At a Glance
- Tasks: Manage a diverse client portfolio for US & UK tax compliance and provide strategic advice.
- Company: Satis Tax is a boutique firm specialising in US/UK tax services, based in London.
- Benefits: Enjoy flexible hours, private medical insurance, and annual bonuses.
- Why this job: Join a dynamic team, develop your skills, and make a real impact in tax planning.
- Qualifications: Six years of experience in US/UK tax, qualified EA or CPA, strong interpersonal skills required.
- Other info: Opportunity to work with High-Net-Worth clients and develop junior team members.
The predicted salary is between 43200 - 72000 Β£ per year.
US & UK Tax Manager for Satis Tax Limited β LondonThe FirmSatis 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.
This is a dual handling US/UK tax role, principally based at our London office.
The role will provide an opportunity to work on a wide-ranging portfolio of clients and to have active involvement in identifying planning opportunities and providing advice.
The duties will include:
Actively managing a client portfolio to ensure US & UK personal tax compliance requirementsare filed timely and accurately.
Reviewing work prepared by juniors and signing out tax returns for submission to the taxauthorities.
Identifying and communicating potential risks and technical matters.
Developing junior members of the team.
Identifying business development opportunities.
Fee responsibility, managing the finance of an engagement.
The Ideal CandidateThe ideal candidate will have the following experience and skills:
Minimum of six years of experience in US/UK private client work, with experience in dealingwith High-Net-Worth (HNW) individuals.
Qualified Enrolled Agent (EA) or CPA qualified.
Qualified member of Association Tax Technicians (ATT), CTA will be beneficial but notessential.
Experience with CCH Axcess or CCH Prosystem.
Be competent with Microsoft computerised packages.
Team player with strong interpersonal skills.
Capable in balancing workload and delegating efficiently to ensure deadlines are met.
Remuneration 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\βs salary.
Discretionary annual Summer Bonus.
Potential commissions on referral of new work.
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.
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US & UK Tax Manager for Satis Tax Limited - London employer: Hillier Hopkins LLP
Contact Detail:
Hillier Hopkins LLP Recruiting Team
StudySmarter Expert Advice π€«
We think this is how you could land US & UK Tax Manager for Satis Tax Limited - London
β¨Tip Number 1
Network with professionals in the US/UK tax field. Attend industry events or webinars where you can meet people from Satis Tax or similar firms. Building relationships can give you insights into the company culture and potentially lead to a referral.
β¨Tip Number 2
Familiarise yourself with the specific tax software mentioned in the job description, like CCH Axcess or CCH Prosystem. If you haven't used them before, consider taking an online course or tutorial to demonstrate your commitment and readiness for the role.
β¨Tip Number 3
Prepare to discuss your experience with High-Net-Worth individuals during the interview. Have specific examples ready that showcase your ability to manage complex tax situations and provide tailored advice, as this is crucial for the role.
β¨Tip Number 4
Research Satis Tax's recent projects or news articles to understand their approach and values. This knowledge will help you tailor your conversation during interviews and show that you're genuinely interested in being part of their team.
We think you need these skills to ace US & UK Tax Manager for Satis Tax Limited - London
Some tips for your application π«‘
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the US & UK Tax Manager position. Familiarise yourself with Satis Tax's services and their client base to tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience in US/UK private client work, particularly with High-Net-Worth individuals. Mention any qualifications such as Enrolled Agent (EA) or CPA, and your familiarity with CCH Axcess or CCH Prosystem.
Showcase Interpersonal Skills: Since the role requires strong interpersonal skills and teamwork, provide examples in your application that demonstrate your ability to work collaboratively and develop junior team members.
Be Clear on Salary Expectations: When asked about salary expectations, be honest and realistic based on your experience and the industry standards. This shows that you are informed and serious about the position.
How to prepare for a job interview at Hillier Hopkins LLP
β¨Know Your Tax Regulations
Make sure you're well-versed in both US and UK tax regulations, especially those affecting High-Net-Worth individuals. Brush up on recent changes and be prepared to discuss how they might impact clients.
β¨Showcase Your Experience
Highlight your six years of experience in US/UK private client work during the interview. Be ready to provide specific examples of how you've managed client portfolios and ensured compliance.
β¨Demonstrate Leadership Skills
Since the role involves developing junior team members, prepare to discuss your leadership style and any past experiences where you've successfully mentored or trained others.
β¨Prepare Questions for Them
Have insightful questions ready about Satis Tax's approach to client management and business development opportunities. This shows your genuine interest in the firm and the role.