At a Glance
- Tasks: Manage client portfolios for US and UK tax compliance, ensuring timely and accurate filings.
- Company: Join a dynamic London-based firm focused on personal tax services for high-net-worth clients.
- Benefits: Enjoy flexible working options and opportunities for professional growth in a supportive environment.
- Why this job: Be part of a collaborative team that values relationships and offers impactful work in tax management.
- Qualifications: 4+ years in US/UK tax, ATT qualified, and experience with high-net-worth clients required.
- Other info: Familiarity with CCH Axcess or CCH Prosystem is a plus.
The predicted salary is between 36000 - 60000 £ per year.
Our client based in London is looking for a US & UK Tax Assistant Tax Manager. 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 identifying 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:
- 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 of 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.
- Work well in a team and have good interpersonal skills.
US & UK Tax Assistant Tax Manager employer: Parkside
Contact Detail:
Parkside Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land US & UK Tax Assistant Tax Manager
✨Tip Number 1
Network with professionals in the tax industry, especially those who have experience with US and UK tax compliance. Attend relevant seminars or webinars to meet potential colleagues and clients, as personal connections can often lead to job opportunities.
✨Tip Number 2
Familiarise yourself with the latest tax regulations and compliance requirements for both the US and UK. This knowledge will not only help you stand out during interviews but also demonstrate your commitment to staying updated in a constantly changing field.
✨Tip Number 3
Showcase your experience with CCH Axcess or CCH Prosystem in conversations or networking events. Being able to discuss specific software tools that are relevant to the role can set you apart from other candidates.
✨Tip Number 4
Prepare to discuss how you've successfully managed client portfolios in the past. Be ready to share examples of how you've built relationships with high-net-worth clients and identified business development opportunities, as this is crucial for the role.
We think you need these skills to ace US & UK Tax Assistant Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant tax experience, especially in US and UK private client tax. Emphasise your qualifications, such as being a member of ATT and an Enrolled Agent (EA), and include any specific software experience like CCH Axcess or CCH Prosystem.
Craft a Strong Cover Letter: Write a cover letter that showcases your ability to manage client portfolios and your experience with high-net-worth clients. Mention your interpersonal skills and how you can contribute to building relationships and identifying business development opportunities.
Highlight Relevant Experience: In your application, clearly outline your 4+ years of tax experience, particularly focusing on your work with private equity executives and business owners. Use specific examples to demonstrate your capability in managing compliance requirements and reviewing tax returns.
Proofread Your Application: Before submitting, thoroughly proofread your application for any errors or inconsistencies. Ensure that your documents are well-organised and present a professional image, as attention to detail is crucial in the tax field.
How to prepare for a job interview at Parkside
✨Showcase Your Tax Knowledge
Make sure to brush up on both US and UK tax regulations, especially those relevant to high-net-worth clients. Be prepared to discuss specific cases or scenarios where you successfully navigated complex tax issues.
✨Demonstrate Client Management Skills
Since the role involves managing a client portfolio, be ready to share examples of how you've built and maintained strong client relationships in the past. Highlight any business development opportunities you've identified and pursued.
✨Highlight Team Collaboration
This position requires working closely with both senior and junior team members. Prepare to discuss your experience in mentoring others and how you contribute to a positive team environment.
✨Prepare for Technical Questions
Expect questions about potential risks and technical matters related to tax compliance. Familiarise yourself with common challenges in the industry and think about how you would communicate these issues to senior team members.