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Doutor Finanças

Intermediário de crédito vinculado com tecnologia

Bolsa de Formadores - Fiscalidade

Corporate & Technical TrainingPosted on Nov 10
Full-timeLisbon, PortugalNo salary listed

About the Job

Requirements

  • A higher education qualification in Taxation, Accounting, Management, Economics, Law, or a similar field.
  • Relevant professional experience in taxation, tax consulting, or related areas.
  • Solid knowledge of personal income tax (IRS), capital gains taxation, wealth taxation, and investment taxation.
  • Ability to communicate clearly and simplify technical and legislative topics.
  • Ability to use practical examples and everyday situations to facilitate learning.
  • Technical rigor, ongoing professional updating, and a quality orientation.
  • A Pedagogical Competencies Certificate (CCP), or availability to obtain it shortly after starting the collaboration.

Responsibilities

  • Simplify topics such as personal taxation, real-estate and movable-asset capital gains, and other personal-tax concepts for different audiences.
  • Use everyday cases and examples to promote practical and relevant learning.
  • Adapt teaching approaches to different participant profiles and answer questions during sessions.
  • Keep training content rigorous and up to date by following legislative and tax changes.
  • Deliver training in English.

Desired Qualifications

  • Experience in financial literacy, public communication, or development of training content.
  • Fluency in English and ability to deliver training in English.

About the Company

Doutor Finanças

Intermediário de crédito vinculado com tecnologia

Doutor Finanças acts as a licensed credit intermediary in Portugal, connecting clients with banks, financial institutions and insurers to arrange housing and consolidated loans that fit their needs. Its technology powers a digital, streamlined process for clients, consultants and partners, including a one-click collection of key documents for pre-approval and access to advisory support from credit specialists. It differentiates itself through its technology-driven workflow, a broad partner network, and a Bank of Portugal certification, along with ongoing recognition in the Portugal Fintech Report. Its goal is to help people make informed borrowing decisions and improve financial literacy while guiding them to the best funding options.

Company size
201-500
Company stage
Not listed
Total funding
Not listed
Headquarters
Oeiras, Portugal
Founded
2014

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