Manager, Private Client Services, advisory, Tax, Belfast or Derry, Londonderry

Tax Manager - Private Client Services – Advisory

The EY Private Client Services team in Belfast act for and advise an extensive range of high net-worth individuals, entrepreneurs, private equity principals, high profile professional partnerships and their senior executives, and onshore and offshore trust structures. The services that we deliver include, but are not limited to;

• personal tax transaction and reorganisation advice;
• residency advice on leaving or coming to the UK;
• advice on optimisation of wealth from a tax perspective, and
• estate and succession tax advice.

Our client base is predominately  Northern Irish business owners, high net-worth individuals and entrepreneurs and their families. However, our client base extends beyond these individuals to clients based in mainland UK and those tax resident in other jurisdictions with UK tax implications. As such, we act for a mix of UK and non-UK domiciled individuals and undertake cross border tax advice.

The opportunity

This is an excellent opportunity for a motivated and ambitious individual to join a fast-growing team with proven progression potential.  The right individual will gain exposure to interesting and complex personal tax advisory work due to our premier client network in the local market and beyond, while gaining full technical support and mentorship from the senior team.   

The individual will have the opportunity to work as part of a team on personal tax advisory projects.  Our collaborative working style will assist the successful candidate to develop their existing skill set to become a skilled and knowledgeable private client tax advisor.

Your key responsibilities

• Working as part of a team on the efficient management and delivery of a portfolio of private client tax advisory projects.
• With the support of the senior team, take responsibility for the management of the successful delivery of technically complex advisory projects, ensuring technical excellence and a practical and business driven approach taken.
• Build and maintain relationships with clients and colleagues, providing excellent client service, identifying opportunities and managing expectations.

• Proactive business development to win new work and network in the local market.

• Provision of development support to junior members of the team through effective supervision, coaching and mentoring

Skills and attributes for success

• Personal tax advisory experience.  Strong tax technical and research skills and keen to develop and forge a career in Private Client advisory services.
• Ability to plan and prioritise work, meet deadlines, monitor own budgets and fees.
• Ability to integrate with new teams quickly and build effective relationships at all levels.
• Confident communicator with good relationship skills and ability to manage client expectations.
• Client focused and commercially aware.

• Strong client relationship management skills with ability to develop quality outputs to clients

• Excellent communicator in range of situations both written and oral.
• Ability to identify areas of risk and know when to refer upwards.

Qualifications

• CTA / ATT qualified with relevant personal tax advisory experience; or
• ACA/CA/ACCA qualified with relevant personal tax advisory experience; or
• ATT qualified with a minimum of five years’ post-qualified relevant personal tax advisory experience

 What we offer

 We offer a competitive remuneration package where you’ll be rewarded for your individual and team performance. Our comprehensive Total Rewards package includes support for flexible working and career development, and with FlexEY you can select benefits that suit your needs, covering holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions. Plus, we offer:

• Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.