Private Client Services Assistant Manager/Manager

Bdo; Liverpool; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading accountancy and business advisory firm seeks a Private Client Services Assistant Manager/Manager in Liverpool. You will provide personal tax compliance and advisory services while managing junior colleagues and engaging with senior stakeholders. The ideal candidate has a solid understanding of tax compliance, experience in client management, and a degree qualification. Agile working is offered, supporting career development opportunities.

Benefits

Agile working

Career development through mentoring

Networking opportunities

Qualifications

• Good understanding of personal tax compliance and experience in providing tax advisory and compliance services.
• Ability to prepare proposals for new work, including research on target client companies and technical issues.
• Experience managing and developing junior colleagues.
• Experience engaging with senior stakeholders.
• Experience dealing with client senior management.

Responsibilities

• Build and maintain trusted advisor relationships.
• Provide personal tax compliance and advisory services.
• Prepare proposals for new work and research target client companies.
• Manage and develop junior colleagues.
• Engage with senior stakeholders and client senior management.

Skills

Personal tax compliance

Tax advisory services

Proposal preparation

Stakeholder engagement

Team management

Education

Degree qualification, ideally with CTA and/or ATT

Job description

Private Client Services Assistant Manager/Manager

BDO UK

Liverpool, United Kingdom – Permanent – Full time – Competitive

Ideas | People | Trust

BDO is an accountancy and business advisory firm that supports entrepreneurial organisations. The Private Client Team manages funds, businesses and trusts for individuals, families and entrepreneurs and works to build strong client relationships worldwide.

In this role you will:

• Build and maintain trusted advisor relationships with individuals, families, and entrepreneurs.
• Provide personal tax compliance and advisory services to clients.
• Prepare proposals for new work and research target client companies and technical solutions.
• Manage and develop junior colleagues.
• Engage with senior stakeholders and client senior management.

You’ll be someone with:

• A good understanding of personal tax compliance and experience in providing tax advisory and compliance services.
• Ability to prepare proposals for new work, including research on target client companies and technical issues.
• Experience managing and developing junior colleagues.
• Experience engaging with senior stakeholders.
• Experience dealing with client senior management and key stakeholders.
• Degree qualification, ideally with CTA and/or ATT, or working towards a tax or accounting qualification.

We offer agile working and support career development through mentoring, coaching, and learning events. All BDO employees have access to networking opportunities, resources and support to achieve their personal and professional goals.