Tax Director - UK/US Private Client Taxation at Hoxton Wealth | GB | Rezi

Tax Director - UK/US Private Client Taxation at Hoxton Wealth

Tax Director - UK/US Private Client Taxation

Hoxton Wealth · GB

1 months ago

Tax Director - UK/US Private Client Taxation

Hoxton Wealth · GB

a month ago
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About the Role

Hoxton Tax is establishing a dedicated UK/US private client tax offering and seeks an experienced Tax Director to lead and develop this new service line. This leadership role involves technical expertise, client management, team development, and business growth, focusing on high-net-worth individuals, families, and internationally mobile clients with UK and US tax obligations.

Responsibilities

  • Act as a trusted adviser to high-net-worth individuals, families, trustees, and internationally mobile clients with UK and US tax considerations.
  • Provide integrated UK and US tax advice across a broad range of private client matters.
  • Lead and review complex advisory and compliance engagements, ensuring technical accuracy, consistency, and effective risk management.
  • Identify differences in the UK and US treatment of assets, structures, and transactions and provide clients with clear, practical advice.
  • Monitor UK and US legislative and regulatory developments and proactively identify implications and planning opportunities.
  • Establish and maintain appropriate technical standards and risk management procedures for the new UK/US offering.
  • Build, lead and manage a portfolio of UK/US private clients and trusts, taking overall responsibility for the quality and delivery of their tax affairs.
  • Oversee the preparation, review, and filing of UK and US individual and trust tax returns, disclosures, and associated reporting.
  • Ensure compliance work is technically accurate, appropriately reviewed, and completed in accordance with relevant filing and payment deadlines.
  • Manage complex cases involving tax obligations and reporting requirements in both jurisdictions.
  • Take a leading role in designing and establishing Hoxton Tax's UK/US private client service offering.
  • Help define the scope of services, technical standards, processes, workflows, and quality controls required to deliver UK/US work effectively.
  • Work with the Head of Tax to develop the commercial strategy for the UK/US offering.
  • Identify opportunities within the existing Hoxton Wealth and Hoxton Tax client base.
  • Help determine the future resource and recruitment requirements of the UK/US team as the service grows.
  • Recruit, develop, and lead additional UK/US tax professionals as the client base expands.
  • Support the development of systems and technology to enable efficient delivery of UK and US compliance services.
  • Help establish Hoxton Tax as a recognised provider of high-quality UK/US private client tax advice.
  • Build and maintain long-term relationships with high-net-worth individuals, families, trustees, and their wider professional adviser networks.
  • Act as the primary point of contact for strategic UK/US tax matters.
  • Explain complex cross-border tax issues clearly and practically.
  • Develop a deep understanding of clients' wider financial and family circumstances.
  • Identify advisory opportunities arising from changes in clients' residence, investments, retirement arrangements, family circumstances, or estate planning.
  • Play a leading role in establishing and growing Hoxton Tax's UK/US private client practice.
  • Develop UK/US opportunities within the existing Hoxton Wealth and Hoxton Tax client base.
  • Build external referral relationships with lawyers, trustees, accountants, wealth managers, and other professional advisers.
  • Participate in proposals, pitches, and new client meetings for UK/US engagements.
  • Work closely with the Hoxton Wealth team to identify clients who would benefit from integrated UK/US tax and wealth planning.
  • Contribute to thought leadership, technical articles, webinars, events, and other initiatives designed to build the profile of the UK/US offering.
  • Develop new client and professional referral relationships in both the UK and US.
  • Contribute to the strategic and commercial development of Hoxton Tax's wider international private client practice.
  • Build and lead the UK/US tax team as the service develops.
  • Lead, mentor, and develop tax professionals working on UK/US private client matters.
  • Provide technical guidance and oversight on complex UK and US tax issues.
  • Support team development through coaching, training, and performance management.
  • Develop processes, technical standards, and quality controls for the delivery of UK/US tax work.
  • Foster a collaborative, high-performing culture focused on technical quality, commercial awareness, and exceptional client service.
  • Work collaboratively with colleagues across Hoxton Tax and Hoxton Wealth to develop a genuinely integrated approach to international private client advice.

