Personal Tax Manager - US/UK Private Clients

Tolley; London Borough of Harrow; Hybrid; GBP 60,000 - 100,000; Full time

Job summary

A leading adviser to HNW/UHNW individuals, based in London, is seeking a dual-qualified Manager for their Private Client Tax team. You will be instrumental in providing personal tax advisory services to a portfolio of high-net-worth clients, working closely with top Partners in the field. Ideal candidates will have strong technical knowledge of US and UK taxation, client relationship skills, and a dedication to progressing through the firm. Flexible working options are available.

Qualifications

• Strong technical grasp of US and UK personal taxation.
• Demonstrable UK experience advising US HNWIs.
• EA and ATT degrees required, CTA is a plus.

Responsibilities

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

Skills

Client relationship management

Commercial approach

US and UK personal taxation

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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