve our clients. Technical Skills Advising mid-tier and multi-national corporates on their transfer pricing policies, strategies and documentation. Including preparation of local and master files. Advice on debt / interest deductibility as part of private equity or property transactions. Reviewing and advising on supply chain structures and the tax implications of group operations. Advising on functional analysis and appropriate transfer pricing methodologies. Benchmarking and the preparation of transfer pricing agreements. Transfer pricing work as part of transaction and due diligence projects. Risk and governance diagnostic reviews to identify risk areas and opportunities. HMRC enquiry support. Audit support on transfer pricing for large mid-tier and larger corporate audit clients. About you ACA/CTA or other relevant qualification. Significant transfer pricing experience in advisory and compliance projects. Experience of advising on debt / interest deductibility in relation to both UK and cross border structures. A track record of developing new work. A passion for client service. Display an energy and enthusiasm and a focus on achieving results. Enthusiasm, proactivity and happy to be challenged by a variety of different work. Ability to execute work efficiently, delivering excellent service and quality and bringing the full breadth of capability to support our clients. Very strong transfer pricing technical compliance and advisory knowledge. Act as a role model for members of the team, providing on-the-job coaching and training to more junior members of the team.
Mar 25, 2026
Full time
A Top 15 Accounting Practice is recruiting for a Transfer Pricing Director to join their team in Central London. The practice has reach a point in the development of its transfer pricing services, that it requires a Transfer Pricing Director who can lead this team, grow and develop transfer pricing as a national centre of excellence. As a Director you will be comfortable with: Developing and leading the transfer pricing relationship across our local and national client base which will include owner managed businesses, larger or more complex UK and international groups. Leading work and being actively involved in the provision of advisory projects to clients (both proactively and reactively), including clients of other departments and offices. Acting as one of the primary UK liaison people on transfer pricing with the global network. Proactively identifying opportunities to take additional services to clients and contacts. Leading and supporting business development initiatives to win new work and clients. Leading and overseeing the preparation of transfer pricing documentation, local and national files. Taking primary responsibility for the financial performance of the transfer pricing team for client and project work. Ensuring projects are delivered in a timely manner and profitably. Considering and managing risk in all interactions with clients. Showing a sense of urgency and understanding of how the delivery of work (including speed, attention to detail, and quality) impacts the Firm's ability to serve our clients. Technical Skills Advising mid-tier and multi-national corporates on their transfer pricing policies, strategies and documentation. Including preparation of local and master files. Advice on debt / interest deductibility as part of private equity or property transactions. Reviewing and advising on supply chain structures and the tax implications of group operations. Advising on functional analysis and appropriate transfer pricing methodologies. Benchmarking and the preparation of transfer pricing agreements. Transfer pricing work as part of transaction and due diligence projects. Risk and governance diagnostic reviews to identify risk areas and opportunities. HMRC enquiry support. Audit support on transfer pricing for large mid-tier and larger corporate audit clients. About you ACA/CTA or other relevant qualification. Significant transfer pricing experience in advisory and compliance projects. Experience of advising on debt / interest deductibility in relation to both UK and cross border structures. A track record of developing new work. A passion for client service. Display an energy and enthusiasm and a focus on achieving results. Enthusiasm, proactivity and happy to be challenged by a variety of different work. Ability to execute work efficiently, delivering excellent service and quality and bringing the full breadth of capability to support our clients. Very strong transfer pricing technical compliance and advisory knowledge. Act as a role model for members of the team, providing on-the-job coaching and training to more junior members of the team.
Private Client Tax Senior Manager - Beaconsfield - £70,000 to £90,000 A genuinely exciting opportunity for a Private Client Tax Senior Manager to step into a pivotal role within a growing, forward-thinking firm in Beaconsfield. This is not a standard compliance role - it is a chance to shape and lead a developing advisory function, working closely with a Partner to build something meaningful. This Private Client Tax Senior Manager role is ideal for someone who enjoys high-level advisory work, building client relationships, and mentoring others. You will be instrumental in helping transition the team from a traditional compliance background into a proactive, value-driven advisory offering. The Role - Private Client Tax Senior Manager As a Private Client Tax Senior Manager , you will: Deliver high-quality private client advisory work for owner-managed business owners and high net worth individuals Act as a key point of contact for clients, building long-term trusted relationships Support the Partner in developing and growing the advisory offering Train, mentor and upskill Managers, Seniors and junior team members Identify opportunities for additional services and contribute to business development Work on a varied portfolio including succession planning, personal tax planning and complex advisory projects This is a Private Client Tax Senior Manager role where you will hit the ground running, with immediate exposure to advisory work and the opportunity to make a real impact. What They're Looking For To be successful in this Private Client Tax Senior Manager position, you will have: Strong experience in private client tax advisory CTA qualified (STEP desirable) Experience advising owner-managed businesses and their owners A solid technical grounding with the ability to guide others Excellent interpersonal skills - empathy and communication are key A proactive, self-starting approach Outstanding Managers ready to step up will be considered, provided they can operate at Senior Manager level from day one. Why Join? Clear progression path to Director Opportunity to help build and shape a growing advisory team Strong pipeline of work - no need to generate everything from scratch Supportive, collaborative and friendly culture Flexible working environment with a focus on work-life balance Additional earning potential through business development (10% of first year fees on new clients) Benefits 33 days holiday (including flexible bank holidays) Birthday day off and holiday buy/sell scheme Flexible working policy Life assurance (4x salary) Employee Assistance Programme and 24/7 GP access Access to a wide range of flexible benefits including private medical, dental and wellbeing options If you're a Private Client Tax Senior Manager looking for more than just another role - and want the chance to genuinely influence, lead and grow - this could be the opportunity that changes your trajectory. Apply now or get in touch for a confidential discussion. 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.
