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Wealth Planner

Ref:eTJ-JAM129619
Added:18 Aug 2010
Region:Europe (except UK)
Area:Switzerland
Location:Zurich
Discipline:All
Type:permanent
Salary:£71000-80000 Per Annum
Description:
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Are you looking for an international tax challenge? A global and highly recognisable financial and investment services provider is actively seeking to add a Wealth Planner to assist UK clients on solutions and wealth products working from their headquarters in Zurich.

The primary purpose of role is to create, implement and support a tax reporting system to assist Portfolio managers with UK related tax queries. Therefore you will require extensive understanding of how investments are taxed in the UK. Added to this you will need to analyse and advise on changes in UK tax law regarding investments and impact on UK clients.

UK solicitor, chartered tax advisor (CTA/ATII), UK chartered accountant or similar qualification is a prerequisite alongside a firm knowledge and experience in offshore and investment taxation, UK income and capital gain taxation. You must be a reliable, proactive and reliable individual with a broad knowledge base of UK tax reporting system.

Marks Sattin (UK) Ltd acts as an employment agency for permanent roles and an employment business for temporary roles.
Recruiter:Marks Sattin
Marks Sattin

Marks Sattin is a leading Finance and Accounting Recruitment Specialist. Since our inception in 1988 Marks Sattin has established an excellent reputation for providing temporary, permanent, contract and interim finance and accounting professionals within the following areas:

• Insurance • Commerce and Industry
• Financial Services • Corporate Finance
• Change Management • Banking and Capital Markets
• Investment Management • Private Equity and Investments
• Public Sector & Not-for-Profit • Public Practice
• Taxation • Treasury • Management Consultancy


Our consultants work with clients on opportunities based throughout Australia, Europe, the Middle East, Asia and North America and we have offices located in:

• Brisbane • Chicago • Dubai • Dublin • Hong Kong
• London • Melbourne • Philadelphia • Singapore • Sydney

Marks Sattin has been recognised on multiple occasions as one of the leading accountancy and finance recruitment specialists in the UK. We have been rewarded for our service receiving the 2007 Best Accountancy Recruitment Firm award, the 2008 Best Financial Services Banking Recruiter award and in 2010 Marks Sattin were highly recommended for the Best Firm to Work For and Best Interim Recruitment Agency; a fantastic achievement which highlights our strong presence in financial and accounting recruitment market.

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