OverviewA specialist US & UK tax advisory firm is seeking an experienced Assistant Tax Manager to join its growing team in London. This is an excellent opportunity for a tax professional with US and UK private client experience to manage a diverse portfolio, work with high-net-worth individuals, and develop their expertise in cross-border taxation.
The successful candidate will play a key role in delivering accurate compliance services, identifying tax planning opportunities, and building strong client relationships across both US and UK tax jurisdictions.
Key Responsibilities:- 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.
Qualifications & Skills:
- 4 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.
- Work well in a team and have good interpersonal skills.
Benefits
- 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).
- 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.
- Flexible hours of work
- Payment of one professional subscription per annum.
If you are interested in a conversation to explore further, we'd love to hear from you.