CrawlJobs Logo

Us Private Client Services Director

bdo.co.uk Logo

BDO UK LLP

Location Icon

Location:
United Kingdom , London

Category Icon
Category:
Finance

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided
Save Job
Save Icon
Apply Position

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.

Job Responsibility:

  • Leading client relationships with a proactive advisory approach and a strong, adaptable manner to suit an eclectic and demanding client base
  • In depth experience and a strong understanding of working with families and entrepreneurs delivering dual US/UK written advisory memos on topics including pre-US and pre UK residency tax planning, succession planning including advising on trusts, alternate structuring and pensions
  • Wide experiences with the use of the UK/US treaty in detail
  • Advanced understanding of complex foreign tax credit scenarios and planning solutions.
  • An established record of winning work
  • A reputation in the marketplace and familiarity working in conjunction with lawyers, wealth advisers and other professionals that support UHNW individuals with US aspects to their lives
  • Signing out complex UK and US tax returns including Forms 1040, 1040NR, 3520, 5471, 8858, 8865 etc
  • Experience of presenting internally and externally on topics pertinent to US PCS tax matters
  • The individual would be able to form strong collaborative relationships with other teams on projects
  • A desire for continual learning, assisting in training and inculcating US advisory skills, and development in the junior members of the team
  • Good people management skills and an ability to actively support and influence the continual improvement in efficiencies and the evolution of the US PCS strategic offering in line with the wider firm initiatives.
  • Eager for the opportunity to develop a fast-growing US/UK Private Client practice
  • A successful candidate would have a drive for finding practical solutions, an ability to collaborate and the initiative and resilience to persevere with challenging work.

Requirements:

  • US Enrolled Agent (EA) and ATT qualifications required as a minimum
  • Ideally CTA qualification
  • A broad base of US and UK private client experience working with UHNW families and their family offices
  • Extensive experience delivering written advisory reports
  • Strong capabilities to lead, manage and sign off complex projects with partner support, resolving US and foreign matters involving clients, their advisors, and our global network where needed
  • The passion to make a significant impact within a small, fast growing, dynamic team
What we offer:
  • Health and wellness programmes
  • Pension plan
  • Private medical
  • Income protection plan
  • Holidays
  • Bike to work scheme

Additional Information:

Job Posted:
February 17, 2026

Icon
BDO UK LLP - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Us Private Client Services Director

New

Corporate and M&A Transactions Assistant Manager

Our tax professionals draw on their comprehensive experience to deliver business...
Location
Location
United Kingdom , Greater Manchester
Salary
Salary:
Not provided
bdo.co.uk Logo
BDO UK LLP
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • An in depth, up to date, knowledge of taxation with specialist knowledge and the ability to deal with complex tax issues
  • Project and staff management experience
  • Ability to manage a substantial client portfolio profitably whilst being able to actively seek opportunities for developing new clients and for selling new services to existing clients
  • Ability to provide Tax compliance and advisory services to a wide range of clients using resource from a shared service team or via technology tools
  • Experience of managing a substantial portfolio of clients including control of client take on and engagement, billings, and identification of opportunities to improve recoveries, together with cash collection
  • Understanding of potential risks to the Firm in relation to the Firm’s quality control procedures and raising to the appropriate person
  • Guide and supervise less experienced colleagues, proving support, training and mentoring where appropriate
  • Experience of leading complex projects
  • Educated to degree level and/or CTA and/or ACA qualified or equivalent
  • Demonstrable post qualified experience
Job Responsibility
Job Responsibility
  • Providing Tax Advisory services to start-ups and scale-ups, to private businesses and FTSE listed multinationals
  • Working closely with clients and building long-lasting relationships
  • Working pro-actively, managing your own tasks
  • Collaborating with others, communicating regularly with senior managers, Directors, and BDO’s Partners to enable us to serve our clients effectively
  • Identifying and drawing attention to opportunities for enhancing our delivery and providing additional services to our clients
What we offer
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
  • State-of-the-art collaboration spaces
Read More
Arrow Right
New

