Director, Transaction Advisory Services - Financial Due Diligence - London, UK page is loaded Director, Transaction Advisory Services - Financial Due Diligence - London, UK Apply locations London, UK time type Full time posted on Posted 30+ Days Ago job requisition id R0638 Business Unit: Financial and Valuation Advisory Industry: TAS - Transaction Advisory Services Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for global M&A transactions under $1 billion, the No. 1 M&A advisor for the past eight consecutive years in the U.S., the No. 1 global restructuring advisor for the past nine consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by Refinitiv. Transaction Advisory Services Houlihan Lokey's Transaction Advisory Services (TAS) team assists private equity and corporate clients by providing cohesive diligence across financial, tax, data analytics, cybersecurity, and technical accounting. Leveraging data-based insights, strong technical knowledge and industry experience, the TAS team supports clients in M&A, strategic transformations and capital markets endeavors. Drawing on Houlihan Lokey's market leadership in middle-market M&A transactions, our deals experts provide candid, unbiased, and rigorous support on matters most impacting deal value, and assist investors in identifying and evaluating key value drivers and risk factors. Job Purpose: Our TAS - Financial Due Diligence practice is growing rapidly and seeking a Director to spearhead our growth in the UK. As a senior professional in the group, you will be teamed with a highly talented and dedicated group of M&A financial and tax due diligence professionals on an investment banking platform. Houlihan Lokey is the only investment bank that has a dedicated TAS practice which provides our team with greater industry insights and knowledge on current market dynamics as we partner and collaborate with the broader corporate finance and capital markets businesses. You will develop and extend your financial, business development, and interpersonal skills as you perform M&A financial due diligence related to the purchase and sale of private and public companies while greatly increasing your professional network. The environment at Houlihan Lokey is collaborative and entrepreneurial. The ideal candidate should be motivated, creative, commercially driven, and possess strong skills in overall project management, leading, managing, developing people, and business development. Candidates must have a strong knowledge and prior experience in M&A financial due diligence. We team closely with our corporate finance and restructuring colleagues across all our industry platforms, on a variety of projects and accounts. Responsibilities: Develop a go-to-market approach, build an experienced execution team and develop trusted relationships with clients and other HL business leaders Lead business development initiatives and events for both existing firm accounts as well as targeted new accounts and network with prospects to build revenue producing relationships Spearhead internal and external practice development efforts and overall account management for the UK and European markets Assist in leading various firm-level strategic growth and operational initiatives with senior members of the firm Operate as the lead officer on various multi-discipline client accounts Serve as the lead professional on engagements-serving as a principal contact with client personnel, managing client deliverables, and overseeing engagement colleagues Lead client and diligence meetings with senior sponsor and C-suite professionals, draft and review tailored due diligence reports specific to key issues such as normalized earnings, achievability of management's budget, indebtedness considerations, and working capital analysis Direct the efforts of Senior Vice Presidents, Vice Presidents, Associates and Financial Analysts, providing guidance with an apprenticeship approach and serving as a career mentor responsible for development of the team Collaborate closely with corporate finance, capital markets, valuation, and financial restructuring colleagues and drive cross-firm execution and selling efforts Basic Qualifications: The ideal candidate will be highly motivated with an exceptional work ethic, and have a demonstrated track record of client development (private equity client experience preferred) 12+ years of professional experience, including extensive financial due diligence experience at a Big 4 firm Undergraduate degree from an accredited institution Qualified Chartered Accountant or similar designation Representative domestic and cross-border deal and client history on private and public transactions and capital markets activities. Significant experience with VDD engagements Preferred Qualifications: Demonstrated client account management abilities Demonstrated direct impact to revenue growth at clients Mastery of IFRS and UK GAAP including transaction related issues Exceptional analytical abilities Exceptional verbal and written communication skills and project management skills Strong command of Microsoft Excel, PowerPoint and common database systems. Experience with data analytics tools (Alteryx, Tableau, etc.) preferred Ability and desired willingness to travel Ability to manage multiple assignments simultaneously Strong sector experience in one of the following sectors: Business Services; Consumer, Foods & Retail; Financial Services, TECH or Real Estate We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. Similar Jobs (2) Director, Transaction Advisory Services - Accounting and Financial Reporting - London, UK locations London, UK time type Full time posted on Posted 30+ Days Ago Director, Transaction Advisory Services - M&A Tax - London, UK locations London, UK time type Full time posted on Posted 30+ Days Ago Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions, the No. 1 M&A advisor for the past nine consecutive years in the U.S., the No. 1 global restructuring advisor for the past ten consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG (formerly Refinitiv).
Apr 29, 2024
Full time
Director, Transaction Advisory Services - Financial Due Diligence - London, UK page is loaded Director, Transaction Advisory Services - Financial Due Diligence - London, UK Apply locations London, UK time type Full time posted on Posted 30+ Days Ago job requisition id R0638 Business Unit: Financial and Valuation Advisory Industry: TAS - Transaction Advisory Services Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for global M&A transactions under $1 billion, the No. 1 M&A advisor for the past eight consecutive years in the U.S., the No. 1 global restructuring advisor for the past nine consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by Refinitiv. Transaction Advisory Services Houlihan Lokey's Transaction Advisory Services (TAS) team assists private equity and corporate clients by providing cohesive diligence across financial, tax, data analytics, cybersecurity, and technical accounting. Leveraging data-based insights, strong technical knowledge and industry experience, the TAS team supports clients in M&A, strategic transformations and capital markets endeavors. Drawing on Houlihan Lokey's market leadership in middle-market M&A transactions, our deals experts provide candid, unbiased, and rigorous support on matters most impacting deal value, and assist investors in identifying and evaluating key value drivers and risk factors. Job Purpose: Our TAS - Financial Due Diligence practice is growing rapidly and seeking a Director to spearhead our growth in the UK. As a senior professional in the group, you will be teamed with a highly talented and dedicated group of M&A financial and tax due diligence professionals on an investment banking platform. Houlihan Lokey is the only investment bank that has a dedicated TAS practice which provides our team with greater industry insights and knowledge on current market dynamics as we partner and collaborate with the broader corporate finance and capital markets businesses. You will develop and extend your financial, business development, and interpersonal skills as you perform M&A financial due diligence related to the purchase and sale of private and public companies while greatly increasing your professional network. The environment at Houlihan Lokey is collaborative and entrepreneurial. The ideal candidate should be motivated, creative, commercially driven, and possess strong skills in overall project management, leading, managing, developing people, and business development. Candidates must have a strong knowledge and prior experience in M&A financial due diligence. We team closely with our corporate finance and restructuring colleagues across all our industry platforms, on a variety of projects and accounts. Responsibilities: Develop a go-to-market approach, build an experienced execution team and develop trusted relationships with clients and other HL business leaders Lead business development initiatives and events for both existing firm accounts as well as targeted new accounts and network with prospects to build revenue producing relationships Spearhead internal and external practice development efforts and overall account management for the UK and European markets Assist in leading various firm-level strategic growth and operational initiatives with senior members of the firm Operate as the lead officer on various multi-discipline client accounts Serve as the lead professional on engagements-serving as a principal contact with client personnel, managing client deliverables, and overseeing engagement colleagues Lead client and diligence meetings with senior sponsor and C-suite professionals, draft and review tailored due diligence reports specific to key issues such as normalized earnings, achievability of management's budget, indebtedness considerations, and working capital analysis Direct the efforts of Senior Vice Presidents, Vice Presidents, Associates and Financial Analysts, providing guidance with an apprenticeship approach and serving as a career mentor responsible for development of the team Collaborate closely with corporate finance, capital markets, valuation, and financial restructuring colleagues and drive cross-firm execution and selling efforts Basic Qualifications: The ideal candidate will be highly motivated with an exceptional work ethic, and have a demonstrated track record of client development (private equity client experience preferred) 12+ years of professional experience, including extensive financial due diligence experience at a Big 4 firm Undergraduate degree from an accredited institution Qualified Chartered Accountant or similar designation Representative domestic and cross-border deal and client history on private and public transactions and capital markets activities. Significant experience with VDD engagements Preferred Qualifications: Demonstrated client account management abilities Demonstrated direct impact to revenue growth at clients Mastery of IFRS and UK GAAP including transaction related issues Exceptional analytical abilities Exceptional verbal and written communication skills and project management skills Strong command of Microsoft Excel, PowerPoint and common database systems. Experience with data analytics tools (Alteryx, Tableau, etc.) preferred Ability and desired willingness to travel Ability to manage multiple assignments simultaneously Strong sector experience in one of the following sectors: Business Services; Consumer, Foods & Retail; Financial Services, TECH or Real Estate We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. Similar Jobs (2) Director, Transaction Advisory Services - Accounting and Financial Reporting - London, UK locations London, UK time type Full time posted on Posted 30+ Days Ago Director, Transaction Advisory Services - M&A Tax - London, UK locations London, UK time type Full time posted on Posted 30+ Days Ago Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions, the No. 1 M&A advisor for the past nine consecutive years in the U.S., the No. 1 global restructuring advisor for the past ten consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG (formerly Refinitiv).
