Trust Tax Manager

BDO LLP; London; On-site; GBP 45,000 - 80,000; Full time

Job summary

Join a forward-thinking firm where your expertise in trust tax and accounting will shine. This role offers a unique opportunity to work alongside a diverse and driven team, tackling complex tax issues while managing a portfolio of high-net-worth clients. You'll collaborate closely with senior staff, driving your career forward in a supportive environment that values your contributions. With ambitious growth plans and a commitment to personal development, this is your chance to thrive in a dynamic setting, ensuring clients navigate their tax obligations with confidence and clarity. Embrace the challenge and make a real impact in the world of tax advisory.

Benefits

Agile working opportunities

Mentoring and coaching programs

State-of-the-art collaboration spaces

Career development resources

Qualifications

• Proven experience in private client tax and trust matters.
• Ability to manage complex tax issues in a practice environment.

Responsibilities

• Act as a point of contact for clients and manage a portfolio.
• Assist Partners in managing the Trust services team.

Skills

Trust tax and accounting skills

Complex tax issues management

Client management

Business development

Advising high-net-worth individuals

Knowledge of taxation

Education

Degree level education

CTA qualification

STEP qualification

Job description

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

We’ll broaden your horizons

Working hard and working together, our Tax team thrives on keeping busy. Friendly, driven and diverse, they service our clients across the country and around the world. By providing expertise in many different specialist areas of tax, they collaborate across BDO to deliver wider business solutions. From meeting clients’ evolving business needs to managing changes to legislation, there are always fresh challenges to face in the Tax team. If you’re after a career that will keep you on your toes, we’ll give you the autonomy to drive your career forward.

We’ll help you succeed

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.

This role is part of the management team and is responsible for assisting Partners and senior staff in servicing clients, directing Trust services and managing people within the team. Trust tax and accounting skills are essential.

The primary responsibility will be to act as a point of contact within the firm for the client together with the partner and 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 but with a significant element of ad hoc consultancy work.

Key to the role is for the individual to be able to pro-actively manage their own workload, provide overall support to Partners on client matters and assist Partners in the management of the group. Furthermore, the individual will be expected to recognise business and sales opportunities and progress these forward with senior staff and Partners.

When you join us, we’ll make your growth our priority. If you can demonstrate the following skills, we can help you go far.

We’re looking for someone with:

1. Proven specialist technical private client experience, and the ability to deal with complex tax issues, gained within a practice environment
2. Experience providing trust, estate and charity advice to high-net-worth individuals and trustees
3. An in-depth, up-to-date, knowledge of taxation including Trust and IHT related matters
4. Experience of reviewing Trust accounts and associated tax aspects (e.g. relevant income and stockpiled gains tax pools)
5. Experience of dealing with client senior management
6. Some experience of seeking opportunities for developing new clients and for selling new services to existing clients
7. Educated to degree level, and CTA and/or STEP qualified

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.

About Us

BDO UK provides tax, audit and assurance, advisory and business outsourcing services. 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.

Our partners and staff are specialists in their fields and have a proactive, flexible approach to helping clients overcome the challenges they face. We aim to be as innovative and entrepreneurial as our clients. Our approach and expertise are what help us deliver exceptional client service. 95% of our clients would recommend us.

We operate from 17 locations across the UK, covering all major business centres. We employ 8,000 people who are encouraged to bring their best selves to work; taking responsibility for their work and their relationships with clients. All our people share core values that underpin both our culture and the value that we bring to our clients. Our values are also reflected in continued focus on ESG.

Our firm is distinctive and we want to preserve and build on the strengths of our culture and the characteristics that make us both successful and different. We look for people from all kinds of backgrounds who share these same qualities.

BDO LLP is a key member of the BDO global network of public accounting, tax and advisory firms. The firms have representation in 166 countries, with 115,700 people working out of over 1,776 offices worldwide. That’s BDO and we are proud to be part of it. Being part of an integrated network of firms across the world provides us with myriad opportunities for success.