Paraplanner

Just Recruitment is recruiting for a Corporate Tax Manager – NFP based in Gatwick.

You will work as part of a Not for Profit tax team to provide corporation tax advisory and compliance services to a wide range of clients from across the Not for Profit Sector, including charities, housing associations, education providers and public sector bodies.

You will work with a portfolio of clients and deal with all matters relating to the tax services that the firm provides to their clients including coordinating advice from other tax streams, such as VAT and stamp taxes. You will be developing strong relationships with the clients by really getting to know their organisation so that you can identify opportunities for the firm to support them.

Responsibilities:

• You will act as a key point of contact within the firm for the client. This will involve responding quickly to, as well as anticipating, client requests/needs, keeping clients informed of progress in relation to all aspects of the service provided, and maintaining regular contact with clients.
• Responsibility for project delivery on clients within your portfolio, including agreeing scopes of work, managing billings and ensuring all work is delivered on time and to budget.
• Review work prepared by more junior members of staff and support their development through feedback, on the job training and support with their technical and client-facing skills.
• Ensure assignments are completed within agreed budgets and keep the Partner/Director informed of developments.
• Ensure that the firm’s quality control procedures are adhered to to identify risk and technical matters, as well as selling opportunities, to the Partner/Director, whilst exercising judgement within agreed parameters.

Management:

• Provide support to Partners and Directors on client matters and assist in the management of the team, this will include support with the recruitment and management of staff as well as with the delivery of our strategy.
• Work with other Managers within the tax team, and provide support to the rest of the team.
• Actively participate in the management of the group through Partner/Manager meetings.
• Provide training to more junior staff both on the job and through monitoring exam and on the job performance, whilst consistently providing appropriate feedback.
• Counsel, appraise, develop and motivate the team as appropriate.

Sales and marketing:

• Recognise business development opportunities and work with the Partner or Director and the client to develop these when they arise.
• Participate in bids/proposals for new work both from your existing portfolio and with new clients.

Communication and representation:

• Develop relationships with clients at senior level and maintain contact with other levels as appropriate to ensure the firm has the confidence of the client.
• You will be able to work on your own initiative and as part of a team.
• Consult with colleagues and partners on technical and risk matters.

Requirements:

• CTA and/or ACA qualified or equivalent
• Demonstrable post qualified experience.
• Experience of working with Not for Profit organisations would be an advantage but is not a requirement provided you are enthusiastic about working in the sector and keen to learn more.
• Ability to guide and supervise less experienced colleagues through support training and mentoring.
• Willing to challenge current practice – to drive improvement and champion change.

Just Recruitment is recruiting for a Partnership Tax Manager on behalf of a company based in London.

The company is the largest Professional Services tax team in London serving a wide variety of clients within the sector; including law firms, consultants, recruiters, architects and property services firms, as well as financial services businesses.

The role provides an exceptional opportunity for you to develop their technical, commercial and client relationship skills in a supportive and collaborative environment, working with colleagues who are recognised as experts in the sector.

Responsibilities:

• You will be responsible for dealing with all matters relating to the management of clients operating within the professional services and investment fund management sectors, particularly partnerships/LLPs and their partners, as well as some corporate businesses.
• Act as a key point of contact for clients, responding quickly to, as well as anticipating, client requests/needs, keeping clients informed of progress in relation to all aspects of the service provided, and maintaining regular contact with clients.
• Manage a portfolio of clients, taking control for project delivery of tax compliance and advisory services, as well as billing and cash collection.
• Review work prepared by more junior members of staff.
• Have regular involvement in advising on complex tax issues in conjunction with Partners/Directors/Senior Managers.
• Identify risk and technical matters and ensure risk and quality procedure are adhered to.
• Recognise business and sales opportunities and work with the Partners/Directors/Senior Managers to develop these when they arise.
• Participate in bids/proposals for new work.
• Actively participate in the management of the group through Partner/Manager meetings.
• Be responsible for coaching and developing junior members of staff.

Requirements:

• Qualified ACA/CTA (or equivalent) with demonstrable post-qualified experience.
• Relevant experience in a corporate and/or partnership tax compliance and advisory role, including some experience of dealing with professional partnerships and/or private equity funds and management structures.
• Personal tax compliance and advisory experience.
• Involvement in tax advisory projects.
• Ability to manage a large client portfolio.
• Some involvement in business development activities with new and/or existing clients.
• Experience in dealing with client senior management.
• Self-motivated with excellent communication.
• Experience in supervising junior staff.
• A commitment to technical and personal development, with the drive and ambition to progress and fulfil your full potential.

Just Recruitment is recruiting for a Private Tax Senior Associate on behalf of a company based in Southampton.

In this role you will be within the Private Client team, providing tax compliance and advisory services for a wide range of regional, London and internationally based clients.

You will also be supporting and be involved in the continued expansion of PCS advisory work generally for HNWIs including tax areas such as international (residence, non-doms and overseas trust/company structures), private equity, UK property, trusts and owner-managed businesses.

You will have:

• Competency on routine work without generating significant Manager review points
• Significant understanding of and previous experience within tax compliance
• Tax advisory experience preferable but not essential
• Supervisory experience
• Excellent knowledge of Tax compliance products as well as Excel, Word, PowerPoint and Lotus Notes
• Able to demonstrate the keenness to develop a career within the profession
• Ideally educated to degree level with no fewer than 280 UCAS points and a 2.1. degree
• CTA and/or ATT qualified or qualified by experience

Just Recruitment is looking for an IFA Administrator/ Paraplanner to join a company based in Colchester to be part of their team.

