Keep up-to-date with new product, technical or legislative changes within the marketplace. Comply at all times with the Compliance and Training and Competence Procedures of the company. Comply at all times with the requirements of the Financial Services and Markets Act 2000, and the FCA Principles, The Rules and the Conduct Rules.

• Gather sufficient client information and identify client needs working alongside your allocated IFA
• Analyse information gathered and undertake sufficient research to make suitable recommendations.
• Complete all supporting documentation in an accurate manner.
• Attain and maintain competent status as defined by FCA and the company.
• Maintain performance standards in accordance with those outlined in the Key Performance Indicators section of the Training and Competence procedures.

Skills and Qualifications

CII Financial Planning Diploma or equivalent preferable

Excellent verbal and written communication skills

The nature of the Paralegal role will vary in specification in accordance with the needs of the different departments and their clients. In essence, the role will incorporate some, if not all, of the following core duties and skills.

Job Description:

• To be responsive and proactive in the undertaking of various fee-generating tasks
• and responsibilities assigned by fee earners and under close supervision.
• To handle a caseload, apply the law and offer legal advice both supervised and
• increasingly independently.
• To meet fee and chargeable hours targets consistently.
• To provide the Partner/supervising solicitor with the analysis and input of legal data.
• To undertake research tasks, as appropriate.
• To take new enquiries, as necessary.
• To proactively assist with business development activities.
• To ensure the smooth flow and high quality production of documents and
• correspondence in and out of the department, ensuring that all documents are
• carefully checked by the Partner/supervising solicitor before being sent.
• To provide weekly or monthly updates in accordance with clients requirements.
• To respond to queries raised by clients and third parties, when required, and take
• instructions from client, as appropriate.
• To undertake such other responsibilities and duties as may, from time to time, be
• agreed with the Partners in the team.

Skills and Attribute:

• A good comprehension of the workload undertaken and an emerging awareness of the complexities in accordance with the number of years in post.
• Competent knowledge of the processes and procedures associated with the law
• pertaining to the practice area.
• Excellent numeracy skills, Word, Outlook, Excel and knowledge of legal database
• certifications such as LexisNexis and/or PLC.
• Legal research skills and the desire to further develop an understanding of the complexities of the law.
• Ability to work under pressure and to deadlines by effectively planning time and managing priorities.
• Polite with good presentation and professionalism.

The nature of the Paralegal role will vary in specification in accordance with the needs of the different departments and their clients. In essence, the role will incorporate some, if not all, of the following core duties and skills.

Job Description:

• To be responsive and proactive in the undertaking of various fee-generating tasks
• and responsibilities assigned by fee earners and under close supervision.
• To handle a caseload, apply the law and offer legal advice both supervised and
• increasingly independently.
• To meet fee and chargeable hours targets consistently.
• To provide the Partner/supervising solicitor with the analysis and input of legal data.
• To undertake research tasks, as appropriate.
• To take new enquiries, as necessary.
• To proactively assist with business development activities.
• To ensure the smooth flow and high quality production of documents and
• correspondence in and out of the department, ensuring that all documents are
• carefully checked by the Partner/supervising solicitor before being sent.
• To provide weekly or monthly updates in accordance with clients requirements.
• To respond to queries raised by clients and third parties, when required, and take
• instructions from client, as appropriate.
• To undertake such other responsibilities and duties as may, from time to time, be
• agreed with the Partners in the team.

Skills and Attribute:

• A good comprehension of the workload undertaken and an emerging awareness of the complexities in accordance with the number of years in post.
• Competent knowledge of the processes and procedures associated with the law
• pertaining to the practice area.
• Excellent numeracy skills, Word, Outlook, Excel and knowledge of legal database
• certifications such as LexisNexis and/or PLC.
• Legal research skills and the desire to further develop an understanding of the complexities of the law.
• Ability to work under pressure and to deadlines by effectively planning time and managing priorities.
• Polite with good presentation and professionalism.

