Associate Director (Tax), Financial Planning

Davy; Dublin; On-site; EUR 100,000 - 140,000; Full time

Benefits offered by this job

Hybrid working

Health & wellbeing

Learning & development

Pension plan

Job summary

Davy in Ireland seeks an Associate Director (Tax) to join the Private Clients Financial Planning Team. You will lead tax planning and advisory services for high‑net‑worth individuals and corporate clients, drawing on pensions and investments.

You will collaborate with in‑house advisers, provide technical support, deliver client meetings, and help develop tax‑efficient wealth management strategies. A CTA and relevant qualifications are essential.

Qualifications

• Degree or Master’s level qualification.
• Minimum of two+ years’ post‑qualification client-facing experience.
• Strong knowledge of Irish tax; pensions and investments.
• Fully qualified CTA; additional qualifications are advantageous.
• Excellent written and verbal communication; proficient with MS Office.
• Self‑motivated, proactive and entrepreneurial mindset.
• Ability to work with stakeholders and build relationships.
• Meets Fitness & Probity standards.

Responsibilities

• Collaborate with the Financial Planning team to design tailored tax and investment solutions.
• Support development of tax-efficient wealth strategies for UHNW clients.
• Continuously enhance the firm’s service offering with holistic advice.
• Play a key role in promoting and marketing financial planning services.
• Build and maintain relationships with intermediaries and professional firms.
• Provide technical tax training to financial planners and advisers.
• Produce topical tax updates and ongoing guidance for advisers and clients.
• Ensure full compliance with Risk and Compliance frameworks and policies.

Skills

Tax planning

Private client

Client-facing

Pensions & investments

Communication skills

Stakeholder management

MS Office

Team collaboration

Education

Degree or Master’s

CTA qualification

Tools

Microsoft Word

Excel

Outlook

PowerPoint

Job description

About the role

An exciting opportunity has arisen for an Associate Director (Tax) to join the Financial Planning Team within Private Clients. In the role, the successful candidate will:

• This role focuses on delivering tax planning and advisory services to high-net-worth individuals and corporate clients.
• The successful candidate will have a strong interest in building a career within private client wealth management, leveraging their technical expertise to provide tailored, strategic advice.
• Working as part of a collaborative team of in-house financial planning specialists, the individual will provide technical support, contribute to client meetings, and partner closely with financial advisers to deliver comprehensive solutions.
• As part of a dynamic and forward-thinking team, the role requires strong project management and organisational skills, along with an innovative mindset, to drive effective outcomes for both existing clients and new business opportunities.

Key Responsibilities

• Collaborate with the Financial Planning team to design and deliver tailored financial planning and investment solutions for high-net-worth clients, drawing on expertise across pensions, taxation, and investments.
• Support the development of tax‑efficient wealth management strategies for UHNW families in partnership with clients’ tax and legal advisers, including advising on the taxation of investment solutions.
• Continuously enhance and innovate the firm’s service offering to ensure delivery of market‑leading, holistic advice.
• Play a key role in promoting and marketing the firm’s financial planning services.
• Build and maintain strong relationships with key intermediaries and professional service firms.
• Provide technical tax training to financial planners and advisers.
• Produce topical technical updates and ongoing tax guidance for advisers and clients.
• Ensure full compliance with all applicable Risk and Compliance frameworks, policies, and procedures.

About you

• Degree or Master’s level qualification.
• Minimum of two+ years’ post‑qualification experience in a client‑facing technical role, preferably within private client services.
• Strong knowledge of Irish tax, with a working understanding of pensions and investment products.
• Fully qualified Chartered Tax Adviser (CTA).
• Additional professional qualifications are advantageous (e.g. Trust and Estate Practitioner (TEP), Qualified Solicitor, Qualified Accountant, Certified Financial Planner (CFP), or Qualified Financial Adviser (QFA)).
• Excellent written and verbal communication and presentation skills.
• High level of proficiency in Microsoft Office applications, including Word, Excel, Outlook, and PowerPoint.
• Strong attention to detail and accuracy.
• Self‑motivated, proactive, and entrepreneurial mindset, with excellent planning and organisational abilities.
• Ability to work collaboratively as part of a team and effectively manage stakeholders, with a proven ability to build and maintain strong professional relationships.
• Meets Fitness & Probity standards as required.

Fitness & Probity

The position set out above is defined in the Fitness & Probity Standards issued by the Central Bank of Ireland as a “Controlled Function (CF)”. In compliance with the Fitness and Probity Standards applicable to your position, any offer of employment is conditional upon you demonstrating that you meet the Fitness & Probity Standards.

What we offer

At Davy, our people are our biggest investment. In today’s fast‑moving world, we know it’s important to feel secure and empowered. That’s why Davy benefits support you through all of life’s stages, offering health and wellness, flexible working options, a flexible benefits allowance, learning and development opportunities, and assisted retirement planning.

Health and Wellbeing

Psychological safety, emotional wellbeing and support are a priority at Davy. We offer a comprehensive Employee Assistance Programme (EAP) and mental health first aid. Our Sports & Social teams promote physical wellbeing and social connection.

Reward and Recognition

We offer a competitive remuneration package to include salary, bonus, pension and a host of additional benefits to protect you and your family when it matters most.

Growth and Development

Our award‑winning L&D function supports you and your growth at Davy. We offer a comprehensive range of professional and personal development opportunities. Our culture supports learning, and we encourage you to explore more at Davy.

Positive Workplace

Our workplace is inclusive, diverse, and offers everyone a sense of belonging. We are flexible and continue to support a hybrid working model. You will get to be your best at Davy.

Values and Culture

Exceptional client outcomes delivered by a world‑class team, underpinned by our core Davy values – One Team, Client Success, and Proud Legacy.

Appointment

Appointment to this role is subject to the candidate's eligibility to work in Ireland.

Equal Opportunity Employer

Davy is an equal opportunities employer, committed to fostering an inclusive and diverse workplace. We value diversity in both background and experience, and even if you don’t meet all of the requirements outlined in the job description, we still encourage you to apply. We review all applications received. As part of our commitment to creating an accessible environment, we want to ensure that everyone has an equal opportunity to participate in the interview process. If you require any reasonable accommodations, please let us know and we will do our best to make the necessary arrangements.