Job Overview.

Experience: 7-9 YearsSector: Tax

Our client is a well recognised national brand who are creating a new Private Client service line and seeking a dynamic Lead Private Client Tax Consultant to head up the new team. This key leadership role involves managing client engagements from initial contact to the delivery of comprehensive estate planning solutions.

The business has an excellent network and client base nationally and a Tax Compliance team already in place. The platform is set for the right candidate to build a substantial service line.

Key Responsibilities

  • Deliver end-to-end estate planning services, from initial client consultations to the preparation and submission of CAT returns
  • Provide expert advice on the structuring of trusts
  • Represent clients in communications with the Revenue
  • Design and implement efficient process delivery systems
  • Train and mentor Tax Advisors, fostering their professional growth
  • Build and maintain strong relationships within the business
  • Promote the estate planning offering at relevant events
  • Ensure compliance with all relevant risk control and regulatory requirements.
  • Maintain up-to-date commercial awareness relevant to estate planning and tax advisory services.

Candidate Profile

  • Proven experience in developing tailored estate plans
  • CTA qualification from The Irish Tax Institute

If you are a seasoned tax advisor with a passion for providing exceptional estate planning services and are ready to take on a leadership role, we would love to hear from you.


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