Personal Tax Senior Manager ACA CTA STEP Your new company My client is a leading Top 10 Firm with a fantastic reputation across the professional sector. Their service to clients is award-winning by an excellent team with deep knowledge providing both compliance and advisory services. Their approach is very proactive, building relationships with their clients, ensuring that they are delivering to their needs accordingly. They are looking for a qualified tax professional to join their unique team, dealing with a portfolio of UHNWI, business owners, directors of PE backed businesses and asset managers. The culture of the firm is very collaborative, with an open-door policy, communal work spaces and are a sociable team. Your new role Deliver excellent client service by maintaining client relationshipsManage a portfolio of personal clients with complex tax affairs, focusing on non-UK domiciled individuals, HNWIs, and some trustsDay to day responsibility for meeting both client and compliance deadlines, monitoring time limits and electionsLiaise proactively with clients on advisory mattersAssisting Partners in, and where appropriate, lead tax planning projects such as non-domicile issues, onshore and offshore trusts (and other structures) and, capital gains and inheritance tax issuesManage HMRC enquiries and LDF related matters and dealing with HMRC correspondence of both compliance and advisory natureResponsible for billing and monitoring budgetsReview compliance and basic advisory work prepared by more junior members of staffAssist with managing junior members of staff including helping them with technical and personal developmentEngage in personal business development activities and support business development activities of the team What you'll need to succeed You will be a qualified tax professional, ACA, CTA, STEP or equivalent. Experience within professional services such as accountancy or legal firms is a must. Excellent communication skills, with the ability to grow relationships, ask questions of clients, provide alternative solutions and scenarios to clients to cover all bases and have a proactive approach to advisory work. What you'll get in return You will receive a salary depending on experience up to £85,000. Hybrid and flexible working options available with 2 days working from home. My client works in an excellent office, equipped with a pool table, table tennis, communal eating facilities, excellent grounds to the office for lunchtime walks through gardens and a 10 minute walk to the centre of town. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Sep 07, 2025
Full time
Personal Tax Senior Manager ACA CTA STEP Your new company My client is a leading Top 10 Firm with a fantastic reputation across the professional sector. Their service to clients is award-winning by an excellent team with deep knowledge providing both compliance and advisory services. Their approach is very proactive, building relationships with their clients, ensuring that they are delivering to their needs accordingly. They are looking for a qualified tax professional to join their unique team, dealing with a portfolio of UHNWI, business owners, directors of PE backed businesses and asset managers. The culture of the firm is very collaborative, with an open-door policy, communal work spaces and are a sociable team. Your new role Deliver excellent client service by maintaining client relationshipsManage a portfolio of personal clients with complex tax affairs, focusing on non-UK domiciled individuals, HNWIs, and some trustsDay to day responsibility for meeting both client and compliance deadlines, monitoring time limits and electionsLiaise proactively with clients on advisory mattersAssisting Partners in, and where appropriate, lead tax planning projects such as non-domicile issues, onshore and offshore trusts (and other structures) and, capital gains and inheritance tax issuesManage HMRC enquiries and LDF related matters and dealing with HMRC correspondence of both compliance and advisory natureResponsible for billing and monitoring budgetsReview compliance and basic advisory work prepared by more junior members of staffAssist with managing junior members of staff including helping them with technical and personal developmentEngage in personal business development activities and support business development activities of the team What you'll need to succeed You will be a qualified tax professional, ACA, CTA, STEP or equivalent. Experience within professional services such as accountancy or legal firms is a must. Excellent communication skills, with the ability to grow relationships, ask questions of clients, provide alternative solutions and scenarios to clients to cover all bases and have a proactive approach to advisory work. What you'll get in return You will receive a salary depending on experience up to £85,000. Hybrid and flexible working options available with 2 days working from home. My client works in an excellent office, equipped with a pool table, table tennis, communal eating facilities, excellent grounds to the office for lunchtime walks through gardens and a 10 minute walk to the centre of town. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
TPF Recruitment are supporting a fantastic firm of chartered accountants based in Medway who are searching for a Personal Tax Manager, or mixed Tax Manager to join their tax team. You will work closely with the partners, supporting the future growth and development of the tax team. This is an excellent opportunity to join an expanding accountancy practice in an exciting position offering fantastic exposure and future progression prospects. Our client is offering flexible working hours and a hybrid working pattern. There is a lot of flexible on the remit of the position, and many of the responsibilities will be built around the candidates experience and aspirations. You will be responsible for: Managing a portfolio of personal clients with complex tax affairs, focusing on UK individuals, HNWIs, and some trusts. (A corporate portfolio can be included for a mixed tax practitioner). Tax planning projects such as non-domicile issues, onshore and offshore trusts (and other structures) and, capital gains and inheritance tax issues Reviewing and completing more complex tax returns Overseeing your teams compliance function and making sure all deadlines are met Manage HMRC enquiries and dealing with HMRC correspondence of both compliance and advisory nature Managing junior members of staff including helping them with technical and personal development Supporting the Partners with the growth and development of the tax department through networking, marketing and business development. Requirements Ideally CTA and/or, ATT/ACA/ACCA qualified, you will have developed a personal tax career within an accountancy practice or specialist tax firm. Your experience will have been developed in any mix of Top Tier, Top Ten, 50, larger regional independent firm background, or specialist tax firm and your background will likely have focused down the personal tax, or mixed tax route with a strong compliance and tax planning skill set. Benefits 55,000 - 70,000 dependent on experience and background, negotiable 25 days annual leave + bank Holidays Competitive pension scheme Please apply for the vacancy or contact Tristan Finch to arrange a confidential conversation (phone number removed) (url removed)
Sep 06, 2025
Full time