A Leading Law firm wishes to recruit a 4-6 years PQE Solicitor with significant experience in Charity work to join the firm’s successful and growing Private Client Department as an Associate.

he Private Client department

The Private Client department has two sections, the legal section and the trust and tax section. The legal section consists of solicitors and legal executives (specialising in probate), and the trust and tax section comprises qualified and unqualified trust and tax accountants and practitioners. These two sections work closely together on our clients’ affairs so as to provide a seamless service.

The Role

Firm's practice is encompassed within our Private Client department, and the practices of all Partners in the team include advice to Charities and their Trustees as well as advice to Private Clients generally on their philanthropic giving and testamentary wishes. You will be expected to assist Partners in giving this advice, alongside more general estate planning advice and the preparation of testamentary documents.

The Individual

Candidate should have the following attributes:

• A confident, personable nature
• The ability to be proactive and reactive in addressing clients’ affairs and requirements
• Strong communications skills and an ability to work as part of a team
• A track record of achieving minimum time targets and meeting regular billing requirements
• The desire and ability to keep abreast with changes in legislation and market developments
• A strong interest in the Not-for-profit sector, both in the UK and internationally, and extra-curricular experience of working with and supporting charitable endeavours is desirable

Our client expanding our tax department and are seeking a Senior Tax Advisor for a role focusing entirely on tax advice and review. This is an excellent opportunity to join this friendly, vibrant and dynamic team. Firm aim is to provide outstanding service in a professional and efficient manner tailored to give the client the benefit of exceptional advice and maximum added value.

Firm seek a passionate and enthusiastic individual with at least three years’ experience in the delivery of tax advice. You will need experience of both personal and corporation tax.

RESPONSIBILITIES

• Advise on tax planning, business restructuring, HMRC tax clearances and R&D claims
• Conducting technical research and providing advise accordingly.
• Work closely with the accounts to review corporation tax and personal tax computations and returns.
• Deal with HMRC in respect of tax enquiries
• Conduct research in respect of technical tax matters
• Inform the team on relevant changes in tax law.
• Support colleagues on advisory projects and developing junior members of the team as they progress into this type of work.
• Work closely with partners to provide a first-class service to clients
• Collaborate with colleagues across the Moore Global network to develop tax services and the client experience

EDUCATION AND EXPERIENCE

• CTA qualified is desirable but study support for CTA would be provided if required
• At least three years’ UK tax experience
• Competent knowledge of Microsoft Office software
• A sound understanding of accounts and their interaction with tax computations is essential.
• Competent knowledge of VAT, stamp duty and SDLT would be desirable
• Ability to deliver accurate work to deadlines and under pressure
• Strong organisational skills
• Ideas focused and able to deliver creative solutions
• Demonstrate a commitment to delivering a first class service to clients, and the ability to work as part of a team
• Excellent customer service and communications skills, both written and verbal

We seek a passionate and enthusiastic individual with at least three years’ experience in the delivery of external accounting services. The successful candidate must be able to demonstrate a commitment to delivering a first-class service to clients, and the ability to work as part of a team.

RESPONSIBILITIES:

Prepare accounts for supervisor/manager’s review and approval to include:Production of lead schedules to agree to accounts disclosures
Production and reconciliation of control accounts
Collation of appropriate evidence to support figures in the account
Prepare sole trader/company tax computations and liaise with tax specialist as necessary.
Raise relevant and coherent queries to assist with manager review
Liaise and communicate with portfolio holder and client

MANAGEMENT OF TEAM

• Assist with the training and mentoring of the junior members of the team
• Contribute to improvement of policies and procedures

OTHER RESPONSIBILITIES

• Work closely with partners to provide a first-class service to clients
• Collaborate with colleagues across the Moore Global network to develop audit services and the client experience

EDUCATION AND EXPERIENCE

• ACCA or ACA qualified with at least three years’ UK accountancy practice experience
• Knowledge of FRS 102
• Competent knowledge of accounts and cloud software
• Competent knowledge of the Microsoft Office software
• Ability to deliver accurate work to deadlines and under pressure with good time management skills
• Strong organisational skills
• Excellent customer service and communications skills, both written and verbal
• A driving licence and access to transport is essential as some work is conducted at the client’s premises.

