US/UK Tax Assistant Manager

AJ Chambers ®; Greater London; Sur place; GBP 70 000 - 120 000; Plein temps

Résumé du poste

AJ Chambers is seeking a US/UK Assistant Tax Manager to handle complex cross-border tax issues for expatriates and mobile individuals. You will work on US and UK returns, provide client service, mentor junior staff and contribute to business growth.

The role requires deep knowledge of US and UK tax systems, tax treaties, and proficiency with Pro-system FX or CCH Axcess.

Qualifications

• 3+ years of US & UK individual taxation experience.
• Knowledge of US-UK tax treaties and expatriation rules.
• Experience with multi-jurisdictional tax returns and compliance.
• EA/ATT/CTA certification or working toward it.
• Familiarity with tax filing systems such as Pro-system FX or CCH Axcess.

Responsabilités

• Manage preparation and review of US and UK tax returns for individual clients.
• Ensure timely filing of tax returns, estimates, and extensions for multi-jurisdictional obligations.
• Lead the preparation and organisation of procedures for delinquent returns (FBARs, etc.).
• Prepare responses to inquiries from IRS, HMRC, and other authorities.
• Mentor junior team members and assist with research and client processes.
• Advise clients on tax-efficient structures and residency issues.
• Draft memos addressing UK residency and other tax matters.

Connaissances

Cross-border tax

US tax

UK tax

Client relationships

Team mentoring

Research & consultations

Formation

EA / Enrolled Agent

ATT / CTA

Professional tax certification

Outils

Pro-system FX

CCH Axcess

Description du poste

US/UK Assistant Tax Managers will be responsible for managing complex tax issues for expatriates and internationally mobile individuals. The ideal Assistant Tax Manager will have in-depth knowledge of both US and UK tax systems and experience with cross-border tax issues and compliance. Their role is varied including hands-on work, client relationships, team mentoring alongside contributions to business improvement and growth.

Responsibilities:

Tax Compliance

• Manage the preparation and review of US and UK tax returns (Forms 1040, Form 8938, FBARs, UK Self-Assessment, etc.) for individual clients.
• Ensure timely filing of tax returns, estimates, and extensions for clients with complex, multi-jurisdictional tax obligations.
• Lead the preparation and organisation of procedures for clients with delinquent returns (SFOPs, SDOPs, Delinquent FBAR submission Procedures and WDFs).
• Prepare responses and documentation to address inquiries from the IRS, HMRC, or other relevant authorities.
• Assist senior members of team with research, consultations and prospective client processes.
• Advise clients on tax-efficient structures, the tax implications of investments and punitive tax regimes in the US and UK.
• Draft written memos relating to various tax matters including determining UK residency through SRT.

Client Relationship Management

• Serve as the primary point of contact for a portfolio of clients, providing a high level of service and addressing all tax-related queries.
• Build and maintain strong relationships with clients, ensuring client satisfaction and retention.
• Supervise and mentor junior tax team members, providing guidance on US and UK tax regulations and compliance.
• Review the work of junior team members to ensure quality and accuracy.
• Assist with the development and training of team members to enhance their understanding of tax issues for US citizens residing in the UK.
• Support tax team lead (currently two tax teams) to create and maintain a high performing team. Become a capable deputy in the absence of the tax team lead.

Experience, Education & Qualifications

• Will likely have 3+ years of experience in tax, with a focus on US and UK individual taxation. In depth knowledge of the US and UK tax systems, including tax treaties and US expatriation rules.
• Beneficial to be experienced in US treatment of foreign companies (Form 5471, GILTI, Form 8832 elections)
• Attained or working towards professional tax certification such as EA (Enrolled Agent), ATT or CTA (Chartered Tax Adviser).
• Familiar with tax filing systems including Pro-system FX and / or CCH Axcess.

Characteristics / About you

You are:

• Organized, accurate and with a high level of attention to detail.
• An excellent communicator with strong interpersonal skills to explain complex tax matters in a clear and concise manner.
• Adept at managing multiple clients and deadlines in a fast-paced environment.
• Enjoy working in a team with other hard-working tax professionals.