Personal Tax Manager in Edinburgh

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 the companies that are Britain’s economic engine – ambitious, entrepreneurially-spirited and high‑growth businesses that fuel the economy - and directly advise the owners and management teams that lead them.

Our rapidly growing Private Client Team manage unincorporated businesses, partnerships, trusts, individuals and their wider families, including working with many successful entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team involves 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.

Whilst this role is Edinburgh/Glasgow based, you will form part of our National Private Client Team, a key part of our wider Scotland Tax Team, supported by our North regional offices and national expertise. We’ve established a strong global network that is recognised as a leader especially in looking after high net worth individuals, entrepreneurs and owner-managed businesses. You’ll need excellent people skills and strong technical ability as you meet clients across the UK.

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. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You’ll be someone who is both comfortable working pro-actively and managing your own tasks, as well as confident collaborating with others and communicating regularly with your peers, senior managers, directors, and BDO’s partners to help clients effectively. You’ll be encouraged and supported to draw attention to opportunities, both with existing clients and prospects for enhancing our delivery and providing additional services.

We are looking for someone who:

• Has experience of managing a portfolio of clients including control of client take-on and engagement, billings and identification of new opportunities.
• Is able to provide private client compliance and advisory services to a wide range of clients using resource from a shared service team.
• Has an understanding of potential risks to the firm arising from various aspects of client engagement.

You’ll be someone who:

• Is educated to degree level, and/or CTA and/or ACA qualified or equivalent.
• Has demonstrable post qualified experience.
• Can guide and supervise less experienced colleagues.
• Can support, train, mentor and advise others in own area.
• Takes personal responsibility for own decisions and actions and those of others.
• Lead projects of limited scale or complexity.

As part of your role you will be involved in:

• Looking after a portfolio of private clients with complex needs and considering and anticipating their needs, working closely with senior managers, directors and partners delivering a client-centric service.
• Reviewing work completed by junior members of the team.
• Assisting senior members of our team with the development of targets to ensure continued growth of the business.
• Assisting senior members of our team with more complex client work.
• Controlling WIP, recoveries and billing.
• Identifying risk and technical matters, as well as business development opportunities to the Director/Partner.
• Ensuring that the firm’s quality control procedures are adhered to.

We’re committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your clients, 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.

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.

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.