Overview
In this role you will own a key US private client tax portfolio for high-net-worth individuals within a reputable firm. You will manage client relationships, oversee compliance, and lead planning matters, working closely with senior leadership in a collaborative, technically strong environment. The position offers a clear path toward Director and greater client ownership, with exposure to cross-border tax issues for internationally mobile families and executives. You’ll shape advisory delivery and help grow the tax team while maintaining long-term client relationships.
Responsibilities
- Manage client relationships and ownership of a key portfolio
- Oversee compliance delivery and review junior staff work
- Lead planning matters for clients with cross-border tax needs
- Provide US personal tax compliance and advisory services
- Collaborate with senior leadership and contribute to team growth
Key requirements
- EA-qualified Manager or Senior Manager
- Experience in US private client tax and cross-border matters
- Ability to assume ownership of a portfolio and interact with partners
- Strong client confidence and leadership potential
- Exposure to international clients (high-net-worth)
- Client relationship management
- Leadership and team development
- Collaboration and cross-functional teamwork
- US personal tax compliance
- US cross-border tax advisory
- Tax planning for high-net-worth individuals
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