At a Glance
- Tasks: Manage a diverse client portfolio and ensure timely tax compliance for US & UK clients.
- Company: Satis Tax, a boutique firm specialising in US/UK tax services.
- Benefits: Generous annual leave, bonuses, private medical insurance, and flexible working hours.
- Other info: Opportunities for professional development and career growth in a supportive environment.
- Why this job: Join a dynamic team and make a real impact on high-net-worth clients' tax planning.
- Qualifications: 6+ years in US/UK tax, EA or CPA qualified, strong interpersonal skills.
The predicted salary is between 60000 - 80000 € per year.
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 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.
- Payment of one professional subscription per annum.
US & UK Tax Manager employer: Satis Tax Limited
Satis Tax is an exceptional employer, offering a dynamic work environment in the heart of London, where you can thrive as a US & UK Tax Manager. With a strong focus on employee development, competitive benefits including generous annual leave, bonuses, and a supportive team culture, Satis Tax empowers its staff to excel in their careers while providing specialist tax services to a diverse portfolio of high-net-worth clients. Join us to make a meaningful impact in the world of tax planning and compliance, all while enjoying the unique advantages of working in a boutique firm that values your contributions.
StudySmarter Expert Advice🤫
We think this is how you could land US & UK 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 US/UK tax knowledge. Be ready to discuss specific cases or scenarios you've handled, especially with High-Net-Worth clients. Show us you know your stuff!
✨Tip Number 3
Don’t forget to highlight your team player skills! At Satis Tax, we value collaboration, so share examples of how you've developed junior team members or worked together to meet tight deadlines.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows us you're genuinely interested in joining our team at Satis Tax.
We think you need these skills to ace US & UK Tax Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences mentioned in the job description. Highlight your US/UK tax experience and any work with High-Net-Worth individuals to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role and how your background aligns with our needs at Satis Tax. Be genuine and let your personality come through.
Showcase Your Team Spirit:We love team players! In your application, mention any experiences where you've successfully collaborated with others or developed junior team members. This will show us you’re not just about individual success but also about lifting others up.
Apply Through Our Website:To make sure your application gets to us directly, apply through our website. It’s the best way to ensure we see your application and can consider you for this exciting opportunity!
How to prepare for a job interview at Satis Tax Limited
✨Know Your Tax Stuff
Make sure you brush up on both US and UK tax regulations, especially those that pertain to High-Net-Worth individuals. Being able to discuss specific compliance requirements and planning opportunities will show that you're not just familiar with the basics but are ready to dive into the complexities of the role.
✨Showcase Your Experience
Prepare to talk about your previous roles in US/UK private client work. Highlight any specific cases where you managed a client portfolio or identified planning opportunities. This is your chance to demonstrate how your six years of experience can directly benefit Satis Tax.
✨Demonstrate Team Leadership
Since the role involves developing junior team members, think of examples where you've successfully mentored or led a team. Be ready to discuss your approach to delegation and how you ensure deadlines are met while maintaining quality.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm’s approach to tax planning and client management. This shows your genuine interest in the role and helps you gauge if Satis Tax is the right fit for you. Plus, it gives you a chance to engage with the interviewers on a deeper level.
