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 Trusts Tax Manager - Flexible Hybrid, UK-wide 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
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, especially those who work in trusts and estates. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for those interviews! Brush up on your knowledge of US/UK tax regimes and be ready to discuss complex trust structures. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can keep you top of mind and show your enthusiasm for the role. Plus, it’s a great chance to reiterate why you’re the perfect fit.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace US/UK Trusts Tax Manager - Flexible Hybrid, UK-wide
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the US/UK Trusts Tax Manager role. Highlight your experience with US-connected trusts and estates, and don’t forget to mention any relevant qualifications like ATT or CTA. 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 your skills align with our needs. Be sure to mention your interest in both compliance and advisory work, as that’s key for this role.
Showcase Your Client Management Skills:In your application, emphasise your client management experience. We’re looking for someone who can build strong relationships and handle technical complexities, so share examples of how you’ve done this in the past.
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. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Pro-Tax
✨Know Your Tax Stuff
Make sure you brush up on US/UK trust and estate taxation. Familiarise yourself with cross-border issues and treaty interactions, as these will likely come up in your interview. Being able to discuss complex tax scenarios confidently will show that you're the right fit for this technical role.
✨Showcase Your Client Management Skills
Prepare examples of how you've built strong client relationships in the past. This role involves managing a portfolio of high-net-worth individuals, so demonstrating your ability to handle client needs and expectations will be crucial. Think about specific situations where you’ve successfully navigated client challenges.
✨Understand the Team Dynamics
Research the firm’s culture and the Trust & Family Wealth team. Be ready to discuss how you can contribute to their collaborative environment. Highlight any experience you have in mentoring or developing junior team members, as this is a key aspect of the role.
✨Prepare for Technical Assessments
Since there’s a two-stage interview process, be prepared for a technical assessment. Brush up on relevant regulations and case studies related to US-connected trusts. Practising common technical questions can help you feel more confident and ready to impress during this part of the interview.
