At a Glance
- Tasks: Manage US-connected trusts and estates, delivering compliance and advisory work.
- Company: Join a Top 10 accountancy firm with a collaborative culture.
- Benefits: Competitive salary, flexible working, and professional development opportunities.
- Other info: Dynamic team with clear progression pathways and a focus on collaboration.
- Why this job: Specialise in complex cross-border trust work and make a real impact.
- Qualifications: Experience in US/UK trust taxation and strong client management skills.
The predicted salary is between 65000 - 82000 £ 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
- Contributing to the ongoing growth of a high-performing specialist team
- Maintaining an even split between advisory and compliance work
Level & Progression
Open to strong Assistant Managers ready to step up, Managers or experienced hires operating at Senior Manager level (additional stage required). Clear progression pathways within a growing team with strong 2-3 year expansion plans.
Location & Flexibility
UK wide hiring - candidates can be based anywhere in the UK. Flexible and hybrid working supported, with openness to fully remote arrangements. Highly adaptable working model focused on output rather than presence.
Team & Culture
A highly technical, specialist environment with a strong emphasis on collaboration, knowledge sharing and development. The team is entrepreneurial, partner-led and benefits from high-quality client relationships driven through a strong intermediary network. You'll work closely with experienced senior leadership who remain hands‑on in complex delivery.
About You
This role would suit someone with:
- Strong experience in US/UK trust and estate taxation
- Exposure to US-connected trusts, cross-border issues and treaty interaction
- A background in Big 4, Top 10/20 or specialist private client boutiques
- Strong client management skills and ability to handle technical complexity
- Interest in both advisory and compliance work
- Relevant qualifications (EA / ATT / CTA / STEP preferred, but strong single-qualified candidates considered)
Not suitable for candidates without deep trust experience or those requiring visa sponsorship.
Salary & Process
Salary circa £65,000-£82,000 depending on experience, plus benefits. Two-stage interview process (three for Senior Manager level): initial screening followed by technical assessment and final leadership discussion.
Interested? For a confidential discussion about this US/UK Tax Manager - Trusts opportunity, please contact: Kate Green. Happy to share further detail or arrange an informal conversation.
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
US/UK Tax Manager - Trusts in London employer: Pro-Tax
Join a leading Top 10 accountancy and advisory firm that champions a flexible and hybrid working environment, allowing you to thrive from anywhere in the UK. With a strong focus on collaboration and professional development, you'll be part of a dynamic Trust & Family Wealth team that values your expertise while offering clear pathways for career progression. Enjoy the opportunity to work closely with senior leadership on complex, high-value estates, all within a supportive culture that prioritises knowledge sharing and client relationships.
StudySmarter Expert Advice🤫
We think this is how you could land US/UK Tax Manager - Trusts 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 Pro-Tax, 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 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 Pro-Tax'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. 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!
How to prepare for a job interview at Pro-Tax
✨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.
✨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. It helps to show our commitment!
