Financial Services, Private Client US/UK Tax - Senior Associate

PwC UK; London; On-site; GBP 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a Senior Associate to join their London office. This role involves advising high net worth individuals and business owners on complex US and UK tax matters. You'll be responsible for managing client portfolios, ensuring compliance, and staying updated on tax law changes. With a focus on building relationships and delivering high-quality work, this position offers a unique opportunity to navigate the complexities of international tax. Join a dynamic team that values your contributions and provides a supportive environment for professional growth.

Benefits

Private medical cover

Flexible working arrangements

24/7 access to a virtual GP

Six volunteering days a year

Qualifications

• Experience advising on complex US/UK tax matters.
• Strong analytical and technical skills for accurate tax calculations.
• Project management experience to handle multiple client projects.

Responsibilities

• Manage a diverse portfolio of client engagements and delegate tasks.
• Prepare advice on tax technical issues for clients and stakeholders.
• Supervise and coach junior staff while maintaining senior updates.

Skills

US and UK tax knowledge

Analytical skills

Project management skills

Communication skills

Organizational skills

Technical writing

Education

CTA, ACA, ATT or Enrolled Agency Qualification

Tools

Tax software

Job description

About the Role

We are looking to hire a Senior Associate based in our London office with experience of advising high net worth individuals, private equity executives and business owners on a broad range of complex US/UK tax matters.

We help our clients stay ahead of changes that impact their businesses, navigating complexity and risk. We deliver deep tax technical, people and legal expertise, while providing the critical context to make informed and compliant decisions. With clients ranging from multinational organisations and public sector bodies to entrepreneurs and family businesses, the work we do is diverse.

Our Private Client US/UK team help our clients navigate the frequently changing and complex landscape of having exposure to both US and UK taxation, and manage the international tax environment related to stringent reporting requirements.

A career in our team will provide you with the opportunity to advise clients on their US and UK tax affairs, while acting as a trusted advisor feeding in on any tax considerations to be had when making financial decisions or acquiring assets. You will also help individuals understand where the primary right to tax lies in different scenarios, as well as providing advice on tax implications of movement of funds.

What your days will look like:

• Assisting with the management of a diverse and broad portfolio of client engagements, while delegating responsibility to junior staff (Associates) and consulting Managers, Senior Managers and Directors where applicable.

• Working closely with experienced Private Client Partners, Directors, Senior Managers & Managers and having the responsibility of helping develop new client relationships and deliver complex projects, identifying and pursuing new opportunities from within our market.

• Maintaining a level of relevant US & UK tax knowledge, staying current with technical developments including changes in tax law and legislation.

• Preparing advice for clients and internal stakeholders on the latest tax technical issues, including delivering sessions with senior management at client /knowledge sharing events.

• Supervising, coaching and providing regular feedback to Associates within the team while also keeping more senior stakeholders updated on progress.

This role is for you if:

• Relevant, detailed and up-to-date US and UK tax knowledge in the personal tax space is essential. Experience of dealing with complex tax issues facing owners, founders and executives, as well as privately or family owned businesses is highly relevant.

• Strong analytical & technical skills with attention to detail to ensure accurate tax calculations and compliance.

• Experience in researching and preparing advice on international aspects such as residence, domicile and arriving/leaving the US and the UK is desirable as many of our clients have a global footprint and are internationally mobile.

• Project management skills - being able to manage several demanding client projects while remaining resilient and planning workload for themselves and others.

• Strong organisational skills with the ability to meet several deadlines throughout the year and deliver high-quality work.

• Excellent communication skills - the candidate will be expected to be one of the points of contact on complex client engagements in their portfolio while supporting a range of stakeholders including client contacts and PwC staff.

• Excellent written and verbal communication - providing thorough and robust preparation of written deliverables, including reports, technical memos and other concise advice for clients.

• Efficient use of technology - in managing client and contact relationships, pursuing opportunities and overseeing the delivery of tax returns and written deliverables.

• Must possess a CTA , ACA , ATT or Enrolled Agency Qualification (or an international equivalent) or have equivalent work experience. This includes international candidates who qualify through experience in their home country.

What you'll receive from us:

No matter where you may be in your career or personal life, our benefits are designed to add value and support, recognising and rewarding you fairly for your contributions.

We offer a range of benefits including empowered flexibility and a working week split between office, home and client site; private medical cover and 24/7 access to a qualified virtual GP; six volunteering days a year and much more.