Tax & Inheritance Specialist – Cross-Border (Spain-USA-Switzerland)Trust Administrative Support[...]

Tax & Inheritance Specialist – Cross-Border (Spain-USA-Switzerland)Trust Administrative Support Specialist

Tax & Inheritance Specialist – Cross-Border (Spain-USA-Switzerland)Trust Administrative Support Specialist

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Private Markets Venture Capital & Investment Banking : Commercial Real Estate, Consumer Luxury, AI Software, Financial Engineering, Philanthropy

Location : Barcelona, Spain (Remote-friendly)

Engagement Type : Independent Consultant / Project-Based

Overview :

We are seeking a seasoned tax and inheritance expert with proven experience handling Spanish tax filings for foreign inheritances, particularly from the United States.

The ideal candidate will also be capable of advising on cross-border taxation implications, including any related Swiss and U.S. income and estate sources, as relevant.

Scope of Engagement :

• Urgent guidance and filing of Modelo 650 or equivalent.
• Assessment of income classification and foreign asset reporting related to U.S.-originated distributions and estate settlements.
• Strategic input on real estate, trust disbursements, and bank transfer documentation for compliance and minimization of tax exposure.
• Optional : Advise on long-term cross-border tax positioning involving Spanish residency, U.S. estate income, and possible Swiss accounts.

Ideal Profile :

Why Apply :

You’ll be advising UHNW and professionals in finance, operating discreetly with the backing of an international firm. This is a fast-moving, short-cycle advisory engagement that may lead to continued project work in a high-trust environment.

To Apply :

Please email a brief introduction and summary of relevant expertise (CV optional) to :

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Contract

Job function

Job function

Accounting / Auditing and Finance

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