Associate Director, Private Client Tax

Deloitte (UK); Alabama; Hybrid; USD 119,000 - 159,000; Full time

Job summary

Deloitte seeks an experienced US tax professional at Associate Director (Senior Manager) level to join our private client advisory team in London and Cambridge. You will work with UHNW individuals and family offices on cross-border tax matters, including remuneration, investment structures, residency and domicile, and wealth planning.

You will join a dynamic, high-performing team with development opportunities, mentor junior staff, and benefit from Deloitte's flexible hybrid working model across

Qualifications

• Experience as a US private client tax advisor in private practice, legal firm, or industry providing tax advice.
• Experience reviewing US individual income tax returns (US-only or US/UK dual).
• Enrolled Agent (EA), US CPA, or US state bar admission.

Responsibilities

• Assist Directors/Partners with client relationships, delivery, and operations.
• Lead preparation of high-quality US tax technical advice for clients.
• Oversee timely delivery of tax returns and related work product.
• Develop junior staff and expand the client portfolio.

Skills

US tax expertise

Private client tax

Leadership

Client relationships

Education

EA/CPA/bar admission

Job description

We are looking for an experienced US tax professional at Associate Director (Senior Manager) level to join our pre-eminent private client advisory team in London and Cambridge. Our team sits within a wider Private multi-disciplinary team and we focus on advising the most influential private clients and families including: single family offices, international families and inward investors, private equity and hedge fund owners, trustees (UK and non-UK), on all of their tax affairs.

Connect to your career at Deloitte

Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more.

What brings us all together at Deloitte?It’show we approach the thousands of decisions we make everyday. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, whereverwe arein the world, welead the way,serve with integrity, take care of each other ,fosterinclusion, andcollaborate for measurable impact. These five shared values lead every decision wemake and action we take, guiding us to deliver impact how and where it mattersmost .

Connect to your opportunity

You will become part of a very dynamic and successful team, and help the practice continue to grow the firm's presence in this large and important sector of the UK economy - private markets is a core area of focus and growth for Deloitte in the UK and globally. This means that you will have plenty of development opportunities as well as the chance to learn and work with the market leaders.

We take your development very seriously and pride ourselves in having an open culture and having fun, including a regular programme of team social events.

We are proud to offer flexible working arrangements.

Connect to your skills and professional experience

We are looking for experienced US tax professionals to join our market-leading Private Client team in Cambridge or London.

Our team is a multi-disciplinary team that focuses on building long-lasting relationships and advising the world’s wealthiest and most influential individuals and families, their structures, and their businesses.

We advise on all aspects of an individual’s tax affairs. Many of our clients also have their own single-family offices and other personal wealth structures and businesses and our advice is therefore varied and includes the taxation of remuneration from Private Funds, the tax implications of complex investment structures, residency & domicile matters, the taxation of cross-border transactions and succession and long term wealth planning.

You will become part of a very dynamic and successful team, and help the practice maintain and grow the firm’s presence in the market where we already have a great deal of experience and serve many of the top private clients in the UK. In particular we advise leaders of seven of the top twenty PE firms globally and act for a large number of Single Family Offices around the world. The variety and complexity of our clients’ affairs means that you will have plenty of development opportunities – both technically and personally - as well as the chance to learn and work with the market leaders.

We take individual development very seriously and as well as the opportunity to work on a range of diverse and challenging clients with direct interaction with the partners and directors in the team, you will also receive continuous on the job training.

Our performance management process is structured, transparent and interactive, ensuring you'll receive ongoing supportive feedback to help you achieve your goals.

As an Associate Director, your responsibilities may include:

• Assist Directors and Partners with our client relationships, including technical delivery, project management, client conversations and operational management.
• Exercise commercial judgement, making decisions on how to progress work, in consultation with Directors/Partners.
• Lead preparation of high quality and technically accurate tax technical advice to be delivered in a straightforward manner to the client.
• Coach and mentor more junior members of the team who will assist you in your work but also be looking to you to help develop them.
• Oversee the timely preparation and submission of US tax returns to ensure client obligations are met.
• Take responsibility for the timely delivery of work product to our clients.
• Identify opportunities on existing accounts.
• Contribute towards our brand by building a network amongst professional advisors and potential clients.

Successful candidates will have:

• Experience as a US private client tax advisor gained within a private practice firm, a legal firm or industry providing tax technical advice.
• Experience reviewing US individual income tax returns, either as a US only advisor or as a US/UK dual handler.
• Enrolled Agent (EA), US CPA, or US State legal bar admission.
• Experience of working with UHNW private clients and family offices.
• Strong technical skills across broad range of US private client tax areas.
• Experience of owning a portfolio of clients and the ability to form and maintain strong client relationships.
• Strong people/leadership skills and experience of developing others.
• Commercial awareness and the desire to understand your clients' businesses and/ or objectives.
• Looking for long term career in practice with opportunity to progress.

Connect to your business – Tax

Innovation and tax consultancy may not seem to go together, but that’s exactly what you’ll find at Deloitte. We’re constantly seeking the new and working together to push the limits of what’s possible. Discover a new kind of tax career that you can make your own.

Personal independence

Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request.

Connect with your colleagues

“We advise some of the largest, most prestigious clients in the world, so the work is really challenging and exciting. We also have a fantastic team of smart, driven people, and a supportive, entrepreneurial culture where everyone’s encouraged to be bold, creative, and ambitious”

-Oliver, Tax

Our hybrid working policy

You’ll be based in London with hybrid working.

At Deloitte we understand the importance of balancing your career alongside your home life. That’s why we’ll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you’ll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You’ll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritise your wellbeing. Please check with your recruiter for the specific working requirements that may apply for your role.

Connect to your return to work opportunity

Are you looking to return to the workplace after an extended career break?

For this role we can offer coaching and support designed for returners to refresh your knowledge and skills, and help your transition back into the workplace after a career break of two years or more.

Our commitment to you

Making an impact is more than just what we do: it’s why we’re here. So we work hard to create an environment where you can experience a purpose you believe in, the freedom to be you, and the capacity to go further than ever before.

We want you. The true you. Your own strengths, perspective and personality. So we’re nurturing a culture where everyone belongs, feels supported and heard, and is empowered to make a valuable, personal contribution. You can be sure we’ll take your wellbeing seriously, too. Because it’s only when you’re comfortable and at your best that you can make the kind of impact you, and we, live for.

Your expertise is our capability, so we’ll make sure it never stops growing. Whether it’s from the complex work you do, or the people you collaborate with, you’ll learn every day. Through world-class development, you’ll gain invaluable technical and personal skills. Whatever your level, you’ll learn how to lead.

Connect to your next step

A career at Deloitte is an opportunity to develop in any direction you choose. Join us and you’ll experience a purpose you can believe in and an impact you can see. You’ll be free to bring your true self to work every day. And you’ll never stop growing, whatever your level.

Discover more reasons to connect with us, our people and purpose-driven culture at deloitte.co.uk/careers