Private Client US/UK Tax Manager

Found in: beBee jobs GB - 3 weeks ago


London, Greater London, United Kingdom Evelyn Partners Full time
Job Description

Job purpose

To manage own portfolio of US connected clients and working with senior staff on consultancy and advisory personal tax planning and projects.

Key Responsibilities
Deliver excellent client service by maintaining client relationshipsManage a portfolio of personal clients with complex tax affairs, focusing on UK resident US connected clients, including HNW individuals and business owners.Day to day responsibility for meeting both client and compliance deadlines (UK and US), monitoring time limits, extensions and electionsLiaise proactively with clients on advisory mattersAssisting Partners in, and where appropriate, lead tax planning projects such as non-domicile issues, expatriation, trust planning and business structuringManage HMRC/IRS enquiries and LDF related matters and dealing with HMRC/IRS correspondence of both compliance and advisory natureResponsible for billing and monitoring budgetsReview compliance and basic advisory work prepared by more junior members of staffAssist with managing junior member of staff including helping them with technical and personal developmentPresent at technical training sessionsEngage in personal business development activities and support business development activities of the teamMaintain technical knowledgeEnsuring internal procedures are adhered to and responsible for some departmental administrative task
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