US & UK Assistant Tax Manager

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 is a boutique US/UK tax services firm with 8-10 employees working out of their Pall Mall office.

Satis is one of the few firms to be able to provide specialist wealth and tax planning advice and services to Americans living in the UK.

This is a tax role, principally based at our London office. The duties will include:

• Actively managing a client portfolio to ensure US and UK personal tax compliance requirements are filed timely and accurately.
• Building and maintaining good relationships with clients and identify opportunities for business development.
• Reviewing tax returns and work of junior members of staff.
• Identifying and communicating potential risks and technical matters to senior members of the team.
• Managing the finance of an engagement, including monitoring budgets.

The ideal candidate

• The ideal candidate will have the following skills:
• 4 Years + tax experience in US/UK Private Client tax, preferably with experience in dealing with High-Net-Worth clients, private equity executives and Business owner clients.
• Is a qualified member of ATT and is an Enrolled Agent (EA)
• Has experience with CCH Axcess or CCH Prosystem for the preparation of US tax returns.
• Capable in proactively managing their client portfolio whilst working closely with senior and junior members of the team.Be IT competent and familiar with Microsoft computerised packages.
• The ability to organise, prioritise and work to meet tight deadlines.
• Work well in a team and have good interpersonal skills.

Remuneration will be dependent on experience.

The package will include:

• Annual Leave will be 25 days per annum.
• Discretionary annual Summer Bonus.
• Annual Christmas Bonus equivalent to 1 week’s salary.
• Salary Sacrifice Pension Scheme all staff are auto enrolled (Employer: 5%; Employee: 3%) subject to eligibility.
• Private Medical Insurance following completion of 3 months service
• Death in Service scheme cover (4x salary).
• Group Income Protection Scheme (non-contributory) following completion of 3 months service.
• Recruitment bounty
• Flexible hours of work
• Payment of one professional subscription per annum.