Resolve Recruitment are delighted to be working with one of the UK's most dynamic and forward-thinking legal firms. Due to significant expansion, our client is looking to speak with talented Solicitors working in the Private Client Advisory area. Senior Legal Associate / Legal Director / Legal Partner A number of specialist qualified Private Client Advisory Solicitors and Partners currently comprise the team, making Resolve's Law's Legal Partner one of the largest Private Client Advisory teams in the East of England. The strength and depth of expertise are possessed to ensure the delivery of the service expected in respect of technical quality, practical approach, and timeliness of advice. Purpose of job Manage a varied caseload involving all aspects of wills, trusts, tax, estate and succession planning. You will be acting largely autonomously, albeit with other team members where appropriate. Where relevant, you will also be supervising/mentoring the junior associates and trainee. Taking ownership of interaction with clients, their other advisers and intermediaries generally to grow your and the department's practice. Take client's instructions and advise on the law, tax and legal practical commercial issues. Draft relevant deeds, documents, advice notes, letters and correspondence tailored to the client's individual needs and requirements. Accountabilities Reporting to the Head of Team the role includes delivering high quality legal services to clients, performance and risk management and business development activities. The role requires management and control of varied caseload, workload, and risk management in relation to the role. It includes helping to develop relationships across departments and offices, as well as interaction with other law firms and professionals. The role also involves working with the leadership team from time to time, assisting in the design, delivery and implementation of system changes, workflow and process improvements, as well as being involved in business development activities to promote the office and the business as a whole. The candidate Our client is seeking a Senior Associate / Legal Director or Partner with a minimum of 6 years PQE who ideally has gained experience within a regional, national or City firm with a well-developed knowledge in all areas of Private Client Advisory. You will have management experience to supervise a team, with the technical ability to run and manage your own full caseload of files from initial instruction through to post completion. You will be advising on all areas of private client advisory work. You will be active in marketing and business development in order to expand this area of work and gain new clients, building good relationships with referrers in the local area. The understanding to have a flexible approach to work to ensure client deadlines are always met and clients are communicated with on a consistent and regular basis. Our client is a flexible business which has embraced a hybrid working model where colleagues enjoy a mix of home and office working. We welcome applications from people looking for flexible, agile and part time roles and our client is happy to explore your preferred working patterns as part of your application. Equal opportunities Our client is committed to recruiting individuals on merits of suitability for each role, on the basis of qualifications and experience. All applications are treated fairly and equally regardless of sexual orientation, race, disability, religious beliefs and any other protected characteristic, ensuring that there are equal opportunities at all stages of the recruitment process. Core Benefits 30 days holiday (FTE) plus Bank Holidays Long Service holiday award - 1 extra week every 10 years continuous service Private Healthcare with BUPA (offered after probation is passed) Scottish Widows Pension Scheme (5% employer / 5% Employee) Staff Profit Share / Salary sacrifice (Pensions, Staff Profit Share) Life Assurance - 4 x salary / Permanent Health Insurance Paid ESG day (Environmental, Social and Governance) Enhanced Maternity/Paternity Leave Paid parking Subsidised gym membership Electric car scheme Eye Care Voucher Agile Working Policy Dress for your Day Policy Resolce's Legal Partner is a flexible business that has embraced a hybrid working model where colleagues enjoy a mix of home and office working. Applications from people looking for flexible, agile, and part-time roles are welcomed, and preferred working patterns can be explored as part of the application. If you are a highly motivated individual with a passion for driving business growth and providing exceptional client service, we would love to hear from you. Apply now to join our client's dynamic team.
Apr 27, 2024
Full time
Resolve Recruitment are delighted to be working with one of the UK's most dynamic and forward-thinking legal firms. Due to significant expansion, our client is looking to speak with talented Solicitors working in the Private Client Advisory area. Senior Legal Associate / Legal Director / Legal Partner A number of specialist qualified Private Client Advisory Solicitors and Partners currently comprise the team, making Resolve's Law's Legal Partner one of the largest Private Client Advisory teams in the East of England. The strength and depth of expertise are possessed to ensure the delivery of the service expected in respect of technical quality, practical approach, and timeliness of advice. Purpose of job Manage a varied caseload involving all aspects of wills, trusts, tax, estate and succession planning. You will be acting largely autonomously, albeit with other team members where appropriate. Where relevant, you will also be supervising/mentoring the junior associates and trainee. Taking ownership of interaction with clients, their other advisers and intermediaries generally to grow your and the department's practice. Take client's instructions and advise on the law, tax and legal practical commercial issues. Draft relevant deeds, documents, advice notes, letters and correspondence tailored to the client's individual needs and requirements. Accountabilities Reporting to the Head of Team the role includes delivering high quality legal services to clients, performance and risk management and business development activities. The role requires management and control of varied caseload, workload, and risk management in relation to the role. It includes helping to develop relationships across departments and offices, as well as interaction with other law firms and professionals. The role also involves working with the leadership team from time to time, assisting in the design, delivery and implementation of system changes, workflow and process improvements, as well as being involved in business development activities to promote the office and the business as a whole. The candidate Our client is seeking a Senior Associate / Legal Director or Partner with a minimum of 6 years PQE who ideally has gained experience within a regional, national or City firm with a well-developed knowledge in all areas of Private Client Advisory. You will have management experience to supervise a team, with the technical ability to run and manage your own full caseload of files from initial instruction through to post completion. You will be advising on all areas of private client advisory work. You will be active in marketing and business development in order to expand this area of work and gain new clients, building good relationships with referrers in the local area. The understanding to have a flexible approach to work to ensure client deadlines are always met and clients are communicated with on a consistent and regular basis. Our client is a flexible business which has embraced a hybrid working model where colleagues enjoy a mix of home and office working. We welcome applications from people looking for flexible, agile and part time roles and our client is happy to explore your preferred working patterns as part of your application. Equal opportunities Our client is committed to recruiting individuals on merits of suitability for each role, on the basis of qualifications and experience. All applications are treated fairly and equally regardless of sexual orientation, race, disability, religious beliefs and any other protected characteristic, ensuring that there are equal opportunities at all stages of the recruitment process. Core Benefits 30 days holiday (FTE) plus Bank Holidays Long Service holiday award - 1 extra week every 10 years continuous service Private Healthcare with BUPA (offered after probation is passed) Scottish Widows Pension Scheme (5% employer / 5% Employee) Staff Profit Share / Salary sacrifice (Pensions, Staff Profit Share) Life Assurance - 4 x salary / Permanent Health Insurance Paid ESG day (Environmental, Social and Governance) Enhanced Maternity/Paternity Leave Paid parking Subsidised gym membership Electric car scheme Eye Care Voucher Agile Working Policy Dress for your Day Policy Resolce's Legal Partner is a flexible business that has embraced a hybrid working model where colleagues enjoy a mix of home and office working. Applications from people looking for flexible, agile, and part-time roles are welcomed, and preferred working patterns can be explored as part of the application. If you are a highly motivated individual with a passion for driving business growth and providing exceptional client service, we would love to hear from you. Apply now to join our client's dynamic team.
