US/UK Tax Manager / Senior Manager

SW Group; London; On-site; GBP 70,000 - 100,000; Full time

Job summary

A prominent firm in London seeks a skilled US/UK Tax Manager to join their Private Client Tax team. This role involves managing a diverse portfolio of US-connected clients and providing high-quality advisory services, ensuring compliance with tax regulations. The ideal candidate will possess extensive experience and relevant qualifications, including CPA or Chartered Accountant credentials, to excel in this challenging and rewarding position.

Benefits

Private Medical Insurance

Life Assurance

Pension Contributions

Hybrid Working Options

Generous Holiday Package

Fully Funded Professional Training

Cycle-to-Work Scheme

Season Ticket Loan

Eye Care Support

Qualifications

• Significant experience in a professional services firm.
• Strong knowledge of advising US clients and non-domiciled individuals.
• People management skills and experience in compliance projects.

Responsibilities

• Manage a portfolio of complex personal tax clients.
• Ensure compliance with UK and US tax deadlines.
• Assist and lead tax planning projects, and manage HMRC/IRS enquiries.

Skills

Private Client Tax Knowledge

Advisory Services

Client Relationship Management

Organizational Skills

Education

US Enrolled Agent or CPA

Chartered Accountant and/or Chartered Tax Adviser

Job description

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US/UK Tax Manager / Senior Manager, London

Client: SW Group

Location: London, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Reference: fe69c7ecdb6c

Job Views: 5

Posted: 18.06.2025

Expiry Date: 02.08.2025

Job Description

We are seeking a talented individual to join our US/UK Private Client Tax team in London. The role involves managing a portfolio of US-connected clients, providing consultancy and advisory services on personal tax planning and projects.

Key Responsibilities

• Maintain excellent client relationships and deliver high-quality service.
• Manage a portfolio of complex personal tax clients, focusing on UK resident US-connected clients, including HNW individuals and business owners.
• Ensure compliance with UK and US deadlines, monitor time limits, and handle extensions and elections.
• Liaise proactively with clients on advisory matters.
• Assist and lead tax planning projects, including non-domicile issues, expatriation, trust planning, and business structuring.
• Manage HMRC/IRS enquiries and correspondence related to compliance and advisory matters.
• Oversee billing and monitor budgets.
• Review work prepared by junior staff and support their development.
• Present at technical training sessions and contribute to personal and team business development.
• Maintain technical knowledge and adhere to internal procedures.

Qualifications and Experience

• Significant experience in a professional services firm.
• Strong knowledge of private client tax issues, especially advising US clients and non-domiciled individuals.
• Experience in delivering tax planning and compliance projects.
• People management skills and organizational abilities.

Professional Qualifications

• US Enrolled Agent or CPA
• Chartered Accountant and/or Chartered Tax Adviser

Additional Benefits

• Competitive salary and private medical insurance.
• Life assurance, pension contributions, and hybrid working options.
• Generous holiday package, including options to purchase additional leave and shared parental leave.
• Fully funded professional training, cycle-to-work scheme, season ticket loan, and eye care support.

We value diversity and are committed to an inclusive workplace. We accommodate reasonable adjustments during the application process.