The firm provides specialist legal services to private and commercial clients. Firm best known for our family and private client work and are widely regarded as one of the very best of the small number of firms in the UK who provide these specialist services at the highest level. We also have an excellent reputation in many other areas of law (rated in both Chambers and Legal 500), including trust litigation.

The Private Client department

The Private Client department has two sections, the legal section and the tax and trust section. The legal section consists of solicitors and legal executives (specialising exclusively in probate and estate administration), and the trust and tax section comprises qualified and unqualified trust and tax accountants and practitioners, including three apprentices. These two sections work closely together on our clients’ affairs so as to provide a seamless service.

The department is currently 80 strong, with twenty Partners, three Consultant, nine Senior Associates and ten Associates, three Chartered Legal Executives and one Probate Executive, eight Trust Managers and Accountants, two Professional Support Lawyer, one Trainee Solicitor, seven Apprentices, and nine secretaries.

The Role

You will be expected to assist Partners and other members of the team in giving lifetime and testamentary tax and estate planning advice, trust and structuring advice, prepare Wills (and related testamentary documents) and all forms of trust documentation, and to work closely with the Department’s tax and trust team.

Your work will include advice on inheritance tax and capital gains tax issues (including potential mitigation strategies) and on trust and company law, as well as probate and mental capacity matters. You should have a strong background in Private Client work, good knowledge of tax, trust and private client law generally, and the ability to give excellent, clear and succinct explanations, in writing and in person.

You will be advising both resident and non-resident individuals and trustees, and their family offices, in relation to UK tax legislation affecting them and their investments, including:

• pre-immigration and emigration planning,
• trust creation and distribution strategies;
• the administration of complex multi-national estates;
• tax efficient asset structuring and testamentary planning;
• estate and tax planning associated with divorce;
• trust and tax advice associated with contentious trust and probate claims;
• Charities and philanthropy; and
• family owned businesses and family governance.

You may be asked to embark on STEP/CTA exams.

Skills and Attributes:

• A confident, personable nature.
• The ability to be proactive and reactive in addressing clients’ affairs and requirements.
• Strong communications skills and an ability to work as part of a team, including with our trust team and other professionals within and outside this firm.
• A track record of achieving minimum time targets and meeting regular billing requirements.
• The desire and ability to keep abreast with changes in legislation and market developments.

Firm offer market leading salary Package for the ideal candidate

• 4x Life Assurance
• Permanent Health Insurance
• Medical Insurance (after 1 year qualifying period)
• BUPA Cashplan (after 1 year qualifying period)
• BUPA Health Assessment (after 1 year qualifying period)
• BUPA Dental
• Auto enrolment in the firm’s Group Personal Pension Scheme (after 1 complete calendar month qualifying period).
• Interest free season ticket loan after 3 months
• Cycle to Work Scheme
• Wellbeing Programme
• Gymflex
• Holiday Purchase

28 days Holiday and Bank Holidays

Our clients come from many different backgrounds and are active in all branches of commerce and industry. Our reputation is grounded in quality, delivering premium advisory services efficiently and cost-effectively.

The Role:

We require an Assistant Manager to join our expanding Private Client Tax team.

The successful candidate will be part of our wider enthusiastic, successful, and motivated team.

Duties & Responsibilities:

The duties and responsibilities of the role will be to look after the day to day running of a portfolio of clients. Responsibilities will include:

• Delivering technical advice, seeking opinions from Directors and Partners where necessary
• Oversight and organisation of portfolio billing
• Being the second point of contact for key clients
• Attending pitches and conducting general BD work
• Monitoring junior staff, providing feedback and answering queries where necessary
• Identifying business development and cross-selling opportunities
• Co-ordinating the compliance process for clients
• Attending manager meetings and assisting with ideas for implementation in the department
• Other ad hoc duties in line with the role

The Candidate:

The ideal candidate should be able to demonstrate:

• A minimum of 4 years’ personal tax experience within a practice environment
• A proactive attitude
• The ability to work in a team
• The ability to work under pressure and prioritise where necessary
• Good communication and organisational skills
• Experience of dealing with non-doms and HNWIs
• Strong Microsoft Office experience
• A mix of corporate and personal tax experience

The successful candidate must have experience of reviewing tax returns and handling a portfolio of clients, and they should also be commercially aware regarding billing and marketing.

