Private Wealth Tax Director
1 month ago
As Cambridge Associates LLC continues to grow its Private Client Practice, the need for strong internal resources in structuring, regulatory, and tax matters has become increasingly important. 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 with respect to investing on behalf of private clients.
Responsibilities- Collaborate with investment teams, research, business development, legal, and operations to serve as an internal and external resource in matters relating to structuring, tax, securities regulation, investment vehicle selection, and compliance.
- Develop and maintain ongoing knowledge of tax, regulatory, compliance, and other matters relevant to CA clients across Europe.
- Partner with investment teams and others to ensure thorough understanding of tax, vehicle, regulatory, and similar considerations when onboarding and serving new and existing clients.
- Provide education to clients and their advisors on the potential benefits and challenges of various investment vehicles to support alignment with CA guided portfolios.
- Partner with research teams and others to obtain, summarize, and disseminate helpful tax, vehicle, and regulatory information regarding specific investment strategies, managers, and funds.
- Support the development of publications and other client-ready materials outlining CA's perspective on tax and similar matters impacting private clients and their investments.
- In conjunction with investment teams and others, serve as an external resource for clients and their advisors, as circumstances and client needs warrant, and participate in business development efforts.
- At least 5 years 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.
- Ability to work, communicate, and interact with colleagues and external contacts in an effective and professional manner.
- Ability to assume responsibility for multiple projects and resolve them effectively with minimal supervision.
- Ability to deal discretely with sensitive, confidential information concerning clients and corporate affairs.
- Strong writing and research skills and attention to detail.
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Private Wealth Tax Director
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Private Wealth Tax Director
4 weeks ago
London, Greater London, United Kingdom Cambridge Associates LLC Full timeOpportunity OverviewAs our Private Client Practice continues to grow, we are seeking a seasoned tax professional to join our team as a Director of Private Wealth Strategies. This role will work closely with our Head of Private Wealth Strategies to develop and disseminate tax strategy knowledge to support our clients' investments.ResponsibilitiesCollaborate...
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Private Wealth Tax Director
3 weeks ago
London, Greater London, United Kingdom Cambridge Associates LLC Full timeThe OpportunityAs Cambridge Associates LLC continues to grow its Private Client Practice, the need for strong internal resources in structuring, regulatory, and tax matters has become increasingly important. The Director of Private Wealth Strategies will work closely with our Head of Private Wealth Strategies to recommend and disseminate structuring and tax...
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Private Wealth Tax Director
3 weeks ago
London, Greater London, United Kingdom Cambridge Associates LLC Full timeThe OpportunityAs Cambridge Associates LLC continues to grow its Private Client Practice, the need for strong internal resources in structuring, regulatory, and tax matters has become increasingly important. The Director of Private Wealth Strategies will work closely with our Head of Private Wealth Strategies to recommend and disseminate structuring and tax...
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Private Wealth Tax Director
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Private Wealth Tax Director
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London, Greater London, United Kingdom BDO UK Full timeAbout the RoleWe are seeking a highly skilled Private Wealth Tax Director to join our team at BDO UK. As a key member of our Private Client Team, you will be responsible for providing expert tax advice to high net worth individuals, families, and entrepreneurs.Key ResponsibilitiesProvide in-depth knowledge of relevant aspects of Private Client taxation.Deal...
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