Please find details of all of our current vacancies below. If you would like to apply to work at Hazlewoods on a speculative basis, please email your CV and covering letter to recruitment@hazlewoods.co.uk.

Apply now

The Role  

  • Work with our clients to identify business trends and to visualise, design and develop reports that deliver actionable insight and support users in their strategic decision-making process. 
  • Define, lead and project manage Business Intelligence projects for clients, producing insightful findings that are instrumental in driving business change. 
  • Actively promote this new Business Intelligence specialism through networking, attending client meetings with Partners and developing relevant and insightful marketing material. 
  • Working with internal stakeholders to identify reporting needs, visualise and design auto-reporting dashboards and drive strategic decision making.  
  • Facilitate change management of reporting options and usage throughout the firm, providing training, support and guidance.  

The Person 

  • A qualified management accountant is desirable but not essential. 
  • Proven experience of both Power BI and Power Query skills are essential.  
  • Ability to influence both internal and external stakeholders particularly the management of some of our clients.  

Apply now

Purpose of role

To provide a specialist and comprehensive VAT advisory service to all business clients, with the aim of minimising their VAT liabilities, resolving compliance issues and identifying tax planning opportunities. 

The role is based in our Central Cheltenham office, however there will be occasional requirements to work in our Staverton office and to attend meetings at clients’ premises.

Main Responsibilities

  • Provide advice and support on compliance and planning issues to clients from a wide variety of industry sectors, regularly maintaining contact and making visits as appropriate.
  • Provide advice and support on compliance and planning issues to colleagues as required.
  • Carry out reviews of VAT returns prepared by staff in other teams within the firm.
  • Ensure knowledge is kept up to date with VAT legislation and procedures, HMRC publications, relevant Court and Tribunal decisions etc.
  • Assist the Director and Manager to provide internal updates to Partners and staff, particularly where developments provide opportunities within the client base.
  • Contribute articles for inclusion in Hazlewoods’ tax-related and industry specific publications.
  • Internal financial management including regular review of work-in-progress and billing within given timescales and according to the firm’s procedures.
  • Prepare and agree budgets for assignments with partners and clients, ensuring these are met within agreed time scales.
  • Contribute to the appraisal process for more junior members of the VAT team.
  • To be aware of the wide range of Hazlewoods’ services and to identify opportunities to market those services to clients.
  • To be involved in marketing events and other presentations (both external and internal) when appropriate.

 Key Skills and Qualifications

  • ACA/ACCA or ATT/CTA/IIT qualified.
  • Specialist VAT experience, both compliance and advisory.
  • Related tax consultancy experience, and / or knowledge of Customs procedures, are desirable, but not essential.
  • Client driven and commercially aware
  • Strong IT skills
  • Excellent communicator in a range of situations both written and oral
  • Team player with an enthusiastic and flexible attitude to work

Apply now

The Role

Our Tax team are now looking to recruit an Associate Director/Director working within the Farms and Estates sector to join their highly successful team based in Staverton.

Our Tax team were double award winners in 2017 having won both the Best Tax Practice in a Regional Firm award at the Tolley Tax awards 2017 and Tax Team of the Year at the British Accountancy Awards 2017. You will be joining an expanding team and your contribution will help our continued growth.

  • Manage a portfolio of clients including business owners, partnerships, sole traders and HNW individuals and their related companies or trusts, ensuring excellent client service
  • Advising large scale commercial farming businesses on both business and personal tax issues
  • The role will be mixed, with both advisory work and responsibility for compliance
  • Building and maintaining client relationships and provide a high level of client service.
  • Managing the successful delivery of tax projects, ensuring technical excellence and a commercial approach
  • Effectively Manage, motivate, mentor and develop other members of the team and offering a professional role model as well as working closely with the Farms and Estates accounts team.
  • Understanding technical matters and presenting them in a clear and practical way
  • Supporting partners on advisory projects and in the implementation of complex tax planning arrangements for farmers and landowners, including capital gains tax and inheritance tax/succession planning
  • Business development activities and winning work by proactively managing existing clients and targeting new clients.  Involvement in formal and informal pitching procedures.
  • Establish a strong network of contacts, internally and externally, including agents, solicitors, bank managers and other professionals working in the rural sector
  • Excellent opportunities for career progression

Key Skills and Qualifications

  • CTA and ACCA/ACA qualified
  • Experience of working in a personal tax team
  • Client driven and commercially aware
  • Well-developed supervisory skills e.g. coaching and motivation of staff
  • Excellent communicator in a range of situations both verbally and in writing
  • Ability to thrive in a pressurised environment and deal with tight deadlines
  • Enthusiastic and flexible attitude to work

Apply now

The Role

Our Tax team are now looking to recruit a Corporate Tax Manager to join their highly successful team based in Cheltenham.

