US & UK Tax Senior for Satis Tax Limited - London

2 weeks ago


London, United Kingdom Hillier Hopkins LLP Full time
US & UK Tax Senior for Satis Tax Limited - London

Satis Tax is a boutique US/UK tax services firm with 8-10 employees working out of their Pall Mall office. The team is led by Ross Badger who co-founded Satis Tax and Satis Asset Management in 2012.

Satis 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.

This is a tax role, principally based at our 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.
  • Building and maintaining good relationships with clients and identify opportunities for business development.
  • Reviewing tax returns and work of junior members of staff.
  • 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

The ideal candidate will have the following skills:

  • 3 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 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 prioritise and work under pressure to meet tight deadlines.
  • Be a team player with good interpersonal skills.
  • Remuneration will be dependent on experience.

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 following completion of a 3-month probationary period (this is a taxable benefit).
  • Death In Service scheme cover (4x salary).
  • Group Income Protection Scheme (non-contributory) following completion of a 3 month probationary period.
  • Annual Leave will be 25 days per annum (pro-rata), 3 days are normally taken at Christmas/New Year.
  • Recruitment bounty.
  • Flexible hours of work
  • Payment of one professional subscription per annum. #J-18808-Ljbffr

  • Us/uk Tax Managers

    3 days ago


    London, United Kingdom Pro-Tax Recruitment Full time

    **US/UK Tax Managers** (Ambitious Seniors and Assistant Managers too) **London - Hybrid 2 days a week** **The Opportunity**: - Unique opportunity to work with the market leader in US/UK tax offering in the UK- Experience depth and breadth of work and calibre of colleagues like nowhere else. - Manage a large and varied portfolio of clients with complex US...

  • Us/uk Tax Senior

    7 days ago


    London, United Kingdom Pro-Tax Recruitment Full time

    **US/UK Tax Senior - Big 4 - London** Work with the market leader in US/UK tax and build your career in a renowned and progressive environment. This is an exciting opportunity to build direct relationships with high profile clientele, becoming their primary contact regarding all tax relatedqueries. You will also have the responsibility of collecting all...

  • Tax Manager

    2 weeks ago


    London, United Kingdom Pro-Tax Full time

    Tax Manager - US/UK Tax & Wealth Management £70,000 plus Excellent Benefits London - West End This is a super opportunity to manage a portfolio of HNW US-connected private clients, as their key trusted adviser.Our client has built a reputation as a leading adviser to HNW/UHNW individuals. Their Private Client Tax offering includes a specialist US/UK team...

  • Tax Manager

    2 weeks ago


    London, United Kingdom PRO-TAX RECRUITMENT LIMITED Full time

    Location London Type Permanent London - West End This is a super opportunity to manage a portfolio of HNW US-connected private clients, as their key trusted adviser. Our client has built a reputation as a leading adviser to HNW/UHNW individuals. Their Private Client Tax offering includes a specialist US/UK team that provides personal tax advice to...

  • Tax Senior

    2 weeks ago


    London, United Kingdom Pro-Tax Full time

    Head of US/UK Tax - London [Brand new opportunity] Unique opportunity for an ambitious and highly experienced US/UK Tax Senior Manager or Director to join this leading Top 15 professional services firm and build up and grow their US/UK offering. You would be expected to manage a large and varied portfolio of clients with complex US and/or UK tax affairs,...


  • London, United Kingdom PRO-TAX RECRUITMENT LIMITED Full time

    US/UK Personal Tax Manager/Senior Manager Location London Type Permanent US/UK Manager or Senior Manager opportunity, within a market leading International Private Client business. If you are London based with UK Tax experience, in addition to an Enrolled Agent qualification, and you are looking to join a team which is part of a global firm with a...

  • Us/uk Tax Manager

    4 days ago


    London, United Kingdom Pro-Tax Recruitment Full time

    **US/UK Tax Manager** Work with the market leader in US/UK tax and build a strong client portfolio, which you have full ownership of! We are working with a Big 4 firm and their growing US/UK tax team, and seeking experienced US/UK Assistant Managers/Managers to take on an exciting opportunity to be first point of contact for clients, whilst coaching junior...


  • London, United Kingdom Pro-Tax Full time

    US/UK Manager or Senior Manager opportunity, within a market leading International Private Client business. If you are London based with UK Tax experience, in addition to an Enrolled Agent qualification, and you are looking to join a team which is part of a global firm with a superb US network of offices and referrals, this is the team to consider. If you...