Ranked International Law Firm Restructuring & Insolvency Senior Associate 5+ PQE London This global law firm boasting over 5,000 lawyers across more than 30 countries and are known for their quality legal advice and ability to service complex, multijurisdictional mandates and for its focus on client service. Clients include many members of the US Fortune 100, 50+ of the TSE 100, and over half of the Fortune 200. The firm's Restructuring & Insolvency team are recognised in the legal directories for their top-quality work. The team regularly act for distressed companies, insolvency practitioners, creditors, private equity houses, banks and other financial institutions. They assist clients with renegotiation/refinancing banking facilities, restructure equity stakes, and guiding them through the use of insolvency or enforcement processes. The firm also leverage the wider firm's banking, private equity, pensions, employment, real estate and tax teams. The team are now seeking an experienced Restructuring solicitor with at least 5 years' experience to join their team in London. The ideal candidate will have gained experienced in restructuring and insolvency matters from a another top-tier international or city firm in London. Please apply as directed or confidentially contact Aidan McAvinue at Search Legal for more information. Alternatively, if this role is not for you, I am working a variety of other Restructuring opportunities with ranked teams in the City of London so would be interested to talk to any Restructuring lawyer. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Apr 26, 2024
Full time
Ranked International Law Firm Restructuring & Insolvency Senior Associate 5+ PQE London This global law firm boasting over 5,000 lawyers across more than 30 countries and are known for their quality legal advice and ability to service complex, multijurisdictional mandates and for its focus on client service. Clients include many members of the US Fortune 100, 50+ of the TSE 100, and over half of the Fortune 200. The firm's Restructuring & Insolvency team are recognised in the legal directories for their top-quality work. The team regularly act for distressed companies, insolvency practitioners, creditors, private equity houses, banks and other financial institutions. They assist clients with renegotiation/refinancing banking facilities, restructure equity stakes, and guiding them through the use of insolvency or enforcement processes. The firm also leverage the wider firm's banking, private equity, pensions, employment, real estate and tax teams. The team are now seeking an experienced Restructuring solicitor with at least 5 years' experience to join their team in London. The ideal candidate will have gained experienced in restructuring and insolvency matters from a another top-tier international or city firm in London. Please apply as directed or confidentially contact Aidan McAvinue at Search Legal for more information. Alternatively, if this role is not for you, I am working a variety of other Restructuring opportunities with ranked teams in the City of London so would be interested to talk to any Restructuring lawyer. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Duncan Lewis Solicitors (Ltd): Regulated by the Solicitor's Regulation Authority, Duncan Lewis Solicitors was founded in 1998 and is headquartered in the City of London (Fenchurch Street EC3M), with offices nationwide. We are recognised by the Legal 500 and Chambers & Partners UK independent legal directories as a top-tier law firm - "a diligent and professional team that is prepared to go the extra mile for its clients". A paperless law firm with over 500 personnel that embraces hybrid-working, we service both corporate entities and private individuals in over 25 areas of law across 60 languages. We give people a voice - that is our ethos. Choosing a career with Duncan Lewis is choosing a law firm that is the largest provider of publicly funded (legal aid) legal services in the country, has been Investors in People Gold Standard accredited for over 15 years and is continuously applauded nationally for the work that it does. Having demonstrated unparalleled legal expertise and a commitment to justice, we were awarded Law Firm of the Year at both the 2024 Lexis Nexis Awards and 2023 Modern Law Awards. We are named as one of the Times 200 Best Law Firms. In 2021 we were celebrated by the Chambers Europe Award as an 'outstanding firm' for diversity and inclusion. In previous years we have been awarded a number of awards, including the Law Society Excellence Award for Large Law Firm of the Year in 2020, Access to Justice at the UK Legal Diversity Awards in 2019 and the Family Law Firm of the Year at the 2015 Family Law Awards, to name just a few. Duncan Lewis is Law Society Lexcel, Cyber Essentials Plus and ISO 27001 Information Management accredited. We look to recruit dedicated and talented employees in both legal and non-legal capacities, and we are always interested to receive applications from quality candidates. If you can demonstrate a strong commitment to the areas of law provided by the firm, and you are keen to build a career with us, please apply online with your details and CV. Wills and Probate Department Background: We understand that drawing up a will or administering an estate can be an emotional experience, therefore, our specialist team will make sure that the future of our clients' families are secure and their wishes are carried out. We offer a comprehensive and personal service to clients including will drafting, inheritance tax planning advice, assistance with the administration of a will or advice on a contested will. Our team has considerable expertise in advising on international wills, wills involving extended families/ estranged family and contested wills/ probate litigation. Our probate experts offer advice under the law of England and Wales in addition to Islamic wills and inheritance matters. Main Responsibilities of the Role Report directly to and collaborating with the Board to ensure performance targets are met Professional pro-active approach, strong client care skills and a sensitive and sympathetic understanding of clients' needs Responsible for all aspects of Wills & Probate work Supervising a team of solicitors/trainees & paralegals undertaking private client work Ability to manage appropriate caseload types and complexities Assisting with casework including dealing with a range of Wills, Probate and Lasting Powers of Attorney cases including: Estate administration; Applying for and obtaining the grant of probate; Setting up trusts; Advising on inheritance tax; court of protection matter; Contesting a will; Settling any tax liabilities and affairs Attending clients, taking instructions and preparing cases Dealing with correspondence Maintaining accurate time costing procedures Implementing any recommendations made by your supervisor following monthly file reviews ensuring that these are dealt with promptly Ensuring compliance with file management Key Skills Required 5 Years+ PQE Must have a clean, valid Practicing Certificate at the time of applying Committed team player and adapt well to new challenges Previous proven supervisory experience and working to key performance indicators Professional with a pro-active approach; excellent client care skills and ability to deal with client matters in a sensitive manner and resolve complicated practicalities Professional with a pro-active approach; excellent client care skills and ability to deal with client matters in a sensitive manner to deal with vulnerable clients and resolve Excellent networking and communication skills with the ability to successfully market the Company and generate new business Excellent analytical and organizational skills Ability to use own initiative and sound judgment Working knowledge of Wills and Probate work and have the ability to service privately funded cases Have extensive experience in dealing with Wills & Probate related work Experience in own advocacy is an advantage Excellent IT Skills -familiar with Microsoft Office applications and document management skills STEP qualification preferable but not essential The recruitment process will fully comply with GDPR and other applicable laws. Background checks including CRB / DBS checks will establish your eligibility to work in the UK and suitability to the role. Equal Opportunities: Duncan Lewis is committed to Equal Opportunities and embraces diversity of its staff. The Company strives to ensure that our staff reflects the diversity of the communities we serve, which is reflective at all levels within our workforce. We guarantee an interview for candidates that disclose a disability and meet the essential requirements for the post. Please provide additional details in your covering letter if this applies. If you are interested in applying for this vacancy, please visit our website and apply using our online process for your application to be considered.
Apr 26, 2024
Full time
Duncan Lewis Solicitors (Ltd): Regulated by the Solicitor's Regulation Authority, Duncan Lewis Solicitors was founded in 1998 and is headquartered in the City of London (Fenchurch Street EC3M), with offices nationwide. We are recognised by the Legal 500 and Chambers & Partners UK independent legal directories as a top-tier law firm - "a diligent and professional team that is prepared to go the extra mile for its clients". A paperless law firm with over 500 personnel that embraces hybrid-working, we service both corporate entities and private individuals in over 25 areas of law across 60 languages. We give people a voice - that is our ethos. Choosing a career with Duncan Lewis is choosing a law firm that is the largest provider of publicly funded (legal aid) legal services in the country, has been Investors in People Gold Standard accredited for over 15 years and is continuously applauded nationally for the work that it does. Having demonstrated unparalleled legal expertise and a commitment to justice, we were awarded Law Firm of the Year at both the 2024 Lexis Nexis Awards and 2023 Modern Law Awards. We are named as one of the Times 200 Best Law Firms. In 2021 we were celebrated by the Chambers Europe Award as an 'outstanding firm' for diversity and inclusion. In previous years we have been awarded a number of awards, including the Law Society Excellence Award for Large Law Firm of the Year in 2020, Access to Justice at the UK Legal Diversity Awards in 2019 and the Family Law Firm of the Year at the 2015 Family Law Awards, to name just a few. Duncan Lewis is Law Society Lexcel, Cyber Essentials Plus and ISO 27001 Information Management accredited. We look to recruit dedicated and talented employees in both legal and non-legal capacities, and we are always interested to receive applications from quality candidates. If you can demonstrate a strong commitment to the areas of law provided by the firm, and you are keen to build a career with us, please apply online with your details and CV. Wills and Probate Department Background: We understand that drawing up a will or administering an estate can be an emotional experience, therefore, our specialist team will make sure that the future of our clients' families are secure and their wishes are carried out. We offer a comprehensive and personal service to clients including will drafting, inheritance tax planning advice, assistance with the administration of a will or advice on a contested will. Our team has considerable expertise in advising on international wills, wills involving extended families/ estranged family and contested wills/ probate litigation. Our probate experts offer advice under the law of England and Wales in addition to Islamic wills and inheritance matters. Main Responsibilities of the Role Report directly to and collaborating with the Board to ensure performance targets are met Professional pro-active approach, strong client care skills and a sensitive and sympathetic understanding of clients' needs Responsible for all aspects of Wills & Probate work Supervising a team of solicitors/trainees & paralegals undertaking private client work Ability to manage appropriate caseload types and complexities Assisting with casework including dealing with a range of Wills, Probate and Lasting Powers of Attorney cases including: Estate administration; Applying for and obtaining the grant of probate; Setting up trusts; Advising on inheritance tax; court of protection matter; Contesting a will; Settling any tax liabilities and affairs Attending clients, taking instructions and preparing cases Dealing with correspondence Maintaining accurate time costing procedures Implementing any recommendations made by your supervisor following monthly file reviews ensuring that these are dealt with promptly Ensuring compliance with file management Key Skills Required 5 Years+ PQE Must have a clean, valid Practicing Certificate at the time of applying Committed team player and adapt well to new challenges Previous proven supervisory experience and working to key performance indicators Professional with a pro-active approach; excellent client care skills and ability to deal with client matters in a sensitive manner and resolve complicated practicalities Professional with a pro-active approach; excellent client care skills and ability to deal with client matters in a sensitive manner to deal with vulnerable clients and resolve Excellent networking and communication skills with the ability to successfully market the Company and generate new business Excellent analytical and organizational skills Ability to use own initiative and sound judgment Working knowledge of Wills and Probate work and have the ability to service privately funded cases Have extensive experience in dealing with Wills & Probate related work Experience in own advocacy is an advantage Excellent IT Skills -familiar with Microsoft Office applications and document management skills STEP qualification preferable but not essential The recruitment process will fully comply with GDPR and other applicable laws. Background checks including CRB / DBS checks will establish your eligibility to work in the UK and suitability to the role. Equal Opportunities: Duncan Lewis is committed to Equal Opportunities and embraces diversity of its staff. The Company strives to ensure that our staff reflects the diversity of the communities we serve, which is reflective at all levels within our workforce. We guarantee an interview for candidates that disclose a disability and meet the essential requirements for the post. Please provide additional details in your covering letter if this applies. If you are interested in applying for this vacancy, please visit our website and apply using our online process for your application to be considered.
