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- Tasks: Manage client portfolios and ensure tax compliance for US and UK clients.
- Company: Boutique US/UK tax advisory firm in London's Pall Mall.
- Benefits: 25 days leave, bonuses, pension scheme, and private medical insurance.
- Why this job: Join a collaborative team and work with high-net-worth clients.
- Qualifications: 4+ years in US/UK tax, ATT qualified, and strong IT skills.
- Other info: Great opportunity for career development in a specialist firm.
The predicted salary is between 36000 - 60000 £ per year.
We are recruiting on behalf of a boutique US/UK tax advisory firm based in London’s Pall Mall. The firm is highly regarded for its specialist expertise and is one of the few practices able to provide comprehensive wealth and tax planning advice to US persons living in the UK.
This is an excellent opportunity for an experienced US/UK private client tax professional to take on a key role within a growing and collaborative team, working with a high-quality international client base.
Key Responsibilities
- Actively managing a portfolio of clients, ensuring US and UK personal tax compliance obligations are met accurately and within deadlines.
- Coordinating and requesting client information required to prepare US and UK tax returns.
- Reviewing tax returns and supporting work prepared by junior members of the team, providing guidance and feedback where appropriate.
- Building and maintaining strong client relationships, acting as a trusted point of contact and identifying opportunities for additional services and business development.
- Identifying technical issues, risks and planning considerations, and clearly communicating these to senior team members.
- Managing the financial aspects of client engagements, including monitoring budgets and fee recovery.
Skills & Experience
- A minimum of 4+ years’ experience in US/UK private client tax, ideally gained within a professional services environment.
- Experience working with High-Net-Worth Individuals, including private equity executives and business owner clients.
- Qualified member of the Association of Taxation Technicians (ATT) and Enrolled Agent (EA) status.
- Hands-on experience using CCH Axcess or CCH ProSystem for the preparation of US tax returns.
- Proven ability to proactively manage a client portfolio while working closely with both senior and junior colleagues.
- Strong IT skills, with confidence using Microsoft Office and tax software packages.
- Well organised, with the ability to prioritise workloads and meet tight and competing deadlines.
- A strong team player with excellent interpersonal and communication skills.
Benefits
- 25 days’ annual leave per annum.
- Discretionary annual Summer Bonus.
- Annual Christmas bonus equivalent to one week’s salary.
- Salary Sacrifice Pension Scheme, with auto-enrolment subject to eligibility (Employer contribution: 5%; Employee contribution: 3%).
- Private Medical Insurance following completion of three months’ service.
- Death in Service cover at four times annual salary.
If you are interested in this role and are looking to develop your career within a specialist, boutique advisory firm, we would be delighted to hear from you. Please apply with your CV, and a member of our recruitment team will contact you to discuss the role in confidence.
US & UK Assistant Tax Manager employer: Modus Talent
Contact Detail:
Modus Talent Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land US & UK Assistant Tax Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax advisory field, especially those who might know someone at the firm. A personal introduction can make all the difference.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of US and UK tax regulations. Be ready to discuss how you’ve managed client portfolios and tackled compliance issues in the past.
✨Tip Number 3
Showcase your interpersonal skills during interviews. Remember, building strong client relationships is key, so share examples of how you've successfully communicated with clients and colleagues.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed by the right people. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace US & UK Assistant Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences mentioned in the job description. Highlight your experience with US/UK tax compliance and any relevant qualifications like ATT or EA status.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for this role. Share your passion for tax advisory and how your background aligns with our firm's focus on high-net-worth individuals.
Showcase Your Client Management Skills: Since client relationships are key, include examples of how you've successfully managed client portfolios in the past. We want to see your ability to build trust and identify additional service opportunities.
Apply Through Our Website: We encourage you to apply directly through our website. This way, your application will be processed more efficiently, and you'll be one step closer to joining our collaborative team!
How to prepare for a job interview at Modus Talent
✨Know Your Tax Stuff
Make sure you brush up on your US and UK tax regulations. Familiarise yourself with the latest changes and how they impact high-net-worth individuals. Being able to discuss specific cases or recent developments will show that you're not just knowledgeable but also genuinely interested in the field.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client portfolios in the past. Think about times when you built strong relationships or identified additional service opportunities. This will demonstrate your ability to be a trusted point of contact, which is crucial for this role.
✨Be Ready to Discuss Software Proficiency
Since experience with CCH Axcess or CCH ProSystem is important, be prepared to talk about your hands-on experience with these tools. If you have any tips or tricks that make your work more efficient, share those too! It shows you're proactive and tech-savvy.
✨Demonstrate Team Spirit
This role requires collaboration with both senior and junior colleagues, so think of examples where you've worked effectively in a team. Highlight your communication skills and how you’ve provided guidance to others. This will help convey that you're a strong team player who can contribute positively to their collaborative environment.
