At a Glance
- Tasks: Assist in managing client portfolios and provide expert trust tax advice.
- Company: Join BDO, a leading accountancy and business advisory firm.
- Benefits: Agile working, career development support, and a people-centred culture.
- Why this job: Make a real impact by advising high-growth businesses and individuals.
- Qualifications: Experience in trust tax, strong people skills, and CTA/STEP qualification preferred.
- Other info: Dynamic environment with opportunities for personal and professional growth.
The predicted salary is between 36000 - 60000 ยฃ per year.
We are BDO, an accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine โ ambitious, entrepreneurially-spirited and highโgrowth businesses that fuel the economy - and the owners and management teams that lead them.
Our rapidly growing Private Client Team manages funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, 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.
We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. 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.
Our Trust Tax team offers a plethora of carefully tailored services to an equally varied range of clients โ from UK and offshore Trusts, Charities and Estates, to entrepreneurs, entertainers and more. Part of the Private Client Services team, our expertise plays an integral part of a family's overall tax planning strategy.
Here, you'll have the opportunity to expand and strengthen your skillset and gain an invaluable insight into the wider Tax business within BDO. You'll be supported to develop your career and help others do the same, all while undertaking an exciting, varied workload for a broad range of clients.
This role is part of the team responsible for assisting Partners, Directors and other senior staff in servicing clients, directing Trust services and managing people within the Trust team. Trust tax knowledge is essential as is a wider knowledge of personal taxation.
The primary day-to-day responsibility will be to act as a point of contact within the firm for the client together with the other 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.
Key to the role is for the individual to be able to pro-actively manage their own workload, provide overall support to Senior Managers and Directors on client matters and assist Directors in the management of the day-to-day delivery of all trust tax compliance and trust accounts work.
You will be someone with:
- Experience in providing trust and estate advice to high net worth individuals (experience of charity clients is a plus but not essential).
- Proven specialist technical private client experience, and the ability to deal with complex trust tax issues, gained within a practice environment.
- Experience of reviewing Trust accounts and associated tax accounting aspects (e.g. computing tax pools).
- Experience of dealing with HNW clients.
- Staff management experience.
- CTA and/or STEP qualified (or equivalent).
We are committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task in 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.
We can provide the best support for our clients and people when we're working side by side. 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 our clients and satisfying experiences at work, 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 them. Across 17 UK locations, we are 6,500 unique minds coming together to help our clients reach 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.
Tax Assistant Manager in Manchester employer: BDO UK LLP
Contact Detail:
BDO UK LLP Recruiting Team
StudySmarter Expert Advice ๐คซ
We think this is how you could land Tax Assistant Manager in Manchester
โจTip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Tax Assistant Manager role.
โจTip Number 2
Practice your pitch! You never know when you'll meet someone who could help you land a job. Have a quick summary of your skills and experience ready to go, so you can impress them on the spot.
โจTip Number 3
Research the company inside out. Know their values, recent projects, and what makes them tick. This will not only help you in interviews but also show that you're genuinely interested in working with them.
โจTip Number 4
Apply through our website! We make it super easy for you to find and apply for roles like the Tax Assistant Manager. Plus, it shows you're serious about joining our team at BDO.
We think you need these skills to ace Tax Assistant Manager in Manchester
Some tips for your application ๐ซก
Tailor Your Application: Make sure to customise your CV and cover letter for the Tax Assistant Manager role. Highlight your experience with trust and estate advice, and show how your skills align with what weโre looking for at BDO.
Showcase Your People Skills: Since this role involves building strong relationships with clients, donโt forget to mention your excellent people skills. Share examples of how you've successfully managed client relationships in the past.
Be Clear and Concise: When writing your application, keep it clear and to the point. Use straightforward language and avoid jargon. We want to see your personality shine through, so let us get to know you!
Apply Through Our Website: We encourage you to apply directly through our website. Itโs the best way to ensure your application gets to the right people. Plus, youโll find all the info you need about the role and our company there!
How to prepare for a job interview at BDO UK LLP
โจKnow Your Tax Stuff
Make sure you brush up on your trust tax knowledge and personal taxation. Be ready to discuss complex trust tax issues and showcase your experience with high net worth clients. This is your chance to demonstrate your technical expertise, so donโt hold back!
โจShow Off Your People Skills
Since this role involves building strong relationships with clients, practice how you'll communicate effectively. Think of examples where you've successfully managed client relationships or resolved conflicts. Being personable can set you apart from other candidates.
โจPrepare for Scenario Questions
Expect questions that ask how you would handle specific situations, especially related to managing a portfolio of clients or dealing with trust accounts. Prepare some scenarios from your past experience that highlight your problem-solving skills and ability to manage workloads.
โจAsk Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the team dynamics, career development opportunities, or the types of clients youโll be working with. This shows your genuine interest in the role and helps you assess if itโs the right fit for you.