Private Client US / UK Tax - Associate

What will you be doing?

We’re seeking a talented individual to join our Private Client tax service as part of the specialist US/ UK tax team. The team provides advice to US connected individuals and businesses in all aspects of cross border US and UK tax issues including US/ UK tax compliance, pre-immigration tax planning, Expatriation and business structuring to name a few. 

In this role we are looking for an ambitious Tax Associate who is keen to develop their career in a growing and exciting environment.

As a Tax Associate your responsibilities will include:

• Preparation of US & UK tax returns for a diverse portfolio of clients
• Assisting Managers with tax planning and advisory services to private clients, addressing their unique tax situation
• Building and maintaining strong client relationships through exceptional service and communication.
• Staying updated on tax legislation changes in both the US and the UK 
• Lending support to the Management team in continuing to build the US/UK tax team and identifying business opportunities 

Qualifications

To be successful in this role you should have 

• Relevant experience gained within a professional services firm
• Sound knowledge of private client tax issues with particular experience of advising US clients and non domiciled individuals
• In-depth knowledge of US and UK individual tax laws and regulations
• Demonstrable experience of managing complex compliance issues.
• Good communication skills and ability to work in a team

Professional Qualifications and Education

• US Enrolled agent (EA) (or studying towards)
• ATT (or studying towards)

Additional Information

As a colleague here at S&W you will have access to benefits that include

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependent)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave
• Fully funded training towards professional qualifications
• Cycle to work scheme
• Season ticket loan
• Eye care support

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At S&W we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workplace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

Company Description

At S&W, we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that make a difference. As one of the UK’s top 10 fastest-growing accountancy firms, we have been a trusted partner since 1881—helping businesses and individuals meet challenges and seize opportunities across generations.

Built on expertise and driven by ambition, we provide a comprehensive range of services, including tax and accountancy, advisory and assurance, corporate finance, and restructuring. We are defined by our purpose—to help navigate challenges, unlock potential, and achieve the extraordinary.