At a Glance
- Tasks: Manage US/UK tax compliance for high-net-worth clients in a wealth management context.
- Company: Join a leading wealth management firm with a focus on client-centric solutions.
- Benefits: Competitive salary, flexible hours, private medical insurance, and 25 days annual leave.
- Other info: Dynamic role with opportunities for professional growth and client interaction.
- Why this job: Gain exposure to diverse tax issues while supporting clients' financial planning and investment strategies.
- Qualifications: Minimum four years in US/UK private client tax; ATT or Enrolled Agent preferred.
The predicted salary is between 55000 - 65000 £ per year.
US tax within a wealth management environment
This is a US/UK private client tax role with a slightly different angle.
You would join the US tax team within a wealth management business , supporting clients whose tax affairs sit alongside wider financial planning, investment and wealth structuring considerations.
The client base includes Americans in the UK, internationally mobile individuals, high-net-worth clients, private equity executives, business owners and families with interests on both sides of the Atlantic.
The work is focused on US and UK personal tax compliance, but the context is broader than standard tax return preparation.
You would manage a portfolio, review returns, request client information, support junior team members and identify issues that may require wider advice.
Because the tax team supports a wider wealth management offering, you are closer to the bigger picture of the client’s affairs.
That should suit someone who enjoys technical US/UK tax work but also wants to understand how tax fits into wealth, investment and long-term planning.
They are looking for someone with at least four years’ experience in US/UK private client tax.
ATT or Enrolled Agent qualifications would be useful, along with experience working with HNW clients, private equity executives or business owners.
The package includes a competitive salary, pension, private medical insurance after probation, death in service cover, income protection, 25 days’ annual leave, flexible working hours, bonus arrangements and support for one professional subscription.
This would suit a US/UK Tax Senior or Assistant Manager who wants client contact, technical variety and exposure to private client work within a broader wealth management setting.
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US/UK Tax Assistant Manager – London employer: Creative Tax Recruitment
Creative Tax Recruitment is an exceptional employer, offering a dynamic work environment in the heart of Central London. With a strong focus on employee growth and development, the firm provides ample opportunities for leadership and strategic influence within the personal tax team. The collaborative culture fosters innovation and client engagement, making it a rewarding place for professionals looking to make a significant impact in the private client tax market.
