Personal Tax Senior £45,000 -£50,000
An exciting opportunity has arisen within this progressive South London firm for an experienced personal tax specialist to join their burgeoning taxation team.
You will be responsible for your own portfolio of clients, which includes high net worth individuals and some non-domicile clients. Whilst the focus will be on providing a compliance service, you will also be provided with exposure to personal tax planning assignments, assisting the partner on various ad-hoc advisory taxation projects as well as ad-hoc investigation support.
Ideally, you will possess several seasons of completing self-assessment returns and demonstrate the ability to liaise with clients and HMRC directly.
In return, you will be provided with the opportunity to handle a challenging portfolio of clients, developing your technical knowledge with plenty of support and encouragement from the partner and the team. In addition, there is a strong pathway for progression for the right individual.
Position Overview:
The Research Associate role is an entry-level position focused on conducting thorough, high-quality research in relevant languages. The role requires clear and concise communication of findings, both verbally and in writing, primarily to colleagues and, occasionally, to clients.
Key Responsibilities:
Investigative Research (80%)
Conduct high-quality research using public records and proprietary databases under the guidance of a project manager.
Develop expertise in regional and language-specific information sources, ensuring efficient data retrieval.
Clearly and accurately communicate research findings, primarily to colleagues and, when necessary, directly to clients.
Support senior colleagues in investigative efforts, gradually progressing to independent research tasks.
Assist in briefing subcontractors and preparing updates for clients.
Conduct rapid research to support proposal writing as experience grows.
Developing & Maintaining Investigative Resources (10%)
Maintain and update investigative resources, ensuring timely awareness of changes in information availability.
Attend relevant seminars and meetings to enhance research techniques and regional expertise.
Administrative Responsibilities (10%)
Accurately maintain timesheets and ensure timely preparation of contracts and invoices.
Adhere to company regulations on proprietary data storage and confidentiality.
Personal Attributes:
Exceptional written English and communication skills.
Willingness to accept and implement constructive feedback.
Diligent, detail-oriented, and thorough in investigative research.
Strong analytical and critical thinking abilities.
Ability to synthesize large volumes of information under time constraints.
Basic understanding of financial and business concepts, including financial statements.
Performance Expectations:
Produce high-quality, thoroughly researched, and well-written reports with supervision.
Keep country and regional resources well-organized and up to date.
Demonstrate an understanding of anti-corruption legislation and its implications for client concerns.
Expand and refine information sources within relevant regions.
Effectively manage workload and deadlines.
Show commitment to continuous improvement.
Additional Information:
This role may occasionally require work outside standard office hours and some international travel.
My client is a leading organisation in business intelligence. They are looking for a Associate to join their growing business.
Associates' primary responsibilities are centered on the preparation and delivery of high-quality work products and professional services to clients. They also ensure that proprietary information they access and use is well-maintained. Finally, Associates are expected to demonstrate a strong commitment to expanding their skill set. This is a mid-level role.
Job Overview
Associates work closely with clients and colleagues to manage assignments from beginning to end. They have strong knowledge of their areas of specialization, are able to develop and implement effective research strategies, and manage human intelligence assets in support of the successful execution of investigative research.
The role is partially client-facing, and accomplished Associates can expect direct-and, in some cases, unsupervised-communication with clients.
Key Responsibilities
Investigative Research
Manage every facet of the investigative process, either directly or under supervision from senior colleagues. Specifically:
Prepare written updates and reports, and deliver verbal client updates on time and to a consistently high standard.
Prepare and produce proposals.
Conduct high-quality research using available public records and proprietary databases.
Effectively instruct and manage subcontractors.
Associates sometimes support senior colleagues in their investigative efforts and may occasionally manage more junior Associates and Research Associates.
Develop and Maintain Investigative Resources (10%)
Help maintain and update relevant investigative resources.
Monitor and alert colleagues to changes in information availability in relevant areas of specialization.
Ensure company information resources are updated accordingly.
Attend relevant seminars and other meetings to enhance knowledge.
Training
Work closely with Research Associates, providing appropriate training on specialist databases.
Help Research Associates understand and meet work product requirements.
Administrative Responsibilities
Accurately maintain and submit timesheets.
Ensure contracts and invoices are prepared accurately and sent to clients promptly.
Demonstrate best practices in storing proprietary information, including using Salesforce, internal databases, Google Drive, and other archives as prescribed.
Personal Attributes
Excellent written English as well as fluency in Arabic or Mandarin
Analytical and inquisitive mindset.
Willingness to accept and implement constructive criticism.
