The firm

Satis Tax is a boutique US/UK tax services firm with 8-10 employees working out of their Pall Mall office. The team is led by Ross Badger who co-founded Satis Tax and Satis Asset Management in 2012.

Satis is one of the few firms to be able to provide specialist wealth and tax planning advice and services to Americans living in the UK.

Vacancy details

This is a tax role, principally based at our London office. The duties will include:

  • Actively managing a client portfolio to ensure US and UK personal tax compliance requirements are filed timely and accurately.
  • Building and maintaining good relationships with clients and identify opportunities for business development.
  • Reviewing work of junior members of staff.
  • Identifying and communicating potential risks and technical matters to senior members of the team.
  • Managing the finance of an engagement, including monitoring budgets.

The ideal candidate

The ideal candidate will have the following skills:

  • 3 Years + tax experience in US/UK Private Client tax, preferably with experience in dealing with High-Net-Worth clients.
  • Is a qualified member of ATT and is an Enrolled Agent (EA).
  • Has experience with CCH Axcess for the preparation of US tax returns.
  • Capable in proactively managing their client portfolio whilst working closely with senior and junior members of the team.
  • Be IT competent and familiar with Microsoft computerised packages.
  • The ability to prioritise and work under pressure to meet tight deadlines.
  • Be a team player with good interpersonal skills.

Employment details

  • Remuneration will be dependent on experience.

The package will include:

  • Annual Leave will be 25 days per annum.
  • Discretionary annual Summer Bonus.
  • Annual Christmas Bonus equivalent to 1 week’s salary.
  • Salary Sacrifice Pension Scheme all staff are auto enrolled (Employer: 5%; Employee: 3%) subject to eligibility.
  • Private Medical Insurance following completion of 3 months service
  • Death in Service scheme cover (4x salary).
  • Group Income Protection Scheme (non-contributory) following completion of 3 months service.
  • Recruitment bounty
  • Flexible hours of work
  • Payment of one professional subscription per annum.

To apply for this position please complete the application form.

If you have any questions please contact Liz Constantinou on 01923 634319 or email recruitment@hhllp.co.uk

What our clients say

As an American residing in London, I have complex tax requirements having to file both in the USA along with the UK.

Satis Tax has not only undertaken this massive assignment with rigour, but more importantly, it has been the very personal engagement and insightful counselling that has shaped the relationship beyond the professional requirement. Their work undertaken has been flawless in its execution. Without hesitation I would recommend their services to all those that require a level of professionalism that goes beyond a remit.

Carol
London

Ross Badger, and now his team at Satis Tax, has been handling my US and UK tax affairs for almost 25 years. Aside from the high quality of the firm’s work and its tireless effort to ensure that tax planning in both jurisdictions is as efficient as permissible, what I have particularly liked is the unstinting personal service that Ross and his colleagues provide. But, perhaps, the best indication of my satisfaction with Satis’ work is the numerous clients I have referred to the firm all of whom have been equally happy with their experience.

Bob
London

Although tax time is no fun for most people Satis Tax makes it easy and painless. Their knowledge of both US and UK tax requirements along with their quick response to queries has enabled me to spend more time on other pressing issues.

Rita
Phoenix, AZ

One or more of the Satis Tax principals has been handling my personal taxes, both US and UK, for over 35 years. That fact speaks for itself. Several aspects of Satis' work impress me: 1) Thorough understanding of both the UK and USA tax systems; 2) Attention to detail; 3) A conservative approach combined with an appreciation that for the client "every dollar/pound matters" when it comes to limiting one's tax liabilities.

Mat
Montana

Having decided to emigrate to the U.S., I was completely unprepared for how complex the interaction between the UK and US tax systems would be. From initial tax planning advice prior to emigrating, several subsequent complex business transactions, to filing both our UK and US annual returns, I’ve always felt assured that Satis have a complete understanding of the complexities of the tax regulations. This has freed us from the worry of tax compliance in both countries. Over and above keeping us complaint, they have been an invaluable sounding board when we have found ourselves facing personal decisions that have had tax consequences through the years we have been living in the US.

Rob
Florida