Family Office Advisory Manager

PRO-TAX RECRUITMENT LIMITED; City Of London; On-site; GBP 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a Trust or Family Wealth Advisory Manager to join their dynamic team. This role involves providing comprehensive advisory services to ultra-high-net-worth individuals, focusing on tax compliance, residency planning, and trust administration. The ideal candidate will possess a strong background in family office environments and hold relevant tax qualifications. Join a forward-thinking firm that values expertise and offers an engaging work environment where your skills will make a significant impact on clients' financial well-being.

Qualifications

• Erfahrung in einem Family Office oder fiduziarischen Umfeld.
• Steuerqualifikation oder STEP-Qualifikation erforderlich.

Responsibilities

• Beratung von UHNWI in Steuerangelegenheiten und Risikoberatung.
• Sicherstellen der Einhaltung von Steuerstrategien und -vorschriften.

Skills

Tax Compliance

Trust Administration

Residency Planning

Family Constitution Development

Education

Tax Qualification

STEP Qualification

Job description

Our client is looking to add a Trust or Family Wealth Advisory Manager to their team. They provide a range of services to UHNWI, from Tax to Trusts, from Family Constitution work to Risk Advisory.

You will work with a number of Family and Family Office clients, to ensure they are up to date on issues including:

• Residency and location planning
• Tax Compliance and Strategy
• Trust set up and administration
• Family Constitutions

The ideal candidate would have experience in a Family Office or Trust/Fiduciary environment and be Tax qualified or STEP qualified with an appetite for tax qualification.