US/UK Personal Tax Assistant Manager

US / UK Personal Tax Assistant Manager

Job Type: Full Time, Permanent

Location: Mayfair

Salary: £Competitive

About Us

Established in 1975, Sopher + Co is a trusted business adviser of choice for entrepreneurs, owner-managed businesses, high net worth individuals, professional partnerships and expats. Our roots in Elstree led to our early client base in the media and entertainment industry. Since then we have grown immensely, with our portfolio now spanning over 20 industries. Our success is within our people - with endless opportunities and open-mind approach, Sopher + Co is a place where you can drive your career and ambitions forward, sharing and promoting our commitment to excellent client experience.

We are looking for an experienced Tax Assistant Manager to join our growing Tax team in our Borehamwood office. The role offers variety, autonomy and the opportunity to work with an incredibly broad range of clients. You’ll also be responsible for providing US and UK individual tax advisory and compliance services to US connected individuals. Other duties and responsibilities include, but are not limited to:

Taking ownership for financial management of the portfolio, WIP management, billing targets and cash collectionParticipate in developing and pursuing new clients including preparing for, attending meetings and drafting follow up correspondenceDocument and communicate workflow status to Manager on a regular basisEnsure all jobs are completed within specific budgets, keeping Manager informed at all times of progress of jobEnsure timesheets are completed and submitted weeklyEnsure WIP levels are kept within set budgets and advise Manager of potential budget over runsEnsure productivity level meets or exceeds budget expectationDraft Bills for clients and submit to Manager for approvalAssist junior staff in developing their understanding of the various software packages, tax laws and statutory requirementsSupervising junior members of staff with an active role to maximise their performance and during the annual staff appraisal processKeep abreast of developments in accounting, taxation and relevant computer softwareAttend all allocated internal and external training sessions as required

 
Personal Requirements

Sopher + Co take pride in their employees and their achievements whilst praising and recognising hard work. We are looking for people who embrace the 3 C’s – change, challenge and commitment. You will also have/be: 

At least 5 seasons’ experience with US and UK personal tax complianceExperience of review and signing US and UK income tax returnsManagement / coaching of junior members of staffExperience with CCH ProSystem and UK tax preparation softwareEnrolled Agent, ATTEntrepreneurial self-starterExperience working with US and UK tax rules and efficiently managing the interaction between the two tax regimesKnowledge and experience with corporates and trusts (preferred by not essential)Experience of signing US tax returnsSupervision of junior staff in gathering information for completion of US and UK tax returnsGood problem-solving skills to address client issuesStrong communication and interpersonal skills between clients, staff and managementAdvanced computer operational skillsOrganised and with a high level of time management skills and solid attention to detailExperience working with CCH and Virtual CabinetThe ability to work with prestigious clients who require complete confidentialityKnowledge and experience with trusts advantageous but not essentialTeam player and promoter of a positive working culture among the team members

In Return

We will offer you a competitive package, including extensive benefits for you and your family, a comfortable warm and friendly environment with great people and the chance to work with some of the most prestigious clients that no other family-based firm can offer. Sopher + Co strongly believe in staff development and continuously encourage internal progression.

Sopher + Co is committed to the principle of equality of opportunity in employment and we expect all our employees to act in accordance with this policy, we recognise the key role it plays in the success of our business.