Tax Planning Director, UHNW Private Wealth Advisory

PVH (Tommy Hilfiger/Calvin Klein); Dublin; Hybrid; EUR 90,000 - 130,000; Full time

Benefits offered by this job

Employee Assistance Programme

Mental health support

Flexible working options

Flexible benefits allowance

Learning & development

Assisted retirement planning

Job summary

Davy seeks an Associate Director (Tax) to join the Financial Planning Team within Private Clients. You will deliver tax planning and advisory services to high-net-worth individuals and corporate clients, requiring strong project management and an innovative mindset to drive outcomes for existing clients and new business.

In a collaborative team of in-house specialists, you will provide technical support, contribute to client meetings, and partner with financial advisers to deliver comprehensive

Qualifications

• Degree or Master's level qualification in a relevant field.
• Fully qualified Chartered Tax Adviser (CTA).
• Experience in private client services is preferred.

Responsibilities

• Collaborate with the Financial Planning team to design tax-efficient wealth solutions for UHNW clients.
• Support development of tax-efficient wealth management strategies with clients' advisers.
• Deliver technical updates and ongoing tax guidance for advisers and clients.
• Promote and market the firm's financial planning services.
• Maintain strong relationships with intermediaries and professional service firms.
• Provide technical tax training to financial planners and advisers.

Skills

Irish tax knowledge

Client-facing

Tax advisory

Project management

Stakeholder management

MS Office

Education

Degree or Master's

CTA ( Chartered Tax Adviser )

Professional qualifications advantageous

Job description

Davy seeks an Associate Director (Tax) to join the Financial Planning Team within Private Clients. You will deliver tax planning and advisory services to high-net-worth individuals and corporate clients, requiring strong project management and an innovative mindset to drive outcomes for existing clients and new business.

In a collaborative team of in-house specialists, you will provide technical support, contribute to client meetings, and partner with financial advisers to deliver comprehensive