Private Client Services US/UK Tax Director
Employer BDO UK Location London, United Kingdom Salary Competitive Salary Closing date 14 Jun 2025
View more categories View less categories Sector Business Services ,Financial Services Responsibilities Accounting ,Strategy Position/Level Director Contract Type Permanent
Ideas People Trust
Were BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate todays changing world.
Well broaden your horizons
The BDO US led private client practice concentrates an offering to address the key US market with a unique tax system which requires US persons to comply in the US irrespective of tax residence. In spite of global changes the US remains a key market for entrepreneurs and families with ramifications of planning and support to address the complexities that the US system places upon those with foreign structures from entities, through trusts, pensions and investments. The provision of services that combine US expertise as a central focus alongside the UK and other third country requirements, positioned as a service for the HNW and SHNW continues to be a growing market as the complexity of the US system alongside many other countries mean that clients and prospects increasingly need access to a truly advisory service which is a differentiator in the way that BDO is building its team.
Well help you succeed
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.
Weve established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. Youll need excellent people skills and strong technical ability as you visit clients across the world. In return, youll 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.
Responsibilities:
* Leading client relationships with a proactive advisory approach and a strong, adaptable manner to suit an eclectic and demanding client base
* In depth experience and a strong understanding of working with families and entrepreneurs delivering dual US/UK written advisory memos on topics including pre-US and pre UK residency tax planning, succession planning including advising on trusts, alternate structuring and pensions
* Wide experiences with the use of the UK/US treaty in detail
* Advanced understanding of complex foreign tax credit scenarios and planning solutions.
* An established record of winning work
* A reputation in the marketplace and familiarity working in conjunction with lawyers, wealth advisers and other professionals that support UHNW individuals with US aspects to their lives
* Signing out complex UK and US tax returns including Forms 1040, 1040NR, 3520, 5471, 8858, 8865 etc
* Experience of presenting internally and externally on topics pertinent to US PCS tax matters
* The individual would be able to form strong collaborative relationships with other teams on projects
* A desire for continual learning, assisting in training and inculcating US advisory skills, and development in the junior members of the team
* Good people management skills and an ability to actively support and influence the continual improvement in efficiencies and the evolution of the US PCS strategic offering in line with the wider firm initiatives.
* Eager for the opportunity to develop a fast-growing US/UK Private Client practice
* A successful candidate would have a drive for finding practical solutions, an ability to collaborate and the initiative and resilience to persevere with challenging work.
Were looking for someone with:
* US Enrolled Agent (EA) and ATT qualifications required as a minimum.
* A broad base of US and UK private client experience working with UHNW families and their family offices
* Extensive experience delivering written advisory reports
* Strong capabilities to lead and manage complex projects resolving US and foreign matters involving clients, their advisors, and our global network where needed
* The passion to make a significant impact within a small, fast growing, dynamic team
* Youll be able to be yourself; well recognise and value you for who you are and celebrate and reward your contributions to the business. Were 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.
* Good deal of advisory experience and will likely be found in HNW teams.
Youll be able to be yourself; well recognise and value you for who you are and celebrate and reward your contributions to the business. Were 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, well help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development.
Were in it together
Mutual support and respect is one of BDOs core values and were proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, well 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, youll 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 weve invested in state-of-the-art collaboration spaces in our offices. BDOs people represent a wealth of knowledge and expertise, and well encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, youll never stop learning at BDO.
Were 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 were 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
Weve got a clear purpose, and were confident in our future, because were 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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