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Private Wealth Tax Director

1 month ago


London, Greater London, United Kingdom Cambridge Associates Full time
Unlocking Investment Opportunities for Private Clients

At Cambridge Associates, we partner with the world's most compelling endowments, foundations, pensions, private clients, and institutional investors to meet and exceed their investment objectives.

We foster an inclusive and diverse environment that enables all individuals to engage and bring their full selves to work.

The Opportunity

As our Private Client Practice continues to grow, we need strong internal resources to support structuring, regulatory, and tax matters for private clients and their investments. The Director of Private Wealth Strategies will work closely with our Head of Private Wealth Strategies to recommend and disseminate structuring and tax strategy knowledge.

Responsibilities

  1. Collaborate with investment teams, research, business development, legal, and operations to serve as an internal and external resource for structuring, tax, securities regulation, investment vehicle selection, and compliance.
  2. Develop and maintain ongoing knowledge of tax, regulatory, compliance, and other matters relevant to CA clients across Europe.
  3. Partner with investment teams to ensure thorough understanding of tax, vehicle, regulatory, and similar considerations when onboarding and serving new and existing clients.
  4. Provide education to clients and their advisors on the potential benefits and challenges of various investment vehicles to support alignment with CA guided portfolios.
  5. Partner with research teams to obtain, summarize, and disseminate helpful tax, vehicle, and regulatory information regarding specific investment strategies, managers, and funds.
  6. Support the development of publications and client-ready materials outlining CA's perspective on tax and similar matters impacting private clients and their investments.
  7. Serve as an external resource for clients and their advisors, participating in business development efforts, including attending and presenting at external conferences.

Qualifications

  1. At least 5 years of experience as a tax, investment, securities, and/or funds attorney or in investment, trust services, or fund operations with experience supporting AIF or related structures.
  2. Ability to assume responsibility for multiple projects and resolve them effectively with minimal supervision.
  3. Strong writing and research skills and attention to detail.