Overview
In this role you support UK/US personal tax for US expatriates and UHNWIs, delivering expert guidance on cross-border matters and regulatory changes. You work within a technical team to craft tax strategies, prepare computations, and manage client relationships. The position focuses on accuracy, client service, and innovative solutions for a growing private client practice. This is a chance to impact international private clients and develop in a supportive, technically rigorous environment.
Pay / Benefits
- Salary up to 60,000 depending on qualification/experience
- Company bonus
- Private medical for you and your family
- Excellent pension scheme
- Life assurance
- Team trips
Responsibilities
- Provide expert UK/US personal tax advice for US expatriates, HNWIs and UHNWIs across the UK and international jurisdictions
- Prepare and review tax computations and filings
- Manage client relationships and expectations with a focus on service excellence
- Deliver cross-border tax planning and strategies addressing CGT, IHT, I,T and NI implications
- Support compliance processes and regulatory developments
- Collaborate with the technical team to develop innovative tax solutions
- Contribute to knowledge sharing and peer reviews within the private client practice
- Assist in business development and growth of the UK/US tax service line
Key requirements
- Experience in UK and US personal tax within a professional services firm or private client practice
- In-depth knowledge of US and UK tax legislation including CGT, IHT, Income Tax and National Insurance
- Familiarity with US tax implications for UK-based HNWIs, including FBAR and FATCA cross-border reporting
- Client-service excellence
- Attention to detail
- Motivation and initiative
- UK/US personal tax expertise
- Cross-border tax planning
- Knowledge of CGT, IHT, Income Tax and NI regimes
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