Hardworking, diligent, and thorough in the execution of research.
Ability to digest and distill large volumes of information.
Ability to work efficiently and handle multiple (and sometimes short) deadlines.
Ability to assess the accuracy of information and intelligence.
Understanding of financial and business concepts, with a basic ability to interpret financial statements.
Eagerness to identify and adopt new technologies.
Targets
Conduct investigations of varying complexity to a consistently high standard.
Manage time and workload calmly and effectively.
Manage junior colleagues and subcontractors efficiently.
Ensure country and regional resources are easily accessible and up to date.
Demonstrate an understanding of anti-corruption legislation and its impact on clients' concerns and work products.
Meet or exceed prescribed billable hours targets and other key performance indicators (KPIs).
Show commitment to continuous improvement.
Exhibit fluency in describing Business Intelligence services and products.
Overview:
We are seeking a highly skilled Consumer M&A Associate Director to join a leading global firm in London. The successful candidate will play a key role in executing and leading M&A transactions within the consumer sector, advising corporate and private equity clients on acquisitions, disposals, and strategic growth opportunities.
Key Responsibilities:
Lead end-to-end execution of M&A transactions, including financial analysis, valuation, due diligence, and negotiations.
Develop and maintain relationships with key stakeholders, including clients, investors, and industry professionals.
Provide strategic advice to clients on M&A opportunities and market trends within the consumer sector.
Oversee and mentor junior team members, ensuring high-quality deliverables.
Support business development initiatives, including pitching and origination of new opportunities.
Collaborate with internal teams, including sector specialists, financial modelling experts, and tax advisors.
Key Requirements:
Strong M&A experience within the consumer sector, ideally gained in an investment bank, advisory firm, or Big 4 environment.
Proven track record of executing transactions from origination to completion.
Strong financial modelling, valuation, and deal structuring skills.
Excellent client management and leadership abilities.
Ability to work in a fast-paced, high-pressure environment.
ACA, CFA, MBA, or equivalent qualification preferred.
Why Join?
Work on high-profile, cross-border transactions within a globally recognised firm.
Opportunity to develop within a dynamic and high-growth M&A team.
Competitive compensation and benefits package.
Role Overview:
The Associate Director (AD) will play a critical leadership role in managing and delivering integration, separation, and synergy initiatives throughout the deal lifecycle. The role focuses on overseeing Day 1 readiness, strategic planning, and post-deal execution to ensure successful business transitions and value creation for clients. This includes managing the full spectrum of integration and separation activities, from early-stage planning to execution, across diverse transaction scenarios.
Key Responsibilities:
Integration & Separation Leadership: Lead the planning and execution of integration and separation strategies, ensuring business continuity, operational alignment, and the realization of deal synergies from Day 1 through post-deal implementation.
Day 1 Readiness: Oversee and ensure Day 1 readiness for clients, driving cross-functional alignment across the business and ensuring seamless execution of operational, technological, and strategic transition activities.
Synergy Management: Identify, assess, and track synergies from potential transactions, ensuring that both cost and revenue synergies are realized post-deal. Develop detailed plans for synergy delivery, including interdependencies, risks, and milestones.
Post-Deal Execution: Manage post-deal integration or separation activities, ensuring smooth transitions, value preservation, and minimal disruption to the business. Work closely with client stakeholders to monitor progress, address issues, and adapt plans as necessary.
Stakeholder & Client Leadership: Serve as the primary point of contact for client leadership on integration, separation, and synergy initiatives. Build and nurture deep, trusted relationships with senior executives and ensure alignment on strategic goals and execution.
Project & Workstream Management: Oversee the execution of multiple workstreams across integration, separation, and synergy efforts, ensuring timely delivery, resource allocation, and cross-functional coordination. Manage risk and ensure projects meet both client expectations and financial goals.
Team Leadership & Development: Mentor and lead internal teams, providing coaching, feedback, and development opportunities while fostering a collaborative environment that drives performance and high-quality delivery.
Business Development & Strategy: Support business development efforts by identifying new opportunities, contributing to proposals, and helping to convert business leads into engagements. Build and maintain a strong network within the firm and externally to position for future work.
Risk & Governance: Ensure all integration, separation, and synergy activities adhere to the firm's risk management frameworks, maintaining governance and compliance while protecting the firm's reputation. Manage financial performance, including engagement profitability, WIP, and timely invoicing.
Role Requirements:
Experience: 8-12 years of experience in leading integration, separation, or synergy initiatives, with a focus on M&A transaction environments. Strong background in managing complex projects involving multi-disciplinary teams.
