Senior Tax Expert (temporary)
Senior Tax Expert (temporary)
Tasks
- Implementing upcoming changes within the abolition of UK Resident but non-UK domiciled tax regime
- Lead client meetings/calls with/without Relationship Manager and document contact
- Ensuring sufficient front staff training on Wealth Planning product and service offering and effective deployment through the surges from kick-off to execution
- Explaining basic and enhanced services for anticipated 'known' book across WP P&S Offering
- Support acquisition and complex cases (Account Segregation/Life Insurance/Succession and Wealth Structuring)
- Project management of new account segregation setup/ UKRND Account Segregation Form (Form)/processes/client communication /training
- Educate front employees
- Answer questions/ongoing support to the Front/Clients/Client external advisors
Profile
- 7+ years post qualification experience
- Detailed UK personal tax knowledge/experience (global professional services firm)
- Able to work individually with limited supervision
Sandro da Mota
About the company