TPF Recruitment are supporting a fantastic firm of chartered accountants based in Medway who are searching for a Personal Tax Manager, or mixed Tax Manager to join their tax team. You will work closely with the partners, supporting the future growth and development of the tax team. This is an excellent opportunity to join an expanding accountancy practice in an exciting position offering fantastic exposure and future progression prospects. Our client is offering flexible working hours and a hybrid working pattern. There is a lot of flexible on the remit of the position, and many of the responsibilities will be built around the candidates experience and aspirations. You will be responsible for: Managing a portfolio of personal clients with complex tax affairs, focusing on UK individuals, HNWIs, and some trusts. (A corporate portfolio can be included for a mixed tax practitioner). Tax planning projects such as non-domicile issues, onshore and offshore trusts (and other structures) and, capital gains and inheritance tax issues Reviewing and completing more complex tax returns Overseeing your teams compliance function and making sure all deadlines are met Manage HMRC enquiries and dealing with HMRC correspondence of both compliance and advisory nature Managing junior members of staff including helping them with technical and personal development Supporting the Partners with the growth and development of the tax department through networking, marketing and business development. Requirements Ideally CTA and/or, ATT/ACA/ACCA qualified, you will have developed a personal tax career within an accountancy practice or specialist tax firm. Your experience will have been developed in any mix of Top Tier, Top Ten, 50, larger regional independent firm background, or specialist tax firm and your background will likely have focused down the personal tax, or mixed tax route with a strong compliance and tax planning skill set. Benefits 55,000 - 70,000 dependent on experience and background, negotiable 25 days annual leave + bank Holidays Competitive pension scheme Please apply for the vacancy or contact Tristan Finch to arrange a confidential conversation (phone number removed) (url removed)
We are looking for a Private Client Senior Tax Manager to join a well-established, growing accountancy firm in either Reading, Oxford or Newbury. Experience of Capital Gains Tax (CGT), Inheritance Tax (IHT), trusts and estates, property tax, and international tax matters is essential for this role. Benefits: 25 days hols + bank hols Pension scheme - Scottish Widows Pension scheme with an option to joi click apply for full job details
Sep 05, 2025
Full time
We are looking for a Private Client Senior Tax Manager to join a well-established, growing accountancy firm in either Reading, Oxford or Newbury. Experience of Capital Gains Tax (CGT), Inheritance Tax (IHT), trusts and estates, property tax, and international tax matters is essential for this role. Benefits: 25 days hols + bank hols Pension scheme - Scottish Widows Pension scheme with an option to joi click apply for full job details
We are looking for a Private Client Senior Tax Manager to join a well-established, growing accountancy firm in either Reading, Oxford or Newbury. Experience of Capital Gains Tax (CGT), Inheritance Tax (IHT), trusts and estates, property tax, and international tax matters is essential for this role. Benefits: 25 days hols + bank hols Pension scheme - Scottish Widows Pension scheme with an option to joi click apply for full job details
Sep 05, 2025
Full time
We are looking for a Private Client Senior Tax Manager to join a well-established, growing accountancy firm in either Reading, Oxford or Newbury. Experience of Capital Gains Tax (CGT), Inheritance Tax (IHT), trusts and estates, property tax, and international tax matters is essential for this role. Benefits: 25 days hols + bank hols Pension scheme - Scottish Widows Pension scheme with an option to joi click apply for full job details
Tax Senior Manager 70,000 - 80,000 DOE Location: Reigate Hybrid / Flexible Working Available We are seeking a highly experienced Tax Senior Manager to join a growing, people-focused tax team. This is a senior leadership role, offering the opportunity to manage a diverse portfolio of high-profile clients and to provide expert advice on personal and trust tax matters. You will play a pivotal role in overseeing complex compliance and advisory work, while mentoring and developing a team of managers, seniors, and trainees. This role is ideal for a technically strong tax professional who thrives in a leadership position and wants to influence both client outcomes and team growth. What you'll do: Manage a varied portfolio of clients, including high-net-worth individuals, trusts, family offices, and international residents. Act as the main contact for key clients, building and maintaining strong, long-term relationships. Lead complex tax compliance and advisory projects, particularly in personal and trust tax. Review and provide guidance on work prepared by managers, seniors, and trainees. Mentor and develop junior team members to support career progression. Oversee resourcing, workflow, and budgets across multiple assignments. Identify opportunities for cross-service collaboration and contribute to business development initiatives. Support marketing and client engagement through articles, presentations, and events. Ensure compliance with firm policies, risk procedures, and regulatory requirements. What we're looking for: CTA qualified (or equivalent) with 8+ years' experience in tax/accountancy practice. Strong technical knowledge across personal and trust (onshore and offshore) tax. Experience managing client portfolios and leading client relationships. Excellent leadership, communication, and influencing skills. Commercially aware with the ability to identify opportunities. Organised, adaptable, and resilient under pressure. Right to work in the UK. What's on offer: Competitive salary: 70,000 - 80,000 Hybrid working (up to 2 days from home) and/or flexible arrangement Annual discretionary bonus 8% pension contribution Private medical insurance and life cover Long-term disability insurance 25 days' holiday plus bank holidays Team events, including an annual away day and Christmas celebration. If you are a motivated, client-focused tax professional looking for a senior role with real influence and leadership opportunities, we would love to hear from you! Refer a friend and earn a retail voucher worth up to 500! Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion. By applying for this vacancy, you accept Lloyd Recruitment Services Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you. Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer. ME15147
Sep 05, 2025
Full time
Tax Senior Manager 70,000 - 80,000 DOE Location: Reigate Hybrid / Flexible Working Available We are seeking a highly experienced Tax Senior Manager to join a growing, people-focused tax team. This is a senior leadership role, offering the opportunity to manage a diverse portfolio of high-profile clients and to provide expert advice on personal and trust tax matters. You will play a pivotal role in overseeing complex compliance and advisory work, while mentoring and developing a team of managers, seniors, and trainees. This role is ideal for a technically strong tax professional who thrives in a leadership position and wants to influence both client outcomes and team growth. What you'll do: Manage a varied portfolio of clients, including high-net-worth individuals, trusts, family offices, and international residents. Act as the main contact for key clients, building and maintaining strong, long-term relationships. Lead complex tax compliance and advisory projects, particularly in personal and trust tax. Review and provide guidance on work prepared by managers, seniors, and trainees. Mentor and develop junior team members to support career progression. Oversee resourcing, workflow, and budgets across multiple assignments. Identify opportunities for cross-service collaboration and contribute to business development initiatives. Support marketing and client engagement through articles, presentations, and events. Ensure compliance with firm policies, risk procedures, and regulatory requirements. What we're looking for: CTA qualified (or equivalent) with 8+ years' experience in tax/accountancy practice. Strong technical knowledge across personal and trust (onshore and offshore) tax. Experience managing client portfolios and leading client relationships. Excellent leadership, communication, and influencing skills. Commercially aware with the ability to identify opportunities. Organised, adaptable, and resilient under pressure. Right to work in the UK. What's on offer: Competitive salary: 70,000 - 80,000 Hybrid working (up to 2 days from home) and/or flexible arrangement Annual discretionary bonus 8% pension contribution Private medical insurance and life cover Long-term disability insurance 25 days' holiday plus bank holidays Team events, including an annual away day and Christmas celebration. If you are a motivated, client-focused tax professional looking for a senior role with real influence and leadership opportunities, we would love to hear from you! Refer a friend and earn a retail voucher worth up to 500! Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion. By applying for this vacancy, you accept Lloyd Recruitment Services Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you. Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer. ME15147
