Private Client Tax Senior Associate

Company : Elevate Partners

Job Type : Full Time

Dublin, Ireland

Job Description - Private Client Tax Senior Associate

We are currently partnering with a leading Wealth Management firm who are looking to hire a Private Client Tax Senior Associate to join their Financial Planning team. The successful candidate will work as part of a team of in -house financial planning experts to drive positive outcomes for existing clients and new prospects.

Responsibilities of this Private Client Tax Senior Associate Job:

Create goals based financial plans incorporating pension, tax and protection disciplines to solve the clients financial needs.
Engage with clients both personally and digitally in the end -to -end process from fact finding to presenting financial plans.
Liaise with technical specialists within the team and Private Client Advisers in preparing and delivering financial plans, applying your built up knowledge and skills you will further acquire.
Assist in the implementation of actions identified during the planning process including working with the firms clients external tax and legal advisors to ensure the clients financial planning objectives are met.
Use internal cash flow modelling tools.

Requirements of this Private Client Tax Senior Associate Job:

Degree or Masters level qualification
Member of the Irish Institute of Tax or partly qualified and looking to qualify
Comprehensive knowledge of Irish tax, some understanding of pensions and investments is desirable
An interest in developing a career in private client wealth management
At least two years in a client facing technical role

This is an excellent opportunity for someone looking to develop their career in Wealth Management.

For more information on this Private Client Tax Associate job or to discuss in more detail, contact Aoife Stokes at [email protected] or apply directly below.

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Private Client Tax Senior Associate

Job Description - Private Client Tax Senior Associate

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