Mar 25, 2026
Full time
Private Client Tax Senior Manager - Beaconsfield - £70,000 to £90,000 A genuinely exciting opportunity for a Private Client Tax Senior Manager to step into a pivotal role within a growing, forward-thinking firm in Beaconsfield. This is not a standard compliance role - it is a chance to shape and lead a developing advisory function, working closely with a Partner to build something meaningful. This Private Client Tax Senior Manager role is ideal for someone who enjoys high-level advisory work, building client relationships, and mentoring others. You will be instrumental in helping transition the team from a traditional compliance background into a proactive, value-driven advisory offering. The Role - Private Client Tax Senior Manager As a Private Client Tax Senior Manager , you will: Deliver high-quality private client advisory work for owner-managed business owners and high net worth individuals Act as a key point of contact for clients, building long-term trusted relationships Support the Partner in developing and growing the advisory offering Train, mentor and upskill Managers, Seniors and junior team members Identify opportunities for additional services and contribute to business development Work on a varied portfolio including succession planning, personal tax planning and complex advisory projects This is a Private Client Tax Senior Manager role where you will hit the ground running, with immediate exposure to advisory work and the opportunity to make a real impact. What They're Looking For To be successful in this Private Client Tax Senior Manager position, you will have: Strong experience in private client tax advisory CTA qualified (STEP desirable) Experience advising owner-managed businesses and their owners A solid technical grounding with the ability to guide others Excellent interpersonal skills - empathy and communication are key A proactive, self-starting approach Outstanding Managers ready to step up will be considered, provided they can operate at Senior Manager level from day one. Why Join? Clear progression path to Director Opportunity to help build and shape a growing advisory team Strong pipeline of work - no need to generate everything from scratch Supportive, collaborative and friendly culture Flexible working environment with a focus on work-life balance Additional earning potential through business development (10% of first year fees on new clients) Benefits 33 days holiday (including flexible bank holidays) Birthday day off and holiday buy/sell scheme Flexible working policy Life assurance (4x salary) Employee Assistance Programme and 24/7 GP access Access to a wide range of flexible benefits including private medical, dental and wellbeing options If you're a Private Client Tax Senior Manager looking for more than just another role - and want the chance to genuinely influence, lead and grow - this could be the opportunity that changes your trajectory. Apply now or get in touch for a confidential discussion. 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.
Associate Director - Employment Tax, Top 10 Firm Edinburgh or Glasgow Competitive Salary + Bonus + Flexible Benefits Do you want to lead and shape an Employment Tax practice across Scotland? Ready for a genuine pathway to Director / Partner with real autonomy? Enjoy high-level advisory work with major employers and national visibility? Benefits: Clear progression to Director / Partner Scotland-wide leadership remit with national influence High-quality advisory-led work (not compliance-heavy) Flexible working and excellent benefits package Strong, inclusive culture with long-term succession planning Your new firm: Our client is a Top 10 global professional services firm with a strong UK presence, spanning 14 offices, 3,400+ professionals and 190 partners . With a clear purpose and long-term growth strategy, the firm is investing heavily in its Employment Tax offering , particularly in Scotland, following planned senior transitions and increasing client demand. This is a rare opportunity to step into a visible, leadership-level role within a high-performing national practice, working closely with Partners to shape the future of the Scottish market. Your new role: As an Associate Director in Employment Tax , you will take a lead role across the Scottish practice, based in Edinburgh or Glasgow , while also contributing to the UK-wide service line . You'll oversee complex advisory projects, lead key client relationships, drive business development, and play a central role in practice growth, succession planning and team development . This role is ideally suited to a strong Senior Manager ready to step into broader leadership . Key responsibilities include: Leading the Employment Tax function in Scotland , supporting growth across Edinburgh and Glasgow Acting as a senior technical specialist across PAYE, NIC, benefits, IR35, CIS, employment status, reward and HMRC enquiries Delivering high-profile advisory work for major employers across financial services, energy, technology, retail, family business and public sector Building trusted adviser relationships with Boards, CFOs, HR and Reward leaders Driving business development, proposals, tenders and market initiatives Representing the firm at Scottish industry events and professional bodies Managing, mentoring and developing the Scottish Employment Tax team Supporting national strategy and wider UK leadership initiatives To be successful in this role, you'll need: Significant UK Employment Tax experience Strong technical expertise across PAYE, NIC, benefits, reward, IR35, CIS and HMRC compliance Proven experience leading complex advisory engagements and senior client relationships Demonstrable leadership capability with a collaborative, commercial mindset Experience contributing to business development or market growth CTA qualified (preferred) or equivalent depth of employment tax expertise Confidence operating at senior stakeholder and leadership level Benefits: Senior leadership role with real influence and autonomy Defined progression to Director / Partner Exposure to some of the most interesting Employment Tax work in the UK Competitive salary, bonus and flexible benefits Supportive, inclusive culture with national visibility Want to find out more? Drop an email to or call 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.
Mar 25, 2026
Full time
Associate Director - Employment Tax, Top 10 Firm Edinburgh or Glasgow Competitive Salary + Bonus + Flexible Benefits Do you want to lead and shape an Employment Tax practice across Scotland? Ready for a genuine pathway to Director / Partner with real autonomy? Enjoy high-level advisory work with major employers and national visibility? Benefits: Clear progression to Director / Partner Scotland-wide leadership remit with national influence High-quality advisory-led work (not compliance-heavy) Flexible working and excellent benefits package Strong, inclusive culture with long-term succession planning Your new firm: Our client is a Top 10 global professional services firm with a strong UK presence, spanning 14 offices, 3,400+ professionals and 190 partners . With a clear purpose and long-term growth strategy, the firm is investing heavily in its Employment Tax offering , particularly in Scotland, following planned senior transitions and increasing client demand. This is a rare opportunity to step into a visible, leadership-level role within a high-performing national practice, working closely with Partners to shape the future of the Scottish market. Your new role: As an Associate Director in Employment Tax , you will take a lead role across the Scottish practice, based in Edinburgh or Glasgow , while also contributing to the UK-wide service line . You'll oversee complex advisory projects, lead key client relationships, drive business development, and play a central role in practice growth, succession planning and team development . This role is ideally suited to a strong Senior Manager ready to step into broader leadership . Key responsibilities include: Leading the Employment Tax function in Scotland , supporting growth across Edinburgh and Glasgow Acting as a senior technical specialist across PAYE, NIC, benefits, IR35, CIS, employment status, reward and HMRC enquiries Delivering high-profile advisory work for major employers across financial services, energy, technology, retail, family business and public sector Building trusted adviser relationships with Boards, CFOs, HR and Reward leaders Driving business development, proposals, tenders and market initiatives Representing the firm at Scottish industry events and professional bodies Managing, mentoring and developing the Scottish Employment Tax team Supporting national strategy and wider UK leadership initiatives To be successful in this role, you'll need: Significant UK Employment Tax experience Strong technical expertise across PAYE, NIC, benefits, reward, IR35, CIS and HMRC compliance Proven experience leading complex advisory engagements and senior client relationships Demonstrable leadership capability with a collaborative, commercial mindset Experience contributing to business development or market growth CTA qualified (preferred) or equivalent depth of employment tax expertise Confidence operating at senior stakeholder and leadership level Benefits: Senior leadership role with real influence and autonomy Defined progression to Director / Partner Exposure to some of the most interesting Employment Tax work in the UK Competitive salary, bonus and flexible benefits Supportive, inclusive culture with national visibility Want to find out more? Drop an email to or call 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.
