Managing Director Tax & Trust Services LATAM

Job description

This role requires an experienced professional with proven experience in tax law, international taxation, financial and accounting services, trust & fiduciary services and structuring. This would be an ideal role for a client-facing tax attorney/lawyer to undertake a leadership role within the business.

You will be growing the business from existing key intermediaries as well as developing new clients/intermediaries by developing and managing an effective marketing process to build a strong network of both Corporate and Private Clients.

Tasks and Responsibilities:

  • Drive team results by providing commercial leadership with respect to all marketing activities in order to achieve business development targets.
  • Lead by example in achieving/exceeding business development/marketing targets consistently.
  • Develop, expand and maintain multiple, solid relationships with clients and intermediaries (e.g. Law Firms, CPAs, Bankers, Family Offices etc.).
  • Leverage and build relationships, thus developing new opportunities and leads with existing and/or new clients.
  • Seek and recognize marketing opportunities and position compliant products and services in alignment with tax advisors’ solutions and client needs.
  • Prepare client proposals in accordance with policies and guidelines to assure business growth.
  • Organize & represent the company at seminars and other industry-related networking events.
  • Collaborate with local and international colleagues with respect to all marketing activities in order to achieve business development targets.
  • Ensure clients/entities are compliant with the local regulations and laws as per specific jurisdiction and services adhere to global statutory/regulatory guidelines.
  • To monitor and ensure that office individual and team targets are met and the office targets as agreed at the beginning of the year are met.


Qualifications and Required Skills:

  • Relevant Bachelors and/or Masters' Degrees with over 15 years’ solid exposure to International Tax; proven business development experience within the financial/legal services, fiduciary/trust industry.
  • Strong leadership skills with the ability to develop and motivate teams.
  • Excellent Corporate and International Tax Structuring experience in organizations with international presence (knowledge of and experience with the LATAM market is a great advantage), solid understanding of BEPS, CRS, FATCA, GAAR.
  • Well-informed about current legal issues, regulations, tax and legal developments.
  • Demonstrate subject matter expertise, credibility and effective partnering with intermediaries, clients and colleagues to identify and evaluate opportunities and arrive at solutions.
  • Excellent networking skills; with established network with intermediaries and clients in target markets (i.a. LATAM)
  • Exhibit strong leadership, social & interpersonal skills; a positive can-do attitude, innovative, creative and solution-focused. Adaptable and able to work under pressure in a dynamic business environment.
  • Excellent command of English and Spanish with any additional language being an added advantage. Must be willing to travel.




Cathy Beresford

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