At a Glance
- Tasks: Manage a portfolio of high-net-worth clients and provide expert US/UK tax services.
- Company: Leading UK accountancy firm with a global network and specialist tax practice.
- Benefits: Competitive salary, strong benefits package, agile working, and career development opportunities.
- Other info: Join a dynamic team with opportunities for professional growth and advisory skill development.
- Why this job: Work on complex international tax matters and develop your expertise in a growing team.
- Qualifications: Experience in US/UK tax, client management skills, and a proactive approach.
The predicted salary is between 56250 - 68750 £ per year.
US Private Client Tax Assistant Manager | London | £50,000-£60,000
US Tax. UK Tax. High-Net-Worth Clients. International Complexity.
If you're an experienced US/UK tax professional looking for a role where you can work with genuinely complex private client matters, this could be an opportunity worth exploring.
We're working with a leading UK accountancy and business advisory firm with an established international network and a growing specialist US Private Client Tax practice.
The team works with high-net-worth and ultra-high-net-worth individuals, entrepreneurs and internationally mobile clients, helping them navigate the increasingly complex interaction between US, UK and international tax systems.
Why this role?
This is a specialist private client role with exposure to far more than standard tax compliance.
You'll work with clients who have complex international affairs, including foreign trusts, investments, pensions, structures and cross-border assets, providing both compliance and advisory support.
You'll also work closely with experienced Managers, Directors and Partners, giving you the opportunity to develop your technical knowledge and progress your career within a growing specialist team.
Your role
You'll take responsibility for a portfolio of private clients, becoming a key point of contact and helping deliver a high-quality US/UK tax service.
Your responsibilities will include
- Managing a portfolio of HNW and UHNW private clients.
- Preparing and reviewing US tax compliance and informational reporting.
- Reviewing Forms and 8858.
- Assisting with more complex US/UK tax filings.
- Working on PFIC reporting and foreign trust reporting.
- Supporting foreign tax credit and year-end tax planning.
- Advising on UK non-domiciled and internationally mobile individuals.
- Supporting Managers, Directors and Partners on advisory projects.
- Identifying opportunities to develop existing client relationships.
- Reviewing work completed by more junior team members.
- Supervising and supporting off-site tax preparation teams.
- Managing billing and workflow across your portfolio.
- Getting involved in interesting ad hoc and specialist assignments.
- Building strong professional relationships with clients and colleagues.
- Supporting continuous improvement across the team.
What we're looking for
We're looking for someone with a genuine interest in developing their career within US/UK private client tax.
Ideally, you'll have
- US Enrolled Agent (EA) and ATT qualifications as a minimum.
- Around 3 years' experience in US/UK tax.
- Private client tax experience.
- Experience working with HNW individuals, entrepreneurs or internationally mobile clients.
- Exposure to US tax compliance and reporting.
- Experience dealing directly with clients and senior stakeholders.
- Strong technical and communication skills.
- A proactive approach and the ability to find practical solutions to complex issues.
- A willingness to learn and develop within a specialist team.
CTA or ACA qualification would be advantageous but isn't essential where you have strong relevant US tax experience.
The opportunity
US private client tax is becoming increasingly complex - and demand for professionals who understand both sides of the Atlantic continues to grow.
You'll be joining a specialist team where you can develop expertise across:
US Tax | UK Tax | HNW/UHNW | International Tax | PFICs | Foreign Trusts | Cross-Border Planning
You'll work alongside experienced professionals while gaining greater responsibility for your own clients and projects.
There is also genuine scope to develop your advisory skillset and progress within the team.
What's on offer?
Plus a strong benefits package, agile working and structured career development.
Interested?
If you're currently working in US/UK private client tax and are looking for a role offering greater technical exposure, more complex clients and a clear route for progression, I'd be happy to have a confidential conversation.
You don't need to be actively looking.
If US private client tax is your area of expertise - or the direction you want your career to take - this could be worth a conversation.
UK/US Private Client Tax Assistant Manager in London employer: Jobiqo
Bromley Council is an exceptional employer, dedicated to fostering a supportive and inclusive work environment where employees can thrive. With a strong commitment to professional development, flexible working arrangements, and a generous benefits package, including a local government pension scheme and unique discounts, the Council prioritises employee well-being and career growth. Located in the vibrant Bromley Civic Centre, you will be part of a team that plays a crucial role in shaping the future of the borough while enjoying the balance of urban and suburban life.
StudySmarter Expert Advice🤫
We think this is how you could land UK/US Private Client Tax Assistant Manager in London
✨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 Jobiqo, 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 UK/US Private Client Tax Assistant Manager in London
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 Jobiqo'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 Jobiqo. 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 Jobiqo!
How to prepare for a job interview at Jobiqo
✨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 Jobiqo.
✨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 Jobiqo. It helps to show our commitment!
