Senior Associate, Private Client Services, Advisory, Tax, Belfast or Derry, Londonderry
About the role
Tax Advisor - 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
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
Continuous learning
Success as defined by you
Transformative leadership
Diverse and inclusive culture
EY | Building a better working world
Not included in the source posting: about the role.
Skills
Who can apply
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