Personal Tax Manager

Ideas | People | Trust

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 unincorporated businesses, partnerships, trusts, individuals and their wider families, including working with many successful entrepreneurs. Alongside solving a constantly evolving range of technical challenges, the role involves 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.

Although based in Edinburgh/Glasgow, you will be part of our National Private Client Team, a key part of our wider Scotland Tax Team, supported by our North regional offices and national expertise. You’ll have access to a strong global network that is recognised as a leader especially in looking after high net worth individuals, entrepreneurs and owner‑managed businesses. Excellent people skills and strong technical ability are required, as you will meet clients across the UK and work across a truly diverse portfolio of global clients.

Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, which comes from working closely with them and building long‑lasting relationships. You’ll be someone capable of working pro‑actively, managing your own tasks, collaborating with peers and senior leadership, and communicating regularly with BDO’s Partners to help clients effectively. We encourage you to draw attention to opportunities, both with existing clients and prospects for enhancing our delivery and providing additional services.

• Educated to degree level, and/or CTA and/or ACA qualified or equivalent.
• Has demonstrable post‑qualified experience.
• Can guide and supervise less experienced colleagues, support, train, mentor and advise others in your area.
• Takes personal responsibility for own decisions and actions and those of others.
• Lead projects of limited scale or complexity.

• Has experience of managing a portfolio of clients including control of client take‑on and engagement, billings and identification of new opportunities.
• Is able to provide private client compliance and advisory services to a wide range of clients using resources from a shared service team.
• Has an understanding of potential risks to the firm arising from various aspects of client engagement.

• Looking after a portfolio of private clients with complex needs, considering and anticipating their needs while working closely with senior managers, directors and partners to deliver a client‑centric service.
• Reviewing work completed by junior members of the team.
• Assisting senior members of our team with the development of targets to ensure continued growth of the business.
• Assisting senior members of our team with more complex client work.
• Controlling WIP, recoveries and billing.
• Identifying risk and technical matters, as well as business development opportunities to the Director/Partner.
• Ensuring that the firm’s quality control procedures are adhered to.

We offer a wide range of core and voluntary benefits, including:

• Health and Wellness programmes to promote a positive working environment.
• A Group Personal Pension Plan with matched employer contributions.
• Access to private medical treatment for you and your family.
• Income Protection Plan providing a proportion of your basic salary if you suffer a loss of earnings because of illness or injury.
• Holidays – you can purchase up to 10 days of additional leave.
• Bike‑to‑work scheme – a convenient, environmentally friendly and tax‑effective way to travel to and from work.