At a Glance
- Tasks: Manage tax compliance and advisory for high-net-worth clients with U.S. and U.K. obligations.
- Company: British American Tax, a leader in cross-border tax services.
- Benefits: Competitive salary, mentoring opportunities, and a dynamic work environment.
- Other info: Join a collaborative team dedicated to professional growth and client success.
- Why this job: Make a real impact by providing tailored solutions for sophisticated clients.
- Qualifications: Experience in private client tax matters and strong financial planning skills.
The predicted salary is between 70000 - 90000 £ per year.
British American Tax provides specialized tax and financial services to clients, focusing on dual U.S./U.K. tax matters for individuals and businesses living or operating in the United Kingdom. With deep expertise in cross-border tax compliance and advisory, the company is recognized for its personalized service and in-depth knowledge. Set in NorthEast London Area, British American Tax is dedicated to serving a sophisticated clientele, including private wealthy clients with foreign assets requiring additional compliance. The mission is to deliver tailored, innovative solutions that meet the unique needs of global clients.
The Private Client US Tax Senior Manager is a full-time, on-site role based in the London Area, United Kingdom. This role involves managing and providing tax compliance and advisory services for high-net-worth private clients with U.S. and U.K. tax obligations. The Senior Manager will oversee tax compliance and reporting engagements for the private client section of the company, represent taxpayers before the IRS and HMRC, lead complex cross-border financial planning discussions, and provide innovative solutions for clients’ portfolio management and tax challenges. A key element is ensuring returns are error-free and aimed at lowest tax possible in the current year whilst keeping future years lock safe from taxes as well. Team collaboration, mentoring junior team members, and building lasting client relationships are key responsibilities of this role.
Qualifications
- Proven experience in private clients and deep expertise in U.S. and U.K. multi-year filings and expatriation tax matters
- Strong skills in Financial Planning and Portfolio Management
- Comprehensive knowledge of Tax and Tax Advisory processes
- Exceptional analytical, organizational, and problem-solving skills
- Ability to communicate complex financial concepts clearly to clients
- Experience in managing teams and mentoring junior professionals
- Accounting or taxation qualifications (e.g., CPA, EA, ATT/CTA) required
- Understanding of U.S. and U.K. regulatory environments and cross-border financial considerations is a strong advantage
Private Client US Tax Senior Manager in London employer: British American Tax
British American Tax is an exceptional employer, offering a dynamic work environment in the NorthEast London Area where innovation and client-focused solutions are at the forefront. With a commitment to employee growth through mentorship and collaboration, the company fosters a culture of excellence that empowers professionals to thrive in their careers while serving a sophisticated clientele. The unique opportunity to engage in complex cross-border tax matters ensures that employees are continually challenged and rewarded in their roles.
