Private Client US / UK Tax Assistant

SW Group; London; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

A leading financial services firm in London is seeking a Private Client US / UK Tax Assistant to prepare tax returns and mentor associates. This role requires comprehensive knowledge of US and UK tax laws and offers competitive salary along with hybrid working opportunities. Candidates with relevant experience in professional services are encouraged to apply.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Cycle to work scheme

Qualifications

• Relevant experience within a professional services firm.
• In-depth knowledge of US and UK individual tax laws.
• Experience managing complex compliance issues.

Responsibilities

• Preparation of US & UK tax returns for a diverse portfolio of clients.
• Training and mentoring 1st year associates.
• Assisting Managers with tax planning and advisory services.

Skills

Knowledge of private client tax issues

Communication skills

Team working ability

Education

US Enrolled Agent (EA)

ATT

Job description

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Private Client US / UK Tax Assistant, London

Client: SW Group

Location: London, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Reference: a163237be2a8

Job Views: 13

Posted: 12.08.2025

Expiry Date: 26.09.2025

Job Description:

We’re seeking a talented individual to join our US/UK Private Client Tax team in London, responsible for preparing US & UK tax returns.

Responsibilities include:

• Preparation of US & UK tax returns for a diverse portfolio of clients
• Training and mentoring 1st year associates
• Assisting Managers with tax planning and advisory services to private clients
• Maintaining and building strong client relationships
• Staying updated on tax legislation changes in both the US and the UK
• Supporting the Management team in building the US/UK tax team

Qualifications:

To succeed, you should:

• Have relevant experience within a professional services firm
• Possess knowledge of private client tax issues, especially US clients and non-domiciled individuals
• Have in-depth knowledge of US and UK individual tax laws
• Demonstrate experience managing complex compliance issues
• Have good communication skills and team working ability

Professional Qualifications and Education:

• US Enrolled Agent (EA) or studying towards it
• ATT or studying towards it

Additional Benefits:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependent)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave
• Fully funded professional qualification training
• Cycle to work scheme
• Season ticket loan
• Eye care support

We value diversity and are committed to an inclusive workplace. We welcome reasonable adjustments throughout the application process.