Private Client Tax Consultant – Davy
Job posted date: 26 April 2024
Job location: County Dublin, Ireland
Job type: Full time, Hybrid
The Davy Group is Ireland’s leading provider of wealth management, asset management, capital markets and financial advisory services. You can read more about our growing company here: www.davy.ie
About us
From day one, you’ll notice there is something special about working at Davy. Our success is built on nearly 100 years of forging strong relationships with our clients and developing the careers of Ireland’s future business leaders.
Established in 1926, the Davy Group sits at the heart of wealth and capital in Ireland, providing a broad range of services to high-net-worth individuals, self-directed investors, small-to-medium enterprises, credit unions, corporations, and domestic & international institutional investors.
Our culture is shaped around three values, which are at the heart of everything we do: client success, one Davy, and building a proud legacy. Sharing the same goals, we work together to deliver exceptional outcomes for our clients. As part of a team of over 900, you will be encouraged to learn and to grow, both professionally and personally.
An exciting opportunity has arisen for a Private Client Tax Consultant to join the Financial Planning Team within Private Clients. The position would suit someone who has just completed their AITI qualification or is partly qualified and is looking to complete it.
The successful candidate will have an interest in developing a career in private client wealth management using their technical specialist expertise. You will work as part of a team of in-house financial planning experts (financial planners, pension specialists, protection specialists) with the client’s dedicated investment adviser to drive positive outcomes for existing clients and new prospects. This position will require you to use your technical expertise to highlight the tax considerations for high-net-worth individuals and families as part of the financial planning process.
The successful candidate will be interested in business development and identifying ways in which the Davy wealth management offering can be refined.
Key responsibilities of this position will include:
- Work with the Financial Planning Team to prepare the client’s financial plan (with a particular focus on the client’s taxation and structuring concerns)
- Work in partnership with our team of advisers to deliver a tailored financial planning solution to our clients
- Work with our clients’ external tax and legal advisors to ensure the client’s financial planning objectives are met
- Develop relationships with key intermediaries and professional service firms
- Continuously innovate and enhance the service offering to ensure we are providing market leading holistic advice to clients
- Play a central role in the promotion and marketing of the financial planning service at Davy
- Work with Davy’s external tax advisers to achieve technical sign off for new products.
What we offer
We offer a range of benefits and experiences to support your professional and personal growth, whatever your career stage. Our benefits are not just a number. Yes, we offer competitive salary, annual performance-related discretionary bonus, annual flexible benefits, employer pension contribution, and multiple insurance coverage. But more than that, we focus on developing our people to be their best, professionally and personally.
Training support provided by award-wining Learning & Development Team, extensive sports & social programmes (including free on-site gym & fitness studio), flexible working options, employee assistance programme, enhanced leave options, and social & community care initiatives are just some of the ways our people can empower themselves to be their best.
Requirements
- An interest in developing a career in private client wealth management
- Degree or Masters level qualification
- At least 5 year’s experience in a client facing technical role
- Comprehensive knowledge of Irish tax. Some understanding of pensions and investments is desirable.
- Member of the Irish Institute of Tax (Chartered Tax Advisor) or partly qualified and looking to qualify.
- Further professional qualification would be desirable (e.g. Trust and Estate Practitioner, Qualified Solicitor, Qualified Accountant, Certified Financial Planner (CFP), Qualified Financial Adviser (QFA)
- Strong communication and presentation skills, in both a written and verbal context
- A high level of proficiency in MS Word, Excel, Outlook and PowerPoint
- Excellent attention to detail
- Self-motivated and entrepreneurial in nature with strong planning and organisational skills, including the ability to manage large projects to a successful outcome
- An ability to work effectively as part of a team, and to manage key stakeholders across the business with the ability to develop key relationships
The position set out above is defined in the Fitness & Probity Standards issued by the Central Bank of Ireland (“Fitness & Probity Standards”) as a “Controlled Function (CF)”, namely CF3, CF4 & CF7. The role is also subject to the Minimum Competency Code. In compliance with the Fitness and Probity Standards, any offer of employment is conditional upon you demonstrating that you meet the Standards.
Important Information
Davy is an equal opportunities employer and we are committed to fostering an inclusive workplace. We value diversity both in background and in experience. You might not meet all of the requirements outlined in the above job description, but we would still like to hear from you. We review all applications received.
Appointment to this role is subject to the candidate's eligibility to work in Ireland.
Where agency assistance is required, our Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to us by recruitment agencies will not be accepted for this role.
Please click on this link to apply
Davy Group is a member of the Bank of Ireland Group.
