US/UK PCS Assistant Manager

Ideas | People | Trust

We’re BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world.

We work with the companies that are Britain’s economic engine – ambitious, entrepreneurially-spirited and high‑growth businesses that fuel the economy - and directly advise the owners and management teams that lead them.

We’ll broaden your horizons

Working hard and working together, our Tax team thrives on keeping busy. Friendly, driven and diverse, they service our clients across the country and around the world. By providing expertise in many different specialist areas of tax, they collaborate across BDO to deliver wider business solutions. From meeting clients’ evolving business needs to managing changes to legislation, there are always fresh challenges to face in the Tax team. If you’re after a career that will keep you on your toes, we’ll give you the autonomy to drive your career forward.

We’ll help you succeed

The BDO US led private client practice concentrates an offering to address the key US market with a unique tax system which requires US persons to comply in the US irrespective of tax residence.  In spite of global changes, the US remains a key market for entrepreneurs and families with ramifications of planning and support to address the complexities that the US system places upon those with foreign structures from entities, through trusts, pensions and investments. 

The provision of services that combine US expertise as a central focus alongside the UK and other third country requirements, positioned as a service for the HNW and SHNW continues to be a growing market as the complexity of the US system alongside many other countries mean that clients and prospects increasingly need access to a truly advisory service which is a differentiator in the way that BDO is building its team.

Role

We are recruiting for an Assistant Manager to join our US private client tax team.

The successful candidate would have a drive for finding practical solutions, an ability to collaborate and the initiative and resilience to persevere with challenging work.  

This role will provide Tax compliance and advisory services to a wide range of clients. The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients.

You will also provide assistance to Director/Principals/Partners in both client work and in the management of the group and on occasions the practice. Will be involved in special assignments on an ad hoc basis.

A key part of the role requires the individual to actively seek, and keep the Partner informed about, any new business opportunities arising on existing and new clients.

Responsibilities

• Experience in providing compliance and some advisory service to a portfolio of clients

• Day to day contact for a portfolio of private clients, high net worth individuals, entrepreneurs, non-domiciled individuals

• Reviewing forms 1040, 3520, & 8858 informational reporting

• Assist with preparation of more complex US/UK tax forms where required

• Passive Foreign Investment Company (PFIC) reporting 

• Foreign Trust reporting

• Foreign tax credit planning and year end planning

• UK Non-Domiciled individual planning

• Monthly billing reviews for your portfolio of clients

• Supervision of Tax associates, reviewing work and providing training to our off-site tax preparers

• Support Manager, Directors and Partners with advisory projects and new business leads

• Pays attention to self-development and continuing professional education with a view to progressing within practice

• Develops professional relationships with clients and within the Firm and adapts the approach for the relevant audience

• Understands potential risks to the Firm in relation to the Firm’s quality control procedures and raising to the appropriate person

• Get involved in special assignments on an ad hoc basis

• Challenge current practice – driving improvements and championing change

• Take personal responsibility for own decisions and actions and those of others

• Lead projects of limited scale or complexity

Requirements

• US Enrolled Agent (EA) and ATT qualifications required as a minimum

• 3 years’ experience in US/UK tax

• Private client focus

• Experience of dealing with client senior management

• Educated to degree level and/or CTA and/or ACA qualified or equivalent

• Demonstrable post qualified experience

You’ll be able to be yourself; we’ll recognise and value you for who you are and celebrate and reward your contributions to the business.  We’re 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, we’ll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development.

We’re in it together

Mutual support and respect is one of BDO’s core values and we’re proud of our distinctive, people-centred culture.  From informal success conversations to formal mentoring and coaching, we’ll 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, you’ll 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 we’ve invested in state-of-the-art collaboration spaces in our offices.  BDO’s people represent a wealth of knowledge and expertise, and we’ll encourage you to build your network, work alongside others, and share your skills and experiences.  With a range of multidisciplinary events and dedicated resources, you’ll never stop learning at BDO.

We’re looking forward to the future

At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy.

Our success is powered by our people, which is why we’re always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions

We’ve got a clear purpose, and we’re confident in our future, because we’re adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.