Tax Semi Senior ACA & CTA Pathway The Opportunity A fantastic opportunity for a bright and ambitious Tax Semi Senior to continue training as a Chartered Accountant (ACA) and Chartered Tax Adviser (CTA) while gaining hands-on experience in tax. You will develop expertise in both corporate and private client tax, working on a diverse portfolio that includes: Owner-managed businesses Larger corporate groups with international interests High-net-worth individuals and trusts You ll gain exposure to both compliance and advisory work, ensuring you build strong technical and client-facing skills. What You Can Expect A structured training pathway leading to ACA & CTA qualifications Full financial support for exams, study materials, tuition, and study leave Close mentorship from experienced tax professionals, including senior managers and directors Exposure to a variety of corporate and private client tax work, covering compliance and advisory projects Hybrid working after your first year, you can work from home a couple of days a week Key Responsibilities Preparing corporate and personal tax returns for a range of clients Assisting with tax planning projects across both corporate and private client tax Supporting senior colleagues on complex advisory work, such as structuring, inheritance tax planning, and share schemes Conducting tax research and drafting client reports Assisting with HMRC enquiries and tax investigations Building client relationships and providing proactive tax advice Who We Are Looking For? 1 - 2 years experience in a similar corporate / private client / mixed tax role in practice is essential Degree 2:1 Classification or above Strong communication skills, both written and verbal A proactive and motivated approach to work and study The ability to work well both independently and as part of a team A commitment to balancing full-time work with professional study A love of all things Tax related Why Join This Firm? Work in a collaborative and supportive team Gain exposure to a wide range of clients and industries Enjoy a strong work-life balance, with hybrid working available after year one Join a firm that invests in your long-term career development This is a fantastic opportunity to build your career in tax, gaining prestigious qualifications and invaluable experience in a dynamic and professional environment. Package A salary band of £30,000 - £35,000 has been set by Fletcher George depending on relevant experience plus comprehensive Study Support - fully funded ACA & CTA qualification, including tuition, revision courses, exams, and study leave. Next Steps Apply Today for this Tax Semi Senior role . If you are looking for the next step in your career, we would love to hear from you. Please apply, and we aim to respond to all suitable applicants promptly. About Fletcher George Recruitment We are a specialist accountancy and finance recruitment agency, dedicated to helping talented professionals find career opportunities where they can thrive. Based in Leatherhead, we work with leading firms across Surrey, London, and the South East, placing senior professionals in Accounting, Tax, and Audit. Referral Bonus If you know someone perfect for this role, refer them, and if we place them successfully, you will receive up to £500 in Amazon or John Lewis vouchers. Please ensure they mention your name when registering.
Sep 02, 2025
Full time
Tax Semi Senior ACA & CTA Pathway The Opportunity A fantastic opportunity for a bright and ambitious Tax Semi Senior to continue training as a Chartered Accountant (ACA) and Chartered Tax Adviser (CTA) while gaining hands-on experience in tax. You will develop expertise in both corporate and private client tax, working on a diverse portfolio that includes: Owner-managed businesses Larger corporate groups with international interests High-net-worth individuals and trusts You ll gain exposure to both compliance and advisory work, ensuring you build strong technical and client-facing skills. What You Can Expect A structured training pathway leading to ACA & CTA qualifications Full financial support for exams, study materials, tuition, and study leave Close mentorship from experienced tax professionals, including senior managers and directors Exposure to a variety of corporate and private client tax work, covering compliance and advisory projects Hybrid working after your first year, you can work from home a couple of days a week Key Responsibilities Preparing corporate and personal tax returns for a range of clients Assisting with tax planning projects across both corporate and private client tax Supporting senior colleagues on complex advisory work, such as structuring, inheritance tax planning, and share schemes Conducting tax research and drafting client reports Assisting with HMRC enquiries and tax investigations Building client relationships and providing proactive tax advice Who We Are Looking For? 1 - 2 years experience in a similar corporate / private client / mixed tax role in practice is essential Degree 2:1 Classification or above Strong communication skills, both written and verbal A proactive and motivated approach to work and study The ability to work well both independently and as part of a team A commitment to balancing full-time work with professional study A love of all things Tax related Why Join This Firm? Work in a collaborative and supportive team Gain exposure to a wide range of clients and industries Enjoy a strong work-life balance, with hybrid working available after year one Join a firm that invests in your long-term career development This is a fantastic opportunity to build your career in tax, gaining prestigious qualifications and invaluable experience in a dynamic and professional environment. Package A salary band of £30,000 - £35,000 has been set by Fletcher George depending on relevant experience plus comprehensive Study Support - fully funded ACA & CTA qualification, including tuition, revision courses, exams, and study leave. Next Steps Apply Today for this Tax Semi Senior role . If you are looking for the next step in your career, we would love to hear from you. Please apply, and we aim to respond to all suitable applicants promptly. About Fletcher George Recruitment We are a specialist accountancy and finance recruitment agency, dedicated to helping talented professionals find career opportunities where they can thrive. Based in Leatherhead, we work with leading firms across Surrey, London, and the South East, placing senior professionals in Accounting, Tax, and Audit. Referral Bonus If you know someone perfect for this role, refer them, and if we place them successfully, you will receive up to £500 in Amazon or John Lewis vouchers. Please ensure they mention your name when registering.
Private Client Solicitor West Midlands (Regional Law Firm) Full-time Flexible working options Competitive salary + benefits We're working with a respected regional law firm to recruit a Private Client Solicitor into their established and friendly team. This is a standout opportunity for a solicitor who wants to take ownership of their work, build strong client relationships, and progress within a firm that genuinely supports long-term development. You'll manage a broad and high-quality caseload including: Wills & Probate Estate Administration Lasting Powers of Attorney Trusts and Inheritance Tax Planning Court of Protection matters (desirable) What We're Looking For: Qualified Solicitor with 2+ years' PQE in Private Client Confident communicator with a client-first approach Passionate about delivering a personal, professional service Ambitious and ready to grow in a supportive team Why This Role? The firm is genuinely committed to career development and internal progression The hiring manager is a strong advocate for mentoring the next generation A collaborative team environment with high staff retention Hybrid/flexible working options and sensible targets Competitive salary and benefits package This is a fantastic opportunity to join a values-led firm that prioritises quality service, professional development, and work-life balance. At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer. By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.
