Tax Associate Director — Inheritance & Trust Specialist

As a Tax Associate Director, the work centres on our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. It would suit someone who can bring strong professional approach to the role.

What the work leans on

Leads projects of varying scale and complexity. Consult with colleagues and Partners on technical and risk matters. Operate at the highest level of technical excellence and knowledge.

Where the technical work sits

• Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs.
• Mutual support and respect is one of BDO’s core values and we’re proud of our distinctive, people-centred culture.
• Be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with.

Technical requirements

• Experience advising in the trusts and estates specialist area and working with trustees and wealth advisory teams on the tax considerations.
• Some experience of seeking opportunities for developing new clients and for selling new services to existing clients.
• Has proven specialist technical private client experience, and the ability to deal with complex tax issues, gained within a practice environment.

What helps delivery stay steady

Strong professional approach.