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Job Description
A technical expert position responsible for providing specialized knowledge in private wealth services without supervisory duties. This role serves as the primary subject matter expert for trust structures, tax treatments, and technical requirements while delivering training and guidance on complex matters.
Core Responsibilities:
- Provide technical leadership in private wealth services
- Drive technical excellence and standards
- Provide expertise to help develop technical training materials with Global Technical Training Team
- Monitor regulatory and industry changes
- Resolve complex technical matters
- Guide implementation of best practices
- Champion quality control processes
Tasks:
- Review complex technical deliverables
- Provide technical guidance and training
- Monitor changes in accounting standards
- Develop technical procedures
- Resolve complex accounting queries
- Lead technical implementations
- Review complex client structures
- Guide regulatory compliance matters
- Monitor team's quality KPI and provide recommendations to Manager
- Develop technical documentation
- Address escalated technical issues
- Support team members on their technical questions, as needed
- Perform other related duties as assigned for role and business needs
Qualifications
Educational Background:
- Bachelor’s degree in Accounting or a related field & ACCA Qualified or ACA would be an advantage
Professional Experience:
- 6+ years of experience, with a minimum of 4 years in private wealth or trust administration
Skills and Key Behaviours:
In addition to upholding our Group Values (Authentic, Bold, and Collaborative), the role holder will be expected to demonstrate the following:
- In-depth expertise in trust structures, tax treatments, and regulatory frameworks
- Ability to design and implement technical procedures and training
- Strong proficiency in accounting systems and compliance monitoring
- Excellent technical and analytical abilities
- Clear and concise communication skills for training and guiding teams
- Capacity to handle high-pressure situations with professionalism
- Committed to maintaining technical excellence and standards
- Collaborative mindset with a focus on team and organizational success
- Adaptable to regulatory and industry changes
Additional information
At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.
Company description
IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide
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