US Personal Tax Manager

About the job

🏢 Company | Oury Clark

🏆 Awards | 2024 Tolley’s Taxation Awards - Regional Firm of the Year

👥 Size | 150 - 200 employees

📌 Role | US Personal Tax Director (Pathway to Partner)

🔍 Focus Areas | Leading a team, providing expert tax advice, business development

💡 Skills | CTA Qualified, HMRC Qualified, ACA Qualification (beneficial)

📍 Location | London or Thames Valley

🌐 Hybrid | Flexible hybrid working arrangements

💼 Offer | Competitive salary with benefits

US Personal Tax Manager

Opportunity to join Oury Clark’s American Tax Team, one of the UKs best-respected US tax practices

Part of a fast growing and highly successful and diverse multidisciplinary firm with a culture that values collaboratively sharing knowledge this position offers you a clear path to professional growth and advancement

Suitable for candidates with 5+ experience in US personal tax

As a key member of the team, you will look after many of our key clients, ensuring tax compliance and advisory needs are met to the highest standards. You will help junior staff, share knowledge, and collaborate with Directors on complex technical challenges

You will have the complete support of the wider American Tax Return team of Enrolled Agents and CPAs as well have the possibility to work in UK tax within Oury Clark

Requirements Enrolled Agent, CPA, or studying for one of these

Desirable ATT, CTA

Your role:

• Manage a portfolio of US personal tax clients
• Oversee the preparation and filing of US federal and state tax returns
• Review individual US tax returns for a varied private client portfolio
• Handle both compliance and advisory work for the portfolio
• Stay up to date on US tax for research and advice
• US tax reporting
• Build and maintain relationships with both clients and colleagues

About you:

• 5+ years of experience within US tax
• EA or CPA qualified (or studying for these)
• Strong technical US tax knowledge
• Familiarity with US tax rules for UK income and investments
• Passionate about helping clients
• Ability to produce a high quality of work
• Previous experience with US taxation of foreign companies and partnerships and is preferred but not required
• Although not required, this role would also suit a dual-handler
• Previous experience training junior members of a team.

Benefits

• Flexible Hybrid working
• Central London office working location
• 25 days plus bank holidays
• Private healthcare
• Client referral commission (6% of fees in first 2 years)
• Recruitment commission
• Life insurance (4 x salary)
• Contributory Pension Scheme
• Cycle to work
• Long term service benefit
• Helping Hand Fund (helping staff in times of need)
• Perkbox
• Season Ticket loans
• Charitable Giving Scheme

Oury Clark

Oury Clark is a unique and dynamic professional firm.

Being both a Legal firm and Chartered Accountants we believe strongly that you need a mix of disciplines to truly solve problems. And this means that when you work at Oury Clark you will get the broadest possible exposure.

The clients are complex, but the politics isn’t, and we intend it to stay that way. Above all else we are looking for people with their heads and hearts in the right place.

At Oury Clark you will work alongside an expert team of Chartered Accountants, Lawyers and Chartered Tax Advisers