Satis Tax is a boutique US/UK tax services firm working out of their Pall Mall office.
Satis is one of the few firms to be able to provide specialist wealth and tax planning advice and services to US persons living in the UK.
This is a dual handling US/UK tax role, principally based at our London office.
The role will provide an opportunity to work on a wide-ranging portfolio of clients and to have active involvement in identifying planning opportunities and providing advice.
The duties will include:
Actively managing a client portfolio to ensure US & UK personal tax compliance requirements are filed timely and accurately.
Reviewing work prepared by juniors and signing out tax returns for submission to the tax authorities.
Identifying and communicating potential risks and technical matters.
Developing junior members of the team.
Identifying business development opportunities.
Fee responsibility, managing the finance of an engagement.
The ideal candidate The ideal candidate will have the following experience and skills:
Minimum of six years of experience in US/UK private client work, with experience in dealing with High-Net-Worth (HNW) individuals.
Qualified Enrolled Agent (EA) or CPA qualified.
Qualified member of Association Tax Technicians (ATT), CTA will be beneficial but not essential.
Experience with CCH Axcess or CCH Prosystem.
Be competent with Microsoft computerised packages.
Team player with strong interpersonal skills.
Capable in balancing workload and delegating efficiently to ensure deadlines are met.
Salary will be dependent on experience.
The remuneration 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
Satis is one of the few firms to be able to provide specialist wealth and tax planning advice and services to US persons living in the UK.
This is a dual handling US/UK tax role, principally based at our London office.
The role will provide an opportunity to work on a wide-ranging portfolio of clients and to have active involvement in identifying planning opportunities and providing advice.
The duties will include:
Actively managing a client portfolio to ensure US & UK personal tax compliance requirements are filed timely and accurately.
Reviewing work prepared by juniors and signing out tax returns for submission to the tax authorities.
Identifying and communicating potential risks and technical matters.
Developing junior members of the team.
Identifying business development opportunities.
Fee responsibility, managing the finance of an engagement.
The ideal candidate The ideal candidate will have the following experience and skills:
Minimum of six years of experience in US/UK private client work, with experience in dealing with High-Net-Worth (HNW) individuals.
Qualified Enrolled Agent (EA) or CPA qualified.
Qualified member of Association Tax Technicians (ATT), CTA will be beneficial but not essential.
Experience with CCH Axcess or CCH Prosystem.
Be competent with Microsoft computerised packages.
Team player with strong interpersonal skills.
Capable in balancing workload and delegating efficiently to ensure deadlines are met.
Salary will be dependent on experience.
The remuneration 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
