US & UK Tax Senior for Satis Tax Limited - London

Hillier Hopkins LLP; London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading tax service firm is seeking a US & UK Tax Senior to manage client portfolios and ensure timely tax compliance. The role requires extensive experience in tax for High-Net-Worth clients and offers competitive remuneration and benefits, including flexible hours and annual bonuses.

Benefits

Salary Sacrifice Pension Scheme

Annual Christmas Bonus

Discretionary Summer Bonus

Private Medical Insurance

Death In Service scheme cover

Group Income Protection Scheme

25 days annual leave

Recruitment bounty

Flexible hours of work

Payment of one professional subscription

Qualifications

• 3+ years of tax experience with High-Net-Worth clients.
• Proficient in US/UK tax compliance and relationship management.

Responsibilities

• Manage US and UK personal tax compliance.
• Review tax returns and develop junior team members.
• Identify business development opportunities.

Skills

Tax experience in US/UK Private Client tax

Interpersonal skills

IT competence

Education

Qualified member of ATT

Enrolled Agent (EA)

Tools

CCH Axcess

CCH Prosystem

Job description

US & UK Tax Senior for Satis Tax Limited - London

Interested in one of our vacancies?

Please complete the application form below.

The Firm

Satis Tax is a boutique US/UK tax services firm with 8-10 employees working out of their Pall Mall office. The team is led by Ross Badger who co-founded Satis Tax and Satis Asset Management.

Satis is one of the few firms to be able to provide specialist wealth and tax planning advice and services to Americans living in the UK.

This is a tax role, principally based at our London office. The duties will include:

• Actively managing a client portfolio to ensure US and UK personal tax compliance requirements are filed timely and accurately. This includes requesting information to prepare US/UK returns.
• Reviewing tax returns and work of junior members of staff.
• Building and maintaining good relationships with clients and identify opportunities for business development.
• Identifying and communicating potential risks and technical matters to senior members of the team.
• Managing the finance of an engagement, including monitoring budgets.

The Ideal Candidate

The ideal candidate will have the following skills:

• 3 Years + tax experience in US/UK Private Client tax, preferably with experience in dealing with High-Net-Worth clients, private equity executives and Business owner clients.
• Is a qualified member of ATT and is an Enrolled Agent (EA).
• Has experience with CCH Axcess or CCH Prosystem for the preparation of US tax returns.
• Capable in proactively managing their client portfolio whilst working closely with senior and junior members of the team.
• Be IT competent and familiar with Microsoft computerised packages.
• The ability to organise, prioritise and work to meet tight deadlines.
• Be a team player with good interpersonal skills.
• Remuneration will be dependent on experience.

The package will include:

• Salary Sacrifice Pension Scheme all staff are auto enrolled. (Employer: 5%; Employee: 3%) subject to eligibility.
• Annual Christmas Bonus equivalent to 1 week’s salary.
• Discretionary annual Summer Bonus.
• Private Medical Insurance following completion of a 3-month probationary period (this is a taxable benefit).
• Death In Service scheme cover (4x salary).
• Group Income Protection Scheme (non-contributory) following completion of a 3 month probationary period.
• Annual Leave will be 25 days per annum (pro-rata), 3 days are normally taken at Christmas/New Year.
• Recruitment bounty.
• Flexible hours of work
• Payment of one professional subscription per annum.

To apply for this position please complete the application form below.

Dates not available for interview (i.e. exams)

Do you require a work permit? Yes No

If yes, what is the expiry date?

Are you able to provide proof of your legal entitlement to work in the UK? Yes No

Do you hold a current UK driving licence? Yes No

Do you have access to a car? Yes No

Have you been convicted of a criminal offence which is not legally spent? Yes No

(If yes, before you can be offered a position you will be required to submit written details which will be treated in the strictest confidence.)

(Declaration subject to Rehabilitation Of Offenders Act 1974)? There is no need to disclose any offences committed before the age of 17 (unless committed within the last 10 years) which are spent for the purposes of the Rehabilitation of Offenders Act 1994; or any road traffic offences that did not lead to disqualification or a prison sentence.