Private Client Tax Senior - UK/US Dual Handler

Posted 29 March by Ambition Europe Limited
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Job Title: Private Client Tax Senior
Location: London
Salary: Up to £50,000 + package

The Tax Senior will be a client's primary day-to-day contact and will be responsible for requesting the information required to prepare a client's US and/or UK tax returns and subsequently review the returns once they have been prepared. They will report into the Tax Manager and raise any concerns and issues that may arise during the review stage and monitor and learn about emerging tax laws and consider tax planning opportunities.

Responsibilities for this role include:

  • Responsible for running allocated client list: taking initial responsibility for completion of the compliance process including delegating work
  • Demonstrate good working knowledge of clients, communicate with the management group to ensure completion of work, and develop relationships to become the main contact for allocated clients
  • Should identify possible issues and planning opportunities with their client list and discuss such issues with the appropriate lead;
  • Look to work on consultancy and research projects with senior staff
  • Vital that Tax Seniors have up to date technical knowledge and are able to apply this to their work
  • Tax Seniors should be able to identify any additional internal training sessions they may benefit from attending, or any which should be added to the training offering

Requirements for this role include:

  • Must be ATT qualified and preferably qualified to practice US tax i.e. an Enrolled Agent (EA) or CPA. A CTA qualified individual is desirable but not essential
  • Experience of dealing with the full range of client tax requirements;
  • Experienced in preparing and reviewing increasingly complex US and/or UK tax returns.
  • Sound knowledge of statutory taxation requirements
  • Knowledge of tax planning advice is desirable

If you are interested in this position please apply directly or for more information please call Matthew Barber on

Reference: 41662670

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