Senior Consultant - Corporate Solutions- Accounting & Tax

Apex Group; Lisboa; Hybrid; EUR 45,000 - 65,000; Full time

Benefits offered by this job

Private health insurance

Hybrid working model

Meal allowance (€10.46 per day)

22 working days holiday

Job summary

Apex Group in Lisbon seeks a Senior Consultant for Corporate Solutions, focusing on accounting, financial reporting and tax compliance for local and international clients.

You will mentor junior staff and collaborate with clients, auditors and tax authorities while expanding the Corporate Solutions business in Portugal.

The role offers a hybrid model with opportunities for growth within a global, expanding organisation.

Qualifications

• Bachelor’s degree in Accounting, Finance or a related discipline.
• Certified Accountant (Contabilista Certificado) or actively progressing towards qualification.
• Strong exposure to Portuguese tax compliance and Portuguese GAAP.
• Experience preparing financial statements and statutory reporting.
• Fluent English, both written and spoken.

Responsibilities

• Manage accounting and bookkeeping for a portfolio of Portuguese and international clients.
• Review records to ensure compliance with Portuguese GAAP and regulatory requirements.
• Prepare and review monthly, quarterly and annual financial reports.
• Prepare and review statutory financial statements.
• Submit VAT, IRC, IES and other filings.
• Review and sign financial statements and tax returns as Contabilista Certificado where required.
• Develop relationships with clients and stakeholders.
• Mentor junior consultants and liaise with auditors and tax authorities.
• Identify process improvements to enhance service delivery.

Skills

Fluent English

Portuguese tax compliance

Advanced Excel

ERP systems

Analytical thinking

Stakeholder management

Attention to detail

Communication

Organisational skills

Education

Bachelor’s degree in Accounting/Finance

Certified Accountant (Contabilista Certificado) or in progress

Tools

ERP systems

Job description

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.

Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.

That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.

Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

For our business, for clients, and for you

Role: Senior Consultant - Corporate Solutions- Accounting & Tax

Role Location: Lisbon

Employment Type: Full time permanent

Role summary

As a Senior Consultant within our Corporate Solutions team, you will play a key role in delivering high-quality accounting, financial reporting and tax compliance services to a diverse portfolio of local and international clients. You will work closely with clients, support junior team members and contribute to the continued growth of Apex Group’s Corporate Solutions business in Portugal.

This is an excellent opportunity for a qualified accounting professional looking to broaden their exposure within a global organisation while developing their technical and client management skills.

Key Responsibilities

• Manage the accounting and bookkeeping activities for a portfolio of Portuguese and international clients.
• Review accounting records and ensure compliance with Portuguese GAAP and applicable regulatory requirements.
• Prepare and review monthly, quarterly and annual financial reports.
• Prepare and review statutory financial statements.
• Prepare and submit VAT, Corporate Income Tax (IRC), IES and other regulatory filings.
• Act as a Certified Accountant (Contabilista Certificado), including the review, signing and submission of financial statements, tax returns and other statutory obligations where required.
• Develop and maintain strong relationships with clients and external stakeholders.
• Support and mentor junior consultants, providing guidance and technical expertise.
• Liaise with auditors, tax authorities, banks and other third parties.
• Identify opportunities to improve processes and enhance service delivery.
• Ensure all client deliverables are completed accurately and within agreed deadlines.

Skills and qualifications required

Essential

• Bachelor’s degree in Accounting, Finance or a related discipline.
• Certified Accountant (Contabilista Certificado) or actively progressing towards qualification.
• Relevant accounting experience, including strong exposure to Portuguese tax compliance and Portuguese GAAP.
• Experience preparing financial statements and statutory reporting.
• Strong knowledge of Portuguese taxation, including IVA, IRC and IES.
• Advanced Microsoft Excel skills.
• Experience working with accounting and ERP systems.
• Fluent English, both written and spoken.
• Strong analytical and problem-solving skills.
• Excellent communication and stakeholder management abilities.
• Highly organised with strong attention to detail.

Desirable

• Experience working within an accounting outsourcing, professional services or corporate services environment.
• Exposure to international clients and multinational organisations.
• Experience reviewing the work of junior team members.

What you will get in return

• Private health insurance.
• Hybrid working model
• Meal allowance (€10.46 per day)
• 22 working days holiday + Public holidays
• Opportunities for professional development.
• Professional Development (CPD) and Study Guidance programs
• Positive and hospitable work environment.
• Opportunity to work with a global team.
• Exposure to all aspects of the business and cross-jurisdiction.
• A genuinely unique opportunity to be part of an expanding large global business + more

Additional information

We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences.

We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.

For more information on our commitment to Corporate Social Responsibility (CSR) please visit https://theapexgroup.com/csr-policy/

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.