Are you a highly skilled Paraplanner ready to take your career to the next level? Do you enjoy solving complex financial planning challenges and shaping sophisticated strategies for high-value clients? We are looking for a Senior Paraplanner & Technical Adviser to join our clients growing team. This is an exciting hybrid role combining advanced paraplanning expertise with the opportunity to deliver regulated financial advice on complex planning advice areas. You will work at the heart of the advisory team, partnering with Strategic Planners, Compliance and technical specialists to design and deliver innovative, client-focused financial solutions. If you thrive in a highly technical environment and want your expertise to have real influence, this role offers the perfect opportunity. Why This Role is Different This is not a traditional paraplanning role. You will have the opportunity to: Work on complex and intellectually stimulating financial planning cases Play a strategic technical partner role to advisers Provide regulated advice on specialist cases Mentor and develop the next generation of paraplanners and advisers Influence technical standards and planning strategy across the business Your work will directly contribute to delivering high-quality financial advice that genuinely improves clients' financial futures. What You'll Be Doing Complex Financial Planning & Research Lead in-depth technical analysis and research across areas such as: Inheritance Tax mitigation strategies Trust structures and estate planning Offshore investment bonds Segmentation, assignments and withdrawals Top-slicing relief and time apportionment rules You'll be responsible for transforming complex technical structures into clear, effective planning strategies. Technical Advice & Suitability Reports Prepare high-quality suitability reports for complex planning cases including: Pension crystallisation strategies Estate and IHT planning Trust and investment bond planning You will also have the opportunity to step into the adviser role on specialist cases where appropriate. Cashflow Modelling Use advanced modelling tools to demonstrate long-term planning strategies and client outcomes , helping clients clearly visualise their financial future. Technical Leadership & Compliance Provide technical sign-off and quality assurance on complex advice cases Ensure all recommendations meet regulatory standards and Consumer Duty expectations Act as a trusted technical authority within the advisory team Mentoring & Development Support the development of colleagues by: Coaching paraplanners and advisers on complex planning areas Providing technical guidance on trusts and estate planning Helping raise the overall technical capability across the business Continuous Improvement Identify opportunities to improve paraplanning processes, efficiency and technical standards. About You You are a technically exceptional financial planning professional who enjoys tackling complex scenarios and working collaboratively with advisers and professional partners. You'll bring: Significant experience as a Senior Paraplanner or Technical Specialist Strong expertise in Inheritance Tax planning, trusts, and estate structures Confidence working with high-net-worth clients and professional intermediaries such as solicitors and accountants The ability to translate complex technical planning into clear, client-focused recommendations Excellent written and verbal communication skills A proactive and solutions-focused mindset Qualifications Essential Level 4 Diploma in Regulated Financial Planning Valid Statement of Professional Standing (SPS), or ability to obtain quickly Highly Desirable AF1 Tax & Trusts STEP Certificate or Diploma Systems Experience Experience using financial planning tools such as: Intelligent Office Iress CashCalc Microsoft Office Why Join? You'll be joining a market-leading financial wellbeing and retirement specialist that works with major organisations to help employees improve their financial future. Our client is passionate about providing clear, accessible financial guidance and advice, supporting individuals with financial education, retirement planning and investment advice. By joining you'll benefit from: Exposure to complex and intellectually rewarding financial planning work The opportunity to influence technical standards and advice delivery A collaborative environment with highly experienced financial planning professionals The chance to develop further as a trusted technical authority An excellent remuneration and benefits package is offered and you'll be working for a recognised Sunday Times "best places to work" The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
Mar 25, 2026
Full time
Are you a highly skilled Paraplanner ready to take your career to the next level? Do you enjoy solving complex financial planning challenges and shaping sophisticated strategies for high-value clients? We are looking for a Senior Paraplanner & Technical Adviser to join our clients growing team. This is an exciting hybrid role combining advanced paraplanning expertise with the opportunity to deliver regulated financial advice on complex planning advice areas. You will work at the heart of the advisory team, partnering with Strategic Planners, Compliance and technical specialists to design and deliver innovative, client-focused financial solutions. If you thrive in a highly technical environment and want your expertise to have real influence, this role offers the perfect opportunity. Why This Role is Different This is not a traditional paraplanning role. You will have the opportunity to: Work on complex and intellectually stimulating financial planning cases Play a strategic technical partner role to advisers Provide regulated advice on specialist cases Mentor and develop the next generation of paraplanners and advisers Influence technical standards and planning strategy across the business Your work will directly contribute to delivering high-quality financial advice that genuinely improves clients' financial futures. What You'll Be Doing Complex Financial Planning & Research Lead in-depth technical analysis and research across areas such as: Inheritance Tax mitigation strategies Trust structures and estate planning Offshore investment bonds Segmentation, assignments and withdrawals Top-slicing relief and time apportionment rules You'll be responsible for transforming complex technical structures into clear, effective planning strategies. Technical Advice & Suitability Reports Prepare high-quality suitability reports for complex planning cases including: Pension crystallisation strategies Estate and IHT planning Trust and investment bond planning You will also have the opportunity to step into the adviser role on specialist cases where appropriate. Cashflow Modelling Use advanced modelling tools to demonstrate long-term planning strategies and client outcomes , helping clients clearly visualise their financial future. Technical Leadership & Compliance Provide technical sign-off and quality assurance on complex advice cases Ensure all recommendations meet regulatory standards and Consumer Duty expectations Act as a trusted technical authority within the advisory team Mentoring & Development Support the development of colleagues by: Coaching paraplanners and advisers on complex planning areas Providing technical guidance on trusts and estate planning Helping raise the overall technical capability across the business Continuous Improvement Identify opportunities to improve paraplanning processes, efficiency and technical standards. About You You are a technically exceptional financial planning professional who enjoys tackling complex scenarios and working collaboratively with advisers and professional partners. You'll bring: Significant