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Private Client Tax Senior Manager

United Kingdom, Ipswich · Job Posted June 04, 2026
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Job Description

This role will provide Tax compliance and advisory services to a wide range of clients. The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients. You will also provide assistance to Director/Partners in both client work and in the management of the group and on occasions the practice. Will be involved in special assignments on an ad hoc basis. A key part of the role requires the individual to actively seek, and keep the Director/Partner informed about, any new business opportunities arising on existing and new clients.

Job Responsibility

  • To act as a key point of contact within the firm for the client, together with the Partner
  • Taking 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 portfolio of clients 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/Director/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 including second partner review
  • Identify risk and technical matters, as well as selling opportunities, to the Director/Partner, whilst exercising judgement within agreed parameters
  • Provide overall support to Director/Partners on client matters and assist Director/Partners in the management of the group
  • Work as part of management team with other Tax managers within the business group
  • Actively participate in the management of the group through Team/Manager/Director meetings
  • Training must be provided to more junior staff both on the job and through monitoring exam and on the job performance, whilst consistently providing feedback
  • Counsel, appraise, develop and motivate staff as appropriate
  • Must be able to recognise business development opportunities and inform and work with the Director/Partner and the client to develop these when they arise
  • Participate in bids/proposals for new work
  • 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
  • Act as a liaison between the client and other specialist service groups within BDO
  • Contribute presenting on internal courses
  • To work on own initiative
  • Consult with colleagues and Director/Partners on technical and risk matters

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
  • Lead projects of limited scale or complexity

What we offer

  • Health and wellness programmes
  • Pension plan
  • Private medical
  • Income protection plan
  • Holidays (ability to purchase up to 10 days of additional leave)
  • Bike to work scheme

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