Private Client US/UK Tax Manager

Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they're at in their financial journey.An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.Read more about us and available career opportunities here: Wealth, accountancy and business advisory services | Evelyn Partnersand Careers | Evelyn PartnersJob DescriptionJob purposeTo manage own portfolio of US connected clients and working with senior staff on consultancy and advisory personal tax planning and projects.Key ResponsibilitiesDeliver excellent client service by maintaining client relationshipsManage a portfolio of personal clients with complex tax affairs, focusing on UK resident US connected clients, including HNW individuals and business owners.Day to day responsibility for meeting both client and compliance deadlines (UK and US), monitoring time limits, extensions and electionsLiaise proactively with clients on advisory mattersAssisting Partners in, and where appropriate, lead tax planning projects such as non-domicile issues, expatriation, trust planning and business structuringManage HMRC/IRS enquiries and LDF related matters and dealing with HMRC/IRS correspondence of both compliance and advisory natureResponsible for billing and monitoring budgetsReview compliance and basic advisory work prepared by more junior members of staffAssist with managing junior member of staff including helping them with technical and personal developmentPresent at technical training sessionsEngage in personal business development activities and support business development activities of the teamMaintain technical knowledgeEnsuring internal procedures are adhered to and responsible for some departmental administrative taskQualificationsKey Skills and ExperienceSignificant relevant experience gained within a professional services firm.Sound knowledge of private client tax issues with particular experience of advising US clients and non domiciled individualsDemonstrable experience of delivering tax planning/advisory projects.Demonstrable experience of managing complex compliance issues.People management and organizationalProfessional Qualifications and EducationUS Enrolled agent or CPAQualified Chartered Accountant and/or Chartered Tax AdviserAdditional InformationAs a colleague here at Evelyn Partners, you will have access to benefits that include:Private medical insuranceLife assurancePension contributionGenerous holiday packageOption to purchase additional holidayShared parental leaveWe are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.We currently have 4,087 live graduate jobs and we're adding more all the time.
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