At a Glance
- Tasks: Manage a diverse portfolio of US-connected private clients and provide expert tax advice.
- Company: Award-winning professional services firm in London with a collaborative culture.
- Benefits: Flexible hours, hybrid working, 25 days leave, and ongoing training support.
- Other info: Great progression potential towards Director/Partner level in a supportive environment.
- Why this job: Join a specialist team and make a real impact on family wealth matters.
- Qualifications: Strong experience in US/UK private client tax and leadership skills.
The predicted salary is between 60000 - 80000 £ per year.
We are working with a highly regarded, award-winning professional services firm in London that is looking to appoint a US/UK Tax Manager into its specialist Trusts & Family Office / Family Wealth team. This is an excellent opportunity for an experienced cross-border tax professional to join a collaborative and entrepreneurial team advising US-connected clients with wealth, trust, and estate structures. The role offers a strong blend of portfolio responsibility, technical advisory work, team leadership, and long-term career development within a high-quality, partner-led environment.
The opportunity:
- Manage a varied portfolio of US-connected private clients, with a particular focus on individuals and families holding income and assets through trusts and estates.
- This is a strong opportunity for someone who combines solid US/UK trust and estate tax knowledge with the confidence to manage relationships, guide junior staff, and contribute commercially within a growing specialist practice.
Key responsibilities:
- Managing a portfolio of US-connected private clients, including trust and estate-related matters.
- Advising on US/UK trust and estate tax issues with sensitivity and technical accuracy.
- Taking ownership of day-to-day client relationships and delivering a high standard of service.
- Supporting department work planning and contributing to the wider management of the team.
- Line managing, coaching, and developing more junior team members.
- Delivering appraisals and supporting technical and client-handling development within the team.
- Contributing to the wider success of the business through strong operational and client delivery performance.
- Building deeper technical capability while broadening your leadership and people-management skills.
About you:
- Strong experience in US/UK private client tax, ideally with exposure to trusts and estates.
- Comfortable managing a client portfolio and acting as a trusted point of contact.
- Confident supervising and developing junior team members.
- Strong communication skills and a professional, relationship-led approach.
- Technically strong, organised, and commercially aware.
- Dual qualifications such as EA / ATT / CTA / STEP are highly desirable.
- Exceptional candidates with qualification in either the US or UK may also be considered.
Why consider this role?
- Join a specialist team working with a diverse range of US-connected clients.
- Take on a visible role in a collaborative, supportive, and entrepreneurial environment.
- Gain exposure to technically interesting trust, estate, and family wealth matters.
- Benefit from ongoing training, mentorship, and tailored coaching.
- Enjoy genuine progression potential, with support for those looking to build towards Director / Partner level.
- Work in a business that combines partner-led quality with the wider backing and resources of a larger international group.
Benefits snapshot:
- Study support and CPD support.
- Hybrid and flexible working through a mature smarter working framework.
- 8% Pension.
- 25 days annual leave + bank holidays.
- Private medical insurance.
- Life assurance.
- 24/7 GP access and wellbeing support.
- Lifestyle benefits and discount platform.
- Career coaching, mentorship, and wider learning & development support.
Tax Manager (Flexible Hours!) employer: Baker Thornton
Join a highly regarded, award-winning professional services firm in London that prioritises employee growth and well-being. With a collaborative and entrepreneurial work culture, this role offers flexible hours, ongoing training, and mentorship, ensuring you can thrive while managing a diverse portfolio of US-connected clients. Enjoy a comprehensive benefits package, including private medical insurance, generous annual leave, and genuine progression opportunities towards leadership roles within a supportive environment.
