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Job Title


US/UK Tax Director - Trust and Estate Specialist


Company : BDO UK LLP


Location : London, London


Created : 2025-04-08


Job Type : Full Time


Job Description

Were BDO.Scroll down to find the complete details of the job offer, including experience required and associated duties and tasks.An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate todays changing world.We work with the companies that are Britains economic engine- ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy- and directly advise the owners and management teams that lead them.Well broaden your horizons 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.Well help you succeed Leading organisations trust us because of the quality of our advice.That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships.Youll be someone who is both comfortable working pro-actively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDOs partners to help businesses effectively.Youll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with.Youll be 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 Strong experience advising in the trusts and estates specialist area and working with trustees and wealth advisory teams on the taxation considerations Experiences and ability to lead projects in resolving US and foreign trust matters for settlors and beneficiaries.The passion to develop and lead a specialist trust and estate group within the US/UK Private Client practice 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.Responsibilities: Signing out tax Forms 1040, 1040NR, 3520s etc Leading client relationships with a proactive advisory approach and a strong, adaptable manner to suit an eclectic and demanding client base 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 In depth experience working with families on dual US/UK succession planning, including advising on trusts, alternate structuring, and estates Wide experiences with the use of the UK/US treaty in detail Advanced understanding of complex foreign tax credit scenarios and planning solutions.A strong understanding of pre US and pre UK residency tax planning 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 in 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.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.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.