US & UK Assistant Tax Manager – US/UK Private Client –

US & UK Assistant Tax Manager – US/UK Private Client – London (Pall Mall) | Boutique Firm | Flexible Working

My client is a highly regarded boutique US/UK tax services firm based in Pall Mall, London, specialising in supporting Americans living in the UK. The firm is one of the few in the market able to provide specialist cross-border tax compliance and wealth planning services to a high-end private client base.

They are looking to recruit a US & UK Assistant Tax Manager to join their growing team. This is an exciting opportunity for a cross-border private client tax professional to step into a role with meaningful client ownership, strong technical exposure, and clear development opportunities within a specialist boutique environment.

The Role

As US & UK Assistant Tax Manager, you will:
Actively manage a portfolio of clients to ensure US & UK personal tax compliance requirements are completed timely and accurately
Build and maintain strong relationships with clients and identify opportunities for business development
Review tax returns and technical work completed by junior team members
Identify potential risks and technical matters and communicate these clearly to senior colleagues
Manage engagement finance, including monitoring budgets and ensuring work is delivered efficiently
Technical Exposure
You will gain exposure to areas including:
US/UK personal tax compliance (dual filing requirements)
High-net-worth cross-border private client matters
Complex client scenarios involving internationally mobile individuals
Advisory-driven interaction alongside compliance work
Portfolio management in a specialist boutique environment

The Ideal Candidate

The successful candidate will be able to demonstrate:
4+ years’ tax experience in US/UK Private Client Tax
Experience dealing with High-Net-Worth individuals, private equity executives, and business owner clients
ATT qualified and Enrolled Agent (EA) qualified
Familiarity with CCH Axcess and/or CCH ProSystem for US tax return preparation
Ability to proactively manage and develop their client portfolio while working closely with senior and junior members of the team
Strong IT competency and familiarity with Microsoft packages
Excellent organisation skills, ability to prioritise and meet tight deadlines
Strong interpersonal skills and the ability to work effectively within a close-knit team

What’s on Offer

This firm offers an excellent benefits package and a genuinely supportive boutique environment, including:
25 days annual leave
Discretionary Summer bonus
Christmas bonus equivalent to 1 week’s salary
Salary Sacrifice Pension Scheme (auto-enrolment):
Employer: 5%
Employee: 3% (subject to eligibility)
Private Medical Insurance (after 3 months’ service)
Death in Service cover (4x salary)
Group Income Protection Scheme (non-contributory, after 3 months’ service)
Recruitment bounty
Flexible hours of work
Payment of one professional subscription per annum
Salary dependent on experience

For further information on this role please contact David Elliot at Clark Wood – david@clark-wood.co.uk
/ DD: +44 (0) 117 329 1058 | Mobile: +44 (0) 7358 908463

This role is ideal for candidates with relevant experience in a UK accountancy practice. Unfortunately, we are unable to offer visa sponsorship for this position.

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US & UK Assistant Tax Manager – US/UK Private Client – London| Boutique Firm | Flexible Working