At a Glance
- Tasks: Manage high-profile US-connected trusts and provide bespoke tax advice.
- Company: Top-tier accountancy firm with a focus on private wealth.
- Benefits: Competitive salary, excellent benefits, and flexible working options.
- Other info: Opportunity for career growth and mentorship in a dynamic environment.
- Why this job: Join a leading team and make an impact in international estate planning.
- Qualifications: Strong background in US/UK tax and relevant qualifications.
The predicted salary is between 67000 - 82000 £ per year.
Are you a cross-border private wealth specialist looking to work on high-value, complex international estate structures? Partnering directly with senior leadership at a top-tier Top 10 accountancy firm, we are seeking a US/UK Tax Manager to join their market-leading Trust & Family Wealth team.
This is a premier opportunity to focus on US-connected trusts and ultra-high-net-worth estate planning within an agile, nationwide practice that offers a true 50/50 balance between compliance and complex advisory work.
Key Responsibilities
- Cross-Border Portfolio Management: Oversee a high-profile client portfolio of US-connected trusts, foreign grantor trusts, and multinational estates (often valued at £200m+).
- Advisory & Planning: Deliver bespoke US/UK dual-handling tax advice, addressing double tax treaty application, passive foreign investment companies (PFICs), IHT, and estate structuring.
- Senior Collaboration: Partner directly with Directors and Partners on high-value advisory mandates, client presentations, and referral networks.
- Team Leadership: Supervise, review, and mentor junior staff, fostering technical growth across US/UK trust compliance and reporting standards.
About You
- Experience: Strong technical background in US/UK crossover tax with deep in trust and estate taxation within practice (Big 4, Top 10/20, or specialist private client boutique).
- Qualifications: Enrolled Agent (EA), CTA, STEP, ATT, or CPA (strong single-qualified or dual-qualified candidates are welcomed).
- Technical Breadth: Demonstrable understanding of foreign trust rules, cross-border treaty interactions, and US reporting requirements (e.g., Forms 3520/3520-A).
- Level: We will consider strong Assistant Managers ready to step up, established Managers, or experienced candidates looking for a Senior role.
US/UK Tax Manager - Trusts employer: Pro-Tax Recruitment Careers
As a Senior Tax Manager in our market-leading Tax team based in London, you will thrive in a dynamic and inclusive work culture that prioritises employee growth and development. With competitive benefits including a generous salary, car allowance, and bonus structure, we empower our team members to excel while working on high-profile engagements in the fast-paced Banking and Capital Markets sector. Join us to be part of a collaborative environment where your expertise will shape the future of tax advisory for influential financial services clients.
Contact Details:
Pro-Tax Recruitment Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land US/UK Tax Manager - Trusts
✨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 Pro-Tax Recruitment Careers, 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/UK Tax Manager - Trusts
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 Pro-Tax Recruitment Careers'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 Pro-Tax Recruitment Careers. 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 Pro-Tax Recruitment Careers!
How to prepare for a job interview at Pro-Tax Recruitment Careers
✨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 Pro-Tax Recruitment Careers.
✨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 Pro-Tax Recruitment Careers. It helps to show our commitment!
