US/UK Private Client Tax Manager – London
US/UK Private Client Tax Manager – London

US/UK Private Client Tax Manager – London

London Full-Time 62000 - 72000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Manage a portfolio of clients and advise on personal tax planning projects.
  • Company: Join a dynamic non-Big 4 US/UK Private Client Tax team in London.
  • Benefits: Enjoy flexible homeworking options and a competitive salary of £62k-£72k plus benefits.
  • Why this job: Be part of a growing team with excellent work/life balance and opportunities for rapid progression.
  • Qualifications: Must be EA and ATT/CTA qualified with experience in US and UK private client tax advice.
  • Other info: Opportunity to network and assist in business development initiatives.

The predicted salary is between 62000 - 72000 £ per year.

Join a high-profile non-Big 4 US/UK Private Client Tax team at an exciting time in its growth. The team has attracted EAs from across the Big 4 and national firms, drawn by the quality of work, swift progression, better work/life balance and the opportunity to be more than a face in the crowd. They advise a high-quality client base of growing entrepreneurial businesses, internationally mobile executives and HNW US-connected families. Demand for their expertise continues to grow and they are now keen to appoint an additional client adviser at Manager level. You’ll take responsibility for a portfolio of clients as they key point of contact. You’ll advise on ad hoc personal tax planning projects (US and UK), including assisting some of the profession’s leading Partners with complex advisory work. You’ll also oversee annual compliance, delegating and reviewing the work of junior tax advisers and assistant managers. There is also scope to get involved with the continued growth of the US/UK practice, accompanying partners and directors to networking events and assisting with business development initiatives. You’ll need to be EA and ATT/CTA qualified, with demonstrable experience of delivering US and UK private client tax advice to HNWIs and internationally mobile employees. Strong communication and client relationship management skills are also essential, as this is very much a client-facing role. You’ll build relationships with Directors and senior Executives, as their key trusted adviser. Based in central London, the role offers homeworking a couple of days a week if one wishes. Salary will be dependent on experience but is likely to be in the region £62k-£72k + bens. The team is particularly keen to recruit an adviser whom they can support with progression to Senior Manager grade (and potentially beyond). Ref 852 To find out more and to request a full job description, just email michaelhowells@howellsconsulting.co.uk Alternatively, simply apply below: #J-18808-Ljbffr

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Contact Detail:

Tolley Recruiting Team

michaelhowells@howellsconsulting.co.uk

StudySmarter Expert Advice 🤫

We think this is how you could land US/UK Private Client Tax Manager – London

Tip Number 1

Network with professionals in the private client tax sector, especially those who have experience in US and UK tax regulations. Attend industry events or webinars to connect with potential colleagues and learn more about the current trends and challenges in the field.

Tip Number 2

Familiarise yourself with the specific needs of high-net-worth individuals (HNWIs) and internationally mobile employees. Understanding their unique tax situations will help you demonstrate your expertise during interviews and discussions.

Tip Number 3

Prepare to discuss your previous experiences in managing client portfolios and delivering tax advice. Be ready to share specific examples of how you've successfully navigated complex tax planning projects, as this will showcase your capability for the role.

Tip Number 4

Highlight your communication and relationship management skills during any interactions with the team. Since this is a client-facing role, demonstrating your ability to build trust and rapport with clients will be crucial in landing the job.

We think you need these skills to ace US/UK Private Client Tax Manager – London

EA and ATT/CTA qualification
Experience in US and UK private client tax advice
Client relationship management
Strong communication skills
Advisory skills for HNWIs
Tax compliance oversight
Delegation and review of junior staff work
Business development initiatives
Networking skills
Analytical thinking
Attention to detail
Problem-solving skills
Ability to manage a diverse portfolio of clients
Adaptability to changing regulations

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your EA and ATT/CTA qualifications, along with your experience in delivering US and UK private client tax advice. Emphasise your client relationship management skills and any relevant achievements in previous roles.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the firm. Mention specific experiences that demonstrate your ability to manage a portfolio of clients and your expertise in personal tax planning projects.

Highlight Relevant Experience: In your application, focus on your experience with HNWIs and internationally mobile employees. Provide examples of complex advisory work you have been involved in, and how you contributed to business development initiatives.

Showcase Communication Skills: Since this is a client-facing role, make sure to illustrate your strong communication skills. You could include examples of how you've successfully built relationships with clients or collaborated with senior executives in past positions.

How to prepare for a job interview at Tolley

Know Your Tax Fundamentals

Make sure you have a solid understanding of both US and UK tax regulations, especially as they pertain to high-net-worth individuals. Brush up on recent changes in tax laws and be prepared to discuss how these might impact your clients.

Demonstrate Client Relationship Skills

Since this role is client-facing, be ready to showcase your experience in managing client relationships. Prepare examples of how you've successfully built trust and rapport with clients in previous roles.

Showcase Your Advisory Experience

Highlight your experience with personal tax planning projects and complex advisory work. Be prepared to discuss specific cases where you provided valuable insights or solutions to clients.

Prepare for Business Development Questions

As the team is keen on growth, think about how you can contribute to business development initiatives. Be ready to share ideas on networking strategies or ways to attract new clients based on your past experiences.

US/UK Private Client Tax Manager – London
Tolley
Location: London
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  • US/UK Private Client Tax Manager – London

    London
    Full-Time
    62000 - 72000 £ / year (est.)
  • T

    Tolley

    50-100
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