At a Glance
- Tasks: Lead tax advisory for UHNW families, managing trusts and estates with a proactive approach.
- Company: Join BDO, a leading accountancy and business advisory firm focused on entrepreneurial growth.
- Benefits: Agile working, career development programmes, and a supportive, people-centred culture.
- Other info: Collaborative environment with opportunities for continuous learning and professional growth.
- Why this job: Make a real impact by advising high-profile clients and developing your expertise in tax matters.
- Qualifications: US Enrolled Agent (EA) and ATT qualifications required; strong experience with trusts and estates.
The predicted salary is between 80000 - 100000 £ per year.
We're BDO, an accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy, directly advising the owners and management teams that lead them.
Our rapidly growing Private Client Team manages funds, businesses and trusts of individuals, families and entrepreneurs. 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.
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, which grows from a thorough understanding of their business. You'll be someone who is comfortable working pro-actively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners.
You will have:
- US Enrolled Agent (EA) and ATT qualifications required as a minimum.
- A broad base of US and UK private client experience working with UHNW families and their family offices.
- Strong experience advising in the trusts and estates specialist area and working with trustees and wealth advisory teams on taxation considerations.
- Experience and ability to lead projects in resolving US and foreign trust matters for settlors and beneficiaries.
- The passion to develop and lead a specialist trust and estate group within the US/UK Private Client practice.
Responsibilities include:
- Signing out tax Forms 1040, 1040NR, 3520's etc.
- Leading client relationships with a proactive advisory approach.
- A reputation in the marketplace and familiarity working with lawyers, wealth advisers and other professionals that support UHNW individuals.
- In-depth experience working with families on dual US/UK succession planning, including advising on trusts, alternate structuring, and estates.
- Wide experiences with the use of the UK/US treaty in detail.
- Advanced understanding of complex foreign tax credit scenarios and planning solutions.
- A strong understanding of pre US and pre UK residency tax planning.
- Experience of presenting internally and externally on topics pertinent to US PCS tax matters.
- The ability to form strong collaborative relationships with other teams in projects.
- A desire for continual learning and assisting in training junior members of the team.
- Good people management skills and an ability to actively support and influence improvements in efficiencies.
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. Mutual support and respect is one of BDO's core values, and we're proud of our distinctive, people-centred culture.
Our agile working framework helps us stay connected, bringing teams together where and when it counts. We know that collaboration is key to creating value for the companies we work with and satisfying experiences for our colleagues.
US/UK Tax Director - Trust and Estate Specialist in London employer: Adzuna
At BDO, we pride ourselves on being an exceptional employer, offering a dynamic work culture that values collaboration and personal growth. Our commitment to agile working allows you to tailor your work environment to suit your needs, while our extensive career development programmes ensure you have the support and resources to achieve your professional ambitions. Join us in our vibrant offices, where you'll be part of a team that celebrates diversity and fosters strong relationships with clients, making a meaningful impact in the world of tax advisory for high-net-worth individuals and families.
StudySmarter Expert Advice🤫
We think this is how you could land US/UK Tax Director - Trust and Estate Specialist in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. Building relationships can open doors that a CV just can't.
✨Tip Number 2
Show off your expertise! When you get the chance to chat with someone from BDO or any other firm, make sure to highlight your experience with trusts and estates. Share specific examples of how you've helped clients navigate complex tax situations – it’ll make you stand out!
✨Tip Number 3
Be proactive! If you see an opportunity to help someone or a gap in their service, don’t hesitate to speak up. BDO values initiative, so showing that you can identify and act on opportunities will definitely catch their attention.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, you’ll find all the latest roles and updates there, so keep checking back for new opportunities that match your skills.
We think you need these skills to ace US/UK Tax Director - Trust and Estate Specialist in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the job description. Highlight your US and UK private client experience, especially in trusts and estates, to show us you're the right fit for the role.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about working with UHNW families and how your advisory experience can benefit our clients. Be genuine and let your personality come through.
Showcase Your People Skills:Since this role involves building strong relationships, make sure to highlight your people skills in your application. Share examples of how you've successfully collaborated with clients and colleagues in the past.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us during the process!
How to prepare for a job interview at Adzuna
✨Know Your Stuff
Make sure you brush up on your US and UK tax laws, especially around trusts and estates. Familiarise yourself with the latest regulations and how they impact UHNW families. This will show that you're not just qualified but also genuinely interested in the role.
✨Build Rapport
Since this role involves a lot of client interaction, practice your people skills. Think about how you can connect with clients on a personal level while maintaining professionalism. Prepare some examples of how you've built strong relationships in the past.
✨Show Your Leadership Skills
Be ready to discuss your experience leading projects and teams. Highlight specific instances where you've successfully managed complex tax matters or guided junior team members. This will demonstrate your capability to lead within the Private Client Team.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to client relationships and how they support their employees' growth. This shows that you're not only interested in the position but also in how you can contribute to the company's success.
