US Tax Assistant Manager

Job Title: US/UK Tax Assistant Manager (Private Client Tax)

Location:
City of London - hybrid working model

Salary: £45,000 - £55,000 (DOE) + benefits package

The Role:

I am recruiting for a US/UK Tax Assistant Manager to join my clients US private client tax team.

The successful candidate would have a drive for finding practical solutions, an ability to collaborate and the initiative and resilience to persevere with challenging work. This role will provide Tax compliance and advisory services to a wide range of clients. The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients.

You will also provide assistance to Director/Principals/Partners in both client work and in the management of the group and on occasions the practice. A key part of the role requires the individual to actively seek, and keep the Partner informed about, any new business opportunities arising on existing and new clients.

Day-to-day responsibilities:

• Experience in providing compliance and some advisory service to a portfolio of clients
• Day to day contact for a portfolio of private clients, high net worth individuals, entrepreneurs, non-domiciled individuals
• Reviewing forms , & 8858 informational reporting
• Assist with preparation of more complex US/UK tax forms where required
• Passive Foreign Investment Company (PFIC) reporting
• Foreign Trust reporting
• Foreign tax credit planning and year end planning
• UK Non-Domiciled individual planning
• Monthly billing reviews for your portfolio of clients
• Supervision of Tax associates, reviewing work and providing training to our off-site tax preparers
• Support Manager, Directors and Partners with advisory projects and new business leads
• Pays attention to self-development and continuing professional education with a view to progressing within practice
• Develops professional relationships with clients and within the Firm and adapts the approach for the relevant audience
• Understands potential risks to the Firm in relation to the Firm's quality control procedures and raising to the appropriate person
• Get involved in special assignments on an ad hoc basis
• Challenge current practice - driving improvements and championing change
• Take personal responsibility for own decisions and actions and those of others
• Lead projects of limited scale or complexity

Requirements

• US Enrolled Agent (EA) and ATT qualifications required as a minimum
• 3 years' experience in US/UK tax
• Private client focus
• Experience of dealing with client senior management
• Educated to degree level and/or CTA and/or ACA qualified or equivalent
• Demonstrable post qualified experience