Tax Manager

Henley & Partners - The Firm of Global Citizens®; Lisboa; Presencial; EUR 42 000 - 62 000; Tempo integral

Resumo da oferta

Henley & Partners - The Firm of Global Citizens® in Portugal seeks a Tax Manager to handle analysis, preparation, and submission of Personal Income Tax returns for individual clients. You will ensure accuracy, compliance, and timely delivery while communicating with clients.

The role requires direct communication with tax authorities, managing missing documentation, and coordinating invoicing. Strong Portuguese language skills are mandatory with professional English communication expected.

Qualificações

• Degree in Accounting, Taxation, Management or similar.
• 3+ years of IRS preparation experience.
• Experience with AT Portal (IRS, Representação Fiscal, NIF updates).
• Portuguese language advanced to native level.
• Professional English communication skills.

Responsabilidades

• Prepare and submit Personal Income Tax (IRS) returns for clients.
• Communicate with clients and follow up on missing documentation.
• Coordinate invoicing processes and ensure timely delivery of services.
• Interact with tax authorities and manage representations for clients.
• Maintain up-to-date knowledge of Portuguese tax legislation.

Conhecimentos

English proficiency

Attention to detail

Responsibility

Formação académica

Accounting/Taxation/Management degree

Ferramentas

AT Portal

IRS Representação Fiscal

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!

TheTaxManagerwillberesponsiblefortheanalysis,preparation,andsubmissionofPersonalIncomeTax(IRS)returnsforindividualclients,ensuringaccuracy,compliance,andtimelydelivery.Thisrolewillalsoincludedirectclientcommunication,follow-uponmissingdocumentation,clarificationoftaxmatters,andcoordinationofinvoicingprocesses.

Responsibilities:

FiscalRepresentationManagement(RepresentaçãoFiscal)

• Maintaintheregistryofallclientsforwhomthecompanyactsasfiscalrepresentative.
• RegisterandupdatefiscalrepresentativestatusontheATPortal(PortaldasFinanças).
• ActasintermediarybetweenclientsandtheTaxAuthority,ensuringallnotificationsarecorrectlyreceivedandhandled.
• Monitordeadlinesforrepresentedclients(IRS,IMI,IUC,VATifapplicable).
• Ensureclientaddresses,contacts,andtaxstatusareupdatedtopreventcomplianceissues.
• Maintaindocumentationprovingrepresentation(mandates,LOCs,identitydocuments).
• Coordinatewithlegalandcomplianceteamstoensureadherencetoregulatoryobligationsaroundfiscalrepresentation.

TaxAnalysis&Preparation(IRS)

• Reviewclientdocumentationforcompleteness(incomestatements,receipts,deductions,foreignincomedocuments,etc.).
• Analyzetaximplicationsforeachclientandidentifyapplicabledeductionsandtaxbenefits.
• PrepareandsubmitannualIRSdeclarations(Modelo3andannexes).
• Managesimulations,optimization,andscenariostomaximizeclienttaxefficiency.
• HandlecommunicationsfromAT(AutoridadeTributária),includingrespondingtonotifications,requestsforclarification,andcompliancematters.
• MaintainupdatedknowledgeofPortuguesetaxlegislation,especiallyregardingIRS,dependents,NHR/RNHregimes,andforeign-sourceincome.

ClientCommunication&Support

• Serveasprimarycontactforassignedclientsandrepresentednon-residents.
• RequestmissingdocumentationandensuretimelyIRSsubmission.
• Explaintaxoutcomes,payments,refunds,andcompliancestepsinclearandaccessiblelanguage.
• ProvidesupportforATaccountsetup(PortaldasFinançascredentials)anddigitalsignaturewhenneeded.

Requirements:

• DegreeinAccounting,Taxation,Management,orsimilar.
• ExperienceinIRSpreparationismandatory(3+years).
• ExperiencewithATPortal(IRS,RepresentaçãoFiscal,NIFupdates).
• ComfortablehandlingATnotificationsandrepresentingclients’interests.
• Excellentattentiontodetailandstrongsenseofresponsibility.
• ProfessionalcommunicationskillsinEnglish.
• Portugueselanguageadvancedtonativelevelismandatory.

Joinourteamandbepartofanorganizationthatvaluesinnovation,fosterscollaboration,andbelievesinthepotentialofitsemployees.Weoffercompetitivecompensation,comprehensivebenefits,andadynamicworkenvironmentthatencouragesgrowthandpersonaldevelopment.

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