US/UK Tax Director - Trust and Estate Specialist

BDO UK; London; On-site; GBP 60,000 - 120,000; Full time

Job summary

An established industry player is seeking a US/UK Tax Director specializing in trusts and estates. This role involves advising ultra-high-net-worth families, leading client relationships, and navigating complex tax planning scenarios. You'll work closely with a diverse portfolio of clients, fostering strong relationships while providing top-tier advisory services. The firm values collaboration and offers a supportive environment for career development, ensuring you have the resources and mentorship needed to thrive. If you're passionate about helping clients achieve their financial goals and eager to lead initiatives in a dynamic setting, this opportunity is perfect for you.

Benefits

Agile working framework

State-of-the-art collaboration spaces

Career development programs

Mentoring and coaching

Qualifications

• Minimum qualifications include US EA and ATT.
• Experience with UHNW families and trusts is essential.

Responsibilities

• Lead client relationships with a proactive advisory approach.
• Sign tax forms and manage dual US/UK succession planning.
• Collaborate with teams on US PCS tax matters.

Skills

US Enrolled Agent (EA)

ATT qualifications

US and UK private client experience

Trusts and estates specialist knowledge

Project leadership

Client relationship management

Tax planning

People management

Education

Relevant professional qualifications

Job description

US/UK Tax Director - Trust and Estate Specialist

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 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.

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 pro-actively 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 someone with:

1. US Enrolled Agent (EA) and ATT qualifications required as a minimum.
2. A broad base of US and UK private client experience working with UHNW families and their family offices.
3. Strong experience advising in the trusts and estates specialist area and working with trustees and wealth advisory teams on the taxation considerations.
4. Experience and ability to lead projects in resolving US and foreign trust matters for settlors and beneficiaries.
5. The passion to develop and lead a specialist trust and estate group within the US/UK Private Client practice.

Responsibilities:

1. Signing out tax Forms 1040, 1040NR, 3520’s etc.
2. Leading client relationships with a proactive advisory approach and a strong, adaptable manner to suit an eclectic and demanding client base.
3. A reputation in the marketplace and familiarity working in conjunction with lawyers, wealth advisers and other professionals that support UHNW individuals with US aspects to their lives.
4. In depth experience working with families on dual US/UK succession planning, including advising on trusts, alternate structuring, and estates.
5. Wide experiences with the use of the UK/US treaty in detail.
6. Advanced understanding of complex foreign tax credit scenarios and planning solutions.
7. A strong understanding of pre US and pre UK residency tax planning.
8. Experience of presenting internally and externally on topics pertinent to US PCS tax matters.
9. The individual would be able to form strong collaborative relationships with other teams in projects.
10. A desire for continual learning, assisting in training and inculcating US advisory skills, and development in the junior members of the team.
11. Good people management skills and an ability to actively support and influence the continual improvement in efficiencies and the evolution of the US PCS strategic offering in line with the wider firm initiatives.

A successful candidate would have a drive for finding practical solutions, an ability to collaborate and the initiative and resilience to persevere with challenging work.

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.

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.

With a range of multidisciplinary events and dedicated resources, you’ll never stop learning at BDO.

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.