Tax Assistant

Henley & Partners; Almada; Presencial; EUR 25 000 - 38 000; Tempo integral

Resumo da oferta

Henley & Partners, a leading global citizenship and residency advisory firm, seeks a Tax Assistant to support the Tax team in preparing and administering personal income tax matters for individual clients in Portugal.

You will ensure accurate documentation, timely follow-up, and compliance with Portuguese tax requirements, while coordinating with Tax, Legal, and Compliance teams to maintain client records and deadlines.

Qualificações

• Must-have: degree in accounting/taxation/finance or related field.
• Basic knowledge of Portuguese taxation and/or accounting is preferred.

Responsabilidades

• Assist with fiscal representation management and maintain client registry.
• Support AT Portal registrations and monitor deadlines.
• Assist in preparing Modelo 3 and IRS annexes under supervision.
• Perform tax calculations, simulations and basic tax analysis.
• Respond to client queries and keep tax documentation up to date.

Conhecimentos

Attention to detail

Analytical skills

Problem solving

English communication

Teamwork

Proactive attitude

Formação académica

Degree in Accounting, Taxation, Management, Finance, Economics, or related field

Ferramentas

AT Portal

Descrição da oferta de emprego

Descrição do cargo

JoiningHenley&Partners

Astheleadingglobalcitizenshipandresidencyadvisoryfirmforovertwodecades,Henley&Partnershelpsclientsnavigatethecomplexlandscapeofinvestmentmigrationandcitizenshipplanning.

WhyChooseHenley&Partners?

GlobalImpact:

Makeadifferencebyhelpingindividualsandfamiliesaccessnewopportunitiesandsecureabrighterfuturethroughalternativecitizenshipandresidencyoptions.

Cutting EdgeExpertise:

Joinindustrypioneersprovidinginnovativesolutionsandexceptionalservicethroughanextensiveinternationalnetwork.

DynamicCulture:

Workinamulticulturalandinclusiveenvironmentwithover40officesworldwide,fosteringcollaborationandpersonalgrowth.

ContinuousLearning:

Benefitfromongoingprofessionaldevelopment,trainingprograms,andindustryconferencestoenhanceyourskills.

ImpactfulProjects:

Engageinhigh-profileprojectsthatshapethefutureofinvestmentmigrationandglobalmobility.

Work-LifeBalance:

Enjoyflexibleworkingarrangementsandbenefitsthatsupportyourwell-being.

...Butthat'senoughaboutus,let'stalkaboutyou!

The Tax Assistant will support the Tax team in the preparation and administration of personal income tax matters for individual clients, ensuring accurate documentation, timely follow-up, and compliance with Portuguese tax requirements.

Responsibilities:

Fiscal Representation Management (Representação Fiscal)

• Support the maintenance and updating of the client registry for fiscal representation.
• Assist with registering and updating fiscal representation information on the AT Portal (Portal das Finanças).
• Support the monitoring of AT notifications and relevant tax deadlines.
• Assist in keeping client information, tax status, and documentation up to date.
• Maintain organized records of mandates, identification documents, and other relevant documentation.
• Coordinate with the Tax, Legal, and Compliance teams when required.

Tax Support & IRS Preparation

• Assist with the collection and review of client documentation required for IRS declarations.
• Check documents for completeness and identify missing or inconsistent information.
• Support the preparation of Modelo 3 and relevant IRS annexes under the supervision of the Tax team.
• Assist with tax calculations, simulations, and basic tax analysis.
• Support the preparation of responses to requests and notifications from the Autoridade Tributária.
• Develop and maintain knowledge of Portuguese tax legislation, particularly IRS and foreign-source income.

Client Communication & Administration

• Follow up with clients regarding missing documentation and information.
• Assist in responding to basic client queries and elevate more complex tax matters when necessary.
• Communicate tax-related information clearly and professionally.
• Support clients with administrative matters related to the Portal das Finanças when required.
• Assist with the organization of invoicing and other administrative processes related to tax services.

Requirements:

• Degree in Accounting, Taxation, Management, Finance, Economics, or a related field.
• 1-3 years of professional experience, preferably in accounting, finance, administration, or a related field. Direct tax experience is not mandatory.
• Basic knowledge or academic understanding of Portuguese taxation and/or accounting.
• Basic familiarity with the AT Portal (Portal das Finanças) is an advantage.
• Strong attention to detail and organizational skills.
• Ability to work with confidential information responsibly.
• Good analytical and problem-solving skills.
• Professional communication skills in English.
• Portuguese language advanced to native level is mandatory.
• Proactive attitude, willingness to learn, and ability to work effectively as part of a team.

Joinourteamandbepartofanorganizationthatvaluesinnovation,fosterscollaboration,andbelievesinthepotentialofitsemployees. Weoffercompetitivecompensation,comprehensivebenefits,andadynamicworkenvironmenttha

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