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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)