The successful candidate should be CTA qualified. We would also prefer the successful candidate to have some working knowledge of Digita software, although training will be provided if not.

This is a rare opportunity to join in a leading international Law firm. the Firm is currently seeking to recruit a proactive and highly efficient Legal Secretary to join in their office hybrid basis.

The successful candidate must have experience working within Residential Conveyancing and will possess strong administrative skills, produce a high quality standard of work, excellent typing skills as well as IT skills. The successful candidate will also have the ability to work individually as well as part of a team and be able to work to deadlines in an efficient manner.

This is a great opportunity to join a Tier1 law firm only 2 days from office and rest can be done remotely. The firm is known for offering high quality legal work and providing a supportive working environment that invests in people and their development.

Duties and Responsibilities:

• Perform risk assessments to understand the level, significance and scope of risk in the firm’s risk and compliance procedures and report on findings to the Managing Partner.
• Keep under review and manage policies, systems and controls relating to risk and compliance, breaches and reporting material breaches to the SRA, Information Commissioner’s Office (ICO).
• Be appointed as the MLRO and keep under review and manage the anti-money laundering policies and procedures and ensure the firm is compliant.
• Support the annual Lexcel accreditation process, the Law Society’s legal practice quality mark for practice management and client care.
• Advise the Managing Partner (as COLP) and the Partnership in the implementation of risk and compliance matters.
• Be the first point of contact for the firm’s data protection enquiries and Subject Access Requests.
• Investigate and recommend any course of action following any client complaints.
• Provide guidance and recommendations on corrective actions or risk mitigation of potential issues in policies, systems and employee or partner conduct.
• Ensure risk and compliance training is delivered effectively as required.
• Maintain up to date knowledge and understanding of appropriate regulations and internal policies and procedures, including money laundering regulations, General Data Protection Regulations, SRA Handbook, firm standards of client service, anti-bribery and corruption, conflicts of interest, client due diligence etc.
• Ensure effective auditing of the Firm’s processes to ensure it remains compliant with its statutory and regulatory obligations.
• Work with the Managing Partner and the Firm’s insurers in defending claims against the Firm.
• Be flexible to complete other reasonable tasks as requested within the office environment including insurance renewals

Skills and experience:

• Experience of working in a regulated environment within the professional services sector.
• Excellent communication and leadership skills with an ability to influence at all levels and build supportive relationships across the firm.
• Works collaboratively with partners and Management Committee to resolve client conflicts to acceptable outcomes.
• Maintains the highest professional standards to ensure the firm is not in a position of risk.
• Good IT skills and knowledge are essential together with excellent organisational skills.
• Must be able to balance commercial and compliance risks to achieve positive outcomes.
• Ability to deal with confidential matters with discretion and tact.

We are looking for someone with NQ or at least one year of post-qualification experience who ideally can represent our clients across a range of community care and Court of Protection work. If you only have experience of community care or Court of Protection work but meet our other requirements below, we would still encourage you to apply.

You will be working with colleagues specialising in housing and public law and who are recommended in the Legal 500 and Chambers and Partners. We are proud that we are able to provide a holistic service to clients.

You will need to share our passion for access to justice and have good knowledge of the legal aid scheme. Experience of privately-funded work would be welcome.

You will be working for clients with a range of needs, some of whom are in very vulnerable situations such as facing eviction or a lack of community care services.

We have good referral sources from local charities and NGOs who work with us to achieve the best outcome for our clients. Currently we are unable to meet demand for our Court of Protection and community care services and you will be given the opportunity to grow and develop this area of work.

We are open to the successful candidate working from our Whitechapel or Clapham Junction offices.