experience as a Senior Paraplanner or Technical Specialist Strong expertise in Inheritance Tax planning, trusts, and estate structures Confidence working with high-net-worth clients and professional intermediaries such as solicitors and accountants The ability to translate complex technical planning into clear, client-focused recommendations Excellent written and verbal communication skills A proactive and solutions-focused mindset Qualifications Essential Level 4 Diploma in Regulated Financial Planning Valid Statement of Professional Standing (SPS), or ability to obtain quickly Highly Desirable AF1 Tax & Trusts STEP Certificate or Diploma Systems Experience Experience using financial planning tools such as: Intelligent Office Iress CashCalc Microsoft Office Why Join? You'll be joining a market-leading financial wellbeing and retirement specialist that works with major organisations to help employees improve their financial future. Our client is passionate about providing clear, accessible financial guidance and advice, supporting individuals with financial education, retirement planning and investment advice. By joining you'll benefit from: Exposure to complex and intellectually rewarding financial planning work The opportunity to influence technical standards and advice delivery A collaborative environment with highly experienced financial planning professionals The chance to develop further as a trusted technical authority An excellent remuneration and benefits package is offered and you'll be working for a recognised Sunday Times "best places to work" The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
Our prestigious client is seeking an Employment Tax Manager for their busy team based in Reading, but they would consider their Southampton office too. In this role you will be responsible for managing a portfolio of clients, providing expert advice on employment tax matters, and supporting clients with compliance, risk management, and planning opportunities. You will oversee client relationships, lead projects, manage junior staff, and contribute to the development of the firm's employment tax service line. Key Responsibilities as Employment Tax Manager Advisory & Compliance Advise clients on all aspects of employment tax, including PAYE, NIC, benefits-in-kind, expenses, termination payments, off-payroll working (IR35), and employment status. Manage employer compliance processes, including PAYE Settlement Agreements (PSAs), P11Ds, and HMRC disclosures. Support clients with HMRC enquiries, audits, and settlements. Provide strategic advice on workforce planning, reward structures, expatriate tax issues, and employee share schemes (where applicable). Client Management & Business Development Act as the main point of contact for a portfolio of clients, ensuring excellent service delivery. Identify new advisory opportunities and support business development initiatives. Assist in preparing and presenting proposals, thought leadership, and marketing material. Practice Contribution Support the senior leadership team in growing the employment tax practice. Ensure compliance with risk management and quality control procedures. Stay up to date with legislative changes, case law, and HMRC guidance to maintain technical excellence. The person: ATT/CTA or equivalent qualification essential. Strong knowledge of UK employment tax legislation and HMRC practices. Previous experience in an employment tax role within a professional services firm or HMRC. Proven ability to manage client relationships and deliver high-quality advice. Experience in managing HMRC enquiries and negotiations. Strong analytical, problem-solving, and report-writing skills. Excellent communication skills, with the ability to explain complex tax issues clearly. Experience of supervising or mentoring junior team members. Proactive, with the ability to manage multiple projects and deadlines. Strong team player with leadership potential. Enthusiastic about contributing to the growth of the practice.
Mar 25, 2026
Full time
Our prestigious client is seeking an Employment Tax Manager for their busy team based in Reading, but they would consider their Southampton office too. In this role you will be responsible for managing a portfolio of clients, providing expert advice on employment tax matters, and supporting clients with compliance, risk management, and planning opportunities. You will oversee client relationships, lead projects, manage junior staff, and contribute to the development of the firm's employment tax service line. Key Responsibilities as Employment Tax Manager Advisory & Compliance Advise clients on all aspects of employment tax, including PAYE, NIC, benefits-in-kind, expenses, termination payments, off-payroll working (IR35), and employment status. Manage employer compliance processes, including PAYE Settlement Agreements (PSAs), P11Ds, and HMRC disclosures. Support clients with HMRC enquiries, audits, and settlements. Provide strategic advice on workforce planning, reward structures, expatriate tax issues, and employee share schemes (where applicable). Client Management & Business Development Act as the main point of contact for a portfolio of clients, ensuring excellent service delivery. Identify new advisory opportunities and support business development initiatives. Assist in preparing and presenting proposals, thought leadership, and marketing material. Practice Contribution Support the senior leadership team in growing the employment tax practice. Ensure compliance with risk management and quality control procedures. Stay up to date with legislative changes, case law, and HMRC guidance to maintain technical excellence. The person: ATT/CTA or equivalent qualification essential. Strong knowledge of UK employment tax legislation and HMRC practices. Previous experience in an employment tax role within a professional services firm or HMRC. Proven ability to manage client relationships and deliver high-quality advice. Experience in managing HMRC enquiries and negotiations. Strong analytical, problem-solving, and report-writing skills. Excellent communication skills, with the ability to explain complex tax issues clearly. Experience of supervising or mentoring junior team members. Proactive, with the ability to manage multiple projects and deadlines. Strong team player with leadership potential. Enthusiastic about contributing to the growth of the practice.
Clark Wood - Accountancy Practice & Tax Recruitment
Reading, Berkshire
Corporate Tax Senior - ReadingHere's an exciting opportunity to join one of the UK's top professional services firms in Reading. We're seeking a driven Corporate Tax Senior to join our client's thriving team in the heart of the City.As a Corporate Tax Senior, you will play a pivotal role in delivering tax advisory and compliance services to a diverse array of businesses, OMBs, SMEs, and Listed clients.Key Responsibilities: Manage a dedicated client portfolio Prepare business tax computations and tax returns Draft tax clearances and reports Conduct thorough technical research Prepare election control sheets and client review sheets Assist clients with comprehensive planning, consultancy, and advisory servicesOur client in Reading requires candidates with: ATT, CTA, ACCA, or ACA - Student or Newly Qualified CTA study support available if needed Experience in a professional services firm with exposure to mixed tax or business tax Strong understanding of business tax compliance, ideally with some planning/advisory exposureFor further info on this role, or a discreet initial conversation, please contact Rich Clark at Clark Wood Mobile: this position isn't quite right for you, reach out to explore other opportunities or refer a friend to earn a bonus of over £500 in vouchers upon their successful placement.
