UK & US Assistant Tax Manager

US & UK Assistant Tax Manager

Overview

A specialist tax advisory practice is seeking an experienced Assistant Tax Manager to join its London-based team. This role focuses on delivering high-quality US and UK personal tax compliance and advisory services to internationally mobile individuals.

The Role

The successful candidate will take responsibility for managing a varied client portfolio and supporting senior team members in the delivery of complex tax engagements. Key responsibilities include:

• Managing a portfolio of clients to ensure US and UK personal tax compliance obligations are met accurately and on time including coordinating the collection of relevant information.
• Reviewing tax returns and work prepared by junior team members.
• Developing and maintaining strong client relationships with the ability to identify potential opportunities for additional services.
• Identifying technical issues and potential risks and escalating these to senior colleagues as appropriate.
• Overseeing the financial aspects of client engagements including monitoring time and budgets.

Candidate Profile

The ideal candidate will demonstrate the following experience and skills:

• 4 years experience in US/UK private client taxation ideally with exposure to HNW individuals business owners or senior executives.
• Professionally qualified (e.g. ATT) and an Enrolled Agent (EA).
• Experience using US tax compliance software such as CCH Axcess or CCH ProSystem.
• Proven ability to manage a client portfolio proactively while collaborating effectively with both senior and junior colleagues.
• Strong IT skills including proficiency with Microsoft Office applications.
• Excellent organisational skills with the ability to prioritise workloads and meet tight deadlines.
• A collaborative approach with strong interpersonal and communication skills.

Remuneration & Benefits

Salary will be commensurate with experience. The overall package includes:

• 25 days annual leave.
• Discretionary annual bonus.
• Additional annual bonus.
• Pension scheme via salary sacrifice.
• Private medical insurance.
• Life assurance cover.
• Group income protection.
• Referral incentive scheme.
• Flexible working arrangements.
• Coverage of professional subscription fees.