The Role
We are looking to hire a Senior Associate based in our London office with experience of advising high net worth individuals, private equity executives and business owners on a broad range of complex US/UK tax matters. This is a client facing role where the responsibilities will include but not limited to the following:
1. Assisting with the management of a diverse and broad portfolio of client engagements, while delegating responsibility to junior staff (Associates) and consulting Managers, Senior Managers and Directors where applicable.
2. Working closely with experienced Private Client Partners, Directors, Senior Managers & Managers and having the responsibility of helping develop new client relationships and deliver complex projects, identifying and pursuing new opportunities from within our market.
3. Maintaining a level of relevant US & UK tax knowledge, staying current with technical developments including changes in tax law and legislation.
4. Preparing advice for clients and internal stakeholders on the latest tax technical issues, including delivering sessions with senior management at client /knowledge sharing events.
5. Supervising, coaching and providing regular feedback to Associates within the team while also keeping more senior stakeholders updated on progress.
Key Skills and Experience
The successful candidate will possess initiative, drive and proven ability to work with a growing team, possessing the personal skills to maintain deep, trusted long-term relationships with our clients and contacts in the market. The successful candidate will have the following skills and experience:
6. Relevant, detailed and up-to-date US and UK tax knowledge in the personal tax space is essential. Experience of dealing with complex tax issues facing owners, founders and executives, as well as privately or family owned businesses is highly relevant.
7. Strong analytical & technical skills with attention to detail to ensure accurate tax calculations and compliance.
8. Experience in researching and preparing advice on international aspects such as residence, domicile and arriving/leaving the US and the UK is desirable as many of our clients have a global footprint and are internationally mobile.
9. Project management skills – being able to manage several demanding client projects while remaining resilient and planning workload for themselves and others.
10. Strong organisational skills with the ability to meet several deadlines throughout the year and deliver high-quality work.
11. Excellent communication skills – the candidate will be expected to be one of the points of contact on complex client engagements in their portfolio while supporting a range of stakeholders including client contacts and PwC staff.
12. Excellent written and verbal communication – providing thorough and robust preparation of written deliverables, including reports, technical memos and other concise advice for clients.
13. Training, coaching and delegation – the successful candidate will help other Senior Associates in the team train, coach, develop and delegate to a team of associates; helping them grow their tax technical expertise alongside their client management skills.
14. Efficient use of technology – in managing client and contact relationships, pursuing opportunities and overseeing the delivery of tax returns and written deliverables.
15. Must have one of the following; ACA,CTA or ATT qualified
16. Enrolled Agent desirable but not required