Mar 25, 2026
Full time
Corporate Tax Senior - ReadingHere's an exciting opportunity to join one of the UK's top professional services firms in Reading. We're seeking a driven Corporate Tax Senior to join our client's thriving team in the heart of the City.As a Corporate Tax Senior, you will play a pivotal role in delivering tax advisory and compliance services to a diverse array of businesses, OMBs, SMEs, and Listed clients.Key Responsibilities: Manage a dedicated client portfolio Prepare business tax computations and tax returns Draft tax clearances and reports Conduct thorough technical research Prepare election control sheets and client review sheets Assist clients with comprehensive planning, consultancy, and advisory servicesOur client in Reading requires candidates with: ATT, CTA, ACCA, or ACA - Student or Newly Qualified CTA study support available if needed Experience in a professional services firm with exposure to mixed tax or business tax Strong understanding of business tax compliance, ideally with some planning/advisory exposureFor further info on this role, or a discreet initial conversation, please contact Rich Clark at Clark Wood Mobile: this position isn't quite right for you, reach out to explore other opportunities or refer a friend to earn a bonus of over £500 in vouchers upon their successful placement.
London Works - Social Enterprise Recruitment Agency
Financial Crime Officer (Governance & Training) Location: City of London (Hybrid) Salary: £55,000 - £70,000 per annum + Benefits Job Type: Permanent, Full-time Sector: Insurance / Financial Services The Opportunity A leading global specialty insurer is seeking a Financial Crime Officer to join their expanding International Compliance team. Based in the heart of the City, this newly created role offers a unique opportunity to influence the financial crime framework of a prestigious international business. Reporting to the Senior Financial Crime Officer, you will be responsible for enhancing the group's Financial Crime Framework-covering Sanctions, AML, ABC, Fraud, and Market Abuse-across UK and European jurisdictions. Key Responsibilities Governance & Control: Support the delivery of a robust Financial Crime and Licensing control framework, identifying and implementing key enhancements. Risk Assessment: Assist in the annual risk assessment exercise, evaluating divisional exposure and managing remediation activities. Policy Management: Support the review and implementation of financial crime policies to ensure adherence to UK, EU, and US regulations. Reporting & MI: Deliver high-quality Management Information (MI) and Committee reports to provide senior leadership with visibility of key risks. Training & Advisory: Develop and deliver bespoke training modules and communications to ensure the business remains alert to emerging financial crime trends. The Ideal Candidate Experience: 4+ years of experience as a Financial Crime or Compliance Officer within the (re)insurance industry . Regulation: Strong understanding of UK, EU, US, and UN sanctions within the insurance sector. Technical Ability: Proven experience in financial crime risk assessments and managing registers (Gifts & Entertainment, Segregation of Duties). Communication: Excellent written skills, with the ability to convey complex regulatory messages clearly to diverse stakeholders. Location: Comfortable working from a City of London office on a hybrid basis.
Mar 25, 2026
Full time
Financial Crime Officer (Governance & Training) Location: City of London (Hybrid) Salary: £55,000 - £70,000 per annum + Benefits Job Type: Permanent, Full-time Sector: Insurance / Financial Services The Opportunity A leading global specialty insurer is seeking a Financial Crime Officer to join their expanding International Compliance team. Based in the heart of the City, this newly created role offers a unique opportunity to influence the financial crime framework of a prestigious international business. Reporting to the Senior Financial Crime Officer, you will be responsible for enhancing the group's Financial Crime Framework-covering Sanctions, AML, ABC, Fraud, and Market Abuse-across UK and European jurisdictions. Key Responsibilities Governance & Control: Support the delivery of a robust Financial Crime and Licensing control framework, identifying and implementing key enhancements. Risk Assessment: Assist in the annual risk assessment exercise, evaluating divisional exposure and managing remediation activities. Policy Management: Support the review and implementation of financial crime policies to ensure adherence to UK, EU, and US regulations. Reporting & MI: Deliver high-quality Management Information (MI) and Committee reports to provide senior leadership with visibility of key risks. Training & Advisory: Develop and deliver bespoke training modules and communications to ensure the business remains alert to emerging financial crime trends. The Ideal Candidate Experience: 4+ years of experience as a Financial Crime or Compliance Officer within the (re)insurance industry . Regulation: Strong understanding of UK, EU, US, and UN sanctions within the insurance sector. Technical Ability: Proven experience in financial crime risk assessments and managing registers (Gifts & Entertainment, Segregation of Duties). Communication: Excellent written skills, with the ability to convey complex regulatory messages clearly to diverse stakeholders. Location: Comfortable working from a City of London office on a hybrid basis.
Clark Wood - Accountancy Practice & Tax Recruitment
Cheltenham, Gloucestershire
Personal Tax Senior - Cheltenham Leading Firm of Accountants Career Progression Hybrid WorkingAn exciting opportunity has arisen for a Personal Tax Senior to join a well-established accountancy firm in Cheltenham. This role is ideal for a tax professional seeking to deepen their expertise in personal tax compliance and advisory work, with excellent prospects for career progression. Key Responsibilities Manage a portfolio of personal tax clients, including HNWIs, business owners, sole traders, and partnershipsPrepare and review self-assessment tax returns, ensuring accuracy and compliance with HMRC regulationsProvide tax planning advice on income tax, capital gains tax (CGT), and inheritance tax (IHT)Assist with HMRC enquiries and liaise with clients to resolve tax-related queriesSupport advisory projects, including residence and domicile issues, trusts, and estate planningWork closely with senior team members to identify tax-saving opportunities for clientsMentor and support junior team members in their technical development What We're Looking For Previous experience in personal tax within a UK accountancy practiceATT qualified or studying towards CTA (or equivalent experience)Strong knowledge of self-assessment, CGT, IHT, and trust taxationProficient with tax software such as CCH, Digita, or similarExcellent client communication skills, able to explain complex tax matters clearly and professionally What's on Offer Competitive salary and benefits packageHybrid working options to support work-life balanceOngoing professional development, with full CTA study support if requiredExposure to a diverse client base, providing excellent hands-on experienceClear career progression within a supportive and dynamic tax teamThis is a fantastic opportunity for a Personal Tax Senior to take the next step in their career within a progressive firm that values professional growth.For more information or to apply, contact Will Langdon at Clark Wood: Please note: This role is only open to candidates with relevant UK accountancy practice experience. Visa sponsorship is not available.
