MEET
Joe Thompson
Joe Thompson has worked with boutique tax advisory firms in Dublin since the late 1990’s, with over 20 years’ experience formulating the most tax efficient strategies around transactions and carrying out bespoke tax advice in a role of an experienced senior tax advisor/Associate Director.
“Our aim is to provide our clients with advice in a personal, professional, efficient and responsive manner.”
JOE THOMPSON
Tax Expertise
Joe’s roles specialised in tax advisory work for high net worth individuals, family offices and privately-owned Irish businesses working closely with both domestic and internationally based investment advisers, solicitors, legal Counsels and private banking advisers for a large portfolio of clients.
High Net Worth Individuals
Joe has worked extensively with high net worth individuals in structuring matters, planning transactions and advising on a range of domestic and international tax issues including:
- long term succession advice and estate planning
- the taxation of portfolio investments
- property acquisitions and property sales
- the sale of businesses and advising clients on other liquidity events/windfalls
- implementing company restructurings and reorganisations of family businesses
- implementing bespoke family investment companies and family partnership structures
- representing clients with complex Revenue audits, enquiries, foreign asset disclosures and tax appeal cases.
Professional Interests
Joe’s expertise covers all personal taxes and he has a particular interest in assisting clients with tax matters relating to the making of investments and the ownership of assets, assisting families with succession/estate planning, assisting with the administration of estates and helping clients deal with complex Revenue engagements.
Background & Experience
Joe is a Chartered Tax Adviser (CTA) having become an Associate of the Irish Tax Institute in 2002. After finishing the Bachelor of Science (Management) Degree course in DIT/Trinity College Dublin, Joe started in a role as trainee tax adviser with a private client tax firm and qualified as a CTA in 2002.
Joe gained experience during 2001 while on secondment in Jersey, Channel Islands where he worked in offshore trust and company administration.
During 2004, Joe worked in Australia in the taxation departments of State Street and Multiplex, a quoted property and development company based in Sydney, Australia.
Following a return to Ireland in 2005, Joe worked with three of the top private client tax firms in Dublin including working as an Associate Director of a private client tax firm in the period from 2010 to early 2020.
Finance Monthly Recognition
Joe was recently awarded with “Specialist Tax Adviser Of The Year” by Finance Monthly magazine.
Quoting from the publication:
“Every year, Finance Monthly has the privilege of recognising the achievements of the most ambitious and high-achieving in the financial services sphere. At a time when market uncertainty and the spectre of widespread recession dominate, it is these leaders who have gone above and beyond to steer their organisations through challenges and deliver true value to their clients.
The winners of these awards are selected through a combination of industry research and voting data. Our team has worked to pinpoint the most impressive talents from a broad range of sectors and geographical regions, ensuring that they truly represent the leading minds of finance today.”
Invest Wexford Interview
Joe was recently interviewed by Invest Wexford about working remotely from Wexford.
Quoting from the publication:
“We met with Joe Thompson who works remotely from New Work Junction in Wexford town. Joe runs Joe Thompson Tax Advisors from New Work Junction, which is located on the outskirts of Wexford town. Joe says that working remotely, it gives you the opportunity to carry out the work from a remote location you can be anywhere in the country but your clients can be anywhere around the world.”
Click here to read the full publication and watch the interview.
Our Values
Trust: Being a trusted adviser to our clients
Personal: Our aim is to provide our clients with advice in a personal, professional, efficient and responsive manner
Privacy: Privacy and confidentiality is an important part of our business
Partnership: We will work in partnership with clients’ other investment advisers or professional advisers to provide the most commercial and resilient tax strategies and solutions.
Formation
Joe formed Joe Thompson Tax Advisors in 2020 as a private client tax firm aimed at providing high quality tax advice to clients based mainly in the south east region of Ireland.
Joe has contributed through lecturing and drafting material for the Irish Taxation Institute including the recent Certificate in Capital Taxes for Private Clients course in October 2019 and has presented on the Taxation of Private Client Investments as part of the Irish Taxation Institute CPD Round Up conferences. Joe has presented regularly to clients and private banks on private client matters.