US Tax Director - Trust and Estate Specialist

Responsibilities

• Signing out tax Forms 1040, 1040NR, 3520’s etc
• Leading client relationships with a proactive advisory approach and a strong, adaptable manner to suit an eclectic and demanding client base
• A reputation in the marketplace and familiarity working in conjunction with lawyers, wealth advisers and other professionals that support UHNW individuals with US aspects to their lives
• In depth experience working with families on dual US/UK succession planning, including advising on trusts, alternate structuring, and estates
• Wide experiences with the use of the UK/US treaty in detail
• Advanced understanding of complex foreign tax credit scenarios and planning solutions.
• A strong understanding of pre US and pre UK residency tax planning
• Experience of presenting internally and externally on topics pertinent to US PCS tax matters
• The individual would be able to form strong collaborative relationships with other teams in projects
• A desire for continual learning, assisting in training and inculcating US advisory skills, and development in the junior members of the team
• Good people management skills and an ability to actively support and influence the continual improvement in efficiencies and the evolution of the US PCS strategic offering in line with the wider firm initiatives.
• A successful candidate would have a drive for finding practical solutions, an ability to collaborate and the initiative and resilience to persevere with challenging work.

• US Enrolled Agent (EA) and ATT qualifications required as a minimum.
• A broad base of US and UK private client experience working with UHNW families and their family offices.
• Strong experience advising in the trusts and estates specialist area and working with trustees and wealth advisory teams on the taxation considerations.
• Experiences and ability to lead projects in resolving US and foreign trust matters for settlors and beneficiaries.
• The passion to develop and lead a specialist trust and estate group within the US/UK Private Client practice.
• Good deal of advisory experience and will likely be found in HNW teams.

• You’ll be able to be yourself; we’ll recognise and value you for who you are and celebrate and reward your contributions to the business. We’re committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand.