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.