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Us/uk tax manager / senior manager (basé à london)

Bank
SW Group
Tax manager
Posted: 23 June
Offer description

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US/UK Tax Manager / Senior Manager, London

Client: SW Group

Location: London, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Reference: fe69c7ecdb6c

Job Views: 5

Posted: 18.06.2025

Expiry Date: 02.08.2025


Job Description

We are seeking a talented individual to join our US/UK Private Client Tax team in London. The role involves managing a portfolio of US-connected clients, providing consultancy and advisory services on personal tax planning and projects.


Key Responsibilities

* Maintain excellent client relationships and deliver high-quality service.
* Manage a portfolio of complex personal tax clients, focusing on UK resident US-connected clients, including HNW individuals and business owners.
* Ensure compliance with UK and US deadlines, monitor time limits, and handle extensions and elections.
* Liaise proactively with clients on advisory matters.
* Assist and lead tax planning projects, including non-domicile issues, expatriation, trust planning, and business structuring.
* Manage HMRC/IRS enquiries and correspondence related to compliance and advisory matters.
* Oversee billing and monitor budgets.
* Review work prepared by junior staff and support their development.
* Present at technical training sessions and contribute to personal and team business development.
* Maintain technical knowledge and adhere to internal procedures.


Qualifications and Experience

* Significant experience in a professional services firm.
* Strong knowledge of private client tax issues, especially advising US clients and non-domiciled individuals.
* Experience in delivering tax planning and compliance projects.
* People management skills and organizational abilities.


Professional Qualifications

* US Enrolled Agent or CPA
* Chartered Accountant and/or Chartered Tax Adviser


Additional Benefits

* Competitive salary and private medical insurance.
* Life assurance, pension contributions, and hybrid working options.
* Generous holiday package, including options to purchase additional leave and shared parental leave.
* Fully funded professional training, cycle-to-work scheme, season ticket loan, and eye care support.

We value diversity and are committed to an inclusive workplace. We accommodate reasonable adjustments during the application process.

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