At a Glance
- Tasks: Manage client portfolios and ensure timely tax compliance for US and UK clients.
- Company: Satis Tax, a boutique firm specialising in US/UK tax services.
- Benefits: 25 days annual leave, bonuses, private medical insurance, and flexible hours.
- Other info: Great career growth opportunities in a supportive environment.
- Why this job: Join a dynamic team and make a real impact in tax planning 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 be able 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 in 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.
- Payment of one professional subscription per annum.
US & UK Assistant Tax Manager 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, competitive benefits including generous annual leave, bonuses, and comprehensive health coverage, making it an ideal place for tax professionals to thrive while serving a unique clientele of Americans in the UK.
StudySmarter Expert Advice🤫
We think this is how you could land US & UK Assistant Tax Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax industry, especially those who might know someone at Satis Tax. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of US and UK tax compliance. We want you to show off your expertise and how you can manage client portfolios effectively!
✨Tip Number 3
Show your personality! Satis Tax values good relationships with clients, so let your interpersonal skills shine during interviews. Be genuine and relatable – it goes a long way.
✨Tip Number 4
Don’t forget to 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 that extra step.
We think you need these skills to ace US & UK Assistant Tax Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Assistant Tax Manager role. Highlight your relevant tax experience, especially with US/UK private clients, and don’t forget to mention any qualifications like ATT or EA. We want to see how you fit 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 services and how your skills align with what we’re looking for. Be sure to mention your experience with high-net-worth clients and your ability to manage a client portfolio.
Showcase Your Interpersonal Skills:Since building relationships with clients is key, make sure to highlight your interpersonal skills in your application. Share examples of how you've successfully managed client relationships or identified business development opportunities 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 get all the latest updates from us. Plus, it shows you’re keen on joining our team at Satis Tax!
How to prepare for a job interview at Satis Tax Limited
✨Know Your Tax Stuff
Make sure you brush up on your US and UK tax regulations, especially those relevant to high-net-worth clients. Being able to discuss specific tax compliance requirements confidently will show that you're the right fit for Satis Tax.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client portfolios in the past. Highlight any experiences where you built strong relationships or identified business development opportunities, as this is key for the role.
✨Be Ready to Discuss Team Dynamics
Since you'll be working closely with both senior and junior team members, think about how you've collaborated in previous roles. Share instances where you’ve reviewed work or communicated risks effectively to demonstrate your teamwork skills.
✨Familiarise Yourself with Relevant Software
If you have experience with CCH Axcess or CCH Prosystem, make sure to mention it! If not, do a bit of research on these tools so you can speak knowledgeably about them during the interview.
