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- Tasks: Lead US/UK tax planning for ultra-high-net-worth clients and deliver insightful advisory memos.
- Company: A top accountancy and business advisory firm in Greater London.
- Benefits: Career development opportunities in a collaborative, people-centred culture.
- Why this job: Make a real impact by advising UHNW clients and leading dynamic client relationships.
- Qualifications: Strong people management skills and US Enrolled Agent credentials required.
- Other info: Join a vibrant team focused on excellence and client success.
The predicted salary is between 43200 - 72000 £ per year.
A leading accountancy and business advisory firm in Greater London is seeking a proactive advisor to handle dual US/UK tax planning for UHNW clients. You will lead client relationships and deliver advisory memos while collaborating with a dynamic team.
Ideal candidates will have:
- Strong people management skills
- US Enrolled Agent credentials
- Extensive advisory experience
The role offers opportunities for career development in a collaborative, people-centred culture.
US/UK Private Client Lead for UHNW Tax & Advisory in London employer: BDO UK LLP
Contact Detail:
BDO UK LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land US/UK Private Client Lead for UHNW Tax & Advisory in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join relevant groups, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings.
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers or during interviews, make sure to highlight your advisory experience and how it relates to UHNW clients. Share specific examples that demonstrate your skills and knowledge.
✨Tip Number 3
Prepare for those interviews! Research the firm thoroughly and understand their culture and values. Think about how your people management skills can contribute to their team dynamics and be ready to discuss this during your interview.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it shows you’re genuinely interested in being part of our team!
We think you need these skills to ace US/UK Private Client Lead for UHNW Tax & Advisory in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the US/UK tax planning role. Highlight your advisory experience and any relevant credentials, like your US Enrolled Agent status, to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for working with UHNW clients and your people management skills. Let us know why you’re the perfect fit for our dynamic team.
Showcase Your Advisory Skills: In your application, don’t forget to mention specific examples of how you've successfully handled tax planning or client relationships in the past. We love seeing real-world applications of your expertise!
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’re considered for this exciting opportunity in our collaborative culture!
How to prepare for a job interview at BDO UK LLP
✨Know Your Tax Stuff
Make sure you brush up on both US and UK tax regulations, especially those relevant to ultra-high-net-worth clients. Being able to discuss specific tax strategies or recent changes in legislation will show that you're not just knowledgeable but also proactive.
✨Showcase Your People Skills
Since this role involves leading client relationships, be prepared to share examples of how you've successfully managed client interactions in the past. Highlight your ability to build trust and rapport, as well as any experience you have in a collaborative team environment.
✨Prepare for Scenario Questions
Expect to face scenario-based questions that assess your problem-solving skills. Think about potential challenges UHNW clients might face and how you would approach them. This will demonstrate your advisory capabilities and strategic thinking.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions that show your interest in the firm’s culture and growth opportunities. Inquire about their approach to client management or how they support career development within the team. This shows that you’re genuinely interested in being part of their dynamic culture.
