Private Client Services US/UK Tax Director

BDO UK LLP; London; On-site; GBP 80,000 - 120,000; Full time

Job summary

A leading accountancy firm seeks a Private Client Services US/UK Tax Director to manage client relationships and provide expert advisory on US and UK tax compliance. The role involves collaboration with various professionals and training junior team members. Candidates should have extensive experience with UHNW families and hold relevant qualifications. Flexible working arrangements and career development opportunities are offered.

Benefits

Flexible Working Arrangements

Career Development Resources

Mentoring and Coaching

Qualifications

• Extensive US and UK private client experience with UHNW families.
• Proven ability to deliver written advisory reports.

Responsibilities

• Leading client relationships with proactive advisory.
• Delivering detailed US/UK written advisory memos.
• Filing complex UK and US tax returns.

Skills

Interpersonal Skills

Technical Expertise

Advisory Skills

Education

US Enrolled Agent (EA)

ATT Qualifications

Job description

Private Client Services US/UK Tax Director

Join to apply for the Private Client Services US/UK Tax Director role at BDO UK LLP

Private Client Services US/UK Tax Director

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Join to apply for the Private Client Services US/UK Tax Director role at BDO UK LLP

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

The BDO US-led private client practice focuses on the key US market, addressing the complexities of US tax compliance for US persons worldwide. We serve entrepreneurs and families with foreign structures, trusts, pensions, and investments, offering a unique advisory service that combines US expertise with UK and other international requirements.

We’ll help you succeed

Our growing Private Client Team manages funds, businesses, and trusts for individuals, families, and entrepreneurs. Working here means building strong relationships and becoming a trusted advisor, overseeing clients’ tax affairs aligned with their personal and business goals.

We have a global network recognized for supporting UHNW individuals and owner-managed businesses. You’ll need excellent interpersonal skills and strong technical expertise to serve clients worldwide. In return, you’ll gain access to partners and opportunities across a diverse global client portfolio.

Responsibilities:

1. Leading client relationships with proactive advisory and an adaptable approach
2. Delivering detailed US/UK written advisory memos on topics such as residency planning, succession, trusts, and pensions
3. Utilizing UK/US treaties effectively
4. Planning solutions for complex foreign tax credits
5. Winning new work and building a reputation in the marketplace
6. Collaborating with lawyers, wealth advisors, and other professionals supporting UHNW clients with US tax issues
7. Filing complex UK and US tax returns, including Forms 1040, 1040NR, 3520, 5471, 8858, 8865
8. Presenting on US PCS tax topics internally and externally
9. Building collaborative relationships across teams
10. Training and developing junior team members in US advisory skills
11. Supporting continuous improvement in team efficiencies and strategic offerings
12. Developing the US/UK Private Client practice
13. Finding practical solutions and persevering through challenging work

Requirements:

• US Enrolled Agent (EA) and ATT qualifications minimum
• Extensive US and UK private client experience with UHNW families
• Proven ability to deliver written advisory reports
• Experience managing complex projects involving US and foreign tax matters
• Passion for impactful work within a dynamic team
• Authenticity and recognition of individual contributions
• Adherence to agile working practices
• Advisory experience in HNW teams preferred

At BDO, we value your individuality and contributions, offering flexible working arrangements and career development resources.

We’re in it together

Mutual support and respect define our culture. We offer mentoring, coaching, and state-of-the-art collaboration spaces to foster learning and teamwork.

We’re looking forward to the future

We support entrepreneurial success and invest in our people. Our global reach, integrity, and expertise help us shape a better future together.