Tax Assistant

Joining Henley & Partners

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: Make a difference by helping individuals and families access new opportunities and secure a brighter future through alternative citizenship and residency options.

Cutting Edge Expertise: Join industry pioneers providing 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 to enhance your skills.

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!

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 escalate 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.

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.

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