Dual Trusts and Estates Tax Expert

3 weeks ago


London, Greater London, United Kingdom PRO-TAX RECRUITMENT LIMITED Full time

Pro-Tax Recruitment Limited is seeking a highly skilled Director-level tax professional to join their leading US/UK tax team.

This exceptional opportunity involves handling trusts and estates tax matters for UHNW individuals with US aspects to their lives. The ideal candidate will have strong interpersonal skills, experience working with lawyers, wealth advisers, and other professionals.

A key requirement is in-depth experience working with families on dual US/UK succession planning, including advising on trusts, alternate structuring, and estates. Additionally, the successful candidate should have a wide understanding of the UK/US treaty and experience with complex foreign tax credit scenarios and planning solutions.

The role also entails presenting internally and externally on topics pertinent to US PCS tax matters and forming strong collaborative relationships with other teams in projects. Good people management skills are essential, along with a passion for continual learning, assisting in training, and developing US advisory skills in junior members of the team.

The estimated annual salary for this position is £120,000 - £180,000.



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