Private Client Tax Leader – High Net Worth & Trusts

BDO; Greater London; On-site; GBP 45,000 - 65,000; Full time

Job summary

A leading accountancy firm is seeking a dedicated professional to join its Private Client Team in London. The role involves providing tax advisory services to high net worth individuals and managing diverse client portfolios. Ideal candidates will have in-depth knowledge of taxation and a CTA or ACA qualification, along with strong leadership skills to mentor others. This position offers opportunities for career development and collaboration with partners across a global network.

Benefits

Agile working environment

Career development programs

Collaboration spaces in offices

Qualifications

• In-depth knowledge of taxation with experience advising high net worth individuals.
• Ability to lead succession planning projects for multi-generational families.
• Experience in managing a complex portfolio of clients.

Responsibilities

• Advise on trusts and estates issues, working with trustees.
• Lead projects while supervising and mentoring less experienced colleagues.
• Identify opportunities for enhancing service delivery with clients.

Skills

Knowledge of taxation

Project leadership

Client portfolio management

Risk assessment

Mentoring and training

Problem-solving

Education

CTA or ACA qualified

Job description

A leading accountancy firm is seeking a dedicated professional to join its Private Client Team in London. The role involves providing tax advisory services to high net worth individuals and managing diverse client portfolios. Ideal candidates will have in-depth knowledge of taxation and a CTA or ACA qualification, along with strong leadership skills to mentor others. This position offers opportunities for career development and collaboration with partners across a global network.