At a Glance
- Tasks: Join our Tax team to manage client portfolios and tackle complex tax issues.
- Company: BDO is a leading accountancy and business advisory firm with a global presence.
- Benefits: Enjoy agile working, career development programs, and a supportive, people-centered culture.
- Why this job: This role offers autonomy, fresh challenges, and the chance to make a real impact.
- Qualifications: We seek candidates with trust tax experience, a degree, and CTA/STEP qualifications.
- Other info: Be part of a diverse team that values collaboration and continuous learning.
The predicted salary is between 43200 - 72000 £ per year.
We’re BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today’s changing world.
We’ll broaden your horizons
Working hard and working together, our Tax team thrives on keeping busy. Friendly, driven and diverse, they service our clients across the country and around the world. By providing expertise in many different specialist areas of tax, they collaborate across BDO to deliver wider business solutions. From meeting clients’ evolving business needs to managing changes to legislation, there are always fresh challenges to face in the Tax team. If you’re after a career that will keep you on your toes, we’ll give you the autonomy to drive your career forward.
We’ll help you succeed
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.
This role is part of the management team and is responsible for assisting Partners and senior staff in servicing clients, directing Trust services and managing people within the team. Trust tax and accounting skills are essential.
The primary responsibility will be to act as a point of contact within the firm for the client together with the partner and senior staff. You will deal with all matters relating to the management of a portfolio of existing clients including billings and cash collection within the firm’s criteria but with a significant element of ad hoc consultancy work.
Key to the role is for the individual to be able to pro-actively manage their own workload, provide overall support to Partners on client matters and assist Partners in the management of the group. Furthermore, the individual will be expected to recognise business and sales opportunities and progress these forward with senior staff and Partners.
When you join us, we’ll make your growth our priority. If you can demonstrate the following skills, we can help you go far.
We’re looking for someone with:
- Proven specialist technical private client experience, and the ability to deal with complex tax issues, gained within a practice environment
- Experience providing trust, estate and charity advice to high-net-worth individuals and trustees
- An in-depth, up-to-date, knowledge of taxation including Trust and IHT related matters
- Experience of reviewing Trust accounts and associated tax aspects (e.g. relevant income and stockpiled gains tax pools)
- Experience of dealing with client senior management
- Some experience of seeking opportunities for developing new clients and for selling new services to existing clients
- Educated to degree level, and CTA and/or STEP qualified
You’ll be able to be yourself; we’ll recognise and value you for who you are and celebrate and reward your contributions to the business. We’re committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand.
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.
We’re in it together
Mutual support and respect is one of BDO’s core values and we’re proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we’ll support you at every stage in your career, whatever your personal and professional needs.
Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you’ll always have access to the people and resources you need to do your best work.
We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we’ve invested in state-of-the-art collaboration spaces in our offices. BDO’s people represent a wealth of knowledge and expertise, and we’ll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you’ll never stop learning at BDO.
We’re looking forward to the future
At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we’re always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions.
We’ve got a clear purpose, and we’re confident in our future, because we’re adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
About Us
BDO UK provides tax, audit and assurance, advisory and business outsourcing services. Our clients are Britain’s economic engine – ambitious, entrepreneurially-spirited and high‑growth businesses that fuel the economy – and the owners and management teams that lead them.
Our partners and staff are specialists in their fields and have a proactive, flexible approach to helping clients overcome the challenges they face. We aim to be as innovative and entrepreneurial as our clients. Our approach and expertise are what help us deliver exceptional client service. 95% of our clients would recommend us.
We operate from 17 locations across the UK, covering all major business centres. We employ 8,000 people who are encouraged to bring their best selves to work; taking responsibility for their work and their relationships with clients. All our people share core values that underpin both our culture and the value that we bring to our clients. Our values are also reflected in continued focus on ESG.
Our firm is distinctive and we want to preserve and build on the strengths of our culture and the characteristics that make us both successful and different. We look for people from all kinds of backgrounds who share these same qualities.
BDO LLP is a key member of the BDO global network of public accounting, tax and advisory firms. The firms have representation in 166 countries, with 115,700 people working out of over 1,776 offices worldwide. That’s BDO and we are proud to be part of it. Being part of an integrated network of firms across the world provides us with myriad opportunities for success.
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Tax Manager employer: BDO LLP
Contact Detail:
BDO LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Manager
✨Tip Number 1
Familiarize yourself with the latest tax legislation and trends, especially those related to trusts and estates. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in a constantly changing field.
✨Tip Number 2
Network with professionals in the tax advisory space, particularly those who specialize in trust services. Attend industry events or webinars to connect with potential colleagues and learn more about BDO's culture and values.
✨Tip Number 3
Prepare to discuss specific examples of how you've managed complex tax issues in previous roles. Highlight your experience with high-net-worth clients and your ability to identify business opportunities, as these are key aspects of the Tax Manager role.
✨Tip Number 4
Showcase your collaborative skills during the interview process. BDO values teamwork, so be ready to share instances where you've successfully worked with others to achieve common goals, especially in a tax-related context.
We think you need these skills to ace Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in tax management, particularly with private clients and trusts. Use specific examples that demonstrate your ability to handle complex tax issues and your experience in providing trust and estate advice.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role at BDO and how your skills align with their needs. Mention your qualifications, such as being CTA or STEP qualified, and provide examples of how you've successfully managed client portfolios in the past.
Showcase Your Soft Skills: BDO values collaboration and mutual support. Highlight your interpersonal skills and experiences where you worked effectively within a team or mentored others. This will show that you fit into their people-centered culture.
Demonstrate Your Knowledge: Include insights about current trends in tax legislation and how they impact private clients. This shows that you are proactive and knowledgeable, which is essential for the role. Mention any relevant continuing education or professional development you've pursued.
How to prepare for a job interview at BDO LLP
✨Showcase Your Technical Expertise
Make sure to highlight your specialist technical private client experience during the interview. Be prepared to discuss complex tax issues you've dealt with in the past, especially those related to Trust and IHT matters.
✨Demonstrate Client Management Skills
Since this role involves acting as a point of contact for clients, share examples of how you've successfully managed client relationships. Discuss your experience in dealing with senior management and how you’ve provided value to high-net-worth individuals and trustees.
✨Highlight Your Consultancy Experience
Given the significant element of ad hoc consultancy work in this role, be ready to talk about your experience in providing trust, estate, and charity advice. Share specific instances where you identified business opportunities and how you progressed them.
✨Emphasize Collaboration and Teamwork
BDO values mutual support and respect, so be sure to convey your ability to work collaboratively within a team. Discuss how you've contributed to team success in previous roles and how you plan to support partners and senior staff in this position.