Private Client Tax Manager (US/UK) - Flexible Hours

Satis Tax Limited; Greater London; On-site; GBP 50,000 - 70,000; Full time

Benefits offered by this job

25 days annual leave

Discretionary annual Summer Bonus

Annual Christmas Bonus

Salary Sacrifice Pension Scheme

Private Medical Insurance

Death in Service cover

Group Income Protection Scheme

Recruitment bounty

Flexible working hours

Payment of one professional subscription

Job summary

Satis Tax Limited is seeking a tax professional to manage a client portfolio in Greater London. The ideal candidate will have over 4 years experience in US/UK Private Client tax, specifically with high-net-worth individuals. Responsibilities include ensuring compliance with US and UK tax regulations, reviewing junior staff work, and maintaining client relationships. The role offers various perks including 25 days annual leave, bonuses, and private medical insurance. A qualified ATT member and Enrolled Agent are essential for this position.

Qualifications

• 4+ years of tax experience in US/UK Private Client tax.
• Experience with high-net-worth clients and private equity executives.
• Proficient in CCH Axcess or CCH Prosystem for US tax return preparation.

Responsibilities

• Manage client portfolio for US and UK tax compliance.
• Build and maintain client relationships and identify business opportunities.
• Review tax returns and junior staff's work.

Skills

US/UK Private Client tax experience

Management of High-Net-Worth clients

Proactive client portfolio management

Good interpersonal skills

Familiarity with Microsoft packages

Education

Qualified member of ATT

Enrolled Agent (EA)

Tools

CCH Axcess

CCH Prosystem

Job description

Satis Tax Limited is seeking a tax professional to manage a client portfolio in Greater London. The ideal candidate will have over 4 years experience in US/UK Private Client tax, specifically with high-net-worth individuals. Responsibilities include ensuring compliance with US and UK tax regulations, reviewing junior staff work, and maintaining client relationships. The role offers various perks including 25 days annual leave, bonuses, and private medical insurance. A qualified ATT member and Enrolled Agent are essential for this position.