At a Glance
- Tasks: Join a dynamic team advising high net-worth clients on personal tax strategies.
- Company: EY, a global leader in professional services with a diverse and inclusive culture.
- Benefits: Competitive pay, flexible working, continuous learning, and career development opportunities.
- Why this job: Make a real impact while developing your skills in a fast-growing team.
- Qualifications: CTA part qualified or ACA/CA/ACCA qualified with personal tax advisory experience.
- Other info: Collaborative environment with mentorship from senior professionals.
The predicted salary is between 36000 - 60000 £ per year.
Tax Advisor - Private Client Services - Advisory
The EY Private Client Services team 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 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
- 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.
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 a 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.
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
Senior Associate-Private Client Services-Advisory-Tax-Belfast-Derry-Londonderry employer: EY
Contact Detail:
EY Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Associate-Private Client Services-Advisory-Tax-Belfast-Derry-Londonderry
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even reach out to current employees at EY through LinkedIn. Building relationships can open doors that a CV just can't.
✨Tip Number 2
Prepare for those interviews! Research EY's values and recent projects, especially in Private Client Services. Be ready to discuss how your skills align with their needs and share examples of your past work that demonstrate your expertise.
✨Tip Number 3
Show off your personality! During interviews, let your passion for tax advisory shine through. Be confident, ask questions, and engage with your interviewers. They want to see if you’ll fit into their collaborative culture.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the team at EY and ready to take on exciting challenges in private client services.
We think you need these skills to ace Senior Associate-Private Client Services-Advisory-Tax-Belfast-Derry-Londonderry
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Senior Associate in Private Client Services. Highlight your personal tax advisory experience and any relevant qualifications like CTA or ATT. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about tax advisory work and how you can contribute to our team. Be sure to mention your ability to build relationships and provide excellent client service, as these are key for us.
Showcase Your Communication Skills: As a tax advisor, strong communication is crucial. In your application, demonstrate your ability to communicate complex tax concepts clearly. Whether it's in your CV or cover letter, we want to see that you can engage effectively with clients and colleagues alike.
Apply Through Our Website: We encourage you to apply through our website for a seamless application process. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at EY!
How to prepare for a job interview at EY
✨Know Your Tax Stuff
Make sure you brush up on your personal tax advisory knowledge. Understand the key areas like residency advice, estate planning, and cross-border tax implications. Being able to discuss these topics confidently will show that you're ready to tackle the complexities of the role.
✨Showcase Your Client Relationship Skills
Since this role involves building relationships with high net-worth individuals and entrepreneurs, be prepared to share examples of how you've successfully managed client expectations in the past. Highlight your communication skills and ability to foster trust.
✨Demonstrate Team Spirit
EY values collaboration, so think of instances where you've worked effectively within a team. Discuss how you’ve supported junior members or contributed to group projects, as this will resonate well with their team-oriented culture.
✨Ask Insightful Questions
Prepare thoughtful questions about the team dynamics, the types of projects you'll be working on, and how success is measured in the role. This shows your genuine interest in the position and helps you gauge if it's the right fit for you.