Sep 02, 2025
Full time
Private Client Solicitor West Midlands (Regional Law Firm) Full-time Flexible working options Competitive salary + benefits We're working with a respected regional law firm to recruit a Private Client Solicitor into their established and friendly team. This is a standout opportunity for a solicitor who wants to take ownership of their work, build strong client relationships, and progress within a firm that genuinely supports long-term development. You'll manage a broad and high-quality caseload including: Wills & Probate Estate Administration Lasting Powers of Attorney Trusts and Inheritance Tax Planning Court of Protection matters (desirable) What We're Looking For: Qualified Solicitor with 2+ years' PQE in Private Client Confident communicator with a client-first approach Passionate about delivering a personal, professional service Ambitious and ready to grow in a supportive team Why This Role? The firm is genuinely committed to career development and internal progression The hiring manager is a strong advocate for mentoring the next generation A collaborative team environment with high staff retention Hybrid/flexible working options and sensible targets Competitive salary and benefits package This is a fantastic opportunity to join a values-led firm that prioritises quality service, professional development, and work-life balance. At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer. By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.
This position offers an exciting opportunity to lead and manage private client tax services within the professional services industry. The role is based in Reading and requires deep expertise in tax advisory and compliance work for high-net-worth individuals. Client Details The employer is a well-established and respected professional services organisation with a strong reputation for excellence in tax advisory. They focus on delivering tailored tax solutions to their clients and fostering professional growth for their team members. Description Lead the private client tax function, ensuring efficient delivery of compliance and advisory services. Provide expert tax advice to high-net-worth individuals, business owners, and trusts. Oversee and review the preparation of complex tax returns and calculations. Develop and maintain strong client relationships, acting as their key point of contact for tax matters. Collaborate with other departments to provide holistic solutions to clients. Mentor and manage junior staff, ensuring their development and training needs are met. Support business development initiatives by identifying opportunities and contributing to proposals. Keep up-to-date with changes in tax legislation and communicate their implications to clients and staff. Profile A successful Private Client Tax Senior Manager should have: A professional qualification in tax or accountancy (e.g., CTA, ACA, or equivalent). Extensive experience in private client tax, including advisory and compliance work. Strong technical knowledge of UK tax legislation and its application to high-net-worth individuals. Excellent communication and interpersonal skills to build client trust and manage expectations. Proven ability to manage multiple client relationships and deadlines effectively. A proactive approach to identifying tax planning opportunities for clients. Job Offer A competitive salary. Flexible benefits package, allowing you to tailor options to suit your needs. A supportive and collaborative working environment based in Reading. Opportunities for professional development and progression within the organisation. A chance to work with a diverse and interesting client portfolio in the professional services industry. This is a fantastic opportunity to further your career as a Private Client Tax Senior Manager in Newbury. If you're ready to take the next step, we encourage you to apply today!
Sep 02, 2025
Full time
This position offers an exciting opportunity to lead and manage private client tax services within the professional services industry. The role is based in Reading and requires deep expertise in tax advisory and compliance work for high-net-worth individuals. Client Details The employer is a well-established and respected professional services organisation with a strong reputation for excellence in tax advisory. They focus on delivering tailored tax solutions to their clients and fostering professional growth for their team members. Description Lead the private client tax function, ensuring efficient delivery of compliance and advisory services. Provide expert tax advice to high-net-worth individuals, business owners, and trusts. Oversee and review the preparation of complex tax returns and calculations. Develop and maintain strong client relationships, acting as their key point of contact for tax matters. Collaborate with other departments to provide holistic solutions to clients. Mentor and manage junior staff, ensuring their development and training needs are met. Support business development initiatives by identifying opportunities and contributing to proposals. Keep up-to-date with changes in tax legislation and communicate their implications to clients and staff. Profile A successful Private Client Tax Senior Manager should have: A professional qualification in tax or accountancy (e.g., CTA, ACA, or equivalent). Extensive experience in private client tax, including advisory and compliance work. Strong technical knowledge of UK tax legislation and its application to high-net-worth individuals. Excellent communication and interpersonal skills to build client trust and manage expectations. Proven ability to manage multiple client relationships and deadlines effectively. A proactive approach to identifying tax planning opportunities for clients. Job Offer A competitive salary. Flexible benefits package, allowing you to tailor options to suit your needs. A supportive and collaborative working environment based in Reading. Opportunities for professional development and progression within the organisation. A chance to work with a diverse and interesting client portfolio in the professional services industry. This is a fantastic opportunity to further your career as a Private Client Tax Senior Manager in Newbury. If you're ready to take the next step, we encourage you to apply today!
Our client is a long-established, tax-focused accountancy practice based in rural Huddersfield. With 6 Partners (4 tax, 2 audit/accounts) and 30 staff, the firm offers a consultancy-driven approach across private and corporate tax. The office is open-plan, split over two floors (tax upstairs, accounts downstairs), promoting a relaxed but professional culture with an open-door policy. Their client base includes high-net-worth individuals, non-domiciled clients, trusts, spin-off companies, and advisory-led corporate tax engagements. With increasing demand, the firm is looking to recruit a Senior Tax Consultant to strengthen their growing team. This is a senior-level hire within the tax team, focusing on advisory and consultancy. You'll manage a high-profile portfolio and deliver proactive tax planning and technical advice. Senior Tax Consultant Job Overview Manage a diverse portfolio including non-doms, trusts, and corporate clients Deliver consultancy on R&D tax claims and corporate interest restrictions Handle complex tax planning for HNWIs and owner-managed businesses Work closely with partners and senior managers on advisory projects Support, mentor, and collaborate with junior staff Identify opportunities for client tax savings and added-value services Senior Tax Consultant Job Requirements CTA or ATT qualified preferred (ACCA/ACA or QBE also considered) Strong background in tax consultancy and compliance Experience with R&D tax, corporate interest restrictions, and planning Ability to work independently and in a client-facing role Mid-tier or independent practice background ideal Senior Tax Consultant Salary & Benefits Salary: 50,000- 65,000 (potentially more based on experience) 5-hour week (9:00-17:00, 30-min break) Hybrid: 1 WFH day after probation 24 days holiday + 8 BH Overtime available during busy periods Study support (if required) Client referral bonus Pension scheme On-site parking Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries. We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for.
