Job Description
The Family Office Tax Specialist role involves working with high net worth clients to provide tailored tax advisory, compliance, and estate planning services.
This position requires a strong tax technical expertise and proven experience managing high value client portfolios.
Key responsibilities include advising on complex tax matters, providing comprehensive tax compliance and planning services, and delivering family advisory services such as succession and estate planning.
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Required Skills and Qualifications
A successful candidate will have a deep understanding of tax laws, regulations and financial markets.
They should possess excellent communication and interpersonal skills, being able to effectively collaborate with clients and colleagues.
Leadership capability to mentor and develop junior team members is also essential for this role.
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Benefits
The role offers a flexible work environment, opportunities for career progression, and access to training and development programs.
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Others
Working in this field provides the opportunity to make a positive impact on the lives of clients and contribute to their success.