Senior Tax Manager

4 weeks ago


Ireland Phoenix Recruitment Limited Full time

Are you passionate about providing exceptional estate planning services?

Our client is seeking a dedicated and experienced Private Client Tax Manager to build and lead a new estate planning offering. This is an exciting opportunity to take on a key leadership role and expand our financial advisory services to new and existing customers.

Key Responsibilities:

  • Deliver comprehensive estate planning advice.
  • Prepare Capital Acquisitions Tax (CAT) returns.
  • Provide guidance on the Fair Deal scheme.
  • Advise on the creation and management of trusts.
  • Represent clients in communications with the Revenue.
  • Design and implement end-to-end process delivery.
  • Mentor and train Tax Advisors.
  • Develop strong relationships with Financial Advisors.
  • Conduct presentations at financial advice seminars.
  • Address customer queries with professionalism and empathy.
  • Ensure compliance with all relevant regulatory and risk control requirements.
  • Stay informed about market trends and commercial developments relevant to the role.

The Person:

  • Proven experience in developing customized estate plans that maximize benefits for clients.
  • CTA qualification from The Irish Tax Institute.
  • Membership in STEP Ireland is an advantage.
  • In-depth knowledge of applicable tax laws.
  • Strong analytical and problem-solving abilities.
  • Ability to meet deadlines and perform well under pressure.
  • Understanding of risk control and regulatory environments.
  • Strong commercial awareness.
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