Sep 02, 2025
Full time
Our client is a long-established, tax-focused accountancy practice based in rural Huddersfield. With 6 Partners (4 tax, 2 audit/accounts) and 30 staff, the firm offers a consultancy-driven approach across private and corporate tax. The office is open-plan, split over two floors (tax upstairs, accounts downstairs), promoting a relaxed but professional culture with an open-door policy. Their client base includes high-net-worth individuals, non-domiciled clients, trusts, spin-off companies, and advisory-led corporate tax engagements. With increasing demand, the firm is looking to recruit a Senior Tax Consultant to strengthen their growing team. This is a senior-level hire within the tax team, focusing on advisory and consultancy. You'll manage a high-profile portfolio and deliver proactive tax planning and technical advice. Senior Tax Consultant Job Overview Manage a diverse portfolio including non-doms, trusts, and corporate clients Deliver consultancy on R&D tax claims and corporate interest restrictions Handle complex tax planning for HNWIs and owner-managed businesses Work closely with partners and senior managers on advisory projects Support, mentor, and collaborate with junior staff Identify opportunities for client tax savings and added-value services Senior Tax Consultant Job Requirements CTA or ATT qualified preferred (ACCA/ACA or QBE also considered) Strong background in tax consultancy and compliance Experience with R&D tax, corporate interest restrictions, and planning Ability to work independently and in a client-facing role Mid-tier or independent practice background ideal Senior Tax Consultant Salary & Benefits Salary: 50,000- 65,000 (potentially more based on experience) 5-hour week (9:00-17:00, 30-min break) Hybrid: 1 WFH day after probation 24 days holiday + 8 BH Overtime available during busy periods Study support (if required) Client referral bonus Pension scheme On-site parking Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries. We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for.
The Company: An established IFA firm based in Harrogate who provide financial advice as well as discretionary investment services are looking to add a fully qualified, experienced Paraplanner to their high calibre team. The role is geared around supporting 2 very high performing Financial Planners across HNW, complex case workloads typical in the £1m+ AUM range - A highly consultative role with client relations central to the overall business proposition. Office Location: Harrogate Working Setup: Hybrid - Split between Office & Home working Package: £42-50k base discretionary bonus and full company benefits Key Benefits: 10% Pension, 4xDIS, Critical Illness Cover & PHI Holidays: 30 days holiday stats The Role: You will be responsible for providing market research, investment analysis, production of draft suitability letters (covering pensions, investments, trusts, tax analysis, offshore and onshore bonds, collective investment accounts), cash flow modelling and ancillary client management services for a selection of clients. To act as an initial point of contact between the consultants, clients and product providers To prepare for client meetings. To research the marketplace for the most suitable products in liaison with the consultant. To assist with the ongoing management and oversight of the model portfolios alongside the investment manager and other members of the technical team. To prepare compliant draft reports and suitability letters in liaison with and on behalf of the consultant. To prepare draft reviews of existing client portfolios to ensure service standards are met in accordance with agreed service levels. To prepare cashflow modelling using Voyant for client valuations/reviews/reports. To maintain client files in good compliant order Maintain accuracy of Xplan Database and SEI portal The Person: An IFA/wealth management background is required coupled with extensive experience of private wealth product research and suitability report compilation. The role will suit a career Paraplanner looking to establish themselves within a highly technical advice function, and someone who welcomes the consultative aspect of Adviser Support when it comes to client solutions. Minimum QCF Level 4 Diploma with Chartered quals preferable 5+ years' paraplanning experience working in a similar financial planning environment would be required Proficiency in FE Analytics, Voyant and preferably Xplan & SEI What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.
Sep 01, 2025
Full time
The Company: An established IFA firm based in Harrogate who provide financial advice as well as discretionary investment services are looking to add a fully qualified, experienced Paraplanner to their high calibre team. The role is geared around supporting 2 very high performing Financial Planners across HNW, complex case workloads typical in the £1m+ AUM range - A highly consultative role with client relations central to the overall business proposition. Office Location: Harrogate Working Setup: Hybrid - Split between Office & Home working Package: £42-50k base discretionary bonus and full company benefits Key Benefits: 10% Pension, 4xDIS, Critical Illness Cover & PHI Holidays: 30 days holiday stats The Role: You will be responsible for providing market research, investment analysis, production of draft suitability letters (covering pensions, investments, trusts, tax analysis, offshore and onshore bonds, collective investment accounts), cash flow modelling and ancillary client management services for a selection of clients. To act as an initial point of contact between the consultants, clients and product providers To prepare for client meetings. To research the marketplace for the most suitable products in liaison with the consultant. To assist with the ongoing management and oversight of the model portfolios alongside the investment manager and other members of the technical team. To prepare compliant draft reports and suitability letters in liaison with and on behalf of the consultant. To prepare draft reviews of existing client portfolios to ensure service standards are met in accordance with agreed service levels. To prepare cashflow modelling using Voyant for client valuations/reviews/reports. To maintain client files in good compliant order Maintain accuracy of Xplan Database and SEI portal The Person: An IFA/wealth management background is required coupled with extensive experience of private wealth product research and suitability report compilation. The role will suit a career Paraplanner looking to establish themselves within a highly technical advice function, and someone who welcomes the consultative aspect of Adviser Support when it comes to client solutions. Minimum QCF Level 4 Diploma with Chartered quals preferable 5+ years' paraplanning experience working in a similar financial planning environment would be required Proficiency in FE Analytics, Voyant and preferably Xplan & SEI What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.
Private Client Tax Manager London £70,000 - £80,000 plus great package Join a leading international firm of Chartered Accountants and Tax Advisors in a role offering autonomy and further progression. This brand-new role has been created off the back of exciting client wins. Perfect for a CTA-qualified professional ready to take the next step in a Manager role, you ll be part of a forward-thinking firm with prestige and momentum. What You ll Do Lead on UK tax advisory & compliance for HNW UK and non-UK domiciled clients Deliver smart UK and international tax planning solutions Guide and mentor a talented team of qualified and trainee CTA/ATT professionals Spot opportunities to restructure and optimise clients tax affairs Advise on trusts, succession planning and complex investigations Liaise directly with HMRC on high-level cases What We re Looking For CTA-qualified tax professional Strong experience with complex HNW and non-domiciled clients Ambitious, collaborative, and ready for a progressive leadership role What s In It For You Competitive salary + full benefits package Hybrid & flexible working Generous holiday allowance Private medical insurance & life assurance Career-defining progression in a modern, global firm Next steps please apply to this Private Client Tax Manager role and we will aim to reply to all suitable applicants within 48 hours. Fletcher George is an inclusive Surrey based financial recruiter welcoming all applications relevant to the role. We are committed to attracting a diverse pool of applicants and to assist talent to find career opportunities in which they can thrive. We are an accountancy and finance recruitment agency acting as an Employment Agency. Referrals are welcome - you can receive up to £500 of Amazon or John Lewis vouchers when we successfully place your referral, just make sure they mention you when they register. The full details of Fletcher George s referral scheme is on our website.