This position will be one of the leaders of a team in an important growth area for the business and will have the responsibility for delivering an exceptional service. 

  • Build and maintain tax relationships with corporate clients and provide high level of client service
  • Manage a client portfolio providing both corporate tax compliance and planning advice
  • Support tax partners on many and varied advisory projects including mergers and acquisitions, restructuring and complex investigations
  • Undertake tax due diligence exercises in conjunction with the firm’s transaction support team.
  • Manage the successful delivery of tax service, ensuring technical excellence and a commercial approach.
  • Assisting with the management of the tax team workload and personnel.

Key Skills and Qualifications

  • CTA qualification desirable but not essential
  • Client driven and commercially aware
  • Experience of managing staff an advantage
  • Excellent communicator in a range of situations both written and oral
  • Enthusiastic and flexible attitude to work
  • Experience of working in a corporate tax team

Apply now

The Role

Our award-winning Corporate Finance and M&A teams are nationally recognised, particularly in the Health and Social Care sector. The teams, based in Cheltenham, work closely with a number of corporate acquirers and a large number of the London based Private Equity Houses, Corporate Banks and Nominated Advisers to AIM companies. We are looking for tax specialists to work alongside the teams to advise on all aspects of tax that impact Corporate and Business transactions. This will include:

  • Co-ordinating, developing and delivering tax due diligence reviews on target businesses
  • Highlighting key tax risks
  • Advice on tax warranties and indemnities required and review of taxation implications of sale and purchase agreements
  • Tax aspects of transaction structures
  • Corporate and group reorganisations
  • Pre-disposal review of tax aspects of businesses for which sales mandates are held

  Key Skills and Qualifications

  • ACA/ACCA/CTA qualified
  • Strong Corporate and payroll tax experience
  • Outstanding communication skills and ability to build rapport
  • Able to quickly identify the core issues
  • Able to identify risk and/or potentially price affecting issues
  • Client focused, with an emphasis on quality and accuracy
  • An ability to understand the bigger picture whilst maintaining an eye on the detail
  • Ability to thrive under pressure

Apply now

The Role

Our busy Corporate Tax team works with businesses from almost every sector of the economy to identify their qualifying R&D activity, quantify it and obtain the R&D incentives and tax reliefs for them, as well as working with clients to best leverage the Patent Box regime

We are looking to increase our R&D offering to both existing and new clients and as such are looking to appoint an experienced R&D tax Advisor.  This position will be based in our supportive and friendly Corporate tax team and offers excellent career development opportunities as well as the opportunity to assist with other areas of Corporate Tax if desired.   

  • You will be required to use your knowledge and experience to help our clients in making claims for R&D Tax relief, as well as Patent Box claims (coaching on Patent Box will be provided if you do not have previous experience in this specialist area).
  • Advising clients on the application of R&D legislation and extracting the costs to be claimed
  • Responsible for analysing the costs attributed to clients’ R&D and Patent Box projects, ensuring that technical compliance is in line with HMRC legislation
  • Working with the engagement team to develop claim methodologies and prepare R&D tax relief and Patent Box claims for submission to HMRC
  • Preparing R&D documentation for non-tax specialists.

Key Skills and Qualifications

  • ACCA/ACA/CTA/ATT qualification would be an advantage
  • Detailed working knowledge of R&D tax legislation and experience in preparing R&D calculations.
  • Excellent report writing skills and experience of preparing reports for non-tax specialists
  • Strong finance systems knowledge and IT skills
  • Exceptional interpersonal skills with the ability to interact with clients and internal departments at all levels in a professional and technically competent manner
  • Proven ability to gather and collate information using appropriate questioning techniques
  • Strong analytical skills and attention to detail with a methodical and systematic approach to problem solving
  • Excellent time management skills with the ability to work at pace and under pressure
  • Team working skills with the ability to collaborate with others

Apply now

The Role

Our Tax team are now looking to recruit a Corporate Tax Manager to join their highly successful team based in Cheltenham.

This position will be one of the leaders of a team in an important growth area for the business and will have the responsibility for delivering an exceptional service. 

  • Build and maintain tax relationships with corporate clients and provide high level of client service
  • Manage a client portfolio providing both corporate tax compliance and planning advice
  • Support tax partners on many and varied advisory projects including mergers and acquisitions, restructuring and complex investigations
  • Undertake tax due diligence exercises in conjunction with the firm’s transaction support team.
  • Manage the successful delivery of tax service, ensuring technical excellence and a commercial approach.
  • Assisting with the management of the tax team workload and personnel.

Key Skills and Qualifications

  • CTA qualification desirable but not essential
  • Client driven and commercially aware
  • Experience of managing staff an advantage
  • Excellent communicator in a range of situations both written and oral
  • Enthusiastic and flexible attitude to work
  • Experience of working in a corporate tax team

Apply now

Purpose of role

We are currently looking for a Tax Associate to join our expanding Legal team. 

The position is in an important growth area for the business, and will have the responsibility for helping to deliver an exceptional service to a high calibre client portfolio of law firms.

Our team is made up of 30 accountants and tax advisers servicing over 150 law firms and over 600 individual solicitors across the country.

The responsibilities

  • Managing a portfolio of clients including partners, company directors, partnerships (including LLPs) and limited companies.
  • Building and maintaining tax relationships with clients and providing an exceptional level of client service.
  • Reviewing income tax computations, including liaising with specialists on technical matters.
  • Reviewing business tax computations for partnerships and companies.
  • Managing and developing junior members of the team and offering a professional role model.
  • Supporting colleagues on advisory projects.
  • Researching and understanding technical matters, and presenting them in a comprehensible and practical way.

Key Skills and Qualifications

  • ACA/ACCA and or AAT/ATT qualified.  CTA desirable, although we would consider supporting CTA studies.
  • Understanding of accounts and their interaction with tax computations desirable.
  • Good Excel and Word skills.
  • Client driven and commercially aware.
  • Excellent communicator in a range of situations, both written and oral.
  • Strong organisational skills.
  • Team player with an enthusiastic and flexible attitude to work and a desire to learn and progress.
  • Previous experience of working with legal practices would be helpful, but is not essential as we will happily help you to become someone who really knows how to be a valuable adviser in the sector

Apply now

The Responsibilities

  • Fully supervise and control a portfolio of clients, taking responsibility for all aspects of their audit, accounts and tax matters and ad hoc project work as it arises throughout the year
  • Planning and carrying out audit fieldwork, statutory financial reporting and completion work and reporting to clients thereon, including involvement in board meetings
  • Close liaison with the tax department and the ability to deal with tax computations and personal / corporate tax issues and planning.
  • Undertaking some work at client premises and liaising with clients, including acting as a point of contact for day to day ad hoc queries and enquiries
  • Supervising and coaching staff
  • Keeping the Partners up to date with progress

The Person – Skills & Qualifications

The successful applicant will have the opportunity to work on privately owned and private equity backed companies/groups in a range of geographies.  There will be opportunity to gain a good understanding of the sector and to significantly develop their knowledge and skillsets.

  • Qualified ACA / ACCA
  • Experience of systems controls testing as well as substantive and analytical review auditing techniques, including consolidations, group audits, statutory accounts and disclosures and use of paperless electronic audit files
  • Understanding the bigger picture as well as auditing individual balances
  • Good working knowledge of UK accounting standards
  • Well developed supervisory skills e.g. coaching and motivation of audit assistants
  • Good project management techniques including decision making ability, analytical skills, time management, organisation, evaluative and administrative skills
  • Proven verbal and written communication skills
  • Ability to thrive in a pressurised environment and deal with tight deadlines
  • Have a sound track record in meeting deadlines and demonstrate effectiveness within a team environment

Apply now

Purpose of role

We are looking for a highly motivated, qualified chartered or certified accountant to join our rapidly growing team delivering advice.

As a result, we have a large portfolio of interesting clients, many of whom who are highly acquisitive meaning that they will present the right candidate with a great opportunity to develop their skillsets and progress within the firm.

The audit senior will be responsible for assisting the audit director and/or partner in managing a portfolio of such clients.

The Responsibilities

Fully supervise a portfolio of clients, taking responsibility for all aspects of their audit, accounts, tax and business advisory including ad hoc project work as it arises. A significant proportion of time will be dedicated to tax related matters.

