Tax Assistant

Henley & Partners - The Firm of Global Citizens®; Lisboa; Presencial; EUR 22 000 - 30 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Competitive compensation

Dynamic work environment

Resumo da oferta

Henley & Partners in Portugal seeks a Tax Assistant to support the Tax team in preparing and administering personal income tax matters for individual clients, ensuring accurate documentation and compliance with Portuguese tax requirements.

You will handle fiscal representation tasks, IRS-related document reviews, and client communications while collaborating with the Tax, Legal and Compliance teams to maintain organized records and timely responses.

Qualificações

• Degree in Accounting, Taxation, Management, Finance, or related field.
• 1–3 years of professional experience in accounting, finance, or administration.
• Basic knowledge of Portuguese taxation and accounting.
• Professional communication in English; Portuguese proficiency mandatory.
• Ability to handle confidential information and meet deadlines.

Responsabilidades

• Support maintenance and updating of the client registry for fiscal representation.
• Assist with registering and updating information on the AT Portal (Portal das Finanças).
• Monitor AT notifications and relevant tax deadlines.
• Assist in keeping client information up to date and documents organized.
• Coordinate with Tax, Legal and Compliance teams when required.
• Assist with collection and review of documents for IRS declarations.

Conhecimentos

Portuguese (native)

English (professional)

Attention to detail

Analytical skills

Team collaboration

Formação académica

Bachelor's in Accounting/Finance/Taxation

Descrição da oferta de emprego

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,andadynamicworkenvironmentthatencouragesgrowthandpersonaldevelopment.

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