Mar 25, 2026
Full time
Personal Tax Senior - Cheltenham Leading Firm of Accountants Career Progression Hybrid WorkingAn exciting opportunity has arisen for a Personal Tax Senior to join a well-established accountancy firm in Cheltenham. This role is ideal for a tax professional seeking to deepen their expertise in personal tax compliance and advisory work, with excellent prospects for career progression. Key Responsibilities Manage a portfolio of personal tax clients, including HNWIs, business owners, sole traders, and partnershipsPrepare and review self-assessment tax returns, ensuring accuracy and compliance with HMRC regulationsProvide tax planning advice on income tax, capital gains tax (CGT), and inheritance tax (IHT)Assist with HMRC enquiries and liaise with clients to resolve tax-related queriesSupport advisory projects, including residence and domicile issues, trusts, and estate planningWork closely with senior team members to identify tax-saving opportunities for clientsMentor and support junior team members in their technical development What We're Looking For Previous experience in personal tax within a UK accountancy practiceATT qualified or studying towards CTA (or equivalent experience)Strong knowledge of self-assessment, CGT, IHT, and trust taxationProficient with tax software such as CCH, Digita, or similarExcellent client communication skills, able to explain complex tax matters clearly and professionally What's on Offer Competitive salary and benefits packageHybrid working options to support work-life balanceOngoing professional development, with full CTA study support if requiredExposure to a diverse client base, providing excellent hands-on experienceClear career progression within a supportive and dynamic tax teamThis is a fantastic opportunity for a Personal Tax Senior to take the next step in their career within a progressive firm that values professional growth.For more information or to apply, contact Will Langdon at Clark Wood: Please note: This role is only open to candidates with relevant UK accountancy practice experience. Visa sponsorship is not available.
Clark Wood - Accountancy Practice & Tax Recruitment
Newport, Dyfed
Mixed Tax Senior / Assistant Manager Newport, South WalesOur client is a growing, independent accountancy practice seeking a Tax Senior / Assistant Manager to join our established and supportive tax team.This is an excellent opportunity for an experienced tax professional looking to develop their career within a firm that genuinely values progression, technical quality, and long-term client relationships. The Role You'll be responsible for managing a varied portfolio of personal and corporate tax clients, delivering high-quality compliance services while identifying opportunities for tax planning and advisory work. Key responsibilities include: • Managing personal and corporate tax compliance for owner-managed businesses and groups• Preparing and reviewing corporation tax and personal tax returns, including P11Ds• Liaising with HMRC and handling enquiries and correspondence• Ensuring all filing and reporting deadlines are met• Responding to client queries in a timely and professional manner• Assisting with more complex corporate tax matters• Supporting and mentoring junior members of the team You'll ideally have experience in: • Corporation tax and personal tax compliance• P11Ds and partnership tax returns• Client portfolio management• Dealing with HMRC• Tax software (CCH experience desirable)• Income Tax, Capital Gains Tax, and VAT (Inheritance Tax knowledge advantageous) What's On Offer • Competitive salary depending on experience• 30 days holiday (including bank holidays and Christmas shutdown)• Life assurance (2x salary)• Pension scheme• Professional subscriptions paid• Clear progression and development opportunities• Supportive, low-turnover team environment Working Arrangements • 37.5 hours per week, Monday to Friday• Core hours: 8:30am - 4:30pm (flexibility required at peak times)• Office-based roleShould you be based in the Newport, South Wales area and keen on this this role then please contact Will Langdon at Clark Wood, /
Mar 25, 2026
Full time
Mixed Tax Senior / Assistant Manager Newport, South WalesOur client is a growing, independent accountancy practice seeking a Tax Senior / Assistant Manager to join our established and supportive tax team.This is an excellent opportunity for an experienced tax professional looking to develop their career within a firm that genuinely values progression, technical quality, and long-term client relationships. The Role You'll be responsible for managing a varied portfolio of personal and corporate tax clients, delivering high-quality compliance services while identifying opportunities for tax planning and advisory work. Key responsibilities include: • Managing personal and corporate tax compliance for owner-managed businesses and groups• Preparing and reviewing corporation tax and personal tax returns, including P11Ds• Liaising with HMRC and handling enquiries and correspondence• Ensuring all filing and reporting deadlines are met• Responding to client queries in a timely and professional manner• Assisting with more complex corporate tax matters• Supporting and mentoring junior members of the team You'll ideally have experience in: • Corporation tax and personal tax compliance• P11Ds and partnership tax returns• Client portfolio management• Dealing with HMRC• Tax software (CCH experience desirable)• Income Tax, Capital Gains Tax, and VAT (Inheritance Tax knowledge advantageous) What's On Offer • Competitive salary depending on experience• 30 days holiday (including bank holidays and Christmas shutdown)• Life assurance (2x salary)• Pension scheme• Professional subscriptions paid• Clear progression and development opportunities• Supportive, low-turnover team environment Working Arrangements • 37.5 hours per week, Monday to Friday• Core hours: 8:30am - 4:30pm (flexibility required at peak times)• Office-based roleShould you be based in the Newport, South Wales area and keen on this this role then please contact Will Langdon at Clark Wood, /
The Private Client Tax Manager will oversee and manage a portfolio of private clients, ensuring compliance with tax regulations and delivering tailored advisory services. This role is ideal for a professional with expertise in tax planning and a commitment to providing high-quality service in the professional services industry. Client Details This opportunity is with a well-established accountancy firm based in Wimbledon. They provide comprehensive tax and advisory services to a diverse client base, combining technical expertise with a client-focused approach. Description Manage a portfolio of private clients, providing bespoke tax planning and compliance services. Prepare and review personal tax returns, ensuring accuracy and adherence to regulations. Advise clients on tax-efficient strategies, inheritance tax planning, and wealth preservation. Act as the primary point of contact for client queries, delivering timely and professional responses. Collaborate with other departments to provide integrated financial and tax solutions. Keep up-to-date with changes in tax legislation and ensure clients are informed of relevant developments. Support and mentor junior staff, ensuring their professional development and performance. Identify opportunities for business development and contribute to the growth of the tax department. Profile A successful Private Client Tax Manager should have: Professional qualifications such as ACA, ACCA, ATT or CTA. Strong technical knowledge of UK private client tax legislation. Proven ability to manage a client portfolio within the professional services industry. Excellent communication skills to build and maintain client relationships. Attention to detail and a proactive approach to identifying client needs. Job Offer Competitive salary ranging from £60,000 to £67,500 per annum. Opportunities for career progression within the professional services industry. Supportive and collaborative working environment in Wimbledon. Comprehensive training and development opportunities. Exposure to a diverse and prestigious client base. Hybrid working.
