Private Client Tax Senior Associate

• Salary Competitive salary and benefits package
• Date Opened 16/03/2026
• Job Type Full time
• Work Experience 4-5 years
• City Dublin
• Province Dublin
• Country Ireland
• Postal Code D

Elevate Partners is a boutique Search Firm dedicated to Financial Services appointments across Europe. Covering sectors such as:
Are you ready to apply Make sure you understand all the responsibilities and tasks associated with this role before proceeding.

• Accounting and Finance
  
• Asset and Wealth Management
  
• Aircraft Leasing
  
• Energy and Infrastructure
  
• ESG and Sustainability
  
• Investment Banking
  
• Private Equity
  
• Risk and Compliance
  

We are currently partnering with a leading Wealth Management firm who are looking to hire a Private Client Tax Senior Associate to join their Financial Planning team. The successful candidate will work as part of a team of in-house financial planning experts to drive positive outcomes for existing clients and new prospects.

Responsibilities of this Private Client Tax Senior Associate Job:

• Create goals based financial plans incorporating pension, tax and protection disciplines to solve the clients financial needs.
• Engage with clients both personally and digitally in the end-to-end process from fact finding to presenting financial plans.
• Liaise with technical specialists within the team and Private Client Advisers in preparing and delivering financial plans, applying your built up knowledge and skills you will further acquire.
• Assist in the implementation of actions identified during the planning process including working with the firms clients external tax and legal advisors to ensure the clients financial planning objectives are met.
• Use internal cash flow modelling tools.

• Degree or Masters level qualification
• Member of the Irish Institute of Tax or partly qualified and looking to qualify
• Comprehensive knowledge of Irish tax, some understanding of pensions and investments is desirable
• An interest in developing a career in private client wealth management
• At least two years in a client facing technical role

For more information on this Private Client Tax Associate job or to discuss in more detail, contact Aoife Stokes at or apply directly below.