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- Tasks: Lead tax planning and compliance for trusts, estates, and charities while advising clients.
- Company: Join BDO, a leading accountancy and business advisory firm.
- Benefits: Full-time role with opportunities for professional growth and development.
- Why this job: Become a trusted advisor and make a real impact on clients' financial futures.
- Qualifications: Degree level education, CTA and/or STEP qualified, with private client experience.
- Other info: Dynamic team environment with ambitious growth plans and project leadership opportunities.
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’re BDO, an accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world. We work with the 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.
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 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
✨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.
✨Show Off Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your specialist knowledge in tax and trusts. Share examples of how you've tackled complex issues in the past – it’ll show them you’re the go-to person they need!
✨Be Proactive
Don’t wait for job openings to come to you. Reach out to companies you admire, like BDO, and express your interest in working with them. Sometimes, creating your own opportunity is the best way to land that dream job!
✨Apply Through Our Website
Make sure to apply directly through our website for the best chance at landing the role. It shows you're genuinely interested and gives us a clear view of your application. Plus, we love seeing candidates who take that extra step!
We think you need these skills to ace Tax Associate Director – Inheritance & Trust Specialist
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, estates, and inheritance tax matters. We want to see how your background aligns with our needs!
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. Let us know what makes you the perfect fit for BDO.
Showcase Your Technical Skills: We’re looking for someone with strong technical expertise. Be sure to mention any relevant qualifications like CTA or STEP, and provide examples of complex tax issues you've successfully navigated in the past.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to see what you bring to the table!
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-related matters. Be prepared to discuss complex tax issues and demonstrate your understanding of the latest regulations. 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
Since the role involves leading projects, think of specific examples from your past experience where you've successfully managed projects or teams. Be ready to explain how you guided less experienced colleagues and what strategies you used to ensure success. This will highlight your leadership skills and ability to collaborate effectively.
✨Build Relationships
BDO values strong relationships with clients, so be prepared to discuss how you've built trust with clients in previous roles. Share stories about how you've advised clients on their tax affairs and how you’ve identified opportunities for additional services. This will demonstrate your client-centric approach and ability to be a trusted advisor.
✨Ask Insightful Questions
Prepare thoughtful questions about BDO's Private Client Team and their growth plans. Inquire about the challenges they face in tax planning and compliance, or how they envision the future of their services. This shows your genuine interest in the role and helps you understand if it’s the right fit for you.
