Support Relationship Managers in providing tax consulting service to high net-worth individuals and contribute to customer retention and growth;
Advise clients in the context of an international taxation environment spanning across mainland China, Hong Kong SAR, U.S., Canada, Australia, Singapore, etc.;
Provide tax advice to HNWI clients on individual income tax planning, wealth transfer planning (onshore trust, offshore trust, insurance), residence and immigration planning, estate and gift tax, estate planning, entity structuring, and executive compensation;
Identify and assess client needs, offering insights regarding the use of trusts, companies, partnerships, insurance and other tools from a tax perspective;
Provide individual tax planning for cross-border movement of senior executives, address foreign national / expatriate issues, lead multiple-country tax analyses;
Collaborate closely with sales teams on managing a portfolio of clients, and provide after-sale consulting;
Coordinate with external parties including corporate service providers, accounting firms and government agencies;
Research, writing and consulting on various international tax matters.
Degree holder in Business, Accounting, Finance or related disciplines. MBA degree holder is an advantage.
Minimum 5 years of experience in tax department of leading accounting firms. Solid experience in family office is an advantage.
Profound knowledge of individual income tax regulations in China. Extensive knowledge of major countries/regions’ individual income tax regulations, i.e. Hong Kong SAR, U.S., Canada, Australia, Singapore etc..
Comprehensive knowledge of tax planning for HNWI in the context of international taxation environment.
Customer-focused, with excellent communication and interpersonal skills.
Good written and spoken English. Native in Mandarin is a must.
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