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Tax Associate Director – Inheritance & Trust Specialist

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BDO UK LLP

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Location:
United Kingdom , London

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided

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. The Trust specialists in our Private Wealth team deal with tax planning and compliance for UK and offshore trusts, estates and UK private grant-making charities and they have ambitious growth plans with a significant part of the work being ad hoc consultancy.

Job Responsibility:

  • Manage funds, businesses and trusts of individuals, families and entrepreneurs
  • Build strong relationships with individuals to become their trusted advisor and oversee their tax affairs
  • Work across a truly diverse portfolio of global clients
  • 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:

  • Proven specialist technical private client experience, and the ability to deal with complex tax issues, gained within a practice environment
  • Strong experience and the ability to lead projects, with support from senior members of the team, in succession planning for multi-generational families and provide support to the wider private client team as a technical expert on a wide range of inheritance tax matters
  • An in depth, up to date, knowledge of taxation including Trust and IHT related matters
  • Experience of reviewing Trust accounts and associated tax aspects
  • Experience advising in the trusts and estates specialist area and working with trustees and wealth advisory teams on the tax considerations
  • Experience of dealing with client senior management
  • Can guide and supervise less experienced colleagues
  • Some experience of seeking opportunities for developing new clients and for selling new services to existing clients
  • Staff management experience
  • Leads projects of varying scale and complexity
  • Educated to degree level, and CTA and/or STEP qualified
  • Consult with colleagues and Partners on technical and risk matters. Operate at the highest level of technical excellence and knowledge.
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
  • Programmes, resources, and frameworks for career development
  • Mentoring and coaching
  • State-of-the-art collaboration spaces
  • Multidisciplinary events and dedicated resources for learning.

Additional Information:

Job Posted:
December 23, 2025

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