Tax Associate

Henley & Partners - The Firm of Global Citizens®; Portugal; On-site; EUR 30,000 - 45,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits

Dynamic work environment

Job summary

A leading global advisory firm in Portugal is seeking a skilled Tax Associate to analyze and prepare Personal Income Tax returns for individual clients. The role includes direct communication with clients, handling documentation, and ensuring compliance with Portuguese tax laws. Ideal candidates should have a degree in Accounting or related fields and 1-3 years of experience in IRS preparation. Fluency in Portuguese is mandatory. The firm offers competitive compensation and a collaborative work environment.

Qualifications

• 1-3 years of experience in IRS preparation is mandatory.
• Comfortable handling AT notifications and representing clients' interests.
• Excellent attention to detail and strong sense of responsibility.

Responsibilities

• Analyze, prepare, and submit Personal Income Tax returns for individual clients.
• Communicate directly with clients for documentation follow-up and tax matters.
• Review client documentation for completeness and analyze tax implications.

Skills

Attention to detail

Client communication skills

Portuguese language proficiency

Professional communication skills in English

Education

Degree in Accounting, Taxation, Management, or similar

Job description

Join to apply for the Tax Associate role at Henley & Partners - The Firm of Global Citizens®

As the leading global citizenship and residency advisory firm for over two decades, Henley & Partners helps clients navigate the complex landscape of investment migration and citizenship planning.

Why Choose Henley & Partners?

• Global Impact: Help individuals and families access new opportunities through alternative citizenship and residency options.
• Cutting‑Edge Expertise: Provide innovative solutions and exceptional service through an extensive international network.
• Dynamic Culture: Work in a multicultural and inclusive environment with over 40 offices worldwide, fostering collaboration and personal growth.
• Continuous Learning: Benefit from ongoing professional development, training programs, and industry conferences.
• Impactful Projects: Engage in high‑profile projects that shape the future of investment migration and global mobility.
• Work‑Life Balance: Enjoy flexible working arrangements and benefits that support your well‑being.

...but that's enough about us, let's talk about you!

Tax Associate – Responsibilities

Will be responsible for the analysis, preparation, and submission of Personal Income Tax (IRS) returns for individual clients, ensuring accuracy, compliance, and timely delivery. Includes direct client communication, follow‑up on missing documentation, clarification of tax matters, and coordination of invoicing processes.

• Maintain the registry of all clients for whom the company acts as fiscal representative.
• Register and update fiscal representative status on the AT Portal (Portal das Finanças).
• Act as intermediary between clients and the Tax Authority, ensuring all notifications are correctly received and handled.
• Ensure client addresses, contacts, and tax status are updated to prevent compliance issues.
• Maintain documentation proving representation (mandates, LOCs, identity documents).
• Coordinate with legal and compliance teams to ensure adherence to regulatory obligations around fiscal representation.

Tax Analysis & Preparation (IRS)

• Review client documentation for completeness (income statements, receipts, deductions, foreign income documents, etc.).
• Analyze tax implications for each client and identify applicable deductions and tax benefits.
• Prepare and submit annual IRS declarations (Modelo 3 and annexes).
• Manage simulations, optimization, and scenarios to maximize client tax efficiency.
• Handle communications from AT (Autoridade Tributária), including responding to notifications, requests for clarification, and compliance matters.
• Maintain updated knowledge of Portuguese tax legislation, especially regarding IRS, dependents, NHR/RNH regimes, and foreign‑source income.

Client Communication & Support

• Serve as primary contact for assigned clients and represented non‑residents.
• Request missing documentation and ensure timely IRS submission.
• Explain tax outcomes, payments, refunds, and compliance steps in clear and accessible language.
• Provide support for AT account setup (Portal das Finanças credentials) and digital signature when needed.

Requirements

• Degree in Accounting, Taxation, Management, or similar.
• Experience in IRS preparation is mandatory (1–3 years).
• Comfortable handling AT notifications and representing clients’ interests.
• Excellent attention to detail and strong sense of responsibility.
• Professional communication skills in English.
• Portuguese language advanced to native level is mandatory.

Join our team and be part of an organization that values innovation, fosters collaboration, and believes in the potential of its employees. We offer competitive compensation, comprehensive benefits, and a dynamic work environment that encourages growth and personal development.

If you are seeking a challenging yet rewarding opportunity where your ideas can make a real impact, we invite you to apply today.

Other Information

• Seniority level: Associate
• Employment type: Full‑time
• Job function: Consulting

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