Mar 25, 2026
Full time
The Private Client Tax Manager will oversee and manage a portfolio of private clients, ensuring compliance with tax regulations and delivering tailored advisory services. This role is ideal for a professional with expertise in tax planning and a commitment to providing high-quality service in the professional services industry. Client Details This opportunity is with a well-established accountancy firm based in Wimbledon. They provide comprehensive tax and advisory services to a diverse client base, combining technical expertise with a client-focused approach. Description Manage a portfolio of private clients, providing bespoke tax planning and compliance services. Prepare and review personal tax returns, ensuring accuracy and adherence to regulations. Advise clients on tax-efficient strategies, inheritance tax planning, and wealth preservation. Act as the primary point of contact for client queries, delivering timely and professional responses. Collaborate with other departments to provide integrated financial and tax solutions. Keep up-to-date with changes in tax legislation and ensure clients are informed of relevant developments. Support and mentor junior staff, ensuring their professional development and performance. Identify opportunities for business development and contribute to the growth of the tax department. Profile A successful Private Client Tax Manager should have: Professional qualifications such as ACA, ACCA, ATT or CTA. Strong technical knowledge of UK private client tax legislation. Proven ability to manage a client portfolio within the professional services industry. Excellent communication skills to build and maintain client relationships. Attention to detail and a proactive approach to identifying client needs. Job Offer Competitive salary ranging from £60,000 to £67,500 per annum. Opportunities for career progression within the professional services industry. Supportive and collaborative working environment in Wimbledon. Comprehensive training and development opportunities. Exposure to a diverse and prestigious client base. Hybrid working.
Rev & Regs is excited to be working with a global asset management firm to hire a Investment Compliance, Associate Director . It is a standout opportunity for a senior compliance professional to step into a high-profile role. This is a permanent role which will play an active part in providing regulatory advice & interpretation and compliance support. Responsibilities: This role is, expected to bring strong technical expertise to the team, and help to address Investment Management teams' compliance needs and collaborate with other advisory and monitoring leads to deliver globally consistent and best in class compliance support. Keep abreast of emerging regulatory rules and announcements and make recommendations around policy, procedure and control implications. Proactively engage with the Investment Management functions, across all asset classes, and be responsible for delivering timely and high-quality compliance and regulatory advice to all stakeholders. Communicate relevant information to respective stakeholders and management forums. Respond to client issues and regulatory inquiries related to Investment Management activities. Support review of documents like the prospectus and investment agreements and provide comments/feedback to ensure they are compliant with regulatory requirements. Proactively engage with the Regulatory Reporting teams to provide timely and high-quality compliance advice on various matters related to trade, transaction and related regulatory reporting obligations. Keep informed of internal developments which impact regulatory requirements e.g. fund structures, new products. Contribute to building a high performing team. Develop and maintain a strong peer network as well as productive relationships with senior stakeholders by providing ex-pert support, quick issue resolution & confident challenge. Play an active role in educating stakeholders, in order to drive sustainable improvements in compliance culture. Experience: Proven track record of delivering investment compliance advice focused on equities, fixed income and multi-asset instruments and Private assets preferable. Deep knowledge of the UK and European regulatory environment. Strong appreciation of specific, relevant regulation and legislation e.g. UCITS, MIFID, AIFMD, SFTR, EMIR. Relevant investment management qualification (e.g. Investment Management Certificate). Effective influencer, able to build productive relationships, while comfortable challenging and negotiating different view-points. Duration: Permanent Salary: £110,000 - £120,000 Location: Hybrid (3 days per week in City of London office)
Mar 25, 2026
Full time
Rev & Regs is excited to be working with a global asset management firm to hire a Investment Compliance, Associate Director . It is a standout opportunity for a senior compliance professional to step into a high-profile role. This is a permanent role which will play an active part in providing regulatory advice & interpretation and compliance support. Responsibilities: This role is, expected to bring strong technical expertise to the team, and help to address Investment Management teams' compliance needs and collaborate with other advisory and monitoring leads to deliver globally consistent and best in class compliance support. Keep abreast of emerging regulatory rules and announcements and make recommendations around policy, procedure and control implications. Proactively engage with the Investment Management functions, across all asset classes, and be responsible for delivering timely and high-quality compliance and regulatory advice to all stakeholders. Communicate relevant information to respective stakeholders and management forums. Respond to client issues and regulatory inquiries related to Investment Management activities. Support review of documents like the prospectus and investment agreements and provide comments/feedback to ensure they are compliant with regulatory requirements. Proactively engage with the Regulatory Reporting teams to provide timely and high-quality compliance advice on various matters related to trade, transaction and related regulatory reporting obligations. Keep informed of internal developments which impact regulatory requirements e.g. fund structures, new products. Contribute to building a high performing team. Develop and maintain a strong peer network as well as productive relationships with senior stakeholders by providing ex-pert support, quick issue resolution & confident challenge. Play an active role in educating stakeholders, in order to drive sustainable improvements in compliance culture. Experience: Proven track record of delivering investment compliance advice focused on equities, fixed income and multi-asset instruments and Private assets preferable. Deep knowledge of the UK and European regulatory environment. Strong appreciation of specific, relevant regulation and legislation e.g. UCITS, MIFID, AIFMD, SFTR, EMIR. Relevant investment management qualification (e.g. Investment Management Certificate). Effective influencer, able to build productive relationships, while comfortable challenging and negotiating different view-points. Duration: Permanent Salary: £110,000 - £120,000 Location: Hybrid (3 days per week in City of London office)
Business Tax Manager/Assistant Manager (R&D) Location - can be Reading, Newbury, Oxford or Southampton We are recruiting for a Tax Manager/Assistant Manager, with demonstrable experience in R&D. Our client offers a superb environment in which to grow and advance your career and this is an exciting role with genuine scope for progression for the right individual. This role requires an experienced tax professional and would suit an experienced Tax Manager or a well-established senior looking to take the next step into a Manager role. Our clients range from technology spinouts to international groups across a range of different industries and offers a rewarding and challenging environment for R&D tax project work. Responsibilities: It is envisaged that your role will predominantly focus on providing R&D advice and support to our clients, alongside managing a portfolio of clients. There is also an opportunity for the role to include other tax advisory projects ranging from providing transactional tax support in such areas as group reorganisations, MBOs, acquisitions and disposals, due diligence, international tax planning, share schemes, EIS and complex enquiry cases. Key requirements: ACA/ACCA/ATT/CTA qualified with the ability to demonstrate strong corporate tax technical skills, particularly with R&D experience; Ability to communicate effectively at all levels; A willingness to support the firm's marketing and business development initiatives is required; A team player - having the ability to work with the tax team and other members of the firm; Flexible on location - Newbury, Southampton, Reading or Oxford. Full or part time will be considered This provides a real opportunity for an ambitious individual to widen and deepen their tax knowledge and carries excellent career opportunities with significant scope for progression. We operate a great agile working policy providing plenty of flexibility for the right individual. Unfortunately, we cannot accept applications for this role from candidates that do not have the right to work in the UK, or require visa sponsorship, either currently or in the future. This includes those currently on a graduate visa. Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and abilities to perform the duties of the job.
