US/UK Tax Dual Senior Manager

Citrine International Tax; Oxford; Hybrid; GBP 110,000 - 160,000; Full time

Benefits offered by this job

Bonus: discretionary

Annual leave: 25 days + holidays

Private medical insurance

Employee Assistance Programme

Social events

Hybrid working

Job summary

Citrine International Tax is seeking a Senior Manager to lead UK/US private client tax for a growing UK practice. You will advise high-net-worth individuals and families on cross-border matters, lead managers and junior staff, and drive delivery across a substantial client portfolio.

The role demands deep technical expertise, strong commercial judgement and excellent leadership. You will own client relationships, manage engagements end-to-end and contribute to the growth of the practice.

Qualifications

• ATT, CTA, EA or CPA or equivalent.
• Recognised authority in UK/US private client tax and cross-border matters.
• Experience in UK/US tax within a professional services firm handling complex engagements.
• Own senior client relationships and portfolio financial performance.
• Experience managing and developing teams including Managers.
• Proven track record of generating new business and leading proposals.
• Excellent communication with senior clients and firm leadership.
• Proficiency in tax software and MS Office tools.

Responsibilities

• Technical leadership on UK/US private client taxation and cross-border matters.
• Own senior client relationships across a substantial portfolio.
• Accountability for financial and service performance of the portfolio.
• Review and sign-off of UK/US returns and complex work.
• Independently manage high-value engagements and control scope/budgets.
• Oversee HMRC/IRS enquiries and related correspondence.
• Lead and develop staff, including Managers, and succession planning.
• Collaborate with Directors on firm-wide priorities and cross-functional projects.
• Generate new business and lead major proposals.
• Work with third parties to deliver comprehensive client solutions.
• Lead internal technical training and contribute to training sessions.
• Develop software/tools with the team to improve client service.

Skills

Technical leadership

Senior client relationships

Engagement management

Leadership

Business development

Cross-border tax

Communication skills

Software proficiency

Education

Professional qualification (ATT/CTA/EA/CPA)

Tools

CCH Axcess

CCH UK

MS Office

Adobe Acrobat

Job description

Hybrid role based in our Oxford or London office.

ABOUT CITRINE

Citrine International has advised individuals and families on their UK and US tax affairs since 2002.

Citrine is part of Multiplier, a group that backs specialist professional services firms and helps them grow through technology and AI. For you, that means the best of both. You'll join a close-knit, specialist team, with the investment and in-house software development of a larger group behind you. You'll also be part of a wider network of tax and accounting firms, so there's plenty of chance to share knowledge and grow your career.

THE ROLE

As a Senior Manager in our carefully growing UK/US international tax practice, you will be a recognised technical authority and the senior relationship holder for a substantial portfolio of clients. You will advise high-net-worth individuals, entrepreneurs and families on complex cross-border tax matters and lead the Managers and junior staff who deliver the work.

The role requires deep technical expertise, strong commercial judgement and excellent leadership and communication skills. You will be accountable for the financial and service performance of your portfolio, manage complex, high-value engagements independently, and help grow the practice.

KEY RESPONSIBILITIES

• Technical leadership: Act as a recognised technical authority on UK and US private client taxation, advising with confidence on complex cross-border matters, including residency, inheritance and estate tax. Broaden your expertise into adjacent areas and act as a technical reference point for the team.
• Client relationships: Own senior client relationships across a significant portfolio, largely independently of Director involvement. Act as a trusted strategic adviser and extend the services we provide beyond the original scope where this benefits the client.
• Portfolio accountability: Be fully accountable for the financial and service performance of your portfolio, including fees, scoping, profitability and client satisfaction.
• Review and sign-off: Carry out final technical review and sign-off of UK and US returns and other complex work prepared by Managers and junior staff, ensuring accuracy, quality and compliance with regulatory requirements and internal policies.
• Engagement management: Independently manage complex, high-value engagements across the portfolio, controlling scope, budgets and deadlines, and resolving escalations.
• Tax authority enquiries: Oversee the handling of HMRC and IRS enquiries and disclosure-related matters, and review correspondence with the tax authorities on both compliance and advisory issues.
• Risk and compliance: Ensure compliance with relevant tax laws and regulations, identifying risks and opportunities for clients and escalating to Directors where appropriate.
• Leading and developing people: Lead staff across several concurrent engagements and manage the performance of your direct reports, including appraisals and career conversations. Develop Managers and future leaders and contribute to succession planning.
• Teamwork and firm leadership: Collaborate closely with fellow Senior Managers and Directors on firm-wide priorities and build a strong collaborative reputation across the firm.
• Business development: Independently generate new business, lead major proposals and build your own external network.
• Collaboration with third parties: Work closely with third parties, including legal and wealth management teams, to deliver comprehensive client solutions.
• Technical training: Keep your UK and US technical knowledge up to date, and lead and contribute to internal technical training sessions.
• Software and process development: Work with colleagues and our software development team to create industry-leading tools that help us deliver the best service to clients and help shape our people processes and ways of working so we get the most from these developments.

REQUIRED QUALIFICATIONS AND EXPERIENCE

• A professional qualification such as ATT, CTA, EA or CPA.
• Recognised technical authority in UK and US private client taxation, including residency, domicile, cross-border tax planning, and capital gains and inheritance/estate tax.
• Substantial experience in a UK/US tax role within a professional services firm, including managing complex, high-value engagements and reviewing the work of others.
• Proven experience of owning senior client relationships and managing a substantial portfolio, including its financial performance.
• Experience of managing, appraising and developing teams, including Managers.
• A track record of generating new business and leading proposals.
• Excellent communication skills, operating confidently with senior clients and firm leadership, including in difficult conversations and negotiations.
• Proficiency in tax preparation software (e.g. CCH Axcess, CCH UK) and wider software (MS Office, Adobe Acrobat).

WHAT WE OFFER

• Bonus: Discretionary bonus scheme
• Annual leave: 25 days plus bank holidays, with additional days as your service grows
• Private medical insurance: Private healthcare
• Employee Assistance Programme: confidential support for you whenever you need it
• Social: regular team lunches, team building, yoga and social events
• Hybrid working: 1-2 days a week working from home