Job Description

REQUIREMENTS

• Educated to degree level, and/or CTA and/or ACA qualified or equivalent
• Demonstrable post qualified experience
• Strong technical ability in the field of private client.
• Guide and supervise less experienced colleagues.
• Support, train, mentor and advise others in own area.
• Challenge current practice – driving improvements and championing change.
• Take personal responsibility for own decisions and actions and those of others.
  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.

ROLE OVERVIEW

This role within the Private Client Services Guildford team will provide full UK tax compliance and advisory services to a wide range of regional, London and internationally based clients. An Assistant Manager is required to lead/support the continued expansion of the Private Client Services team generally with a focus on advisory work for HNWIs and families, entrepreneurs, OMBs, private equity, trusts, with a varied asset base.
The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients – this portfolio will be split between advisory and tax compliance initially, but with a move to more advisory work in the longer term. You will also provide assistance to Partners/Directors and the wider manager team in both client work and in the management of the team and will be involved in special assignments on an ad hoc basis. Part of the role requires the individual to actively seek and be involved in business development and proposals working with Partner/Director and the manager team on opportunities arising from existing and new clients.
There will also be opportunities to work with other BDO tax specialists nationally and internationally.

RESPONSIBILITIES

To act as a key point of contact within the firm for the client, together with the Partner. This will involve responding quickly to, as well as anticipating, client requests/needs, keeping clients informed of progress in relation to all aspects of the service provided, and maintaining regular contact with clients;

• There will be an expectation that you will take full responsibility for project delivery on their portfolio
• Have a strong understanding of the technical complexities that our clients face and be able to provide clear, concise and practical advice
• Manage a varied portfolio of clients commercially including control of billings and cash collection within the firms criteria
• Review of work prepared by more junior members of staff
• Liaise with HMRC
• To ensure assignments are completed within agreed budgets and keep client/Partner/Director/Manager 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 at all times
• Identify risk and technical matters, as well as selling opportunities, to the Partner/Director/Manager group, whilst exercising judgement within agreed parameters.