Private Client Tax Director

BDO

Private Client Tax Director at BDO UK providing strategic advisory and compliance services for private clients. Leading relationships and teams to enhance firm’s market presence.

Posted 8/1/2026full-timeCambridge • 🇬🇧 United KingdomLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong technical expertise in Private Client Tax, with a proven ability to manage client relationships and lead high-performing teams. Capable of driving business development and delivering integrated client solutions while maintaining service excellence.

Highest-signal resume keywords

Private Client Tax ExpertiseClient Relationship ManagementBusiness Development CapabilityTeam Leadership and DevelopmentTechnical Advisory Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Complex Tax AdvisoryWIP ManagementBillings ControlCash CollectionCompliance StandardsRisk ManagementPerformance ReviewProposal DevelopmentStakeholder EngagementNetworking

Soft Skills

Excellent CommunicationRelationship ManagementCoaching and MentoringCollaborative Culture PromotionChange Champion

Certifications & Qualifications

CTAACA

Industry Keywords

Client EngagementCommercial AwarenessBusiness GrowthHigh-Performing TeamsIntegrated Client Solutions

About the role

Key responsibilities & impact

Act as a key point of contact for clients, building trusted long-term relationships alongside Partners
Take overall responsibility for the delivery of client engagements, ensuring technical excellence, commercial awareness and outstanding client service
Lead on complex private client tax matters, providing practical and commercially focused advice
Act as a technical specialist within the practice, supporting Partners and the wider team on complex advisory issues
Manage a portfolio of clients, ensuring effective control of WIP, billings, recoverability and cash collection
Review work prepared by team members, ensuring quality, compliance and risk standards are maintained
Liaise with HMRC and other professional advisers where required
Identify technical, commercial and risk matters and work with Partners to develop appropriate solutions
Ensure assignments are completed within agreed budgets and timescales while maintaining service excellence
Actively identify opportunities to expand services and add value to clients
Provide significant support to Partners on client matters, practice leadership and strategic initiatives
Lead, coach, develop and motivate Managers, Senior Managers and junior team members
Support recruitment, retention and succession planning activities
Conduct performance reviews and provide regular feedback and mentoring
Promote a collaborative, high-performing and client-focused culture
Lead business development activity to support the continued growth of the Private Client practice
Identify and convert opportunities from both existing and prospective clients
Develop and maintain strong networks with professional advisers, intermediaries and referral sources
Lead or support proposals, pitches and presentations for new business opportunities
Promote cross-selling opportunities and champion the firm's wider service offering
Develop and maintain relationships with clients and stakeholders at a senior level
Act as a trusted adviser on technical and commercial matters
Collaborate with specialists across the firm to deliver integrated client solutions
Represent the firm externally through networking, presentations and business development activities

Requirements

What you’ll need

Degree educated and CTA, ACA or equivalent professionally qualified
Significant post-qualified experience within Private Client Tax
Strong technical expertise with experience advising on complex tax matters
Proven ability to manage and develop key client relationships
Demonstrable track record of supporting Partners and contributing to business growth
Strong commercial awareness and business development capability
Proven ability to lead, coach and develop high-performing teams
Excellent communication, relationship management and stakeholder engagement skills
Ability to drive improvements, champion change and lead complex projects and client engagements

Benefits

Comp & perks

Agile working framework
Mutual support and respect
Access to people and resources
Technical training and knowledge sharing