Partnership Finance Officer

Company: Shakespeare Martineau
Closing date: 17/02/2024
Term: Permanent
Working hours: Full-time
Team: Finance
Location: UK-Wide
Specialism: Member Services Team
The opportunity

The Member Services (Partnership) team is a dedicated team who work with our Members in relation to all aspects of their journey through Membership. This is an excellent opportunity to work in a specialised role supporting the owners of our business. This key role will focus on all the financial aspects of the membership function.

Role Priorities


  • All aspects of member financials including capital, drawings, tax, profit share and distributions
  • Supporting the member tax return process
  • Supporting the member remuneration process
  • Working with the finance team re balance sheet reconciliations


  • Month end balance sheet recs re members tax/drawings/capital
  • Accruals & Prepayments re member benefits
  • Interest on capital calculations
  • Drawings process and analysis
  • Intercompany recharges and reconciliations
  • Member distributions
  • Month end reports – CP fees and bill allocations
  • Journals
  • PSA
  • Liaising with external providers, KPMG, Cooper Parry & various tax accountants
  • HMRC submissions re tax payments

Personal Attributes

  • highly enthusiastic, willing to go the extra mile and be happy to go beyond the job description
  • be respectful towards others and have a positive, willing and ‘can do’ attitude
  • keen to learn, interested in driving your own career progression and be proactive in taking ownership of this

Knowledge and Experience


  • a minimum of 12 months finance experience
  • strong numerical skills and accuracy with intermediate or above excel skills
  • the ability to ensure confidentiality at all times due to the sensitive nature of the work
  • the ability to cope with a high volume workload and work well under pressure and to tight deadlines
  • to be organised, with the ability to prioritise your workload
  • excellent communication skills to deal with internal clients at all levels


  • an understanding of HR, ideally gained from within a legal or professional services environment
  • experience of self-employed tax
  • a good level of MS Word skills would be beneficial

Qualification requirements:

  • AAT or ATT preferable but relevant QBE also welcome
How we work

We embrace agile working and offer a blended approach to where and how we work. We appreciate that people have different needs and preferences and we’re keen to be flexible.  After all, we value what you do, not where you do it. 

We have hubs in Birmingham, Leicester, Lincoln, London, Milton Keynes, Nottingham, Solihull, Stratford-upon-Avon and Sheffield. This role can be a blend of home and office based work with travel as required into any of our Midlands hubs. 

Want to find more about our amazing benefits?

Additional information

Please be aware, for some vacancies, where we receive high numbers of applications we may need to bring the close date forward.

Due to the nature of the work undertaken, confirmation of employment will be subject to a variety of checks which will be carried out once an offer of employment is accepted. Details of the checks can be found here.

Equal opportunities

Shakespeare Martineau is a committed equal opportunities employer. We seek to attract, develop and retain talented people from a diverse range of backgrounds and cultures. We value and respect individuality and encourage a culture within our business where people can be themselves and be valued for their strengths and experiences. Everyone who either applies to or works for the firm is treated equally, regardless of their gender, age, ethnic origin, nationality, marital status, sexual orientation or religious beliefs.