Senior Tax Consultant - Financial Services (fatca/crs/qi) | Lisboa

Senior Tax Consultant - Financial Services (FATCA/CRS/QI) | Lisboa

Location: Lisbon

Salary: Competitive

Date: Sep 18, 2025

Job Description

As a Senior Consultant focused on FATCA, CRS, QI, and other exchange of information regimes introduced by EU Directives, you will be integrated in the Tax team focused on Financial Services sector and help clients enhance their tax functions by reducing inefficiencies, mitigating risks, and seizing opportunities. Join a fantastic global team dedicated to developing sustainable tax strategies, assessing, and improving tax processes, implementing robust controls, and fostering effective relationships with tax authorities.

Key Responsibilities

• Deliver a comprehensive range of tax services tailored to FATCA, CRS, QI, DAC6, and DAC7 compliance for clients in the financial services sector (Banking, Insurance, Capital Markets, Asset Management) with a commitment to efficiency and quality.
• Assist in the creation, implementation, and maintenance of comprehensive tax policies and procedures specifically addressing FATCA and CRS requirements, ensuring alignment with local and global regulations;
• Provide detailed tax reporting, analysis, and validation services, focusing on compliance with DAC6 and DAC7 reporting obligations;
• Define, develop, and implement effective tax and reporting solutions that comply with both local and global regulations, including risk assessment frameworks for FATCA and CRS;
• Support the establishment, monitoring, evaluation, and interpretation of tax data, ensuring accurate reporting and compliance with international tax standards;
• Aid in the implementation of key regulatory requirements and guidelines related to FATCA, CRS, QI, DAC6, and DAC7, keeping clients informed of changes in legislation and best practices;
• Identify risks and opportunities for improvement within tax functions, particularly in relation to compliance and reporting processes;
• Support team management and contribute to a collaborative work environment, ensuring that all team members are informed of regulatory changes and compliance requirements;
• Build and maintain professional and trusting relationships with clients and colleagues, fostering a flexible and team-oriented culture;
• Mentor and coach junior team members, leading by example and sharing best practices;
• Understand EY's service lines and actively explore ways to enhance client service, particularly in the context of international tax compliance.

Skills and Attributes for Success

• In-depth technical knowledge of FATCA, CRS, QI, DAC6, and DAC7 regulations and their implications for financial services;
• Strong attention to detail and rigor in work, particularly in compliance and reporting;
• Excellent analytical and problem-solving abilities, with a focus on identifying compliance risks and opportunities;
• A strong work ethic and commitment to quality in delivering tax services;
• Ability to manage multiple projects and present information clearly and concisely, particularly in the context of regulatory reporting;
• Professional integrity, confidentiality, and responsibility;
• Innovative and efficient approach to teamwork;
• Resourceful and able to thrive under pressure;
• Business acumen and a commercial mindset.

Qualifications

• Academic background in Law, Tax, Business, Economics, or related fields;
• Minimum of 3 to 4 years of professional experience in a Tax/Compliance role, primarily within Financial Services;
• Strong understanding of local and global tax requirements;
• Experience working in multicultural projects and environments;
• Fluent in both Portuguese and English, with excellent written and verbal communication skills.

What We Look For

Highly motivated individuals with excellent problem-solving skills and the ability to prioritize shifting workloads in a rapidly changing industry. An effective communicator, you'll be a confident team player equipped with strong people management skills and a genuine passion to make things happen in a dynamic organization. If you're ready to take on a wide range of responsibilities and are committed to seeking out new ways to make a difference, this role is for you.

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 | Building a Better Working World.

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.