CrawlJobs Logo

Private Client Tax Principal

United Kingdom, London · Job Posted May 16, 2026
Apply Position
Job Link Share

Job Description

Our tax professionals draw on their comprehensive experience to deliver businesses industry-leading insights and innovation. Our tax services include advice on employment taxation and international tax, transaction support for mergers and acquisitions, VAT services, expatriate tax advice and more. There are always fresh challenges to face in the Tax team, from meeting evolving business needs to managing changes to legislation. We’ll support you all the way, with opportunities to share knowledge and perspectives at all levels. If you’re after a career that will excite and surprise you, we’ll give you the autonomy to drive your career forward. Whatever your definition of success, we’ll support you to identify and achieve it. Together, we’ll contribute to the growth of both our clients, our teams and the firm. 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 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. 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.

Job Responsibility

  • Play a significant role in supporting the Partners with the management of their client portfolio and growing the firm’s Succession planning and IHT advisory business
  • Act as a client relationship point of contact for significant high net worth individuals and their families
  • Be responsible for undertaking Succession Planning Reviews and related assignments for key clients
  • Win new clients through networking and business development together with the wider BDO Private Wealth group and our mutual professional contacts
  • Act as a key point of contact within the Firm for the client
  • Responsibility for tax planning and complex IHT issues with a focus on variety of directly held assets or use of family vehicles, e.g. companies and trusts
  • Advise on ad hoc projects and be deemed as an expert in some areas of Private Client Tax, including but not limited to IHT, succession planning and use of trusts
  • Profitably manage a small portfolio of complex clients
  • Ensure that the firm’s quality control procedures are adhered to on their clients
  • Commercial management of their clients i.e. setting budgets, monitoring workflows and contributing to a commercial and sustainably profitable business
  • Be involved in the team, supporting your peers from a technical perspective, and developing the next generation of advisers
  • Identify risk and technical matters, as well as identifying opportunities, and acting on these accordingly
  • Develop, execute and manage the account development for own client portfolio
  • Contribute to the tax group’s sales and marketing activities in developing new work wins
  • Overall responsibility for resource planning and allocation for their portfolio
  • Staff training and development including recommendations for promotion
  • Counsel, appraise, develop and motivate staff as appropriate
  • Liaise with Tax Authorities
  • Liaising between clients and their other advisers in a collaborative and efficient manner
  • Act as a liaison between the client and other service lines and tax specialists within the firm
  • Act as a role model for the firm, both externally and internally
  • Consult with colleagues and Partners on technical and risk matters

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 the provide support to the wider private client team as a technical expert at the highest level on a wide range of inheritance tax matters
  • Experience advising in the trusts and estates specialist 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
  • Strong experiences and the ability to lead projects in succession planning for multi-generational families and the provide technical expertise and support to the wider private client team on a wide range of inheritance tax matters
  • Is able to provide private client and trust compliance and advisory services to a wide range of clients using resource from a shared service team
  • Has an understanding of potential risks to the firm arising from various aspects of client engagement
  • Can guide and supervise less experienced colleagues
  • Can support, train, mentor and advise others
  • Will challenge current practice – driving improvements and championing change
  • Takes personal responsibility for own decisions and actions and those of others
  • Leads projects of varying scale and complexity
  • CTA and/or ACA qualified or equivalent

What we offer

  • Health and wellness programmes
  • Pension plan (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 (holiday benefit enables you to purchase up to 10 days of additional leave)
  • Bike to work scheme

