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

buscojobs España; Barcelona; A distancia; EUR 60.000 - 100.000; Jornada completa

Descripción de la vacante

A leading firm seeks a seasoned Tax & Inheritance Specialist for a unique cross-border role between Spain, the USA, and Switzerland. This independent consulting position demands proven expertise in international tax filings, particularly for foreign inheritances. The ideal candidate will work discreetly with UHNW clients in a dynamic environment, providing crucial tax guidance and compliance support.

Formación

• Demonstrable experience with international estates and non-resident tax planning.
• Fluency in English; knowledge of Catalan/Spanish is a plus.
• Experience with U.S.-Spain tax treaties and UHNW clients.

Responsabilidades

• Guide urgent tax filing for foreign inheritances and assess income classifications.
• Provide strategic input on real estate and minimize tax exposure.
• Advise on long-term cross-border tax positioning.

Conocimientos

Communication

Tax Planning

Documentation

Educación

Licensed tax advisor

Inheritance lawyer

Descripción del empleo

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

Barcelona

EUR 60.000 - 100.000

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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Direct message the job poster from DMW Finance Group, Switzerland

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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