Trust Tax Senior Manager

BDO UK; Cambridgeshire and Peterborough; On-site; GBP 40,000 - 80,000; Full time

Job summary

Join a dynamic team at a leading accountancy and business advisory firm, where you'll provide Tax Advisory services to a variety of clients, from start-ups to multinational corporations. This role offers the chance to tackle complex tax challenges and enhance your expertise in a supportive environment. You'll collaborate with senior managers and partners, driving your career forward while contributing to the success of entrepreneurial businesses. Embrace the opportunity to grow your skills and make a meaningful impact in the ever-evolving tax landscape.

Benefits

Health and Wellness Programmes

Pension Plan

Private Medical

Income Protection Plan

Additional Holiday Purchase

Bike to Work Scheme

Qualifications

• Experience in developing new clients and selling services.
• Proven technical private client experience in trust tax.

Responsibilities

• Provide Tax Advisory services to diverse clients.
• Manage complex trust tax issues and review Trust accounts.

Skills

Client Development

Trust and Estate Advice

Complex Trust Tax Issues

Tax Accounting

High Net Worth Client Management

Staff Management

Education

CTA Qualification

STEP Qualification

Job description

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

Working, achieving, and thriving together, our Tax team move with every challenge. 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.

Tax is a dynamic, ever-changing industry. As our clients’ needs and the regulatory environment evolve, you’ll encounter new problems to solve and new opportunities for growth. Whether it’s advising clients on high-profile specialisms like Corporation Tax or leading the implementation of intelligent technology solutions, you’ll enjoy variety as well as stretch in your role.

BDO supports all kinds of different businesses in different sectors across the UK and around the world.

You’ll be providing Tax Advisory services to start-ups and scale-ups, to private businesses and FTSE listed multinationals. Each of our clients has different needs and in applying your expertise in different contexts, you’ll develop your skills and gain valuable experience that will serve you throughout your career.

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.

Our Private Client Services 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. Our expertise helps to manage their global tax proactively and seamlessly.

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 at pace and help others do the same, all while undertaking an exciting, varied workload for a broad range of clients.

We’re looking for someone with:

• Experience of and an appetite for seeking opportunities for developing new clients and for selling new services to existing clients
  
• Experience providing trust and estate advice to high net worth individuals (experience of charity clients is a plus).
  
• 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
  

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.

Rewards & Benefits

We offer a wide range of core and voluntary benefits, with a few examples below.

Health and Wellness Programmes

We promote a positive working environment where our people can thrive.

Pension Plan

A 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.