Inheritance Tax Expert

3 weeks ago


London, Greater London, United Kingdom BDO UK LLP Full time

Expertise in Inheritance Tax

We're BDO, a leading accountancy and business advisory firm. Our Private Client Team provides guidance on managing funds, businesses, and trusts for individuals, families, and entrepreneurs.

You'll be responsible for building strong relationships with clients, becoming their trusted advisor, and overseeing their tax affairs. This role requires excellent people skills and strong technical ability to lead projects in succession planning for multi-generational families and provide support as a technical expert on inheritance tax matters.

As a key member of our team, you'll have the opportunity to work closely with colleagues and partners on technical and risk matters. You'll also be involved in identifying and drawing attention to opportunities for enhancing our delivery and providing additional services to our clients.

This is a challenging yet rewarding role that requires a deep understanding of taxation, experience advising high net worth individuals, and the ability to manage complex client portfolios. If you're passionate about delivering exceptional service and are committed to staying up-to-date with the latest industry developments, we'd love to hear from you.

About the Role:

  • Manage a portfolio of high net worth individuals and their families, providing expert guidance on tax planning and estate management.
  • Lead projects in succession planning, ensuring seamless transitions for multi-generational families.
  • Provide technical expertise on inheritance tax matters, working closely with colleagues and partners to deliver exceptional service.
  • Identify opportunities to enhance our delivery and provide additional services to clients.
  • Cultivate strong relationships with clients, becoming their trusted advisor and advocate.

What We Offer:

We're committed to agile working, offering every colleague the opportunity to work in ways that suit them, their teams, and the task at hand. Mutual support and respect are core values at BDO, and we're proud of our distinctive, people-centred culture. With access to training, mentoring, and coaching, you'll have everything you need to succeed in your career.

Earning Potential: £120,000 - £180,000 per annum, depending on experience.



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