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- Tasks: Manage client portfolios and ensure timely US/UK tax compliance.
- Company: Boutique tax services firm in Pall Mall, London, specialising in cross-border tax.
- Benefits: 25 days annual leave, bonuses, flexible hours, and private medical insurance.
- Why this job: Join a supportive team and gain valuable experience in high-net-worth tax matters.
- Qualifications: 4+ years in US/UK Private Client Tax, ATT qualified, and strong interpersonal skills.
- Other info: Exciting career growth opportunities in a dynamic boutique environment.
The predicted salary is between 36000 - 60000 £ per year.
My client is a highly regarded boutique US/UK tax services firm based in Pall Mall, London, specialising in supporting Americans living in the UK. The firm is one of the few in the market able to provide specialist cross-border tax compliance and wealth planning services to a high-end private client base.
They are looking to recruit a US & UK Assistant Tax Manager to join their growing team. This is an exciting opportunity for a cross-border private client tax professional to step into a role with meaningful client ownership, strong technical exposure, and clear development opportunities within a specialist boutique environment.
The Role
As US & UK Assistant Tax Manager, you will:
- Actively manage a portfolio of clients to ensure US & UK personal tax compliance requirements are completed timely and accurately
- Build and maintain strong relationships with clients and identify opportunities for business development
- Review tax returns and technical work completed by junior team members
- Identify potential risks and technical matters and communicate these clearly to senior colleagues
- Manage engagement finance, including monitoring budgets and ensuring work is delivered efficiently
Technical Exposure
You will gain exposure to areas including:
- US/UK personal tax compliance (dual filing requirements)
- High-net-worth cross-border private client matters
- Complex client scenarios involving internationally mobile individuals
- Advisory-driven interaction alongside compliance work
- Portfolio management in a specialist boutique environment
The Ideal Candidate
The successful candidate will be able to demonstrate:
- 4+ years' tax experience in US/UK Private Client Tax
- Experience dealing with High-Net-Worth individuals, private equity executives, and business owner clients
- ATT qualified and Enrolled Agent (EA) qualified
- Familiarity with CCH Axcess and/or CCH ProSystem for US tax return preparation
- Ability to proactively manage and develop their client portfolio while working closely with senior and junior members of the team
- Strong IT competency and familiarity with Microsoft packages
- Excellent organisation skills, ability to prioritise and meet tight deadlines
- Strong interpersonal skills and the ability to work effectively within a close-knit team
What's on Offer
This firm offers an excellent benefits package and a genuinely supportive boutique environment, including:
- 25 days annual leave
- Discretionary Summer bonus
- Christmas bonus equivalent to 1 week's salary
- Salary Sacrifice Pension Scheme (auto-enrolment): Employer: 5% Employee: 3% (subject to eligibility)
- Private Medical Insurance (after 3 months' service)
- Death in Service cover (4x salary)
- Group Income Protection Scheme (non-contributory, after 3 months' service)
- Recruitment bounty
- Flexible hours of work
- Payment of one professional subscription per annum
- Salary dependent on experience
For further information on this role please contact David Elliot at Clark Wood – david@clark-wood.co.uk/ DD: +44 (0) 117 329 1058 | Mobile: +44 (0) 7358 908463
This role is ideal for candidates with relevant experience in a UK accountancy practice. Unfortunately, we are unable to offer visa sponsorship for this position.
US & UK Assistant Tax Manager US/UK Private Client London| Boutique Firm | Flexible Working employer: Clark Wood - Tax Recruitment
Contact Detail:
Clark Wood - Tax Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land US & UK Assistant Tax Manager US/UK Private Client London| Boutique Firm | Flexible Working
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax industry, especially those who work with US/UK private clients. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss dual filing requirements and complex client scenarios. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t just apply; engage! When you submit your application through our website, follow up with a quick email to express your enthusiasm. It shows initiative and keeps you on their radar.
✨Tip Number 4
Showcase your interpersonal skills during interviews. Remember, this role involves building strong relationships with high-net-worth clients. Be ready to share examples of how you've successfully managed client portfolios in the past.
We think you need these skills to ace US & UK Assistant Tax Manager US/UK Private Client London| Boutique Firm | Flexible Working
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of US & UK Assistant Tax Manager. Highlight your experience with high-net-worth clients and any specific tax compliance work you've done. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about cross-border tax services and how you can contribute to our boutique firm. Keep it concise but engaging – we love a good story!
Showcase Your Technical Skills: Don’t forget to mention your familiarity with CCH Axcess or CCH ProSystem in your application. We’re keen on candidates who can hit the ground running, so let us know how your technical skills will benefit our team.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come through our own channels!
How to prepare for a job interview at Clark Wood - Tax Recruitment
✨Know Your Tax Stuff
Make sure you brush up on your US and UK tax regulations, especially around personal tax compliance. Being able to discuss specific cases or scenarios you've handled will show your expertise and confidence in the field.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client portfolios in the past. Highlight your ability to build relationships and identify business development opportunities, as this is key for the role.
✨Familiarise Yourself with Tools
If you're familiar with CCH Axcess or CCH ProSystem, be ready to discuss your experience with these tools. If not, do a bit of research so you can speak intelligently about them during the interview.
✨Demonstrate Teamwork
This role involves working closely with both senior and junior team members. Be prepared to share examples of how you've collaborated effectively in a team setting, showcasing your strong interpersonal skills.
