Tax Associate Director - Inheritance & Trust Specialist

BDO UK LLP; Greater London; On-site; GBP 60,000 - 75,000; Full time

Job summary

A reputable accountancy firm in London is seeking a tax specialist to join their Private Wealth team. The ideal candidate will manage complex tax planning for trusts and estates, lead projects, and collaborate with senior management. The role requires proven experience and qualifications (CTA or STEP) to navigate intricate tax issues and provide strategic advice. This position offers opportunities for professional growth in a supportive, agile work environment.

Benefits

Flexible working arrangements

Professional development opportunities

Supportive team culture

Qualifications

• Proven specialist technical private client experience within a practice environment.
• Strong experience leading projects in succession planning for multi-generational families.
• In-depth knowledge of taxation including Trust and IHT matters.

Responsibilities

• Manage tax planning and compliance for UK and offshore trusts.
• Lead projects varying in scale and complexity.
• Guide and supervise less experienced colleagues.

Skills

Complex tax issue management

Project leadership

Client advisory

Knowledge of taxation

Consultation with senior management

Mentoring

Client development

Education

Degree level education

CTA or STEP 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.

The Trust specialists in our Private Wealth team

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.

We’re looking for someone who:

• 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
• Has an in‑depth, up‑to‑date knowledge of taxation including Trust and IHT related matters
• Has experience of reviewing Trust accounts and associated tax aspects
• Has experience advising in the trusts and estates specialist area and working with trustees and wealth advisory teams on the tax considerations
• Has experience dealing with client senior management
• Can guide and supervise less experienced colleagues
• Has some experience of seeking opportunities for developing new clients and for selling new services to existing clients
• Has staff management experience
• Leads projects of varying scale and complexity
• Is educated to degree level, and CTA and/or STEP qualified
• Consults with colleagues and Partners on technical and risk matters, operating at the highest level of technical excellence and knowledge

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.