Our Corporate team is one of the largest practice groups in the legal network at PwC and is uniquely placed as part of the Tax practice, providing opportunities for cross-working and collaboration between specialities. We support a range of services from shareholder agreements, joint ventures, limited liability partnerships, M&A and corporate restructuring and simplification projects. Our team consists of specialists in business structuring, mergers & acquisitions, and banking. Our clients include numerous household name multinationals and listed groups as well privately owned companies, high net worth individuals, start-ups, fast growth companies and inbound groups. Our teams often work with tax, corporate finance, deals, advisory and other professionals from within PwC LLP to deliver a connected service to our clients. With more than 3,700 legal specialists in over 100 countries, our legal services network is one of the most extensive in the world, connecting you with talented professionals to leverage and learn from throughout your career with us. The role We are looking for a 7+ year PQE lawyer with a general corporate law and M&A transactional background to join this busy, friendly team and help support the continued expansion of the team. The role will be based in PwC's Manchester office. Like the rest of our team, we expect the person in this role will enjoy an interesting and challenging workload. We work on a wide range of projects across the specialisms covered by our group; most of our projects involve understanding and applying technical areas of law in detail. A large proportion of our work is carried out alongside non-lawyers in PwC such as tax and deals advisers. Not only does this give us access to projects that other law firms don't see, but it has helped our lawyers develop a deeper understanding of business issues and the commercial context for our advice. Unquestionably, PwC is one of the best-known businesses in the world; the PwC brand attracts top tier businesses and many of our clients are household names. Our team consists of 5 partners and directors and 35 other fee earners. PwC aspires to continue growing its Legal offering and the growth of the Corporate practice is a significant part of these plans. There is a variety of work and there is the opportunity to get involved in technically challenging projects for high profile clients in a meaningful way where you are valued and given responsibility within a suitably supported learning framework. Typical projects which the relevant person will get involved in might include private M&A transactions, corporate group reorganisations (domestic and international), joint ventures, shareholders agreements and LLP deeds, mergers and demergers, advising on returns of value to shareholders (share buybacks and other returns of capital), advising on VC and PE investment rounds and capital raisings, growth capital, pre and post-sale advice and management and wider employee incentive plans. The successful candidate(s) will be energetic, enthusiastic, and keen to embrace the challenge of turning their hand to many different types of corporate work rather than doing similar deals time and time again. The nature of working so closely alongside professionals in PwC's various teams across the UK, as well as worldwide, leads to an incredibly diverse range of work that the team is asked to assist with. A high level of technical competence is expected as well as knowledge of the mechanics of corporate transactional work. Each member of the team is encouraged to develop relationships with clients and with the professionals in PwC with whom we work daily. You will be expected to run certain matters under the supervision of one of the Corporate partners or directors and to work closely alongside the other fee earners in the team. Organisational skills and the ability to take on significant levels of responsibility on transactions will therefore be key attributes. A desire to network and build relationships within PwC and with clients is also important. Essential skills and experience Qualified solicitor in England & Wales or equivalent common law jurisdiction. Excellent academic background. A solid general corporate law and private company M&A background. Experience of intra-group corporate and business structuring work. An interest in working in a variety of corporate areas. Strong client service skills. 7+ years PQE. Primarily a team player but also able to work under own initiative. Clear, articulate and confident in written and verbal communication skills. Willingness to get involved in business development and networking activities
Apr 26, 2024
Full time
Our Corporate team is one of the largest practice groups in the legal network at PwC and is uniquely placed as part of the Tax practice, providing opportunities for cross-working and collaboration between specialities. We support a range of services from shareholder agreements, joint ventures, limited liability partnerships, M&A and corporate restructuring and simplification projects. Our team consists of specialists in business structuring, mergers & acquisitions, and banking. Our clients include numerous household name multinationals and listed groups as well privately owned companies, high net worth individuals, start-ups, fast growth companies and inbound groups. Our teams often work with tax, corporate finance, deals, advisory and other professionals from within PwC LLP to deliver a connected service to our clients. With more than 3,700 legal specialists in over 100 countries, our legal services network is one of the most extensive in the world, connecting you with talented professionals to leverage and learn from throughout your career with us. The role We are looking for a 7+ year PQE lawyer with a general corporate law and M&A transactional background to join this busy, friendly team and help support the continued expansion of the team. The role will be based in PwC's Manchester office. Like the rest of our team, we expect the person in this role will enjoy an interesting and challenging workload. We work on a wide range of projects across the specialisms covered by our group; most of our projects involve understanding and applying technical areas of law in detail. A large proportion of our work is carried out alongside non-lawyers in PwC such as tax and deals advisers. Not only does this give us access to projects that other law firms don't see, but it has helped our lawyers develop a deeper understanding of business issues and the commercial context for our advice. Unquestionably, PwC is one of the best-known businesses in the world; the PwC brand attracts top tier businesses and many of our clients are household names. Our team consists of 5 partners and directors and 35 other fee earners. PwC aspires to continue growing its Legal offering and the growth of the Corporate practice is a significant part of these plans. There is a variety of work and there is the opportunity to get involved in technically challenging projects for high profile clients in a meaningful way where you are valued and given responsibility within a suitably supported learning framework. Typical projects which the relevant person will get involved in might include private M&A transactions, corporate group reorganisations (domestic and international), joint ventures, shareholders agreements and LLP deeds, mergers and demergers, advising on returns of value to shareholders (share buybacks and other returns of capital), advising on VC and PE investment rounds and capital raisings, growth capital, pre and post-sale advice and management and wider employee incentive plans. The successful candidate(s) will be energetic, enthusiastic, and keen to embrace the challenge of turning their hand to many different types of corporate work rather than doing similar deals time and time again. The nature of working so closely alongside professionals in PwC's various teams across the UK, as well as worldwide, leads to an incredibly diverse range of work that the team is asked to assist with. A high level of technical competence is expected as well as knowledge of the mechanics of corporate transactional work. Each member of the team is encouraged to develop relationships with clients and with the professionals in PwC with whom we work daily. You will be expected to run certain matters under the supervision of one of the Corporate partners or directors and to work closely alongside the other fee earners in the team. Organisational skills and the ability to take on significant levels of responsibility on transactions will therefore be key attributes. A desire to network and build relationships within PwC and with clients is also important. Essential skills and experience Qualified solicitor in England & Wales or equivalent common law jurisdiction. Excellent academic background. A solid general corporate law and private company M&A background. Experience of intra-group corporate and business structuring work. An interest in working in a variety of corporate areas. Strong client service skills. 7+ years PQE. Primarily a team player but also able to work under own initiative. Clear, articulate and confident in written and verbal communication skills. Willingness to get involved in business development and networking activities