  • Us/uk Tax Manager

    3 days ago


    London, United Kingdom Pro-Tax Recruitment Full time

    **US/UK Tax Manager** To qualify for this role, you must: - Hold either CPA, EA qualifications or Masters in Accounting/Taxation - Knowledge of corporate and international tax returns and related US tax laws - Extensive experience in preparing and reviewing partnership tax returns and Schedules K-1 - Practical experience with hedge fund securities...

  • Tax Senior

    2 weeks ago


    London, United Kingdom PRO-TAX RECRUITMENT LIMITED Full time

    Personal Tax Senior - London (flexible working) - Top Accountancy Practice My client's Private Client Tax department is looking for a Tax Senior to join their exciting and growing team. They are looking for someone to manage a varied personal client tax portfolio dealing with all routine personal tax compliance and ad hoc advisory work. A candidate with...

  • Mixed Tax Senior

    2 weeks ago


    London, United Kingdom Pro-Tax Full time

    Mixed Tax Senior - City of London £55,000 plus excellent benefits Our client is a leading accountancy firm with offices throughout the UK. They have built a particular reputation in the field of media and entertainment. As part of an ongoing expansion programme, they are looking to appoint an experienced and capable Mixed Tax Senior to join their busy...

  • Tax Associate

    2 weeks ago


    London, United Kingdom Pro-Tax Full time

    TAX ASSOCIATE/SENIOR £45,000 plus excellent company benefits Hybrid Working An ambitious, London based, top 100 firm of accountants is looking for an enthusiastic and ambitious Tax Associate / Tax Senior to join their growing Private Client tax team. The firm as a whole has approximately 70 staff and the tax team is currently 14 members strong and...

  • Tax Senior

    2 weeks ago


    City of London, Greater London, United Kingdom PRO-TAX RECRUITMENT LIMITED Full time

    Our client is a leading accountancy firm with offices throughout the UK. They have built a particular reputation in the field of media and entertainment. As part of an ongoing expansion programme, they are looking to appoint an experienced and capable Mixed Tax Senior to join their busy tax team in London. Working on a team providing high-quality tax and...


  • London, United Kingdom Pro-Tax Recruitment Full time

    This is a fantastic opportunity for a Corporate Tax Senior to join a Central London-based mid-tier accountancy practice. This practice has undergone a period of growth over the last couple of years with its tax-led offering. The purpose of the role is to assist in quality control over corporate tax compliance activity and to run a tax compliance portfolio...


  • London, United Kingdom Pro-Tax Full time

    Private Client Tax Senior - London West End £Hybrid working available We're working closely with a London accountancy firm that is keen to recruit a Private Client Tax senior into their HNW Private Client Tax team. In addition to advising entrepreneurial business owners, PE clients and wealthy families, our client has a particularly strong reputation for...

  • Tax Senior

    2 weeks ago


    London, United Kingdom Pro-Tax Full time

    Mixed Tax Senior - Leading London Practice £Hybrid working Our client is a leading national accountancy practice with over 30 years of experience in delivering a wide range of bespoke support and advice to local business owners and their businesses. They are currently looking for a technically strong Tax Senior to join the team based out of the London...

  • Tax Senior

    2 weeks ago


    London, United Kingdom PRO-TAX RECRUITMENT LIMITED Full time

    Unique opportunity for an ambitious and highly experienced US/UK Tax Senior Manager or Director to join this leading Top 15 professional services firm and build up and grow their US/UK offering. You would be expected to manage a large and varied portfolio of clients with complex US and/or UK tax affairs, ensuring excellent client service both from...

  • Us/uk Tax Senior

    1 hour ago


    London, United Kingdom eFinancialCareers Full time

    Job Summary - City of London - Permanent - JN -012023-1910925 - Feb 21, 2023 - £45k - £50k **Job Description**: A US/UK Tax team in London is seeking to recruit a Tax Senior to join their Private Client team in London offering flexible working and an excellent platform for progression An established and highly regarded Accounting Practice located in...

  • Us Uk Tax Associate

    1 week ago


    London, United Kingdom Ambition Full time

    A reputable top 10 accountancy firm is seeking a US/UK Tax Associate / Senior to join their London office. The role is offering an excellent opportunity for career development with full training and study support for ATT and Enrolled Agent qualifications. As a US/UK Tax Senior, you'll support the Senior Tax Manager and assist on a diverse portfolio if US...

  • Accounting/Tax Senior

    2 weeks ago


    London, United Kingdom PRO-TAX RECRUITMENT LIMITED Full time

    London / Hybrid working We are currently working with one of the leading accountancy practices in the UK, on their search for a Mixed Tax Senior to join their highly successful team in London. If you are looking to make the step up and work within a highly reputable firm who take pride in helping one another succeed and place their staff's training and...