Are you a financial adviser (or even Registered Investment Advisor) with experience looking after American expatriate clients? Are American expat taxes your thing?
Are you a recent college graduate looking to enter either the U.S. expat advisory or U.S. tax specialist advice industries?
Below we reveal some of the companies that are currently looking to hire people like you.
American Tax Returns Ltd, a West London-based firm of dually U.S.- and UK-qualified tax advisers which prepares both U.S. and UK tax returns, and which offers fee-based “joined-up” American and British tax advice, is looking to hire U.S. tax specialists who are interested in taking advantage of what it says is "an excellent opportunity to join and shape the direction of a fast-growing specialist firm."
The firm's clients include Americans in the U.K. of all ages and backgrounds and incomes, including a significant number of academics. In addition, American Tax Returns also helps people who are in the process of catching up with their U.S. filing requirements.
Dunhill Financial, a Brussels-based advisory firm which specializes in looking after American expatriate clients, is hiring, and says it is flexible about the location of the person it is looking to recruit.
What it is looking for, it says, is "a highly-motivated individual who can work independently and is a self-starter."
Other qualifications it says are "essential" include "extensive knowledge of the financial services industry"; a genuine "desire to help individuals navigate the unique aspects of cross-border financial planning"; "curiosity"; and a "drive to constantly improve and learn new things."
The role would see the successful applicant getting started by helping the firm's senior advisers with the onboarding of new clients, to get a better understanding of Dunhill's "niche market".
Over time, the applicant would begin to work more independently, with the ultimate goal being that they would build their own book of business and network, to ultimately begin act as an adviser to their own growing list of clients.
As reported here in September, Dunhill recently opened an outpost in Florida, its first outside of Belgium, to accommodate the growing numbers of its clients who were returning to the States after completing their overseas assignments in Europe.
Dunhill Financial is Securities and Exchange Commission-regulated, and in 2016 it became the first SEC-regulated member of the Federation of European Independent Financial Advisers, a London-based trade organization of advisory firms.
Thun Financial Advisors, a Madison, Wisconsin-based financial advisory firm founded in 2008 that looks after American clients in the U.S. as well as individuals of other nationalities around the world, is currently looking to hire an international investment adviser.
The ideal candidate would be an early- to mid-career professional "with an international background and a strong foundation in financial planning and investing," the company says.
The successful candidate would “already be familiar with the business of advising high net-worth individuals, families, trusts and foundations located outside and inside the United States on efficient portfolio management, wealth management, international taxation, estate planning and other aspects of international and cross-border financial planning,” the company adds.
It notes that the candidates it expects to interview and potentially hire for this role are likely to have at least some of the following qualifications – CFP, CFA, MBA, CPA and/or JD – and some background in private banking and/or wealth management; trust and estate planning; accounting and international tax, and U.S. citizenship taxation in particular.
Experience of having lived and worked outside the United States, and working with data analysis, search engine optimization and computer networking would also be a plus, as would having “a solid grasp of investment and portfolio management issues, the ability to work with and relate to people from many national backgrounds; excellent verbal and written communication skills; and advanced skills working with Microsoft's Excel program.”
More information about the company may be found by going to www.thunfinancial.com.