Private Client Services Tax Associate

BDO UK; Southampton; On-site; GBP 35,000 - 50,000; Full time

Job summary

BDO UK is seeking a Private Client Services Tax Associate in Southampton to provide UK tax compliance and advisory services. This role involves managing client portfolios, ensuring high-quality service, and requires strong interpersonal skills. The successful candidate will support business development and leverage strong technical abilities in private client tax.

Benefits

Agile working opportunities

Career development programs

Access to mentors and coaches

Qualifications

• Demonstrable post-qualified experience in tax advisory.
• Ability to manage client portfolios and respond to needs promptly.
• Experience in business development and proposals.

Responsibilities

• Manage a portfolio of clients focusing on advisory and tax compliance work.
• Act as key contact for clients, ensuring service delivery.
• Assist in the management of the team and support junior staff.

Skills

Strong technical ability in private client tax

Excellent people skills

Pro-active project management

Education

Educated to degree level

Working towards CTA / ACA qualified or equivalent

Job description

BDO UK Southampton, England, United Kingdom

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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.

Job Description

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

Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. 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.

We’ve established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You’ll need excellent people skills and strong technical ability as you visit clients across the world. 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.

We’ll help you succeed

Our clients 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 clients and building long-lasting relationships.

You’ll be someone who can work pro-actively, managing your own tasks, but you’ll also be confident collaborating with others, communicating regularly with senior managers, Directors, and BDO’s Partners to enable us to serve our clients effectively. You’ll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to our clients.

Role Overview

This role within the Private Client Services team will provide full UK tax compliance and advisory services to a wide range of regional, London and internationally based clients. An Assistant Manager is required to lead/support the continued expansion of the Private Client Services team generally with a focus on advisory work for HNWIs and families, entrepreneurs, OMBs, private equity, trusts, with a varied asset base.

The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients – this portfolio will be split between advisory and tax compliance initially, but with a move to more advisory work in the longer term. You will also provide assistance to Partners/Directors and the wider manager team in both client work and in the management of the team and will be involved in special assignments on an ad hoc basis. Part of the role requires the individual to actively seek and be involved in business development and proposals working with Partner/Director and the manager team on opportunities arising from existing and new clients.

There will also be opportunities to work with other BDO tax specialists nationally and internationally.

Responsibilities

To act as a key point of contact within the firm for the client, together with the Partner. This will involve responding quickly to, as well as anticipating, client requests/needs, keeping clients informed of progress in relation to all aspects of the service provided, and maintaining regular contact with clients;

• There will be an expectation that you will take full responsibility for project delivery on their portfolio
• Have a strong understanding of the technical complexities that our clients face and be able to provide clear, concise and practical advice
• Manage a varied portfolio of clients commercially including control of billings and cash collection within the firms criteria
• Review of work prepared by more junior members of staff
• Liaise with HMRC
• To ensure assignments are completed within agreed budgets and keep client/Partner/Director/Manager informed of overruns and plan staff assignments in order to give an appropriate spread of experience
• Ensure that the firm’s quality control procedures are adhered to at all times
• Identify risk and technical matters, as well as selling opportunities, to the Partner/Director/Manager group, whilst exercising judgement within agreed parameters.
  
  

Management:

• Must provide overall support to Partners/Directors and Managers on client matters and assist in the management of the group, this will include support at times for the recruitment and management of staff
• Will assist the management team within the business group, to provide support to the rest of the Tax team
• Actively participate team meetings.
• Training must be provided to more junior staff both on the job and through monitoring exam and on the job performance, whilst consistently providing feedback
• Counsel, appraise, develop and motivate staff as appropriate
  
  

Sales and Marketing:

• Must be able to recognise business development opportunities and inform and work with the Partners/Directors/Managers and the client to develop these when they arise
• Participate in bids/proposals for new work and business development with intermediaries
  
  

Communication and representation:

• Develop contact with clients at senior level and maintain contact with other levels as appropriate to ensure the firm has the confidence of the client
• Act as a liaison between the client and other specialist service groups within BDO
• Contribute presenting on internal courses and meetings
• To work on own initiative
• Consult with colleagues and Partners/Directors/Managers on technical and risk matters.
  
  

Requirements

• Educated to degree level, and/or working towards CTA / ACA qualified or equivalent.
• Demonstrable post qualified experience.
• Strong technical ability in the field of private client.
• Guide and supervise less experienced colleagues.
• Support, train, mentor and advise others in own area.
• Challenge current practice – driving improvements and championing change.
• Take personal responsibility for own decisions and actions and those of others.
  
  

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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Accounting

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