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- Tasks: Manage tax portfolios, supervise junior staff, and ensure compliance with US and UK tax laws.
- Company: Join Sopher + Co, a trusted adviser for entrepreneurs and high net worth individuals since 1975.
- Benefits: Enjoy a competitive package, fully funded study opportunities, and extensive family benefits.
- Why this job: Be part of a supportive culture that values staff development and offers prestigious client exposure.
- Qualifications: EA or ATT/CTA qualified with at least 5 tax seasons' experience in US and UK personal tax compliance.
- Other info: Opportunity for internal progression in a warm, friendly environment.
The predicted salary is between 36000 - 60000 £ per year.
Established in 1975, Sopher + Co is a trusted business adviser of choice for entrepreneurs, owner-managed businesses, high net worth individuals, professional partnerships and expats. Our roots in Elstree led to our early client base in the media and entertainment industry. Since then, we have grown immensely, with our portfolio now spanning over 20 industries. Our success is within our people - with endless opportunities and an open-minded approach, Sopher + Co is a place where you can drive your career and ambitions forward, sharing and promoting our commitment to excellent client experience.
Sopher + Co provides consultancy services to both individuals and entities seeking to invest in the US and US persons looking to invest or expand into the UK and/or Europe. These services include advising on how best to own an investment, structure an entity to own and operate a business, tax mitigation strategies and tax efficient income repatriation techniques.
Due to continuous growth and expansion, we have an exciting opportunity for an experienced US/UK Personal Tax Assistant Manager to provide US and UK individual tax advisory and compliance services to US connected individuals. The duties and responsibilities include, but are not limited to:
- Taking ownership for financial management of the portfolio, WIP management, billing targets and cash collection
- Participate in developing and pursuing new clients
- Ensure all jobs are completed within specific budgets
- Ensure productivity level meets or exceeds budget expectation
- Draft Bills for clients and submit to Director for approval
- Assist junior staff in developing their understanding of the various software packages, tax laws and statutory requirements
- Supervising junior members of staff with an active role to maximise their performance and during the annual staff appraisal process
About you: Ideally you will be EA or ATT/CTA qualified, with relevant experience in a similar role, as well as a keen eye for detail, teamed with the ability to spot any inaccuracies or duplications and provide resolutions. Efficiency and accuracy are key as well as strong interpersonal skills, effective communication, and the ability to work to tight deadlines. You will also have/be:
- At least 5 tax seasons’ experience with US and UK personal tax compliance
- Experience working with US and UK tax rules and efficiently managing the interaction between the two tax regimes
- Experience with CCH ProSystem and UK tax preparation software
- Previous experience managing and coaching junior members of staff
- Good problem-solving skills to address client issues
- Knowledge and experience with trusts advantageous but not essential
In Return: We will offer you a competitive package, including fully funded study package, extensive benefits for you and your family, a comfortable warm and friendly environment with great people and the chance to work with some of the most prestigious clients that no other family-based firm can offer. Sopher + Co strongly believes in staff development and continuously encourages internal progression. Sopher + Co is committed to the principle of equality of opportunity in employment and we expect all our employees to act in accordance with this policy, recognising the key role it plays in the success of our business.
US/UK Tax Assistant Manager employer: Sopher + Co
Contact Detail:
Sopher + Co Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land US/UK Tax Assistant Manager
✨Tip Number 1
Network with professionals in the tax advisory field, especially those who have experience with US and UK tax regulations. Attend industry events or webinars to connect with potential colleagues and learn more about the company culture at Sopher + Co.
✨Tip Number 2
Familiarise yourself with CCH ProSystem and other UK tax preparation software. Having hands-on experience or even completing online tutorials can give you an edge during interviews, showing your commitment to the role.
✨Tip Number 3
Prepare to discuss your previous experiences managing junior staff and how you've contributed to their development. Highlight specific examples where your leadership made a difference, as this is a key aspect of the role.
✨Tip Number 4
Stay updated on recent changes in US and UK tax laws. Being knowledgeable about current trends and regulations will not only help you in the interview but also demonstrate your proactive approach to your professional development.
We think you need these skills to ace US/UK Tax Assistant Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in US and UK personal tax compliance. Emphasise your qualifications, such as EA or ATT/CTA, and any specific software expertise like CCH ProSystem.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your experience with managing junior staff and your problem-solving skills, as these are key aspects of the position.
Highlight Relevant Experience: In your application, clearly outline your experience with both US and UK tax rules. Provide examples of how you've successfully managed client portfolios and met billing targets in previous roles.
Showcase Interpersonal Skills: Since strong interpersonal skills are essential for this role, include examples of how you've effectively communicated with clients and colleagues, and how you've contributed to team success in past positions.
How to prepare for a job interview at Sopher + Co
✨Know Your Tax Regulations
Make sure you brush up on both US and UK tax regulations, as well as the interaction between the two. Being able to discuss specific tax laws and how they apply to individual clients will show your expertise and readiness for the role.
✨Demonstrate Leadership Skills
Since the role involves supervising junior staff, be prepared to share examples of how you've successfully managed or coached team members in the past. Highlight your ability to motivate others and improve their performance.
✨Showcase Problem-Solving Abilities
Prepare to discuss specific client issues you've resolved in previous roles. This will demonstrate your analytical skills and your capacity to handle complex tax situations effectively.
✨Familiarise Yourself with Relevant Software
As experience with CCH ProSystem and UK tax preparation software is preferred, make sure you can speak confidently about your proficiency with these tools. If you have experience with similar software, be ready to draw parallels.