Skills: Proven expertise in managing post-deal integration and separation, identifying synergies, and developing actionable plans to achieve strategic goals. Strong problem-solving, analytical, and project management skills.
Leadership: Demonstrated ability to lead teams and manage senior client relationships, fostering collaboration, innovation, and value creation throughout the transaction lifecycle.
Strategic & Financial Acumen: Strong understanding of the financial and operational drivers of business transactions, with the ability to align integration and separation plans to broader strategic objectives and ensure financial performance.
Communication: Excellent written and verbal communication skills, with the ability to convey complex ideas clearly to senior executives and key stakeholders.
Education: Strong academic credentials, with a preference for advanced degrees or certifications in business, finance, or a related field. Additional language skills are a plus
Director - Role Overview
Directors play a pivotal role in driving business growth through exceptional client development and management skills. They create and implement strategic plans to expand the client base, enhance service offerings, and increase case complexity-all aligned with ambitious growth objectives.
In addition to their business development responsibilities, Directors provide inspirational leadership, mentoring junior colleagues, modeling core behaviors, and offering timely feedback and guidance. Reporting directly to the CEO, the Director is a key member of the Group's Senior Team.
Job Overview
Directors are responsible for generating growth by acquiring new clients, shaping project teams, and ensuring exceptional investigative work and client service. They operate within a business plan agreed upon with the board, working collaboratively as part of the Senior Team while also striving to meet ambitious individual revenue targets.
Key Responsibilities
Business Development
Lead sales and business development initiatives.
Develop and execute strategic growth plans for both new and existing clients.
Foster and manage client relationships, overseeing account management by Business Intelligence (BI) staff.
Collaborate with the marketing team to enhance lead generation through events, PR, external communications, and social media.
Conduct sales meetings, client presentations, and represent the company at industry events.
Oversee projects and ensure high-quality service delivery for assigned clients.
Monitor financial performance and respond effectively to sales reports.
Group Management
Work with the senior leadership team to refine service offerings and align capabilities with client needs.
Collaborate with operational teams and offices to ensure seamless execution of assignments, effective cross-selling, and a 'Group-first' approach.
Personal Attributes
Commitment to delivering the highest standards of professional service.
Strong leadership and management skills.
Excellent communication, negotiation, and interpersonal abilities.
Proven ability to build, manage, and nurture client relationships.
Exceptional writing, editing, and quality assessment skills.
Solid understanding of legislative frameworks in major jurisdictions and their impact on clients and deliverables.
My client is a top 20 practice firm. They are looking for a Technical Financial Reporting Assistant Manager or Manager.
Technical Reviews and Queries:
Review annual reports and financial statements of public interest and other entities to ensure compliance with accounting standards, company law, and regulatory requirements.
Research, draft, and respond to technical queries covering accounting (IFRS and UK GAAP), UK company law, and corporate reporting matters.
Provide technical support and advice to the Firm's partners and staff.
Financial Reporting Training and Guidance:
Develop and issue technical papers, guidance, and articles on accounting, corporate reporting, and regulatory changes.
Compile the Firm's monthly newsletter, focusing on updates in accounting and regulatory matters.
Update and maintain the technical content on the Firm's intranet, including guidance and templates.
Prepare and deliver accounting and regulatory training, including annual updates and financial reporting changes.
Ensure consistency in divisional financial reporting training materials.
Miscellaneous:
Liaise with mid-tier meetings, PKF UK&I meetings, and attend external regulatory events.
Undertake other duties appropriate to the role as required.
Person Specification:
Qualifications and Experience:
Professional accountancy qualification (e.g., ICAEW, ACCA, or equivalent) with at least 3 years of post-qualification experience for Manager or 1-year experience for Assistant Manager.
Strong knowledge of IFRS, UK GAAP, UK listing rules (FCA, AIM, and AQUIS), and UK legislation (Companies Act 2006).
Experience working with auditing standards (ISAs (UK)).
Skills and Experience:
Experience in audit practice, especially with listed or public interest entity clients.
Ability to review financial statements, develop, and deliver technical and training materials.
Proven ability to work autonomously and within a team.
Strong problem-solving skills and ability to address complex issues with clear, evidence-based conclusions.
Excellent written and verbal communication skills.
Technical Proficiency:
Proficient in Microsoft Office (Excel, Word, PowerPoint, SharePoint).
Organisational and Presentational Skills:
Strong time and project management skills with an ability to manage multiple tasks and deadlines.
Excellent presentation skills to effectively deliver training and technical presentations.
