Private Client Assistant Manager (US-UK Tax)

Baker Thornton; Greater London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A prestigious accountancy and tax practice is seeking a dual-qualified US-UK tax professional at Assistant Manager level to manage personal tax compliance for high-net-worth clients in Central London. This hybrid role offers a collaborative work environment focusing on professional development and progression opportunities. Ideal candidates will have dual qualifications and significant experience in both UK and US tax regulations, alongside strong communication skills to provide exceptional client service.

Benefits

Supportive collaborative culture

Quality client base

Clear progression pathway

Excellent salary package

Qualifications

• Dual-qualified in UK and US tax with relevant experience.
• Experience working with high-net-worth clients.
• Strong technical skills in personal tax compliance.

Responsibilities

• Manage personal tax compliance for high-net-worth clients.
• Prepare and review complex tax returns for UK and US individuals.
• Provide technical tax advice on estate planning and wealth structuring.

Skills

Dual-qualified: UK and US tax qualifications

Excellent written and verbal communication skills

Strong technical knowledge across UK and US personal tax

Ability to work under pressure

Excellent IT skills

Education

CTA / ACA, US CPA or equivalent UK Chartered status

CTA qualified (or equivalent UK qualification)

Job description

About Our Client

Our client is a prestigious well-established accountancy and tax practice with over 90 years of heritage in the London market. Known for their exceptional client service and technical excellence they work with an impressive portfolio of high-net-worth individuals across diverse and exciting sectors including technology, luxury retail, motorsport and performance engineering, and arts and antiquities.

This is a firm that values quality over volume offering a supportive collaborative culture where technical excellence and professional development are genuinely prioritised.

The Opportunity

We’re seeking a dual-qualified US-UK tax professional at Assistant Manager level to join this growing private client tax team. This is an excellent opportunity for an ambitious tax advisor looking to work with sophisticated international HNW clients in a firm that offers clear progression.

This is NOT a remote role. The position is based in Central London with a hybrid working model that is predominantly office-based reflecting the collaborative nature of the work and client interaction required.

What You’ll Do

• Manage personal tax compliance for high-net-worth UK and US clients
• Prepare and review complex tax returns for UK and US HNW individuals
• Provide technical tax advice on estate planning, inheritance tax, wealth structuring and domicile matters
• Review specialist computations (e.g. tax pool computations for offshore trusts)
• Review tax returns prepared by consultants and provide technical input
• Support on advisory projects and client queries
• Liaise with HMRC and IRS on client matters
• Build strong client relationships and provide responsive service

Requirements

Essential

• Dual-qualified: UK and US tax qualifications and experience (e.g. CTA / ACA, US CPA or equivalent UK Chartered status with substantive US tax credentials)
• This is critical: We cannot consider US CPAs without UK tax qualifications and UK practice experience nor UK-only qualified candidates
• CTA qualified (or equivalent UK qualification) with strong technical skills
• Experience working with UK and US HNW clients
• Excellent written and verbal communication skills
• Strong technical knowledge across UK and US personal tax
• Ability to work under pressure in a deadline-driven environment
• Excellent IT skills and adaptability to technology
• Proven ability to deliver accurate information on a timely basis

Desirable

• Big 4 or top-tier firm experience
• UK and US tax advisory experience
• Experience with trust and estate structures
• Exposure to wealth structuring and domicile planning

Why This Role

• Clear progression pathway: Excellent opportunity to progress to Manager and beyond
• Quality client base: Work with sophisticated HNW individuals across exciting sectors
• Technical development: Exposure to complex cross-border tax planning and advisory work
• Supportive culture: Collaborative inclusive environment that values diversity and professional growth
• Central London location: Hybrid working with strong office presence for collaboration and mentoring
• Excellent package: Salary commensurate with experience and qualifications

Location & Working Arrangements

• Working model: Hybrid predominantly office-based (NOT fully remote)
• Level: Assistant Manager

Interested

We’d love to hear from you. If you are a dual-qualified US-UK tax professional looking for your next challenge with a prestigious London practice, we’d love to hear from you.

Key Skills: Business Development, Customer Services, Journal Entries, Powerpiont, Account Management, Communication, CRM, General Ledger Accounts, Salesforce, Project Management, Client Services, Payroll, Customer Relationships, Client Management, Data Analysis

Required Skills: Tax Cross-border Tax

Employment Type: Full Time

Experience: years

Vacancy: 1