At a Glance
- Tasks: Lead complex US tax advisory projects and support team development.
- Company: Join Sopher + Co, a leading firm with over 50 years of experience.
- Benefits: Enjoy competitive salary, private medical insurance, and generous holiday entitlement.
- Other info: Dynamic work environment with excellent career growth opportunities.
- Why this job: Make a real impact in a supportive team while working with prestigious clients.
- Qualifications: Strong US tax expertise and leadership skills required.
The predicted salary is between 60000 - 80000 £ per year.
Location: Hybrid / Mayfair, London, UK
Job type: Permanent / Full-time
Sector and subsector: Tax & Practice | General Practice
Salary: Negotiable salary
About us
Big decisions deserve clear thinking. At Sopher + Co, we've spent more than 50 years helping entrepreneurs and high-net-worth individuals navigate complex financial and commercial challenges. From tax planning and private office services to business advisory and technology, we bring everything together to make life simpler and help our clients focus on what matters most. We don't just solve problems. We build relationships, offer clarity, and give our clients the confidence to move forward. And it's our people who make that possible.
The role
We're looking for an experienced US Business Tax Associate Director to join our specialist US/UK tax team in our Mayfair office. This is a senior, outward‑facing role with real influence. Our specialist US practice provides consultancy and advisory services to individuals and businesses investing into the US, as well as US persons with interests in the UK and Europe. You'll support the leadership of the team, deliver high‑quality advisory work, and help shape the continued growth of this specialist service line. You'll play a pivotal role in both client delivery and team leadership.
Other responsibilities include, but are not limited to:
- Client Delivery & Advisory: Lead complex US tax advisory assignments, including cross‑border structuring, US expansion, treaty claims, and US entrepreneurs relocating to the UK. Oversee the preparation and review of US business tax returns (Forms 1120, 1120‑F, 1120‑S, and 1065) and complementary non‑US entity forms (Forms 5471, 8858, and 8865), ensuring accuracy, quality and timely delivery. Manage enquiries and correspondence with the IRS, including involvement in more complex or technically challenging cases. Conduct high‑level technical research and provide clear, practical recommendations to clients.
- Leadership & Team Development: Support the Partner in managing a growing team of US specialists. Provide day‑to‑day guidance, coaching, and technical training to junior staff. Delegate effectively, monitor progress, and help the team meet internal and external deadlines. Contribute to creating a high‑performance culture that reflects Sopher + Co's commitment to excellence and client care.
- Commercial & Operational Management: Assist in managing group financial performance including WIP oversight, billing, cash collection and preparing fee quotes for existing and new work. Support business development activities, including attending marketing events, contributing to thought leadership, and developing your internal and external network. Uphold compliance with internal policies, professional standards, confidentiality requirements and health & safety obligations.
What you'll bring
You're technically strong and confident without relying on jargon. You build trust by making complex matters easy to understand. You're organised, proactive, and take ownership of your work. You're comfortable managing your own workload and deadlines, and know how to prioritise effectively. You communicate clearly and professionally, both in writing and verbally, and are confident dealing directly with clients. You enjoy working in a collaborative team where knowledge is shared openly and people support one another. You'll also bring:
- Strong US tax technical expertise, supported by relevant post‑graduate or professional qualifications (CPA, EA or JD).
- Significant experience in US business taxation — ideally around 10 years — with the credibility to advise inbound and outbound clients, and some experience advising within the UK.
- Solid grounding in cross‑border US tax issues, including Subpart F, GILTI, treaty relief, and FIRPTA.
- Excellent communication skills, with the ability to build trusted relationships with clients, colleagues, and external advisers.
- Strong leadership capability, ideally with experience supervising or mentoring staff.
- Confident time‑management and organisational skills, with the ability to juggle multiple deadlines.
- Competence with accounting and tax software; experience with CCH and Virtual Cabinet is highly advantageous.
- High levels of discretion when working with sensitive client information.
What you'll get in return
We offer a competitive salary and a comprehensive benefits package, designed to support your health, wellbeing, financial security and career development. Our benefits include (some available from day one, others after probation or length of service):
- Private Medical Insurance
- Life assurance (Death in Service)
- Group Income Protection (GIP)
- Employee Assistance Programme and 24/7 Digital GP access
- Reward Gateway (employee discounts and cashback)
- Generous holiday entitlement, with the option to buy and sell leave
- Enhanced family‑friendly policies
- Ongoing training and development opportunities
- Fully funded training packages with a generous exam reward structure
- Recognition and long‑service milestones
- Cycle to Work scheme
- Discounted wills and LPAs
- Social committee and regular social events
- Fresh fruit in the office
Just as important is the environment. We're a friendly, supportive team where people enjoy working together and take pride in what they do. You will have the opportunity to work with a well‑known client base across a wide range of industries, gaining exposure that is genuinely unique and difficult to find elsewhere in a firm of our size.
Our commitment
Sopher + Co strongly believe in staff development and continuously encourage internal progression, supporting you to grow your career within the firm.
Equality of Opportunity
We are committed to equality of opportunity in employment and expect all employees to act in accordance with this principle, recognising its importance to the success of our business.
US Tax Associate Director in City of Westminster employer: Hollybank Trustees Ltd
At Sopher + Co, we pride ourselves on being an exceptional employer, offering a vibrant work culture in the heart of Mayfair, London. Our commitment to employee growth is evident through comprehensive training programmes and a supportive environment that fosters collaboration and innovation. With competitive benefits, including private medical insurance and generous holiday entitlements, we ensure our team members thrive both personally and professionally while working with a prestigious client base across diverse sectors.
StudySmarter Expert Advice🤫
We think this is how you could land US Tax Associate Director in City of Westminster
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Hollybank Trustees Ltd, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace US Tax Associate Director in City of Westminster
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Hollybank Trustees Ltd's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Hollybank Trustees Ltd. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Hollybank Trustees Ltd!
How to prepare for a job interview at Hollybank Trustees Ltd
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Hollybank Trustees Ltd.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Hollybank Trustees Ltd. It helps to show our commitment!
