TRUST TAX MANAGER - BDO

Ideas | People | Trust

We’re BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today’s changing world.

We’ll broaden your horizons

Working hard and working together, our Tax team thrives on keeping busy. Friendly, driven and diverse, they service our clients across the country and around the world. By providing expertise in many different specialist areas of tax, they collaborate across BDO to deliver wider business solutions. From meeting clients’ evolving business needs to managing changes to legislation, there are always fresh challenges to face in the Tax team. If you’re after a career that will keep you on your toes, we’ll give you the autonomy to drive your career forward.

We’ll help you succeed

Our award winning Private Client Services team offers a carefully tailored range of service for high net worth individuals and trustees to help them manage their global tax and other issues proactively and seamlessly. The team acts for a broad range of clients including families, business leaders, and members of private equity firms, entrepreneurs and entertainers among others.

This role will primarily provide inheritance tax and Trust advisory services to a wide range of UK and offshore Trusts, Charities and Estates. The primary responsibility will be to deal with all advisory matters relating to a portfolio of clients. You will also provide assistance to Director/Principals/Partners in both client work and in the management of the group.

A key part of the role will be to support and be involved in the continued growth of PCS advisory work and will require the individual to actively seek, and keep the Partner informed about, any new business opportunities arising on existing and new clients.

You will be responsible for:

Responsible for all IHT and trust advisory matters of the clients, working with Directors/Principals/Partners. Advise on a range of tax matters, succession planning and restructuring projects in the UK, as well as preparing complex UK tax computations and returns
Manage a portfolio of clients including control of billings, and identification of opportunities to improve recoveries, together with cash collection.
To assist the trainees with technical and procedural matters which will enable them to develop supervisory skills
Develop professional relationships with clients, intermediaries and within the Firm and adapt the approach for the relevant audience.
Meet and communicate in writing / orally with clients, intermediaries and HMRC
To ensure assignments are completed within agreed budgets and keep client / Partner informed of overruns
Identify risk and technical matters, as well as business development opportunities, to the Manager/ Partner, whilst exercising judgement within agreed parameters
Ensure that the firm’s quality control procedures are adhered to as appropriate
Participate in business development activity relating to new work as requested

When you join us, we’ll make your growth our priority. If you can demonstrate the following skills, we can help you go far. We’re looking for someone with:

An in depth, up to date, knowledge of taxation with specialist IHT and trust knowledge and the ability to deal with complex tax issues
Experience providing tax advisory and compliance services to UK and offshore trusts, including preparing / reviewing tax returns, accounts, Trust Register and FATCA/CRS reporting.
Project and staff management experience
Ability to manage a substantial client portfolio profitably whilst being able to actively seek opportunities for developing new clients and for selling new services to existing clients
Ability to prepare proposals for new work, including researching target clients and on technical issues to identify new solutions
Experience of dealing with clients and third parties
Educated to degree level and CTA qualified or equivalent
Demonstrable post qualified experience
We’re in it together

At BDO, we believe that when our people feel valued and rewarded, their potential is unlimited. We offer highly competitive starting salaries and review remuneration packages regularly to ensure that our pay always positively reflects performance. As well offering support with tuition and professional qualifications, we also provide the following benefits, as standard:

28 days’ holiday;
private medical - employee cover
access to a personal pension scheme, with matched employer contributions;
life assurance cover;
and income protection insurance.

That’s not all. We understand that everyone is different so, we offer a range of voluntary benefits to suit every lifestyle. Our flexible benefits platform, Flexcel, means our people can choose from a range of tax efficient options to design a benefit package that best suits them. Through Flexcel, they can:

buy up to ten days’ extra holiday;
add on private medical, personal accident, dental insurance or travel insurance;
enrol in our Bike to Work scheme;
enjoy discounts off cinemas, dining, and gyms;
receive an interest free season ticket loan or interest free graduate loan;
access childcare vouchers;
take an online health assessment and utilise our employee assistance programme.

We’re looking forward to the future

At BDO, we’re big enough to make the difference and collaborative enough to never lose sight of where we’re going. We know that it’s our people that make our success possible. Across our 17 UK locations, more than 6,000 of them work together to provide tax, audit, assurance and a range of advisory services that help our clients achieve their ambitious goals. Together, they’re fuelling Britain’s economic engine. Behind every complex client challenge and every untapped innovation, they’re there: ensuring we continue to find the right combination of global reach, integrity and expertise. That’s why we’re always looking for ways to invest in our people. That means providing them with an environment where they can grow, learn, laugh and feel respected, at all times.

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