At a Glance
- Tasks: Manage a portfolio of high-net-worth clients and ensure compliance with US/UK tax regulations.
- Company: Join a leading boutique US/UK tax advisory firm in London.
- Benefits: Enjoy 25 days annual leave, bonuses, and private medical insurance.
- Other info: Collaborative culture with excellent career progression opportunities.
- Why this job: Gain hands-on experience with high-profile clients and complex tax matters.
- Qualifications: 4-6+ years in US/UK Private Client Tax and strong communication skills.
The predicted salary is between 55000 - 70000 £ per year.
A highly regarded boutique US/UK tax advisory firm is looking to appoint an US / UK Private Client Tax Assistant Manager / Manager to join its growing London team. This is an outstanding opportunity to join one of the UK's leading specialist US/UK private client tax practices. The firm advises high-net-worth individuals, entrepreneurs, private equity executives and internationally mobile clients, with a particular specialism in assisting US persons living in the UK. With a team of around 10 specialists, the firm offers the technical quality and client base of a much larger practice whilst maintaining the collaborative, supportive culture of a boutique firm. You'll work closely with highly experienced Partners and tax professionals, gaining exposure to complex cross‑border advisory work alongside a varied portfolio of UK and US compliance clients.
Responsibilities
- Managing a portfolio of US and UK private clients, ensuring all compliance obligations are completed accurately and on time.
- Preparing and reviewing UK Self Assessment and US Federal tax returns.
- Reviewing work prepared by junior members of the team and providing ongoing coaching and technical support.
- Advising clients on UK and US tax matters affecting internationally mobile individuals.
- Identifying tax planning opportunities and supporting Partners on advisory assignments.
- Liaising directly with clients, HMRC and the IRS.
- Monitoring budgets and managing the financial performance of client engagements.
- Identifying business development opportunities and contributing to the continued growth of the firm.
About You
- 4-6+ years' experience within US/UK Private Client Tax.
- Experience managing a portfolio of HNWIs, entrepreneurs, private equity executives or internationally mobile clients.
- ATT and Enrolled Agent (EA) qualified, or equivalent experience.
- CTA or CPA would be advantageous but is not essential.
- Experience using CCH Axcess or CCH ProSystem would be beneficial.
- Strong technical knowledge across UK and US private client tax.
- Previous experience reviewing work and supporting junior team members.
- Excellent communication and client relationship management skills.
Why Join
- Join one of the UK's leading boutique US/UK private client tax firms.
- Work with an exceptional portfolio of HNWIs, entrepreneurs, business owners and internationally mobile clients.
- Excellent balance of compliance and technically challenging advisory work.
- Genuine responsibility and client exposure from day one.
- Friendly, collaborative team with direct access to experienced Partners.
- Hybrid and flexible working.
- Excellent long‑term progression within a growing specialist practice.
Benefits
- 25 days annual leave.
- Discretionary Summer Bonus.
- Christmas Bonus equivalent to one week's salary.
- Private Medical Insurance.
- Salary Sacrifice Pension Scheme (5% employer contribution).
- Group Income Protection Scheme.
- Death in Service cover (4x salary).
- Flexible working hours.
- Payment of one professional subscription each year.
- Recruitment referral bonus.
Culture & Values
My client is committed to fostering a collaborative, supportive and technically ambitious environment where individuals are encouraged to develop their expertise and build long‑term careers. The firm prides itself on delivering exceptional client service while maintaining the friendly, close‑knit culture that sets it apart from larger practices.
NEW Summer 2026 - US / UK Private Client Tax Assistant Manager / Manager - Hybrid employer: Clark Wood
Clark Wood is an excellent employer, offering a supportive work culture that prioritises employee growth and development. Located in Cannock, the firm provides a competitive salary and the chance to work with a diverse client base, ensuring that every day brings new challenges and opportunities for professional advancement.
StudySmarter Expert Advice🤫
We think this is how you could land NEW Summer 2026 - US / UK Private Client Tax Assistant Manager / Manager - Hybrid
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Clark Wood, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace NEW Summer 2026 - US / UK Private Client Tax Assistant Manager / Manager - Hybrid
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Clark Wood's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Clark Wood. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Clark Wood!
How to prepare for a job interview at Clark Wood
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Clark Wood.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Clark Wood. It helps to show our commitment!