Director, Business Development, Private Markets Asset Servicing

We are seeking an experienced sales professional with a proven track record of m...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
blackrock.com Logo
BlackRock Investments
Expiration Date
April 29, 2026
Flip Icon
Requirements
Requirements
  • Bachelor’s degree or foreign equivalent minimum (CFA, CAIA or CIPM designation is a plus)
  • 10+ in Financial Software industries and ideally in the Private Markets Asset Servicing industry
  • A Sales mentality with strong qualifying and closing skills
  • Robust interpersonal skills and be confident, friendly and respectful individual with excellent written and verbal communication skills
  • Comfortable collaborating closely with both BlackRock's clients and colleagues at all levels
  • Skilled at generating your own leads through cold calling, blitzing, research, networking, and driving your territory
  • Experience working on CRM tools
  • Ability to work in a fast paced, dynamic environment with great sense of details
  • Great teammate
Job Responsibility
Job Responsibility
  • Delivering presentations of our company products to potential and existing clients
  • Actively generating and maintaining sales pipeline and document sales activity through our CRM
  • Opportunity to be part of a dynamic and motivated team
  • You will join us to accelerate and grow sales across our eFront platforms to deliver aspirational financial results measured by AUA/AUC/AUM, net new assets and revenue targets with a focus on the Asset Servicing industry
  • Customizing the promotional materials to incorporate the clients' context
  • Conducting research and contact new potential clients to qualify them
  • Developing a strong understanding of eFront’s products range dedicated to private market and the wider Aladdin and Preqin product range to provide comprehensive solutions to Asset Servicing clients
  • Strengthen existing client relationships and be the go–to person for our clients by having a deep understanding of our client’s needs
  • Participating in pre-sales activity including demonstrating product functionality to clients
  • Partner with client business leadership team in executing business plan, including sales targets for accounts
What we offer
What we offer
  • Retirement investment and tools designed to help you in building a sound financial future
  • access to education reimbursement
  • comprehensive resources to support your physical health and emotional well-being
  • family support programs
  • Flexible Time Off (FTO)
  • Fulltime
Read More
Arrow Right

Audit of tax senior manager

Our tax professionals draw on their comprehensive experience to deliver business...
Location
Location
United Kingdom , Bristol; Reading
Salary
Salary:
Not provided
bdo.co.uk Logo
BDO UK LLP
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • An in depth, up to date, knowledge of taxation with specialist knowledge and the ability to deal with complex tax issues
  • Experience of dealing with all matters relating to the management of a portfolio of clients
  • Experience of managing a portfolio of clients including control of client take on and engagement, billings, and identification of opportunities to improve recoveries, together with cash collection
  • Ability to provide Tax compliance and advisory services to a wide range of clients using resource from a shared service team or via technology tools
  • An understanding of potential risks to the Firm in relation to the Firm’s quality control procedures
  • Experience of leading complex projects
  • Educated to degree level and/or CTA and/or ACA qualified or equivalent
Job Responsibility
Job Responsibility
  • Providing Tax Advisory services to start-ups and scale-ups, to private businesses and FTSE listed multinationals
  • Working pro-actively, managing your own tasks
  • Collaborating with others, communicating regularly with senior managers, Directors, and BDO’s Partners to enable us to serve our clients effectively
  • Identifying and drawing attention to opportunities for enhancing our delivery and providing additional services to our clients
What we offer
What we offer
  • Health and wellness programmes
  • Pension plan with matched employer contributions
  • Private medical access for you and your family
  • Income protection plan
  • Holidays with the ability to purchase up to 10 days of additional leave
  • Bike to work scheme
Read More
Arrow Right
New

