Overview
Do you have a passion for helping others navigate complex international transitions? Leverage your legal or accounting expertise and language skills to guide high-value clients through the intricacies of relocating to Lisbon!
We are seeking a highly skilled and empathetic professional to join our team as a Tax & Relocation Specialist. In this client-facing role, you will be responsible for building strong relationships with clients, understanding their individual relocation needs, and providing expert guidance on a range of key considerations, including:
- International Tax Implications: Providing clear and accurate information on tax regulations, obligations, and planning strategies in Portugal.
- Real Estate Acquisition: Guiding clients through the process of buying or renting property, including legal and financial aspects.
- Financial Planning: Offering insights and advice on banking, investments, and other financial matters related to relocation.
- General Relocation Support: Addressing a wide range of client questions and concerns related to settling into Lisbon.
Responsibilities
- Serve as the primary point of contact for clients, building strong and trusting relationships.
- Conduct consultations to understand clients\' unique relocation needs and financial situations.
- Provide expert guidance on tax implications, real estate acquisition, and other key relocation considerations.
- Collaborate with internal and external partners to provide comprehensive support to clients.
- Stay up-to-date on relevant laws, regulations, and best practices.
What You\'ll Bring To The Table
- Fluency in Russian and Hebrew is essential.
- A law degree (JD/LLB) or accounting certification (CPA/Chartered Accountant) is required.
- Proven expertise in international tax law or personal finance.
- Excellent communication, interpersonal, and problem-solving skills.
- Strong empathy and a genuine desire to help others.
- Experience working with high-net-worth individuals is a plus.
- Familiarity with Portuguese law and culture is an asset.
Benefits
- Live and work in beautiful Lisbon: Enjoy a vibrant culture, stunning scenery, and a high quality of life.
- Work with a diverse clientele: Interact with clients from around the world.
- Make a meaningful impact: Help individuals and families navigate a major life transition.
- Utilize your legal or accounting expertise: Apply your knowledge in a dynamic and client-focused environment.