US UK Private Client Tax Director

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