Duncan Lewis Solicitors (Ltd): Regulated by the Solicitor's Regulation Authority, Duncan Lewis Solicitors was founded in 1998 and is headquartered in the City of London (Fenchurch Street EC3M), with offices nationwide. We are recognised by the Legal 500 and Chambers & Partners UK independent legal directories as a top-tier law firm - "a diligent and professional team that is prepared to go the extra mile for its clients". A paperless law firm with over 500 personnel that embraces hybrid-working, we service both corporate entities and private individuals in over 25 areas of law across 60 languages. We give people a voice - that is our ethos. Choosing a career with Duncan Lewis is choosing a law firm that is the largest provider of publicly funded (legal aid) legal services in the country, has been Investors in People Gold Standard accredited for over 15 years and is continuously applauded nationally for the work that it does. Having demonstrated unparalleled legal expertise and a commitment to justice, we were awarded Law Firm of the Year at both the 2024 Lexis Nexis Awards and 2023 Modern Law Awards. We are named as one of the Times 200 Best Law Firms. In 2021 we were celebrated by the Chambers Europe Award as an 'outstanding firm' for diversity and inclusion. In previous years we have been awarded a number of awards, including the Law Society Excellence Award for Large Law Firm of the Year in 2020, Access to Justice at the UK Legal Diversity Awards in 2019 and the Family Law Firm of the Year at the 2015 Family Law Awards, to name just a few. Duncan Lewis is Law Society Lexcel, Cyber Essentials Plus and ISO 27001 Information Management accredited. We look to recruit dedicated and talented employees in both legal and non-legal capacities, and we are always interested to receive applications from quality candidates. If you can demonstrate a strong commitment to the areas of law provided by the firm, and you are keen to build a career with us, please apply online with your details and CV. Wills & Probate Department Background: We understand that drawing up a will or administering an estate can be an emotional experience, therefore, our specialist team will make sure that the future of our clients' families are secure and their wishes are carried out. We offer a comprehensive and personal service to clients including will drafting, inheritance tax planning advice, assistance with the administration of a will or advice on a contested will. Our team has considerable expertise in advising on international wills, wills involving extended families/ estranged family and contested wills/ probate litigation. Our probate experts offer advice under the law of England and Wales in addition to Islamic wills and inheritance matters Main Responsibilities of the Role Report directly to Department Director Professional pro-active approach, strong client care skills and a sensitive and sympathetic understanding of clients' needs Responsible for all aspects of Wills & Probate work and on occasions, where appropriate providing technical expertise and guidance to other team members and Head of Department Ability to manage appropriate caseload types and complexities Assisting with casework including dealing with a range of Wills, Probate and Lasting Powers of Attorney cases including: Estate administration; Applying for and obtaining the grant of probate; Setting up trusts; Advising on inheritance tax; Contesting a will; Settling any tax liabilities and affairs; court of protection matters Attending clients, taking instructions and preparing cases Dealing with correspondence Maintaining accurate time costing procedures Implementing any recommendations made by your supervisor following monthly file reviews ensuring that these are dealt with promptly Ensuring compliance with file management. Key Skills Required Qualified Solicitor or Chartered Legal Executive with 1+ year's technical experience in Wills and Probate law Must have a clean, valid Practicing Certificate at the time of applying Committed team player and adapt well to new challenges Previous proven supervisory experience and working to key performance indicators Professional with a pro-active approach; excellent client care skills and ability to deal with client matters in a sensitive manner and resolve complicated practicalities Excellent networking and communication skills with the ability to successfully market the Company and generate new business Excellent analytical and organizational skills Ability to use own initiative and sound judgment Working knowledge of Wills and Probate work and have the ability to service privately funded cases Have extensive experience in dealing with Wills & Probate related work Experience in own advocacy is an advantage Excellent IT Skills -familiar with Microsoft Office applications and document management skills The recruitment process will fully comply with GDPR and other applicable laws. Background checks including CRB / DBS checks will establish your eligibility to work in the UK and suitability to the role. Equal Opportunities: Duncan Lewis is committed to Equal Opportunities and embraces diversity of its staff. The Company strives to ensure that our staff reflects the diversity of the communities we serve, which is reflective at all levels within our workforce. We guarantee an interview for candidates that disclose a disability and meet the essential requirements for the post. Please provide additional details in your covering letter if this applies. If you are interested in applying for this vacancy, please visit our website and apply using our online process for your application to be considered.
Apr 26, 2024
Full time
Duncan Lewis Solicitors (Ltd): Regulated by the Solicitor's Regulation Authority, Duncan Lewis Solicitors was founded in 1998 and is headquartered in the City of London (Fenchurch Street EC3M), with offices nationwide. We are recognised by the Legal 500 and Chambers & Partners UK independent legal directories as a top-tier law firm - "a diligent and professional team that is prepared to go the extra mile for its clients". A paperless law firm with over 500 personnel that embraces hybrid-working, we service both corporate entities and private individuals in over 25 areas of law across 60 languages. We give people a voice - that is our ethos. Choosing a career with Duncan Lewis is choosing a law firm that is the largest provider of publicly funded (legal aid) legal services in the country, has been Investors in People Gold Standard accredited for over 15 years and is continuously applauded nationally for the work that it does. Having demonstrated unparalleled legal expertise and a commitment to justice, we were awarded Law Firm of the Year at both the 2024 Lexis Nexis Awards and 2023 Modern Law Awards. We are named as one of the Times 200 Best Law Firms. In 2021 we were celebrated by the Chambers Europe Award as an 'outstanding firm' for diversity and inclusion. In previous years we have been awarded a number of awards, including the Law Society Excellence Award for Large Law Firm of the Year in 2020, Access to Justice at the UK Legal Diversity Awards in 2019 and the Family Law Firm of the Year at the 2015 Family Law Awards, to name just a few. Duncan Lewis is Law Society Lexcel, Cyber Essentials Plus and ISO 27001 Information Management accredited. We look to recruit dedicated and talented employees in both legal and non-legal capacities, and we are always interested to receive applications from quality candidates. If you can demonstrate a strong commitment to the areas of law provided by the firm, and you are keen to build a career with us, please apply online with your details and CV. Wills & Probate Department Background: We understand that drawing up a will or administering an estate can be an emotional experience, therefore, our specialist team will make sure that the future of our clients' families are secure and their wishes are carried out. We offer a comprehensive and personal service to clients including will drafting, inheritance tax planning advice, assistance with the administration of a will or advice on a contested will. Our team has considerable expertise in advising on international wills, wills involving extended families/ estranged family and contested wills/ probate litigation. Our probate experts offer advice under the law of England and Wales in addition to Islamic wills and inheritance matters Main Responsibilities of the Role Report directly to Department Director Professional pro-active approach, strong client care skills and a sensitive and sympathetic understanding of clients' needs Responsible for all aspects of Wills & Probate work and on occasions, where appropriate providing technical expertise and guidance to other team members and Head of Department Ability to manage appropriate caseload types and complexities Assisting with casework including dealing with a range of Wills, Probate and Lasting Powers of Attorney cases including: Estate administration; Applying for and obtaining the grant of probate; Setting up trusts; Advising on inheritance tax; Contesting a will; Settling any tax liabilities and affairs; court of protection matters Attending clients, taking instructions and preparing cases Dealing with correspondence Maintaining accurate time costing procedures Implementing any recommendations made by your supervisor following monthly file reviews ensuring that these are dealt with promptly Ensuring compliance with file management. Key Skills Required Qualified Solicitor or Chartered Legal Executive with 1+ year's technical experience in Wills and Probate law Must have a clean, valid Practicing Certificate at the time of applying Committed team player and adapt well to new challenges Previous proven supervisory experience and working to key performance indicators Professional with a pro-active approach; excellent client care skills and ability to deal with client matters in a sensitive manner and resolve complicated practicalities Excellent networking and communication skills with the ability to successfully market the Company and generate new business Excellent analytical and organizational skills Ability to use own initiative and sound judgment Working knowledge of Wills and Probate work and have the ability to service privately funded cases Have extensive experience in dealing with Wills & Probate related work Experience in own advocacy is an advantage Excellent IT Skills -familiar with Microsoft Office applications and document management skills The recruitment process will fully comply with GDPR and other applicable laws. Background checks including CRB / DBS checks will establish your eligibility to work in the UK and suitability to the role. Equal Opportunities: Duncan Lewis is committed to Equal Opportunities and embraces diversity of its staff. The Company strives to ensure that our staff reflects the diversity of the communities we serve, which is reflective at all levels within our workforce. We guarantee an interview for candidates that disclose a disability and meet the essential requirements for the post. Please provide additional details in your covering letter if this applies. If you are interested in applying for this vacancy, please visit our website and apply using our online process for your application to be considered.
