At a Glance
- Tasks: Manage US-connected trusts and estates, delivering compliance and advisory work.
- Company: Top 10 accountancy and advisory firm with a collaborative culture.
- Benefits: Competitive salary, flexible working, and opportunities for professional growth.
- Other info: Join a dynamic team with excellent career advancement opportunities.
- Why this job: Specialise in complex cross-border trust work and make a real impact.
- Qualifications: Experience in US/UK tax and strong client relationship skills.
The predicted salary is between 67000 - 80000 € per year.
Having just met with a Director of an exciting Top 10 accountancy and advisory firm, I have been selected to support them with the appointment of a US/UK Tax Manager to join its highly regarded Trust Family Wealth team. This is a standout opportunity to specialise in complex, cross-border trust work within a growing, technically strong and collaborative private client team.
The US/UK Tax Manager Opportunity
You'll be joining a specialist team of 20, focused on US-connected trusts and estates, working with internationally mobile high-net-worth individuals, entrepreneurs and family wealth structures. The role offers a genuine balance of compliance and highly technical advisory work, with exposure to large, complex estates and significant Partner interaction.
Typical responsibilities include:
- Managing a portfolio of US-connected trusts and estate clients
- Delivering a mix of compliance and complex advisory work across US/UK tax regimes
- Advising on cross-border trust structures, treaty interaction and inheritance tax considerations
- Working closely with senior leadership on large, high-value estates (often £200m+)
- Supporting and developing junior team members
- Building strong client relationships within a referral-led environment
US/UK Tax Manager - Trusts employer: Pro-Finance
As a leading Top 10 accountancy and advisory firm, we pride ourselves on fostering a dynamic and inclusive work culture that prioritises employee growth and development. Our flexible and hybrid working arrangements allow for a healthy work-life balance, while our commitment to professional advancement ensures that you will thrive in your role as a US/UK Tax Manager within our esteemed Trust Family Wealth team. Join us to work alongside industry experts on complex, cross-border trust matters, all while enjoying the benefits of a supportive environment that values collaboration and innovation.
StudySmarter Expert Advice🤫
We think this is how you could land US/UK Tax Manager - Trusts
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about letting people know you’re on the hunt for a US/UK Tax Manager role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and current trends in cross-border trust work. We recommend practising common interview questions and scenarios related to US/UK tax regimes so you can showcase your expertise confidently.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation and reiterate your interest in the role. It’s a simple gesture that can leave a lasting impression.
✨Tip Number 4
Apply through our website for the best chance at landing that dream job! We’ve got all the latest openings, and applying directly shows your enthusiasm and commitment to joining our fantastic team.
We think you need these skills to ace US/UK Tax Manager - Trusts
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 trusts and estates, and don’t forget to mention any cross-border tax expertise. We want to see how you fit into our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about working in tax and how your skills align with our needs. Keep it engaging and personal – we love a bit of personality!
Showcase Your Technical Skills:In this role, technical knowledge is key. Be sure to include specific examples of your experience with US/UK tax regimes and complex advisory work. We’re looking for someone who can hit the ground running!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. We can’t wait to hear from you!
How to prepare for a job interview at Pro-Finance
✨Know Your Tax Stuff
Make sure you brush up on both US and UK tax regulations, especially those related to trusts and estates. Be prepared to discuss specific cases or scenarios where you've applied your knowledge, as this will show your expertise and confidence in handling complex tax matters.
✨Showcase Your Advisory Skills
Since the role involves a mix of compliance and advisory work, think of examples where you've successfully advised clients on cross-border trust structures or inheritance tax considerations. Highlighting your ability to navigate these complexities will set you apart from other candidates.
✨Demonstrate Team Spirit
This position is all about collaboration, so be ready to talk about how you've worked effectively within a team. Share experiences where you've supported junior members or contributed to team success, as this will resonate well with the firm's culture.
✨Build Client Relationships
Prepare to discuss how you've built and maintained strong client relationships in previous roles. Think of specific examples where your interpersonal skills led to successful outcomes, as this is crucial for a referral-led environment like the one you'll be joining.
