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About the Role

This role involves managing a client portfolio, ensuring efficient assignment execution, and providing technical guidance on US tax legislation. You will also mentor junior staff, oversee work quality, and contribute to team growth.

Responsibilities

• Manage a portfolio of up to 100 clients, delegating responsibility and consulting Directors.
• Organize and execute assignments efficiently according to firm standards, ensuring completion before Partner/Director review.
• Demonstrate up-to-date knowledge of US tax legislation and procedures.
• Provide technical guidance to staff and resolve major technical problems for clients.
• Contribute technical ideas to the team's Partner/Director and write technical notices.
• Support team growth by assisting in client pitch presentations.
• Mentor junior team members, monitor their work, and help resolve issues.
• Take responsibility for the quality of work prepared by junior team members and maintain service standards.

Requirements

• Dual handler (Enrolled Agent/ATT) qualifications.
• Experience preparing, reviewing, and filing UK and US tax returns.
• Demonstrated management skills, including coaching and mentoring.
• Proficiency with MS Office suite and UK/US tax software.
• Willingness and ability to share knowledge and best practices.
• Enthusiastic, approachable, and proactive.
• Strive to provide exceptional service and trust.

Skills

• US tax legislation
• UK tax legislation
• Tax return preparation
• Tax return review
• Tax return filing
• Client management
• Staff delegation
• Technical guidance
• Problem resolution
• Mentoring
• Work quality assurance
• Client pitch presentations
• MS Office suite
• UK tax software
• US tax software

Education Level

• Dual handler (Enrolled Agent/ATT) qualifications