Blackden Consulting has previously assisted this firm's U.S. business tax team in hiring talent, and we're now excited to help them expand their larger private client group with a UK/US Tax Associate Director (HNWI). With a truly fantastic culture, supportive team and company size that isn't overwhelming this could be an excellent fit for you.
This client is looking for an experienced Senior Manager with 5+ years’ management experience in signing out US tax returns within the HNW private client area of US tax. This individual will have a good deal of advisory experience and will likely be found in HNW teams rather than global mobility.
Responsibilities:
● To act as a key point of contact within the firm for the client, together with the Partner. This will involve responding quickly to, as well as anticipating, client requests/needs, keeping clients informed of progress in relation to all aspects of the service provided, and maintaining regular contact with clients ● Signing out tax Forms 1040, 1040NR, 8858. ● Experienced in-depth with planning pre-immigration to the US ● Wide experiences with the use of the UK/US treaty in detail around business profits, compensation, pensions ● Advanced understanding of complex foreign tax credit scenarios and planning solutions. ● Experiences and ability to lead projects in resolving US and foreign trust matters for settlers and beneficiaries. ● Some understanding of CFCs, Subpart F income, GILTI and the potential election planning that can be done to mitigate these factors. ● Check the box /entity classification advice ● A broader base of US and UK private client experience working with consultants/ entrepreneurs / entertainers would be an advantage ● The individual would be able to form strong collaborative relationships with other teams in projects and ongoing ● A strong operational leader with good people management skills
Requirements:
● US Enrolled Agent (EA) and ATT qualified as a minimum ● A broad base of US and UK private client experience would be an advantage ● Robust understanding of the Tax Reform Act ● Demonstrable post qualified experience ● Guide and supervise less experienced colleagues. ● Support, train, mentor and advise others in own area. ● Challenge current practice – driving improvements and championing change. ● Take personal responsibility for own decisions and actions and those of others. ● Drive for finding practical solutions, ability to collaborate and the initiative and resilience to persevere with challenging work.
This US-led private client practice concentrates an offering to address the key US market with a unique tax system that requires US persons to comply in the US irrespective of tax residence.
The provision of services that combine US expertise as a central focus alongside the UK and other third country requirements, positioned as a service for the HNW and SHNW continues to be a growing market. This is due to the complexity of the US system, alongside many other countries mean that clients and prospects increasingly need access to a truly advisory service which is a differentiator in the way that this firm is building its team.
We look forward to receiving your application.
Visa sponsorship is available.