  • Planning and carrying out audit fieldwork, statutory financial reporting and completion work
  • Assisting with pre year end tax planning (corporate and personal)
  • Close liaison with the tax department
  • Manage and control a portfolio of clients taking responsibility for all aspects of work
  • Supervising/Undertaking work at client premises and liaising with clients, including acting as a point of contact for day to day ad hoc queries and enquiries
  • Supervising, mentoring and coaching staff
  • Keeping directors and partners up to date with progress
  • Preparation and discussion of benchmarking data reports used to assist clients with their business strategy and development
  • Assist corporate finance team with specialist assignments such as acquisition advice, business disposals, raising finance, business plans, preparing projections, sector research and analysis

The Person – Skills & Qualifications

The audit senior will have the opportunity to work on privately owned and private equity backed companies in a range of geographies, whilst learning a lot about the sector so as to gain knowledge that will enable them to be more of a business adviser.

  • Newly or recently qualified ACA / CA / ACCA
  • Experience of systems controls testing as well as substantive and analytical review auditing techniques, including consolidations, group audits, statutory accounts and disclosures and use of paperless electronic audit files
  • Understanding the bigger picture as well as auditing individual balances
  • Good working knowledge of UK accounting standards
  • Well developed supervisory skills e.g. coaching and motivation of audit assistants
  • Good project management techniques including decision making ability, analytical skills, time management, organisational, evaluative and administrative skills
  • Proven verbal and written communication skills
  • Ability to thrive in a growing team 
  • Have a sound track record in meeting deadlines and demonstrate effectiveness within a team environment

Apply now

The Role

Our award-winning Corporate Finance team, who are nationally recognised for their work are now looking to expand their team. The role will involve: 

  • Assisting in lead advisory assignments with a typical transaction value of up to £20 million
  • Evaluation of the current trading performance of the business
  • Preparation of projections and underlying assumptions
  • Be involved in the production of quality detailed written sales documentation within agreed timescales
  • Preparing business valuations, identifying and approaching potential acquirers
  • Assisting with queries arising from the acquirers’ due diligence processes

Key Skills and Qualifications

  • ACA/ACCA qualified and/or working in a financial services environment
  • Transactional experience would be advantageous but is not essential
  • Outstanding communication skills
  • Strong time management and organisational skills
  • Excellent working knowledge of Excel
  • Practical and commercial approach to work

Hazlewoods Corporate Finance team has consolidated its position as a top 10 UK adviser, with the latest half-year Experian Mergers and Acquisitions report for 2021 placing them as eighth most active adviser in the national rankings.

Apply now

The Role

We want to give you responsibility for delivering services to a diverse portfolio of clients with turnover of up to £60m in a wide variety of industries. You will be part of a friendly hard working team of 19 people from trainees to partners. Where possible we work in open plan offices with a flat structure utilising everyone’s skills and experience to achieve a shared goal.

  • Audit planning and control of fieldwork for a client portfolio
  • Deliver high quality, fully compliant financial statements
  • Identify areas of risk within clients’ business and define the appropriate audit approach
  • Review work of team members to ensure audit objectives have been met
  • Assist in the management, motivation, mentoring and development of a team
  • Use in-depth knowledge of clients to anticipate and address challenging, complex and interesting issues

Key Skills and Qualifications 

  • ACA/ACCA fully/part qualified
  • Experience of Microsoft Office Package
  • Outstanding communication skills, both written and oral
  • Business development skills
  • Strong analytical and problem solving skills
  • Aspirational person to work in a friendly, motivated team

Apply now

Progression

The limitation on progression is purely down to an individual wanting it and going out and getting it.

The Role

Our award-winning Corporate Finance team is nationally recognised, particularly in the Health and Social Care sector. The Transaction Support team based in Cheltenham works closely with a number of corporate acquirers and a large number of the London based Private Equity Houses, Corporate Banks and Nominated Advisers to AIM companies.

  • Developing an understanding of the target business and its drivers
  • Interpretation and analysis of financial and operational information
  • Review and analysis of historical trading, cash flow and balance sheets
  • Evaluation of the current trading performance of the business
  • Review and analysis of projections, and underlying assumptions
  • Identify and report key issues which may affect the price our clients are willing to pay for target companies
  • Identify and quantify potential risk areas that may need to be addressed as part of the deal structure
  • Be involved in the production of quality detailed written reports within agreed timescales, briefing the Partner/Director accordingly

  Key Skills and Qualifications

  • ACA/ACCA qualified
  • Strong experience of audit, accounts preparation or transaction services
  • Outstanding communication skills and ability to build rapport
  • Able to quickly identify the core issues from a large volume of data
  • Able to identify risk and/or potentially price affecting issues
  • Strong experience in using Excel as a reporting and analysis tool
  • Client focused, with an emphasis on quality and accuracy
  • An ability to understand the bigger picture whilst maintaining an eye on the detail
  • Ability to thrive under pressure

The Role

Our award-winning Corporate Tax team are looking to recruit an experienced Associate to work with a varied and interesting portfolio of clients from OMB’s to large Corporates. You will be joining a dynamic and expanding team and your contribution will help our continued growth. 

