Menzies LLP

IT Support

• Manage a diverse portfolio of clients, overseeing the preparation of financial statements under FRS102 and IFRS.
• Lead audits with minimal supervision, ensuring deadlines are met.
• Actively contribute to client meetings.
• Responsible for financial management, including WIP, billing, and debt control.
• Develop and mentor upcoming audit talent.
• Play a key role in business development by maintaining client relationships and fostering new opportunities.

Audit Manager

• Managing a portfolio of corporate tax compliance work, including responsibility for WIP management and billing.
• Advising and assisting OMB’s in respect of their business and tax requirements for example succession planning, remuneration planning, timing of capital expenditure
• Advising and supporting entrepreneurial businesses throughout their lifecycle including on protecting and leveraging IP and associated restructurings, determining the right business structure, incentivising staff, growing internationally and building and protecting value for the shareholders.
• Advise on the tax elements of equity incentivisation, such as the EMI option scheme
• Proactively involved in networking, proposals and growing the corporate tax portfolio in Gatwick.
• Identifying opportunities for tax planning, risk mitigation and cross-selling between service lines to ensure clients receive a proactive and effective service
• Training and mentoring junior colleagues within the Business Tax Team
• Ensuring the Firm’s technical, ethical, risk and compliance procedures are adhered to in all cases.

Business Tax Senior Manager

Administration

• Provide comprehensive administrative support to the Outsourcing, Accounts, and HR Services teams.
• Ensure smooth day-to-day office and reception operations.
• Support a range of business processes and contribute to a welcoming and professional environment for clients and colleagues.
• Client correspondence including telephone and video calls, letters and emails.
• Monthly billing procedures including drafting bills.
• Assisting with the preparation of proposals.
• Upkeep of HubSpot for management of prospects and client pipeline.
• Support for office marketing and business development.
• Running monthly and ad-hoc reports, e.g. for service line performance, including analysing the data.
• Processing anti-money laundering, client onboarding and engagement/disengagement tasks.
• Working with various teams and assisting with organising events/workshops.
• Support for Partners, Directors, and Managers, with a variety of ad-hoc tasks, supporting internal projects, marketing initiatives and operational improvements including use of software such as Excel, Word, PowerPoint, Templafy and DocuSign.
• Assistance with the expenses management and software disbursements.
• Taking and directing calls or referring inquiries.
• Provide occasional front of house cover including welcoming clients and guests.

Business Services Administrator

Director

• Support the Transfer Pricing partner to lead the delivery of complex transfer pricing projects, including:
• Design and implementation of transfer pricing framework and policies
• Business restructurings and value chain analyses
• Dispute resolution, such as Voluntary Disclosure, MAP, APA, PDCF, etc.
• HMRC enquiry defence
• Review and sign off on Transfer Pricing documentation and reports
• Support audit and tax compliance teams by reviewing and signing off from TP perspective
• Identify and pursue new business opportunities across existing and prospective clients
• Develop and maintain strong client relationships at senior levels
• Collaborate with other service lines to deliver integrated solutions
• Contribute to proposals, tenders, and marketing initiatives
• Support the Transfer Pricing Partner in leading and mentoring a team of transfer pricing professionals
• Support the Transfer Pricing partner in resource planning, performance management, and training
• Foster a collaborative and high-performance team culture
• Contribute to the strategic direction of the Transfer Pricing service line
• Monitor market trends and regulatory developments to identify opportunities
• Enhance internal processes, methodologies, and quality standards

Transfer Pricing Director

Financial Planning and Analysis

• Provide high-quality, independent financial advice across pensions, investments, protection, and estate planning
• Build and maintain strong client relationships, delivering tailored financial plans and regular reviews
• Clearly explain complex financial concepts and present compelling Financial Plans and client propositions
• Achieve agreed new business and income targets, identifying opportunities within new and existing clients
• Support business development initiatives and collaborate with Menzies LLP colleagues
• Ensure full compliance with FCA regulations, internal policies, and CPD requirements
• Maintain accurate client records and high professional standards
• Work closely with paraplanners, administrators, and internal teams to deliver exceptional client service

Financial Planner

• Delivery of high quality, professional and caring service to our clients both external and internal.
• Processing of new and existing group risk and auto enrolment business including the production of suitability reports and other various reporting required throughout the life cycle of the client.
• Scheme maintenance including aspects such as contribution uploads, renewals, joiners, leavers, etc.
• Assist with monthly invoicing and fee reconciliation.
• Assisting with general office duties such as scanning, post, telephone calls, and meeting preparation.
• Ensuring client information is fully documented, meets all relevant regulatory and company standards, and is continuously maintained.
• Being responsible and accountable for various MI reporting specific to your team.
• Competent use of IT software with an ability to quickly become a super-user, such that you can identify data integrity issues and the process to rectify these.
• Develop good working relationships with product providers, MWM team members and other Menzies LLP staff.

Employee Benefits Administrator

• Preparing complex personal tax returns.
• Managing a portfolio of personal tax clients, ensuring key deadlines are met.
• Assist junior team members with training and queries.
• Reviewing simple tax returns prepared by junior team members.
• Identify and support advisory opportunities.
• Manage client relationships.
• Assist with wider compliance obligations of the tax team. This may expand to include CGT returns & calculations, IHT returns, trust regulations, etc.
• Any other ad-hoc duties that may be required, including assisting with advisory work in a range of areas, e.g., residency/ domicile issues / property issues/ IHT, trusts & estates.

Private Client Tax Manager

• **Here’s what you’ll be doing:****This is an opportunity for a manager to support the next phase of growth for this team to: **✅ Support and manage IT audit client portfolios in conjunction with Risk Assurance and Audit;**✅ Support and manage junior team members and with it enable them to grow and progress within the team;**✅ Support the team in the delivery of specific IT Advisory assignments with clients;**✅ Bring experience across sectors including Public Sector, FS and Corporates;**✅ Where relevant, support the growth efforts of Risk Assurance and Audit as well as own team**✅ Leading client engagements from start to finish**✅ Supporting proposals, tenders, and new business opportunities**✅ Enhancing team processes and contributing to internal initiatives**✅ Helping shape the future of our Technology Risk offering

IT Audit Manager

• Support and manage IT audit client portfolios in conjunction with Risk Assurance and Audit.
• Support and manage junior team members and enable them to grow and progress within the team.
• Support the team in the delivery of specific IT Advisory assignments with clients.
• Bring experience across sectors including Public Sector, FS and Corporates.
• Leading client engagements from start to finish.
• Supporting proposals, tenders, and new business opportunities.
• Enhancing team processes and contributing to internal initiatives.
• Helping shape the future of our Technology Risk offering.