US Assistant Tax Manager – US Private Client | Boutique Firm

US & UK Assistant Tax Manager – US/UK Private Client – London

• Location

  London

• Sector

  Tax Compliance, International Tax, Personal Tax, Private Client Tax

• Contract Type

  Permanent

• Salary

  Competitive

• Contact

  David Elliot

• Contact email

• Contact phone

• Published

  1 day ago

• Expiry date

• Startdate

  :00:00

• Consultant

  David Elliot

US & UK Assistant Tax Manager – US/UK Private Client – London (Pall Mall) | Boutique Firm | Flexible Working

My client is a highly regarded boutique US/UK tax services firm based in Pall Mall, London, specialising in supporting Americans living in the UK. The firm is one of the few in the market able to provide specialist cross-border tax compliance and wealth planning services to a high-end private client base.

They are looking to recruit a US & UK Assistant Tax Manager to join their growing team. This is an exciting opportunity for a cross-border private client tax professional to step into a role with meaningful client ownership, strong technical exposure, and clear development opportunities within a specialist boutique environment.

• As US & UK Assistant Tax Manager, you will:
• Actively manage a portfolio of clients to ensure US & UK personal tax compliance requirements are completed timely and accurately
• Build and maintain strong relationships with clients and identify opportunities for business development
• Review tax returns and technical work completed by junior team members
• Identify potential risks and technical matters and communicate these clearly to senior colleagues
• Manage engagement finance, including monitoring budgets and ensuring work is delivered efficiently
• Technical Exposure
• You will gain exposure to areas including:
• US/UK personal tax compliance (dual filing requirements)
• High-net-worth cross-border private client matters
• Complex client scenarios involving internationally mobile individuals
• Advisory-driven interaction alongside compliance work
• Portfolio management in a specialist boutique environment

• The successful candidate will be able to demonstrate:
• 4+ years’ tax experience in US/UK Private Client Tax
• Experience dealing with High-Net-Worth individuals, private equity executives, and business owner clients
• ATT qualified and Enrolled Agent (EA) qualified
• Familiarity with CCH Axcess and/or CCH Pro System for US tax return preparation
• Ability to proactively manage and develop their client portfolio while working closely with senior and junior members of the team
• Strong IT competency and familiarity with Microsoft packages
• Excellent organisation skills, ability to prioritise and meet tight deadlines
• Strong interpersonal skills and the ability to work effectively within a close-knit team

• This firm offers an excellent benefits package and a genuinely supportive boutique environment, including:
• 25 days annual leave
• Discretionary Summer bonus
• Christmas bonus equivalent to 1 week’s salary
• Salary Sacrifice Pension Scheme (auto-enrolment):
• Employer:
  
  5%
• Employee: 3% (subject to eligibility)
• Private Medical Insurance (after 3 months’ service)
• Death in Service cover (4x salary)
• Group Income Protection Scheme (non-contributory, after 3 months’ service)
• Recruitment bounty
• Flexible hours of work
• Payment of one professional subscription per annum
• Salary dependent on experience

For further information on this role please contact David Elliot at Clark Wood –

/ DD: | Mobile:

This role is ideal for candidates with relevant experience in a UK accountancy practice. Unfortunately, we are unable to offer visa sponsorship for this position.

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