Private Client Tax Director: Inheritance & Trust Expert

BDO UK LLP; City of Westminster; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading accountancy and advisory firm in the UK seeks experienced Trust specialists to manage tax planning and compliance for UK and offshore trusts. You will lead projects, advise clients, and work within a diverse team to provide top-notch advisory services. The ideal candidate will have proven technical expertise, leadership experience, and a deep understanding of tax-related matters. This role offers significant career advancement opportunities in a collaborative and agile working environment. Join us to partner with ambitious businesses and contribute to their success.

Benefits

Agile working options

Career development resources

Collaborative workspaces

Qualifications

• Ability to deal with complex tax issues within a practice environment.
• Experience reviewing Trust accounts and associated tax aspects.
• Can guide less experienced colleagues.

Responsibilities

• Lead projects in succession planning for multi-generational families.
• Consult with colleagues and Partners on technical matters.
• Support wider private client team as a technical expert.

Skills

Proven specialist technical private client experience

Strong experience in leading projects

In-depth knowledge of taxation

Experience advising in trusts and estates

Experience with client senior management

Education

Degree level education

CTA and/or STEP qualified

Job description

A leading accountancy and advisory firm in the UK seeks experienced Trust specialists to manage tax planning and compliance for UK and offshore trusts. You will lead projects, advise clients, and work within a diverse team to provide top-notch advisory services. The ideal candidate will have proven technical expertise, leadership experience, and a deep understanding of tax-related matters. This role offers significant career advancement opportunities in a collaborative and agile working environment. Join us to partner with ambitious businesses and contribute to their success.