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) employer: Blackden Tax Consulting
Join a dynamic and rapidly growing boutique firm that prioritises work-life balance and offers a refreshing alternative to traditional larger firms. With a strong focus on employee growth, this role provides clear progression opportunities while working in a supportive and relaxed culture near St Paul’s. Enjoy the benefits of smaller client portfolios and the chance to lead a key area of the business, all within a team that values collaboration and innovation.
StudySmarter Expert Advice🤫
We think this is how you could land UK/US Trusts & Estates Tax Director (equity/no timesheets)
✨Tip Number 1
Network like a pro! Reach out to your contacts in the industry, attend relevant events, and engage with professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Tip Number 2
Prepare for those interviews by researching the firm inside out. Understand their culture, values, and recent achievements. We want to show them that you’re not just another candidate, but someone who genuinely fits into their unique environment.
✨Tip Number 3
Practice your pitch! You need to be able to clearly articulate your experience and how it aligns with the role. We suggest rehearsing with a friend or in front of a mirror to boost your confidence before the big day.
✨Tip Number 4
Don’t forget to follow up after your interviews! A simple thank-you email can go a long way in keeping you top of mind. We recommend mentioning something specific from your conversation to make it personal and memorable.
We think you need these skills to ace UK/US Trusts & Estates Tax Director (equity/no timesheets)
Some tips for your application 🫡
Show Off Your Experience:Make sure to highlight your strong US trust tax experience and any relevant qualifications like 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.
Be Yourself:We’re all about a relaxed culture here, so let your personality shine through in your application. Share your approach to client management and leadership, and don’t be afraid to show us what makes you unique!
Apply Through Our Website:For the best chance of getting noticed, make sure to apply directly through our website. It’s the easiest way for us to keep track of your application and ensures it lands in the right hands!
How to prepare for a job interview at Blackden Tax Consulting
✨Know Your Tax Stuff
Make sure you brush up on your US trust tax knowledge, especially Forms 3520/3520-A and DNI/UNI trust accounts. Being able to discuss these confidently will show that you're the right fit for leading their trusts and estates offering.
✨Showcase Your Leadership Skills
Since this is a key leadership role, be prepared to share examples of how you've successfully managed teams or mentored junior staff in the past. Highlighting your client management experience will also demonstrate your capability to lead effectively.
✨Understand Their Culture
This firm prides itself on a relaxed culture and better work-life balance. Research their values and be ready to discuss how you align with their modern approach compared to larger firms. This will help you connect with them on a personal level.
✨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 it's the right fit for you too.
