Private Capital Tax Assistant Manager Job at Grant Thornton UK LLP (Liverpool)

Trust & Tax Assistant

A well-established and supportive Private Wealth team in Manchester is looking t...

Location

United Kingdom , Manchester

Salary:

27000.00 - 42000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

Strong administrative skills and a genuine interest in private wealth, trusts, or estate work
Prior experience in a private client setting or exposure to trust/estate administration is desirable
Excellent attention to detail and ability to manage multiple tasks effectively
Strong communication, time management, and organisational skills
Proactive, self-motivated individual with the ability to take ownership of tasks
Familiarity with CCH or similar tax software is an advantage, though training will be provided

Job Responsibility

Liaising with clients, accountants, and investment managers to support trust and estate matters
Assisting with the preparation of trust accounts and returns for inheritance tax, capital gains tax, and income tax
Handling payments and capital/income distributions
Preparing documentation for trustee meetings, including drafting meeting minutes
Supporting the management of case deadlines, billing, and client updates
Assisting in the drafting and review of investment policy statements
Maintaining professional standards in all client communications

What we offer

Clear progression pathways and ongoing training in trust and tax administration
Work in a modern office based in Manchester’s Spinningfields with hybrid flexibility (up to 2 remote days per week)
Supportive environment with long-term career potential in private wealth

Fulltime

Assistant Controller

This position is a career-fast-track opportunity. Whoever fills this role is exp...

Location

United States , Chicago

Salary:

200000.00 - 210000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

7+ years work of experience in financial accounting, audit or finance function for an alternative investment manager with exposure to credit, private equity funds or hedge funds
Strong accounting and finance experience with private funds and fund structures
Exposure to credit a plus
Experience with external audit processes and procedures
Knowledge of accounting principles including US GAAP and Investment Company Accounting
Bachelor’s degree with a major in Accounting or Finance, CPA license preferred
Proficient in Microsoft Office
Strong Excel skills, and high level of proficiency in accounting software and other applications/tools
Strong organizational skills
Readily adaptable to change and a fast-paced environment

Job Responsibility

Perform initial, detailed review of the quarterly NAV close process and quarterly financial statements prepared by the fund financial analysts inclusive of complex/illiquid assets accounting and valuation, fee and expense review and performance reporting
Liaise directly with external auditors throughout the year on complex transactions and accounting conclusions through to the completion of the year-end audited financial statements
Research technical accounting issues for compliance
ensure compliance with local, state, and federal government reporting requirements and tax filings
Oversee and directly review the work of financial analysts, who perform day to day verification of portfolio transactions and accounting data, inclusive of accounting records, ledgers and reporting systems, ensuring compliance with appropriate GAAP standards and regulatory requirements
Assist in the preparation and review of capital calls, distributions and in responding to investor questions and requests for information
Work directly with fund controllers to monitor and project future fund cash flows for the treasury management process including capital calls, distributions, and fee calculations, as governed by fund agreements
Opportunity to engage with Fund Administrator, traders, brokers, and custodians to the extent any liquid assets are purchased to ensure timely settlement of trades, loans, and monitoring of pending transactions
Ensure quality control over financial transactions and financial reporting
Active mentorship/coaching of accounting/finance team members

What we offer

medical, vision, dental, life, and disability insurance
401(k) plan

Fulltime

Accounting & Finance Associate

This individual will assist the Controller in all fund and company-related accou...

Location

United States , Chicago

Salary:

100000.00 - 105000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor Degree in Accounting
CPA or CPA candidate is preferred
Accounting software
Quickbooks and Dynamo are a plus
2+ years of professional experience, preferably with both public accounting and private industry background, specifically in the private equity industry
Knowledgeable of principals of private equity partnership accounting, understanding of U.S. GAAP accounting principles is a must
Hands-on experience with full-cycle general ledger and intercompany accounting
Basic understanding or exposure to various partnership tax aspects
Excellent organizational, analytical and time-management skills, as well as an ability to motivate and communicate effectively with other members within the company
Detail oriented with the ability to continually monitor processes and procedures to optimize effectiveness of group

Job Responsibility

Monitor cash balances of multiple Funds, GPs, and the management company
Initiate wire transfers and ACH payments to vendors, investors, and employees
Assist with quarterly financial statement packages to investors
Assist in managing audit and tax engagements
Assist in drafting Capital Call Notices and Distribution Notices for multiple Funds and GPs
Review monthly bills for payment and calculate allocation of expenses
Create bills for quarterly monitoring fees and portfolio company reimbursements
Prepare monthly bank reconciliations and bank fee analysis (cash and other assets) and record journal entries for approximately 15 partnerships
Compile monthly cash transfer logs (external, internal and wire confirmations)
Create monthly restricted stock list and other compliance related items

What we offer

medical insurance
vision insurance
dental insurance
life insurance
disability insurance
PTO
career advancement opportunity

Fulltime

Accounting & Finance Associate

This individual will assist the Controller in all fund and company-related accou...