Sep 01, 2025
Full time
Private Client Tax Manager London £70,000 - £80,000 plus great package Join a leading international firm of Chartered Accountants and Tax Advisors in a role offering autonomy and further progression. This brand-new role has been created off the back of exciting client wins. Perfect for a CTA-qualified professional ready to take the next step in a Manager role, you ll be part of a forward-thinking firm with prestige and momentum. What You ll Do Lead on UK tax advisory & compliance for HNW UK and non-UK domiciled clients Deliver smart UK and international tax planning solutions Guide and mentor a talented team of qualified and trainee CTA/ATT professionals Spot opportunities to restructure and optimise clients tax affairs Advise on trusts, succession planning and complex investigations Liaise directly with HMRC on high-level cases What We re Looking For CTA-qualified tax professional Strong experience with complex HNW and non-domiciled clients Ambitious, collaborative, and ready for a progressive leadership role What s In It For You Competitive salary + full benefits package Hybrid & flexible working Generous holiday allowance Private medical insurance & life assurance Career-defining progression in a modern, global firm Next steps please apply to this Private Client Tax Manager role and we will aim to reply to all suitable applicants within 48 hours. Fletcher George is an inclusive Surrey based financial recruiter welcoming all applications relevant to the role. We are committed to attracting a diverse pool of applicants and to assist talent to find career opportunities in which they can thrive. We are an accountancy and finance recruitment agency acting as an Employment Agency. Referrals are welcome - you can receive up to £500 of Amazon or John Lewis vouchers when we successfully place your referral, just make sure they mention you when they register. The full details of Fletcher George s referral scheme is on our website.
Private Client Tax Manager, Leatherhead, Surrey £75,000 £85,000 + Hybrid Working & Excellent Benefits Are you an experienced Private Client Tax professional looking to take the next step in your career? This is a fantastic opportunity to join a highly regarded independent firm of Chartered Accountants and Tax Advisors based in Leatherhead. With a strong presence across Surrey and London, this firm has a loyal client base of high-net-worth individuals, entrepreneurs, and family offices. As Private Client Tax Manager, you ll step into a key leadership role with the autonomy to shape your portfolio, deliver exceptional client service, and play a pivotal role in the continued growth of the private client tax offering. As a Private Client Tax Manager, you will: Manage your own portfolio of HNW and UHNW individuals, trusts, and partnerships Deliver high-quality tax compliance and complex advisory services Identify and advise on tax planning opportunities, including IHT, CGT, residence and domicile Onboard and develop new client relationships as the firm continues to grow Collaborate closely with Partners and other senior stakeholders in the business Support junior team members and contribute to a supportive and knowledge-sharing culture About You A qualified CTA / ACA / STEP / ATT with a strong background in Private Client Tax Currently operating as a Tax Manager or Supervisor and ready for a new challenge Commercially aware, technically strong, and confident in building long-term relationships with clients Experienced in working with a range of HNW individuals and complex personal tax matters Proactive, self-motivated, and keen to join a firm that offers genuine progression opportunities What s On Offer? £75,000 £85,000 salary depending on experience Hybrid working and flexible hours to suit your work/life balance Supportive and collaborative culture no micromanagement Modern offices in Leatherhead with parking Excellent scope for career development a clear pathway within the firm A well-established and growing tax team that values your input and expertise Ready for your next career move? Apply now for this Private Client Tax Manager opportunity and we will respond to all suitable applicants within 48 hours. Fletcher George is a Leatherhead-based accountancy and finance recruitment agency, acting as an employment agency. We welcome applications from all suitably qualified individuals and are committed to inclusive and equitable hiring practices. Know someone perfect for this role? We offer up to £500 in vouchers when we place a referral visit our website for more details.
Sep 01, 2025
Full time
Private Client Tax Manager, Leatherhead, Surrey £75,000 £85,000 + Hybrid Working & Excellent Benefits Are you an experienced Private Client Tax professional looking to take the next step in your career? This is a fantastic opportunity to join a highly regarded independent firm of Chartered Accountants and Tax Advisors based in Leatherhead. With a strong presence across Surrey and London, this firm has a loyal client base of high-net-worth individuals, entrepreneurs, and family offices. As Private Client Tax Manager, you ll step into a key leadership role with the autonomy to shape your portfolio, deliver exceptional client service, and play a pivotal role in the continued growth of the private client tax offering. As a Private Client Tax Manager, you will: Manage your own portfolio of HNW and UHNW individuals, trusts, and partnerships Deliver high-quality tax compliance and complex advisory services Identify and advise on tax planning opportunities, including IHT, CGT, residence and domicile Onboard and develop new client relationships as the firm continues to grow Collaborate closely with Partners and other senior stakeholders in the business Support junior team members and contribute to a supportive and knowledge-sharing culture About You A qualified CTA / ACA / STEP / ATT with a strong background in Private Client Tax Currently operating as a Tax Manager or Supervisor and ready for a new challenge Commercially aware, technically strong, and confident in building long-term relationships with clients Experienced in working with a range of HNW individuals and complex personal tax matters Proactive, self-motivated, and keen to join a firm that offers genuine progression opportunities What s On Offer? £75,000 £85,000 salary depending on experience Hybrid working and flexible hours to suit your work/life balance Supportive and collaborative culture no micromanagement Modern offices in Leatherhead with parking Excellent scope for career development a clear pathway within the firm A well-established and growing tax team that values your input and expertise Ready for your next career move? Apply now for this Private Client Tax Manager opportunity and we will respond to all suitable applicants within 48 hours. Fletcher George is a Leatherhead-based accountancy and finance recruitment agency, acting as an employment agency. We welcome applications from all suitably qualified individuals and are committed to inclusive and equitable hiring practices. Know someone perfect for this role? We offer up to £500 in vouchers when we place a referral visit our website for more details.
We are working with an independent firm of Chartered Accountants in Bradford seeking an individual with tax or trust accounts experience to join their busy trust and estates team. Training can be provided by an experienced tax and trust Partner. This role can be fulfilled on a part time or full time basis. Working directly with the trust partner, you will be responsible for a portfolio of trust clients which have a variety of assets including property, private company shares and investment portfolios. The role also involves administering estates including gathering details of assets and liabilities, the preparation of estate accounts, collecting in assets and making distributions to beneficiaries, as well as tax computations. Duties; Preparing annual trust and estate accounts on a bespoke basis from templates. Completing and submitting annual tax returns using CCH software. Completing Inheritance Tax returns and preparing associated calculations. General administration of trusts and estates. Liaising with clients and providing advisory services (in conjunction with the partner or manager when appropriate). Liaising with HMRC, solicitors, banks and stockbrokers. If you are interested in this Tax/Trust opportunity or would like any further information, please do not hesitate to contact Richard Warwick at IPS Finance. IPS Finance has 45 years experience in the Yorkshire accountancy recruitment market. We have built our business on long term relationships with both individuals and clients in all sectors, bringing real benefits to all concerned. Please visit the IPS Finance website to view the latest accountancy / finance and practice opportunities.
