Tax & Legal Services - Tax - ITS (Private Wealth And Family Office) - Senior Associate - Dubai

Line of ServiceTax

Industry/Sector

Not Applicable

Specialism

International Tax Services

Management Level

Senior Associate

& Summary

At PwC, we measure success by our ability to create the value that our clients and our people are looking for. Our reputation lies in building lasting relationships with our clients and a focus on delivering value in all we do. We’re a network of firms in 157 countries with more than 208,000 people who are committed to delivering world-class capabilities and quality in assurance, tax and advisory services.

Established in the region for 40 years, PwC Middle East employs over 4,000 people across 12 countries: Bahrain, Egypt, Iraq, Jordan, Kuwait, Lebanon, Libya, Palestine, Oman, Qatar, Saudi Arabia and the United Arab Emirates. Complementing our depth of industry expertise and breadth of skills is our sound knowledge of local business environments across the Middle East region. Our tailored solutions help our clients meet the challenges and opportunities of doing business in the Middle East market and beyond.

We now have the region’s fastest-growing tax practice, with almost 800 staff. We have tax specialists in each of the 12 Middle East countries where PwC is located, and operate regionally, bringing the best local, commercial and specialist knowledge to our clients.

A career in our International Private Wealth & Family Office practice, within Tax & Legal Services, will provide you with the opportunity to help our clients adopt a more strategic approach to their wealth preservation and professionalisation. Weassist high-net-worth individuals (HNWIs), ultra-high-net-worth individuals (UHNWIs), entrepreneurs, family businesses, and family offices in connecting with specialists who provide expert advice, comprehensive resources, and personalised services to fulfil their distinct aspirations. Our support encompasses navigating intergenerational wealth transfers, ensuring compliance with tax and regulatory requirements, restructuring business and investment portfolios, conducting estate and succession planning, formulating ownership strategies and governance frameworks, as well as establishing and optimising family office operations. Our team focuses on three distinctive yet interlinked disciplines: (i) International wealth structuring, (ii) Ownership strategy and governance, and (iii) Family office advisory. Our team is dedicated to offering integrated, 360-degree advice to our clients, aimed at supporting them in achieving their ambitions while safeguarding and enhancing their wealth for future security. We prioritise investing time in thoroughly understanding our clients personal circumstances, aspirations, and the complexities of their individual, business, and ownership objectives.

To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

Its an exciting time to join our high-performing team. This role presents excellent opportunities for you to engage with a diverse portfolio of privately owned clients. Youll have the chance to work autonomously and collaboratively across multiple projects and clients, while also benefiting from the support of our global tax network.

At PwC, our International Private Wealth & Family Office team is central to nurturing client relationships. By joining us, youll have the privilege of being mentored by industry specialists, gaining invaluable skills and experiences to evolve into a trusted advisor. Were committed to delivering top-tier solutions and insights to our clients, and youll play a pivotal role in bringing the best of PwC to them.

Responsibilities

As a Senior Associate, youll collaborate within a team of problem solvers, helping to solve complex private client issues from designing robust ownership frameworks to supporting implementation of bespoke provisions into constitutional documents of various entity types.. PwC Professional skills and responsibilities for this level include but are not limited to:

• Providing primary support in both ownership strategy and governance, and family office advisory disciplines, with secondary involvement in international wealth structuring as business demands.
• Delivering advisory services to a diverse client base comprising various entity types such as trusts, foundations, companies, partnerships, and individuals.
• Offering family advisory services encompassing governance, succession planning, and estate planning.
• Providin g family office advisory services focused on operational excellence.
• Conducting thorough research on tax, regulatory, family business, and family office matters, staying abreast of industry and government developments to identify wealth planning opportunities, and maintaining current knowledge of tax, legal, and industry standards.
• 
  Assisting senior team members across all stages of engagement life cycles.
• Drafting marketing materials, proposals and deliverables for clients.
• Interacting with different stakeholders in the private wealth ecosystem.
• Managing all client onboarding procedures and data management tasks efficiently.
• Assisting in the effective management of client portfolios, ensuring deadlines and service benchmarks are met, and fostering robust client relationships through clear communication as appropriate.
• Mentoring junior team members and dedicating time to their professional growth and development.
• Use feedback and reflection to develop self awareness, personal strengths and address development areas.
• Delegate to others to provide stretch opportunities, coaching them to deliver results.
• Demonstrate critical thinking and the ability to bring order to unstructured problems.
• Use a broad range of tools and techniques to extract insights from current industry or sector trends.
• Review your work and that of others for quality, accuracy and relevance.
• Know how and when to use tools available for a given situation and can explain the reasons for this choice.
• Seek and embrace opportunities which give exposure to different situations, environments and perspectives.
• Use straightforward communication, in a structured way, when influencing and connecting with others.
• Able to read situations and modify behaviour to build quality relationships.
• Uphold the firms code of ethics and business conduct.
  

Heres What Were Seeking In Ideal Candidates

• Bachelors Degree in Law, Finance, Management, or a related discipline.
• Demonstrated proficiency in researching and interpreting legislation.
• Demonstrated proficiency in drafting skills.
• Effective time management abilities and a track record of meeting deadlines.
• Capacity to delegate tasks, coach, and mentor junior team members.
• Ability to work independently, collaboratively within a team, and directly with clients.
• Eagerness to learn, develop new skills, and stay updated with changes on regulatory changes and compliance requirements in various areas of law related to wealth management.
• Currently working in the Middle East with experience in private client / wealth planning or related fields preferred.
  

A Successful Candidate Will Possess The Following Attributes

• A minimum of 3+ years’ experience providing legal or business advisory services to High Net Worth Individuals (HNWIs), Ultra High Net Worth Individuals (UHNWIs), private family groups, and family offices.
• Proficiency in both written and verbal communication in English and Arabic.
• Possession of a relevant professional qualification or a keen interest in pursuing one (e.g., CISI-wealth management program, COSO Internal Control Certificate, STEP, or Chartered Governance Professional).
• Commercially minded with a strong interest in business development.
  

Education (if blank, degree and/or field of study not specified)

Degrees/Field Of Study Required

Degrees/Field of Study preferred:

Certifications (if blank, certifications not specified)

Required Skills

Optional Skills

Desired Languages (If blank, desired languages not specified)

Travel Requirements

Available for Work Visa Sponsorship?

Government Clearance Required?

Job Posting End Date

July 31, 2024