Alongside a competitive salary and benefits package, we also offer hybrid working, with a mix of home and office working.  

Duties will include:  

  • Build and maintain tax relationships with clients including owner-managed SMEs and medium sized groups. Provide an exceptional level of client service. 
  • Prepare and review computations and liaise with specialists on technical matters. 
  • Manage client’s corporate tax affairs including payments, enquiries and providing ad hoc advice. 
  • Support colleagues dealing with complex groups and technical issues. 
  • Work with Corporate Finance colleagues to provide tax input into due diligence projects. 
  • Work with management on advisory projects, in particular transaction support. 
  • Research and understand technical matters and present them in a comprehensible and practical way. 
  • Develop own and colleagues’ professional abilities. 

Key Skills and Qualifications 

  • ACA/ACCA, ATT and/or equivalently qualified. CTA desirable. 
  • Corporate tax experience essential. 
  • Knowledge of payroll taxes, Stamp Duty Land Tax, and personal taxation desirable.  
  • Excellent communicator in a range of situations both written and oral. 
  • Enthusiastic and a flexible attitude to work. 
  • Confident with the ability to stay calm under pressure.

The Role

Our Tax team were double award winners in 2017 having won both the Best Tax Practice in a Regional Firm award at the Tolley Tax awards 2017 and Tax Team of the Year at the British Accountancy Awards 2017. You will be joining an expanding team and your contribution will help our continued growth.

  • Manage a portfolio of clients including business owners, partnerships, sole traders and HNW individuals and their related companies or trusts, ensuring excellent client service
  • The role will be mixed, with both advisory work and responsibility for compliance
  • Building and maintaining client relationships
  • Managing the successful delivery of tax projects, ensuring technical excellence and a commercial approach
  • Reviewing of income and corporation tax computations, including liaising with specialists on technical matters
  • Managing and developing junior members of the team and offering a professional role model
  • Understanding technical matters and presenting them in a clear and practical way
  • Supporting partners on advisory projects and in the implementation of complex tax planning arrangements with a focus on taxes relating to the agricultural/landowner’s sectors, which will include capital gains tax and inheritance tax

Key Skills and Qualifications

  • ACA/ACCA and/or ATT qualified. CTA desirable
  • Client driven and commercially aware
  • Excellent communicator in a range of situations both written and oral
  • Team player with an enthusiastic and flexible attitude to work

The Role 

  • Manage a portfolio of clients including company directors, business owners. high net worth individuals and partnerships.
  • Manage the tax relationships with clients and provide an exceptional level of client service.
  • Review of income tax and capital gains tax computations, including liaising with specialists on technical matters.
  • Review of business and corporation tax computations, prepared by our Business Services team, for SMEs.
  • Provide support and guidance for junior members of the team. 
  • Support Partners on advisory projects.
  • Researching and understanding technical matters and presenting them in a comprehensible and practical way.

Key Skills and Qualifications

  • ACA/ACCA and/or ATT qualified. CTA desirable.
  • The ideal candidate will have a solid grounding in tax compliance review and portfolio management together with a desire to expand their technical knowledge and advisory skills.
  • Knowledge of inheritance tax and taxation of trusts desirable but not essential.
  • Excellent communicator with both clients and colleagues, both written and oral.
  • Client driven and commercially aware.
  • Team player with an enthusiastic and flexible attitude to work.

Purpose of role

Reporting to the VAT Manager & Director, this role will provide a specialist and comprehensive VAT advisory service to all business clients, with the aim of minimising their VAT liabilities, resolving compliance issues and identifying tax planning opportunities. 

The role is based in our Central Cheltenham office, however there will be occasional requirements to work in our Staverton office and to attend meetings at clients’ premises.

Main Responsibilities

  • Provide advice and support on compliance and planning issues to clients from a wide variety of industry sectors, regularly maintaining contact and making visits as appropriate.
  • Provide advice and support on compliance and planning issues to colleagues as required.
  • Ensure knowledge is kept up to date with VAT legislation and procedures, HMRC publications, relevant Court and Tribunal decisions etc.
  • Assist the Director and Manager to provide internal updates to Partners and staff, particularly where developments provide opportunities within the client base.
  • Contribute articles for inclusion in Hazlewoods’ tax-related and industry specific publications.
  • Internal financial management including regular review of work-in-progress and billing within given timescales and according to the firm’s procedures.
  • Prepare and agree budgets for assignments with partners and clients, ensuring these are met within agreed time scales.
  • To be aware of the wide range of Hazlewoods’ services and to identify opportunities to market those services to clients.
  • To be involved in marketing events and other presentations (both external and internal) when appropriate.

