About the Role
Manage a complex client portfolio, advise clients on their tax affairs, and help build a growing US tax practice within a Big Four firm. Combine technical leadership, client management, people leadership, and business development. Develop trusted relationships with third parties and support client onboarding.
Responsibilities
- Contribute to business development and the continued growth of the US tax practice.
- Lead on tax advisory projects and the tax compliance process.
- Maintain quality standards and manage risk while delivering excellent client service.
- Manage a complex client portfolio and provide clear, tailored advice on US and UK tax matters.
- Lead client engagement and onboarding, build long-term relationships, and ensure deadlines are met.
- Manage, coach, and develop team members.
- Delegate work effectively, review outputs, and provide constructive feedback.
- Collaborate with specialists across the firm on various tax areas.
- Lead scoping, quotations, and final billing decisions.
- Support prompt payment and effective financial management.
Requirements
- Experience managing complex client portfolios and delivering high-quality tax advice.
- Strong knowledge of US tax compliance, including reviewing and signing US tax returns.
- Working knowledge of relevant tax areas, such as CFCs, PFICs, estate and gift tax, inheritance tax, and cross-border interactions.
- Experience leading, coaching, and developing colleagues while managing team priorities.
- Excellent written and verbal communication skills.
- Commercial judgment and relationship-building skills.
Skills
- Technical leadership
- Client management
- People leadership
- Business development
- US tax compliance
- US and UK tax matters
- CFCs
- PFICs
- Estate and gift tax
- Inheritance tax
- Cross-border interactions
- Coaching
- Team development
- Effective delegation
- Constructive feedback
- Collaboration
- Scoping
- Quotation
- Financial management
- Written communication
- Verbal communication
- Commercial judgment
- Relationship-building
- Client needs identification
- Tailored solutions
Education Level
- Enrolled Agent (EA) and/or Certified Public Accountant (CPA) qualification essential.
- Association of Taxation Technicians (ATT) and/or Chartered Tax Adviser (CTA) qualification desirable.
About the Company
- A Big Four firm.
