M&A Underwriter

American International Group, Inc.; City of Westminster; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm in the United Kingdom is seeking a Manager for its Trust and Family Office team. You will be responsible for managing high-net-worth client relationships, overseeing compliance cycles for trust and estate accounts, and drafting complex tax advisory reports. The ideal candidate should be proactive in identifying planning opportunities and supporting business development initiatives. Excellent communication and advisory skills are essential for successfully navigating complex tax issues.

Qualifications

• Proven ability to manage HNW client relationships.
• Experience in compliance cycles for trust and estate accounts.
• Strong drafting skills for tax advisory reports.

Responsibilities

• Manage individual HNW client relationships as the primary contact.
• Review annual compliance of trust and estate accounts.
• Draft complex tax advisory reports for management.

Job description

Job Codes - #232 & #118

Role

As a Manager within the Trust and Family Office team you will be responsible for:

• Managing individual HNW client relationships, including trustees and executors, as their primary point of contact.
• Reviewing annual compliance cycle of trust and estates accounts, and tax returns.
• Drafting complex tax advisory reports for Directors and Partners.
• Advising on CGT, IHT, domicile/residence issues and the use of trust/company structures.
• Working closely with leading Senior Managers, Directors and Partners where required, and assisting with business development opportunities where appropriate.
• Identifying potential planning opportunities and assisting with marketing and networking initiatives.