Private Client Tax Role at BDO UK

Ideas | People | Trust

At BDO, we are an accountancy and business advisory firm dedicated to helping entrepreneurial organisations succeed in a fast-changing world. We work alongside ambitious, high-growth businesses that drive the UK economy, supporting the owners and leadership teams behind them with insight, expertise, and trusted advice.

---

About the Opportunity

Join BDO’s expanding Private Client Team, where you will work with individuals, families, entrepreneurs, trusts, and businesses on complex and evolving tax matters. This is an opportunity to build meaningful, long-term relationships and become a trusted adviser to clients whose needs often span generations, jurisdictions, and wealth structures.

You will be part of a team known for its strength in supporting entrepreneurs and owner-managed businesses, backed by a respected global network. The role offers exposure to a varied international client base, the chance to work closely with senior leaders and partners, and significant scope for career development.

---

What You’ll Be Doing

As part of the Private Client Team, you will play a key role in delivering both advisory and compliance services to a diverse portfolio of clients.

Key responsibilities include:

• Advising high net worth individuals, families, and wealth structures on complex tax matters

• Leading succession planning projects for multi-generational families

• Supporting the wider private client team with technical expertise across a broad range of tax issues

• Providing advice on UK and offshore trusts, working closely with trustees and wealth advisory teams

• Managing a portfolio of clients, including:

• client onboarding and take-on

• engagement control

• billing oversight

• identifying opportunities for additional services

• Delivering private client compliance and advisory services with support from shared service teams

• Assessing and managing potential risks arising from client engagements

• Collaborating with colleagues and Partners on technical matters and risk considerations

• Leading projects of varying size and complexity

• Supervising, mentoring, and developing junior colleagues

• Driving improvements, challenging existing ways of working, and championing positive change

---

What We’re Looking For

We are seeking a technically strong and relationship-focused professional who combines deep private client tax expertise with leadership capability and commercial awareness.

You will ideally have:

• In-depth, up-to-date knowledge of taxation

• Strong experience advising:

• high net worth individuals

• families

• wealth protection structures

• Proven expertise in:

• succession planning

• UK and offshore trusts

• private client tax advisory and compliance

• Experience managing a client portfolio with responsibility for:

• engagement processes

• billing

• opportunity identification

• The ability to identify and understand risk implications in client work

• Confidence in leading assignments and managing multiple priorities

• Strong interpersonal skills with the ability to build trusted client relationships

• Experience in guiding, coaching, and mentoring less experienced team members

• A proactive approach to improving processes and influencing change

• The confidence to take ownership of decisions and outcomes

• Degree-level education

• CTA and/or ACA qualification (or equivalent)

---

How You’ll Work

This role suits someone who is comfortable taking initiative, managing their own workload, and working proactively, while also collaborating effectively with senior managers, directors, and partners.

You will be encouraged to contribute ideas, spot opportunities to enhance client service, and help broaden the value we deliver to the organisations and individuals we advise.

---

Why Join BDO

A Career with Real Opportunity

At BDO, your growth matters. You will have access to senior leaders, structured development frameworks, and a range of career pathways that support both your personal ambitions and professional progression.

A People-Centred Culture

We are proud of our collaborative and supportive environment, built on mutual respect and shared success. Whether through informal check-ins, mentoring, or coaching, you’ll be supported at every stage of your journey.

Agile Working

We are committed to flexible, agile working and offer colleagues the opportunity to work in ways that suit their teams, responsibilities, and individual circumstances.

Learning Without Limits

From multidisciplinary events to dedicated learning resources, BDO offers an environment where continuous development is encouraged. You’ll be surrounded by experienced professionals and given every opportunity to build your network, broaden your expertise, and keep learning.

Collaboration That Creates Impact

We believe the best outcomes come from working together. That’s why we’ve invested in collaboration spaces, team connectivity, and a culture that encourages openness, idea-sharing, and cross-functional support.

---

Our Culture and Future

BDO is powered by people. Across the UK, thousands of individuals bring their perspectives, skills, and ideas together to help entrepreneurial businesses achieve their ambitions.

We are clear about our purpose and optimistic about the future. By combining global reach, deep expertise, and integrity, we continue to evolve and strengthen the support we provide to clients and colleagues alike.

At BDO, you’ll be valued for who you are, recognised for your contributions, and empowered to help shape what comes next.

---

Apply to Be Part of Something Bigger

If you are looking for a role where you can combine technical excellence, meaningful client relationships, and long-term career growth, BDO’s Private Client Team offers the platform to do exactly that.

Join us and help shape the future of entrepreneurial business.