Requirements

  • Enrolled Agent (EA) or Certified Public Accountant (CPA).
  • Association of Taxation Technicians (ATT) or Chartered Tax Adviser (CTA).
  • Significant experience advising high-net-worth individuals and internationally mobile clients on UK/US cross-border tax matters.
  • Strong technical knowledge of both UK and US individual taxation.
  • Substantial experience delivering both UK and US tax compliance and advisory services.
  • Experience advising on the interaction between the UK and US tax systems, including treaty matters, double taxation relief, foreign tax credits, and cross-border reporting.
  • Strong experience advising on trusts and the UK/US tax issues arising for settlors, trustees, and beneficiaries.
  • Experience advising on complex cross-border investment, pension, estate, and succession matters.
  • Experience operating at Director, Associate Director, Associate Partner, or equivalent senior level.
  • Proven ability to manage complex client relationships and provide commercially focused advice.
  • Strong technical judgement and risk awareness.
  • The ability and appetite to help build and develop a new service offering rather than simply manage an established portfolio.
  • Significant exposure to complex international trust and estate matters, including the interaction between UK inheritance tax and US estate and gift tax.
  • Experience working closely with wealth management, financial planning, or investment advisory businesses.
  • Demonstrable business development capability and/or an established professional referral network.
  • Previous experience establishing, developing, or significantly growing a UK/US private client tax offering.
  • Commercial, pragmatic, and solutions-focused.
  • Technically strong, with the confidence to exercise judgement on complex cross-border matters.
  • Entrepreneurial, with the appetite to build and develop a new area of the business.
  • An excellent communicator, able to translate complex UK and US tax rules into clear, practical advice.
  • Client-focused and relationship-driven.
  • Collaborative, with a genuine interest in working alongside tax, wealth, and other professional advisers.
  • A strong leader with an interest in mentoring and developing people.
  • Ambitious and motivated by the opportunity to shape and grow a new service line.
  • Comfortable working in a developing environment and taking ownership for turning an opportunity into an established and successful practice.

Skills

  • UK and US individual income taxation and reporting
  • UK and US tax residence and cross-border residence issues
  • UK/US Double Taxation Agreement interpretation
  • Double taxation relief and foreign tax credits
  • US federal and state tax considerations
  • US foreign asset and information reporting (FBAR)
  • Taxation of investment income and capital gains
  • UK and US pensions and retirement arrangements
  • Trust taxation and reporting (UK and US)
  • UK trusts with US settlors, trustees, or beneficiaries
  • US trusts and their treatment for UK tax purposes
  • UK inheritance tax and US estate and gift tax
  • Lifetime gifting, succession, and estate planning
  • Pre-arrival and departure planning for individuals moving between the UK and US
  • Interaction between tax and wider wealth planning for internationally mobile individuals and families
  • Technical leadership
  • Client advisory
  • Compliance and portfolio management
  • Risk management
  • Business development
  • Team leadership
  • Mentoring
  • Relationship management

Location

  • UK
  • US

Work Type

  • Full-time

Experience Level

  • Director
  • Associate Director
  • Associate Partner
  • Senior level

Education Level

  • Enrolled Agent (EA)
  • Certified Public Accountant (CPA)
  • Association of Taxation Technicians (ATT)
  • Chartered Tax Adviser (CTA)

Benefits

  • Competitive remuneration and benefits package
  • Flexible working
  • Supportive, collaborative culture

About the Company

  • Hoxton Tax is the Tax division of Hoxton Wealth, providing specialist advice to high-net-worth individuals, internationally mobile clients, families, and their Trusts.
  • Technology is a key pillar of Hoxton Tax's future-focused approach, investing in modern systems, data-driven processes, and the responsible use of AI.
  • We are building a firm that is practical, client-led, and forward-thinking.
  • As part of the next stage of Hoxton Tax's growth, we are now looking to establish a dedicated UK/US private client tax offering.
  • Joining Hoxton Tax at this stage provides an opportunity not simply to join an established practice, but to help shape and build a new service line within a growing international tax business.