Overview
In this Associate Director role, you advise US-connected and UK-based private clients on cross-border tax matters, focusing on US footprints and non-domiciled individuals. You support Partners and Directors with market-leading guidance and nurture long-standing client relationships across the transatlanticEntrepreneurial lifecycle. You work in a collaborative Global Mobility team to deliver holistic, proactive tax solutions. This role offers impact in a recognized UK professional services firm with international reach and flexible working. You help shape a premier US/UK private client service offering.
Pay / Benefits
- Tailored development programmes and coaching
- Flexible bank holidays
- Pension, life assurance and private medical
- Holiday purchasing and health benefits
- Shopping discounts, gym memberships, financial advice
Responsibilities
- Advise on tax issues for UK resident non-domiciled Americans and others with US footprints
- Support Partners and Directors with US-connected client advisory in the UK
- Advise transatlantic entrepreneurs through all stages of the entrepreneurial cycle
- Collaborate with clients to understand financial and lifestyle needs and drive proactive, relationship-first service
Key requirements
- CTA qualified or equivalent qualification
- Experience providing tax advice to US / transatlantic businesses
- Desirable: Enrolled Agent
- Experience in a UK professional services firm
- Experience managing a portfolio of clients
- Relationship-building
- Proactive communication
- Collaborative mindset
- US tax expertise
- UK tax knowledge for cross-border clients
- Experience with US-connected private clients
…
