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Private Clients – Tax Manager

Private Clients – Tax Manager

Elevate PartnersDublin, Ireland
30+ days ago
Job type
  • Full-time
Job description

On behalf of a leading Asset & Wealth Mgmt firm in Dublin, we are looking to hire a Private Clients - Tax Manager. This position willincorporate the provision of tax and planning advice to high-net-worthindividuals and companies. The successful individual will have an interest indeveloping a career in private client wealth management using their technicalspecialist expertise. Responsibilities :

  • Work with the Financial Planning Team in developing financial planning and investment solutions for high-net-worth individuals incorporating knowledge of pension, tax and investment disciplines.
  • To assist in developing tax efficient solutions for the management of clients’ wealth in conjunction with their tax and legal advisors and with queries on taxation of investment solutions.
  • Develop relationships with key intermediaries and professional service firms.
  • Continuously innovate and enhance the service offering to ensure we are providing market leading holistic advice to clients.

Requirements

  • Degree or Masters level qualification in a business related discipline.
  • Minimum 4+ years’ experience within Tax. Prior client facing experience highly advantageous.
  • Member of the Irish Institute of Tax (Chartered Tax Advisor).
  • Comprehensive knowledge of Irish tax and some understanding of pensions and investments would be helpful.
  • Strong communication and presentation skills with an ability to work effectively as part of a team, and to manage key stakeholders across the business with the ability to develop key relationships.