US/UK Private Client Tax Assistant Manager

Taxation; Greater London; Hybride; GBP 55 000 - 65 000; Plein temps

Avantages offerts par ce poste

Hybrid work

Bonus

Benefits package

Résumé du poste

Taxation's London private client tax team is expanding, seeking an Assistant Manager to manage a portfolio of HNW US executives, business owners, PE principals and families.

You will oversee US and UK personal tax compliance cycles, review junior preparers, and work with Directors and Partners on planning projects and business development. Hybrid working 2–3 days a week; ATT and EA dual qualifications are encouraged.

Qualifications

• AT T and EA dual-qualified adviser.
• Experience handling high-net-worth client portfolios is expected.
• Strong client communication and networking skills required.

Responsabilités

• Manage a portfolio of HNW US executives, business owners, PE principals and families.
• Oversee annual US and UK personal tax compliance cycles.
• Review work of junior preparers and ensure accuracy and timely delivery.
• Collaborate with Directors and Partners on planning projects and business development.

Connaissances

Client relationship management

US/UK tax knowledge

Tax advisory

Formation

ATT credential

EA designation

Description du poste

Want to be more than a face in the crowd? We are working with one of London's high-end tax boutiques, who specialise in the provision of tax and wealth planning advice to HNW American clients.

Their Private Client Tax team is thriving, growing and keen to appoint an additional adviser at Assistant Manager grade. The incoming individual will look after a portfolio of HNW US executives, business owners, PE principals and their families. Acting as a key point of contact, they will manage the client relationship, oversee the annual US and UK personal tax compliance cycles and review the work of junior preparers. They will also work closely with respected Directors and Partners on ad hoc planning projects and networking/business development activities.

This is an opportunity for an ATT and EA dual-qualified adviser to develop their career in a supportive environment where they will have a genuine voice. They will take on early responsibility and be encouraged and assisted with progression towards Manager grade. Longer-term prospects are also excellent.

Salary will be dependent on experience, but is likely to be in the region £55k-£65k + bens + bonus. The team operates hybrid working 2-3 days a week.