US/UK Tax Assistant Manager
- Source: LinkedIn
- AJ Chambers ®
- On-site
- London
- Full-Time
- Senior
Job Description
Assistant Tax Manager – US & UK Expatriate Tax
Location: UK
Level: Assistant Tax Manager / Tax Manager
Specialism: US Tax, UK Tax, Expatriate Tax, International Tax, Private Client Tax
Working Pattern: Hybrid
The Opportunity
An established specialist tax practice is looking for an Assistant Tax Manager to join its growing international tax team.
This is a specialist role focused on US and UK taxation for American expatriates and internationally mobile individuals , combining tax compliance, cross-border tax advisory, client management and team supervision.
The role would suit someone currently working in US Tax, Expatriate Tax, International Individual Tax, Private Client Tax or Cross-Border Tax who wants to develop their technical knowledge and take greater ownership of client relationships and junior team members.
You will work across both US and UK tax matters, giving you exposure to a broad range of international individual tax issues.
Key Responsibilities
US & UK Tax Compliance
- Prepare and review US and UK individual tax returns for expatriates and internationally mobile individuals.
- Work across US Forms 1040, Form 8938, FBARs, UK Self-Assessment and other international tax filings.
- Manage tax return deadlines, estimates, extensions and other compliance requirements across multiple jurisdictions.
- Assist with delinquent and voluntary disclosure filings , including Streamlined Filing Compliance Procedures (SFOP), Streamlined Domestic Offshore Procedures (SDOP), Delinquent FBAR procedures and related submissions.
- Prepare responses and supporting documentation for IRS, HMRC and other tax authority enquiries .
- Review work completed by more junior members of the team.
International & Cross-Border Tax Advisory
- Research and advise on US/UK cross-border tax issues affecting individuals and families.
- Support senior team members with technical research, client consultations and prospective client work.
- Advise on tax-efficient structures, investments and the interaction between US and UK tax systems .
- Prepare technical tax memos and written advice on a range of international tax matters.
- Advise on UK residence and the Statutory Residence Test (SRT) .
- Develop knowledge of the interaction between US tax rules, UK taxation and the US/UK tax treaty .
- Where relevant, gain exposure to US taxation of foreign companies, including Form 5471, GILTI and Form 8832 elections .
Client Management
- Take responsibility for a portfolio of US expatriate and internationally mobile individual clients .
- Act as a key point of contact for day-to-day tax queries and ongoing compliance requirements.
- Build trusted relationships with clients and explain complex US and UK tax matters clearly.
- Take increasing ownership of client work and contribute to client retention and business development.
Team Development
- Supervise and support junior members of the tax team.
- Review work for accuracy, quality and technical compliance.
- Provide guidance on US and UK tax compliance and expatriate tax matters .
- Assist with training and development across the wider tax team.
- Support the Tax Team Lead and develop towards becoming a capable deputy when required.
About You
We are open to candidates from a range of relevant tax backgrounds. You may currently be working as an:
- Assistant Tax Manager
- US Tax Assistant Manager
- US Tax Senior
- US Tax Manager
- Expatriate Tax Senior
- Expatriate Tax Manager
- International Tax Senior
- International Tax Manager
- US/UK Tax Advisor
- Private Client Tax Manager
- Cross-Border Tax Advisor
You are likely to have several years’ experience in US and/or UK individual taxation , ideally with exposure to expatriate tax, international tax or cross-border compliance.
Relevant experience could include:
- US individual tax / US expatriate tax
- UK individual tax / Self-Assessment
- US/UK cross-border taxation
- International individual tax
- Expatriate tax compliance
- Tax treaties and international tax
- US citizenship taxation
- US foreign reporting
- UK residence and the Statutory Residence Test
- IRS and HMRC correspondence
- Delinquent or voluntary disclosure procedures
A professional tax qualification such as EA, ATT or CTA is desirable, or you may be working towards one.
Experience with **CCH Axcess, ProSystem fx or other tax compliance so…
Skills
- atandt
- cch-axcess
