Private Client Services Associate Director/Director

BDO UK; Nottingham; On-site; GBP 40,000 - 60,000; Full time

Job summary

A prominent accountancy firm in Nottingham seeks a skilled professional to join their Private Client Team. The role involves advising high-net-worth clients on tax matters and building lasting relationships. Candidates should have a degree, along with CTA/ACA qualifications, and a strong understanding of taxation. This position offers career development and a supportive work environment.

Benefits

Health and Wellness Programmes

Pension Plan

Private Medical

Income Protection Plan

Holidays

Bike to work scheme

Qualifications

• In-depth knowledge of taxation for high-net-worth individuals.
• Experience managing a portfolio of clients.
• Ability to provide compliance and advisory services.

Responsibilities

• Manage a portfolio of high-net-worth clients.
• Advise on tax matters including succession planning.
• Develop client relationships.

Skills

Tax knowledge

Client management

Relationship building

Supervisory skills

Project leadership

Education

Degree level education and CTA/ACA qualified

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.

What we’re looking for

We’ll help you succeed. Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships.

You’ll be someone who is both comfortable working pro-actively and managing your own tasks, as well as confident collaborating with others and communicating regularly with your peers, directors, and BDO’s partners to help clients effectively. You’ll be encouraged and supported to identify and develop new business opportunities, both with existing clients and prospects, contributing to the growth of the team and enhancing delivery to our clients, for enhancing our delivery and providing additional services to our clients. We are looking for someone who:

• 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.

Responsibilities you will have

• 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.

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.

Rewards & Benefits

We offer a wide range of core and voluntary benefits, with a few examples below.

Health and Wellness Programmes

We promote a positive working environment where our people can thrive.

Pension Plan

A Group Personal Pension Plan, with matched employer contributions.

Private Medical

Access to private medical treatment for you and your family.

Income Protection Plan

Provides a proportion of your basic salary if you suffer a loss of earnings because of illness or injury.

Holidays

Our holiday benefit enables you to purchase up to 10 days of additional leave.

Bike to work scheme

A convenient, environmentally friendly and tax-effective way to acquire a bike for travelling to and from work.