Job Title: US/UK Tax Director – Private Client
Location: London (near Liverpool Street)
Working Pattern: Full-time or part-time (3–4 days per week), hybrid (3 days office / 2 days WFH)
Salary & Benefits: Competitive (dependent on experience) + pension + private medical + dental
Role Overview
I am seeking an experienced US/UK Tax Senior Manager / Director to lead out the Private Client Services (PCS) US/UK offering at my client. This role will act as the technical lead across both jurisdictions, with primary responsibility for US tax matters, including final review and sign-off on returns.
The position offers a blend of compliance oversight, advisory work, and team leadership, supporting a diverse client base of primarily US individuals living in the UK.
Key Responsibilities
Technical Leadership
- Act as the UK/US Private Client technical lead
- Oversee onboarding of new clients, including scoping and pricing of work
- Provide technical guidance on cross-border UK/US tax matters
- Act as a key point of contact for complex client queries and advisory matters
Compliance Oversight
- Final review and sign-off on US and UK tax returns
- Manage a portfolio of approximately:
- 130 US returns
- 160 UK returns within the US/UK team
- Ensure high-quality delivery of US individual tax returns, including exposure to forms such as 5471
- Prioritise US compliance work, with support available from the wider UK team
Team Management & Development
- Lead and support a team of 9 (8 staff + 1 client support), including:
- Coaching and development
- Training and study support
- Well-being and performance management
- Provide closer oversight to junior team members while enabling more senior staff to operate independently
- Work alongside the existing US/UK Tax Manager, supporting their progression into a signing role over time
Client Relationship Management
- Build and maintain strong client relationships
- Provide ongoing advisory support on:
- Cross-border tax planning
- Changes in personal circumstances
- Deliver a high level of client service across a primarily individual client base
Team & Structure
The PCS team currently consists of:
- US/UK Tax Director
- US/UK Tax Manager
- UK Corporate Tax Senior Manager
- UK Tax Manager
- UK Tax Assistant
- Dedicated Client Support (Guildford-based)
The wider UK PCS team also manages an additional portfolio of approximately 350 UK-only returns.
Client Base
- Predominantly US individuals residing in the UK
- Smaller number of UK individuals based in the US
- Typical clients include employees, retirees, and individuals with investment income
About the Team
- Approximately 25 professionals
- Collaborative environment with strong support from wider UK tax teams
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