Private Client Tax Manager

Bdo; City of Westminster; On-site; GBP 50,000 - 70,000; Full time

Job summary

A professional services firm in the UK is looking for a Tax Consultant to join their team. You will manage client portfolios, providing expert advice on private client matters including trusts and estates. The role requires strong project management skills and the ability to work collaboratively with senior staff. Candidates must hold a CTA and/or STEP qualification. The firm offers a dynamic environment with flexible working arrangements to support personal and professional development.

Benefits

Flexible working arrangements

Support for personal and professional development

Qualifications

• Strong understanding of the technical complexities faced by clients.
• Up-to-date knowledge of taxation.
• Proven success in managing substantial client portfolios.

Responsibilities

• Act as a point of contact for clients alongside partners and senior staff.
• Manage a portfolio of existing clients, including billing and ad hoc consultancy work.
• Proactively support partners and recognize business opportunities.

Skills

Understanding of technical complexities in taxation

Expertise in private client matters

Project and team management

Success in managing substantial client portfolios

Inquisitive nature for opportunity identification

Experience managing senior stakeholders

Education

CTA and/or STEP qualification

Job description

Join Our Tax Team at BDO

Our Tax team thrives on collaboration and dedication, servicing clients across the globe with expertise in various specialist areas of tax. We offer a dynamic environment with continuous challenges, providing autonomy for career growth. Our rapidly expanding Private Client Services team caters to a diverse clientele, including UK and offshore Trusts, Charities, Estates, entrepreneurs, and entertainers, helping them manage their global tax affairs proactively and seamlessly.

The primary responsibility involves acting as a point of contact for clients alongside partners and senior staff, managing a portfolio of existing clients, including billing and ad hoc consultancy work. Proactive workload management, supporting partners, and recognizing business opportunities are key aspects of the role.

Key Requirements:

• Strong understanding of technical complexities faced by clients, with clear, practical advice
• Expertise in private client matters, including trusts, estates, IHT, and succession planning for wealthy individuals and trustees
• Up-to-date knowledge of taxation
• Project and team management experience
• Proven success in managing substantial client portfolios
• Inquisitive nature to identify opportunities for enhancing client offerings
• Experience managing senior stakeholders
• CTA and/or STEP qualification or equivalent

At BDO, we value authenticity and offer flexible working arrangements to suit your needs. We are committed to supporting your personal and professional development through various programs, mentoring, and a collaborative culture. Join us to be part of a forward-thinking firm that invests in its people and helps entrepreneurial businesses succeed, fueling the UK economy.