Salary Competitive salary and benefits packageDate Opened 16/03/2026Job Type Full timeWork Experience 4-5 yearsCity DublinProvince DublinCountry IrelandPostal Code DAbout UsElevate Partners is a boutique Search Firm dedicated to Financial Services appointments across Europe. Covering sectors such as:Accounting and FinanceAsset and Wealth ManagementAircraft LeasingEnergy and InfrastructureESG and SustainabilityInvestment BankingPrivate EquityRisk and ComplianceJob DescriptionWe are currently partnering with a leading Wealth Management firm who are looking to hire a Private Client Tax Senior Associate to join their Financial Planning team. The successful candidate will work as part of a team of in-house financial planning experts to drive positive outcomes for existing clients and new prospects.Responsibilities of this Private Client Tax Senior Associate Job:Create goals based financial plans incorporating pension, tax and protection disciplines to solve the clients financial needs.Engage with clients both personally and digitally in the end-to-end process from fact finding to presenting financial plans.Liaise with technical specialists within the team and Private Client Advisers in preparing and delivering financial plans, applying your built up knowledge and skills you will further acquire.Assist in the implementation of actions identified during the planning process including working with the firms clients external tax and legal advisors to ensure the clients financial planning objectives are met.Use internal cash flow modelling tools.Requirements of this Private Client Tax Senior Associate Job:Degree or Masters level qualificationMember of the Irish Institute of Tax or partly qualified and looking to qualifyComprehensive knowledge of Irish tax, some understanding of pensions and investments is desirableAn interest in developing a career in private client wealth managementAt least two years in a client facing technical roleThis is an excellent opportunity for someone looking to develop their career in Wealth Management.For more information on this Private Client Tax Associate job or to discuss in more detail, contact Aoife Stokes at astokes@elevatepartners.ie or apply directly below.
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