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Private Client Services Assistant Manager/Manager

BDO

Manchester

On-site

GBP 35,000 - 65,000

30+ days ago

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Job summary

Join a dynamic accountancy and business advisory firm that empowers entrepreneurial organizations. As part of the rapidly growing Private Client Team, you will provide essential personal tax compliance and advisory services, building strong relationships with clients and managing their tax affairs. This role offers unparalleled opportunities for career development and collaboration with senior professionals, all while working across a diverse portfolio of global clients. With a commitment to agile working and a people-centered culture, your contributions will be recognized and celebrated as you help drive the success of ambitious businesses in the UK economy.

Qualifications

  • Good understanding of personal tax compliance with experience in advisory services.
  • Educated to degree level with CTA and/or ATT qualification preferred.

Responsibilities

  • Manage personal tax compliance and advisory services for diverse clients.
  • Engage with senior stakeholders and prepare proposals for new work.

Skills

Personal Tax Compliance

Client Management

Proposal Preparation

Stakeholder Engagement

Team Management

Education

Degree Level Education

CTA Qualification

ATT Qualification

Job description

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 funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means 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.

We’ve established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You’ll need excellent people skills and strong technical ability as you visit clients across the world. 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 senior managers, directors, and BDO’s partners to help businesses effectively. You’ll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with.

You’ll be someone with:

  • A good understanding of personal tax compliance and some experience of providing personal tax advisory and compliance services to a variety of different clients.
  • Ability to prepare proposals for new work, including researching target client companies and on technical issues to identify new solutions.
  • Experience of managing and developing junior colleagues.
  • Experience of engaging with senior stakeholders.
  • Some experience of dealing with client senior management and key stakeholders.
  • Educated to degree level with ideally CTA and/or ATT qualification or working towards a tax or accounting qualification.

You’ll be able to be yourself; we’ll recognise and value you for who you are and celebrate and reward your contributions to the business. We’re committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand.

At BDO, we’ll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development.

We’re in it together

Mutual support and respect is one of BDO’s core values and we’re proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we’ll support you at every stage in your career, whatever your personal and professional needs.

Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you’ll always have access to the people and resources you need to do your best work.

We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we’ve invested in state-of-the-art collaboration spaces in our offices. BDO’s people represent a wealth of knowledge and expertise, and we’ll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you’ll never stop learning at BDO.

We’re looking forward to the future

At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy.

Our success is powered by our people, which is why we’re always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions.

We’ve got a clear purpose, and we’re confident in our future, because we’re adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.

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