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- Tasks: Manage private client accounts and provide expert tax advice for high-net-worth individuals.
- Company: Prestigious accountancy firm with over 90 years of excellence in London.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Why this job: Join a leading firm and make a difference for clients in exciting sectors.
- Qualifications: Experience in tax management and strong client relationship skills.
- Other info: Dynamic team with opportunities for growth and learning.
About Our Client Our client is a prestigious, well-established accountancy and tax practice with over 90 years of heritage in the London market. Known for their exceptional client service and technical excellence, they work with an impressive portfolio of high-net-worth individuals across diverse and exciting sectors including technology, luxury retail, motorsport and performance engineering, and arts and antiquities. This is a firm that values quality over volume, offering a supportive, collaborative culture where technical excellence and professional development are genuinely prioritised. The Opportunity We\’re seeking a dual-qualified US-UK tax professional at Manager or Senior Manager level to join this growing private client tax team. This is an excellent opportunity for an ambitious tax advisor looking to work with sophisticated international HNW clients in a firm that offers clear progression. This is NOT a remote role. The position is based in Central London with a hybrid working model that is predominantly office-based, reflecting the collaborative nature of the work and client interaction required. What You\’ll Do ? Manage personal tax compliance for high-net-worth UK and US clients
Skills, Experience, Qualifications, If you have the right match for this opportunity, then make sure to apply today.
Prepare and review complex tax returns for UK and US HNW individuals
Provide technical tax advice on estate planning, inheritance tax, wealth structuring, and domicile matters
Review specialist computations (e.g., tax pool computations for offshore trusts)
Review tax returns prepared by consultants and provide technical input
Support on advisory projects and client queries
Liaise with HMRC and IRS on client matters
Build strong client relationships and provide responsive service
Requirements What You\’ll Need Essential: Dual-qualified: UK AND US tax qualifications and experience (e.g., CTA/ACA + US CPA, or equivalent UK Chartered status with substantive US tax credentials)
This is critical: We cannot consider US CPAs without UK tax qualifications and UK practice experience, nor UK-only qualified candidates
CTA qualified (or equivalent UK qualification) with strong technical skills
Experience working with UK and US HNW clients
Excellent written and verbal communication skills
Strong technical knowledge across UK and US personal tax
Ability to work under pressure in a deadline-driven environment
Excellent IT skills and adaptability to technology
Proven ability to deliver accurate information on a timely basis
Desirable: Big 4 or top-tier firm experience
UK and US tax advisory experience
Experience with trust and estate structures
Exposure to wealth structuring and domicile planning
Why This Role? Clear progression pathway: Excellent opportunity to progress to Manager and beyond
Quality client base: Work with sophisticated HNW individuals across exciting sectors
Technical development: Exposure to complex cross-border tax planning and advisory work
Supportive culture: Collaborative, inclusive environment that values diversity and professional growth
Central London location: Hybrid working with strong office presence for collaboration and mentoring
Excellent package: Salary commensurate with experience and qualifications
Location & Working Arrangements Working model: Hybrid, predominantly office-based (NOT fully remote)
Level: Assistant Manager
Interested? If you\’re a dual-qualified US-UK tax professional looking for your next challenge with a prestigious London practice, we would love to hear from you. Baker Thornton (previously ePeople) is a specialist recruitment firm focused exclusively on accounting and CPA practices. We work with leading firms across the UK, US, and Canada to place exceptional audit, tax, and accounting professionals.
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Private Client Manager US/UK Tax employer: ePeople
Contact Detail:
ePeople Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Manager US/UK Tax
✨Tip Number 1
Network like a pro! Reach out to your connections in the accountancy and tax field, especially those who might know someone at our client. A personal introduction can make all the difference.
✨Tip Number 2
Prepare for the interview by researching the latest trends in US/UK tax regulations. Show us you’re not just knowledgeable but also passionate about the industry and ready to tackle any challenge.
✨Tip Number 3
Practice your pitch! Be ready to explain how your skills and experience align with the needs of high-net-worth clients. We want to see that you can communicate effectively and build relationships.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Private Client Manager US/UK Tax
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Private Client Manager role. Highlight your experience in tax and accountancy, especially with high-net-worth individuals. We want to see how your skills align with our client's prestigious reputation!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about this role and how your background fits with the exciting sectors we work in. Remember, we love a personal touch!
Showcase Your Technical Skills: Since our client values technical excellence, be sure to showcase any relevant qualifications or experiences that demonstrate your expertise in US/UK tax. We want to know you can handle the complexities of the role!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Let's get started on this journey together!
How to prepare for a job interview at ePeople
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of US and UK tax regulations. Familiarise yourself with the latest changes and how they impact high-net-worth individuals. This will show that you're not just a candidate, but someone who is genuinely interested in the field.
✨Showcase Your Client Management Skills
Prepare examples from your past experiences where you've successfully managed client relationships. Highlight how you’ve provided exceptional service and resolved any issues. This is crucial for a role focused on high-net-worth clients.
✨Research the Company
Dive deep into the company’s history and values. Understand their approach to client service and technical excellence. Being able to discuss how your values align with theirs can set you apart from other candidates.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to tax planning for high-net-worth individuals. This not only shows your interest but also demonstrates your understanding of the complexities involved in the role.
