My client's Private Client Services team combines US and UK domestic tax knowledge to deliver an integrated offering to US individuals based in the UK and to UK individuals requiring US/ UK tax solutions.
The team provides US/UK services to expatriates services primarily in the FS sector, many of whom are very senior executives in the industry or partners in the Asset Management area. Our services include a broad range of tax advice covering mobility tax; estate and gift tax planning; tax-efficient business structuring; expatriation advice; trusts; as well as handling personal federal, state and local individual tax compliance.
- Assist with offering high-quality UK/US compliance & advisory services to expatriate clients primarily within the financial services sector
- Build and maintain relationships with clients and provide high levels of client service
- Contribute to the successful delivery of projects, ensuring technical excellence
- Draft advisory work for review
- Lead, coach and mentor junior members of the team
- Team with other members of the PAS practice to deliver wider projects and deepen client
Successful candidates will be:
- ATT qualified
- CTA or equivalent qualification would be ideal (or breadth of knowledge equivalent to CTA)
- Qualified as a US Enrolled Agent
- Experienced in the provision of US/UK advisory & compliance services to expatriates
- Technically astute and able in both US and UK tax
- Excellent with relationship management skills with the ability to manage client expectations
- Excellent in written and oral communication skills
- Pragmatic with the ability to solve problems creatively
- Results orientated and be willing to take on responsibility
- Someone with exceptional organisational skills
- An individual who can flex their working style
- Responsive to client's needs
To apply, or for more information, contact Laura on 0207 269 6317 or email firstname.lastname@example.org
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