Inheritance Tax Director

2 weeks ago


London, Greater London, United Kingdom BDO LLP Full time

Salary £80,000 - £110,000 per annum

About the Role

BDO LLP is seeking an experienced Inheritance Tax Director to lead our Private Client Team. As a strategic leader, you will be responsible for managing a complex portfolio of clients, providing technical expertise on inheritance tax matters, and driving business growth.

The ideal candidate will have a deep understanding of taxation, experience in advising high net worth individuals, and a strong track record of leading projects in succession planning.

You will work closely with our clients to understand their needs and provide tailored solutions, while also collaborating with our team to identify opportunities for enhancing our delivery and providing additional services.

Key Responsibilities:

  • Lead the Private Client Team, managing a portfolio of clients and providing technical expertise on inheritance tax matters.
  • Develop and implement strategies to drive business growth, including identifying new opportunities and building relationships with key stakeholders.
  • Work closely with clients to understand their needs and provide tailored solutions, while also collaborating with the team to identify opportunities for enhancing our delivery and providing additional services.
  • Mentor and supervise less experienced colleagues, ensuring they have the necessary skills and knowledge to excel in their roles.
  • Stay up-to-date with changes in taxation law and regulation, applying this knowledge to provide expert advice to clients.

Requirements:

  • Chartered Accountant (CA) or equivalent qualification.
  • Strong understanding of taxation law and regulation, particularly in relation to inheritance tax.
  • Experience in advising high net worth individuals and families on succession planning and wealth protection.
  • Proven track record of leading projects and teams, with a strong focus on delivering results and driving business growth.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and stakeholders.

We Offer:

  • A competitive salary of £80,000 - £110,000 per annum.
  • A comprehensive benefits package, including pension scheme, life assurance, and private health insurance.
  • Ongoing training and development opportunities, to help you stay up-to-date with the latest developments in taxation law and regulation.
  • A dynamic and supportive team environment, with opportunities to collaborate with colleagues from diverse backgrounds and expertise.
About BDO LLP

BDO LLP is a leading accountancy and business advisory firm, providing innovative solutions to entrepreneurial businesses across the UK. Our values are based on mutual respect, trust, and open communication, and we pride ourselves on being a people-centred organisation.

We operate from 17 locations across the UK, covering all major business centres, and employ over 8,000 people who are encouraged to bring their best selves to work. Our approach is proactive, flexible, and client-focused, and we aim to deliver exceptional service through our specialist teams and expertise.



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