Director, Tax Transaction Advisory Services London, United Kingdom London, United Kingdom Tax We are currently looking for an experienced Transaction Tax professional who can help lead our Transaction Tax team and deliver UK and international tax due diligence and structuring projects. The Transaction Tax team are part of the firms' wider Transaction Advisory Services team which provide Financial and Tax Due Diligence, deal structuring advice and related services such as SPA support. In addition, our Transaction Tax team also support other service lines within Kroll on UK and international tax issues. We also provide UK tax compliance and advisory services to the alternative asset management sector, including Private Equity funds. We offer you the opportunity to advance your team and business development skills as well as manage your own portfolio of transactional clients, within a work environment that offers variety and is challenging and rewarding. This is a technical client facing role, in which you are expected to have strong UK tax technical skills, together with the ability to lead international tax projects and operate commercially in delivering your advice. Day to day responsibilities: Be able to lead UK tax due diligence and structuring projects, demonstrating strong UK tax technical skills and deep experience in UK tax due diligence and transactional structuring issues, together with a commercial "can do" approach. Be able to lead international tax due diligence and structuring projects (including providing instruction to and liaising with international tax counsel where necessary). Be able to work effectively with the wider FDD and TAS team to deliver seamless client service on transactions. Manage the financial and administrative side of the transactions you are running. Manage junior colleagues as part of the team working on your transactions. Act as a senior point of contact within the tax team for clients, targets and for internal requests for support from other services lines. Be responsible for coaching, mentoring and counselling junior staff more generally. Build client relationships proactively, seeking and identifying new business opportunities that drives workflow for both the tax group and our wider business lines. Educated to degree level and a qualified accountant (ACA) or lawyer, with at least 8 years PQE in tax, of which at least 3 years should be in a transactional tax role. Big 4/magic circle training and/or CTA qualification an advantage. Strong expertise and experience in UK and international tax technical matters relevant to due diligence and structuring is key. Additional experience in tax compliance and advisory work for alternative investment managers and PE funds is an advantage. A strong work ethic and the ability to deliver projects without excessive supervision is key. You must be able to manage several simultaneous work streams and be able to work in a high pressure environment meeting your deadlines You should have excellent written and verbal communication skills including the ability to communicate complex tax issues with non-tax experts. Strong project management skills, with the ability to provide leadership and direction to team members About Kroll Join the global leader in risk and financial advisory solutions-Kroll. With a nearly century-long legacy, we blend trusted expertise with cutting-edge technology to navigate and redefine industry complexities. As a part of One Team, One Kroll, you'll contribute to a collaborative and empowering environment, propelling your career to new heights. Ready to build, protect, restore and maximize our clients' value? Your journey begins with Kroll. Kroll is committed to creating an inclusive work environment. We are proud to be an equal opportunity employer and will consider all qualified applicants regardless of gender, gender identity, race, religion, color, nationality, ethnic origin, sexual orientation, marital status, veteran status, age or disability. In order to be considered for a position, you must formally apply via Annual Impact Report 2023: Doing Business Consciously In this report, you will see how our global workforce of colleagues has brought together diversity of thought to challenge each other and work shoulder to shoulder for greater good. Kroll is headquartered in New York with offices around the world. Sign up to receive periodic news, reports, and invitations from Kroll.Our privacy policy describes how your data will be processed. 2024 Kroll, LLC. All rights reserved.Kroll is not affiliated with Kroll Bond Rating Agency,Kroll OnTrack Inc. or their affiliated businesses. Read more . Kroll is committed to providing equal opportunities in employment. We will not discriminate between applications for reason of gender, race, religion, color, nationality, ethnic origin, sexual , marital status, gender identity, veteran status, age or disability. If you are an individual with disabilities who needs accommodation or you are having difficulty using our website to apply for employment, please contact Emily Spears at +1 . This contact information is for accommodation requests only and cannot be used to inquire about status of an application. Click here to view a video regarding self-identification of individuals with disabilities or those requesting accommodation. Applicants and employees notice of EEO rights are available in our office and online here. Click here to read our Pay Transparency Policy.
Apr 26, 2024
Full time
Director, Tax Transaction Advisory Services London, United Kingdom London, United Kingdom Tax We are currently looking for an experienced Transaction Tax professional who can help lead our Transaction Tax team and deliver UK and international tax due diligence and structuring projects. The Transaction Tax team are part of the firms' wider Transaction Advisory Services team which provide Financial and Tax Due Diligence, deal structuring advice and related services such as SPA support. In addition, our Transaction Tax team also support other service lines within Kroll on UK and international tax issues. We also provide UK tax compliance and advisory services to the alternative asset management sector, including Private Equity funds. We offer you the opportunity to advance your team and business development skills as well as manage your own portfolio of transactional clients, within a work environment that offers variety and is challenging and rewarding. This is a technical client facing role, in which you are expected to have strong UK tax technical skills, together with the ability to lead international tax projects and operate commercially in delivering your advice. Day to day responsibilities: Be able to lead UK tax due diligence and structuring projects, demonstrating strong UK tax technical skills and deep experience in UK tax due diligence and transactional structuring issues, together with a commercial "can do" approach. Be able to lead international tax due diligence and structuring projects (including providing instruction to and liaising with international tax counsel where necessary). Be able to work effectively with the wider FDD and TAS team to deliver seamless client service on transactions. Manage the financial and administrative side of the transactions you are running. Manage junior colleagues as part of the team working on your transactions. Act as a senior point of contact within the tax team for clients, targets and for internal requests for support from other services lines. Be responsible for coaching, mentoring and counselling junior staff more generally. Build client relationships proactively, seeking and identifying new business opportunities that drives workflow for both the tax group and our wider business lines. Educated to degree level and a qualified accountant (ACA) or lawyer, with at least 8 years PQE in tax, of which at least 3 years should be in a transactional tax role. Big 4/magic circle training and/or CTA qualification an advantage. Strong expertise and experience in UK and international tax technical matters relevant to due diligence and structuring is key. Additional experience in tax compliance and advisory work for alternative investment managers and PE funds is an advantage. A strong work ethic and the ability to deliver projects without excessive supervision is key. You must be able to manage several simultaneous work streams and be able to work in a high pressure environment meeting your deadlines You should have excellent written and verbal communication skills including the ability to communicate complex tax issues with non-tax experts. Strong project management skills, with the ability to provide leadership and direction to team members About Kroll Join the global leader in risk and financial advisory solutions-Kroll. With a nearly century-long legacy, we blend trusted expertise with cutting-edge technology to navigate and redefine industry complexities. As a part of One Team, One Kroll, you'll contribute to a collaborative and empowering environment, propelling your career to new heights. Ready to build, protect, restore and maximize our clients' value? Your journey begins with Kroll. Kroll is committed to creating an inclusive work environment. We are proud to be an equal opportunity employer and will consider all qualified applicants regardless of gender, gender identity, race, religion, color, nationality, ethnic origin, sexual orientation, marital status, veteran status, age or disability. In order to be considered for a position, you must formally apply via Annual Impact Report 2023: Doing Business Consciously In this report, you will see how our global workforce of colleagues has brought together diversity of thought to challenge each other and work shoulder to shoulder for greater good. Kroll is headquartered in New York with offices around the world. Sign up to receive periodic news, reports, and invitations from Kroll.Our privacy policy describes how your data will be processed. 2024 Kroll, LLC. All rights reserved.Kroll is not affiliated with Kroll Bond Rating Agency,Kroll OnTrack Inc. or their affiliated businesses. Read more . Kroll is committed to providing equal opportunities in employment. We will not discriminate between applications for reason of gender, race, religion, color, nationality, ethnic origin, sexual , marital status, gender identity, veteran status, age or disability. If you are an individual with disabilities who needs accommodation or you are having difficulty using our website to apply for employment, please contact Emily Spears at +1 . This contact information is for accommodation requests only and cannot be used to inquire about status of an application. Click here to view a video regarding self-identification of individuals with disabilities or those requesting accommodation. Applicants and employees notice of EEO rights are available in our office and online here. Click here to read our Pay Transparency Policy.
Private Client Tax Senior Manager - Law Firm Location London Type Permanent Tax Director - Private Client Law Firm Based in London Competitive package Are you keen to move away from a main stream accounting firm into a Law with a wide range of HNWI clients? Are you a Private Client Tax Senior manager and keen to step up to Director? Does the thought of working for a smaller offering working away from a large corporate firm appeal? Would you like a role that can offer you flexible hours and manage your work-life balance? This role will be working within this London law firm who is looking to grow out it's Private Client tax offering. You will be key member working closely with a well connected Private Client Tax Partner and wider Legal partners where you will be client facing from the offset with the view to becoming a trusted advisor to UHNWI, HNWI, families and their estate as well as its ongoing trusts. You will be responsible in developing junior members of staff and understand the art of delegation. Work will include: - Key development of the Private client tax planning and strategies Deliver close working client services with UHNWI individuals, financial advisory's, agents, private wealth/banking Dealing with tax structure on transactions including commercial & residential properties, art etc Working on wider projects in relation to various taxation matters including onshore & offshore trust, capital gains tax, structures and inheritance tax planning. Present quarterly presentations to team and partners Develop and up skill the Private Client team You will ideally be:- ATT/CTA/STEP Qualified with some post qualified experience or possibly from a Legal background A great understanding of complex Private Client Tax matters Have an Accounting Consultancy, Legal or Family Office background Ideally with some experience focusing on Business Development and commercial opportunities. What next:- I am looking for driven ambitious Private Client Tax Senior Manager's to step up to Director or if you are wanting a role away from a Big 4/Top 20 accounting firm as Director, and the thought of working within the legal profession appeals to you you then please do get in touch on or 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.