Transaction Advisory Services Director

Join Aprio's Transaction Advisory Services team and you will help clients maximi...
Location
Location
United States , Washington, D.C.
Salary
Salary:
200000.00 - 315000.00 USD / Year
aprio.com Logo
Aprio
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Big Four or similar consulting background
  • Approximately 8 to 10 years of related financial due diligence/advisory work experience
  • Understanding and applying Excel, PowerPoint and Word skills
  • Demonstrating poise working with private equity and corporate executives
  • Working effectively and personably with a diverse group
  • At least seven plus years of recent experience in Audit, Finance or Transaction Advisory (preferred)
  • Displaying adequate knowledge of GAAP
  • 4-year bachelor’s degree in accounting or finance
  • Licensed CPA preferred
Job Responsibility
Job Responsibility
  • Plan, execute, direct and complete multiple financial/accounting due diligence for private equity and strategic buyers and sellers from a variety of industries
  • Develop relationships with clients and engage in effective interactions with target company executives
  • Compiling and analyzing historical financial data/financial statements provided by buyer and/or seller as well as conducting interviews with buyer or seller
  • Commenting on client sellers and client targets’ financial operating results and financial position
  • Supervise and develop skill sets of managers, seniors and associates and provide performance review feedback
  • Leads, teams and assists Partners on proposals and new business opportunities by drafting responses, participating in the proposal process, building client relationships, demonstrating knowledge of client business and communicating directly with the buyer and seller
  • Manage client expectations concerning project deliverables and deadlines and lead change efforts effectively
  • Develop and maintain strong client relationships and cross-sell services
  • Communicate (verbally and in writing) externally with clients and internally with all levels of the organization to successfully accomplish objectives portraying knowledge and confidence
  • Strong current knowledge in US GAAP, GAAS, transaction advisory services or mergers and acquisitions
What we offer
What we offer
  • Medical, Dental, and Vision Insurance on the first day of employment
  • Flexible Spending Account and Dependent Care Account
  • 401k with Profit Sharing
  • 9+ holidays and discretionary time off structure
  • Parental Leave – coverage for both primary and secondary caregivers
  • Tuition Assistance Program and CPA support program with cash incentive upon completion
  • Discretionary incentive compensation based on firm, group and individual performance
  • Incentive compensation related to origination of new client sales
  • Top rated wellness program
  • Flexible working environment including remote and hybrid options
  • Fulltime
Read More
Arrow Right
New

Transaction Advisory Services Senior Manager

Work with a nationally ranked CPA and advisory firm that is passionate for what'...
Location
Location
United States , Washington, D.C.
Salary
Salary:
150000.00 - 225000.00 USD / Year
aprio.com Logo
Aprio
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum 7+ years of experience in Audit, Finance, or Transaction Advisory Services
  • At least 3+ years in a financial due diligence or M&A-focused role
  • Strong technical knowledge of US GAAP, financial reporting, and M&A transaction processes
  • Advanced proficiency in Excel, PowerPoint, and financial analysis tools
  • Proven ability to interact confidently with senior executives, including private equity investors and C-suite leadership
  • Exceptional project management skills with the ability to lead multiple engagements under tight deadlines
  • Bachelor’s degree in Accounting or Finance
  • CPA strongly preferred
  • Strong interpersonal skills, with a commitment to developing talent and fostering team success
  • Willingness to travel up to 10%
Job Responsibility
Job Responsibility
  • Lead and manage financial due diligence engagements, including planning, execution, and delivery of client-ready work products for private equity and strategic clients
  • Analyze and assess historical financial statements, quality of earnings, working capital, and other key financial metrics
  • Develop and maintain strong relationships with clients and target company executives, serving as a primary point of contact throughout the engagement
  • Provide insights and commentary on financial performance, trends, risks, and opportunities
  • Guide and mentor engagement teams, including Managers, Senior Associates, and Associates
  • provide feedback and support professional development
  • Support business development efforts by contributing to proposals, participating in client pitches, and building long-term client relationships
  • Manage multiple client engagements simultaneously, ensuring high-quality deliverables, on-time execution, and alignment with client expectations
  • Collaborate with Aprio Partners and Directors on market strategy, client targeting, and practice initiatives
  • Actively engage in cross-functional collaboration across Aprio service lines to enhance client value and identify opportunities for additional services
What we offer
What we offer
  • Medical, Dental, and Vision Insurance on the first day of employment
  • Flexible Spending Account and Dependent Care Account
  • 401k with Profit Sharing
  • 9+ holidays and discretionary time off structure
  • Parental Leave – coverage for both primary and secondary caregivers
  • Tuition Assistance Program and CPA support program with cash incentive upon completion
  • Discretionary incentive compensation based on firm, group and individual performance
  • Incentive compensation related to origination of new client sales
  • Top rated wellness program
  • Flexible working environment including remote and hybrid options
  • Fulltime
Read More
Arrow Right
New

