Associate Director - US/UK Private Client Tax

Ambition; Greater London; Hybrid; GBP 110,000 - 160,000; Full time

Job summary

Ambition in London is seeking an Associate Director to join its US/UK Private Client Tax team. You will advise US-connected individuals and families on US/UK tax matters, managing cross-border compliance and planning for UHNW clients.

The role combines technical tax delivery with leadership, coaching and business development, offering a clear progression path in a collaborative environment and flexible hybrid working.

Qualifications

• Extensive US tax experience within professional services.
• Strong US/UK cross-border tax knowledge and experience.
• Experience managing and developing teams.
• Excellent client relationship and stakeholder management skills.

Responsibilities

• Lead a portfolio of complex US/UK private client engagements.
• Review and oversee US tax returns and cross-border planning.
• Deliver cross-border advisory and planning for HNW/UHNW clients.
• Mentor junior staff and drive business development initiatives.
• Collaborate with senior leadership on growth plans.

Skills

US tax expertise

Team leadership

Client relationship management

Business development

Education

CPA/CTA or equivalent

Job description

Associate Director - US/UK Private Client Tax

London | Hybrid Working

A leading international tax advisory practice is seeking an experienced Associate Director to join its growing US/UK Private Client Tax team.

This is an excellent opportunity for an experienced US tax professional looking to work with a sophisticated portfolio of high net worth and ultra-high net worth individuals, entrepreneurs, family offices, private investors and internationally mobile clients. The role offers significant exposure to complex cross-border advisory work alongside leadership, business development and people management responsibilities.

The Opportunity

Working as part of a well-established private client team, you will advise US-connected individuals and families on a broad range of US and UK tax matters. Clients include wealthy individuals relocating between jurisdictions, dual citizens, private investors, trustees and business owners with international assets and income streams.

You will play a key role in managing client relationships, overseeing complex compliance engagements and delivering bespoke planning advice across a variety of cross-border scenarios.

Key areas of work include:

• US individual income tax compliance and advisory
• Cross-border US/UK tax planning
• Estate, gift and succession planning matters
• Pre-arrival and departure tax planning
• US expatriation and citizenship renunciation projects
• Investment structuring and reporting considerations, including PFIC matters
• Pension and retirement planning issues affecting US taxpayers resident in the UK
• Wealth preservation and family office advisory
• Working alongside UK tax specialists to resolve dual taxation issues

Responsibilities

• Lead a portfolio of complex HNW and UHNW private clients
• Review and oversee US individual, estate and gift tax returns
• Deliver technical advice on challenging cross-border tax matters
• Act as a trusted adviser to clients and their professional networks
• Support business development initiatives and referral partnerships
• Identify opportunities to deepen existing client relationships
• Mentor, coach and develop junior and mid-level tax professionals
• Drive operational excellence and contribute to process improvement initiatives
• Collaborate with senior leadership on strategic growth plans

About You

We are keen to speak with candidates who possess:

• Extensive US individual tax experience gained within a professional services environment
• Strong technical knowledge of US tax compliance and advisory workExperience advising HNW or UHNW private clients
• Exposure to estate and gift tax matters
• Knowledge of cross-border US/UK tax issues
• Proven experience managing and developing teams
• Strong client relationship and stakeholder management skills
• Commercial awareness and an interest in business development
• EA, CPA, ATT, CTA or equivalent qualifications would be advantageous

What's on Offer

• High-quality and intellectually challenging client work
• A genuinely collaborative US/UK private client team
• Significant exposure to wealthy international families and entrepreneurs
• Clear progression pathway at senior leadership level
• Flexible and hybrid working arrangements
• Competitive salary and benefits package

This is an outstanding opportunity for an ambitious tax professional who enjoys combining technical excellence with client advisory work and team leadership in the private client space.