Private Wealth Tax Manager

4 weeks ago


Southampton, Southampton, United Kingdom BDO UK LLP Full time
Role Overview

This role within the Private Client Services Guildford team will provide full UK tax compliance and advisory services to a wide range of regional, London and internationally based clients. As a key member of the team, you will be responsible for leading/supporting the continued expansion of the Private Client Services team generally with a focus on advisory work for HNWIs and families, entrepreneurs, OMBs, private equity, trusts, with a varied asset base.

The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients – this portfolio will be split between advisory and tax compliance initially, but with a move to more advisory work in the longer term. You will also provide assistance to Partners/Directors and the wider manager team in both client work and in the management of the team and will be involved in special assignments on an ad hoc basis.

There will also be opportunities to work with other BDO tax specialists nationally and internationally.

Key Responsibilities:
  • Take full responsibility for project delivery on their portfolio.
  • Manage a varied portfolio of clients commercially including control of billings and cash collection within the firm's criteria.
  • Ensure that the firm's quality control procedures are adhered to at all times.
  • Identify risk and technical matters, as well as selling opportunities, to the Partner/Director/Manager group, whilst exercising judgement within agreed parameters.
Management:
  • Provide overall support to Partners/Directors and Managers on client matters and assist in the management of the group, including support for the recruitment and management of staff.
  • Assist the management team within the business group, to provide support to the rest of the Tax team.
  • Provide training to more junior staff both on the job and through monitoring exam and on the job performance, whilst consistently providing feedback.
Sales and Marketing:
  • Recognise business development opportunities and inform and work with the Partners/Directors/Managers and the client to develop these when they arise.
  • Consult with colleagues and Partners/Directors/Managers on technical and risk matters.
  • Strong technical ability in the field of private client.


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