At a Glance
- Tasks: Manage US tax clients, provide strategic advice, and oversee compliance.
- Company: Dynamic firm in London with a hybrid work culture.
- Benefits: Competitive salary, bonus, and professional development opportunities.
- Other info: Opportunity to mentor junior team members and drive process improvements.
- Why this job: Join a team that values client relationships and technical excellence.
- Qualifications: US Enrolled Agent qualification and experience in US tax compliance required.
The predicted salary is between 52650 - 64350 Β£ per year.
The successful candidate will manage a portfolio of US tax clients, lead and support a variety of tax projects, provide strategic tax advice, oversee compliance obligations, and build long-term client relationships. The successful candidate will combine strong technical expertise with excellent communication and relationship management skills, playing a key role in delivering exceptional client service and supporting the continued growth of the practice.
Role Responsibilities:
- Manage a portfolio of US clients, acting as their primary point of contact while overseeing all aspects of tax compliance, advisory services and relationship management.
- Build and maintain strong client relationships by delivering proactive, commercially focused tax advice and ensuring an exceptional client experience.
- Respond to complex technical queries, providing clear, practical guidance on US tax matters in a timely and professional manner.
- Develop and implement tax planning strategies for clients with UK and US cross-border tax considerations.
- Review complex US individual, corporate and partnership tax returns, ensuring technical accuracy and compliance with current US tax legislation.
- Review complex US international information reporting forms, including Forms 5471, 8858, 8865, 8621, 3520, 3520-A and 8938.
- Lead and support a range of US tax advisory projects, including tax planning assignments, technical research, written reports and client consultations.
- Analyse the US and international tax implications of mergers and acquisitions, business restructurings, investments and cross-border expansion projects.
- Support Partners and Directors in delivering market-leading tax advice to US individuals and businesses operating in the UK.
- Identify tax planning opportunities and provide commercially focused recommendations that add value for clients.
- Delegate work effectively across the team, managing priorities and ensuring deadlines and quality standards are consistently achieved.
- Coach, mentor and provide technical guidance to junior team members, supporting their professional development and reviewing their work.
- Collaborate closely with colleagues across the wider tax practice to deliver integrated, high-quality client solutions.
- Stay up to date with changes in US tax legislation and emerging international tax developments, sharing knowledge and best practice across the team.
- Contribute to process improvements, helping to drive efficiencies and maintain the highest standards of client service and technical excellence.
Skills & Expertise:
- US Enrolled Agent (EA) qualification is essential.
- Significant experience in US tax compliance, including the preparation and/or review of complex US tax returns and international information reporting forms.
- Proven expertise reviewing international reporting forms, including Forms 5471, 8858, 8865, 8621, 3520, 3520-A and 8938.
- Experience managing a portfolio of clients, acting as a trusted adviser and delivering exceptional client service.
- Confident communicating directly with clients, responding to technical queries and explaining complex tax matters in a clear, practical manner.
- Exposure to US tax advisory work, including technical research, tax planning, written advice and client consultancy projects, is highly desirable.
- UK tax knowledge is advantageous but not essential.
- Previous experience leading, mentoring and developing junior team members, with the ability to delegate effectively and review work to a high standard.
- Strong technical knowledge of US tax legislation, compliance requirements and international reporting obligations.
- Excellent analytical and problem-solving skills, with the ability to interpret complex legislation and deliver commercially focused solutions.
- Highly organised, with strong project and time management skills and the ability to manage multiple priorities while meeting deadlines.
- Excellent written and verbal communication skills, with the confidence to build relationships with clients, colleagues and senior stakeholders.
- Commercially aware, proactive and committed to delivering the highest standards of technical excellence and client service.
To Apply:
To apply for the position, please send your CV to Andy Shaw via the 'apply now' button.
US Tax Assistant Manager in London employer: JAM Recruitment Ltd
At JAM Recruitment Ltd, we pride ourselves on being an exceptional employer that values the growth and development of our team members. Located in Birmingham, we offer a dynamic work culture that fosters collaboration and innovation, alongside competitive salaries and hybrid working options. With a strong focus on career progression, our employees are empowered to take on leadership roles and make a meaningful impact in the field of personal injury law.