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- Tasks: Manage trust tax compliance and provide expert advice to high net worth clients.
- Company: Join BDO, a leading accountancy and business advisory firm.
- Benefits: Agile working, mentoring, and access to state-of-the-art resources.
- Why this job: Make a real impact while developing your career in a supportive environment.
- Qualifications: Experience in trust tax, staff management, and CTA/STEP qualified.
- Other info: Dynamic team culture with opportunities for continuous learning and growth.
The predicted salary is between 36000 - 60000 £ per year.
BDO UK is an accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy.
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 to become their trusted advisor and oversee their tax affairs in line with their goals.
Our Trust Tax team offers a plethora of carefully tailored services to a varied range of clients – from UK and offshore Trusts, Charities and Estates, to entrepreneurs and entertainers. Our expertise plays an integral part of a family's overall tax planning strategy.
This role involves 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 other senior staff. You will manage a portfolio of existing clients including billings and cash collection within the firm's criteria.
Key responsibilities include:
- Experience in providing trust and estate advice to high net worth individuals (experience with 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, offering everyone the opportunity to work in ways that suit them, their teams, and the task at hand. At BDO, we support you in achieving your personal goals and career ambitions, with 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 pride ourselves on our distinctive, people-centred culture. Our agile working framework helps us stay connected, bringing teams together to share ideas and help one another.
Trust Tax Assistant Manager/ Manager in Birmingham employer: BDO UK
Contact Detail:
BDO UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Tax Assistant Manager/ Manager in Birmingham
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can open doors that a CV just can't.
✨Ace the Interview
Prepare for your interviews by researching common questions and practicing your answers. But don’t just rehearse; think about how you can showcase your trust tax knowledge and experience with high net worth clients. Be ready to discuss real-life scenarios!
✨Follow Up
After an interview, send a quick thank-you email to express your appreciation for the opportunity. It shows professionalism and keeps you fresh in their minds. Plus, it’s a great chance to reiterate your enthusiasm for the role!
✨Apply Through Our Website
When you find a role that excites you, apply directly through our website. It not only streamlines the process but also shows your genuine interest in joining BDO. We’re eager to see what you bring to the table!
We think you need these skills to ace Trust Tax Assistant Manager/ Manager in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trust Tax Assistant Manager/Manager role. Highlight your experience with high net worth individuals and any relevant qualifications like CTA or STEP. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about trust tax and how you can contribute to our Private Client Team. Be genuine and let your personality come through – we love that!
Showcase Your People Skills: Since this role involves building strong relationships with clients, make sure to highlight your people skills in your application. Share examples of how you've successfully managed client relationships in the past – we value those experiences!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details you need about the role right there!
How to prepare for a job interview at BDO UK
✨Know Your Trust Tax Stuff
Make sure you brush up on your trust tax knowledge before the interview. Understand the complexities of trust and estate advice, especially for high net worth individuals. Being able to discuss specific cases or scenarios will show that you're not just familiar with the theory but can apply it in practice.
✨Show Off Your People Skills
Since this role involves building strong relationships with clients, be prepared to demonstrate your people skills. Think of examples where you've successfully managed client relationships or resolved conflicts. This will highlight your ability to be a trusted advisor, which is key for the position.
✨Prepare for Technical Questions
Expect some technical questions related to trust accounts and tax compliance. Review common issues and solutions in trust tax management, and be ready to explain your thought process. This will help you stand out as someone who can handle complex challenges.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the types of clients you'll be working with, or how BDO supports career development. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
