Are you passionate about providing exceptional estate planning services?

Our client are 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.