Private Client US/UK Financial Services Tax - Senior Associate

Private Client US/UK Financial Services Tax - Senior Associate

Full-Time 60000 - 80000 £ / year (est.) Home office (partial)
PwC UK

At a Glance

  • Tasks: Advise high net worth clients on complex US/UK tax matters and manage diverse client portfolios.
  • Company: Dynamic financial services firm with a focus on private client advisory.
  • Benefits: Flexible working, private medical cover, volunteering days, and competitive rewards.
  • Other info: Opportunity for career growth and development in a supportive environment.
  • Why this job: Join a team that navigates complex tax landscapes and makes a real impact.
  • Qualifications: Must have relevant US/UK tax knowledge and a professional qualification like CTA or ACA.

The predicted salary is between 60000 - 80000 £ per year.

We are looking to hire a Senior Associate based in our London office with experience of advising high net worth individuals, private equity executives and business owners on a broad range of complex US/UK tax matters. We help our clients stay ahead of changes that impact their businesses, navigating complexity and risk. We deliver deep tax technical, people and legal expertise, while providing the critical context to make informed and compliant decisions.

With clients ranging from multinational organisations and public sector bodies to entrepreneurs and family businesses, the work we do is diverse. Our Private Client US/UK team help our clients navigate the frequently changing and complex landscape of having exposure to both US and UK taxation and manage 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. You will also 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:

  • Assisting with the management of a diverse and broad portfolio of client engagements, while delegating responsibility to junior staff (Associates) and consulting Managers, Senior Managers and Directors where applicable.
  • Working closely with experienced Private Client Partners, Directors, Senior Managers & Managers and having the responsibility of helping develop new client relationships and deliver complex projects, identifying and pursuing new opportunities from within our market.
  • Maintaining a level of relevant US & UK tax knowledge, staying current with technical developments including changes in tax law and legislation.
  • Preparing advice for clients and internal stakeholders on the latest tax technical issues, including delivering sessions with senior management at client /knowledge sharing events.
  • Supervising, coaching and providing regular feedback to 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 space. Experience of dealing with complex tax issues facing owners, founders and executives, as well as privately or family-owned businesses is highly relevant.
  • You have strong analytical & technical skills with attention to detail to ensure accurate tax calculations and compliance.
  • You have experience in researching and preparing advice on international aspects such as residence, domicile and arriving/leaving the US and the UK.
  • You have strong organisational skills with the ability to meet several deadlines throughout the year and deliver high-quality work.
  • You must possess a CTA, ACA, ATT or Enrolled Agency Qualification (or an 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.

Private Client US/UK Financial Services Tax - Senior Associate employer: PwC UK

At PwC, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation. Our commitment to employee growth is evident through our comprehensive benefits package, which includes flexible working arrangements, private medical cover, and opportunities for volunteering. Located at the heart of a global deals business, our team thrives on tackling complex challenges while supporting each other in achieving both personal and professional milestones.

PwC UK

Contact Details:

PwC UK Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Private Client US/UK Financial Services Tax - Senior Associate

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 PwC UK, 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 Private Client US/UK Financial Services Tax - Senior Associate

US Tax Knowledge
UK Tax Knowledge
Analytical Skills
Attention to Detail
Technical Skills
Client Relationship Management
Project Management

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 PwC UK'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 PwC UK. 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 PwC UK!

How to prepare for a job interview at PwC UK

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 PwC UK.

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 PwC UK. It helps to show our commitment!