Personal Tax Manager - US/UK Private Clients

Howells Consulting Ltd; London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading consultancy is seeking a dual-qualified Manager to support HNW US-connected clients with personal tax services. This role offers significant growth potential, working alongside seasoned partners, and emphasizes excellent client management and deep expertise in US and UK taxation. Flexible working arrangements are available.

Qualifications

• Demonstrable UK experience advising US HNWIs on their personal tax position.
• Technical expertise in both US and UK personal taxation.
• Excellent client management and commercial skills.

Responsibilities

• Provide personal tax advisory and compliance services.
• Manage a portfolio of HNW private clients.
• Identify new business opportunities.

Skills

Client relationship management

Commercial approach

Technical grasp of US and UK tax

Education

EA qualification

ATT qualification

CTA qualification (bonus)

Job description

This is a super opportunity to manage a portfolio of HNW US-connected private clients, as their key trusted adviser.

Our client has built a reputation as a leading adviser to HNW/UHNW individuals. Their Private Client Tax offering includes a specialist US/UK team that provides personal tax advice to wealthy private clients (business owners, entrepreneurs and their families).

Demand for their expertise continues to grow and they are keen to recruit an EA/ATT dual-qualified Manager, to provide personal tax advisory and compliance services as a strategic member of the team.

You’ll work closely with some of the profession’s leading Partners and be supported with your own progression towards Senior Manager and Director grades.

You’ll need to have a strong technical grasp of US and UK personal taxation, gained in a leading UK tax team. Demonstrable UK experience of advising US HNWIs on their personal tax position is essential.

You’ll also have gained the EA and ATT qualifications. The CTA would be a bonus but is not essential. The role requires excellent client relationship management skills, as well as a commercial approach to WIP, recoverability and identifying new business opportunities.

Whilst many of the team come into the office 2-3 days a week, there is the potential to work from home most of the time if one wishes (a minimum of one day a month in the London office is required). Ref 5115

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