At a Glance
- Tasks: Manage diverse client portfolios and advise on complex US/UK tax issues.
- Company: Dynamic financial services firm with a focus on private clients.
- Benefits: Flexible working, private medical cover, and generous volunteering days.
- Why this job: Join a team that shapes financial decisions and navigates international tax landscapes.
- Qualifications: Must be an Enrolled Agent with ACA, CTA, or ATT qualifications.
- Other info: Opportunity for career growth and development in a supportive environment.
The predicted salary is between 43200 - 72000 £ per year.
About the role: Our Private Client US/UK team helps clients navigate the frequently changing and complex landscape of exposure to both US and UK taxation, and manages the international tax environment related to stringent reporting requirements. A career in our team will provide you with the opportunity to advise clients on their US and UK tax affairs, while acting as a trusted advisor feeding in on any tax considerations to be had when making financial decisions or acquiring assets. We are seeking a Private Client UK/US Manager to help individuals understand where the primary right to tax lies in different scenarios, as well as providing advice on tax implications of movement of funds.
What your days will look like:
- Managing a diverse and broad portfolio of client engagements, while delegating responsibility to junior staff and consulting Senior Managers and Directors where applicable.
- Working closely with experienced Private Client Partners, Directors and Senior Managers and having the responsibility of helping develop new client relationships and deliver complex projects, identifying and pursuing new opportunities from within our market.
- Advising clients and internal stakeholders on the latest tax technical issues, including delivering sessions at client /knowledge sharing events.
- Supervising, coaching and providing regular feedback to Senior Associates and Associates within the team while also keeping more senior stakeholders updated on progress.
This role is for you if:
- You have relevant, detailed and up-to-date US and UK tax knowledge in the personal tax industry and experience of dealing with complex tax issues facing owners, founders and executives, as well as privately or family owned businesses.
- You have excellent project management skills - being able to manage several demanding client projects while remaining resilient and planning workload for yourself and others.
- You have experience in advising on international aspects such as residence, domicile and arriving/leaving the US and the UK as many of our clients have a global footprint and are internationally mobile.
- You can demonstrate strong organisational skills with the ability to meet deadlines throughout the year and deliver high-quality work.
- You must be an Enrolled Agent and possess one of the following qualifications; ACA, CTA or ATT (or international equivalent).
What you'll receive from us: No matter where you may be in your career or personal life, our benefits are designed to add value and support, recognising and rewarding you fairly for your contributions. We offer a range of benefits including empowered flexibility and a working week split between office, home and client site; private medical cover and 24/7 access to a qualified virtual GP; six volunteering days a year and much more.
Financial Services, Private Client US/UK Tax - Manager employer: PwC UK
Contact Detail:
PwC UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services, Private Client US/UK Tax - Manager
✨Network Like a Pro
Get out there and connect with people in the financial services sector! Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential colleagues on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Expertise
When you get the chance to chat with someone about your skills, make sure to highlight your knowledge of US and UK tax issues. Share examples of how you've tackled complex tax scenarios in the past. We want to see your passion for the field shine through!
✨Prepare for Interviews
Do your homework before any interview! Understand the company’s values, recent projects, and their approach to client relationships. We recommend practising common interview questions related to tax advisory roles so you can confidently showcase your expertise.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage with us directly. Let’s get you on board!
We think you need these skills to ace Financial Services, Private Client US/UK Tax - Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the job description. Highlight your US and UK tax knowledge, project management skills, and any relevant qualifications like ACA, CTA, or ATT.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for the role. Share specific examples of how you've managed complex tax issues or developed client relationships in the past.
Showcase Your Soft Skills: Don’t forget to mention your organisational and coaching abilities! We love candidates who can manage multiple projects while supporting junior staff and keeping everyone in the loop.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role without any hiccups!
How to prepare for a job interview at PwC UK
✨Know Your Tax Stuff
Make sure you brush up on the latest US and UK tax regulations. Be ready to discuss specific tax scenarios and how they might affect clients. Showing that you’re up-to-date will impress the interviewers and demonstrate your expertise.
✨Showcase Your Project Management Skills
Prepare examples of how you've successfully managed multiple client projects in the past. Highlight your ability to delegate tasks and keep everything on track, as this role requires strong organisational skills and resilience.
✨Demonstrate Your Advisory Experience
Think of instances where you've acted as a trusted advisor. Be ready to share how you’ve helped clients navigate complex tax issues or make informed financial decisions. This will show that you can build relationships and provide valuable insights.
✨Engage with the Interviewers
Don’t just answer questions; engage in a conversation. Ask insightful questions about their current projects or challenges they face in the tax landscape. This shows your interest in the role and helps you stand out as a proactive candidate.