Assistant Manager, US/UK HNWI

Opportunity in a Leading International firm.

This firm is searching for an Assistant Manager to join its specialist private client team. This is an excellent opportunity for an experienced tax professional to advise high-net-worth individuals, entrepreneurs and internationally connected clients on complex UK and US-related tax matters.

The role

As an Assistant Manager,  you will:

• Advise a diverse portfolio of UK-resident high-net-worth individuals and internationally connected clients on a broad range of tax and financial matters.
• Provide specialist advice to clients with UK and US connections, working closely with senior stakeholders to deliver commercially focused, market-leading solutions.
• Advise entrepreneurs and business owners throughout the entrepreneurial lifecycle, from establishing and growing their businesses through to succession and exit planning.
• Build trusted, long-term relationships with clients, taking a proactive and relationship-led approach to understanding their personal, financial and lifestyle objectives.
• Work collaboratively with colleagues across the wider business to deliver integrated advice to complex private clients.
• Support the development and management of a high-quality client portfolio, identifying opportunities to deepen relationships and deliver additional value.

Qualifications

To be considered for the role, you will ideally have:

• A CTA qualification or an equivalent professional tax qualification.
• Strong experience providing tax advice to high-net-worth individuals and/or internationally connected businesses.
• Experience advising clients with UK/US or broader transatlantic tax considerations.
• A proven ability to manage client relationships and deliver high-quality, commercially focused advice.
• Excellent communication and interpersonal skills, with the ability to build credibility and trust with sophisticated clients.

Ideally, you will also have:

• Enrolled Agent status or an equivalent US tax qualification.
• Experience gained within a UK professional services, accountancy or advisory environment.
• Experience managing a portfolio of private clients and/or high-net-worth individuals.
• Experience working with entrepreneurs, business owners and internationally mobile or globally connected clients.