Private Client Services US/UK Tax Director

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

Job summary

A leading company in London is seeking a Private Client Services US/UK Tax Director to lead and develop private client advisory services for high-net-worth individuals. The role involves delivering comprehensive tax planning, mentoring junior staff, and maintaining strong client relationships in a supportive and dynamic environment.

Benefits

Flexible working arrangements

Supportive environment

Continuous learning

Career development programs

Qualifications

• Extensive experience with UHNW families and family offices.
• Ability to resolve complex US and foreign tax matters.

Responsibilities

• Lead client relationships with a proactive advisory approach.
• Deliver comprehensive US/UK tax planning and advisory services.
• Prepare and review UK and US tax returns.

Skills

Project Management

Advisory

Client Relationship Management

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

Overview

BDO UK LLP is seeking a Private Client Services US/UK Tax Director to join our dynamic team. This role offers an excellent opportunity to lead and develop our private client advisory services, focusing on US and UK tax matters for high-net-worth individuals and families.

Responsibilities

• Lead client relationships with a proactive advisory approach tailored to diverse and demanding clients.
• Deliver comprehensive US/UK tax planning and advisory services, including trusts, succession planning, and international structuring.
• Utilize UK/US treaties effectively and provide expertise on foreign tax credits and complex tax scenarios.
• Prepare and review UK and US tax returns (Forms 1040, 1040NR, 3520, 5471, etc.).
• Present on US PCS tax topics internally and externally, and collaborate with multidisciplinary teams.
• Mentor junior team members, support their development, and contribute to the growth of the US/UK Private Client practice.

Qualifications

• US Enrolled Agent (EA) and ATT qualifications are required.
• Extensive experience working with UHNW families, family offices, and delivering written advisory reports.
• Strong project management skills, with the ability to resolve complex US and foreign tax matters.
• Proven ability to generate new business and maintain a strong marketplace reputation.

What We Offer

We value authenticity and diversity, offering flexible working arrangements and a supportive environment to help you achieve your personal and professional goals. Our culture emphasizes mutual support, continuous learning, and career development through various programs and resources.

Join Us

If you are a driven tax professional with a passion for advising UHNW clients and want to develop within a fast-growing practice, we would love to hear from you.