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Associate Director - US/UK Private Client Tax
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Associate Director - US/UK Private Client Tax
London | Hybrid Working
A leading international tax advisory practice is seeking an experienced Associate Director to join its growing US/UK Private Client Tax team.
This is an excellent opportunity for an experienced US tax professional looking to work with a sophisticated portfolio of high net worth and ultra-high net worth individuals, entrepreneurs, family offices, private investors, and internationally mobile clients. The role offers significant exposure to complex cross-border advisory work alongside leadership, business development, and people management responsibilities.
The Opportunity
Working as part of a well-established private client team, you will advise US-connected individuals and families on a broad range of US and UK tax matters. Clients include wealthy individuals relocating between jurisdictions, dual citizens, private investors, trustees, and business owners with international assets and income streams.
You will play a key role in managing client relationships, overseeing complex compliance engagements, and delivering bespoke planning advice across a variety of cross-border scenarios.
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Key areas of work include:
- US individual income tax compliance and advisory
- Cross-border US/UK tax planning
- Estate, gift, and succession planning matters
- Pre-arrival and departure tax planning
- US expatriation and citizenship renunciation projects
- Foreign tax credit planning
- Investment structuring and reporting considerations, including PFIC matters
- Pension and retirement planning issues affecting US taxpayers resident in the UK
- Wealth preservation and family office advisory
- Working alongside UK tax specialists to resolve dual taxation issues
Responsibilities
- Lead a portfolio of complex HNW and UHNW private clients
- Review and oversee US individual, estate, and gift tax returns
- Deliver technical advice on challenging cross-border tax matters
- Act as a trusted adviser to clients and their professional networks
- Support business development initiatives and referral partnerships
- Identify opportunities to deepen existing client relationships
- Mentor, coach, and develop junior and mid-level tax professionals
- Drive operational excellence and contribute to process improvement initiatives
- Collaborate with senior leadership on strategic growth plans
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About You
We are keen to speak with candidates who possess:
- Extensive US individual tax experience gained within a professional services environment
- Strong technical knowledge of US tax compliance and advisory work
- Experience advising HNW or UHNW private clients
- Exposure to estate and gift tax matters
- Knowledge of cross-border US/UK tax issues
- Proven experience managing and developing teams
- Strong client relationship and stakeholder management skills
- Commercial awareness and an interest in business development
- EA, CPA, ATT, CTA, or equivalent qualifications would be advantageous
What's on Offer
- High-quality and intellectually challenging client work
- A genuinely collaborative US/UK private client team
- Significant exposure to wealthy international families and entrepreneurs
- Clear progression pathway at senior leadership level
- Flexible and hybrid working arrangements
- Competitive salary and benefits package
This is an outstanding opportunity for an ambitious tax professional who enjoys combining technical excellence with client advisory work and team leadership in the private client space.
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