Tax & Legal Specialist – Wealth Management

About the role

This position offers a technically strong professional the chance to move into a client‑facing, commercially driven role within a leading international private wealth platform. You will work on complex, cross‑border wealth planning solutions for ultra‑high‑net‑worth individuals.

Key responsibilities

• Conduct multi‑jurisdictional tax research and structuring analysis.
• Support client‑facing teams on technical tax and wealth planning queries.
• Participate in client and partner discussions and presentations.
• Deliver training sessions to internal teams and external stakeholders.
• Contribute to thought leadership and market insights.
• Support development of practical, client‑ready solutions.

Required profile

• 4‑7 years' experience within tax, legal, private banking, or trust structures.
• Strong grounding in tax and wealth structuring concepts.
• Strong analytical and problem‑solving skills with attention to detail.
• Confident communicator, comfortable engaging with internal and external stakeholders.
• Proactive, commercially aware, and able to thrive in a fast‑paced environment.

Required skills