Transaction Advisory Services Senior Manager

Work with a nationally ranked CPA and advisory firm that is passionate for what'...
Location
Location
United States , New York
Salary
Salary:
160000.00 - 225000.00 USD / Year
aprio.com Logo
Aprio
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum 7+ years of experience in Audit, Finance, or Transaction Advisory Services, with at least 3+ years in a financial due diligence or M&A-focused role
  • Strong technical knowledge of US GAAP, financial reporting, and M&A transaction processes
  • Advanced proficiency in Excel, PowerPoint, and financial analysis tools
  • Proven ability to interact confidently with senior executives, including private equity investors and C-suite leadership
  • Exceptional project management skills with the ability to lead multiple engagements under tight deadlines
  • Bachelor’s degree in Accounting or Finance
  • CPA strongly preferred
  • Strong interpersonal skills, with a commitment to developing talent and fostering team success
  • Willingness to travel up to 10%
Job Responsibility
Job Responsibility
  • Lead and manage financial due diligence engagements, including planning, execution, and delivery of client-ready work products for private equity and strategic clients
  • Analyze and assess historical financial statements, quality of earnings, working capital, and other key financial metrics
  • Develop and maintain strong relationships with clients and target company executives, serving as a primary point of contact throughout the engagement
  • Provide insights and commentary on financial performance, trends, risks, and opportunities
  • Guide and mentor engagement teams, including Managers, Senior Associates, and Associates
  • provide feedback and support professional development
  • Support business development efforts by contributing to proposals, participating in client pitches, and building long-term client relationships
  • Manage multiple client engagements simultaneously, ensuring high-quality deliverables, on-time execution, and alignment with client expectations
  • Collaborate with Aprio Partners and Directors on market strategy, client targeting, and practice initiatives
  • Actively engage in cross-functional collaboration across Aprio service lines to enhance client value and identify opportunities for additional services
What we offer
What we offer
  • Medical, Dental, and Vision Insurance on the first day of employment
  • Flexible Spending Account and Dependent Care Account
  • 401k with Profit Sharing
  • 9+ holidays and discretionary time off structure
  • Parental Leave – coverage for both primary and secondary caregivers
  • Tuition Assistance Program and CPA support program with cash incentive upon completion
  • Discretionary incentive compensation based on firm, group and individual performance
  • Incentive compensation related to origination of new client sales
  • Top rated wellness program
  • Flexible working environment including remote and hybrid options
  • Fulltime
Read More
Arrow Right
New

Transaction Advisory Services Manager

Work with a nationally ranked CPA and advisory firm that is passionate for what'...
Location
Location
United States , Washington, D.C.
Salary
Salary:
110000.00 - 160000.00 USD / Year
aprio.com Logo
Aprio
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum 5 - 7 years of experience in Audit, Finance, or Transaction Advisory Services
  • At least 3+ years in a financial due diligence or M&A-focused role
  • Strong technical knowledge of US GAAP, financial reporting, and M&A transaction processes
  • Advanced proficiency in Excel, PowerPoint, and financial analysis tools
  • Proven ability to interact confidently with senior executives, including private equity investors and C-suite leadership
  • Exceptional project management skills with the ability to lead multiple engagements under tight deadlines
  • Bachelor’s degree in Accounting or Finance
  • CPA strongly preferred
  • Strong interpersonal skills, with a commitment to developing talent and fostering team success
  • Licensed CPA preferred
Job Responsibility
Job Responsibility
  • Lead and manage financial due diligence engagements, including planning, execution, and delivery of client-ready work products for private equity and strategic clients
  • Analyze and assess historical financial statements, quality of earnings, working capital, and other key financial metrics
  • Develop and maintain strong relationships with clients and target company executives, serving as a primary point of contact throughout the engagement
  • Provide insights and commentary on financial performance, trends, risks, and opportunities
  • Guide and mentor engagement teams, including Managers, Senior Associates, and Associates
  • provide feedback and support professional development
  • Support business development efforts by contributing to proposals, participating in client pitches, and building long-term client relationships
  • Manage multiple client engagements simultaneously, ensuring high-quality deliverables, on-time execution, and alignment with client expectations
  • Collaborate with Aprio Partners and Directors on market strategy, client targeting, and practice initiatives
  • Actively engage in cross-functional collaboration across Aprio service lines to enhance client value and identify opportunities for additional services
What we offer
What we offer
  • Medical, Dental, and Vision Insurance on the first day of employment
  • Flexible Spending Account and Dependent Care Account
  • 401k with Profit Sharing
  • 9+ holidays and discretionary time off structure
  • Parental Leave – coverage for both primary and secondary caregivers
  • Tuition Assistance Program and CPA support program with cash incentive upon completion
  • Discretionary incentive compensation based on firm, group and individual performance
  • Incentive compensation related to origination of new client sales
  • Top rated wellness program
  • Flexible working environment including remote and hybrid options
  • Fulltime
Read More
Arrow Right