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

Private Client Tax Principal

8 matching positions

Private Client Tax Senior

As a Private Client Tax Senior, you will begin to take ownership of your own por...
Location
Location
United Kingdom , Wolverhampton
Salary
Salary:
35000.00 - 40000.00 GBP / Year
butlerrose.com Logo
Butler Rose
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Potentially ATT qualified and now actively studying towards your CTA
  • Previous Personal/Private Client/Mixed Tax experience in a similar role within a practice environment is essential
Job Responsibility
Job Responsibility
  • Responsible for a number of client relationships, including non-residents, non-domiciled individuals, high net worth individuals and trusts, supporting them on a variety of compliance matters
  • Principal point of contact for clients, working closely with them to understand developments in their personal tax affairs, ensuring they are up to date with their compliance obligations and legislative changes, helping them assess the impact for them and keeping abreast of new opportunities
  • Manage variety of compliance matters
  • Review tax returns and computations
  • Ensure the efficient and risk managed delivery
  • Responsible for complying with all internal risk management procedures
What we offer
What we offer
  • Hybrid working
  • Employee Discounts
  • Health & Well-Being Benefits
  • Enhanced Leave Days
  • Flexible working hours
  • Full study support including paid study leave, mentorship and coaching
  • Fulltime
Read More
Arrow Right

Private Client Tax Manager

At RMT, we are a dynamic and forward-thinking accountancy firm, renowned for del...
Location
Location
United Kingdom , Newcastle Upon Tyne
Salary
Salary:
Not provided
sumer.co.uk Logo
Sumer Group
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven experience in a private client tax managerial role, ideally within a top 30 professional services firm
  • Relevant professional qualifications (e.g., ACA, ACCA, CTA, or equivalent)
  • Deep understanding of all tax law and regulations in relation to personal tax compliance, along with a track record in undertaking client advisory work
  • Strong experience in managing client relationships and leading projects
  • Commercial mindedness and managing the financial aspects of client service, such as the provision of fee quotes, monitoring budgets/recoveries and billing
  • Excellent analytical and problem-solving abilities, with a strategic mindset
  • Strong leadership skills, with experience in team development and mentoring
  • Ability to work collaboratively in a fast-paced environment and manage multiple priorities
  • Proficiency in tax software (CCH) and tax research platforms (i.e. Croner-i/LexisNexis)
Job Responsibility
Job Responsibility
  • Act as principal manager contact for a portfolio of clients within the Private Client Team, taking responsibility for the review process of all compliance work relating to the client’s affairs
  • Liaise with the Senior Management Team in connection with the management of your client portfolio and development of tax team members as regards productivity, recovery and billing targets and training and development
  • Support the development of team members at all levels including mentoring, assisting in training, undertaking personal development reviews and improving performance and efficiency where relevant
  • Provide timely feedback on work and performance matters
  • Developing new client relationships and assisting in business development opportunities generally
  • Provide ad hoc advisory services to clients
  • Supporting the Senior Management Team in developing and maintaining strong relationships with clients, as trusted advisor, and being able to co-ordinate and deliver the required services
  • Manage the successful delivery of all aspects of the personal tax compliance function for a portfolio of clients
  • Mentor and develop the Private Client Tax team, ensuring high standards of performance and professional growth
  • Identify and mitigate tax risks for clients, ensuring all work is both technically and ethically compliant having regard to professional standards
  • Fulltime
Read More
Arrow Right

Private Client Associate

This is a New York-based opportunity to join a dependable team that counsels cli...
Location
Location
United States , New York
Salary
Salary:
260000.00 USD / Year
jamesonlegal.com Logo
Jameson Legal
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Mid Level (2-5 years)
  • Mid Senior Level (3-7+ years)
  • PQE: 1-3 years
  • PQE: 4-6 years
  • PQE: 7+ years
Job Responsibility
Job Responsibility
  • Advising independent executors and trustees on sensitive family, financial, and tax issues in the administration of estates and trusts
  • Representing family members and professionals at multi-generational family offices on estate planning, trust administration, and reporting matters
  • Assisting individuals with complex multinational tax issues involving trusts with beneficiaries in multiple jurisdictions
  • Representing principals of private equity firms and hedge funds in connection with their estate planning
  • Fulltime
Read More
Arrow Right