You will be providing high-quality financial planning support to Financial Advisers as part of an administrative team, in accordance with FCA standards as well as the company’s Chartered Code of Ethics. The role requires you to represent the company in a professional manner with honesty and integrity at all times.

Duties:

• Collate and manage information and facts for client meetings.
• Process applications and servicing matters, communicating with providers, clients and professional parties such as accountants and solicitors.
• Process post-sale requirements, working to and ensuring deadlines are met for both individual and corporate clients.
• General office duties include data entry, telephone/reception duties, handling post, shopping, stationery, photocopying, filing, scanning, research, and letter writing.
• Maintaining reception area.
• Keep up to date with legislation, taxation and trusts, regulation, technical, product and provider changes.
• A thorough knowledge is necessary of all product types that the company generally deals with, in its fully independent status.

Training and development:

• To continue private study to obtain the CII Level 4 Diploma in Financial Planning in a reasonable timescale.
• To pass internal training and test in Data protection, Complaints, Anti-bribery and Money laundering.
• To continue with ongoing technical training within the office, keeping a good working knowledge of the products and systems used.
• To continually complete annual CPD in accordance with company and CII requirements.

Pre-requisites and experience:

• At least 4 GCSEs inc English & Math's at grade C and above (or equivalent).
• At least partial completion of the CII Level 4 Diploma modules.
• Ideally, at least 2 years IFA support experience, including use of a back-office system such as Iress or Intelliflo.
• High level of written and oral communication skills.
• Ability to prioritise workload.

There is a strong element of working on your own, relying on initiative gained from your experience within the industry. You will be required to use paraplanning / extracting information skills etc.

Salary £23k-£29k depending on experience.

Based primarily at the office in Colchester, however, you may be asked to work at the Ipswich office from time to time.

22 days holiday.
Life cover.
Industry training support.
Auto-enrolment pension scheme by salary sacrifice.

Just Recruitment is delighted to be supporting a well-regarded accountancy based business, with offices located all over the UK.

They are looking to add a Real Estate Tax Manager to their team in London.

The tax team is busy, driven and diverse, they service clients across the country and around the world, by providing expertise in many different specialist areas of tax. They also collaborate across the business to deliver wider business solutions, from meeting clients’ evolving business needs to manage changes to legislation. There are always fresh challenges to face in the Tax team.

If you’re after a career that will keep you on your toes, they will give you the autonomy to drive your career forward.

Role:

• This role will provide Tax compliance and advisory services to a wide range of clients.
• Your primary responsibility will be to deal with all matters relating to the management of a portfolio of clients.
• You will also provide assistance to Director/Principals/Partners in both client work and in the management of the group and on occasions the practice.
• You will be involved in special assignments on an ad hoc basis.
• A key part of the role requires the individual to actively seek, and keep the Partner informed about, any new business opportunities arising on existing and new clients.

Responsibilities:

• To act as a key point of contact within the firm for the client, together with the Partner. This will involve responding quickly to, as well as anticipating, client requests/needs, keeping clients informed of progress in relation to all aspects of the service provided, and maintaining regular contact with clients.
• There will be an expectation that you will take full responsibility for project delivery on their portfolio.
• Manage a portfolio of clients including control of billings and cash collection within the firm's criteria.
• Review of work prepared by more junior members of staff.
• Liaise with HMRC.
• To ensure assignments are completed within agreed budgets and keep client/Partner/Principle informed of overruns and plan staff assignments in order to give an appropriate spread of experience.
• Ensure that the firm’s quality control procedures are adhered to including second partner review.
• Identify risk and technical matters, as well as selling opportunities, to the Partner/Principle/ Senior Manager, whilst exercising judgement within agreed parameters.
• Must provide overall support to Partners on client matters and assist Partners in the management of the group, this will include support at times for the recruitment and management of staff.
• Will work as part of the management team with other Tax managers within the business group, and provide support to the rest of the Tax team.
• Actively participate in the management of the group through Partner/Manager meetings and by attendance at social functions.
• Training must be provided to more junior staff both on the job and through monitoring exam and on the job performance, whilst consistently providing feedback.
• Counsel, appraise, develop and motivate staff as appropriate.
• Must be able to recognise business development opportunities and inform and work with the Partner and the client to develop these when they arise.
• Participate in bids/proposals for new work.
• Develop contact with clients at senior level and maintain contact with other levels as appropriate to ensure the firm has the confidence of the client.
• Act as a liaison between the client and other specialist service groups within the business.
• Contribute centrally by lecturing on internal courses.
• To work on own initiative.
• Consult with colleagues and Partners on technical and risk matters.

Requirements:

• Educated to degree level, and/or CTA and/or ACA qualified or equivalent.
• Demonstrable post qualified experience.
• Guide and supervise less experienced colleagues.
• Support, train, mentor and advise others in own area.
• Challenge current practice – driving improvements and championing change.
• Take personal responsibility for your own decisions and actions and those of others.
• Lead projects of limited scale or complexity.

This is an excellent opportunity to join a people-centred and client-focused business, offering further development and training on both a personal and professional level.