Family Office Estate Planning Agent

Apply now

Family Office Estate Planning Agent

Taxture Amsterdam

Apply now

What is required?

  • Bachelor-Masters working and thinking level
  • 5-10 years experience
  • Affinity with family governance, heritage and compliance with Dutch law
  • Good command of the English language, both verbally and in writing
  • Good communication skills, being able to work independently and time management and strategic planning skills

What will you get?

  • 32 -40 hour working week
  • 8% holiday pay
  • 25 vacation days
  • Good training opportunities
  • All necessary, compulsory training and education in the field
  • Lunch
  • Friday borrels
  • Yearly Company Trip to a third country
  • Pension scheme (50% Taxture-%50 employer contribution)
  • Laptop, Mobile phone, Monitors, Keyboard, Noise-canceling headphones, and all office types of equipment needed, NS Business card

What will you do?

  • 30% Developing estate planning strategies
  • 25% Managing client relationships
  • 20% Advising clients
  • 15% Expanding client portfolios
  • 10% Ensuring compliance

This vacancy has been created based on interviews with employees to help you get a realistic preview of the job.

Vacancy

As a Family Office Estate Planning Agent at Taxture, you are responsible for leading the new Estate Planning department. Your role focuses on understanding and navigating the complexities of family governance, heritage and compliance with Dutch law. You will play an important role in developing strategies for wealth transfer across generations, managing international wealth mobility and succession planning. This involves carefully balancing asset management, risk mitigation, tax advisory and philanthropic efforts.

In your role, you are responsible for fostering relationships with both new and existing clients, understanding their individual needs, and providing tailored advice and consultation. Managing and expanding client portfolios is a key part of your job, requiring you to think independently and take initiative in shaping this new specialization within Taxture.

As a member of the Tax Advisory team, you are tasked with establishing and developing this new department. While you have the autonomy to lead and grow this new area, you will also collaborate with and be supported by a team of skilled advisors. This position offers a blend of independence and teamwork, placing you at the forefront of expanding Taxture's estate planning services.

If you enjoy the process of shaping a new department and find the challenge of embracing both its opportunities and complexities exciting, then this is the job for you.

Working week

Family Office Estate Planning Agent

On an enjoyable day, you bring in a new group of clients to Taxture, figuring out their specific financial and estate planning needs. You enjoy putting together personalized plans that really fit what they're looking for, making sure they blend smoothly into Taxture’s services.

On a less enjoyable day, you're busy coordinating the heavy workload of family office estate planning, dealing with detailed tasks and strict deadlines to keep everything on track for our clients.
  • 09:00
  • 10:00
  • 11:00
  • 12:00
  • 13:00
  • 14:00
  • 15:00
  • 16:00
  • 17:00
  • 18:00
  • 19:00
    • Lunch
    • Managing client relationships
    • Ensuring compliance
    • Meetings with clients
    • Performing other administrative tasks
    • Lunch
    • Technical tax discussion
    • Preparing meeting
    • Implementing insights from the meeting into current projects
    • Developing estate planning strategies
    • Internal consultation
    • Lunch
    • Developing estate planning strategies
    • Reviewing the week's work and planning for the upcoming week
    • Friday afternoon drinks
    • Meetings with clients

Firsthand experience

You're handling a high-net-worth family's portfolio and a legal challenge emerges in their estate planning. What do you do?

First, you'll need to get a detailed understanding of the legal issue. This involves researching and analyzing the relevant laws, like tax or inheritance regulations, especially if they involve international aspects. Your aim here is to fully grasp the problem and anticipate any future legal challenges.

Then, you move on to consulting with your clients. Here, you'll explain the situation, present all possible options, and their implications. It's important to communicate complex legal information clearly and effectively, helping clients understand and make informed decisions. Your role is to guide them to the best solution that aligns with their goals while adhering to legal requirements, thereby building trust and reinforcing your value in managing their estate planning needs.

Growth

Taxture strives to foster an environment where employees contribute to the company’s success while achieving significant career growth. Valuing their team as their most precious asset, Taxture invests in individual success and development through training, mentorship, performance reviews, and opportunities for innovation and networking. Employee success and company success are intertwined at Taxture, and they are committed to supporting their team in every step of their career journey.

Family Office Estate Planning Agent
Manager Director Partnership

Working at Taxture

Taxture is an international consulting firm that has been providing tax advice, tax compliance, and transfer pricing services to its clients since 2009. The Amsterdam-based firm has also added legal advisory services to its offerings, enabling Taxture-Tax and Legal Services to offer its clients a comprehensive, high-quality service concept.

Taxture is a member firm of Andersen Global in the Netherlands.

View company profile of Taxture
  • Taxture: office in Amsterdam
  • Taxture: approx. 50 employees in the Netherlands
  • Taxture approx. 65 employees worldwide
  • Taxture: business professional
  • Taxture: hybrid work options can be discussed
  • Andersen Global®: over 15,000 professionals worldwide
  • Andersen Global®: more than 2,000 global partners
  • Andersen Global®: presence in over 425 locations, operates in more than 170 countries

Colleagues

Photo of employee Didem
Photo of employee Frank

Didem (49) - Chief Financial Officer (CFO)

Why did you decide to work for this company?
This role presents an excellent opportunity for me to leverage my educational background and professional experience in a meaningful way, allowing me to contribute effectively to the organization’s goals while also advancing my own skills and career development.

What was your previous job?
Sales Monitoring Director in Retail Banking in one of the private banks

What do you do in your spare time?
My hobbies include reading, gardening, traveling, and cooking

Frank - Tax Consultant

Why did you decide to work for this company?
Taxture provides the opportunity to engage in challenging and intellectually stimulating work, with a diverse and intriguing portfolio of clients that allows for a rich professional experience and continual growth.

What was your previous job?
Tax advisor for small and medium-sized enterprises (SMEs)

What do you do in your spare time?
My hobbies include reading cooking

Interesting job?

Apply now
Back to top