International Tax Director

The International Tax Director will lead the firms international tax services pr...
Location
Location
United States , Warwick
Salary
Salary:
Not provided
tenthmountainrecruiting.com Logo
Tenth Mountain
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelors degree in Accounting and CPA or JD required
  • Minimum 10+ years of relevant public accounting or private industry experience with focus in International Tax
  • Experience with US international tax compliance reporting including foreign information reporting on Forms 5471/5472/8865/8858, GILTI and FDII reporting on Forms 8992/8993, foreign tax credit reporting on Form 1118, PFIC reporting of Form 8621, and FBAR and foreign financial asset reporting on Forms 114/8938
  • Strong technical skills in accounting, tax preparation and review within the international tax environment
  • Strong verbal and written communication skills
  • Ability to effectively organize, prioritize, and manage multiple assignments
  • Ability to work independently, but also work well with others
Job Responsibility
Job Responsibility
  • US tax return preparation and review for both inbound and outbound companies. Includes international tax compliance covering Forms 5471/5472, GILTI and FDII reporting on Forms 8992/8993, foreign tax credit reporting on Forms 1116/1118, and outbound transfers of property on Form 926
  • US tax return review for individual inpats/expats and high net worth individuals generating foreign source income and/or having PFIC holdings
  • Consult and work with clients to gain understanding of client business in order to assess the application of US and foreign tax laws and how that impacts entity structuring, transactions, and operations
  • Work on multiple complex issues while communicating in a non-technical manner to facilitate communications between the client and the engagement team while managing risk for both the client and the firm
  • Assist Audit Team with US GAAP tax reporting for clients with international subsidiaries and business operations
  • Manage and direct international tax planning and compliance engagements to ensure tasks are assigned and completed on a timely basis
  • Team with partners, principals and managers on proposals and business development meetings
  • Manage, develop, train and mentor seniors/staff on international tax matters and assess performance for project responsibilities and year-end reviews
  • Demonstrate thorough technical knowledge of relevant international tax laws and regulations. Attend professional development and training sessions on a regular basis
What we offer
What we offer
  • health and dental insurance
  • group life and long-term disability insurance
  • 401(k) and Section 125 plans
  • Fulltime
Read More
Arrow Right
New

IT Training Lead

The IT Training Lead will drive technology learning and user adoption across the...
Location
Location
United States , Delray Beach
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Experience in IT training, instructional design, technical enablement, or learning and development
  • Strong knowledge of Microsoft 365
  • Excellent communication, facilitation, and content development skills
  • Ability to translate technical concepts into practical, user-friendly training.
Job Responsibility
Job Responsibility
  • Design, develop, and deliver IT training programs in instructor-led, virtual, and self-paced formats
  • Take lead in the Microsoft Copilot and AI training strategy, including onboarding, advanced use cases, responsible AI usage, and ongoing enablement
  • Partner with IT leadership to support new technology rollouts, system upgrades, and digital transformation initiatives
  • Create and maintain training content, including videos, guides, tutorials, and job aids
  • Identify skill gaps and develop targeted learning solutions to improve adoption and productivity
  • Gather feedback and measure training effectiveness to continuously improve programs.
Read More
Arrow Right
New

K Kitchen Representative

The position includes, but is not limited to, the following essential job duties...
Location
Location
United States , New Albany
Salary
Salary:
Not provided
https://www.circlek.com Logo
Circle K
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Excellent communication skills
  • Team player who can work well with others or independently
  • Acts with integrity
  • keeps commitments
  • Contagious positive attitude
  • Focuses on achieving results while having fun
  • Frequently bend, twist at waist, kneel, squat, stand, and walk
  • Occasionally climb and descend ladders
  • Tolerate extreme cold and hot temperatures and work in and around fryers, ovens, grills, coolers, freezers, sharp objects, and loud noises
  • Reach, grasp, and manipulate objects with hands for entire shift, including reaching for objects overhead
Job Responsibility
Job Responsibility
  • Provides excellent guest service in a fast and friendly manner
  • Maintains a clean restaurant environment by cleaning and performing general housekeeping duties
  • Prepares and serves food items in accordance with all Brand, Company, and health department regulations
  • Ensures product quality, food safety, and operational standards are met
  • Keeps accurate cash, sales, and inventory control records
  • Follows all government laws and safety codes
  • Completes reports on all incidents following our 5-minute rule policy
  • Lives our Company values: One Team, Do the Right Thing, Takes Ownership, Play to Win
What we offer
What we offer
  • Medical, Dental, Vision, Term Life and AD&D plans
  • Flexible spending and health savings accounts (FT)
  • Vacation paid time off
  • Company holidays paid at time and a half
  • Matching 401(k)
  • Tuition Reimbursement
  • Stock Purchase Plan
  • Employee Discount Program
  • Discount Meal Benefit
  • Wellness Plan
Read More
Arrow Right
New

