At a Glance
- Tasks: Lead complex US tax advisory projects and support a growing team of specialists.
- Company: Join Sopher + Co, a trusted name in tax consultancy for over 50 years.
- Benefits: Enjoy competitive salary, private medical insurance, and generous holiday entitlement.
- Other info: Friendly, supportive team culture with excellent career development opportunities.
- Why this job: Make a real impact while working with high-profile clients across diverse industries.
- Qualifications: Strong US tax expertise and leadership skills required; 10 years experience preferred.
The predicted salary is between 80000 - 100000 £ per year.
At Sopher + Co, we've spent more than 50 years helping entrepreneurs and high-net-worth individuals navigate complex financial and commercial challenges. From tax planning and private office services to business advisory and technology, we bring everything together to make life simpler and help our clients focus on what matters most. We don't just solve problems. We build relationships, offer clarity, and give our clients the confidence to move forward. And it's our people who make that possible.
The role involves joining our specialist US/UK tax team in our Mayfair office as an experienced US Business Tax Associate Director. This is a senior, outward-facing role with real influence. Our specialist US practice provides consultancy and advisory services to individuals and businesses investing into the US, as well as US persons with interests in the UK and Europe. You'll support the leadership of the team, deliver high-quality advisory work, and help shape the continued growth of this specialist service line. You’ll play a pivotal role in both client delivery and team leadership.
Other responsibilities include, but are not limited to:
- Client Delivery & Advisory: Lead complex US tax advisory assignments, including cross-border structuring, US expansion, treaty claims, and US entrepreneurs relocating to the UK. Oversee the preparation and review of US business tax returns (Forms 1120, 1120-F, 1120-S, and 1065) and complementary non-US entity forms (Forms 5471, 8858, and 8865), ensuring accuracy, quality and timely delivery. Manage enquiries and correspondence with the IRS, including involvement in more complex or technically challenging cases. Conduct high-level technical research and provide clear, practical recommendations to clients.
- Leadership & Team Development: Support the Partner in managing a growing team of US specialists. Provide day-to-day guidance, coaching, and technical training to junior staff. Delegate effectively, monitor progress, and help the team meet internal and external deadlines. Contribute to creating a high-performance culture that reflects Sopher + Co's commitment to excellence and client care.
- Commercial & Operational Management: Assist in managing group financial performance including WIP oversight, billing, cash collection and preparing fee quotes for existing and new work. Support business development activities, including attending marketing events, contributing to thought leadership, and developing your internal and external network. Uphold compliance with internal policies, professional standards, confidentiality requirements and health & safety obligations.
What you’ll bring:
- Strong US tax technical expertise, supported by relevant post-graduate or professional qualifications (CPA, EA or JD).
- Significant experience in US business taxation — ideally around 10 years — with the credibility to advise inbound and outbound clients, and some experience advising within the UK.
- Solid grounding in cross-border US tax issues, including Subpart F, GILTI, treaty relief, and FIRPTA.
- Excellent communication skills, with the ability to build trusted relationships with clients, colleagues, and external advisers.
- Strong leadership capability, ideally with experience supervising or mentoring staff.
- Confident time-management and organisational skills, with the ability to juggle multiple deadlines.
- Competence with accounting and tax software; experience with CCH and Virtual Cabinet is highly advantageous.
- High levels of discretion when working with sensitive client information.
What you’ll get in return:
We offer a competitive salary and a comprehensive benefits package, designed to support your health, wellbeing, financial security and career development. Our benefits include (some available from day one, others after probation or length of service):
- Private Medical Insurance
- Life assurance (Death in Service)
- Group Income Protection (GIP)
- Employee Assistance Programme and 24/7 Digital GP access
- Reward Gateway (employee discounts and cashback)
- Generous holiday entitlement, with the option to buy and sell leave
- Enhanced family-friendly policies
- Ongoing training and development opportunities
- Fully funded training packages with a generous exam reward structure
- Recognition and long-service milestones
- Cycle to Work scheme
- Discounted wills and LPAs
- Social committee and regular social events
- Fresh fruit in the office
Just as important is the environment. We're a friendly, supportive team where people enjoy working together and take pride in what they do. You’ll have the opportunity to work with a well-known client base across a wide range of industries, gaining exposure that is genuinely unique and difficult to find elsewhere in a firm of our size.
Our commitment: Sopher + Co strongly believe in staff development and continuously encourage internal progression, supporting you to grow your career within the firm. We are committed to equality of opportunity in employment and expect all employees to act in accordance with this principle, recognising its importance to the success of our business.
US Tax Associate Director employer: Sopher + Co
At Sopher + Co, we pride ourselves on being an exceptional employer, offering a vibrant work culture in the heart of Mayfair. Our commitment to employee growth is evident through comprehensive training programmes and a supportive environment that fosters collaboration and innovation. With competitive benefits and a focus on work-life balance, we empower our team to thrive while delivering outstanding service to a prestigious client base across diverse sectors.
StudySmarter Expert Advice🤫
We think this is how you could land US Tax Associate Director
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to current employees at Sopher + Co. Building relationships can open doors that applications alone can't.
✨Tip Number 2
Prepare for interviews by researching Sopher + Co’s values and recent projects. Show us you understand our approach to simplifying complex issues and how you can contribute to our mission. Tailor your responses to reflect our commitment to client care and teamwork.
✨Tip Number 3
Practice your pitch! Be ready to explain your experience in US business taxation clearly and confidently. We want to see how you can make complex tax matters easy to understand for clients, so keep it straightforward and relatable.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It’s also a great chance to reiterate why you’re a perfect fit for the team at Sopher + Co.
We think you need these skills to ace US Tax Associate Director
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the US Tax Associate Director role. Highlight your relevant experience in US business taxation and any leadership roles you've held. We want to see how you can bring your unique skills to our team!
Showcase Your Communication Skills:Since this role involves client delivery and advisory, it's crucial to demonstrate your ability to communicate complex tax matters clearly. Use straightforward language in your application to reflect how you simplify complex issues for clients.
Highlight Your Technical Expertise:Don’t forget to emphasise your strong US tax technical expertise and any relevant qualifications like CPA or EA. We’re looking for someone who can confidently advise on cross-border tax issues, so make sure this shines through in your application.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen on joining our team at Sopher + Co!
How to prepare for a job interview at Sopher + Co
✨Know Your Tax Stuff
Make sure you brush up on your US tax knowledge, especially around business taxation and cross-border issues. Be ready to discuss specific cases or scenarios where you've successfully navigated complex tax situations, as this will show your expertise and confidence.
✨Showcase Your Leadership Skills
Since this role involves team leadership, think of examples where you've guided or mentored others. Prepare to discuss how you foster a high-performance culture and support your team in achieving their goals, as this will highlight your capability to lead effectively.
✨Communicate Clearly
Practice explaining complex tax concepts in simple terms. The interviewers will be looking for your ability to build trust with clients by making things easy to understand. Use clear, professional language and avoid jargon to demonstrate your communication skills.
✨Be Proactive and Organised
Prepare to discuss how you manage your workload and prioritise tasks. Share specific strategies you use to stay organised, especially when juggling multiple deadlines. This will show that you're proactive and can handle the demands of a senior role.
