US & UK Assistant Tax Manager for Satis Tax Limited - London
US & UK Assistant Tax Manager for Satis Tax Limited - London

US & UK Assistant Tax Manager for Satis Tax Limited - London

London Full-Time 50000 - 60000 £ / year (est.) No home office possible
Hillier Hopkins LLP

At a Glance

  • Tasks: Manage client portfolios and ensure timely US/UK tax compliance.
  • Company: Boutique tax firm in London specialising in US/UK tax services.
  • Benefits: Flexible hours, competitive salary, bonuses, and private medical insurance.
  • Other info: Great career growth opportunities in a supportive environment.
  • Why this job: Join a dynamic team and make a real impact on clients' financial success.
  • Qualifications: 4+ years of US/UK tax experience and ATT qualification required.

The predicted salary is between 50000 - 60000 £ per year.

The Firm Satis Tax is a boutique US/UK tax services firm with 8-10 employees working out of their Pall Mall office. Satis is one of the few firms to be able to provide specialist wealth and tax planning advice and services to Americans living in the UK.

Responsibilities

  • Actively managing a client portfolio to ensure US and UK personal tax compliance requirements are filed timely and accurately. This includes requesting information to prepare US/UK returns.
  • Reviewing tax returns and work of junior members of staff.
  • Building and maintaining good relationships with clients and identifying opportunities for business development.
  • Identifying and communicating potential risks and technical matters to senior members of the team.
  • Managing the finance of an engagement, including monitoring budgets.

The Ideal Candidate

  • 4 Years + tax experience in US/UK Private Client tax, preferably with experience in dealing with High-Net-Worth clients, private equity executives and Business owner clients.
  • Is a qualified member of ATT and is an Enrolled Agent (EA).
  • Has experience with CCH Axcess or CCH Prosystem for the preparation of US tax returns.
  • Capable in proactively managing their client portfolio whilst working closely with senior and junior members of the team.
  • Be IT competent and familiar with Microsoft computerised packages.
  • The ability to organise, prioritise and work to meet tight deadlines.
  • Work well in a team and have good interpersonal skills.

Salary will be dependent on experience.

The package will include:

  • Salary Sacrifice Pension Scheme all staff are auto enrolled. (Employer: 5%; Employee: 3%) subject to eligibility.
  • Annual Christmas Bonus equivalent to 1 week’s salary.
  • Discretionary annual Summer Bonus.
  • Private Medical Insurance following completion of a 3-month probationary period (this is a taxable benefit).
  • Death In Service scheme cover (4x salary).
  • Group Income Protection Scheme (non-contributory) following completion of a 3 month probationary period.
  • Annual Leave will be 25 days per annum (pro-rata), 3 days are normally taken at Christmas/New Year.
  • Recruitment bounty.
  • Flexible hours of work.
  • Payment of one professional subscription per annum.

US & UK Assistant Tax Manager for Satis Tax Limited - London employer: Hillier Hopkins LLP

Satis Tax Limited is an exceptional employer, offering a supportive and collaborative work culture in the heart of London. With a focus on employee growth, we provide opportunities for professional development, competitive benefits including private medical insurance and flexible working hours, and a strong emphasis on work-life balance. Join our dedicated team of tax professionals and make a meaningful impact while enjoying a rewarding career in a boutique firm that values your contributions.
Hillier Hopkins LLP

Contact Detail:

Hillier Hopkins LLP Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land US & UK Assistant Tax Manager for Satis Tax Limited - London

✨Tip Number 1

Network like a pro! Reach out to your connections in the tax industry, especially those who might know someone at Satis Tax. A friendly chat can open doors that a CV just can't.

✨Tip Number 2

Prepare for the interview by brushing up on your US and UK tax knowledge. Be ready to discuss specific cases or scenarios you've handled, especially with high-net-worth clients. Show us you know your stuff!

✨Tip Number 3

Don’t forget to showcase your interpersonal skills! Satis Tax values building relationships with clients, so be prepared to share examples of how you've successfully managed client interactions in the past.

✨Tip Number 4

Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're serious about joining the Satis Tax team.

We think you need these skills to ace US & UK Assistant Tax Manager for Satis Tax Limited - London

US/UK Tax Compliance
Client Portfolio Management
Tax Return Preparation
Reviewing Work of Junior Staff
Business Development
Risk Identification and Communication
Budget Monitoring
High-Net-Worth Client Experience
Private Equity Knowledge
Enrolled Agent (EA) Qualification
CCH Axcess or CCH Prosystem Experience
IT Competence
Microsoft Office Proficiency
Organisational Skills
Interpersonal Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Assistant Tax Manager role. Highlight your relevant tax experience, especially with US/UK private clients, and don’t forget to mention your qualifications like ATT and EA!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for Satis Tax. Mention your experience with high-net-worth clients and how you can contribute to our team.

Showcase Your Interpersonal Skills: Since building relationships with clients is key, make sure to highlight your interpersonal skills in your application. Share examples of how you've successfully managed client portfolios or worked in teams.

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get to know you better!

How to prepare for a job interview at Hillier Hopkins LLP

✨Know Your Tax Stuff

Make sure you brush up on your US and UK tax regulations, especially those that pertain to high-net-worth clients. Being able to discuss specific compliance requirements and demonstrate your knowledge of CCH Axcess or CCH Prosystem will show that you're the right fit for the role.

✨Showcase Your Client Management Skills

Prepare examples of how you've successfully managed client portfolios in the past. Highlight any experiences where you've built strong relationships or identified business development opportunities. This will help illustrate your ability to thrive in a boutique firm like Satis Tax.

✨Team Player Vibes

Since this role involves working closely with both senior and junior team members, be ready to discuss how you collaborate effectively. Share instances where you've supported colleagues or contributed to team success, as this will resonate well with their culture.

✨Be Ready for Technical Questions

Expect some technical questions related to tax compliance and risk management. Prepare to discuss potential risks you've encountered in previous roles and how you communicated these to your team. This will demonstrate your proactive approach and readiness to handle challenges.

US & UK Assistant Tax Manager for Satis Tax Limited - London
Hillier Hopkins LLP
Location: London

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