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US/UK Tax Director
2 months ago
This is a rare opportunity to join a leading US/UK tax team as a dual handling trusts and estates tax specialist at the Director level.
Key Responsibilities:- Signing out tax Forms 1040, 1040NR, 3520's, and other relevant documents.
- Leading client relationships with a proactive advisory approach and a strong, adaptable manner to suit an eclectic and demanding client base.
- Developing a reputation in the marketplace and working in conjunction with lawyers, wealth advisers, and other professionals that support UHNW individuals with US aspects to their lives.
- Providing in-depth experience working with families on dual US/UK succession planning, including advising on trusts, alternate structuring, and estates.
- Utilizing the UK/US treaty in detail and providing advanced understanding of complex foreign tax credit scenarios and planning solutions.
- Presenting internally and externally on topics pertinent to US PCS tax matters.
- Forming strong collaborative relationships with other teams in projects.
- Developing a desire for continual learning, assisting in training, and inculcating US advisory skills.
- Providing good people management skills and actively supporting and influencing the continual improvement in efficiencies and the evolution of the US PCS strategic offering in line with the wider firm initiatives.
- Offering a broad base of US and UK private client experience working with UHNW families and their family offices.
- Providing strong experience advising in the trusts and estates specialist area and working with trustees and wealth advisory teams on the taxation considerations.
- Experiencing and ability to lead projects in resolving US and foreign trust matters for settlors and beneficiaries.
- Developing the passion to develop and lead a specialist trust and estate group within the US/UK Private Client practice.
We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand.
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique.
