Private Client Tax Senior Manager
Location: Ipswich: Cambridgeshire | Type: Full time
Role Overview This role provides Tax compliance and advisory services to a wide range of private client stakeholders, focusing on portfolio management, client service delivery, and team leadership within BDO’s Tax practice.
Responsibilities Act as primary client point of contact alongside Partners, responding to requests, providing updates, and maintaining regular contact.
Take full responsibility for project delivery across the portfolio, ensuring technical accuracy and clear, concise advice.
Manage the client portfolio, including billing and cash collection within firm criteria.
Review work prepared by junior staff and liaise with HMRC as required.
Ensure assignments are completed within agreed budgets, monitoring overruns and allocating staff appropriately.
Adhere to firm quality control procedures, including second partner review.
Identify risk and technical matters and potential selling opportunities, reporting to Director/Partner.
Provide overall support to directors and partners on client matters and assist in group management, including recruitment and staff management.
Participate in management team meetings and contribute to group strategy.
Train, mentor, appraise and motivate junior staff, providing consistent feedback.
Recognise and pursue business development opportunities in collaboration with Director/Partner and clients.
Participate in bids and proposals for new work.
Represent the firm to clients at senior level, liaising with specialist service groups within BDO.
Deliver presentations on internal courses and work independently when required.
Consult with colleagues and leadership on technical and risk matters.
Requirements Degree level education and/or CTA and/or ACA qualification, or equivalent.
Post‑qualified experience with demonstrable expertise in private client tax matters.
Strong technical ability and ability to provide clear, practical advice.
Experience supervising and mentoring junior colleagues.
Capability to challenge current practice, drive improvements and champion change.
Personal responsibility for decisions and actions, including those of team members.
Ability to lead projects of limited scale or complexity.
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