 Key Skills and Qualifications

  • ACA/ACCA or ATT/CTA/IIT qualified.
  • Specialist VAT experience, both compliance and advisory.
  • Related tax consultancy experience, and / or knowledge of Customs procedures, are desirable, but not essential.
  • Client driven and commercially aware
  • Strong IT skills
  • Excellent communicator in a range of situations both written and oral
  • Team player with an enthusiastic and flexible attitude to work

Our placements are a great way for you to gain an insight into the working world of accountancy and Hazlewoods as a firm. During your time here, you will take on the same responsibilities as a first-year trainee. You will gain exposure to various business activities and this will be a great stepping-stone into a future career with us.  You will be supported by a manager and buddy and will be treated the same as a permanent member of staff, so can join in with all our fun social and charity activities. 

We are currently recruiting for a placement student to join our Pharmacy specialism team, who are experts in the industry. 

This may suit a school leaver, who is looking to take a year out to work before heading to university, or a university student looking to do a placement year. 

Entry requirements 

  • At least 112 UCAS points, in addition to grade B (Level 6) or above in Maths & English at GCSE.
  • A confident communicator, with a flexible “can do” attitude.
  • A driven and enthusiastic character with a genuine interest in a career in Accountancy.

We recognise that some people want to start their career as soon as possible.  If University is not for you, we offer an excellent accountancy apprenticeship which fully supports your journey through the AAT qualification. Upon completion, we offer the chance to continue your training with Hazlewoods to become a chartered accountant.

We are recruiting for our September 2021 intake and have exciting opportunities in our Audit and Accounting, Tax and Business Advisory teams. If you are looking to join a prestigious and successful firm which really values its employees, then please apply via our website.

Our academic requirements are 3 A Levels at 112 UCAS points and above, and Grade B/Level 6 or above in GCSE English Language and Maths.

The Role - Responsibilities

  • Preparing accounts from computerised or manual records for both corporate and non-corporate entities.
  • Preparation of Business and Corporation Tax computations.
  • Occasional preparation of VAT returns and management accounts.
  • Assisting the team’s Managers, Director and Partners on ad hoc client assignments.

The Person – Skills & Qualifications

  • AAT qualified to level 4 or equivalent experience. Training will be provided.
  • Minimum of 1 year working within a practice environment.
  • Good team working and communication skills.
  • Good time management and organisation skills.
  • Excellent analytical and problem solving skills.
  • Excellent attention to detail and the ability to understand how the detail fits into the wider picture.

The Role 

Our nationally-renowned Veterinary team are now looking to recruit an Accounts Associate to join their team.  

  • Preparation of year end accounts and benchmarking reports.
  • Assisting the manager in preparing the partner/Director for the client meeting including analysis of key data / KPI’s etc. 
  • Preparation of some VAT and management accounts and analysis of key information for clients on a monthly/quarterly basis.  
  • Assisting with Due Diligence reports from an acquirer’s perspective.
  • Assisting with Due Diligence from vendors perspective. 
  • Assistance with ad-hoc assignments as maybe required to be serviced by the team.  

Key Skills and Qualifications

  • ACA/ACCA qualified or QBE with 4+ years’ experience
  • Experience of motivating a team to deliver results 
  • Excellent interpersonal skills, ability to build rapport
  • Excellent analytical and problem solving skills
  • Excellent attention to detail
  • Sound working knowledge of Microsoft Excel, Word and Sage
  • Experience of Xero and QuickBooks would be useful

The Role

Due to continued growth, our busy internal finance and admin department are looking for an experienced Accounts assistant to join the team.  

