Private Client Tax Principal

BDO UK LLP; London; On-site; GBP 60,000 - 90,000; Full time

Job summary

BDO UK LLP seeks a knowledgeable advisor for its Private Client Team, focusing on high-net-worth individuals. This position requires strong taxation expertise and experience in managing client relationships and succession planning projects. The role offers significant career growth opportunities within a supportive, agile work environment.

Qualifications

• Proven experience advising high-net-worth individuals and managing complex portfolios.
• Comfortable guiding and mentoring less experienced colleagues.
• Strong ability to lead and improve projects related to succession planning.

Responsibilities

• Advise on inheritance tax matters and wealth protection strategies.
• Manage a complex client portfolio and identify new engagement opportunities.
• Collaborate with senior managers and partners for client solutions.

Skills

Taxation knowledge

Project management

Leadership

Client engagement

Risk assessment

Education

Degree level education

CTA or ACA qualification

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 funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can 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 entrepreneurs and owner-managed businesses. You’ll need excellent people skills and strong technical ability as you visit clients across the world. 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 proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO’s partners to help businesses effectively. You’ll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with.

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 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 strong experience and the ability to lead projects in succession planning for multi-generational families and provide support to the wider private client team as a technical expert on a wide range of inheritance tax matters.
• Experience advising in the trusts and estates specialist area and working with trustees and wealth advisory teams on the tax considerations
• Has experience of managing a complex portfolio of clients including taking control of client take-on and engagement, commercial management and identification of new opportunities.
• 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.
• Consult with colleagues and Partners on technical and risk matters. Operate at the highest level of technical excellence and knowledge.

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.