UK Senior Tax Associate

Dyke Yaxley, LLC; Cleveland (OH); Hybrid; USD 85,000 - 125,000; Full time

Job summary

DY USA in Cleveland, OH is seeking a Senior Tax Associate to handle complex UK tax returns for individuals and US personal tax returns. You will review returns, ensure compliance, and mentor junior staff.

This role emphasizes client management, tax planning support, and detailed research. Hybrid work may be available after training as you deepen knowledge of UK and US tax regulations.

Qualifications

• Typically, 3–5 years’ experience within a public accounting or tax environment.
• Experience working with personal and/or business tax returns.
• Experience across UK and/or US taxation would be advantageous.
• Strong knowledge of UK tax regulations.
• Development of US personal tax knowledge.
• Experience preparing complex tax returns.
• Developing experience in tax return review.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• Strong organisational and time-management skills.
• Experience managing multiple client engagements and deadlines.
• A strong client-service mindset.
• The ability to explain tax issues clearly to clients.
• Experience supporting or mentoring junior colleagues.
• Proficiency with tax preparation and research software, such as CCH and Karbon.

Responsibilities

• Prepare complex UK tax returns for individuals.
• Develop skill of preparing US personal tax returns.
• Review straightforward tax returns for accuracy, compliance and quality.
• Ensure tax returns and payments are completed accurately and within required deadlines.
• Support the delivery of tax planning and advisory projects.
• Undertake detailed tax research and communicate findings to colleagues and senior management.
• Support clients with tax-related queries and provide clear, practical guidance.
• Act as a key point of contact for a portfolio of clients.
• Assist with responses to tax authority notices and provide supporting documentation.
• Develop strong and effective client relationships through regular communication and meetings.
• Supervise, support and mentor junior Tax Associates.
• Review junior colleagues’ work and provide constructive feedback.
• Manage multiple client engagements and ensure work is delivered accurately and on time.
• Identify opportunities to improve tax processes and implement best practice.

Skills

Analytical skills

Problem-solving

Communication skills

Time management

Client management

Tools

CCH

Karbon

Job description

DY USA is an award-winning, fast-growing UK-US tax and business advisory firm with offices located in the US (Cleveland, OH) and UK (Shrewsbury, UK).

Our success is driven by achieving results for our clients, providing high quality client service, and taking care of our team members as family – focusing on providing the resources and support to empower them to achieve professional success and personal wellbeing and happiness.

As a Senior Tax Associate, you’ll take responsibility for preparing more complex tax returns while developing your review, client management and mentoring responsibilities.

You’ll act as a key point of contact for a portfolio of clients, provide support on tax planning and research assignments, and assist with more complex tax matters.

This is an ideal opportunity for an experienced Tax Associate looking to progress their career and develop towards a future Tax Manager position.

The Senior Tax Associate will be responsible for preparing more complex tax returns while developing tax return review skill, and ensuring compliance with federal, state, and local tax laws. This role requires strong analytical skills and begin to develop the ability to manage client relationships while supporting junior team members. The ideal candidate will have in-depth knowledge of tax laws, a keen attention to detail, and the ability to provide basic advice to clients. The position is office-based, with potential for a hybrid schedule after training is completed.

• Prepare complex UK tax returns for individuals.
• Develop skill of preparing US personal tax returns
• Review straightforward tax returns for accuracy, compliance and quality
• Ensure tax returns and payments are completed accurately and within required deadlines
• Support the delivery of tax planning and advisory projects
• Undertake detailed tax research and communicate findings to colleagues and senior management
• Support clients with tax-related queries and provide clear, practical guidance
• Act as a key point of contact for a portfolio of clients
• Assist with responses to tax authority notices and provide supporting documentation
• Develop strong and effective client relationships through regular communication and meetings
• Supervise, support and mentor junior Tax Associates
• Review junior colleagues’ work and provide constructive feedback
• Manage multiple client engagements and ensure work is delivered accurately and on time
• Identify opportunities to improve tax processes and implement best practice
• Typically, 3–5 years’ experience within a public accounting or tax environment
• Experience working with personal and/or business tax returns
• Experience across UK and/or US taxation would be advantageous
• Strong knowledge of UK tax regulations
• Development of US personal tax knowledge
• Experience preparing complex tax returns
• Developing experience in tax return review
• Strong analytical and problem-solving skills
• Excellent written and verbal communication skills
• Strong organisational and time-management skills
• Experience managing multiple client engagements and deadlines
• A strong client-service mindset
• The ability to explain tax issues clearly to clients
• Experience supporting or mentoring junior colleagues
• Proficiency with tax preparation and research software, such as CCH and Karbon

DY USA is committed to fostering an inclusive environment where different backgrounds, experiences, and perspectives are valued and where team members can contribute, grow their careers, and thrive.