US/UK Tax Assistant Manager

US/UK Assistant Tax Managers will be responsible for managing complex tax issues for expatriates and internationally mobile individuals. The ideal Assistant Tax Manager will have in-depth knowledge of both US and UK tax systems and experience with cross-border tax issues and compliance. Their role is varied including hands-on work, client relationships, team mentoring alongside contributions to business improvement and growth.

Responsibilities:

Tax Compliance :

• Manage the preparation and review of US and UK tax returns (Forms 1040, Form 8938, FBARs, UK Self-Assessment, etc.) for individual clients.
• Ensure timely filing of tax returns, estimates, and extensions for clients with complex, multi-jurisdictional tax obligations.
• Lead the preparation and organisation of procedures for clients with delinquent returns (SFOPs, SDOPs, Delinquent FBAR submission Procedures and WDFs).
• Prepare responses and documentation to address inquiries from the IRS, HMRC, or other relevant authorities.

Cross Border Tax Planning & Advisory :

• Assist senior members of team with research, consultations and prospective client processes.
• Advise clients on tax-efficient structures, the tax implications of investments and punitive tax regimes in the US and UK.
• Draft written memos relating to various tax matters including determining UK residency through SRT.

Client Relationship Management :

• Serve as the primary point of contact for a portfolio of clients, providing a high level of service and addressing all tax-related queries.
• Build and maintain strong relationships with clients, ensuring client satisfaction and retention.

Team Leadership :

• Supervise and mentor junior tax team members, providing guidance on US and UK tax regulations and compliance.
• Review the work of junior team members to ensure quality and accuracy.
• Assist with the development and training of team members to enhance their understanding of tax issues for US citizens residing in the UK.
• Support tax team lead (currently two tax teams) to create and maintain a high performing team. Become a capable deputy in the absence of the tax team lead.

Experience, Education & Qualifications :

• Will likely have 3+ years of experience in tax, with a focus on US and UK individual taxation. In depth knowledge of the US and UK tax systems, including tax treaties and US expatriation rules.
• Beneficial to be experienced in US treatment of foreign companies (Form 5471, GILTI, Form 8832 elections)
• Attained or working towards professional tax certification such as EA (Enrolled Agent), ATT or CTA (Chartered Tax Adviser).
• Familiar with tax filing systems including Pro-system FX and / or CCH Axcess.

Characteristics / About you

You are:

• Organized, accurate and with a high level of attention to detail.
• An excellent communicator with strong interpersonal skills to explain complex tax matters in a clear and concise manner.
• Adept at managing multiple clients and deadlines in a fast-paced environment.
• Enjoy working in a team with other hard-working tax professionals.