At a Glance
- Tasks: Lead the trusts and estates team, oversee compliance, and mentor junior staff.
- Company: A modern boutique firm with a relaxed culture and no timesheets.
- Benefits: Great work-life balance, competitive salary, and clear progression opportunities.
- Other info: Dynamic environment with a focus on professional growth.
- Why this job: Join a growing firm and make a real impact in private client tax.
- Qualifications: Strong US trust tax experience and leadership skills required.
The predicted salary is between 80000 - 100000 £ per year.
Working with a growing boutique firm looking to hire a UK/US Head of Trusts & Estates for their expanding Private Client Tax team. Founded in 2021, the firm has quickly grown to 13 people across UK/US private client and US business tax. They’ve built a strong reputation as a more modern alternative to the larger firms, offering a genuinely better work-life balance with no timesheets, smaller client portfolios, and a more relaxed culture. Based near St Paul’s, this is a key leadership hire with a clear progression path as the firm continues to expand.
The role will focus on leading the firm’s trusts and estates offering, overseeing complex US trust compliance matters, advising clients on planning opportunities, and mentoring junior staff.
Requirements:
- Strong US trust tax experience, including Forms 3520/3520-A and DNI/UNI trust accounts
- US CPA or EA qualification
- Solid US/UK private client tax experience
- Previous Big 4, mid-tier, or boutique firm background preferred
- Strong client management and leadership skills
I look forward to discussing this unique opportunity with you.
UK/US Trusts & Estates Tax Director (equity/no timesheets) in London employer: Blackden Tax Consulting
Join a dynamic and rapidly growing boutique firm that prioritises work-life balance and offers a relaxed culture, free from the constraints of timesheets. Located near St Paul’s, this firm not only provides a clear path for career progression but also fosters an environment where you can lead and mentor while working with smaller client portfolios. With a strong reputation as a modern alternative to larger firms, this is an excellent opportunity for those seeking meaningful and rewarding employment in the trusts and estates sector.
StudySmarter Expert Advice🤫
We think this is how you could land UK/US Trusts & Estates Tax Director (equity/no timesheets) in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the trusts and estates field. Attend industry events or webinars where you can meet potential employers and showcase your expertise.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of US trust compliance matters. Be ready to discuss your experience with Forms 3520/3520-A and how you've handled complex client situations in the past.
✨Tip Number 3
Showcase your leadership skills! Think about examples where you've mentored junior staff or led projects. This will demonstrate your fit for a key leadership role in a growing firm.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace UK/US Trusts & Estates Tax Director (equity/no timesheets) in London
Some tips for your application 🫡
Show Off Your Experience:Make sure to highlight your strong US trust tax experience and any relevant qualifications like your CPA or EA. We want to see how your background aligns with the role, so don’t hold back on showcasing your expertise!
Tailor Your Application:Take a moment to customise your application for this specific role. Mention your experience with Forms 3520/3520-A and how you’ve handled complex US trust compliance matters. This shows us you’re genuinely interested in the position and understand what we’re looking for.
Be Yourself:We love a relaxed culture, so let your personality shine through in your application. Share your approach to client management and leadership, and don’t be afraid to mention how you can contribute to our team’s growth and success.
Apply Through Our Website:For the best chance of getting noticed, make sure to apply through our website. It’s the easiest way for us to keep track of your application and ensures it lands in the right hands. We can’t wait to hear from you!
How to prepare for a job interview at Blackden Tax Consulting
✨Know Your Stuff
Make sure you brush up on your US trust tax knowledge, especially around Forms 3520/3520-A and DNI/UNI trust accounts. Being able to discuss these topics confidently will show that you're the right fit for leading their trusts and estates offering.
✨Showcase Your Leadership Skills
Since this role involves mentoring junior staff, be prepared to share examples of how you've successfully led teams in the past. Highlight any experiences where you've guided others through complex tax matters or improved client relationships.
✨Understand Their Culture
This firm prides itself on a relaxed culture and better work-life balance. During the interview, express your appreciation for this approach and share how you believe it contributes to a more effective working environment. It’ll resonate well with them!
✨Prepare Thoughtful Questions
Have a few insightful questions ready about their growth plans and how they envision the trusts and estates team evolving. This shows your genuine interest in the role and helps you assess if the firm aligns with your career goals.
