Trust Tax Assistant Manager/ Manager

BDO; Birmingham; On-site; GBP 40,000 - 70,000; Full time

Job summary

A leading accounting firm in Birmingham seeks a Trust Tax advisor to join their Private Client Team. This role encompasses advising high-net-worth individuals on trust and estate matters, managing client portfolios, and offering tailored tax solutions. Candidates should possess strong technical expertise and client management skills, with CTA/STEP qualifications preferred. The firm is known for its supportive culture and investment in employee growth.

Qualifications

• Experience with HNW clients and trust and estate advice.
• Proven private client experience within a practice.
• Knowledge of reviewing Trust accounts.

Responsibilities

• Act as point of contact for clients and senior staff.
• Oversee management of a portfolio of existing clients.
• Support Senior Managers and Directors in delivery of trust tax compliance.

Skills

Trust and estate advice

Complex trust tax issues

Staff management

Education

CTA qualification

STEP qualification

Job description

Ideas | People | Trust

We’re BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today’s changing world.

Our clients are Britain’s economic engine – ambitious, entrepreneurially-spirited and high‑growth businesses that fuel the economy - and 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

Our Trust Tax team offers a plethora of carefully tailored services to an equally varied range of clients – from UK and offshore Trusts, Charities and Estates, to entrepreneurs, entertainers and more. Part of the Private Client Services team, our expertise plays an integral part of a family's overall tax planning strategy.

Here, you’ll have the opportunity to expand and strengthen your skillset and gain an invaluable insight into the wider Tax business within BDO. You’ll be supported to develop your career and help others do the same, all while undertaking an exciting, varied workload for a broad range of clients.

This role is as part of the team responsible for assisting Partners, Directors and other senior staff in servicing clients, directing Trust services and managing people within the Trust team. Trust tax knowledge is essential as is a wider knowledge of personal taxation.

The primary day to day responsibility will be to act as a point of contact within the firm for the client together with the other senior staff. You will deal with all matters relating to the management of a portfolio of existing clients including billings and cash collection within the firm’s criteria.

Key to the role is for the individual to be able to pro-actively manage their own workload, provide overall support to Senior Managers and Directors on client matters and assist Directors in the management of the day-to-day delivery of all trust tax compliance and trust accounts work.

You’ll be someone with:

• Experience in providing trust and estate advice to high net worth individuals (experience of charity clients is a plus but not essential).
• Proven specialist technical private client experience, and the ability to deal with complex trust tax issues, gained within a practice environment.
• Experience of reviewing Trust accounts and associated tax accounting aspects (e.g. computing tax pools)
• Experience of dealing with HNW clients
• Staff management experience
• CTA and/or STEP qualified (or equivalent)

You’ll also 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 everyone the opportunity to work in ways that suit them, their teams, and the task in 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.

We can provide the best support for our clients and people when we’re working side by side. 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 our clients and satisfying experiences at work, 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 them. Across 17 UK locations, we are 6,500 unique minds coming together to help our clients reach 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.