Find Financial planning manager, tax associate director Jobs in Blackrock, D

Associate Director (Tax), Financial Planning
Davy —Dublin, County Dublin
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance program
Quick apply
1d
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Elwood Roberts —Dublin, County Dublin
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- Full-time
- Microsoft Office
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- Master's degree
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CPM Ireland —Dublin, County Dublin
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- Hybrid work
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Deloitte —Dublin, County Dublin
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Citi —Dublin, County Dublin
- €130,000 a year
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- €50,000–€70,000 a month
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Microsoft —Dublin, County Dublin
- €80,000–€136,400 a year
- Full-time
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Citi —Dublin, County Dublin
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SEAI —Dublin, County Dublin
- €76,202 a year
- Full-time
- Hybrid work
- No degree
- Accounting
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3d
Senior Manager: Strategy Advisory
Deloitte —Dublin, County Dublin
- €89,050 a year
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CitiService Director
Citi —Dublin, County Dublin
- €130,000 a year
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Operational Risk Senior Manager
Citi —Dublin, County Dublin
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Tax Transformation Consulting Senior Manager-Hybrid
Deloitte —Dublin, County Dublin
- €81,300 a year
- Full-time
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- ERP systems
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Corporate Tax Compliance Financial Services Assistant Manager-Hybrid
Deloitte —Dublin, County Dublin
- €60,600 a year
- Full-time
- Hybrid work
- Analysis skills
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- Communication skills
Global Financial Crimes Manager
Bank of America —Dublin, County Dublin
- Full-time
- Bachelor's degree
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Technical Program Manager, Longhaul Planning
Google —Dublin, County Dublin
- €118,000–€121,000 a year
- Full-time
- Bachelor's degree
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QA Engineer
Elwood Roberts —Dublin, County Dublin
- €40,000–€80,000 a month
- Full-time
- Computer Science
- Java
- SQL
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Director, Finance Transformation
KAYAK —DUBLIN 2, County Dublin
- Full-time
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4d

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Associate Director (Tax), Financial Planning

Davy -
Dublin, County Dublin

Quick apply

Job details

1 day ago

Benefits

Employee assistance program

Qualifications

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Microsoft Office
Master's degree
Project management
Presentation skills
Organisational skills
Communication skills

Full job description

At Davy, it’s the unique talents of all our people that have been the foundations of our success for 100 years. As we continue to grow, so do you. Because you are not just part of our team – you are a key player in shaping our future.

At Davy, you are the difference.

Established in 1926, the Davy Group sits at the heart of wealth and capital in Ireland, providing a broad range of services to high-net-worth individuals, self-directed investors, small-to-medium enterprises, credit unions, corporations, and domestic & international institutional investors.

Our culture is shaped around three values, which are at the heart of everything we do: client success, one Davy, and building a proud legacy. Sharing the same goals, we work together to deliver exceptional outcomes for our clients. As part of a team of over 900, you will be encouraged to learn and to grow, both professionally and personally.

About the role:

An exciting opportunity has arisen for an Associate Director (Tax) to join the Financial Planning Team within Private Clients. In the role, the successful candidate will:

This role focuses on delivering tax planning and advisory services to high-net-worth individuals and corporate clients.
The successful candidate will have a strong interest in building a career within private client wealth management, leveraging their technical expertise to provide tailored, strategic advice.
Working as part of a collaborative team of in-house financial planning specialists, the individual will provide technical support, contribute to client meetings, and partner closely with financial advisers to deliver comprehensive solutions.
As part of a dynamic and forward-thinking team, the role requires strong project management and organisational skills, along with an innovative mindset, to drive effective outcomes for both existing clients and new business opportunities.

Key Responsibilities

Collaborate with the Financial Planning team to design and deliver tailored financial planning and investment solutions for high-net-worth clients, drawing on expertise across pensions, taxation, and investments.
Support the development of tax-efficient wealth management strategies for UHNW families in partnership with clients’ tax and legal advisers, including advising on the taxation of investment solutions.
Continuously enhance and innovate the firm’s service offering to ensure delivery of market-leading, holistic advice
Play a key role in promoting and marketing the firm’s financial planning services
Build and maintain strong relationships with key intermediaries and professional service firms
Provide technical tax training to financial planners and advisers.
Produce topical technical updates and ongoing tax guidance for advisers and clients.
Ensure full compliance with all applicable Risk and Compliance frameworks, policies, and procedures.

