UK/US Private Client Tax Manager

Overview

Private Client Tax Manager role at a City firm, focused on managing UK and US tax clients with both compliance and advisory work. Work with and mentor a team to deliver high-quality service, while staying current on tax developments. You will lead complex assignments, support business development, and collaborate with Partners to drive client outcomes. This is a chance to shape cross-border tax service delivery within a reputable practice.

Responsibilities

• Manage a portfolio of UK and US tax clients with compliance and advisory duties
• Review and delegate work to junior team members to ensure quality and timeliness
• Provide technical guidance on UK and US tax matters and resolve complex client issues
• Maintain up-to-date knowledge of tax legislation and industry developments
• Build and maintain strong client relationships and deliver high-standard service
• Support and mentor junior staff for technical skill and career progression
• Review work for firm standards and accuracy
• Assist with business development, including client proposals and presentations
• Contribute to technical knowledge sharing and continuous improvement initiatives
• Liaise with Directors and Partners on complex assignments and client matters

Key requirements

• Dual UK and US tax qualifications (e.g. Enrolled Agent and ATT, or equivalent)
• Strong experience preparing, reviewing, and filing UK and US tax returns
• Experience leading, coaching, or mentoring junior team members
• Strong technical knowledge of UK and US personal tax compliance and advisory matters
• Proficiency in Microsoft Office and relevant UK and US tax software

• Client relationship management
• Mentoring and coaching
• Effective communication
• UK & US personal tax compliance and advisory
• UK/US tax software
• Microsoft Office

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