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Technical advisor – wealth management

Dublin
beBeeTax
Technical advisor
Posted: 10 October
Offer description

Role Overview:

We are seeking a seasoned professional to join our team as a Tax & Pension Specialist. This role focuses on delivering high-quality technical advice and support across a range of tax and pension-related topics.

* Conduct in-depth research on Irish tax matters, including income tax, capital gains tax, exit tax, and capital acquisitions tax
* Provide comprehensive pension technical advice, including reviewing defined benefit pension projections
* Support estate planning initiatives through technical analysis and research
* Communicate with clients on general tax matters in collaboration with advisory teams
* Attend industry events and stay current on developments in tax and pension legislation
* Liaise with external professional advisors (e.g., legal, tax, actuarial) to ensure coordinated technical input
* Deliver expert technical advice to internal stakeholders across wealth planning topics

Requirements:

* Proven ability to interpret and apply complex tax and pension legislation
* Strong communication skills to distil technical concepts for non-specialist audiences
* Collaborative mindset with experience working across multidisciplinary teams
* A proactive approach to continuous learning and professional development

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