At a Glance
- Tasks: Advise high net worth clients on complex US/UK tax matters and lead a dynamic team.
- Company: Leading international tax advisory practice with a collaborative culture.
- Benefits: Competitive salary, flexible hybrid working, and clear progression pathways.
- Other info: Opportunity for mentorship and professional growth in a supportive environment.
- Why this job: Join a sophisticated team and make a real impact on wealthy clients' financial strategies.
- Qualifications: Extensive US tax experience and strong client relationship skills required.
The predicted salary is between 75600 - 92400 £ per year.
A leading international tax advisory practice is seeking an experienced Associate Director to join its growing US/UK Private Client Tax team. This is an excellent opportunity for an experienced US tax professional looking to work with a sophisticated portfolio of high net worth and ultra-high net worth individuals, entrepreneurs, family offices, private investors and internationally mobile clients. The role offers significant exposure to complex cross-border advisory work alongside leadership, business development and people management responsibilities.
Working as part of a well-established private client team, you will advise US-connected individuals and families on a broad range of US and UK tax matters. Clients include wealthy individuals relocating between jurisdictions, dual citizens, private investors, trustees and business owners with international assets and income streams. You will play a key role in managing client relationships, overseeing complex compliance engagements and delivering bespoke planning advice across a variety of cross-border scenarios.
Key areas of work include:
- US individual income tax compliance and advisory
- Cross-border US/UK tax planning
- Estate, gift and succession planning matters
- Pre-arrival and departure tax planning
- US expatriation and citizenship renunciation projects
- Investment structuring and reporting considerations, including PFIC matters
- Pension and retirement planning issues affecting US taxpayers resident in the UK
- Wealth preservation and family office advisory
- Working alongside UK tax specialists to resolve dual taxation issues
Responsibilities
- Lead a portfolio of complex HNW and UHNW private clients
- Review and oversee US individual, estate and gift tax returns
- Deliver technical advice on challenging cross-border tax matters
- Act as a trusted adviser to clients and their professional networks
- Support business development initiatives and referral partnerships
- Identify opportunities to deepen existing client relationships
- Mentor, coach and develop junior and mid-level tax professionals
- Drive operational excellence and contribute to process improvement initiatives
- Collaborate with senior leadership on strategic growth plans
About You
We are keen to speak with candidates who possess:
- Extensive US individual tax experience gained within a professional services environment
- Strong technical knowledge of US tax compliance and advisory work
- Experience advising HNW or UHNW private clients
- Exposure to estate and gift tax matters
- Knowledge of cross-border US/UK tax issues
- Proven experience managing and developing teams
- Strong client relationship and stakeholder management skills
- Commercial awareness and an interest in business development
- EA, CPA, ATT, CTA or equivalent qualifications would be advantageous
What's on Offer
- High-quality and intellectually challenging client work
- A genuinely collaborative US/UK private client team
- Significant exposure to wealthy international families and entrepreneurs
- Clear progression pathway at senior leadership level
- Flexible and hybrid working arrangements
- Competitive salary and benefits package
This is an outstanding opportunity for an ambitious tax professional who enjoys combining technical excellence with client advisory work and team leadership in the private client space.
Associate Director - US/UK Private Client Tax employer: Ambition
Ambition is an exceptional employer that fosters a dynamic work culture in London, where employees are encouraged to grow professionally while tackling complex investigations in corporate insolvency. With hybrid working arrangements, comprehensive study support, and generous holiday options, team members enjoy a balanced work-life experience while engaging in high-profile international cases that enhance their career trajectory.
StudySmarter Expert Advice🤫
We think this is how you could land Associate Director - US/UK Private Client Tax
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Ambition, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Associate Director - US/UK Private Client Tax
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Ambition's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Ambition. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Ambition!
How to prepare for a job interview at Ambition
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Ambition.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Ambition. It helps to show our commitment!
