At a Glance
- Tasks: Manage client portfolios and ensure timely tax compliance for US and UK clients.
- Company: Boutique tax firm in London specialising in wealth and tax planning.
- Benefits: 25 days annual leave, bonuses, pension scheme, and private medical insurance.
- Other info: Flexible working hours and excellent career development opportunities.
- Why this job: Join a dynamic team and make a real impact in tax services for high-net-worth clients.
- Qualifications: 4+ years of US/UK tax experience and ATT qualification required.
The predicted salary is between 50000 - 60000 £ per year.
Satis Tax is a boutique US/UK tax services firm with 8-10 employees working out of their Pall Mall office. Satis is one of the few firms to provide specialist wealth and tax planning advice and services to Americans living in the UK. This is a tax role, principally based at our London office.
The duties will include:
- Actively managing a client portfolio to ensure US and UK personal tax compliance requirements are filed timely and accurately.
- Building and maintaining good relationships with clients and identifying opportunities for business development.
- Reviewing tax returns and work of junior members of staff.
- Identifying and communicating potential risks and technical matters to senior members of the team.
- Managing the finance of an engagement, including monitoring budgets.
The ideal candidate will have the following skills:
- 4 Years + tax experience in US/UK Private Client tax, preferably with experience in dealing with High-Net-Worth clients, private equity executives and business owner clients.
- Is a qualified member of ATT and is an Enrolled Agent (EA).
- Has experience with CCH Axcess or CCH Prosystem for the preparation of US tax returns.
- Capable of proactively managing their client portfolio whilst working closely with senior and junior members of the team.
- Be IT competent and familiar with Microsoft computerised packages.
- The ability to organise, prioritise and work to meet tight deadlines.
- Work well in a team and have good interpersonal skills.
Remuneration will be dependent on experience. The package will include:
- Annual Leave will be 25 days per annum.
- Discretionary annual Summer Bonus.
- Annual Christmas Bonus equivalent to 1 week’s salary.
- Salary Sacrifice Pension Scheme all staff are auto enrolled (Employer: 5%; Employee: 3%) subject to eligibility.
- Private Medical Insurance following completion of 3 months service.
- Death in Service scheme cover (4x salary).
- Group Income Protection Scheme (non-contributory) following completion of 3 months service.
- Recruitment bounty.
- Flexible hours of work.
US & UK Assistant Tax Manager in London employer: Satis Tax Limited
Satis Tax is an exceptional employer, offering a supportive and collaborative work culture in the heart of London. With a focus on employee growth, we provide opportunities for professional development and a competitive benefits package, including generous annual leave, bonuses, and comprehensive health insurance. Join our dedicated team and make a meaningful impact while enjoying the unique advantages of working in a boutique firm that values its employees and their contributions.
StudySmarter Expert Advice🤫
We think this is how you could land US & UK Assistant Tax Manager in London
✨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 Satis Tax Limited, 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 US & UK Assistant Tax Manager in London
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 Satis Tax Limited'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 Satis Tax Limited. 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 Satis Tax Limited!
How to prepare for a job interview at Satis Tax Limited
✨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 Satis Tax Limited.
✨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 Satis Tax Limited. It helps to show our commitment!
