My client is a boutique US/UK tax services firm with 8-10 employees working out of their Pall Mall office.

My client 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 my clients 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 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.

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: Provided following completion of a 3-month probationary period (this is a taxable benefit). • Death in Service Cover: 4x annual salary. • Group Income Protection Scheme: Non-contributory, available after a 3-month probationary period. • Annual Leave: 25 days per annum (pro-rata); 3 days are normally taken at Christmas/New Year.

Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.

Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful