Senior Consultant - Corporate Solutions- Accounting & Tax

Posted Yesterday
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Lisbon, PRT
In-Office
Senior level
Fintech • Payments • Financial Services
The Role
Manage accounting, bookkeeping, financial reporting, statutory statements, and Portuguese tax compliance for local and international clients. Review records under Portuguese GAAP, prepare VAT, IRC, and IES filings, act as a Certified Accountant where required, and liaise with auditors, authorities, banks, and clients. The role also involves mentoring junior consultants, improving processes, ensuring accurate and timely deliverables, and developing client relationships.
Summary Generated by Built In

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.

Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.

That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.

Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

For our business, for clients, and for you

Role: Senior Consultant - Corporate Solutions- Accounting & Tax

Role Location: Lisbon

Employment Type: Full time permanent
Role summary:

As a Senior Consultant within our Corporate Solutions team, you will play a key role in delivering high-quality accounting, financial reporting and tax compliance services to a diverse portfolio of local and international clients. You will work closely with clients, support junior team members and contribute to the continued growth of Apex Group's Corporate Solutions business in Portugal.


This is an excellent opportunity for a qualified accounting professional looking to broaden their exposure within a global organisation while developing their technical and client management skills.

Key Responsibilities:

  • Manage the accounting and bookkeeping activities for a portfolio of Portuguese and international clients.
  • Review accounting records and ensure compliance with Portuguese GAAP and applicable regulatory requirements.
  • Prepare and review monthly, quarterly and annual financial reports.
  • Prepare and review statutory financial statements.
  • Prepare and submit VAT, Corporate Income Tax (IRC), IES and other regulatory filings.
  • Act as a Certified Accountant (Contabilista Certificado), including the review, signing and submission of financial statements, tax returns and other statutory obligations where required.
  • Develop and maintain strong relationships with clients and external stakeholders.
  • Support and mentor junior consultants, providing guidance and technical expertise.
  • Liaise with auditors, tax authorities, banks and other third parties.
  • Identify opportunities to improve processes and enhance service delivery.
  • Ensure all client deliverables are completed accurately and within agreed deadlines.

Skills and qualifications required:

Essential:

  • Bachelor's degree in Accounting, Finance or a related discipline.
  • Certified Accountant (Contabilista Certificado) or actively progressing towards qualification.
  • Relevant accounting experience, including strong exposure to Portuguese tax compliance and Portuguese GAAP.
  • Experience preparing financial statements and statutory reporting.
  • Strong knowledge of Portuguese taxation, including IVA, IRC and IES.
  • Advanced Microsoft Excel skills.
  • Experience working with accounting and ERP systems.
  • Fluent English, both written and spoken.
  • Strong analytical and problem-solving skills.
  • Excellent communication and stakeholder management abilities.
  • Highly organised with strong attention to detail.

Desirable:

  • Experience working within an accounting outsourcing, professional services or corporate services environment.
  • Exposure to international clients and multinational organisations.
  • Experience reviewing the work of junior team members.

What you will get in return:


  • Private health insurance.
  • Hybrid working model
  • Meal allowance (€10.46 per day)
  • 22 working days holiday + Public holidays
  • Opportunities for professional development.
  • Professional Development (CPD) and Study Guidance programs
  • Positive and hospitable work environment.
  • Opportunity to work with a global team.
  • Exposure to all aspects of the business and cross-jurisdiction.
  • A genuinely unique opportunity to be part of an expanding large global business + more

Additional information:

We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences.
 

We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.


For more information on our commitment to Corporate Social Responsibility (CSR) please visit https://theapexgroup.com/csr-policy/

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

Skills Required

  • Bachelor's degree in Accounting, Finance, or a related discipline
  • Certified Accountant (Contabilista Certificado) or actively progressing toward qualification
  • Relevant accounting experience with strong exposure to Portuguese tax compliance and Portuguese GAAP
  • Experience preparing financial statements and statutory reporting
  • Strong knowledge of Portuguese taxation, including IVA, IRC, and IES
  • Advanced Microsoft Excel skills
  • Experience working with accounting and ERP systems
  • Fluent English, written and spoken
  • Strong analytical and problem-solving skills
  • Excellent communication and stakeholder management abilities
  • Strong organization and attention to detail
  • Experience in accounting outsourcing, professional services, or corporate services
  • Exposure to international clients and multinational organizations
  • Experience reviewing junior team members' work

Apex Group Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Apex Group and has not been reviewed or approved by Apex Group.

  • Flexible Benefits — Flexible benefits are positioned as being tailored by country, with localized packages and perks that can differ by jurisdiction. Mobility options such as the JUMP program add a non-cash element that can increase the perceived total rewards value for those who can access it.
  • Wellbeing & Lifestyle Benefits — Wellbeing support is described as including EAPs, mental-health workshops, mentoring support, and local lifestyle perks like gym or cycle-to-work schemes. These offerings broaden the benefits mix beyond purely financial rewards.
  • Retirement Support — Retirement support is described in at least one jurisdiction as including an employer match structure and an additional automatic contribution after tenure. This can strengthen the non-salary portion of total compensation where offered.

Apex Group Insights

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The Company
7,423 Employees
Year Founded: 2003

What We Do

We are a single-source financial solutions provider dedicated to driving positive change while supporting the growth and ambitions of asset managers, allocators, financial institutions, and family offices around the world. Established in Bermuda in 2003, we have continually disrupted the industry through our investment in innovation and talent. Today, we set the pace in fund and asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. As a pioneering data and fintech-enabled company, we are a disruptor driving digital tools into fund and asset servicing. However, our vision to drive positive change extends beyond the industry. The Apex Foundation, a not-for-profit entity, is our passionate commitment to empower sustainable change

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