Private Client US/UK Financial Services Tax - Senior Associate

PwC; Greater London; On-site; GBP 70,000 - 110,000; Full time

Benefits offered by this job

Empowered flexibility

Office/home/client site split

Private medical cover

Virtual GP access

Volunteer days

Job summary

PwC UK in London seeks a Senior Associate with deep experience advising high net worth individuals, private equity executives, and business owners on complex US/UK tax matters.

You will work with our Private Client US/UK team to address cross-border taxation and reporting requirements, guiding clients on asset movement and tax implications of financial decisions.

Qualifications

• CTA/ACA/ATT or equivalent qualification required.
• Strong US/UK personal tax knowledge.
• Experience advising high net worth individuals and executives in US/UK tax matters.
• Ability to research international tax issues (residence, domicile, cross-border) is essential.

Responsibilities

• Manage a diverse portfolio of client engagements.
• Develop new client relationships and pursue opportunities.
• Maintain up-to-date knowledge of US/UK tax developments and legislation.
• Prepare client advice and present to senior management and stakeholders.
• Mentor and coach junior staff within the team.

Skills

CTA/ACA/ATT

US/UK tax knowledge

Analytical skills

Client advisory

Education

CTA/ACA/ATT or Enrolled Agent (or international equivalent)

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.

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

• You have relevant, detailed and up-to-date US and UK tax knowledge in the personal tax space. Experience of dealing with complex tax issues facing owners, founders and executives, as well as privately or family-owned businesses is highly relevant
• You have strong analytical & technical skills with attention to detail to ensure accurate tax calculations and compliance
• You have experience in researching and preparing advice on international aspects such as residence, domicile and arriving/leaving the US and the UK
• You have strong organisational skills with the ability to meet several deadlines throughout the year and deliver high-quality work.
• You must possess a CTA , ACA , ATT or Enrolled Agency Qualification (or an international equivalent)

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.