Insite Group
US/UK Tax Assistant Manager
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Job Title: US/UK Tax Assistant Manager (Private Client Tax)
Location: City of London - hybrid working model
Salary: £45,000 - £55,000 (DOE) + benefits package
The Role:
I am recruiting for a US/UK Tax Assistant Manager to join my client's US private client tax team.
The successful candidate would have a drive for finding practical solutions, an ability to collaborate, and the initiative and resilience to persevere with challenging work. This role will provide Tax compliance and advisory services to a wide range of clients. The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients.
You will also provide assistance to Director/Principals/Partners in both client work and in the management of the group and on occasions the practice. A key part of the role requires the individual to actively seek, and keep the Partner informed about, any new business opportunities arising on existing and new clients.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Day-to-day responsibilities:
- Experience in providing compliance and some advisory service to a portfolio of clients
- Day to day contact for a portfolio of private clients, high net worth individuals, entrepreneurs, non-domiciled individuals
- Reviewing forms 1040, 3520, & 8858 informational reporting
- Assist with preparation of more complex US/UK tax forms where required
- Passive Foreign Investment Company (PFIC) reporting
- Foreign Trust reporting
- Foreign tax credit planning and year-end planning
- UK Non-Domicile individual planning
- Monthly billing reviews for your portfolio of clients
- Supervision of Tax associates, reviewing work, and providing training to our off-site tax preparers
- Support Manager, Directors, and Partners with advisory projects and new business leads
- Pays attention to self-development and continuing professional education with a view to progressing within practice
- Develops professional relationships with clients and within the Firm and adapts the approach for the relevant audience
- Understands potential risks to the Firm in relation to the Firm's quality control procedures and raising to the appropriate person
- Get involved in special assignments on an ad hoc basis
- Challenge current practice - driving improvements and championing change
- Take personal responsibility for own decisions and actions and those of others
- Lead projects of limited scale or complexity
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Requirements:
- US Enrolled Agent (EA) and ATT qualifications required as a minimum
- 3 years' experience in US/UK tax
- Private client focus
- Experience of dealing with client senior management
- Educated to degree level and/or CTA and/or ACA qualified or equivalent
- Demonstrable post-qualified experience
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills