EY

Experienced Consultant – Tax Financial Services

EY

full-time

Posted on:

Location Type: Office

Location: Lisbon • Portugal

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Job Level

Junior

About the role

  • 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.

Requirements

  • Degree in Law, Economics, Management, Finance, Accounting or a related field.
  • 1–3 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).
Benefits
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Applicant Tracking System Keywords

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Hard Skills & Tools
tax advisorytax compliancetax returns preparationtax technical researchcorporate income taxVATwithholding taxestransfer pricingfinancial instruments taxationtax risk management
Soft Skills
client relationship managementcommunicationteam collaborationproactive service deliveryanalytical skills