Senior Associate, Private Client Services, Tax

EY; Belfast; On-site; GBP 42,000 - 68,000; Full time

Benefits offered by this job

Flexible working

Career development

Total Rewards package

Job summary

EY Private Client Services in Belfast offers a fast-growing team focusing on high net-worth individuals, entrepreneurs and onshore/offshore trusts. You will gain exposure to complex personal tax compliance work with senior support, while also working on advisory projects to broaden your skills and career progression.

The role emphasizes client service, technical excellence and opportunity to co-present at technical events, with a flexible approach to working practices and career development

Qualifications

• CTA/ACA/CA/ACCA qualified or ATT with relevant experience
• Non-qualified with minimum five years’ relevant personal tax experience
• Strong technical tax skills and client-facing abilities

Responsibilities

• Efficient management and delivery of a mixed portfolio of private client tax compliance and related services
• Day-to-day client liaison and relationship management
• Mentoring and technical support of junior colleagues, and review of their work
• Build and maintain tax relationships with clients and colleagues, providing excellent client service
• Assist the senior team with tax projects, ensuring technical excellence and business-focused outcomes
• Opportunity to present at technical sessions and network with clients/targets

Skills

Private client tax

Client relationship management

Team mentoring

Technical tax knowledge

Communication skills

Education

CTA/ACA/CA/ACCA qualified

ATT with 2 years’ post-qualified experience

Non-qualified with 5 years’ relevant experience

Job description

At EY, we’re all in to shape your future with confidence.

We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.

Join EY and help to build a better working world.

The opportunity

The EY Private Client Services team in Belfast act for a wide range of high net-worth individuals, entrepreneurs, private equity principals, high profile professional partnerships and senior executives, and onshore and offshore trusts. The services that we deliver include tax return compliance services, transaction and reorganisation advice, advice on optimisation of wealth from a tax perspective, and estate and succession tax advice. Our client base is a mix of UK and non-UK domiciled individuals.

This is an excellent opportunity to join a fast-growing team with proven progression potential. The right individual will gain exposure to interesting and complex personal tax compliance work, with full technical support from the senior team. Additionally, the individual will have the opportunity to work with more senior team members on tax advisory projects and develop their skills to become a skilled and knowledgeable private client tax advisor.

Your key responsibilities

• Efficient management and delivery of a mixed portfolio of private client tax compliance and related services
• Responsible for day-to-day client liaison
• Mentoring and technical support of junior colleagues, and review of their work.
• Build and maintain tax relationships with clients and colleagues, providing excellent client service, identifying opportunities and managing expectations.
• Assist the senior team with the successful delivery of tax projects, ensuring technical excellence and practical/business driven approach
• Opportunity to co-present at technical presentations and network with clients/targets.

Skills and attributes for success

• 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 with good relationship skills and ability to manage client expectations
• Relevant/appropriate personal tax experience. Experience with the Statutory Residence Test an advantage, but not essential as training will be provided.
• Client focused and commercially aware
• Strong technical skills and keen to develop further
• Excellent communicator in range of situations both written and oral
• Ability to identify areas of risk, carry out an effective review and know when to refer upwards

Qualifications

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

If you can demonstrate that you meet the criteria above, please contact us as soon as possible.

Apply now.