A respected and fast-growing Wealth Management firm is seeking a young and dynamic tax professional to join their Fiduciary Advisory team to advise HNW and UHNW individuals on local and cross-border investments, estate planning and related tax matters. Note that this is a client-facing advisory role
Collaborate with internal departments and external tax advisors to resolve tax-related issues. Assist in tax
decision-making.
support decision-making. Liaise with auditors, tax advisors, and other external stakeholders. Assist in
support decision-making. Liaise with auditors, tax advisors, and other external stakeholders. Assist in
forecasts Coordinate with external auditors and tax advisors Stay updated with changes in accounting regulations
but also savings, budget, insurance, and tax strategies. Advisors further check in with their clients on
but also savings, budget, insurance, and tax strategies. Advisors further check in with their clients on
statements.