Tax Trust Specialist (Douglas)Description: Tax/Trust Specialist Our client currently have a vacancy within their Technical Services Department on the Isle of Man for a Tax/Trust Specialist. The role is very varied and would suit someone who has obtained or is working towards the CII Diploma in Financial Planning or STEP Diploma in International Trust Management (other professional qualifications will be considered). The applicant should be self-motivated and possess good report/copy writing skills. Typical tasks: • Providing support to Staff, Sales Teams and distributors on general estate/succession planning and tax related queries • Undertaking research for sales to help secure new business and retain existing business • Delivering training courses to the appropriate areas of the Group to address technical training needs • Maintaining a detailed awareness of regulatory, fiscal and any other matters of a competitive nature that would have an impact of the effectiveness of the Group/our products. • Product developments The successful candidate should have knowledge of IOM Life Sector Products/Investment Platforms. Knowledge around the UK tax treatment of those products would be an advantage. Training will be provided however, the applicant should be able to demonstrate a good understanding of at least three of the following five areas: • IOM Life Industry Products and or Investment Platforms • UK Inheritance Tax • UK Chargeable Events • The uses of Trusts • Features of UK Pension schemes
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