Key Responsibilities

• Carrying out all allotted casework, promptly and efficiently.
• Analysing legal matters and advising clients of appropriate course of action.
• Communicating clearly and regularly with clients and complying with ‘client care’
• Dealing with all routine correspondence, negotiations and advocacy, where appropriate.
• Ensuring that time spent on all casework is promptly recorded and on conclusion of cases that they are billed and payment is recorded promptly.
• To ensure, where any part of the work within the department is funded by the Legal Aid Agency that requirements are met.
• Keeping up-to-date with general legal developments, particularly relating to own specialist field(s).
• Undertaking appropriate administrative tasks in accordance with the Office Manual to help to ensure smooth functioning of department and efficient casework and billing.
• Providing supervision where appropriate and/or reporting to supervisors when supervision required.

Skills/Knowledge Requirements

• At least one year of post-qualification experience of working on a full range of community care and/or Court of Protection law (including challenging assessments and care plans, ensuring that local authorities comply with their safeguarding duties, identifying judicial review challenges and potential Court of Protection cases, acting for “P” via a litigation friend or family members in Court of Protection proceedings in relation to P’s welfare)
• Ability to communicate effectively with the firm’s client group
• Excellent oral and telephone skills
• Ability to prioritise and work efficiently under pressure
• Excellent written communications skills
• Problem-solving ability
• Experience of working to targets
• Excellent IT Skills
• Commitment to our client group in connection with maintaining access to justice
• Experience of privately-funded work

We are looking for 2X Audit Manager paying Up to £83K base salary and a Senior Audit Manager paying up to £100K base salary and a Senior Audit Manager for Charities and NFP paying up to £100K base salary to join our client's audit department and manage a client portfolio. You will be joining a friendly and supportive team and this is a position where you will be encouraged to share ideas and best practices. Client offer market leading salary, bonus and 14% pension for the ideal candidate.

Key Duties & Responsibilities:

• Management of an audit focussed portfolio of clients.
• Overseeing the preparation of financial statements under FRS102 and IFRS.
• Attendance and contributions at client meetings.
• Completing audits with minimal supervision and within deadlines.
• Management and development of upcoming audit talent.
• Financial management of portfolio taking control of WIP, billing and debt management.
• Involvement in business development, including maintaining own key contacts and fostering new relationships.
• Maintaining a good level of technical knowledge and being able to independently research issues forming your own solutions.

The Person:

• ACA / ACCA qualified or equivalent
• Minimum of five years’ experience in an accountancy practice
• Excellent communication skills and ability to build strong client and team relationships
• Ability to manage complicated projects and multiple stakeholders
• Strong technical understanding of accounting and auditing standards
• Experience in leading group audits and the preparation of consolidated accounts
• Previous use of CaseWare or Mercia methodologies is desirable
• Can build trusted relationships with clients and colleagues.
• Produces high quality work to a good technical standard.
• Strong organisational skills to effectively prioritise high volumes of work.
• Anticipates and resolves problems at an early stage to keep assignments on budget.
• Can identify opportunities for growth within existing client base and when to involve other service lines.
• Takes an active role in developing the team providing day to day support on technical and other matters.

Please note we are also recruiting for an Audit Senior Manager, x Audit Manager, Assistant Audit Manager and Audit Senior role please apply if you have relevant experience. Paying Market Leading Salary Up to £100K DOE.

Our client looking for an experienced Audit Senior Manager to join within a top 20 UK Accounting firm. You will be joining a specialist Charities and Not for Profit (NFP) Audit department and manage a client portfolio and a team of seniors and trainees. This is a fantastic opportunity to join an established friendly team and bring in your wealth of experience.

This is a role for an ambitious candidate who embraces our core values, supporting the audit partners, helping our clients achieve their aspirations and developing our audit team. The role is to work as part of the NFP team ensuring that audit and Independent Examinations planning, fieldwork and completion is performed to a sufficient standard, ultimately resulting in the ability for firm's to sign audit or IE reports. You will be working as part of the NFP team, being responsible for ensuring accounts are prepared under UK GAAP and Charities SORP reporting direct to the audit partner RI.

Key Duties & Responsibilities:

Management of an NFP audit focussed portfolio of clients.

• Overseeing the preparation and audit of financial statements under Charities SORP.
• Attendance and contributions at client meetings.
• Completing audits with minimal supervision and within deadlines.
• Management and development of upcoming audit talent.
• Financial management of portfolio taking control of WIP, billing and debt management.
• Involvement in business development, including maintaining own key contacts and fostering new relationships.
• Maintaining a good level of technical knowledge and being able to independently research issues forming your own solutions.

