Job Description

Salary: 50,000 - 80,000 depending on experience



Location: London, SW1



A specialist advisory firm is seeking an experienced

US/UK tax professional

to join its London-based team. The firm is one of a limited number in the UK providing in-depth wealth and tax planning services tailored to US-connected individuals.

Role Overview

This is a dual-handling role involving both

US and UK personal tax compliance and advisory work

, with a strong emphasis on servicing high-net-worth clients. The successful candidate will manage a varied portfolio, participate in identifying tax planning opportunities, and contribute to the development of the team and wider business.

Key Responsibilities

Manage a portfolio of private clients to ensure timely and accurate compliance with

both US and UK personal tax obligations

. Review and sign off tax returns prepared by junior staff prior to submission to relevant tax authorities. Identify and clearly communicate potential technical issues and compliance risks. Support and mentor junior team members to facilitate their professional development. Recognise and contribute to

business development and growth opportunities

. Take ownership of engagement finances, including

fee management and budgeting

.

Candidate Profile

The ideal candidate will bring a strong mix of technical expertise, leadership capability, and client-handling skills. Specific requirements include:


At least

six years of experience

working in

US/UK private client tax

, ideally involving high-net-worth individuals.

Enrolled Agent (EA)

or

CPA qualification

required. UK tax qualification such as

ATT

is preferred;

CTA

is advantageous but not essential. Familiarity with

CCH Axcess or CCH ProSystem

software. Proficient in Microsoft Office applications. A collaborative team player with excellent interpersonal and organisational skills. Confident in managing workloads and delegating effectively to meet deadlines.

Employment Package

A competitive compensation package is offered, commensurate with experience. Additional benefits include:

Pension scheme

via salary sacrifice (Employer: 5%, Employee: 3%), subject to eligibility.

Annual Christmas bonus

equivalent to one weeks salary.

Discretionary summer bonus

.

Commission opportunities

for referred new business.

Private medical insurance

after three-month probation (taxable benefit).

Death in service cover

(4x annual salary).

Group income protection scheme

, non-contributory, post-probation.

25 days annual leave

plus bank holidays (3 days typically taken during the festive period).

Recruitment referral bonus

.

Flexible working hours

.

Job Sector:

AccountancyPrivate TaxTax

Job Location:

Central LondonLondonWest London

Job Category:

AccountancyaccountingPrivate TaxTax

Job Type:

Full TimePermPermanent

Salary:

50000 - 80000