Requirements

About you

We are looking for somebody who has the following background and skills:

Degree or Master’s level qualification
Minimum of two + years’ post-qualification experience in a client-facing technical role, preferably within private client services
Strong knowledge of Irish tax, with a working understanding of pensions and investment products
Fully qualified Chartered Tax Adviser (CTA)
Additional professional qualifications are advantageous (e.g. Trust and Estate Practitioner (TEP), Qualified Solicitor, Qualified Accountant, Certified Financial Planner (CFP), or Qualified Financial Adviser (QFA))
Excellent written and verbal communication and presentation skills
High level of proficiency in Microsoft Office applications, including Word, Excel, Outlook, and PowerPoint
Strong attention to detail and accuracy
Self-motivated, proactive, and entrepreneurial mindset, with excellent planning and organisational abilities
Ability to work collaboratively as part of a team and effectively manage stakeholders, with a proven ability to build and maintain strong professional relationships

Fitness & Probity

The position set out above is defined in the Fitness & Probity Standards issued by the Central Bank of Ireland as a “Controlled Function (CF)”. In compliance with the Fitness and Probity Standards applicable to your position, any offer of employment is conditional upon you demonstrating that you meet the Fitness & Probity Standards.

Benefits

What we offer

At Davy, our people are our biggest investment. In today’s fast-moving world, we know it’s important to feel secure and empowered. That’s why Davy benefits support you through all of life’s stages, offering health and wellness, flexible working options, flexible benefits allowance, learning and development opportunities, through to assisted retirement planning.

Health and Wellbeing

Psychological safety, emotional wellbeing and support are a priority at Davy. We offer a comprehensive Employee Assistance Programme (EAP) and mental health first aid. Our Sports & Social teams promote physical wellbeing and social connection.

Reward and Recognition

We offer a competitive remuneration package to include salary, bonus, pension and a host of additional benefits to protect you and your family when it matters most.

Growth and Development

Our award-winning L&D function supports you and your growth at Davy. We offer a comprehensive range of professional and personal development opportunities. Our culture supports learning, and we encourage you to explore more at Davy.

Positive Workplace

Our workplace is inclusive, diverse, and offers everyone a sense of belonging. We are flexible and continue to support a hybrid working model. You will get to be your best at Davy.

Values and Culture

Exceptional client outcomes delivered by a world class team, underpinned by our core Davy values – One Team, Client Success, and Proud Legacy.

Important Information

The position set out above is defined in the Fitness & Probity Standards issued by the Central Bank of Ireland as a “Controlled Function (CF)”, namely CF3, CF4. The role is also subject to the Minimum Competency Code and therefore there is a requirement to hold, or be willing to take the QFA exams. In compliance with the Fitness and Probity Standards applicable to your position, any offer of employment is conditional upon you demonstrating that you meet the Fitness & Probity Standards.

Davy is an equal opportunities employer, committed to fostering an inclusive and diverse workplace. We value diversity in both background and experience, and even if you don’t meet all of the requirements outlined in the job description, we still encourage you to apply. We review all applications received. As part of our commitment to creating an accessible environment, we want to ensure that everyone has an equal opportunity to participate in the interview process. If you require any reasonable accommodations, please let us know, and we will do our best to make the necessary arrangements.

Appointment to this role is subject to the candidate's eligibility to work in Ireland.

Where agency assistance is required, our Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to us by recruitment agencies will not be accepted for this role.

Davy Group is a member of the Bank of Ireland Group.

Quick apply

Refine Your Search

financial planning manager, tax associate director jobs in blackrock, d

Associate Director (Tax), Financial Planning

Financial Planning Manager

Financial Planning & Analysis (FP&A) Manager

Manager, Controllership, GFS

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Head of Data Intelligence, Director

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Tax Transformation Consulting Senior Manager-Hybrid

Corporate Tax Compliance Financial Services Assistant Manager-Hybrid

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Director, Finance Transformation

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