Personal Tax Manager

Full job description
Ideas | People | Trust

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

We work with the companies that are Britain’s economic engine – ambitious, entrepreneurially-spirited and high‑growth businesses that fuel the economy - and directly advise the owners and management teams that lead them.

We’ll broaden your horizons

Our rapidly growing Private Client Team manage unincorporated businesses, partnerships, trusts, individuals and their wider families, including working with many successful entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team involves building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business.

Whilst this role is Edinburgh/Glasgow based, you will form part of our National Private Client Team, a key part of our wider Scotland Tax Team, supported by our North regional offices and national expertise.

We’ve established a strong global network that is recognised as a leader especially in looking after high net worth individuals, entrepreneurs and owner-managed businesses. You’ll need excellent people skills and strong technical ability as you meet clients across the UK. In return, you’ll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients.

We’ll help you succeed

Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships.

You’ll be someone who is both comfortable working pro-actively and managing your own tasks, as well as confident collaborating with others and communicating regularly with your peers, senior managers, directors, and BDO’s partners to help clients effectively. You’ll be encouraged and supported to draw attention to opportunities, both with existing clients and prospects for enhancing our delivery and providing additional services. We are looking for someone who:

Has experience of managing a portfolio of clients including control of client take-on and engagement, billings and identification of new opportunities.
Is able to provide private client compliance and advisory services to a wide range of clients using resource from a shared service team.
Has an understanding of potential risks to the firm arising from various aspects of client engagement.
You’ll be someone who:

Is educated to degree level, and/or CTA and/or ACA qualified or equivalent
Has demonstrable post qualified experience
Can guide and supervise less experienced colleagues.
Can support, train, mentor and advise others in own area.
Takes personal responsibility for own decisions and actions and those of others.
Lead projects of limited scale or complexity.
As part of your role you will be involved in:

Looking after a portfolio of private clients with complex needs and considering and anticipating their needs, working closely with senior managers, directors and partners delivering a client-centric service.
Reviewing work completed by junior members of the team.
Assisting senior members of our team with the development of targets to ensure continued growth of the business.
Assisting senior members of our team with more complex client work.
Controlling WIP, recoveries and billing.
Identifying risk and technical matters, as well as business development opportunities to the Director/Partner.
Ensuring that the firm’s quality control procedures are adhered to. Read more