Senior Consultant - Tax Financial Services
About the role
Your key responsibilities
As a Senior Consultant within Tax Financial Services (FS) team, you will:
- Support the delivery of tax advisory and compliance services for clients in the financial services industry, including banks, insurers, investment funds and fintechs.
- Assist in the preparation and review of tax returns, reporting obligations, and tax documentation for financial institutions.
- Perform tax technical research and contribute to the analysis of complex tax matters, including corporate income tax, VAT, withholding taxes, transfer pricing and financial instruments taxation.
- Participate in multidisciplinary projects related to regulatory changes, operational tax, cross‑border transactions, and tax risk management.
- Contribute to client deliverables, including memos, reports, presentations, and impact assessments.
- Support senior team members in managing engagements, coordinating fieldwork, and communicating with clients.
- Maintain strong client relationships through proactive communication and high‑quality service delivery.
- Stay up to date on tax legislation, regulatory developments, and industry trends affecting the financial sector.
Skills and attributes for success
- Strong analytical and problem‑solving skills.
- Ability to work effectively in a team, manage multiple tasks and meet deadlines.
- High attention to detail and commitment to quality in all deliverables.
- Strong written and verbal communication skills in English;
- Proficiency in Portuguese;
- Interest in the financial services industry and curiosity to learn.
To qualify for the role, you must have
- Degree in Law, Economics, Management, Finance, Accounting or a related field.
- 3–5 years of professional experience in Tax, preferably with a focus on Financial Services (Banking, Insurance, Asset Management).
- Solid understanding of corporate income tax and/or indirect tax concepts.
- Proficiency in Microsoft Office tools (Excel, PowerPoint, Word).
Ideally, You’ll Also Have
- Experience in a big four environment or a financial institution.
- Exposure to international tax matters or cross‑border projects.
What we look for
What working at EY offers
EY offers a competitive remuneration package commensurate with your work experience. Plus, we offer:
- Support, coaching and feedback from some of the most engaging colleagues around;
- Opportunities to develop new skills and progress your career;
- The freedom and flexibility to handle your role in a way that’s right for you.
If you can demonstrate that you meet the criteria above, please contact us as soon as possible.
The exceptional EY experience. It’s yours to build.
EY | Shape the future with confidence.
EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets. Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate. Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today. At EY, we're committed to providing recruitment and career opportunities to all, regardless of gender, sexual orientation, social background or disability. We believe that equality and diversity are central to our recruitment process, as they enhance creativity and efficiency, leading to improved performance and productivity. In line with this commitment, EY Portugal recently became a member of the Inclusive Community Forum. This initiative, led by Nova SBE, focuses on the recruitment of individuals with disabilities, advocating for a more inclusive community. Moreover, EY Portugal has also endorsed the Diversity Charter of APPDI (the Portuguese Association for Diversity and Inclusion), pledging to establish and develop internal policies and practices which support diversity. Through these initiatives, EY seeks to actively contribute to the inclusion process, and promote a more inclusive community for people with disabilities, by actively participating in creating solutions.
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Skills
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