Private Client Tax Manager

at  BDO

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.

• Manage a portfolio of clients including control of billings and cash collection within the firms’ criteria
• Advise on a range of tax matters, succession planning and restructuring projects, as well as review complex UK tax computations and returns
• To ensure assignments are completed within agreed budgets and keep client/Partner informed of overruns and plan staff assignments in order to give an appropriate spread of experience
• Ensure that the firm’s quality control procedures are adhered to
• Identify risk and technical matters, as well as selling opportunities, to the Partner, whilst exercising judgement within agreed parameters.
• Must provide overall support to Partners on client matters and assist Partners in the management of the group, this will include support at times for the recruitment and management of staff
• Must be able to recognise business development opportunities and inform and work with the Partner and the client to develop these when they arise
• Develop contact with clients at senior level and maintain contact with other levels as appropriate to ensure the firm has the confidence of the client

We’re looking for someone with:

• Strong understanding of the technical complexities that our clients face and be able to provide clear, concise and practical advice
• Strong technical ability in the field of private client, in particular advising non-UK domiciled individuals and their personal/family structures on their global tax position
• Keen to develop specialist knowledge in the taxation of private equity executives as well as a general ability and desire to deal with complex tax issues
• Ability to maintain an in depth, up to date, knowledge of taxation
• Project management experience
• Team management experience.
• Demonstrable experience of successfully managing a substantial client portfolio
• An inquisitive nature, able to identify opportunities to enhance our client offering
• Senior stakeholder management experience.
• CTA and/or ACA qualified or equivalent

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.