Apr 25, 2024
Full time
Private Client Tax Senior Manager - Law Firm Location London Type Permanent Tax Director - Private Client Law Firm Based in London Competitive package Are you keen to move away from a main stream accounting firm into a Law with a wide range of HNWI clients? Are you a Private Client Tax Senior manager and keen to step up to Director? Does the thought of working for a smaller offering working away from a large corporate firm appeal? Would you like a role that can offer you flexible hours and manage your work-life balance? This role will be working within this London law firm who is looking to grow out it's Private Client tax offering. You will be key member working closely with a well connected Private Client Tax Partner and wider Legal partners where you will be client facing from the offset with the view to becoming a trusted advisor to UHNWI, HNWI, families and their estate as well as its ongoing trusts. You will be responsible in developing junior members of staff and understand the art of delegation. Work will include: - Key development of the Private client tax planning and strategies Deliver close working client services with UHNWI individuals, financial advisory's, agents, private wealth/banking Dealing with tax structure on transactions including commercial & residential properties, art etc Working on wider projects in relation to various taxation matters including onshore & offshore trust, capital gains tax, structures and inheritance tax planning. Present quarterly presentations to team and partners Develop and up skill the Private Client team You will ideally be:- ATT/CTA/STEP Qualified with some post qualified experience or possibly from a Legal background A great understanding of complex Private Client Tax matters Have an Accounting Consultancy, Legal or Family Office background Ideally with some experience focusing on Business Development and commercial opportunities. What next:- I am looking for driven ambitious Private Client Tax Senior Manager's to step up to Director or if you are wanting a role away from a Big 4/Top 20 accounting firm as Director, and the thought of working within the legal profession appeals to you you then please do get in touch on or 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 keen to move away from a main stream accounting firm into a Law with a wide range of HNWI clients? Are you a Private Client Tax Senior manager and keen to step up to Director? Does the thought of working for a smaller offering working away from a large corporate firm appeal? Would you like a role that can offer you flexible hours and manage your work-life balance? This role will be working within this London law firm who is looking to grow out it's Private Client tax offering. You will be key member working closely with a well connected Private Client Tax Partner and wider Legal partners where you will be client facing from the offset with the view to becoming a trusted advisor to UHNWI, HNWI, families and their estate as well as its ongoing trusts. You will be responsible in developing junior members of staff and understand the art of delegation. Work will include: - Key development of the Private client tax planning and strategies Deliver close working client services with UHNWI individuals, financial advisory's, agents, private wealth/banking Dealing with tax structure on transactions including commercial & residential properties, art etc Working on wider projects in relation to various taxation matters including onshore & offshore trust, capital gains tax, structures and inheritance tax planning. Present quarterly presentations to team and partners Develop and up skill the Private Client team You will ideally be:- ATT/CTA/STEP Qualified with some post qualified experience or possibly from a Legal background A great understanding of complex Private Client Tax matters Have an Accounting Consultancy, Legal or Family Office background Ideally with some experience focusing on Business Development and commercial opportunities. What next:- I am looking for driven ambitious Private Client Tax Senior Manager's to step up to Director or if you are wanting a role away from a Big 4/Top 20 accounting firm as Director, and the thought of working within the legal profession appeals to you you then please do get in touch on or 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.
Apr 24, 2024
Full time
Are you keen to move away from a main stream accounting firm into a Law with a wide range of HNWI clients? Are you a Private Client Tax Senior manager and keen to step up to Director? Does the thought of working for a smaller offering working away from a large corporate firm appeal? Would you like a role that can offer you flexible hours and manage your work-life balance? This role will be working within this London law firm who is looking to grow out it's Private Client tax offering. You will be key member working closely with a well connected Private Client Tax Partner and wider Legal partners where you will be client facing from the offset with the view to becoming a trusted advisor to UHNWI, HNWI, families and their estate as well as its ongoing trusts. You will be responsible in developing junior members of staff and understand the art of delegation. Work will include: - Key development of the Private client tax planning and strategies Deliver close working client services with UHNWI individuals, financial advisory's, agents, private wealth/banking Dealing with tax structure on transactions including commercial & residential properties, art etc Working on wider projects in relation to various taxation matters including onshore & offshore trust, capital gains tax, structures and inheritance tax planning. Present quarterly presentations to team and partners Develop and up skill the Private Client team You will ideally be:- ATT/CTA/STEP Qualified with some post qualified experience or possibly from a Legal background A great understanding of complex Private Client Tax matters Have an Accounting Consultancy, Legal or Family Office background Ideally with some experience focusing on Business Development and commercial opportunities. What next:- I am looking for driven ambitious Private Client Tax Senior Manager's to step up to Director or if you are wanting a role away from a Big 4/Top 20 accounting firm as Director, and the thought of working within the legal profession appeals to you you then please do get in touch on or 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.
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. We'll broaden your horizons Working hard and working together, our Tax team thrives on keeping busy. Friendly, driven and diverse, they service our clients across the country and around the world. By providing expertise in many different specialist areas of tax, they collaborate across BDO to deliver wider business solutions. From meeting clients' evolving business needs to managing changes to legislation, there are always fresh challenges to face in the Tax team. If you're after a career that will keep you on your toes, we'll give you the autonomy to drive your career forward. We'll help you succeed We are looking for someone who is willing to get involved, and who is keen to learn and develop - the team will support you in gaining new market knowledge, new skills, and new technical expertise to help build your career. At BDO we are proud of our Workable hybrid working framework - we have core team days, and an expectation that team members will be at our Baker Street hub for at least 2 days a week, but otherwise you will have substantial freedom to plan your balance of time in the office and time at home. You will be joining one of the largest Professional Services tax teams in London. We serve a wide variety of clients within the sector, including law firms, consultants, recruiters, architects and property services firms, as well as financial services businesses and private equity firms. We also look after their Partners and Senior Executives. The role provides an exceptional opportunity for the successful candidate to develop their technical, commercial and client relationship skills in a supportive and collaborative environment, working with colleagues who are recognised as experts in the sector. Our client base will provide you with a fantastic opportunity to work on a challenging and varied portfolio, delivering tax reporting, compliance and advisory services both in the UK and internationally. You will have the chance to deal with matters relating to the management of clients operating within the professional services and investment fund management sectors , particularly partnerships/LLPs and their partners, as well as some corporate businesses. Furthermore, you will be able to consider and highlight further opportunities to develop new work. You will be trusted to lead client relationships and run your portfolio of clients, supported by directors and partners in the team and working with more junior colleagues. You will work in a team leading the market in professional partnerships - your portfolio will include an exciting and prestigious range of clients operating within the professional services sector, particularly partnerships/LLPs and their partners, as well as some corporate businesses. You will also: Run client relationships - acting as a key point of contact for clients, ensuring the team respond promptly to, as well as anticipate, client requests/needs, and maintaining regular contact with clients. Manage a portfolio of clients, running the client service team to deliver tax compliance and advisory services. Develop your own network of contacts internally and externally, supporting your own career development and the growth of our business. Deal with interesting and varied tax issues, with support from partners and directors. Actively participate in the management of the group. Be responsible for coaching and developing junior members of staff. Act as a liaison between the client and other specialist service groups within BDO, both in the UK and internationally. When you join us, we'll make your growth our priority. If you can demonstrate the following skills, we can help you go far. We're looking for someone with: Qualified ACA/CTA (or equivalent) with demonstrable post-qualified experience. Experience in a corporate and/or partnership tax compliance and advisory role, ideally including experience of dealing with professional partnerships. Significant involvement in and ability to deal with interesting and challenging tax advisory projects. Experience of dealing with client senior management and managing staff. A commitment to technical and personal development, with the drive and ambition to progress and fulfil your full potential. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Apr 24, 2024
