Private Client Tax Manager

At Cornmarket, we look after the financial wellbeing of public servants and their families. We’ve been focused on public sector employees for over 50 years, learning how to bring our clients the best financial services – from car, home, tax, health and life insurance, to income protection, retirement planning and beyond.

Role Purpose

As the Private Client Tax Manager, you will be responsible for building and leading Cornmarket’s estate planning offering. This a new service that Cornmarket is developing for its customer base.

You will be responsible for end-to-end client engagement from leads management to the delivery of the estate planning products. This a key leadership role for Cornmarket as we seek to expand the financial advisory services offered to new and existing customers. The successful applicant will be an experienced client tax advisor focusing on preparing tax plans for client’s estates, discussing tax planning options with clients, and the submission of the relevant tax returns.

Ideally the successful candidate will be CTA and STEP qualified and be able to bring a wealth of experience to the Cornmarket Tax Return Services team.

Accountabilities of the Role

Provision of value-add estate planning advice.

Preparation of CAT returns.

Provision of advice on the fair deal scheme.

Provision of advice on the construct of trusts.

Liaise with the Revenue on behalf of clients.

End to end process delivery design.

Training of Tax Advisors.

Building a relationship with Financial Advisors.

Presenting at financial advice seminars.

Having a professional and empathetic approach to customer queries.

Complying with risk control and regulatory requirements that are relevant to this role.

Maintaining commercial awareness relevant to this role.

Skills & Knowledge Required

Experience developing tailored estate plans maximising the benefit to the customer

CTA qualification from The Irish Tax Institute

Ideally a member of STEP Ireland

Knowledge of the relevant tax laws

Strong analytical and problem solving skills

Ability to work towards deadlines and work under pressure

Knowledge of risk control & regulatory environment

What We Can Offer You?

Flexible working from home options as part of our Cornmarket Flex ways of working

Significant investments in your professional development (e.g. insurance qualifications, tax qualifications and other professional qualifications relevant to your role)

Annual leave (increases based on service)

Flexi leave (option to take additional annual leave)

Health insurance or wellness subsidy

Fully paid family leave types (maternity/paternity/surrogacy)

Performance based bonus/commission

Income protection

Life cover

Discounts on financial products

Employee Assistance Programme

Active Sports & Social Club

Empathy for client needs

Strong written and verbal skills

Excellent interpersonal and communication skills

Confident manner

Excellent organisational skills

Ambition and drive to succeed

Equal Opportunities and Data Privacy Notice

Cornmarket is committed to building an inclusive workplace environment, We’re proud to be an equal opportunity employer, striving to create a welcoming environment. All qualified applicants will be considered for employment without regard to age, disability, ethnic background, family status, gender identify or expression, martial status, membership of the Traveller Community, national origin, race, religion, sexual orientation.

We are also committed to providing reasonable accommodations to qualified individuals with disabilities in the employment application process. To request an accommodation, please contact our Talent Acquisition Team.

Are you eligible to work in Ireland on a permanent basis?

What are your salary expectations for the role?

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