About the Role
Our Private Client US/UK team helps clients navigate the complex landscape of US and UK taxation and manage international tax environments. This role offers the opportunity to advise clients on their US and UK tax affairs, acting as a trusted advisor for financial and tax decisions. We are seeking a Senior Manager to help individuals understand tax rights in various scenarios and advise on the tax implications of fund movements.
Responsibilities
- Manage a diverse portfolio of client engagements.
- Delegate responsibility to junior staff.
- Consult Directors & Partners where applicable.
- Work closely with experienced Private Client Partners and Directors.
- Help develop new client relationships.
- Deliver complex projects.
- Identify and pursue new opportunities within the market.
- Balance leadership responsibilities with client and firm needs.
- Maintain expert US & UK tax knowledge.
- Stay current with technical developments and changes in tax law.
Requirements
- Possess relevant, detailed, and up-to-date US and UK tax knowledge in the personal tax industry.
- Experience dealing with complex tax issues for owners, founders, executives, and privately or family-owned businesses.
- Excellent project management skills, including managing multiple demanding client projects.
- Resilience and ability to plan workload for self and others.
- Experience advising on international aspects such as residence, domicile, and arriving/leaving the US and UK.
- Strong organizational skills with the ability to meet deadlines and deliver high-quality work.
- Must be an Enrolled Agent.
- Must possess one of the following qualifications: ACA, CTA, or ATT (or international equivalent).
Skills
- US and UK tax knowledge
- Personal tax industry knowledge
- Complex tax issue resolution
- Project management
- Client relationship development
- International tax advising (residence, domicile)
- Organizational skills
- Deadline management
Location
- US/UK
Work Type
- Hybrid (office, home, client site)
Experience Level
- Senior Manager
Education Level
- Enrolled Agent
- ACA
- CTA
- ATT
- International equivalent
Benefits
- Empowered flexibility
- Hybrid working week (office, home, client site)
- Private medical cover
- 24/7 access to a qualified virtual GP
- Six volunteering days per year
