Private Client Tax Principal

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 manage 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.

We’ve established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You’ll need excellent people skills and strong technical ability as you visit clients across the world. In return, you’ll have unparalleled access to partners and opportunities to develop your career in many different directions as you 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, 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. You’ll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with.

You’ll be able to be yourself; we’ll recognise and value you for who you are and celebrate and reward your contributions to the business. We’re committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand.

At BDO, we’ll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development.

• Has an in depth, up to date knowledge of taxation with experience of advising high net worth individuals, their families and wealth protection structures.

• Has strong experience and the ability to lead projects 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.

• Experience advising in the trusts and estates specialist area and working with trustees and wealth advisory teams on the tax considerations

• Has experience of managing a complex portfolio of clients including taking control of client take-on and engagement, commercial management and identification of new opportunities.

• Has an understanding of potential risks to the firm arising from various aspects of client engagement.

• Can guide and supervise less experienced colleagues.

• Can support, train, mentor and advise others.

• Will challenge current practice – driving improvements and championing change.

• Takes personal responsibility for own decisions and actions and those of others.

• Leads projects of varying scale and complexity.

• CTA and/or ACA qualified or equivalent.

• Consult with colleagues and Partners on technical and risk matters. Operate at the highest level of technical excellence and knowledge.

Mutual support and respect is one of BDO’s core values and we’re proud of our distinctive, people‑centred culture. From informal success conversations to formal mentoring and coaching, we’ll support you at every stage in your career, whatever your personal and professional needs.

Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At…