Tax Specialist

Tax Specialist – Wealth Management

About Goodbody

Goodbody is a leading financial services firm, committed to serving and growing client relationships for 150 years. We are a full service, investment-led business offering wealth management, asset management, investment banking and private equity services. Our staff of over 400 work in offices across Dublin, London, Cork and Galway. We’re proud to offer prospective employees a professional, collegial work environment that encourages diversity of thought and background. Our reputation in the Irish market for putting customers first is as consistent as the company’s long-standing commitment to giving back to the communities that we work in.

About the Tax Specialist Role

The Tax Specialist plays a pivotal role within Goodbody Wealth Management – Technical Support Services, supporting high‑quality client outcomes across the firm’s financial planning and advisory propositions. The role focuses on the delivery of sophisticated tax and financial planning expertise to High‑Net‑Worth and Ultra‑High‑Net‑Worth clients and their advisers.

You will support Goodbody Wealth Management’s mission to deliver exceptional, compliant and client‑centric advice by contributing technical insight, strategic thinking and collaborative support to Financial Planning Specialists, Strategic Advisors and other teams across the business.

This is a permanent, high‑impact technical role that combines deep tax knowledge, client interaction and business development.

You will report directly to the Head of Tax and play a pivotal role in the evolution of Goodbody’s financial planning offering

Tax Specialist Accountabilities include:

Client Planning & Technical Delivery

• Coordinate, prepare and review comprehensive Financial Plans for HNW and UHNW clients, ensuring high technical accuracy and clear communication of tax impacts.
• Produce tax‑related and financial‑planning‑related written material for investment proposals, reports and client‑facing documents.
• Maintain and further develop the firm’s technical aids, guidance materials and complex investment structure tools.
• Attend client meetings as a subject‑matter expert, translating complex tax issues into actionable, client‑friendly insights.
• Business development activities - working with Goodbody Brand and other relevant parts of Goodbody.
• Development of business relationships with introducer/referral network, prospective clients, clients' advisors and family offices.
• Working with and supporting Financial Planning Specialists and Strategic Advisors in meeting FPU & FUM targets and goals.
• Strategic development of financial planning service offering.
• Support to the business on tax related matters.

Regulatory, Operational & Technical Excellence

• Demonstrate deep technical understanding of CPC‑related and other regulatory requirements relevant to tax and financial planning activities.
• Apply high ethical and professional standards in all client interactions, consistent with Goodbody’s values and regulatory obligations.
• Ensure that tax analysis and guidance are delivered to the highest standards of technical accuracy, governance and documentation requirements.

Qualifications and Experience

Professional & Academic Requirements

The successful candidate will hold relevant third‑level and professional qualifications. The following are considered particularly suitable:

• Business, financial or investment‑related third‑level qualification.
• Chartered Tax Adviser (CTA) or STEP qualification; ACA is an advantage.
• QFA and/or CFP qualifications.

If you meet most of these criteria and are excited about the role, we encourage you to apply.

Experience

• Minimum 10 years’ tax experience within practice, advisory or financial services.
• Experience advising clients on pensions, retirement planning, estate planning and protection is advantageous.
• Strong digital literacy including MS Office, CRM systems, Zoom, and preferably financial planning tools such as Voyant.

Ideal Characteristics

We are seeking an ambitious, motivated professional who demonstrates:

• Innovative and solution-oriented, capable of challenging existing approaches and contributing new perspectives.
• Proven ability to deliver tangible outcomes through personal initiative and technical excellence.
• A strong team orientation, thriving in a dynamic environment with multiple stakeholders and evolving client needs.
• Strong relationship‑building capability across multidisciplinary teams.
• Ability to build and manage a network, generate opportunities and engage confidently with professional advisers and introducers.
• High levels of digital literacy, analytical ability and attention to detail.
• Exceptional communication and presentation skills with a commitment to delivering client‑centric outcomes.
• Commitment to the highest ethical and professional standards in client work and internal collaboration.

Diversity & Inclusion

• Goodbody is committed to achieving gender balance in leadership and actively support women in advancing their careers.
• Goodbody inclusive recruitment and career development practices.
• We support flexible work practices that enable colleagues to balance professional ambition with life outside work.

Benefits

• Competitive package with risk-adjusted incentives.
• Comprehensive benefits and professional development support, including access to leadership development programs and education sponsorship.

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 Goodbody by recruitment agencies will not be accepted for this role. Goodbody operates a direct sourcing model and where agency assistance is required, the HR team will engage directly with our recruitment partners.

 Employee Value Proposition

Goodbody is focused on helping our employees thrive, and we do this by bringing to life our Employee Value Proposition (EVP) ‘Together we prosper’. Our firm’s purpose is to create long-term prosperity, and we cannot execute on our purpose without the right talent at Goodbody. To make sure we attract and retain industry-leading, passionate and inspiring talent, we’ve built a vibrant culture based on inclusion, opportunities to grow and a commitment to ‘do the right thing’, one of our core values. We live this by offering:

• Regular employee events through our universal inclusion programme fostering a sense of belonging and celebrating differences. And an ‘always on’ approach to social, financial, mental and physical wellbeing. 
• A benefits package that includes a generous pension scheme, educational sponsorship and health insurance, along with a hybrid working model to promote better work/life balance
• Opportunities to give back through sustainability initiatives, volunteering and on-site and online meetings with our charity partners

Goodbody is an equal opportunities employer and is committed to fostering an inclusive workplace which values and benefits from the diversity of our workforce.  Reasonable accommodations are offered at every stage of our recruitment process. Should you have a reasonable accommodation request please include a note in your application or email us directly at HR@Goodbody.ie 

Please read the Goodbody Recruitment Privacy Notice. By submitting your personal data to us, you acknowledge that you have read and understood this Privacy Notice and agree to the use of your personal data in line with this. We will only use the information that we collect about you lawfully in accordance with the Data Protection Acts, 1988 and 2003 and the EU General Data Protection Regulation (GDPR).

Goodbody Stockbrokers UC, trading as Goodbody, is regulated by the Central Bank of Ireland. In the UK, Goodbody is also subject to regulation by the Financial Conduct Authority. Goodbody is a member of Euronext Dublin and the London Stock Exchange. Goodbody is a member of the group of companies headed by AIB Group plc.

For AIB Employees: Please note there are specific controls in place for transfers between AIB and Goodbody. Goodbody is part of AIB Group and you must inform your AIB line manager and HR BP in advance of making an application to Goodbody.