Location

United States , Chicago

Salary:

100000.00 - 105000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor Degree in Accounting
CPA or CPA candidate is preferred
Accounting software
Quickbooks and Dynamo are a plus
2+ years of professional experience, preferably with both public accounting and private industry background, specifically in the private equity industry
Knowledgeable of principals of private equity partnership accounting
understanding of U.S. GAAP accounting principles is a must
Hands-on experience with full-cycle general ledger and intercompany accounting
Basic understanding or exposure to various partnership tax aspects
Excellent organizational, analytical and time-management skills

Job Responsibility

Monitor cash balances of multiple Funds, GPs, and the management company
Initiate wire transfers and ACH payments to vendors, investors, and employees
Assist with quarterly financial statement packages to investors
Assist in managing audit and tax engagements
Assist in drafting Capital Call Notices and Distribution Notices for multiple Funds and GPs
Review monthly bills for payment and calculate allocation of expenses
Create bills for quarterly monitoring fees and portfolio company reimbursements
Prepare monthly bank reconciliations and bank fee analysis (cash and other assets) and record journal entries for approximately 15 partnerships
Compile monthly cash transfer logs (external, internal and wire confirmations)
Create monthly restricted stock list and other compliance related items

What we offer

medical
vision
dental
life
disability insurance
PTO
fast-track career advancement opportunity
401(k) plan

Fulltime

Private Client Tax Apprentice

Our Private Client Tax Apprenticeship programme is designed to help you build a ...

Location

United Kingdom , Droitwich

Salary:

Not provided

Ballards LLP

Expiration Date

Until further notice

Requirements

Strong academic results (A-levels and GCSEs or equivalent)
A positive attitude and willingness to learn
Good communication skills and attention to detail
An interest in helping people understand and manage their finances

Job Responsibility

Supporting the preparation of personal tax returns
Capital gains tax calculations
Working with HMRC
Assisting with tax planning, client queries, and advisory work

What we offer

Fully funded ATT–CTA qualification pathway
Earn while you learn in a professional environment
Hands-on experience in personal tax and client work
Early exposure to advisory and planning work
Hybrid and flexible working
25 days annual leave, plus bank holidays
Clear career development and progression opportunities
Electric car and cycle-to-work schemes
Life assurance and pension plan
Enhanced family and compassionate leave

Fulltime

Associate

An award-winning law firm based in Richmond is seeking an ambitious Associate to...

Location

United Kingdom , Richmond, Greater London

Salary:

65000.00 - 85000.00 GBP / Year

Brandon James

Expiration Date

Until further notice

Requirements

Qualified Solicitor or Chartered Legal Executive with 4-7 years of private client experience
Strong understanding of Private Wealth matters including trusts, estate planning, and probate
STEP qualification or working towards (desirable)
Excellent client care and communication skills, with a compassionate and professional approach
Interest in supporting team growth and external business development

Job Responsibility

Managing a varied caseload independently including Wills, Lasting Powers of Attorney, Estate administration, Trust creation and administration, Inheritance Tax (IHT) and Capital Gains Tax (CGT) planning
Supporting clients through sensitive transitions with empathy and professionalism
Building long-term, trusted relationships with high-net-worth individuals
Assisting in the training and development of junior solicitors and trainees
Participating in marketing and business development initiatives to promote the Private Wealth team’s profile in Richmond and the wider region

What we offer

Flexible hybrid working options
28 days’ annual leave + bank holidays
Private medical insurance, income protection & life assurance
Firmwide bonus scheme & generous pension contributions
Career advancement within a Legal 500 recognised team

Fulltime

New

Senior Fund Accountant

A highly respected investment management firm in the Bay Area is seeking a Senio...

Location

United States , Burlingame

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting, Finance, or Business
CPA or progress toward CPA is a plus
2–4+ years of experience in fund accounting or within investment management, private credit, private equity, or financial services
Strong analytical skills with exceptional attention to detail and accuracy
Excellent communication and interpersonal abilities
Ability to manage multiple deliverables and work effectively under deadlines
Proficiency in Microsoft Office and Google Workspace

Job Responsibility

Prepare financial reporting, including capital calls, distributions, capital account activity, management fees, and waterfall calculations
Support quarterly close and review deliverables from third‑party fund administrators and service providers
Assist with annual audit, tax filings, and 1099 processes
Prepare quarterly NAV calculations, annual financial statements, and partner capital statements
Produce performance reporting and related analytical materials

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Head of Finance

Our client is a venture capital firm investing in high-potential companies acros...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

6–10+ years of experience in venture capital, private equity, fund administration, or a senior finance/operations role within an investment firm
Demonstrated ability to run finance and operations independently, with strong judgment and accountability
Tax experience strongly preferred
CPA strongly preferred
Startup-oriented mindset: adaptable, resourceful, and willing to take on a wide range of responsibilities
Detail-oriented, intellectually curious, and a thoughtful problem solver

Job Responsibility

Own fund administration from end to end, including quarterly closes, audits, tax compliance, and fair value/ASC 820 processes
Lead financial operations for both the funds and management company, including budgeting, forecasting, and internal reporting
Build and maintain systems for deal tracking, legal documentation, portfolio monitoring, and performance analytics
Prepare financial and operational materials for LP communications, advisory boards, leadership, and internal reviews
Coordinate with external fund administrators, accounting firms, and service providers to ensure accuracy, timeliness, and strong controls
Manage treasury functions such as cash management, capital calls, distributions, and carried interest calculations
Support quarterly and annual financial statements, audit deliverables, and tax filings
Assist with compliance, fundraising, and investor relations efforts, including regulatory filings, data rooms, diligence requests, and LP reporting

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Private Capital Tax Assistant Manager

Grant Thornton UK LLP

Location:
United Kingdom , Liverpool ▼
Manchester

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
February 08, 2026

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