Tax Associate

3 weeks ago


Dublin, Dublin City, Ireland Elevate Partners Full time

Our client, a leading Wealth Management firm are currently looking for a Tax Reporting Associate to their team.

In the role, the successful candidate will:

  • Ensure all client tax documents (Tax Pack, CIS Guide, Complex Guide & CGT statements) are sent in an accurate & timely manner in line with our clients risk and control environment.
  • Reconcile and return Dividend Withholding Tax, Irish Encashment Tax and US Backup withholding tax to the appropriate regulatory body on behalf of clients on an ongoing basis.
  • Produce and pay intermediary broker commissions on a monthly basis and any queries that may arise in relation to same.
  • Assist with preparation and recording of concise monthly Management Information and Control Reporting mechanisms as well as monthly OKR monitoring.
  • Maintain a high customer service focus at all time whenever dealing with internal or external relationships.
  • Meet and liaise with clients/advisors if required.


Requirements
  • An excellent knowledge of Excel, Word and Adobe Acrobat.
  • A record of providing excellent customer service.
  • Strong communication skills, both written and verbal.
  • Problem solving skills.
  • Experience of successfully working to tight deadlines.


Benefits

On offer is a competitive salary and benefits package as well as the opportunity to join a well-established firm.

For more information and to arrange a confidential phone call please contact Leah Deasy at



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