Senior Associate, Private Client Services, Advisory, Tax, Belfast or Derry, Londonderry

Senior Associate, Private Client Services, Advisory, Tax, Belfast or Derry, Londonderry

Full-Time 55000 - 65000 £ / year (est.) Home office (partial)
EY

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 salary, flexible working, continuous learning, and career development opportunities.
  • Other info: Excellent progression potential and mentorship from experienced professionals.
  • Why this job: Make a real impact while developing your skills in a supportive environment.
  • Qualifications: CTA part qualified or ACA/CA/ACCA qualified with personal tax advisory experience.

The predicted salary is between 55000 - 65000 £ per year.

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.

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;
  • 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 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.

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.

For further information, and to apply, please visit our website via the “Apply” button below.

Senior Associate, Private Client Services, Advisory, Tax, Belfast or Derry, Londonderry employer: EY

At EY, we pride ourselves on being an exceptional employer, offering a dynamic work environment in Belfast or Derry, Londonderry that fosters professional growth and collaboration. Our commitment to continuous learning, flexible working arrangements, and a diverse, inclusive culture ensures that every team member can thrive while making a meaningful impact in the world of private client tax advisory. Join us to benefit from comprehensive support, mentorship, and a competitive rewards package that recognises your contributions and ambitions.

EY

Contact Details:

EY Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Senior Associate, Private Client Services, Advisory, Tax, Belfast or Derry, Londonderry

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 EY, 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 Senior Associate, Private Client Services, Advisory, Tax, Belfast or Derry, Londonderry

Personal Tax Advisory Experience
Tax Technical Skills
Advisory Skill Development
Project Management
Client Relationship Management
Communication Skills
Team Collaboration

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 EY'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 EY. 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 EY!

How to prepare for a job interview at EY

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 EY.

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 EY. It helps to show our commitment!