Bring your dual-qualified expertise to a genuinely international book of work
For a Manager (or near-Manager) with US/UK trust and estate expertise, this role offers something not every firm can: a proper cross-border client base, a team that lives and breathes transatlantic tax, and a clear, personalised route toward Director or Partner.
Why this firm
This is a top 20 UK accountancy and advisory firm with a long-established international outlook and membership of a global network of independent firms, giving genuinely global reach and connections for cross-border work. It has grown steadily in recent years through acquisition and investment, while staying independently branded and culturally distinct. Structured, year-round CPD support is built in, alongside mentorship from senior leadership to develop your softer skills, such as client handling and staff management, and personal coaching tailored to your own ambitions, including a defined path toward Director or Partner if that's where you want to go. The firm has picked up multiple industry awards in recent years for both technical excellence and workplace culture, and staff satisfaction, independently measured, sits comfortably above the industry benchmark.
About the role
Within the Trust and Family Wealth team, you'll manage a client portfolio of US-connected individuals with income and assets held across trusts and estates, advising with the sensitivity and technical precision that dual-jurisdiction work demands. You'll also take on line management responsibility, helping shape and develop junior members of the team.
Responsibilities include:
- Managing a comprehensive portfolio of US-connected private clients
- Providing line management and day-to-day development to junior staff
- Advising on income and assets held in trusts and estates for US-connected individuals
- Contributing to department work planning, appraisals and team development
- Playing an active role in the operational success of the wider team
About you
- Dual qualification essential: EA / ATT / CTA / STEP (exceptional candidates qualified in either the US or UK alone may be considered)
- Operating at, or close to, Manager level already
- Strong foundation in US/UK trust and estate tax concepts
- Excellent client handling skills; you'll be a primary point of contact for a demanding, detail-oriented client base