Responsibilities

  • Reconciliation of Provider commissions and month end reporting
  • Preparation of monthly/quarterly management reports
  • AD hoc reconciliations and analyses
  • VAT returns
  • Assisting with processing payroll for over 400 employees and month end reconciliations
  • Running reports using Practice Management system
  • Dealing with practice management queries, e.g. regarding time postings, credit notes etc.
  • Providing cover for other day to day accounting functions when a member of the team is out of the office, for example, processing supplier invoices, processing payment runs, bank account and other balance sheet reconciliations

The Person - Skills & Qualifications

  • Working knowledge of Sage Accounts is essential
  • Payroll experience and knowledge of sage payroll desirable but not essential as full training will be given
  • Excellent verbal & written communication skills
  • Good working knowledge of Excel (intermediate to advanced level preferred)
  • Excellent time management skills and the ability to prioritise workload
  • Accurate, methodical and a keen eye for detail
  • Ability to use own initiative when necessary
  • High degrees of flexibility; must be able to manage numerous tasks at the same time and yet be focused so that work is completed on a timely basis and to deadlines

Responsibilities

  • 1st & 2nd Line technical support (phone, email and in person)
  • Management of incidents ensuring they hit SLA where possible
  • Building of user equipment (Laptops)
  • Documentation; procedures, configurations, training.
  • Maintaining an orderly and tidy working environment for all areas under the control of the IT Department.
  • Ownership of 1st & 2nd Line Support processes, for example Starter, Leaver and transfer.
  • Maintenance of end user and meeting room equipment builds and processes.

Tasks

  • Logging, diagnosis and resolution of IT support issues
  • Escalation of incidents to the most appropriate 2nd/3rd line analyst or Third Party where situation or SLA dictate
  • Regular review of open & held incidents.
  • Building of PC’s laptops, thin clients and smartphone handsets to department standards.
  • Hosting inductions for new employees
  • Assist in employee moves and meeting room setups, where appropriate
  • Equipment fault finding/troubleshooting, testing, repair or dispatch for repair.
  • Maintenance of Inventory records
  • Adherence to procedures & policies with regards to licensing of software.
  • Regular/scheduled support site visits

The Person – Skills and Experience Required

  • Good knowledge of Windows 10 (Configuration & Support)
  • Good knowledge of Microsoft Office 365 (including Outlook)
  • Good knowledge of Google Chrome + other browsers
  • Possess strong written and verbal communication skills
  • Confident supporting all levels of the business.
  • Experience in writing technical and procedural documentation
  • Active Directory user management
  • 2+ years’ experience in configuring & setting up PC’s and laptops
  • Experience in automation produces, for example PC builds
  • General understanding of LAN, WAN, DHCP, DNS
  • Full UK Driving License and access to a car

Desirable Experience

  • Microsoft Windows Server 2012 R2 or above
  • Azure AD support
  • Citrix Virtual Apps and Desktops support.
  • Ivanti Workspace Control and Automation Manager
  • Accountancy application support

Whilst this is an analytical role the person will also require strong administrative skills and the ability to juggle a number of tasks at the same time. They must possess a calm disposition with the ability to handle high volumes of work within a sometimes fast paced environment. Alongside these capabilities the person must also have excellent interpersonal skills and a can-do attitude with experience of dealing with people at all levels. There will also be some out of hours work, both evenings and weekends together with travel to the other offices.

This role offers potential career progression within the team, based on capability and opportunity. Internal and external technical and personal development training will be available to assist your progression.

You will be joining a friendly team making for an enjoyable place to work and grow.

Apply now

Responsibilities

  • Assisting the Audit team with the preparation of statutory financial statements for a wide range of companies and groups, including liaising with clients on information required 
  • Assistance with maintaining the standard formats for financial statements preparation.
  • Providing a high calibre of statutory financial statements using accounts production software.
  • Checking the accuracy of disclosures in the statutory financial statements. 
  • Working with other departments to provide iXBRL tagging of those statutory financial statements for submission to HMRC and for submission to Companies House.

The Person – Skills & Qualifications

  • Previous experience within an accountancy practice essential.
  • AAT qualification or qualification by experience required, would consider part-qualified.
  • Working knowledge of statutory financial statements and their layout etc. 
  • Ability to demonstrate high levels of accuracy and attention to detail.
  • Able to use initiative with strong organisational skills.
  • Good communicator and ability to work closely with colleagues and other departments.
  • High level of computer literacy – experience of Digita Accounts Production Advanced preferred (full training will be provided). 

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The Role

To provide Secretarial and PA support to the Partners and their teams.

Responsibilities

  • Diary management, arranging meetings and travel and forward planning to ensure diary is managed effectively.  
  • Regular liaison with the fee-earning team regarding clients, meetings, billing etc.
  • First point of contact for all incoming queries both internally and externally.
  • Producing Word and PowerPoint reports and presentations.
  • New client procedures.
  • Audio and copy typing.
  • Maintenance of relevant databases.
  • Planning and organisation of team events.
  • Dealing with daily correspondence and administration.
  • Provide holiday cover for secretarial team.