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. We'll broaden your horizons Working hard and working together, our Tax team thrives on keeping busy. Friendly, driven and diverse, they service our clients across the country and around the world. By providing expertise in many different specialist areas of tax, they collaborate across BDO to deliver wider business solutions. From meeting clients' evolving business needs to managing changes to legislation, there are always fresh challenges to face in the Tax team. If you're after a career that will keep you on your toes, we'll give you the autonomy to drive your career forward. We'll help you succeed We are looking for someone who is willing to get involved, and who is keen to learn and develop - the team will support you in gaining new market knowledge, new skills, and new technical expertise to help build your career. At BDO we are proud of our Workable hybrid working framework - we have core team days, and an expectation that team members will be at our Baker Street hub for at least 2 days a week, but otherwise you will have substantial freedom to plan your balance of time in the office and time at home. You will be joining one of the largest Professional Services tax teams in London. We serve a wide variety of clients within the sector, including law firms, consultants, recruiters, architects and property services firms, as well as financial services businesses and private equity firms. We also look after their Partners and Senior Executives. The role provides an exceptional opportunity for the successful candidate to develop their technical, commercial and client relationship skills in a supportive and collaborative environment, working with colleagues who are recognised as experts in the sector. Our client base will provide you with a fantastic opportunity to work on a challenging and varied portfolio, delivering tax reporting, compliance and advisory services both in the UK and internationally. You will have the chance to deal with matters relating to the management of clients operating within the professional services and investment fund management sectors , particularly partnerships/LLPs and their partners, as well as some corporate businesses. Furthermore, you will be able to consider and highlight further opportunities to develop new work. You will be trusted to lead client relationships and run your portfolio of clients, supported by directors and partners in the team and working with more junior colleagues. You will work in a team leading the market in professional partnerships - your portfolio will include an exciting and prestigious range of clients operating within the professional services sector, particularly partnerships/LLPs and their partners, as well as some corporate businesses. You will also: Run client relationships - acting as a key point of contact for clients, ensuring the team respond promptly to, as well as anticipate, client requests/needs, and maintaining regular contact with clients. Manage a portfolio of clients, running the client service team to deliver tax compliance and advisory services. Develop your own network of contacts internally and externally, supporting your own career development and the growth of our business. Deal with interesting and varied tax issues, with support from partners and directors. Actively participate in the management of the group. Be responsible for coaching and developing junior members of staff. Act as a liaison between the client and other specialist service groups within BDO, both in the UK and internationally. When you join us, we'll make your growth our priority. If you can demonstrate the following skills, we can help you go far. We're looking for someone with: Qualified ACA/CTA (or equivalent) with demonstrable post-qualified experience. Experience in a corporate and/or partnership tax compliance and advisory role, ideally including experience of dealing with professional partnerships. Significant involvement in and ability to deal with interesting and challenging tax advisory projects. Experience of dealing with client senior management and managing staff. A commitment to technical and personal development, with the drive and ambition to progress and fulfil your full potential. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
We help our clients stay ahead of changes that impact their businesses, navigating complexity and risk. We deliver deep tax technical, people and legal expertise, while providing the critical context to make informed and compliant decisions. With clients ranging from multinational organisations and public sector bodies to entrepreneurs and family businesses, the work we do is diverse. Our Private Client Alternative Investment Fund team specialise in advising wealthy individuals and their businesses in the Alternative Investment Fund space. We work within both PwC's Private Client Network and AIF network, collaborating widely to offer a holistic, end to end service to our clients. We value curious minds and collaborative spirits, working together to help clients navigate the ever changing tax landscape. As part of the team you'll be actively encouraged to consult, to share specialist knowledge and new ideas as we continue to innovate to deliver a best in class service. Responsibilities We are looking to recruit a Manager based in either our More London office, Edinburgh, or Newcastle with experience of advising high net worth individuals, private equity executives and business owners on a broad range of complex matters. A Manager role in a growing team, working closely with experienced Private Client Partners, Directors and Senior Managers and having responsibility to help develop new client relationships, identifying and pursuing new opportunities from within our market Working on a diverse and broad portfolio of client engagements, including international high net worth individuals, private equity funds and their executives. Developing market leading relationships with both clients (including many well-known names in the industry) and internal stakeholders, collaborating across the firm when developing client relationships or delivering complex projects. Maintaining an expert level of relevant tax knowledge, staying current with technical developments including changes in tax law and legislation. Advising clients and internal stakeholders on the latest tax technical issues, including delivering sessions at client / knowledge events. Supervising, coaching and providing regular feedback to Senior Associates and Associates within the team while also keeping more senior stakeholders updated on progress. Key Skills and Experience The successful candidate will possess initiative, drive and the proven ability to work with a growing team, possessing the personal skills to maintain deep, trusted long-term relationships with our clients and contacts in the market. The successful candidate will have the following skills and experience: Relevant, detailed and up-to-date UK tax knowledge in the personal tax space is essential. Experience of dealing with complex tax issues facing owners, founders and executives, as well as privately or family owned businesses is highly relevant. Experience in dealing with international aspects such as residence, domicile and arriving/leaving the UK is essential as many of our clients have a global footprint and are internationally mobile. Experience of working with clients in the private equity and broader Alternative Investment Fund industry is strongly preferred. If none, candidates must be willing to learn and pick up industry nuances quickly. Training can be provided. Partnership tax experience is preferred as most of our clients have some partnership aspects. Project management skills - able to manage several demanding client projects while remaining resilient and planning workload for self and others. Excellent communication skills - the candidate will be expected to be the point of contact on complex client engagements in their portfolio while supporting a range of stakeholders including client contacts and PwC staff. Excellent written communication - providing thorough and robust review of all written deliverables, including reports, technical memos and other concise advice for clients. Coaching and delegation - the successful candidate will help other Managers in the team coach, develop and delegate to a team of associates and senior associates, helping them grow their tax technical expertise alongside their client management skills. Efficient use of technology - in managing client and contact relationships, pursuing opportunities and overseeing the delivery of analysis and written deliverables. Enrolled Agent required ACA, ATT and/or CTA qualified
Apr 22, 2024
Full time
We help our clients stay ahead of changes that impact their businesses, navigating complexity and risk. We deliver deep tax technical, people and legal expertise, while providing the critical context to make informed and compliant decisions. With clients ranging from multinational organisations and public sector bodies to entrepreneurs and family businesses, the work we do is diverse. Our Private Client Alternative Investment Fund team specialise in advising wealthy individuals and their businesses in the Alternative Investment Fund space. We work within both PwC's Private Client Network and AIF network, collaborating widely to offer a holistic, end to end service to our clients. We value curious minds and collaborative spirits, working together to help clients navigate the ever changing tax landscape. As part of the team you'll be actively encouraged to consult, to share specialist knowledge and new ideas as we continue to innovate to deliver a best in class service. Responsibilities We are looking to recruit a Manager based in either our More London office, Edinburgh, or Newcastle with experience of advising high net worth individuals, private equity executives and business owners on a broad range of complex matters. A Manager role in a growing team, working closely with experienced Private Client Partners, Directors and Senior Managers and having responsibility to help develop new client relationships, identifying and pursuing new opportunities from within our market Working on a diverse and broad portfolio of client engagements, including international high net worth individuals, private equity funds and their executives. Developing market leading relationships with both clients (including many well-known names in the industry) and internal stakeholders, collaborating across the firm when developing client relationships or delivering complex projects. Maintaining an expert level of relevant tax knowledge, staying current with technical developments including changes in tax law and legislation. Advising clients and internal stakeholders on the latest tax technical issues, including delivering sessions at client / knowledge events. Supervising, coaching and providing regular feedback to Senior Associates and Associates within the team while also keeping more senior stakeholders updated on progress. Key Skills and Experience The successful candidate will possess initiative, drive and the proven ability to work with a growing team, possessing the personal skills to maintain deep, trusted long-term relationships with our clients and contacts in the market. The successful candidate will have the following skills and experience: Relevant, detailed and up-to-date UK tax knowledge in the personal tax space is essential. Experience of dealing with complex tax issues facing owners, founders and executives, as well as privately or family owned businesses is highly relevant. Experience in dealing with international aspects such as residence, domicile and arriving/leaving the UK is essential as many of our clients have a global footprint and are internationally mobile. Experience of working with clients in the private equity and broader Alternative Investment Fund industry is strongly preferred. If none, candidates must be willing to learn and pick up industry nuances quickly. Training can be provided. Partnership tax experience is preferred as most of our clients have some partnership aspects. Project management skills - able to manage several demanding client projects while remaining resilient and planning workload for self and others. Excellent communication skills - the candidate will be expected to be the point of contact on complex client engagements in their portfolio while supporting a range of stakeholders including client contacts and PwC staff. Excellent written communication - providing thorough and robust review of all written deliverables, including reports, technical memos and other concise advice for clients. Coaching and delegation - the successful candidate will help other Managers in the team coach, develop and delegate to a team of associates and senior associates, helping them grow their tax technical expertise alongside their client management skills. Efficient use of technology - in managing client and contact relationships, pursuing opportunities and overseeing the delivery of analysis and written deliverables. Enrolled Agent required ACA, ATT and/or CTA qualified