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 hybrid 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 Trusts Tax Manager - Flexible Hybrid, UK-wide 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 benefits of working with high-net-worth clients on complex cross-border trust matters, all within a supportive culture that prioritises knowledge sharing and personal growth.
StudySmarter Expert Advice🤫
We think this is how you could land US/UK Trusts Tax Manager - Flexible Hybrid, UK-wide in London
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We think you need these skills to ace US/UK Trusts Tax Manager - Flexible Hybrid, UK-wide in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Pro-Tax.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Pro-Tax's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Pro-Tax
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Pro-Tax.
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✨Network with Industry Professionals
Before your interview, reach out to current or former Pro-Tax employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
