At a Glance
- Tasks: Manage a diverse portfolio of clients and provide expert tax compliance and advisory services.
- Company: Dynamic firm with a focus on client relationships and professional growth.
- Benefits: Competitive salary, career development opportunities, and a supportive work environment.
- Other info: Opportunity to mentor junior staff and lead projects while championing change.
- Why this job: Make a real impact by guiding clients through complex tax matters and driving improvements.
- Qualifications: Degree level education and relevant qualifications with strong technical expertise in private client tax.
The predicted salary is between 60000 - 80000 £ per year.
Role Overview
This role will provide Tax compliance and advisory services to a wide range of clients. The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients. You will also provide assistance to Director/Partners in both client work and in the management of the group and on occasions the practice. Will be involved in special assignments on an ad hoc basis. A key part of the role requires the individual to actively seek, and keep the Director/Partner informed about, any new business opportunities arising on existing and new clients.
Responsibilities
- To act as a key point of contact within the firm for the client, together with the Partner.
- This will involve responding quickly to, as well as anticipating, client requests/needs, keeping clients informed of progress in relation to all aspects of the service provided, and maintaining regular contact with clients.
- There will be an expectation that you will take full responsibility for project delivery on their portfolio.
- Have a strong understanding of the technical complexities that our clients face and be able to provide clear, concise and practical advice.
- Manage a portfolio of clients including control of billings and cash collection within the firm's criteria.
- Review of work prepared by more junior members of staff.
- Liaise with HMRC.
- To ensure assignments are completed within agreed budgets and keep client/Director/Partner informed of overruns and plan staff assignments in order to give an appropriate spread of experience.
- Ensure that the firm’s quality control procedures are adhered to including second partner review.
- Identify risk and technical matters, as well as selling opportunities, to the Director/Partner, whilst exercising judgement within agreed parameters.
Requirements
- Educated to degree level, and/or CTA and/or ACA qualified or equivalent.
- Demonstrable post qualified experience.
- Strong technical ability in the field of private client.
- Guide and supervise less experienced colleagues.
- Support, train, mentor and advise others in own area.
- Challenge current practice – driving improvements and championing change.
- Take personal responsibility for own decisions and actions and those of others.
- Lead projects of limited scale or complexity.
Private Client Tax Senior Manager employer: BDO UK
As a Private Client Tax Senior Manager at our firm, you will thrive in a dynamic and supportive work environment that prioritises professional growth and development. We offer competitive benefits, a collaborative culture, and the opportunity to work closely with experienced Directors and Partners, ensuring you are well-equipped to manage a diverse portfolio of clients while driving meaningful change within the practice. Our commitment to employee advancement and a strong focus on client relationships makes us an exceptional employer for those seeking a rewarding career in tax advisory services.
