US/UK Tax Director - Trust And Estate Specialist

Austin Fraser; City Of London; On-site; GBP 60,000 - 100,000; Full time

Job description

US/UK Tax Director - Trust and Estate Specialist

A leading accountancy and business advisory firm is seeking a highly skilled professional to join its Private Client team as a US/UK Tax Director specialising in Trusts and Estates.

This firm partners with ambitious, high-growth businesses and their leadership teams, providing tailored advice to navigate an evolving financial landscape.

Expanding Expertise in Private Client Services

The firm's Private Client team manages the financial affairs of individuals, families, and entrepreneurs, offering strategic tax planning and advisory services. This role involves working closely with clients to ensure their tax obligations align with personal and business goals, fostering long-term relationships built on trust and expertise. With a strong global presence, the firm is widely recognised for its excellence in supporting entrepreneurs and owner-managed businesses. This position requires a combination of technical proficiency and strong interpersonal skills, as it involves advising high-net-worth individuals and travelling internationally to engage with clients.

Role Responsibilities

1. Managing and advising on trust and estate tax matters for ultra-high-net-worth families and their family offices
2. Working closely with trustees and wealth advisory teams to address taxation considerations
3. Leading projects related to US and foreign trust matters for settlers and beneficiaries
4. Developing and leading a specialist Trust and Estate advisory group within the US/UK Private Client practice
5. Signing off on tax forms, including 1040, 1040NR, and 3520
6. Overseeing client relationships with a proactive, advisory-driven approach
7. Collaborating with legal, wealth management, and financial advisory professionals to support clients with US tax considerations
8. Providing guidance on dual US/UK succession planning, including trust structuring and estate planning
9. Applying expertise in the UK/US tax treaty and complex foreign tax credit scenarios
10. Advising clients on pre-US and pre-UK residency tax planning strategies
11. Delivering internal and external presentations on relevant tax topics
12. Supporting team members through mentorship, training, and knowledge sharing
13. Driving efficiency improvements and contributing to the strategic evolution of the firm's US Private Client Services offering

Ideal Candidate Profile

1. US Enrolled Agent (EA) and ATT qualifications (minimum requirement)
2. Extensive experience advising ultra-high-net-worth individuals on US and UK private client tax matters
3. A strong track record in trusts and estates, including working with trustees and wealth advisory teams
4. Proven ability to lead complex projects and navigate intricate tax regulations
5. Strong leadership, communication, and relationship management skills
6. A collaborative mindset and an enthusiasm for continuous learning and development

A People-Focused, Agile Working Environment

This firm values individuality and is committed to fostering a culture of support and collaboration. Colleagues are encouraged to contribute innovative ideas, expand their expertise, and develop their careers in a supportive environment. With an agile working model, professionals can tailor their work approach to best suit their teams and responsibilities.

Looking to the Future

By partnering with entrepreneurial businesses, this firm plays a crucial role in driving economic success. With a clear vision for the future, it continuously adapts and evolves, ensuring that it remains a leader in global advisory services. Through a combination of expertise, integrity, and forward-thinking strategies, the firm empowers professionals to make a meaningful impact.

Inventum Group is acting as an Employment Agency in relation to this vacancy.