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Private Client Tax Director

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BDO UK LLP

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Location:
United Kingdom , London

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Category:

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

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.

Job Responsibility:

  • Build strong relationships with individuals to become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business
  • Visit clients across the world
  • Work proactively and manage your own tasks
  • Collaborate with others and communicate regularly with senior managers, directors, and BDO’s partners to help businesses effectively
  • Identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with

Requirements:

  • In depth, up to date knowledge of taxation with experience of advising high net worth individuals, their families and wealth protection structures
  • Strong experiences and the ability to lead projects in succession planning for multi-generational families and to provide support to the wider private client team on a wide range of private client tax matters
  • Experience advising in the UK and offshore trusts area and working with trustees and wealth advisory teams on the taxation considerations
  • Experience of managing a portfolio of clients including control of client take-on and engagement, billings and identification of new opportunities
  • Ability to provide private client compliance and advisory services to a wide range of clients using resource from a shared service team
  • Understanding of potential risks to the firm arising from various aspects of client engagement
  • Ability to guide and supervise less experienced colleagues
  • Ability to support, train, mentor and advise others
  • Willingness to challenge current practice – driving improvements and championing change
  • Takes personal responsibility for own decisions and actions and those of others
  • Ability to lead projects of varying scale and complexity
  • Educated to degree level and is CTA and/or ACA qualified or equivalent
  • Ability to consult with colleagues and Partners on technical and risk matters
What we offer:
  • Health and wellness programmes
  • Pension plan with matched employer contributions
  • Private medical access for you and your family
  • Income protection plan
  • Holiday purchase scheme (up to 10 days additional leave)
  • Bike to work scheme
  • Agile working
  • Wellbeing support
  • Career development programmes, resources, and frameworks
  • Mentoring and coaching
  • State-of-the-art collaboration spaces in offices
  • Multidisciplinary events and dedicated resources for learning

Additional Information:

Job Posted:
February 14, 2026

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