Tax Advisor, Private Client Services, Advisory, Belfast

Ernst & Young Advisory Services Sdn Bhd; Belfast; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading global consulting firm in Belfast is seeking a motivated individual to join their Private Client Services team as a Tax Advisor. The role involves managing complex personal tax advisory projects, providing exceptional client service, and mentoring junior staff. Candidates should have relevant personal tax advisory qualifications and a strong client-focused mindset. The firm offers competitive rewards including flexible working options and extensive career development opportunities.

Benefits

Competitive remuneration package

Flexible working support

Career development opportunities

Diverse and inclusive culture

Qualifications

• Ability to plan and prioritise work, meet deadlines, and monitor budgets.
• Confident communicator in various situations both written and oral.
• Ability to identify areas of risk and know when to refer upwards.

Responsibilities

• Manage and deliver a portfolio of private client tax advisory projects.
• Assist senior team with successful delivery of tax advisory projects.
• Build and foster relationships with clients and colleagues.

Skills

Personal advisory tax experience

Strong tax technical skills

Client focused and commercially aware

Excellent communicator

Education

CTA part qualified or ATT qualified

ACA/CA/ACCA qualified

ATT qualified with minimum two years’ post-qualified relevant experience

Job description

Location: Belfast
Other locations: Primary Location Only

Overview

EY Private Client Services in Belfast acts for and advises 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 delivered 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, it extends beyond these individuals to clients based in mainland UK and those tax resident in other jurisdictions with UK tax implications. 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.
• Assist the senior team with the successful delivery of tax advisory projects, ensuring technical excellence and a practical and business driven approach is maintained.
• Build and foster relationships with clients and colleagues, providing excellent client service, identifying opportunities and managing expectations.
• Provision of development support to junior members of the team through effective supervision, coaching and mentoring.

Skills and attributes for success

• Personal advisory tax experience. Strong tax technical skills and keen to develop their advisory skill set further.
• 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.
• Excellent communicator in range of situations both written and oral.
• Ability to identify areas of risk and know when to refer upwards.

Qualifications

• CTA part qualified and 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 two 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.

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