Private Client US/UK Tax Manager

Evelyn Partners; London; On-site; GBP 60,000 - 90,000; Full time

Job summary

Evelyn Partners is seeking a Private Client US/UK Tax Manager in London. The role involves managing a portfolio of complex US connected clients, delivering top-tier advisory services while collaborating with senior staff. Successful candidates will possess significant tax advisory expertise and relevant professional qualifications, ensuring excellence in client service.

Benefits

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Significant relevant experience in a professional services firm.
• Sound knowledge of private client tax issues, especially for US clients.
• Experience in managing complex compliance and advising non-domiciled individuals.

Responsibilities

• Manage portfolio of US connected clients with complex tax affairs.
• Liaise with clients on advisory matters and manage HMRC/IRS inquiries.
• Assist partners in tax planning projects and supervise junior staff.

Skills

Client Relationship Management

Tax Planning

Compliance Management

People Management

Education

US Enrolled agent or CPA

Qualified Chartered Accountant

Chartered Tax Adviser

Job description

Private Client US/UK Tax Manager, London

Client:

Location:

London, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

Job Reference:

Job Views:

2

Posted:

02.06.2025

Expiry Date:

17.07.2025

Job Description:

Company Description

Evelyn Partners is the UK’s leading integrated wealth management and professional services group,with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.

We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey.

An exceptional track record of growth and innovation is driven by our core values of:Personal,offering advice based on a true understanding of what matters to our clients;Partnership, working with our clients in a joined-up, collaborative way; andPerformance, demonstrating a breadth and depth of advice expertise to deliver first-class results.

Read more about us and available career opportunities here: and

Job Description

Why Evelyn Partners London?

Our team operates from the Evelyn Partners head office, fostering collaboration among 1,600 colleagues in a modern environment.

We prioritise audit quality through regular training sessions and social events to encourage best practice sharing and teamwork. Additionally, our office is divided into smaller pastoral care teams to foster relationships and ensure a supportive culture, emphasising wellbeing.

What will you be doing?

We’re seeking a talented individual to join our US/UK Private Client Tax in London, which is responsible for managing your own portfolio of US connected clients and working with senior staff on consultancy and advisory personal tax planning and projects.

As US/UK Private Client Tax manager, your responsibilities will include among others

Key Responsibilities

• Deliver excellent client service by maintaining client relationships
• Manage a portfolio of personal clients with complex tax affairs, focusing on UK resident US connected clients, including HNW individuals and business owners.
• Day to day responsibility for meeting both client and compliance deadlines (UK and US), monitoring time limits, extensions and elections
• Liaise proactively with clients on advisory matters
• Assisting Partners in, and where appropriate, lead tax planning projects such as non-domicile issues, expatriation, trust planning and business structuring
• Manage HMRC/IRS enquiries and LDF related matters and dealing with HMRC/IRS correspondence of both compliance and advisory nature
• Responsible for billing and monitoring budgets
• Review compliance and basic advisory work prepared by more junior members of staff
• Assist with managing junior member of staff including helping them with technical and personal development
• Present at technical training sessions
• Engage in personal business development activities and support business development activities of the team
• Maintain technical knowledge
• Ensuring internal procedures are adhered to and responsible for some departmental administrative task

Qualifications

Key Skills and Experience

• Significant relevant experience gained within a professional services firm.
• Sound knowledge of private client tax issues with particular experience of advising US clients and non domiciled individuals
• Demonstrable experience of delivering tax planning/advisory projects.
• Demonstrable experience of managing complex compliance issues.
• People management and organizational

Professional Qualifications and Education

• US Enrolled agent or CPA
• Qualified Chartered Accountant and/or Chartered Tax Adviser

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

• Private medical insurance
• Life assurance
• Pension contribution
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

Please note that if you are NOT a passport holder of the country for the vacancy you might need a work permit. Check our Blog for more information.

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Created on 02/06/2025 by TN United Kingdom