The Person - Skills & Qualifications

  • Proven secretarial experience preferably from a professional services background.
  • Proven typing skills (60 wpm).
  • Audio typing skills an advantage.
  • Excellent working knowledge of Microsoft Office applications, including Word, PowerPoint and Excel.
  • Excellent organisational and time management skills.
  • Flexible with a can do attitude and lots of initiative.
  • Confident with the ability to stay calm under pressure.
  • Excellent written English with strong grammatical and spelling skills.
  • Ability to demonstrate high levels of accuracy and attention to detail.
  • Good geographical knowledge.
  • Experience of Document Management Systems an advantage but not essential.

The Role

You will work as part of the support function to the Financial Planning Department based in Staverton. The role offers long term career opportunities in Financial Services with a company which nurtures it's employees careers aspirations.

The Responsibilities

  • Contacting insurance companies as required to obtain illustrations or producing illustrations online.
  • Corresponding with clients regarding withdrawals, review letters, lapsed policies etc.
  • Processing surrenders, assignments, withdrawals and Power of Attorney requests.
  • Filing using Hazlewoods document management system, photocopying and any other ad-hoc projects.
  • Secure and deliver information from the initial data gathering request so that it can progress through to completion
  • Liaise with product providers and insurance companies to obtain policy and plan information in a timely manner.
  • Assist Financial Planners with portfolio reviews via analysis, compilation and completion of-in house client reports/meeting packs.
  • Prepare client Annual Review letters/packs.

The Person – Skills & Qualifications

  • A minimum of 6 months working in a professional services environment, ideally financial services.
  • An enthusiastic and positive attitude and ability to use own initiative.
  • Strong organisation skills with the ability to manage your own workloads effectively.
  • Accurate, methodical and a keen eye for detail.
  • Working knowledge of the Microsoft Office Suite.
  • Personal Effectiveness (i.e. influence, managing change, resilience, initiative, adaptability, energy, integrity, analysing and solving problems, team work, communication – written and oral).

Apply now

Purpose of role

The successful candidate will work as part of the Financial Planning department, which offers investment and pensions advice, supporting existing Paraplanners, three Partners and a Financial Planning Manager with technical input and assistance.

The Responsibilities

  • Preparing recommendations and writing financial planning reports for a broad range of financial planning topics, whether it be investment and tax planning, pre and post retirement planning or trustee investment.
  • Provide annual/half-yearly portfolio reviews for all active clients.
  • This will include reviewing a portfolios asset mix based on a client’s attitude to risk and objectives, reviewing under performing funds and making changes where needed.
  • Assist the rest of the team in continuous and effective development of the department and the firm.
  • Liaising directly with clients, some of which are Ultra High Net Worth.
  • Assist and contribute to any structural changes in the department which maybe needed and help to continue to drive any future change where needed.
  • Liaising with product providers/professional connections.
  • A working knowledge of research/planning tools such as Micap, Selectapension, Analytics, Voyant and the Exchange would be advantageous.
  • Working alongside the administration team, providing support and help when needed and the prepare any new business for submission.
  • Drafting research documents and presentations to promote the firm and explain complex technical issues in a simple manner.
  • Ensuring administrative and compliance processes are followed to required timescales.
  • Complete ad-hoc projects, as and when required by the team and take part in the investment review committee.

The Person – Skills & Qualifications

  • The candidate should be an experienced Paraplanner. 
  • Candidates will ideally be Level 6 (Chartered Financial Planner) qualified or hold the Diploma in Financial Planning and be progressing well towards Chartered Status. 
  • Accuracy, a methodical approach and a keen eye for detail are all essential.  These skills are critical to the role and cannot be stressed enough.
  • Compliance knowledge is essential.
  • An enthusiastic and positive attitude and ability to use own initiative.  
  • A willingness to take on extra responsibility and tasks where appropriate/available.
  • High degree of flexibility – must be able to manage numerous tasks at the same time and yet be focused so projects are completed on a timely basis and to deadline.
  • Working knowledge of the Microsoft Office Suite.
  • Good Typing Skills essential.
  • Personal Effectiveness (i.e. influence, managing change, resilience, initiative, adaptability, energy, integrity, analysing and solving problems, team work, communication – written and oral).
  • As part of a small team, a ‘team approach’ is essential.  Every member of the team has an important role to play in the effectiveness of the business and an appreciation of this is essential.

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