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About the Role

BDO's Private Client Team advises HNW and SHNW individuals, families, and entrepreneurs on navigating the complexities of the US tax system, offering a unique advisory service that combines US expertise with international requirements.

Responsibilities

• Lead client relationships with a proactive advisory approach and adaptable manner.
• Provide in-depth experience and understanding of working with families and entrepreneurs, delivering dual US/UK advisory memos on tax planning, succession, trusts, structuring, and pensions.
• Demonstrate wide experience with the UK/US treaty.
• Exhibit advanced understanding of complex foreign tax credit scenarios and planning solutions.
• Show an established record of winning work.
• Maintain a reputation in the marketplace and familiarity working with legal and financial professionals supporting UHNW individuals.
• Sign out complex UK and US tax returns, including specific forms.
• Present internally and externally on US PCS tax matters.
• Form strong collaborative relationships with other teams on projects.
• Assist in training and developing junior team members in US advisory skills.
• Utilize people management skills to support and influence the improvement of US PCS strategic offering.
• Develop a fast-growing US/UK Private Client practice.
• Find practical solutions, collaborate effectively, and demonstrate initiative and resilience with challenging work.

Requirements

• US Enrolled Agent (EA) and ATT qualifications required as a minimum.
• CTA qualification is ideally desired.
• 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, manage, and sign off complex projects with partner support.
• Ability to resolve US and foreign matters involving clients, advisors, and the global network.
• Passion to make a significant impact within a small, fast-growing, dynamic team.

Skills

• People skills
• Technical ability
• Client relationship management
• Advisory skills
• Tax planning
• Trusts
• Structuring
• Pensions
• UK/US treaty expertise
• Foreign tax credit analysis
• Business development
• Collaboration
• Presentation skills
• People management
• Resilience

Location

• Global

Work Type

• Agile working

Experience Level

• Senior

Education Level

• US Enrolled Agent (EA)
• ATT
• CTA (ideal)

Benefits

• Opportunities to develop career in different directions
• Access to partners
• Support for personal goals and career ambitions
• Programmes, resources, and frameworks for career development
• Mutual support and respect
• Informal success conversations
• Formal mentoring and coaching
• Agile working framework
• Access to people and resources needed to do best work
• State-of-the-art collaboration spaces
• Encouragement to build network, work alongside others, and share skills/experiences
• Multidisciplinary events
• Dedicated resources for continuous learning

About the Company

• BDO is an accountancy and business advisory firm providing advice and solutions for businesses.
• BDO has a strong global network recognized as a leader in looking after entrepreneurs and owner-managed businesses.
• BDO has a distinctive, people-centred culture with core values of mutual support and respect.