US/UK Private Client Tax Senior Manager in London

Responsibilities:

• Leading client relationships with a proactive advisory approach and a strong, adaptable manner to suit an eclectic and demanding client base.
• In-depth experience and a strong understanding of working with families and entrepreneurs delivering dual US/UK written advisory memos on topics including pre-US and pre-UK residency tax planning, succession planning including advising on trusts, alternate structuring and pensions.
• Wide experience with the use of the UK/US treaty in detail.
• Advanced understanding of complex foreign tax credit scenarios and planning solutions.
• An established record of winning work.
• A reputation in the marketplace and familiarity working in conjunction with lawyers, wealth advisers and other professionals that support UHNW individuals with US aspects to their lives.
• Signing out complex UK and US tax returns including Forms 1040, 1040NR, 3520, 5471, 8858, 8865 etc.
• A strong understanding of CFCs, Subpart F income, GILTI and the potential election planning that can be done to mitigate these factors.
• Check the box/entity classification advice.
• Strong experience in resolving PFIC issues in a business and investment context and working with wealth advisory teams on the taxation considerations.
• Experience of presenting internally and externally on topics pertinent to US PCS tax matters.
• The individual would be able to form strong collaborative relationships with other teams on projects.
• A desire for continual learning, assisting in training and inculcating US advisory skills, and development in the junior members of the team.
• Good people management skills and an ability to actively support and influence the continual improvement in efficiencies and the evolution of the US PCS strategic offering in line with the wider firm initiatives.
• Eager for the opportunity to develop a fast-growing US/UK Private Client practice.
• A successful candidate would have a drive for finding practical solutions, an ability to collaborate and the initiative and resilience to persevere with challenging work.

We’re looking for someone with:

• US Enrolled Agent (EA) and ATT qualifications required as a minimum.
• A broad base of US and UK private client experience working with UHNW families and their family offices.
• Extensive experience delivering written advisory reports.
• Strong capabilities to lead and manage complex projects resolving US and foreign matters involving clients, their advisors, and our global network where needed.
• The passion to make a significant impact within a small, fast-growing, dynamic team.
• Good deal of advisory experience and will likely be found in HNW teams.