UK US Private Client Tax Director
TPF Recruitment
Central London
We are seeking a highly accomplished UK US Private Client Tax Director to lead our elite tax advisory practice within the personal tax sector. This pivotal role is central to delivering sophisticated, cross-border tax solutions for high-net-worth individuals (HNWIs) with complex UK and US tax obligations. The ideal candidate will possess deep expertise in US taxation, private client advisory, and international tax compliance, with a proven track record of advising ultra-high-net-worth clients on estate planning, gift tax, income tax, and compliance with IRS and HMRC regulations. As a strategic leader, you will drive business development, mentor senior tax professionals, and ensure the delivery of compliant, innovative, and client-centric tax strategies. Your leadership will be instrumental in strengthening our firm’s reputation as a market leader in international private client tax services.
Responsibilities:
- Lead the end-to-end delivery of complex UK and US cross-border tax advisory services for HNWIs and ultra-HNWIs.
- Advise clients on US tax compliance, including FBAR, Form 8938, Form 3520, and Form 3520-A, as well as UK tax implications of US residency and domicile.
- Develop and implement strategic tax planning solutions for estate, gift, and inheritance tax, with a focus on minimizing exposure while ensuring compliance.
- Serve as a trusted advisor to clients on international tax structuring, including trusts, foundations, and offshore entities.
- Collaborate with legal, wealth management, and compliance teams to deliver integrated client solutions.
- Mentor and develop a team of senior tax professionals, fostering a culture of excellence and continuous learning.
- Drive business development initiatives, including client acquisition, relationship management, and thought leadership.
- Ensure adherence to professional standards, regulatory requirements, and firm governance policies.
- Represent the firm at industry events, conferences, and client forums to enhance visibility and credibility.
RequirementsUS UK Private Client Tax Director
- Chartered Tax Advisor (CTA) qualification with full membership in the Chartered Institute of Taxation (CIOT).
- In-depth knowledge of US federal income tax, estate and gift tax, and international tax compliance (including FATCA, CRS, and OECD BEPS initiatives).
- Proven experience advising private clients and HNWIs on UK-US cross-border tax matters.
- Demonstrable track record in developing and executing complex tax planning strategies for international clients.
- Strong understanding of UK inheritance tax, capital gains tax, and trust taxation in a cross-border context.
- Exceptional client management and communication skills, with the ability to explain complex tax concepts clearly to non-experts.
- Experience leading teams or managing client portfolios of significant value.
- High level of integrity, discretion, and commitment to professional standards.
- Ability to work autonomously and thrive in a fast-paced, client-driven environment.
BenefitsUS UK Private Client Tax Director
- Competitive salary with performance related bonus
- Hybrid and flexible working options
- Exposure to complex international and cross border client work
- Collaborative and supportive team environment
- Ongoing training and professional development
- Study support for further qualifications where relevant
- Private medical insurance
- Generous holiday allowance plus bank holidays
- Pension scheme
- Regular team events and a positive working culture
- Opportunity to work with high net worth and internationally mobile clients
Please contact Andy Irvine on (phone number removed), (url removed) or Andrew Irvine | LinkedIn for a confidential conversation.
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