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US & UK Tax Manager

The firm

Satis Tax is a boutique US/UK tax services firm working out of their Pall Mall office.

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

Vacancy details

This is a dual handling US/UK tax role, principally based at our London office.

The role will provide an opportunity to work on a wide-ranging portfolio of clients and to have active involvement in identifying planning opportunities and providing advice.

The duties will include:

  • Actively managing a client portfolio to ensure US & UK personal tax compliance requirements are filed timely and accurately.
  • Reviewing work prepared by juniors and signing out tax returns for submission to the tax authorities.
  • Identifying and communicating potential risks and technical matters.
  • Developing junior members of the team.
  • Identifying business development opportunities.
  • Fee responsibility, managing the finance of an engagement.

The ideal candidate

The ideal candidate will have the following experience and skills:

  • Minimum of six years of experience in US/UK private client work, with experience in dealing with High-Net-Worth (HNW) individuals.
  • Qualified Enrolled Agent (EA) or CPA qualified.
  • Qualified member of Association Tax Technicians (ATT), CTA will be beneficial but not essential.
  • Experience with CCH Axcess or CCH Prosystem.
  • Be competent with Microsoft computerised packages.
  • Team player with strong interpersonal skills.
  • Capable in balancing workload and delegating efficiently to ensure deadlines are met.

Employment details

Salary will be dependent on experience.

The remuneration 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

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