At a Glance
- Tasks: Manage high-net-worth client portfolios and oversee tax compliance and advisory matters.
- Company: Renowned firm with a strong reputation in private client tax services.
- Benefits: Competitive salary, career progression to Director, and collaborative work environment.
- Other info: Join a respected team with access to senior leadership and growth opportunities.
- Why this job: Take ownership of key portfolios and build long-term client relationships.
- Qualifications: EA-qualified Manager or Senior Manager with US/UK private client tax experience.
The predicted salary is between 70000 - 90000 £ per year.
HNW clients, portfolio ownership and a route to Director
This is a senior US private client tax role within a ranked firm with a strong reputation for advising high-net-worth and ultra-high-net-worth individuals.
The client base is high quality and international.
It includes senior finance executives, founders, entrepreneurs, internationally mobile families and individuals with complex US and cross-border tax affairs.
The role would suit an EA-qualified Manager or Senior Manager who wants to take ownership of a key portfolio rather than sit in a heavily layered structure.
You would manage client relationships, oversee compliance delivery, review work prepared by junior members of the team and lead on planning matters where clients need wider advice.
The work covers US personal tax compliance and advisory matters, with exposure to internationally mobile clients, family wealth, investment structures, senior executives, founders and clients with interests across more than one jurisdiction.
You would be joining an established and respected team with close access to senior leadership.
The environment is collaborative, technically strong and built around long-term client relationships rather than volume-led compliance.
There is also a clear route towards Director.
The firm is looking for someone who can bring technical strength, client confidence and the ability to help develop the team as it continues to grow.
This would suit a US/UK private client tax professional who wants stronger client ownership, closer partner contact and a more visible role within a well-regarded team.
All conversations will be handled in confidence.
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