Tax Manager, US/UK HNWI

Opportunity in a Leading International firm.

This firm is searching for a 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 a 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.