Mar 25, 2026
Full time
Business Tax Manager/Assistant Manager (R&D) Location - can be Reading, Newbury, Oxford or Southampton We are recruiting for a Tax Manager/Assistant Manager, with demonstrable experience in R&D. Our client offers a superb environment in which to grow and advance your career and this is an exciting role with genuine scope for progression for the right individual. This role requires an experienced tax professional and would suit an experienced Tax Manager or a well-established senior looking to take the next step into a Manager role. Our clients range from technology spinouts to international groups across a range of different industries and offers a rewarding and challenging environment for R&D tax project work. Responsibilities: It is envisaged that your role will predominantly focus on providing R&D advice and support to our clients, alongside managing a portfolio of clients. There is also an opportunity for the role to include other tax advisory projects ranging from providing transactional tax support in such areas as group reorganisations, MBOs, acquisitions and disposals, due diligence, international tax planning, share schemes, EIS and complex enquiry cases. Key requirements: ACA/ACCA/ATT/CTA qualified with the ability to demonstrate strong corporate tax technical skills, particularly with R&D experience; Ability to communicate effectively at all levels; A willingness to support the firm's marketing and business development initiatives is required; A team player - having the ability to work with the tax team and other members of the firm; Flexible on location - Newbury, Southampton, Reading or Oxford. Full or part time will be considered This provides a real opportunity for an ambitious individual to widen and deepen their tax knowledge and carries excellent career opportunities with significant scope for progression. We operate a great agile working policy providing plenty of flexibility for the right individual. Unfortunately, we cannot accept applications for this role from candidates that do not have the right to work in the UK, or require visa sponsorship, either currently or in the future. This includes those currently on a graduate visa. Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and abilities to perform the duties of the job.
Acumatica ERP Implementation Consultant - Client-Facing, End-to-End Projects Location: Remote based - travel to and from clients when needed Salary: £60-70K+ Bonus + Benefits Type: Full-time Permanent Are you an ERP expert who loves working directly with clients, solving real business challenges, and seeing your projects make an impact? We're looking for a hands-on ERP Implementation Consultant with experience in Acumatica to join our fast-growing consultancy team. This is your chance to lead end-to-end ERP projects - from discovery and design to go-live - and play a key role in helping clients transform their operations through smart, scalable solutions. What You'll Do Lead Acumatica implementations from start to finish - discovery, design, configuration, testing, training, and go-live. Partner directly with clients to understand their goals, map processes, and design tailored ERP solutions. Configure modules across Finance, Distribution, Manufacturing, and CRM . Deliver workshops, user training, and ensure smooth change adoption. Collaborate with technical teams on integrations, data migration, and custom development. Be the go-to expert and trusted advisor for your clients throughout the journey. What You Bring Solid experience delivering end-to-end ERP projects , ideally in Acumatica. Strong grasp of business processes - finance, supply chain, inventory, or manufacturing. Confident communicator who enjoys client interaction and building lasting relationships. Analytical, solution-focused mindset with excellent problem-solving skills. ERP certification is a bonus, but practical implementation experience is key. Willingness to travel occasionally for client workshops and go-lives. Why You'll Love Working With Them Join a vibrant, growing consultancy where your voice and ideas matter. Work with diverse clients across industries on exciting, high-impact projects. Competitive pay, performance-based bonus, and clear career progression. Ongoing training, ERP certifications, and professional development support. Flexible hybrid working - because we believe great work isn't tied to one location. Ready to make an impact? If you're passionate about delivering real business transformation and want to grow your career with a consultancy that values innovation, people, and progress - we'd love to hear from you. Apply now or get in touch to learn more!
Mar 25, 2026
Full time
Acumatica ERP Implementation Consultant - Client-Facing, End-to-End Projects Location: Remote based - travel to and from clients when needed Salary: £60-70K+ Bonus + Benefits Type: Full-time Permanent Are you an ERP expert who loves working directly with clients, solving real business challenges, and seeing your projects make an impact? We're looking for a hands-on ERP Implementation Consultant with experience in Acumatica to join our fast-growing consultancy team. This is your chance to lead end-to-end ERP projects - from discovery and design to go-live - and play a key role in helping clients transform their operations through smart, scalable solutions. What You'll Do Lead Acumatica implementations from start to finish - discovery, design, configuration, testing, training, and go-live. Partner directly with clients to understand their goals, map processes, and design tailored ERP solutions. Configure modules across Finance, Distribution, Manufacturing, and CRM . Deliver workshops, user training, and ensure smooth change adoption. Collaborate with technical teams on integrations, data migration, and custom development. Be the go-to expert and trusted advisor for your clients throughout the journey. What You Bring Solid experience delivering end-to-end ERP projects , ideally in Acumatica. Strong grasp of business processes - finance, supply chain, inventory, or manufacturing. Confident communicator who enjoys client interaction and building lasting relationships. Analytical, solution-focused mindset with excellent problem-solving skills. ERP certification is a bonus, but practical implementation experience is key. Willingness to travel occasionally for client workshops and go-lives. Why You'll Love Working With Them Join a vibrant, growing consultancy where your voice and ideas matter. Work with diverse clients across industries on exciting, high-impact projects. Competitive pay, performance-based bonus, and clear career progression. Ongoing training, ERP certifications, and professional development support. Flexible hybrid working - because we believe great work isn't tied to one location. Ready to make an impact? If you're passionate about delivering real business transformation and want to grow your career with a consultancy that values innovation, people, and progress - we'd love to hear from you. Apply now or get in touch to learn more!