The Person:

• ACA or ACCA qualified or equivalent.
• Solid experience in an accountancy practice working in an Audit focused role.
• Knowledge/experience of charities reporting and auditing desirable but not essential.
• Excellent communication skills and ability to build strong client and team relationships.
• Ability to manage complicated projects and multiple stakeholders (Key Management and Trustees).
• Strong technical understanding of accounting, including Charities SORP and auditing standards.
• Experience in leading group audits and the preparation of consolidated accounts.
• Previous use of CaseWare or Mercia methodologies is desirable.
• Can build trusted relationships with clients and colleagues.
• Produces high quality work to a good technical standard.
• Strong organisational skills to effectively prioritise high volumes of work.
• Anticipates and resolves problems at an early stage to keep assignments on budget.
• Can identify opportunities for growth within existing client base and when to involve other service lines.
• Takes an active role in developing the team providing day to day support on technical and other matters.

A leading tax Investigations tax team, who have a strong presence within the market are looking for tax disputes and disclosures Senior to join this well established London team within the Tax Investigations / Disputes space.

Job Descriptions:

• Confidently manages a portfolio of TDD cases at all stages from client onboarding through to settlement
• Reporting to the TDD Director for each assignment, whilst taking responsibility for more complex tax disclosure cases including COP9, WDF, DDS etc
• As appropriate to the circumstances, producing letters and reports to HMRC, including all computational aspects of the report, with minimal support from the TDD Director
• Negotiating with HMRC as appropriate
• Participating in Alternative Dispute Resolution (ADR) settlement meetings
• Managing client relationships and providing relevant quotes to clients. Clients in this context can include other accountants acting for the taxpayer
• Understanding client needs and communicate with them in layman's terms where appropriate
• Liaising directly with clients, contacts and other parties to ensure timely provision of information and work is done according to desired timescales
• Responsible for controlling WIP on allocated jobs, including billing and debt collection.
• Managing and delegating effectively to junior staff when required
• Assisting in the production of technical material and/or marketing initiatives such as writing articles, blogs and update website
• Assisting in the preparation and or being involved in the delivery of presentations and training courses
• Building good working relationships with internal and external colleagues, maximising cross-selling opportunities

Ideal candidate:

• Ex-HM Inspector of Taxes; ACA and/or CTA; lawyer or paralegal with relevant experience or working experience
• Experience in a Tax Dispute Resolution or similar team, or HM Revenue & Customs
• Relevant tax dispute resolution experience, and experience of dealing with senior HMRC investigators and management
• Self-motivated and able to apply relevant skills to new scenarios
• Aware of personal development and contributes towards it

Join a top tier leading international law practice renowned for exceptional legal services and an industry footprint defined by numerous accolades. This firm boasts a network of offices across the UK, a diverse and inclusive culture, and a sterling commitment to work-life balance. Poised to empower and nurture talent, the firm provides a fertile ground for professional development through its sterling training programmes. Firm offer flexible working for the ideal candidate

Responsibilities

As a Pensions Lawyer, the successful candidate will:

• Engage in influential work advising top-tier pension providers, master trusts, scheme trustees, corporates, and insurers.
• Drive the future of infrastructure investment with forward-thinking pension fund strategies.
• Collaborate closely with esteemed legal professionals on complex, market-leading matters.

Requirements

Your Qualifications And Skills Should Include

• Qualification as a Solicitor.
• Substantial experience specialising in pension law.
• Demonstrated ability to work dynamically within collaborative team settings.
• A robust eagerness for continual learning and professional development.

Benefits

A Rewarding Career Comes With Exemplary Benefits, Including

• Hybrid/ Remote and flexible working opportunity
• Genuine career progression opportunities to reach new heights.
• Generous enhanced parental leave, for when life's milestones call.
• Comprehensive medical and dental insurance to safeguard your well-being.

Job Types: Full-time, Permanent

Pay: Up to £150,000.00 per year