UK US Tax Senior delivering expert tax advice for US Expatriate high - net - worth individuals in London. Providing strategic guidance on complex personal tax matters in a supportive environment.
About the role
- Tax Manager overseeing tax-related functions for personal and corporate clients. Collaborating with wealth advisors to deliver integrated tax planning as part of holistic client wealth management.
Responsibilities
- Partner with wealth advisors to develop tax-efficient investment strategies for high-net-worth clients, including asset location optimization, tax-loss harvesting, and capital gains management
- Provide guidance on the tax implications of portfolio decisions, concentrated stock positions, and liquidity events
- Support planning around estate and gift tax strategies, charitable giving vehicles, and generational wealth transfer
- Advise on retirement account strategies including Roth conversions, required minimum distributions, and qualified charitable distributions
- Analyze tax considerations for business owners, including entity structuring, qualified small business stock exclusions, and exit planning
- Stay current on tax law changes affecting high net worth individuals and communicate relevant updates to the advisory team and clients
- Build and maintain client relationships aimed at client retention
- Prepare tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension forms and all related work papers and financial statements
- Respond to inquiries from the IRS and other taxing authorities, research supervised technical matters for complex tax needs and updates to regulations
- Present complete, timely and accurate client deliverables
- Compliance with the Firm’s quality control standards
Requirements
- 3+ years of related experience
- Bachelor’s degree, Accounting or Finance
- CPA or EA preferred
- Active PTIN
- Deep knowledge of individual income tax, capital gains, estate and gift tax, and trust taxation
- Experience with investment-related tax matters including partnership K-1s, qualified dividends, and wash sale rules
- Strong understanding of retirement account taxation and planning strategies
- High attention to detail and commitment to accuracy
Benefits
- Medical insurance
- Vision insurance
- Dental insurance
- 401(k) plus match
- Company Paid STD
- Life Insurance
- parental leave
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