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Manager, Private Client Services, Tax, Belfast

TN United Kingdom

Belfast

On-site

GBP 40,000 - 80,000

Full time

14 days ago

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Job summary

An established industry player is seeking a skilled Manager for Private Client Services in Tax. This role focuses on compliance while offering advisory opportunities, making it ideal for those with a strong background in tax. The successful candidate will manage a portfolio of clients, ensuring compliance and providing technical support to the team. With a commitment to continuous learning and a diverse culture, this position offers the chance to make a significant impact in a supportive environment. If you're passionate about tax and client service, this role is perfect for you.

Benefits

Continuous Learning Opportunities
Flexible Work Environment
Diverse and Inclusive Culture
Leadership Coaching

Qualifications

  • Relevant tax experience in a similar role.
  • Demonstrable managerial experience in a private client tax environment.

Responsibilities

  • Manage and review a portfolio of private client tax compliance.
  • Build relationships with clients, providing excellent service.
  • Mentor and support the development of the team.

Skills

Tax Compliance
Client Relationship Management
Technical Review Skills
Mentoring
Planning and Prioritization
Risk Identification

Education

CTA
ATT/ACA/CA/ACCA

Job description

Manager, Private Client Services, Tax, Belfast, Belfast
Client:

EY

Location:

Belfast, United Kingdom

Job Category:

Customer Service

EU work permit required:

Yes

Job Reference:

313cdd4f1073

Job Views:

2

Posted:

26.04.2025

Expiry Date:

10.06.2025

Job Description:

The opportunity

This is a mixed private client role with an emphasis on compliance, offering advisory opportunities for those interested in this area.

The ideal candidate will be technically competent with experience in reviewing complex self-assessment tax returns.

The manager will also co-manage and coach the PCS team, supporting their development and handling assignments.

Your key responsibilities:

  1. Manage, review, and sign off a portfolio of private client tax compliance and related services.
  2. Build and maintain relationships with clients and colleagues, providing excellent service, identifying opportunities, and managing expectations.
  3. Mentor and provide technical support to the team.
  4. Assist senior team members with technical projects or advisory work as appropriate.
  5. Participate in business development opportunities.
  6. Manage billing effectively.

Skills and Experience required:

  1. Relevant tax experience in a similar role.
  2. Technical review skills for a portfolio of private client tax compliance and services.
  3. Ability to manage client expectations with technical excellence and a practical approach.
  4. Mentoring and technical guidance skills.
  5. Strong planning, prioritization, and deadline management skills.
  6. Ability to integrate quickly into new teams and build relationships.
  7. Excellent relationship skills and client management capabilities.
  8. Client-focused and commercially aware.
  9. Strong technical skills with a desire to develop further.
  10. Ability to identify risks and know when to escalate.

Qualifications:

  • CTA preferred; or
  • ATT/ACA/CA/ACCA with relevant tax experience; or
  • Demonstrable managerial experience in a private client tax environment.

What we offer:

  • Continuous learning: Develop skills for the future.
  • Success as defined by you: Tools and flexibility to make an impact.
  • Transformative leadership: Insights, coaching, and confidence to lead.
  • Diverse and inclusive culture: Embrace your identity and empower your voice.

Note: If you are not a passport holder for the country of the vacancy, you may need a work permit. Check our Blog for more info.

Do not provide bank or payment details when applying. All applications should be submitted via the 'Apply now' button.

Created on 26/04/2025 by TN, United Kingdom

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