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Senior Tax Manager – Family Private Wealth
Job ID #: 6444 Location: London
Business area: Tax Job category: Tax
Employment type: Full Time - Permanent Qualification level: Not Specified
Duration of contract: Not Indicated



BDO. Because relationships matter.

BDO LLP is one of the UK’s largest accountancy and business advisory firms providing services to ambitious businesses within the UK and worldwide. With more than 3,500 talented people, generating close to £400m in UK revenues, we bring real leadership across the mid-market. We are a member of BDO International, which has more than 1,260 offices worldwide, spread across 147 countries. We are a profitable, dynamic and forward-looking firm with a reputation for quality. Our ambition is to be the leader for exceptional client service.

At BDO you can be yourself - we value you as an individual and want you to realize your aspirations. You have a voice and your opinion counts. We give you the challenge and support you need and you are able to shape your own career according to your strengths, skills and personality. Working at BDO enhances your professional development at all stages of your career. Few firms offer the same breadth and quality of work, responsibility and experience. We recognize and reward your high performance and you have the opportunity to excel, progress and share in our success. We are clear on what we expect from you and what you can expect in return.

Being at BDO is personally as well as professionally fulfilling. Relationships matter, and we have a friendly and inclusive culture built around our core values of honesty and integrity; empowerment and personal responsibility; mutual support and respect; and professional and personal client relationships.




This role will provide Tax compliance and advisory services to a wide range of clients. The  Family Private Wealth team sits within Private Client Services in London.  The client base includes wealthy UK and non-UK domiciled individuals, their families and trustees.  The team are looking for a senior tax manager to support the team in delivering a full range of services to complex clients.  A board knowledge of personal tax  trust matters will be a key requirement of the role.

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/Principals/Partners in both client work and in promoting the teams services in the internal and external market places . 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 Partner informed about, any new business opportunities arising on existing and new clients.  So a willingness to help grow the teams business is key.




Project involvement:

  • Act as a key point of contact within the firm for the client, together with the Partner/Principal/Director. 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

  • Manage a portfolio of clients  and take responsibility for project delivery

  • Manage control of billings and cash collection within the firms criteria

  • Review of work prepared by more junior members of staff

  • Liaise with HMRC

  • Ensure assignments are completed within agreed budgets and keep client/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

  • Identify risk and technical matters, as well as selling opportunities, to the senior team, whilst exercising judgement within agreed parameters.

Management:

  • Provide overall support to Partners on client matters and assist Partners in the management of the group, this will include support at times for the recruitment and management of staff

  • Work as part of management team with other Tax managers within the business group, and provide support to the rest of the Tax team

  • Actively participate in the management of the group through Partner/Manager meetings and by attendance at social functions where appropriate

  • Trainmore junior staff both on the job and through monitoring exam and on the job performance, whilst consistently providing feedback

  • Counsel, appraise, develop and motivate staff as appropriate

Sales and Marketing:

  • Recognise business development opportunities and inform and work with the Partner and the client to develop these when they arise

  • Participate in bids/proposals for new work

Communication and representation:

  • Develop professional relationships with clients and within the firm

  • Act as a liaison between the client and other specialist service groups within BDO

  • Contribute centrally by lecturing on internal courses where appropriate

  • Work on own initiative

  • Consult with colleagues and Partners on technical and risk matters.




 

  • Experience of advising on matters relating to general UK planning including the use of trusts

  • Staff management experience

  • Maintain an in depth, up to date, knowledge of taxation

  • Ability to profitably manage a client portfolio

  • To actively seek opportunities for developing new clients and for selling new services to existing clients

  • Experience of dealing direct with clients

  • CTA and/or ACA qualified or equivalent

  • Demonstrable post qualified experience

  • A willingness to develop a personal network of references.


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