At a Glance
- Tasks: Lead tax compliance and advisory services for private clients, ensuring top-notch project delivery.
- Company: Join a leading firm known for its supportive culture and professional growth.
- Benefits: Enjoy competitive salary, flexible working options, and opportunities for career advancement.
- Other info: Be part of a dynamic team that values innovation and personal development.
- Why this job: Make a real impact by guiding clients through complex tax matters and mentoring junior staff.
- Qualifications: Degree or relevant qualifications with experience in private client tax and team leadership.
The predicted salary is between 55000 - 70000 £ per year.
This role provides Tax compliance and advisory services to a wide range of private client stakeholders, focusing on portfolio management, client service delivery, and team leadership within BDO’s Tax practice.
Responsibilities
- Act as primary client point of contact alongside Partners, responding to requests, providing updates, and maintaining regular contact.
- Take full responsibility for project delivery across the portfolio, ensuring technical accuracy and clear, concise advice.
- Manage the client portfolio, including billing and cash collection within firm criteria.
- Review work prepared by junior staff and liaise with HMRC as required.
- Ensure assignments are completed within agreed budgets, monitoring overruns and allocating staff appropriately.
- Adhere to firm quality control procedures, including second partner review.
- Identify risk and technical matters and potential selling opportunities, reporting to Director/Partner.
- Provide overall support to directors and partners on client matters and assist in group management, including recruitment and staff management.
- Participate in management team meetings and contribute to group strategy.
- Train, mentor, appraise and motivate junior staff, providing consistent feedback.
- Recognise and pursue business development opportunities in collaboration with Director/Partner and clients.
- Participate in bids and proposals for new work.
- Represent the firm to clients at senior level, liaising with specialist service groups within BDO.
- Deliver presentations on internal courses and work independently when required.
- Consult with colleagues and leadership on technical and risk matters.
Requirements
- Degree level education and/or CTA and/or ACA qualification, or equivalent.
- Post‑qualified experience with demonstrable expertise in private client tax matters.
- Strong technical ability and ability to provide clear, practical advice.
- Experience supervising and mentoring junior colleagues.
- Capability to challenge current practice, drive improvements and champion change.
- Personal responsibility for decisions and actions, including those of team members.
- Ability to lead projects of limited scale or complexity.
Private Client Tax Senior Manager in Suffolk employer: Job Search Place Limited
At BDO, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Ipswich. Our commitment to employee growth is evident through comprehensive training programmes and mentorship opportunities, ensuring that our team members thrive both personally and professionally. With a focus on work-life balance and a supportive environment, we empower our Private Client Tax Senior Managers to lead impactful projects while enjoying the unique advantages of working in a vibrant community.
