About the Role
The Private Client tax service is seeking a talented Tax Associate to join the specialist US/UK tax team. This role involves providing advice to US-connected individuals and businesses on cross-border US and UK tax issues, including compliance, pre-immigration tax planning, expatriation, and business structuring. The ideal candidate is ambitious and eager to develop their career in a growing and exciting environment.
Responsibilities
- Preparation of US & UK tax returns for a diverse portfolio of clients
- Assisting Managers with tax planning and advisory services to private clients, addressing their unique tax situation
- Building and maintaining strong client relationships through exceptional service and communication
- Staying updated on tax legislation changes in both the US and the UK
- Lending support to the Management team in continuing to build the US/UK tax team and identifying business opportunities
Requirements
- Relevant experience gained within a professional services firm
- Sound knowledge of private client tax issues with particular experience of advising US clients and non-domiciled individuals
- In-depth knowledge of US and UK individual tax laws and regulations
- Demonstrable experience of managing complex compliance issues
- Good communication skills and ability to work in a team
Skills
- US/UK tax compliance
- Pre-immigration tax planning
- Expatriation
- Business structuring
- Tax planning
- Advisory services
- Client relationship management
- Communication skills
- Teamwork
Location
- London (Gresham Street)
Work Type
- Hybrid working model (role dependent)
Experience Level
- Associate
Education Level
- US Enrolled agent (EA) (or studying towards)
- ATT (or studying towards)
Salary/Compensations
- Competitive salary
Benefits
- Private medical insurance
- Life assurance
- Pension contribution
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
- Fully funded training towards professional qualifications
- Cycle to work scheme
- Season ticket loan
- Eye care support
About the Company
- At S&W, we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that make a difference.
- As one of the UK’s top 10 fastest-growing accountancy firms, we have been a trusted partner since 1881—helping businesses and individuals meet challenges and seize opportunities across generations.
- Built on expertise and driven by ambition, we provide a comprehensive range of services, including tax and accountancy, advisory and assurance, corporate finance, and restructuring.
- We are defined by our purpose—to help navigate challenges, unlock potential, and achieve the extraordinary.
Equal Opportunity
- We are proud to value the differences that a diverse workforce brings, representative of society and our clients.
- At S&W we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation.
- It is our commitment to provide a workplace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
- We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
