US/UK Trust & Estate Tax Director – UHNW

BDO; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading accountancy and business advisory firm in the UK seeks a proactive advisor with a strong advisory background, particularly in US and UK tax matters for UHNW families. The ideal candidate will have US Enrolled Agent and ATT qualifications, alongside robust experience in trusts and estates. You will navigate complex tax scenarios and build lasting client relationships. This role offers opportunities for personal development in a collaborative and supportive culture.

Benefits

Agile working opportunities

Career development programs

Access to collaborative spaces

Qualifications

• US Enrolled Agent (EA) and ATT qualifications required as a minimum.
• Broad base of US and UK private client experience working with UHNW families.
• Experience advising in the trusts and estates specialist area.

Responsibilities

• Signing out tax Forms 1040, 1040NR.
• Leading client relationships with a proactive advisory approach.
• Advising on US/UK succession planning.

Skills

US Enrolled Agent (EA)

US and UK private client experience

Trusts and estates advisory experience

Experience leading projects

People management skills

Education

ATT qualifications

Job description

A leading accountancy and business advisory firm in the UK seeks a proactive advisor with a strong advisory background, particularly in US and UK tax matters for UHNW families. The ideal candidate will have US Enrolled Agent and ATT qualifications, alongside robust experience in trusts and estates. You will navigate complex tax scenarios and build lasting client relationships. This role offers opportunities for personal development in a collaborative and supportive culture.