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
- 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 / kate.green@pro-finance.co.uk
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 employer: Pro-Tax
Join a leading Top 10 accountancy and advisory firm that champions a collaborative and inclusive work culture, offering flexible and hybrid working arrangements across the UK. As a US/UK Tax Manager in the Trust & Family Wealth team, you'll benefit from clear progression pathways, hands-on mentorship from senior leadership, and the opportunity to work on complex, high-value estates while developing your expertise in cross-border trust taxation.
StudySmarter Expert Advice🤫
We think this is how you could land US/UK Tax Manager - Trusts
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, or even reach out to folks on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Ace the Interview
Prepare for your interviews by researching the company and practising common questions. Think about how your experience aligns with the role of US/UK Tax Manager and be ready to discuss specific examples from your past work.
✨Showcase Your Expertise
Don’t just talk about your qualifications; demonstrate your knowledge! Bring up recent trends in US/UK tax law or share insights on cross-border trust issues during conversations. This shows you’re not just qualified but genuinely passionate about the field.
✨Apply Through Our Website
When you find a role that excites you, apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we love seeing candidates who are proactive about their job search.
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, especially any cross-border work you've done. We want to see how your background fits 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 tax management and how you can contribute to our Trust & Family Wealth team. Keep it engaging and relevant to the role.
Showcase Your Technical Skills:Since this role involves complex advisory work, make sure to showcase your technical skills in your application. Mention any relevant qualifications like EA, ATT, CTA, or STEP that you hold, as we value strong expertise.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Pro-Tax
✨Know Your Tax Stuff
Make sure you brush up on your US/UK trust and estate taxation knowledge. Be prepared to discuss complex cross-border issues and treaty interactions, as these will likely come up during the interview. Showing that you can handle technical complexity will impress the interviewers.
✨Showcase Your Client Management Skills
Since this role involves building strong client relationships, think of examples from your past experiences where you've successfully managed client expectations or resolved issues. Highlighting your ability to navigate client interactions will demonstrate your fit for the role.
✨Prepare for Technical Assessments
Given the two-stage interview process, be ready for a technical assessment. Review common scenarios related to compliance and advisory work in US-connected trusts. Practising with a colleague or mentor can help you articulate your thought process clearly.
✨Emphasise Collaboration and Development
This team values collaboration and knowledge sharing, so be sure to express your interest in working closely with senior leadership and developing junior team members. Share any relevant experiences where you've contributed to team growth or supported others in their professional development.
