Private Client Tax Advisor
1 day ago
We are looking for a Private Client Tax Advisor to join our Private Wealth team in the UK. As a key member of our team, you will be responsible for providing expert tax advice to high-net-worth individuals and trustees.
About the Role:
As a Private Client Tax Advisor, you will be working closely with clients to understand their complex tax needs and provide tailored solutions to meet their requirements. You will have a deep understanding of taxation, including Trust and IHT related matters, and be able to advise on trust, estate and charity advice to high-net-worth individuals and trustees.
Your Key Responsibilities:
- Provide specialist technical private client experience, dealing with complex tax issues
- Offer expert trust, estate and charity advice to high-net-worth individuals and trustees
- Have an in-depth knowledge of taxation, including Trust and IHT related matters
- Review Trust accounts and associated tax aspects
- Deal with client senior management
- Develop new business opportunities and sell new services to existing clients
- Educated to degree level, and CTA and/or STEP qualified
We offer:
- A competitive salary of £60,000 - £75,000 per annum, depending on experience
- The opportunity to work with a dynamic and ambitious team
- A comprehensive benefits package, including agile working arrangements
- Ongoing professional development and training
About Us:
BDO LLP is a leading accounting firm in the UK, providing tax, audit and assurance, advisory and business outsourcing services to businesses across the country. We pride ourselves on our proactive, flexible approach to helping clients overcome the challenges they face.
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