Private Client Tax Manager

BDO; London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading accountancy and business advisory firm in London is seeking a proactive individual for their Tax team. The role involves managing client portfolios, providing expert tax advice, and identifying business opportunities. The firm values personal growth and offers a supportive environment for career development.

Qualifications

• Strong technical ability in trust, estate, IHT and succession planning.
• Demonstrable experience managing a substantial client portfolio.

Responsibilities

• Act as point of contact for clients and manage a portfolio.
• Recognize business opportunities and assist partners.

Skills

Project management

Team management

Senior stakeholder management

Inquisitive nature

Education

CTA qualified

STEP qualified

Job description

Ideas | People | Trust

We’re BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today’s changing world.

We’ll broaden your horizons

Working hard and working together, our Tax team thrives on keeping busy. Friendly, driven and diverse, they service our clients across the country and around the world. By providing expertise in many different specialist areas of tax, they collaborate across BDO to deliver wider business solutions. From meeting clients’ evolving business needs to managing changes to legislation, there are always fresh challenges to face in the Tax team. If you’re after a career that will keep you on your toes, we’ll give you the autonomy to drive your career forward.

We’ll help you succeed

Our rapidly growing Private Client Services team offers a plethora of carefully tailored services to an equally varied range of clients – from UK and offshore Trusts, Charities and Estates, to entrepreneurs, entertainers and more. Our expertise helps to manage their global tax proactively and seamlessly.

Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business.
The primary responsibility will be to act as a point of contact within the firm for the client together with the partner and senior staff. You will deal with all matters relating to the management of a portfolio of existing clients including billings and cash collection within the firm’s criteria but with a significant element of ad hoc consultancy work.

Key to the role is for the individual to be able to pro-actively manage their own workload, provide overall support to Partners on client matters and assist Partners in the management of the group. Furthermore, the individual will be expected to recognise business and sales opportunities and progress these forward with senior staff and Partners.

When you join us, we’ll make your growth our priority. If you can demonstrate the following skills, we can help you go far. We’re looking for someone with:

• Strong understanding of the technical complexities that our clients face and be able to provide clear, concise and practical advice

• Strong technical ability in the field of private client, in trust, estate, IHT and succession planning advice to wealthy individuals and trustees

• Ability to maintain an in depth, up to date, knowledge of taxation

• Project management experience

• Team management experience.

• Demonstrable experience of successfully managing a substantial client portfolio

• An inquisitive nature, able to identify opportunities to enhance our client offering

• Senior stakeholder management experience.

• CTA and/or STEP qualified or equivalent

You’ll be able to be yourself; we’ll recognise and value you for who you are and celebrate and reward your contributions to the business. We’re committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand.

At BDO, we’ll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development.

We’re in it together

Mutual support and respect is one of BDO’s core values and we’re proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we’ll support you at every stage in your career, whatever your personal and professional needs.

Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you’ll always have access to the people and resources you need to do your best work.

We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we’ve invested in state-of-the-art collaboration spaces in our offices. BDO’s people represent a wealth of knowledge and expertise, and we’ll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you’ll never stop learning at BDO.

We’re looking forward to the future

At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we’re always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions

We’ve got a clear purpose, and we’re confident in our future, because we’re adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.