BDO Careers | Private Client Tax Opportunity

Ideas | People | Trust

At BDO, we are an accountancy and business advisory firm helping entrepreneurial organisations respond to change, unlock opportunity, and grow with confidence. We work alongside the ambitious, fast-moving businesses that power the UK economy, advising the owners and leadership teams behind them.

This is an opportunity to join our expanding Private Client Team, where you will work with individuals, families, entrepreneurs, trusts, and businesses on complex and often high-profile tax matters. If you are looking for a role that combines technical depth, trusted client relationships, and genuine career progression, this could be the next step for you.

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Why Join BDO?

Joining BDO means becoming part of a firm where your expertise, perspective, and ambitions are valued. We are committed to helping our people develop rewarding careers while delivering outstanding service to our clients.

What makes this opportunity stand out

• Work with a diverse private client portfolio including high net worth individuals, families, trusts, and entrepreneurial businesses

• Build trusted adviser relationships with clients and help shape long-term tax strategies

• Access a strong global network renowned for supporting entrepreneurs and owner-managed businesses

• Collaborate directly with senior leaders and partners

• Develop your career in multiple directions within a growing and evolving team

• Benefit from agile working and a culture that supports flexibility, inclusion, and progression

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The Opportunity

As part of BDO’s rapidly growing Private Client Team, you will advise on a broad range of personal tax matters while supporting clients in achieving their personal, family, and commercial objectives. The role offers the chance to tackle technically challenging work while developing strong and lasting client relationships.

You will be trusted to manage your own portfolio, lead complex projects, and provide expert guidance across succession planning, inheritance tax, trusts, estates, and wealth protection structures. You will also play an important role in supporting and developing junior colleagues, contributing to the wider strength of the team.

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What You’ll Be Doing

In this role, you will combine technical excellence with commercial awareness and relationship-building skills to deliver high-quality advice and service.

Key responsibilities

• Advise high net worth individuals, families, and entrepreneurs on complex taxation matters

• Lead succession planning projects for multi-generational families

• Act as a technical specialist on a wide range of inheritance tax issues

• Provide trusts and estates expertise, including working closely with trustees and wealth advisory teams

• Manage a complex client portfolio, overseeing service delivery, take-on processes, and ongoing engagement

• Identify business development opportunities and support growth across the client base

• Assess and manage engagement risk, ensuring compliance and protecting the firm’s interests

• Work closely with colleagues and partners on technical matters and risk-related issues

• Supervise, mentor, and develop junior team members

• Challenge existing approaches, identify improvements, and help drive positive change

• Lead projects of varying scale and complexity with confidence and accountability

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What We’re Looking For

We are seeking an experienced and technically strong private client tax professional who is confident managing complexity, building relationships, and supporting others.

You’ll bring

• Deep and current knowledge of taxation, particularly in advising high net worth individuals, families, and wealth protection structures

• Significant experience in succession planning for multi-generational families

• Strong technical knowledge of inheritance tax

• Experience in trusts and estates, including related tax considerations

• A proven ability to manage complex client portfolios with a commercial mindset

• An understanding of client engagement risk and how to manage it effectively

• The ability to guide, supervise, and mentor less experienced colleagues

• Confidence in leading projects and taking ownership of decisions and outcomes

• A proactive, collaborative approach to working with peers, senior managers, directors, and partners

• A commitment to continuous improvement and the confidence to challenge current practice constructively

• CTA and/or ACA qualification or equivalent

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How You’ll Succeed at BDO

Success at BDO comes from combining technical excellence with a strong understanding of clients’ goals and challenges. We value people who can work independently, collaborate effectively, and communicate with confidence across all levels of the business.

You will be encouraged to look beyond immediate assignments, identifying ways to enhance our delivery and broaden the support we provide to clients. In return, you’ll gain exposure to a wide range of high-quality work, exceptional colleagues, and a culture that supports your long-term development.

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Our Culture

At BDO, we believe great work happens in an environment built on mutual support, respect, and opportunity. Our culture is people-centred, inclusive, and designed to help you thrive both professionally and personally.

What you can expect from us

• A collaborative and supportive environment

• Informal and formal development support, including coaching and mentoring

• Agile working arrangements that support you, your team, and your workload

• Clear career development frameworks and access to structured progression resources

• Opportunities to build networks across teams and disciplines

• Modern collaboration spaces designed to help teams connect and innovate

• A learning culture where knowledge-sharing and continuous development are actively encouraged

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Looking Ahead with BDO

BDO is committed to helping entrepreneurial businesses succeed and, in doing so, contributing to the strength of the UK economy. Our future is shaped by talented people who bring fresh thinking, strong values, and a willingness to improve how we work.

We continue to invest in our people, our services, and our ways of working—combining global reach, integrity, and expertise to deliver real impact. If you are looking to join a firm where your contribution matters and your career can grow with purpose, BDO offers the platform to help you achieve it.

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Apply to Join Us

If you are an experienced private client tax professional ready to take on a high-impact role within a respected and growing firm, we would be excited to hear from you.

Join BDO and help shape the future for clients, colleagues, and your own career.