Full job descriptionJob Title: US/UK Tax Assistant Manager (Private Client Tax)
Location: City of London - hybrid working model
Salary: £45,000 - £55,000 (DOE) + benefits package


The Role:
I am recruiting for a US/UK Tax Assistant Manager to join my clients US private client tax team.
The successful candidate would have a drive for finding practical solutions, an ability to collaborate and the initiative and resilience to persevere with challenging work. This role will provide Tax compliance and advisory services to a wide range of clients. The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients.
You will also provide assistance to Director/Principals/Partners in both client work and in the management of the group and on occasions the practice. A key part of the role requires the individual to actively seek, and keep the Partner informed about, any new business opportunities arising on existing and new clients.
Day-to-day responsibilities:
*Experience in providing compliance and some advisory service to a portfolio of clients
*Day to day contact for a portfolio of private clients, high net worth individuals, entrepreneurs, non-domiciled individuals
*Reviewing forms , & 8858 informational reporting
*Assist with preparation of more complex US/UK tax forms where required
*Passive Foreign Investment Company (PFIC) reporting
*Foreign Trust reporting
*Foreign tax credit planning and year end planning
*UK Non-Domiciled individual planning
*Monthly billing reviews for your portfolio of clients
*Supervision of Tax associates, reviewing work and providing training to our off-site tax preparers
*Support Manager, Directors and Partners with advisory projects and new business leads
*Pays attention to self-development and continuing professional education with a view to progressing within practice
*Develops professional relationships with clients and within the Firm and adapts the approach for the relevant audience
*Understands potential risks to the Firm in relation to the Firm’s quality control procedures and raising to the appropriate person
*Get involved in special assignments on an ad hoc basis
*Challenge current practice - driving improvements and championing change
*Take personal responsibility for own decisions and actions and those of others
*Lead projects of limited scale or complexity
Requirements
*US Enrolled Agent (EA) and ATT qualifications required as a minimum
*3 years’ experience in US/UK tax
*Private client focus
*Experience of dealing with client senior management
*Educated to degree level and/or CTA and/or ACA qualified or equivalent
*Demonstrable post qualified experience