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- Tasks: Manage tax affairs for individuals and businesses, providing expert advice on trusts and inheritance.
- Company: Join BDO, a leading accountancy and business advisory firm with a focus on growth.
- Benefits: Competitive salary, professional development, and opportunities to work with high-growth businesses.
- Why this job: Become a trusted advisor and tackle complex tax challenges in a dynamic environment.
- Qualifications: Proven experience in private client tax, with strong project leadership skills.
- Other info: Opportunity for career growth and to make a real impact in the Private Client Team.
The predicted salary is between 36000 - 60000 £ per year.
Join to apply for the Tax Associate Director – Inheritance & Trust Specialist role at BDO UK. We are an accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world.
We work with 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 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.
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 proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO’s partners to help businesses effectively. You’ll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with.
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.
We’re looking for someone who:
- Has proven specialist technical private client experience, and the ability to deal with complex tax issues, gained within a practice environment.
- Has strong experience and the ability to lead projects, with support from senior members of the team, in succession planning for multi-generational families and provide support to the wider private client team as a technical expert on a wide range of inheritance tax matters.
- Has an in-depth, up-to-date knowledge of taxation, including Trust and IHT related matters.
- Experience of reviewing Trust accounts and associated tax aspects.
- Experience advising in the trusts and estates specialist area and working with trustees and wealth advisory teams on the tax considerations.
- Experience of dealing with client senior management.
- Can guide and supervise less experienced colleagues.
- Some experience of seeking opportunities for developing new clients and for selling new services to existing clients.
- Staff management experience.
- Leads projects of varying scale and complexity.
- Educated to degree level, and CTA and/or STEP qualified.
- Consult with colleagues and Partners on technical and risk matters. Operate at the highest level of technical excellence and knowledge.
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Accounting / Auditing and Finance
Industries: Accounting
Tax Associate Director – Inheritance & Trust Specialist in London employer: BDO UK
Contact Detail:
BDO UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Associate Director – Inheritance & Trust Specialist in London
✨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 the company and practising common questions. Think about how your experience aligns with their needs, especially in tax planning and compliance. Show them you’re not just another candidate, but the one they need!
✨Follow Up
After an interview, send a quick thank-you email to express your appreciation for the opportunity. It’s a simple gesture that keeps you fresh in their minds and shows your enthusiasm for the role.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at BDO.
We think you need these skills to ace Tax Associate Director – Inheritance & Trust Specialist in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Tax Associate Director role. Highlight your experience with trusts and estates, and showcase any relevant projects you've led. We want to see how your skills align with what we do at BDO!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about tax planning and how you can contribute to our Private Client Team. Be genuine and let your personality come through – we love that!
Showcase Your Technical Expertise: In your application, don’t shy away from discussing your technical knowledge of inheritance tax and trust matters. We’re looking for someone who can navigate complex issues, so make sure to highlight your experience in this area.
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 Tax Stuff
Make sure you brush up on your knowledge of inheritance tax and trust regulations. Be prepared to discuss complex tax issues and demonstrate your understanding of the latest changes in legislation. This will show that you're not just a candidate, but a potential expert who can add value to their team.
✨Showcase Your Project Leadership
Be ready to share examples of projects you've led, especially those involving succession planning for multi-generational families. Highlight your ability to manage tasks independently while also collaborating with senior managers. This will illustrate your proactive approach and leadership skills.
✨Build Relationships
Since this role involves building strong relationships with clients, think of ways to demonstrate your interpersonal skills. Share experiences where you've successfully advised clients or worked closely with teams. This will help them see you as someone who can become a trusted advisor.
✨Spot Opportunities
Prepare to discuss how you've identified opportunities for enhancing service delivery in previous roles. Think about times when you've successfully developed new clients or services. This will show that you're not just focused on the task at hand, but also on the bigger picture and growth potential.
