Overview
In this role you will manage US individual tax for a portfolio, focusing on high net worth clients and staying current with tax developments. You will work with a London-based team to deliver excellent client service, support technology-enabled service delivery, and identify growth opportunities. You will also mentor colleagues to support their development and contribute to a high-quality, trusted advisory practice. This position offers hybrid working in London and a chance to shape tax outcomes for international clients within a growing team.
Responsibilities
- Manage US individual tax for a personal client portfolio, focusing on international clients
- Maintain up-to-date knowledge of tax laws and trends
- Conduct client satisfaction surveys to ensure high service standards
- Support service delivery through technology tools
- Identify and pursue upsell and cross-sell opportunities
- Lead, develop and mentor colleagues to support their growth
Key requirements
- Previous experience in US individual tax and related issues
- Degree-level education
- Tax qualifications are desirable but not essential
- client-focused
- leadership
- communication
- collaboration
- problem-solving
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