Sep 01, 2025
Full time
We are working with an independent firm of Chartered Accountants in Bradford seeking an individual with tax or trust accounts experience to join their busy trust and estates team. Training can be provided by an experienced tax and trust Partner. This role can be fulfilled on a part time or full time basis. Working directly with the trust partner, you will be responsible for a portfolio of trust clients which have a variety of assets including property, private company shares and investment portfolios. The role also involves administering estates including gathering details of assets and liabilities, the preparation of estate accounts, collecting in assets and making distributions to beneficiaries, as well as tax computations. Duties; Preparing annual trust and estate accounts on a bespoke basis from templates. Completing and submitting annual tax returns using CCH software. Completing Inheritance Tax returns and preparing associated calculations. General administration of trusts and estates. Liaising with clients and providing advisory services (in conjunction with the partner or manager when appropriate). Liaising with HMRC, solicitors, banks and stockbrokers. If you are interested in this Tax/Trust opportunity or would like any further information, please do not hesitate to contact Richard Warwick at IPS Finance. IPS Finance has 45 years experience in the Yorkshire accountancy recruitment market. We have built our business on long term relationships with both individuals and clients in all sectors, bringing real benefits to all concerned. Please visit the IPS Finance website to view the latest accountancy / finance and practice opportunities.
TPF Recruitment is recruiting for a Private Client Tax Senior Manager on behalf of a fantastic large, top 10, Kent based firm of chartered accountants. This is a fantastic career opportunity for a Private Client Tax Senior Manager to join a highly reputable accountancy practice in an autonomous and exciting career. You can be based in multiple locations across Kent. Our client is a highly reputable and well known top 10 firm of chartered accountants based in Kent with offices across the UK and a national, and international reach. They have a fantastic reputation, excellent culture and have seen significant growth over the last 5 years. They are now looking for a Private Client Senior Manager to join their team in a highly rewarding position. They prioritise their staff's welfare and offer a great flexible working environment. Joining the firm as a Private Client Tax Senior Manager, with a clear path to progress, you will deliver personal tax and advisory services to a wide ranging client base of directors of owner-managed businesses, property clients, wealthy individuals and private clients. You will be supported by a medium size, and very experienced tax team. You will take a client facing position, overseeing the provision of advisory services across a wide spectrum of personal tax issues, IHT, CGT, trusts estates etc. You will lead and influence your team and look to drive the development of the private client tax services in this leading Top1firm. You will be responsible for developing client relationships, maintaining and bringing in new business to bolster the businesses private client offering, and play a lead role in the growth and development of the Kent office's private client offering. Requirements ATT and CTA, ACA, ACCA or STEP qualified Previous experience operating at a senior level within Private Client Tax Proven experience in client handling - ability to provide a high level of client relationship that is vital to this role Proven tax experience in producing high quality work on complex UK private client matters, within budget Tax experience from a practice background would be a distinct advantage preferably within a top 100/ large independent firm Benefits Private Client Tax Senior Manager - Top 10 Accountants in Tunbridge Wells Private medical insurance Life assurance Pension contribution Hybrid working model Generous holiday package Option to purchase additional holiday Shared parental leave Please apply for the vacancy or contact Tristan Finch for a confidential conversation regarding this position, and similar opportunities. (url removed) (phone number removed)
Sep 01, 2025
Full time
TPF Recruitment is recruiting for a Private Client Tax Senior Manager on behalf of a fantastic large, top 10, Kent based firm of chartered accountants. This is a fantastic career opportunity for a Private Client Tax Senior Manager to join a highly reputable accountancy practice in an autonomous and exciting career. You can be based in multiple locations across Kent. Our client is a highly reputable and well known top 10 firm of chartered accountants based in Kent with offices across the UK and a national, and international reach. They have a fantastic reputation, excellent culture and have seen significant growth over the last 5 years. They are now looking for a Private Client Senior Manager to join their team in a highly rewarding position. They prioritise their staff's welfare and offer a great flexible working environment. Joining the firm as a Private Client Tax Senior Manager, with a clear path to progress, you will deliver personal tax and advisory services to a wide ranging client base of directors of owner-managed businesses, property clients, wealthy individuals and private clients. You will be supported by a medium size, and very experienced tax team. You will take a client facing position, overseeing the provision of advisory services across a wide spectrum of personal tax issues, IHT, CGT, trusts estates etc. You will lead and influence your team and look to drive the development of the private client tax services in this leading Top1firm. You will be responsible for developing client relationships, maintaining and bringing in new business to bolster the businesses private client offering, and play a lead role in the growth and development of the Kent office's private client offering. Requirements ATT and CTA, ACA, ACCA or STEP qualified Previous experience operating at a senior level within Private Client Tax Proven experience in client handling - ability to provide a high level of client relationship that is vital to this role Proven tax experience in producing high quality work on complex UK private client matters, within budget Tax experience from a practice background would be a distinct advantage preferably within a top 100/ large independent firm Benefits Private Client Tax Senior Manager - Top 10 Accountants in Tunbridge Wells Private medical insurance Life assurance Pension contribution Hybrid working model Generous holiday package Option to purchase additional holiday Shared parental leave Please apply for the vacancy or contact Tristan Finch for a confidential conversation regarding this position, and similar opportunities. (url removed) (phone number removed)
Are you an experienced tax professional looking to take the next step in your career? Join a leading independent accountancy practice in Southampton, as a Private Client Assistant Tax Manager / Supervisor and work with a firm that truly values its people and clients. This firm s culture is built on collaboration, support, and professional growth. They work closely with business owners and individuals to provide efficient and effective tax and financial planning advice. As part of the private client tax team, you will manage a varied portfolio of clients, review work, and play an active role in mentoring junior colleagues while delivering outstanding service. What will the Private Client Assistant Tax Manager / Supervisor role involve? Managing the tax compliance process for a portfolio of clients including individuals, trusts, and partnerships Reviewing tax returns prepared by junior team members to ensure quality and accuracy Preparing tax returns for more complex clients Liaising directly with clients and HMRC to resolve tax issues and queries Advising clients on tax matters and identifying planning opportunities Assisting with the development and mentoring of trainees within the tax team Working closely with directors, managers, and other client-facing teams to deliver exceptional service Suitable Candidate for the Private Client Assistant Tax Manager / Supervisor vacancy: Previous experience in a role within personal tax is essential ATT / CTA qualified (or equivalent) desirable but not essential Collaborative team player with a proactive and supportive approach Enthusiastic and committed to continuous professional development Part-time applicants will be considered Additional benefits and information: Flexible working options including part-time consideration Supportive, collaborative, and people-focused culture Ongoing professional development opportunities Exposure to a broad and interesting portfolio of clients CMA Recruitment Group is acting as a recruitment agency in relation to this role. CMA complies with all relevant UK legislation and doesn t discriminate on any protected characteristics. By completing the application process, you agree to the terms outlined in our Privacy Notice and that CMA may contact you in connection with your application in relation to CMA providing you with work finding services. Our Privacy Notice can be viewed under the privacy tab on our website. CMA is currently receiving a high volume of applications. Whilst we ensure all applications are considered, regrettably, it may not be possible to respond individually to all applications received.
