Tax Assistant

JoiningHenley&Partners

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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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