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Tax Director - Entrepreneurial Private Wealth
Job ID #: 6275 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 jobholder will be a senior member of the London Tax Group and provide tax advisory and compliance services to a wide range of clients.

The Entrepreneurial Private Wealth team sits within Private Client Services in London.  The client base principally includes private equity executives, entrepreneurs, and management teams of private equity backed companies. 

The team are looking for a tax director to help support the team in delivering a full range of services to complex clients and contribute to the future management, growth and direction of the business. 

Expertise in one or more of the following areas (and awareness of/interest in all) will be a requirement of the role:

  • Private equity fund management, typical structures and the tax issues arising from these (in particular, carried interest and disguised investment management fee rules)

  • Residence, domicile and offshore trust matters,

  • Tax issues in relation to transactions, such as private equity acquisitions, management buy outs and those advising owner managed businesses (e.g. capital gains tax rules on entrepreneurs’ relief, reorganisations, transactions in securities and employment-related securities).

The primary responsibilities will be to lead on a portfolio of clients and related advisory projects and transactions, provide assistance to Partners in both client work and in the management of the group and to actively seek new business opportunities arising on existing and new clients.




Project/delivery involvement:

  • Act as main point of contact within the firm for clients. 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 including non-domiciled individuals and take responsibility for delivery of complex advisory projects

  • Negotiate scope, proposed fees and final fees with clients

  • Provide technical sign off and take responsibility for review and delivery of final advice to clients, subject to consultation with Partners

  • Delegation to others in the team to support advisory work and undertake compliance

  • Financial management of client portfolio and projects within the firm’s 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, and discuss with Partners, whilst exercising judgement within agreed parameters.

 

Management:

  • Provide overall support to Partners on client matters and assist Partners in the management of the group,

  • Take part in/run interviews

  • Work as part of management team with other senior staff within the business group, and provide support to the wider firm

  • Train 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

     

Business development:

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

  • Participate in bids/proposals for new work

  • Participate in networking events as required

  • Actively target new clients within an overall strategy agreed with the team

     

Communication and representation:

  • Provide an efficient and proactive service to clients and ensure that clients’ needs are fully met

  • Develop professional relationships with clients at senior level

  • Develop relationships within the firm to support other parts of the business, maximise business development opportunities and act as a liaison between the client and other specialist service groups within BDO

  • Proactively share knowledge within the firm and contribute centrally by lecturing on internal courses where appropriate

  • Work on own initiative

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




 

  • Significant experience of dealing with senior clients and complex advisory work

  • Experience advising on matters relating to private equity, transactions, residence and domicile

  • Confident reviewing legal documentation critically (e.g. articles of association or partnership agreements)

  • Staff management experience

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

  • Ability to profitably manage a client portfolio

  • Ability to manage fast moving projects to demanding deadlines

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

  • CTA and/or ACA qualified or equivalent (or legal qualifications)


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