US/UK Personal Tax Assistant Manager

Sunrise Cooperative; Borehamwood; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a skilled Personal Tax Assistant Manager to join their dynamic team. This role offers the chance to work with a diverse range of clients, providing expert US and UK tax advisory and compliance services. You will take ownership of financial management, mentor junior staff, and ensure high-quality service delivery. The firm prides itself on fostering a supportive environment that encourages professional growth and development. Join a team where your contributions will be valued, and make a meaningful impact while working with prestigious clients in a collaborative atmosphere.

Benefits

Competitive salary

Extensive benefits for family

Friendly working environment

Opportunities for internal progression

Qualifications

• 5+ years in US and UK personal tax compliance with strong review experience.
• Ability to manage and coach junior staff effectively.

Responsibilities

• Manage financial portfolio, ensuring budget adherence and client satisfaction.
• Supervise junior staff and assist in their development.

Skills

US and UK personal tax compliance

Review and signing of tax returns

Management and coaching of junior staff

Problem-solving skills

Strong communication skills

Time management

Entrepreneurial mindset

Education

Enrolled Agent

ATT qualification

Tools

CCH ProSystem

UK tax preparation software

CCH

Virtual Cabinet

Job description

US / UK Personal Tax Assistant Manager

Job Type: Full Time, Permanent

Location: Mayfair

Salary: £Competitive

About Us

Established in 1975, Sopher + Co is a trusted business adviser of choice for entrepreneurs, owner-managed businesses, high net worth individuals, professional partnerships and expats. Our roots in Elstree led to our early client base in the media and entertainment industry. Since then we have grown immensely, with our portfolio now spanning over 20 industries. Our success is within our people - with endless opportunities and open-mind approach, Sopher + Co is a place where you can drive your career and ambitions forward, sharing and promoting our commitment to excellent client experience.

We are looking for an experienced Tax Assistant Manager to join our growing Tax team in our Borehamwood office. The role offers variety, autonomy and the opportunity to work with an incredibly broad range of clients. You’ll also be responsible for providing US and UK individual tax advisory and compliance services to US connected individuals. Other duties and responsibilities include, but are not limited to:

• Taking ownership for financial management of the portfolio, WIP management, billing targets and cash collection
• Participate in developing and pursuing new clients including preparing for, attending meetings and drafting follow up correspondence
• Document and communicate workflow status to Manager on a regular basis
• Ensure all jobs are completed within specific budgets, keeping Manager informed at all times of progress of job
• Ensure timesheets are completed and submitted weekly
• Ensure WIP levels are kept within set budgets and advise Manager of potential budget over runs
• Ensure productivity level meets or exceeds budget expectation
• Draft Bills for clients and submit to Manager for approval
• Assist junior staff in developing their understanding of the various software packages, tax laws and statutory requirements
• Supervising junior members of staff with an active role to maximise their performance and during the annual staff appraisal process
• Keep abreast of developments in accounting, taxation and relevant computer software
• Attend all allocated internal and external training sessions as required

Personal Requirements

Sopher + Co take pride in their employees and their achievements whilst praising and recognising hard work. We are looking for people who embrace the 3 C’s – change, challenge and commitment. You will also have/be:

• At least 5 seasons’ experience with US and UK personal tax compliance
• Experience of review and signing US and UK income tax returns
• Management / coaching of junior members of staff
• Experience with CCH ProSystem and UK tax preparation software
• Enrolled Agent, ATT
• Entrepreneurial self-starter
• Experience working with US and UK tax rules and efficiently managing the interaction between the two tax regimes
• Knowledge and experience with corporates and trusts (preferred by not essential)
• Experience of signing US tax returns
• Supervision of junior staff in gathering information for completion of US and UK tax returns
• Good problem-solving skills to address client issues
• Strong communication and interpersonal skills between clients, staff and management
• Advanced computer operational skills
• Organised and with a high level of time management skills and solid attention to detail
• Experience working with CCH and Virtual Cabinet
• The ability to work with prestigious clients who require complete confidentiality
• Knowledge and experience with trusts advantageous but not essential
• Team player and promoter of a positive working culture among the team members

In Return

We will offer you a competitive package, including extensive benefits for you and your family, a comfortable warm and friendly environment with great people and the chance to work with some of the most prestigious clients that no other family-based firm can offer. Sopher + Co strongly believe in staff development and continuously encourage internal progression.

Sopher + Co is committed to the principle of equality of opportunity in employment and we expect all our employees to act in accordance with this policy, we recognise the key role it plays in the success of our business.