Key Competencies:
Teamwork: Must be able to collaborate with partners and staff.
Autonomy: Ability to work independently, especially when researching complex matters.
Communication: Must communicate technical concepts clearly to a non-technical audience.
Attention to Detail: High standard of precision and accuracy in reviewing financial reports and compliance documentation.
Role Overview:
As an Investment Director, you will play a key role in sourcing, evaluating, and executing investment opportunities while working closely with senior stakeholders. You will be responsible for managing the investment process end-to-end, from due diligence to deal structuring and portfolio management. Your expertise in financial analysis and strategic advisory will be critical in driving the firm's investment decisions and long-term growth.
Key Responsibilities:
Lead the origination, evaluation, and execution of investment opportunities, particularly within the consumer, leisure, and retail sectors.
Conduct detailed financial modelling, valuation analysis, and due diligence to assess potential investments.
Structure and negotiate transactions, working closely with legal and financial advisors.
Manage portfolio investments, ensuring value creation and optimal financial performance.
Provide strategic guidance to clients and investors, leveraging industry insights and market trends.
Build and maintain strong relationships with key stakeholders, including institutional investors, corporate partners, and industry leaders.
Work collaboratively with internal teams to drive business development and strategic growth initiatives.
Key Requirements:
Minimum of 8-12 years of experience in investment banking, private equity, corporate finance, or a related investment role.
Strong background in the consumer, leisure, or retail sectors is highly preferred.
CFA or ACA qualification is essential.
Proven track record of successfully executing investment transactions and delivering strong financial returns.
Deep understanding of financial modelling, valuation techniques, and M&A processes.
Excellent leadership, negotiation, and stakeholder management skills.
Strong network within the investment and advisory community.
UK passport holder or full working rights in the UK.
What We Offer:
Competitive compensation package, including performance-based incentives.
Opportunity to work with a highly respected team in a dynamic and entrepreneurial environment.
Exposure to high-profile investment opportunities and strategic decision-making.
A collaborative and ambitious culture that values innovation and excellence.
My client is a top 10 accountancy firm, they are looking for either a Manager or Senior Manager to join their Audit Quality practice. This is an exciting opportunity for anyone looking to work in a more technical mid office role, that offers better work life balance and faster progression.
Responsibilities:
* Perform 'live' reviews of audits at every stage from planning through to completion and reporting, identifying ways to improve audit quality
* Determine areas of focus for reviews, liaising with the Elite Squad Director to agree approach
* Proactively discuss audit quality matters with teams and help develop strategies to deliver high audit quality audits
* Challenge the execution of audit procedures and documentation of audit work performed
* Support and coach teams to implement identified improvements in audit quality
* Identify issues and matters where firm-wide action may be required, in conjunction with the Director of the Elite Squad
* Contribute to the development of training and guidance on performing high quality audits
* Provide clear and practical solutions to ad hoc audit quality queries
You'll be someone:
* Excellent practical and technical auditing experience particularly on more complex audits
* Good working knowledge of IFRS
* Ability and willingness to assertively challenge and influence more senior individuals and peers
* Ability to think independently and creatively to identify ways to improve audit quality
* Strong written and oral communication skills
* Desirable: Experience of performing audit quality reviews (pre or post audit opinion)
You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business.
Are you an experienced restructuring professional looking for a challenging and rewarding opportunity? Do you want to work with a leading international restructuring team that values your expertise and offers unparalleled career growth? If so, we have the perfect role for you!
My client is a premier international restructuring team renowned for working on complex and high profile mandates. They are committed to providing top-tier restructuring solutions to a diverse range of clients globally. With a strong focus on professional development and mentorship, they offer a dynamic and supportive environment where you can thrive and advance your career.
Key Responsibilities:
Lead and manage restructuring projects from inception to completion.
Supporting corporates to develop and implement strategic solutions for clients facing financial distress.
Conduct financial analysis, prepare reports, including detail business reviews
Team management including recruitment, guiding junior team members, fostering a culture of continuous learning and professional growth.
Qualifications:
Qualified accountant (ACA, ACCA, CPA, or equivalent).
Proven experience in restructuring, insolvency, or related fields.
Strong analytical skills and the ability to think strategically.
Excellent communication and interpersonal skills.
Demonstrated leadership abilities and a track record of managing successful projects.
What They Offer:
Competitive salary with excellent bonuses.
Real opportunities for career progression within a leading firm.
Access to a wealth of knowledge and experience from esteemed partners.
A supportive and collaborative work environment.
Continuous professional development and mentorship to enhance your skills.