Director of Park and Recreation Planning

Senior-level leadership role to develop equity-based park system plans for citie...
Location
Location
United States , Portland; Seattle; San Antonio; Brooklyn; Various California offices
Salary
Salary:
50.00 - 65.00 USD / Hour
migcom.com Logo
MIG
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in planning, urban design, parks and recreation management, recreation and tourism, geography, landscape architecture, or related field
  • Minimum of fifteen (15) or more years of experience in urban park system planning, including developing need assessments and park system master plans
  • Experience producing park plan documents
  • Demonstrated experience managing and overseeing private-sector projects, including maintaining compliance with project contracts, drafting and managing scopes budgets, maintaining schedules
  • Ability to prepare and deliver effective public presentations, lead working meetings, and speak easily and clearly in front of groups and facilitate client and stakeholder meetings
  • Ability to actively participate in marketing and business development opportunities, create proposals for prospective projects, participate in interviews, and develop and maintain potential client and partner relationships
  • Ability to develop collaborative, productive, and respectful relationships with community members, organizations, and partners
  • Excellent written and verbal communication skills
  • Software proficiency in Word, Excel, PowerPoint, and Adobe Creative Suite
  • Familiarity with park and recreation systems planning, trends, metrics and/or services
Job Responsibility
Job Responsibility
  • Work as part of a cross-office, cross-disciplinary team
  • Develop park, recreation, and open space plans for cities, counties, and park districts
  • Conduct needs assessments
  • recreation facility studies
  • trail plans
  • and strategic plans for park agencies
  • Write, develop, and analyze content to create forward-thinking plans, reports, materials, and presentations
  • Coordinate with and guide other planners, designers, and project specialists
  • Analyze and develop recommendations related to park condition, demographics, trends, community needs, level of service, park access, recreation programs and events, maintenance and operations, capital projects, and funding/implementation strategies
  • Lead planning teams to create bold, innovative, and equitable park planning and design solutions
What we offer
What we offer
  • Flexible work schedule
  • Rewarding work environment
  • Creative atmosphere
  • Professional development and career advancement opportunities
  • Comprehensive benefits program including Paid Time Off
  • 10 paid holidays
  • Medical, dental, vision insurance
  • FSA and HRA with employer contributions
  • 401K matching
  • Eligibility for overtime compensation
  • Fulltime
Read More
Arrow Right
Jobs by Category
Art and Entertainment Jobs Banking Jobs Call Center Jobs Construction Jobs Consulting Jobs Customer Service Jobs Education Jobs Energy Jobs Finance Jobs Gastronomy Jobs Health and Beauty Jobs Hospitality and Tourism Jobs Human Resources Jobs Insurance Jobs IT - Administration Jobs IT - Software Development Jobs Legal Jobs Logistics Jobs Manufacturing Jobs Marketing, Digital Marketing, SEO, SEM Jobs Media Jobs Nursing Jobs Office Administration Jobs Pharmacy Jobs Physical Work Jobs Public Relations Jobs Public Sector Jobs Purchasing Jobs Quality Control Jobs Real Estate Jobs Research and Development Jobs Sales Jobs
Job Positions Jobs by Country
United States Jobs United Kingdom Jobs India Jobs Canada Jobs Australia Jobs Germany Jobs Ireland Jobs Poland Jobs
Company
Blog About Us Contact
Follow Us
Facebook
X (Twitter)
LinkedIn
Instagram
CrawlJobs Group
ITFlashcards AllDevBlogs
© 2026 CrawlJobs Ltd. All Rights Reserved
Terms & Conditions Privacy Policy