Tax & Inheritance Specialist – Cross-Border (Spain-USA-Switzerland)Trust Administrative Support[...]

DMW Finance Group, Switzerland; Barcelona; Híbrido; EUR 60.000 - 100.000; A tiempo parcial

Descripción de la vacante

A leading company in finance is seeking a seasoned Tax & Inheritance Specialist with expertise in cross-border taxation involving Spain and the U.S. This independent consultant role requires significant experience in tax filings and advising high-net-worth clients. The position offers the opportunity to operate discreetly within an international firm, contributing to various complex estates and compliance issues.

Formación

• Proven experience handling Spanish tax filings for foreign inheritances.
• Experience with U.S.-Spain tax treaties and non-resident tax planning.
• Clear communication and documentation style in English; fluency in Spanish or Catalan is a plus.

Responsabilidades

• Provide urgent guidance and filing of Modelo 650 or equivalent.
• Assess income classification related to U.S.-originated distributions.
• Strategic input on compliance and tax exposure minimization.

Conocimientos

Cross-border taxation

Tax filing expertise

Communication

Educación

Licensed tax advisor

Inheritance lawyer

Descripción del empleo

Tax & Inheritance Specialist – Cross-Border (Spain-USA-Switzerland)Trust Administrative Support Specialist

Tax & Inheritance Specialist – Cross-Border (Spain-USA-Switzerland)Trust Administrative Support Specialist

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Private Markets Venture Capital & Investment Banking : Commercial Real Estate, Consumer Luxury, AI Software, Financial Engineering, Philanthropy

Location : Barcelona, Spain (Remote-friendly)

Engagement Type : Independent Consultant / Project-Based

Overview :

We are seeking a seasoned tax and inheritance expert with proven experience handling Spanish tax filings for foreign inheritances, particularly from the United States.

The ideal candidate will also be capable of advising on cross-border taxation implications, including any related Swiss and U.S. income and estate sources, as relevant.

Scope of Engagement :

• Urgent guidance and filing of Modelo 650 or equivalent.
• Assessment of income classification and foreign asset reporting related to U.S.-originated distributions and estate settlements.
• Strategic input on real estate, trust disbursements, and bank transfer documentation for compliance and minimization of tax exposure.
• Optional : Advise on long-term cross-border tax positioning involving Spanish residency, U.S. estate income, and possible Swiss accounts.

Ideal Profile :

• Licensed tax advisor, inheritance lawyer, or senior associate at a high-level Spanish firm.
• Demonstrable experience with international estates, non-resident tax planning, and U.S.-Spain tax treaties.
• Clear communication and documentation style in English. Catalan / Spanish fluency is a plus.
• Preferably worked with clients from expat, UHNW, or family office backgrounds.
• Independent professional, not seeking full-time employment.

Why Apply :

You’ll be advising UHNW and professionals in finance, operating discreetly with the backing of an international firm. This is a fast-moving, short-cycle advisory engagement that may lead to continued project work in a high-trust environment.

To Apply :

Please email a brief introduction and summary of relevant expertise (CV optional) to :

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Contract

Job function

Job function

Accounting / Auditing and Finance

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