Private Client Tax Associate Director

BDO; Birmingham; On-site; GBP 50,000 - 80,000; Full time

Job summary

A leading accountancy firm is seeking a qualified tax advisor to manage high-net-worth client portfolios in Birmingham. The role requires strong knowledge of taxation, client management skills, and an ability to provide tailored advice that meets client needs. You'll operate within a supportive culture, fostering collaboration and professional growth, while providing exceptional service to clients.

Benefits

Agile working options

Career development programs

Networking opportunities

Qualifications

• In-depth knowledge of taxation and experience with high-net-worth individuals.
• Experience managing client portfolios and ensuring compliance with tax regulations.
• Ability to guide and mentor less experienced colleagues.

Responsibilities

• Manage a portfolio of high-net-worth clients with complex taxation needs.
• Advise clients on tax matters and develop compliance strategies.
• Maintain client relationships and identify business development opportunities.

Skills

Knowledge of taxation

Client management

Relationship building

Education

Degree level education

CTA and/or ACA qualified

Job description

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.

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 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.

As part of your role you will be involved in:

• 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.