Tax Associate Director – Inheritance & Trust Specialist

BDO UK; Greater London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading accountancy firm is seeking a Private Client Tax Advisor in Greater London. You will manage complex tax affairs for individuals and businesses, lead projects in succession planning, and provide technical tax advice. The ideal candidate has proven experience in private client tax issues, is qualified at degree level with CTA or STEP, and possesses excellent interpersonal skills. The firm offers a supportive environment for professional development and encourages you to be your authentic self while contributing to a vibrant team culture.

Benefits

Health and Wellness Programmes

Pension Plan

Private Medical

Income Protection Plan

Holidays

Bike to work scheme

Qualifications

• Proven experience in managing complex tax issues.
• Ability to support senior members and lead projects effectively.
• Up-to-date knowledge of inheritance tax and Trust matters.
• Experience in reviewing Trust accounts.
• Experience advising on trusts and estates.

Responsibilities

• Manage and advise on tax affairs for clients.
• Lead consultancy projects for family succession planning.
• Work closely with client senior management.
• Consult on technical and risk matters with colleagues.
• Identify and develop new business opportunities.

Skills

Technical private client experience

Project leadership

Knowledge of taxation

Client management

Staff management

Education

Degree level education

CTA or STEP 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.

Our rapidly growing Private Client Team manages 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.

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.

The Trust specialists in our Private Wealth team deal with tax planning and compliance for UK and offshore trusts, estates and UK private grant‑making charities and they have ambitious growth plans with a significant part of the work being ad‑hoc consultancy.

Requirements

• Has proven specialist technical private client experience, and the ability to deal with complex tax issues, gained within a practice environment.
• Has strong experience and the ability to lead projects, with support from senior members of the team, 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.
• An in‑depth, up‑to‑date knowledge of taxation including Trust and IHT related matters.
• Experience of reviewing Trust accounts and associated tax aspects.
• Experience advising in the trusts and estates specialist area and working with trustees and wealth advisory teams on the tax considerations.
• Experience of dealing with client senior management.
• Can guide and supervise less experienced colleagues.
• Some experience of seeking opportunities for developing new clients and for selling new services to existing clients.
• Staff management experience.
• Leads projects of varying scale and complexity.
• Educated to degree level, and CTA and/or STEP qualified.
• Consult with colleagues and Partners on technical and risk matters. Operate at the highest level of technical excellence and knowledge.

Rewards & Benefits

• Health and Wellness Programmes – promote a positive working environment where our people can thrive.
• Pension Plan – Group Personal Pension Plan, with matched employer contributions.
• Private Medical – Access to private medical treatment for you and your family.
• Income Protection Plan – Provides a proportion of your basic salary if you suffer a loss of earnings because of illness or injury.
• Holidays – Our holiday benefit enables you to purchase up to 10 days of additional leave.
• Bike to work scheme – A convenient, environmentally friendly and tax‑effective way to acquire a bike for travelling to and from work.

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.