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

US & UK Tax Manager for Satis Tax Limited - London

Full-Time 36000 - 60000 £ / year (est.) No home office possible
Hillier Hopkins LLP

At a Glance

  • Tasks: Manage a diverse client portfolio for US & UK tax compliance and provide expert advice.
  • Company: Satis Tax Limited, a boutique firm in London specialising in US/UK tax services.
  • Benefits: Competitive salary, bonuses, flexible hours, and private medical insurance after probation.
  • Why this job: Join a dynamic team and make a real impact on high-net-worth clients' tax planning.
  • Qualifications: 6+ years in US/UK tax, EA or CPA qualified, strong interpersonal skills.
  • Other info: Opportunities for professional growth and development in a supportive environment.

The predicted salary is between 36000 - 60000 £ per year.

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. 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 requirements are filed timely and accurately.
  • Reviewing work prepared by juniors and signing out tax returns for submission to the tax authorities.
  • 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 candidate will have the following experience and skills:

  • Minimum of six years of experience in US/UK private client work, with experience in dealing with High-Net-Worth (HNW) individuals.
  • Qualified Enrolled Agent (EA) or CPA qualified.
  • Qualified member of Association Tax Technicians (ATT), CTA will be beneficial but not essential.
  • 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’s 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.

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

Satis Tax Limited is an exceptional employer, offering a unique opportunity to work in a boutique tax services firm located in the heart of London. With a strong focus on employee development and a supportive work culture, team members enjoy flexible working hours, competitive remuneration packages, and comprehensive benefits including private medical insurance and generous annual leave. The firm fosters a collaborative environment where employees can thrive, engage with high-net-worth clients, and contribute to meaningful tax planning solutions.
Hillier Hopkins LLP

Contact Detail:

Hillier Hopkins LLP Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land US & UK 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. Show us you’re not just a candidate, but a potential asset to our team!

✨Tip Number 3

Don’t forget to showcase your interpersonal skills! We want to see how you interact with clients and team members. Bring examples of how you've developed juniors or managed client relationships.

✨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 us you're genuinely interested in joining our team at Satis Tax.

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

US Tax Compliance
UK Tax Compliance
Client Portfolio Management
Tax Return Review
Risk Identification
Technical Tax Knowledge
Team Development
Business Development
Fee Management
Experience with CCH Axcess
Experience with CCH Prosystem
Microsoft Office Competence
Interpersonal Skills
Workload Balancing
Delegation Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the US & UK Tax Manager role. Highlight your experience with HNW individuals and any relevant qualifications like EA or CPA. We want to see how your skills match what we're looking for!

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 passion for tax services and how you can contribute to our team. Keep it engaging and personal!

Showcase Your Team Spirit: We love team players! In your application, share examples of how you've developed junior members or worked collaboratively in previous roles. This will show us that you’re not just about numbers but also about people.

Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it makes the process smoother for everyone involved!

How to prepare for a job interview at Hillier Hopkins LLP

✨Know Your Tax Stuff

Make sure you brush up on both US and UK tax regulations, especially those that pertain to High-Net-Worth individuals. Being able to discuss specific compliance requirements and planning opportunities will show that you're not just familiar with the basics but are ready to dive deep into the role.

✨Showcase Your Experience

Prepare to talk about your previous roles and how they relate to managing a client portfolio. Highlight any experience you have with CCH Axcess or CCH Prosystem, as well as your qualifications like being an Enrolled Agent or CPA. This will help demonstrate that you’re the right fit for their needs.

✨Demonstrate Team Leadership

Since the role involves developing junior team members, think of examples where you've successfully mentored or led a team. Be ready to discuss how you balance workload and delegate tasks effectively to meet deadlines, showcasing your leadership skills.

✨Be Ready for Business Development Talk

Satis Tax is looking for someone who can identify business development opportunities. Prepare some ideas on how you could contribute to growing their client base or improving services. This shows initiative and aligns with their goals for the firm.

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

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