Private Client Services US/UK Tax Director

BDO UK LLP; London; On-site; GBP 50,000 - 90,000; Full time

Job summary

Join a forward-thinking accountancy and business advisory firm dedicated to helping clients navigate complex tax systems. As part of a rapidly growing Private Client Team, you will manage relationships with high-net-worth individuals, providing tailored advisory services that address both US and UK tax requirements. This role offers unparalleled opportunities for career development in a collaborative environment where your contributions are valued. If you are passionate about making an impact and thrive in a dynamic team, this is the perfect opportunity for you.

Qualifications

• Experience in managing complex US and UK tax matters.
• Strong understanding of advisory services for UHNW families.

Responsibilities

• Lead client relationships with a proactive advisory approach.
• Deliver dual US/UK advisory memos on tax planning.

Skills

US Enrolled Agent (EA)

ATT qualifications

US/UK tax planning

Client relationship management

Advisory report writing

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

The BDO US-led private client practice focuses on addressing the key US market, which has a unique tax system requiring US persons to comply regardless of tax residence. Despite global changes, the US remains a crucial market for entrepreneurs and families, with planning and support needed to handle the complexities of the US system, including foreign structures, trusts, pensions, and investments. Our services combine US expertise with UK and other third-country requirements, targeting HNW and SHNW clients in a growing market that demands truly advisory services, setting BDO apart as a team builder.

We’ll help you succeed

Our rapidly growing Private Client Team manages funds, businesses, and trusts for individuals, families, and entrepreneurs. Working in this team involves solving evolving technical challenges and building strong relationships with clients to become their trusted advisor, overseeing their tax affairs aligned with their personal or business goals.

We have a strong global network recognized for serving entrepreneurs and owner-managed businesses. You’ll need excellent interpersonal skills and strong technical abilities, with opportunities to work across diverse global clients and develop your career in multiple directions.

Responsibilities:

1. Leading client relationships with proactive advisory approaches tailored to a demanding client base.
2. Delivering in-depth US/UK written advisory memos on topics like US and UK residency tax planning, succession planning, trusts, structuring, and pensions.
3. Utilizing the UK/US treaty in detail.
4. Understanding complex foreign tax credits and planning solutions.
5. Winning new work and establishing a strong marketplace reputation.
6. Collaborating with lawyers, wealth advisers, and professionals supporting UHNW individuals with US aspects.
7. Preparing 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 on projects.
10. Supporting training and development of junior team members in US advisory skills.
11. Enhancing efficiencies and evolving the US PCS strategic offering in line with firm initiatives.
12. Developing the US/UK Private Client practice.
13. Finding practical solutions, collaborating, and persevering through challenging work.

We’re looking for someone with:

• US Enrolled Agent (EA) and ATT qualifications minimum.
• Experience working with UHNW families and family offices in US and UK private client services.
• Proven ability to deliver written advisory reports.
• Capability to lead and manage complex projects involving US and foreign matters.

Additional qualities:

• Passion to impact a small, dynamic team.
• Authenticity, recognition, and celebration of individual contributions.
• Commitment to agile working and flexible work arrangements.
• Advisory experience, likely within HNW teams.

At BDO, we support your personal and career goals with structured programs, resources, and frameworks.

We’re in it together

Mutual support and respect define our culture. From informal conversations to formal mentoring, we support your career development. Our agile framework fosters connection and idea sharing. We invest in state-of-the-art collaboration spaces and encourage network building, skill sharing, and continuous learning.

We’re looking forward to the future

We help entrepreneurial businesses succeed, fueling the UK economy. Our success depends on our people, and we continually invest in your growth. We adapt and evolve to build on our strengths, combining global reach, integrity, and expertise. We shape the future together with openness and clarity, empowering creative thinking to improve our work.