Sep 01, 2025
Full time
Are you an experienced tax professional looking to take the next step in your career? Join a leading independent accountancy practice in Southampton, as a Private Client Assistant Tax Manager / Supervisor and work with a firm that truly values its people and clients. This firm s culture is built on collaboration, support, and professional growth. They work closely with business owners and individuals to provide efficient and effective tax and financial planning advice. As part of the private client tax team, you will manage a varied portfolio of clients, review work, and play an active role in mentoring junior colleagues while delivering outstanding service. What will the Private Client Assistant Tax Manager / Supervisor role involve? Managing the tax compliance process for a portfolio of clients including individuals, trusts, and partnerships Reviewing tax returns prepared by junior team members to ensure quality and accuracy Preparing tax returns for more complex clients Liaising directly with clients and HMRC to resolve tax issues and queries Advising clients on tax matters and identifying planning opportunities Assisting with the development and mentoring of trainees within the tax team Working closely with directors, managers, and other client-facing teams to deliver exceptional service Suitable Candidate for the Private Client Assistant Tax Manager / Supervisor vacancy: Previous experience in a role within personal tax is essential ATT / CTA qualified (or equivalent) desirable but not essential Collaborative team player with a proactive and supportive approach Enthusiastic and committed to continuous professional development Part-time applicants will be considered Additional benefits and information: Flexible working options including part-time consideration Supportive, collaborative, and people-focused culture Ongoing professional development opportunities Exposure to a broad and interesting portfolio of clients CMA Recruitment Group is acting as a recruitment agency in relation to this role. CMA complies with all relevant UK legislation and doesn t discriminate on any protected characteristics. By completing the application process, you agree to the terms outlined in our Privacy Notice and that CMA may contact you in connection with your application in relation to CMA providing you with work finding services. Our Privacy Notice can be viewed under the privacy tab on our website. CMA is currently receiving a high volume of applications. Whilst we ensure all applications are considered, regrettably, it may not be possible to respond individually to all applications received.
Excellent Career Move Opportunity! Seeking your next financial services challenge? This vacancy is not to be missed! Rare opportunity - Join a multi award-winning financial planning practice specialising in High Net Worth and Ultra High Net Worth client work. Established >30 years, this is a thriving practice with an impressive clientele and industry reputation; now seeking to appoint a key strategic new position in the firm. In this role, you will play a crucial part in the delivery of services to HNW and UHNW, working alongside a leading Advisor; as well as overseeing a small team and inputting to the strategic development of processes across the company. Day-to-day your role will include:- Overseeing the delivery of highly personalised service to HNW and UHNW clients Organising and attending yearly and ad hoc client reviews, alongside the Lead Advisor. Preparing technical documents such as suitability letters and advice reports. Providing information and support to clients, related to strategies and products such as tax planning, family offices/groups, estate and inheritance planning, trusts and more. Assisting to plan and manage client events on behalf of the practice. Leading, guiding and coaching to team members. Briefing and overseeing the execution of financial advice actions including risk and compliance, investment, pension. Database and record management, ensuring compliance and accurate up to date information. Identifying areas of process improvement and working with Practice Manager to implement. This is a dynamic and impactful role for someone with experience and passion for financial planning processes, to work for a fantastic, expanding local company. Superb office environment near to Tunbridge Wells with free parking on-site, great transport links and flexible hybrid working options Salary £45-55,000 + benefits including health & wellbeing programme, support to further training and qualification, great holiday allowance and more! Could be an ideal role for someone working in a similar role in London or further afield and hoping to migrate their career locally or someone seeking a next career step in responsibility into a leadership level role. Applicants must be based within reasonable commute to Tunbridge Wells, and should have a background of relevant experience in a financial planning / advisory environment. Could suit a current Client Services Executive or Manager; an Operations or Practice Manager; or a Paraplanner seeking their next step ! Or indeed a current advisor, looking to move into a client service and operations role. If this role sounds an interesting to you apply immediately with your CV to avoid missing out, or better, contact Tabby Hall in our Tunbridge Wells offices to discuss in confidence
Sep 01, 2025
Full time
Excellent Career Move Opportunity! Seeking your next financial services challenge? This vacancy is not to be missed! Rare opportunity - Join a multi award-winning financial planning practice specialising in High Net Worth and Ultra High Net Worth client work. Established >30 years, this is a thriving practice with an impressive clientele and industry reputation; now seeking to appoint a key strategic new position in the firm. In this role, you will play a crucial part in the delivery of services to HNW and UHNW, working alongside a leading Advisor; as well as overseeing a small team and inputting to the strategic development of processes across the company. Day-to-day your role will include:- Overseeing the delivery of highly personalised service to HNW and UHNW clients Organising and attending yearly and ad hoc client reviews, alongside the Lead Advisor. Preparing technical documents such as suitability letters and advice reports. Providing information and support to clients, related to strategies and products such as tax planning, family offices/groups, estate and inheritance planning, trusts and more. Assisting to plan and manage client events on behalf of the practice. Leading, guiding and coaching to team members. Briefing and overseeing the execution of financial advice actions including risk and compliance, investment, pension. Database and record management, ensuring compliance and accurate up to date information. Identifying areas of process improvement and working with Practice Manager to implement. This is a dynamic and impactful role for someone with experience and passion for financial planning processes, to work for a fantastic, expanding local company. Superb office environment near to Tunbridge Wells with free parking on-site, great transport links and flexible hybrid working options Salary £45-55,000 + benefits including health & wellbeing programme, support to further training and qualification, great holiday allowance and more! Could be an ideal role for someone working in a similar role in London or further afield and hoping to migrate their career locally or someone seeking a next career step in responsibility into a leadership level role. Applicants must be based within reasonable commute to Tunbridge Wells, and should have a background of relevant experience in a financial planning / advisory environment. Could suit a current Client Services Executive or Manager; an Operations or Practice Manager; or a Paraplanner seeking their next step ! Or indeed a current advisor, looking to move into a client service and operations role. If this role sounds an interesting to you apply immediately with your CV to avoid missing out, or better, contact Tabby Hall in our Tunbridge Wells offices to discuss in confidence
