The Firm
Satis Tax is a boutique US/UK tax services firm with 8-10 employees working out of their Pall Mall office. The team is led by Ross Badger who co-founded Satis Tax and Satis Asset Management in 2012.
Satis is one of the few firms to be able to provide specialist wealth and tax planning advice and services to Americans living in the UK.
Vacancy details
This is a tax role, principally based at our London office. The duties will include:
* Actively managing a client portfolio to ensure US and UK personal tax compliance requirements are filed timely and accurately. This includes requesting information to prepare US/UK returns.
* Reviewing tax returns and work of junior members of staff.
* Building and maintaining good relationships with clients and identify opportunities for business development.
* Identifying and communicating potential risks and technical matters to senior members of the team.
* Managing the finance of an engagement, including monitoring budgets.
The Ideal Candidate
The ideal candidate will have the following skills:
* 4 Years + tax experience in US/UK Private Client tax, preferably with experience in dealing with High-Net-Worth clients, private equity executives and Business owner clients.
* Is a qualified member of ATT and is an Enrolled Agent (EA).
* Has experience with CCH Axcess or CCH Prosystem for the preparation of US tax returns.
* Capable in proactively managing their client portfolio whilst working closely with senior and junior members of the team.
* Be IT competent and familiar with Microsoft computerised packages.
* The ability to organise, prioritise and work to meet tight deadlines.
* Work well in a team and have good interpersonal skills.
Employment details
* Salary will be dependent on experience.
The package will include:
* Salary Sacrifice Pension Scheme all staff are auto enrolled. (Employer: 5%; Employee: 3%) subject to eligibility.
* Annual Christmas Bonus equivalent to 1 week's salary.
* Discretionary annual Summer Bonus.
* Private Medical Insurance following completion of a 3-month probationary period (this is a taxable benefit).
* Death In Service scheme cover (4x salary).
* Group Income Protection Scheme (non-contributory) following completion of a 3 month probationary period.
* Annual Leave will be 25 days per annum (pro-rata), 3 days are normally taken at Christmas/New Year.
* Recruitment bounty.
* Flexible hours of work
* Payment of one professional subscription per annum.
If you have any questions please contact Liz Constantinou on or email