US Assistant Tax Manager

US & UK Assistant Tax Manager
US & UK Assistant Tax Manager | London | Permanent role | Hybrid

We are recruiting on behalf of a boutique US/UK tax advisory firm based in London’s Pall Mall. The firm is highly regarded for its specialist expertise and is one of the few practices able to provide comprehensive wealth and tax planning advice to US persons living in the UK.

This is an excellent opportunity for an experienced US/UK private client tax professional to take on a key role within a growing and collaborative team, working with a high-quality international client base.

Key Responsibilities
- Actively managing a portfolio of clients, ensuring US and UK personal tax compliance obligations are met accurately and within deadlines.
- Coordinating and requesting client information required to prepare US and UK tax returns.
- Reviewing tax returns and supporting work prepared by junior members of the team, providing guidance and feedback where appropriate.
- Building and maintaining strong client relationships, acting as a trusted point of contact and identifying opportunities for additional services and business development.
- Identifying technical issues, risks and planning considerations, and clearly communicating these to senior team members.
- Managing the financial aspects of client engagements, including monitoring budgets and fee recovery.
 
Skills & Experience
- A minimum of 4+ years’ experience in US/UK private client tax, ideally gained within a professional services environment.
- Experience working with High-Net-Worth Individuals, including private equity executives and business owner clients.
- Qualified member of the Association of Taxation Technicians (ATT) and Enrolled Agent (EA) status.
- Hands-on experience using CCH Axcess or CCH Pro System for the preparation of US tax returns.
- Proven ability to proactively manage a client portfolio while working closely with both senior and junior colleagues.
- Strong IT skills, with confidence using Microsoft Office and tax software packages.
- Well organised, with the ability to prioritise workloads and meet tight and competing deadlines.
- A strong team player with excellent interpersonal and communication skills.
 
Benefits
- 25 days’ annual leave per annum.
- Discretionary annual Summer Bonus.
- Annual Christmas bonus equivalent to one week’s salary.
- Salary Sacrifice Pension Scheme, with auto-enrolment subject to eligibility (Employer contribution: 5%; Employee contribution: 3%).
- Private Medical Insurance following completion of three months’ service.
- Death in Service cover at four times annual salary.

If you are interested in this role and are looking to develop your career within a specialist, boutique advisory firm, we would be delighted to hear from you. Please apply with your CV, and a member of our recruitment team will contact you to discuss the role in confidence