Private Client Services Associate Director/Director

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

Job summary

A leading accountancy firm in Birmingham is seeking an experienced advisor to manage the tax affairs of high-net-worth clients. The ideal candidate will possess in-depth taxation knowledge and a portfolio management background, allowing them to build strong client relationships. Responsibilities include advising on complex tax matters and mentoring colleagues. This role offers substantial career growth opportunities and values a collaborative culture. The firm is committed to supporting professional development and creating an inclusive working environment.

Benefits

Agile working opportunities

Career development support

Collaborative work environment

Qualifications

• In-depth knowledge of taxation with experience advising high-net-worth individuals.
• Experience managing a client portfolio and billing.
• Ability to provide compliance and advisory services.

Responsibilities

• Build relationships with clients and oversee their tax affairs.
• Advise on tax matters including succession planning.
• Challenging current practices to drive improvements.

Skills

Knowledge of taxation

Portfolio management

Client relationship building

Advisory services

Team leadership

Education

Degree level education with CTA and/or ACA qualification

Job description

Overview

Ideas | People | Trust

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

We work with the companies that are Britain’s economic engine – ambitious, entrepreneurially-spirited and high‑growth businesses that fuel the economy - and directly advise the owners and management teams that lead them.

We’ll broaden your horizons

Our rapidly growing Private Client Team manage the tax affairs of private equity funds, unincorporated businesses, trusts, individuals and their wider families including working with many successful entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team involves building strong relationships with clients so you become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business.

We’ve established a strong global network that is recognised as a leader especially in looking after high net worth individuals, entrepreneurs and owner-managed businesses. You’ll need excellent people skills and strong technical ability as you meet clients across the UK. In return, you’ll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients.

Responsibilities

• Has an in depth, up to date knowledge of taxation with experience of advising high net worth individuals, their families and wealth protection structures.
• Has experience of managing a portfolio of clients including control of client take-on and engagement, billings and identification of new opportunities.
• Is able to provide private client and trust compliance and advisory services to a wide range of clients using resource from a shared service team.
• Has experience in being out in the market interacting with lawyers, financial advisers and other intermediaries to build relationships and introduce new work.
• Has an understanding of potential risks to the firm arising from various aspects of client engagement.
• Can guide and supervise less experienced colleagues.
• Can support, train, mentor and advise others.
• Will challenge current practice – driving improvements and championing change.
• Takes personal responsibility for own decisions and actions and those of others.
• Leads projects of varying scale and complexity.
• Is educated to degree level and is CTA and / or ACA qualified or equivalent.
• As part of your role you will be involved in looking after a portfolio of high-net-worth clients with complex needs and considering and anticipating their needs, working closely with the directors and partners delivering a client-centric service.
• Your role will include control of WIP, recoveries and billing.
• Advising on a range of tax matters, including succession planning and restructuring projects, as well as review of complex UK tax computations and returns.
• Developing and maintaining relationships with clients as appropriate to ensure the firm has the confidence of the client.
• Identify risk and technical matters, as well as business development opportunities to the Partner, whilst exercising judgement within agreed parameters.
• Ensure that the firm’s quality control procedures are adhered to.

Qualifications

• Is educated to degree level and is CTA and / or ACA qualified or equivalent.

Benefits & Culture

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.