Finch & Associates

Assistant Manager

Job Description

Posted on: 
May 11, 2023

A dynamic and growing firm is recruiting across a range of levels within the US private client tax team from assistant (2-3 years’ experience) up to Assistant Manager (completed Enrolled Agent exams).

Finch and Associates was set up in 2019 by Rachel Finch, a Chartered Tax Advisor and Enrolled Agent. The firm offers both Accountancy and Tax services, with specific specialisms in US Tax, Cryptocurrency and Research & Development Tax Credits.

The firm has grown rapidly over the last 2 years, going from 4 team members up to 10 in that period. One way in which we are different is that we do not require staff to complete time sheets.

Assistant Manager

• Excellent salary – up to £55,000

• Annual bonus scheme

• Staff reward program (Amazon vouchers)

• 25 days annual leave (plus Christmas Eve if it falls on a working day)

• Death in service

• Pension scheme

• Opportunity to progress within the business as it expands

• Flexible hybrid working or relocation package available

• Full study support for ATT or CTA if required


As an assistant manager in the US private client tax team, you will be managing a portfolio of clients and leading a small team under Rachel Finch, the firm’s founder and managing director.

You will predominantly provide annual US compliance services but will also be required to provide advisory services to our growing client base. We routinely take on new clients eligible for the Streamline amnesty program and there is scope to be involved in client communication / winning prospects.

• US tax compliance for a range of client types, including UHNWI’s.

• Dealing with correspondence from the IRS

• International tax planning (working with the UK Head of Tax).

• Advice on tax efficient remuneration, business planning, succession planning.

• Tax advice on restructuring investments

• Other tasks as required by your line manager or the company directors.

The Training

Whilst this is a US tax role, there will naturally be some overlap with UK taxation due to the client base that we service. We will therefore provide full study support for the ATT exams and on completion, we will provide full study support for the CTA exams if there is interest to pursue this and a business requirement.

Job Requirements

Desired Skills and Personal Qualities

Enrolled Agent, Communication skills, IT skills, Attention to detail, Organisation skills, Customer care skills, Problem solving skills, Number skills, Analytical skills, Logical, Team working, Initiative

Location: Weston Super Mare / Flexible hybrid

Website (new site under construction)

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