K Kitchen Representative

Location
Location
United States , Decatur
Salary
Salary:
Not provided
https://www.circlek.com Logo
Circle K
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Excellent communication skills
  • Team player who can work well with others or independently
  • Acts with integrity
  • keeps commitments
  • Contagious positive attitude
  • Focuses on achieving results while having fun
  • Frequently bend, twist at waist, kneel, squat, stand, and walk
  • Occasionally climb and descend ladders
  • Tolerate extreme cold and hot temperatures and work in and around fryers, ovens, grills, coolers, freezers, sharp objects, and loud noises
  • Reach, grasp, and manipulate objects with hands for entire shift, including reaching for objects overhead
Job Responsibility
Job Responsibility
  • Provides excellent guest service in a fast and friendly manner
  • Maintains a clean restaurant environment by cleaning and performing general housekeeping duties
  • Prepares and serves food items in accordance with all Brand, Company, and health department regulations
  • Ensures product quality, food safety, and operational standards are met
  • Keeps accurate cash, sales, and inventory control records
  • Follows all government laws and safety codes
  • Completes reports on all incidents following our 5-minute rule policy
  • Lives our Company values: One Team, Do the Right Thing, Takes Ownership, Play to Win
What we offer
What we offer
  • Medical, Dental, Vision, Term Life and AD&D plans
  • Flexible spending and health savings accounts (FT)
  • Vacation paid time off
  • Company holidays paid at time and a half
  • Matching 401(k)
  • Tuition Reimbursement
  • Stock Purchase Plan
  • Employee Discount Program
  • Discount Meal Benefit
  • Wellness Plan
Read More
Arrow Right
New

Restaurant Assistant Manager

This position assists the Restaurant Manager (RM) with daily operations of the r...
Location
Location
United States , Holly Springs
Salary
Salary:
Not provided
https://www.circlek.com Logo
Circle K
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Full time required
  • availability during all hours of operation and at least one hour pre-opening and post-closing required
  • Valid state Driver's License required
  • Excellent communication skills
  • Motivates, coaches, and leads team members
  • Acts with integrity
  • keeps commitments
  • Contagious positive attitude
  • Focuses on achieving results while having fun
  • Ability to gain control during stressful situations
Job Responsibility
Job Responsibility
  • Assists the Restaurant Manager with daily operations of the restaurant and supervises the team in their absence
  • Leads and coaches Restaurant Team Members and partners with the management team to maintain the Company and Brand operational standards
  • Provides excellent guest service in a fast and friendly manner
  • coaches and corrects team
  • Conducts second interviews for team members and shift leads
  • Maintains a clean restaurant environment by cleaning and performing general housekeeping duties
  • Assigns shift duties to team members and follows up to ensure completion
  • Directs team and ensures all food items are prepared and served in accordance with all Brand, Company, and health department regulations
  • Coaches team members to follow guidelines for food preparation and production management
  • Cascades relevant information to team members and assists with new product training
What we offer
What we offer
  • Unlimited tip pooling
  • Medical, Dental, Vision, Term Life and AD&D plans
  • Flexible spending and health savings accounts
  • Short-Term Disability
  • Vacation paid time off
  • Company holidays paid at time and a half
  • Matching 401(k)
  • Tuition Reimbursement
  • Stock Purchase Plan
  • Employee Discount Program
  • Fulltime
Read More
Arrow Right