About Us
At Sopher + Co we make it our business to understand and add value to our clients personal and business affairs whilst building a lasting relationship based on trust and mutual respect. Our business is geared towards providing not only Accountancy and Taxation services but a consultancy-based service to support High Net Worth clients, Entrepreneurs and Trusts through the lifecycle of their business. The practice also provides consultancy services to both individuals and entities seeking to invest in the U.S. and U.S. persons looking to invest or expand into the UK and/or Europe. These services include advising on how best to own an investment, structure an entity to own and operate a business, tax mitigation strategies and tax efficient income repatriation techniques.
Due to continuous growth and expansion we have an exciting opportunity for an experienced U.S. Corporate Tax Assistant Manager to provide U.S. corporate tax advisory and compliance services to entrepreneurs, start-up, scale up and mid-cap companies. The businesses of the client base include music and entertainment, publishing, hedge fund managers, online services and retail, media, manufacturing, real estate investment and development.
The U.S. Corporate Tax Assistant Manager duties will include:
Taking ownership for financial management of the portfolio, WIP management, billing targets and cash collection
Review tax returns for partnerships, corporations and trusts
Participate in developing and pursuing new clients including preparing for and attending meetings and drafting follow up correspondence
Some involvement in marketing events and business development to achieve the business goals for the firm including building an effective business network and developing a strong personal brand internally and where possible externally
Supervise junior staff on gathering information for completion of U.S. tax returns
Document and communicate workflow status to Manager on a regular basis
Ensure all jobs are completed within specific budgets, keeping Manager informed at all times of progress of job
Ensure WIP levels are kept within set budgets and advise Manager of potential budget over runs
Ensure productivity level meets or exceeds budget expectation
Draft Bills for clients and submit to Manager for approval
Keep abreast of developments in accounting, taxation and relevant computer software
Assist junior staff in developing their understanding of the various software packages, tax laws and statutory requirements
Supervising junior members of staff with an active role to maximise their performance and during the annual staff appraisal process
Maintain client confidentiality at all times in accordance with Sopher & Co. HR Policies & Procedures
About you
Ideally you will be EA qualified or equivalent. You will have strong communication and interpersonal skills. You all also have/be:
At least 5 years’ experience with U.S Corporate/partnership compliance in a similar sized practice
Must have experience of researching and writing memoranda, letters or other communications on all aspects of U.S. tax as it relates to businesses including taxation of U.S. companies, foreign companies including controlled foreign company rules, PFICs, partnerships, doing business in the U.S, investing in U.S. entities, etc
Entrepreneurial self-starter
Experience working with U.S. tax rules relating to controlled foreign companies, passive foreign investment companies, FIRPTA, and partnership taxation
Strong communication and interpersonal skills between clients, staff and management
Organised and with a high level of time management skills and solid attention to detail
The ability to work with prestigious clients who require complete confidentiality
Knowledge and experience with trusts advantageous but not essential
Ideally proficient in CCH, Caseware, Xero and Microsoft Office, (Excel essential)
Knowledge of Prosystem (desirable but not essential)
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.