Full job descriptionOverviewA specialist US & UK tax advisory firm is seeking an experienced Assistant Tax Manager to join its growing team in London. This is an excellent opportunity for a tax professional with US and UK private client experience to manage a diverse portfolio, work with high-net-worth individuals, and develop their expertise in cross-border taxation.
The successful candidate will play a key role in delivering accurate compliance services, identifying tax planning opportunities, and building strong client relationships across both US and UK tax jurisdictions.
Key Responsibilities:*Actively managing a client portfolio to ensure US and UK personal tax compliance requirements are filed timely and accurately. This includes requesting information to prepare US/UK returns.
*Reviewing tax returns and work of junior members of staff.
*Building and maintaining good relationships with clients and identify opportunities for business development.
*Identifying and communicating potential risks and technical matters to senior members of the team.
*Managing the finance of an engagement, including monitoring budgets.
Qualifications & 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.
*Work well in a team and have good interpersonal skills.
Benefits
*Salary Sacrifice Pension Scheme all staff are auto enrolled. (Employer: 5%; Employee: 3%) subject to eligibility.
*Annual Christmas Bonus equivalent to 1 week’s salary.
*Discretionary annual Summer Bonus.
*Private Medical Insurance following completion of a 3-month probationary period (this is a taxable benefit).
*Group Income Protection Scheme (non-contributory) following completion of a 3-month probationary period.
*Annual Leave will be 25 days per annum (pro-rata), 3 days are normally taken at Christmas/New Year.
*Flexible hours of work
*Payment of one professional subscription per annum.
If you are interested in a conversation to explore further, we’d love to hear from you.