At a Glance
- Tasks: Lead bespoke tax advisory services for high-net-worth clients and manage complex planning projects.
- Company: Join a leading Belfast-based professional services firm with a strong advisory focus.
- Benefits: Competitive salary, early finish Fridays, and strong career progression opportunities.
- Other info: Collaborative team environment with ongoing professional development and mentoring opportunities.
- Why this job: Make a real impact by advising HNW individuals and families while developing your skills.
- Qualifications: CTA qualified with significant private client tax experience and strong advisory skills.
The predicted salary is between 51750 - 63250 £ per year.
An excellent opportunity has arisen for a Private Client Tax Associate Director to join a leading Belfast-based professional services firm in a highly advisory-focused role.
You will take a leading role in delivering bespoke tax advice, managing complex planning projects and developing long-term client relationships, while working closely with senior colleagues and supporting the continued growth of the private client tax offering.
- What's on Offer
- Competitive salary and benefits package
- Early finish Fridays
- Strong career progression opportunities
- High-quality, advisory-led client portfolio
- Ongoing professional development and technical training
About You
- CTA qualified with significant Private Client Tax experience
- Strong track record in private client tax advisory
- Experience advising HNW individuals, families and internationally connected clients
- Strong technical knowledge across private client tax planning and structuring
- Proven ability to manage complex advisory assignments
- Strong client relationship and stakeholder management skills
- Commercially minded with excellent communication skills
- Experience mentoring and developing junior team members
- Ambitious and confident operating at a senior level
About Your New Role
Always
- Lead the delivery of bespoke private client tax advisory services
- Advise HNW individuals, families and international clients across the UK and Ireland
- Lead complex tax planning, wealth structuring and succession planning projects
- Build and maintain trusted senior client relationships
- Provide clear, practical and commercially focused tax advice
- Work closely with Partners and Directors on complex advisory matters
Often
- Manage advisory assignments from initial planning through to completion
- Identify tax planning opportunities and develop tailored solutions
- Liaise with clients and other professional advisers
- Review and oversee work completed by junior team members
- Support the development and growth of the wider private client tax team
Occasionally
- Lead business development initiatives and client proposals
- Attend networking and client events
- Contribute to thought leadership and technical updates
- Mentor and develop members of the wider tax team
- Identify opportunities to develop existing client relationships
Never
- Experiencing a lack of support, as you'll be part of a collaborative and encouraging team
- #J-18808-Ljbffr
Private Client Tax Associate Director employer: Downey Osborne
Join a well-established accountancy practice in Belfast as a Payroll Assistant, where you will thrive in a supportive and collaborative environment. With 22 days of annual leave, early finishes on Fridays, and opportunities for professional growth, this role offers a perfect blend of work-life balance and career development. Be part of a dynamic team that values your contributions and encourages you to expand your payroll expertise while managing a diverse client portfolio.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Associate Director
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Downey Osborne, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Private Client Tax Associate Director
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Downey Osborne's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Downey Osborne. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Downey Osborne!
How to prepare for a job interview at Downey Osborne
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Downey Osborne.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Downey Osborne. It helps to show our commitment!
