Tax Advisor, Private Client Services, Tax, Belfast
Tax Advisor, Private Client Services, Tax, Belfast

Tax Advisor, Private Client Services, Tax, Belfast

Belfast Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage a diverse portfolio of private client tax compliance and advisory services.
  • Company: Join EY, a global leader in building a better working world through innovative solutions.
  • Benefits: Enjoy flexible working, career development, and a competitive rewards package tailored to your needs.
  • Why this job: Gain exposure to complex tax work and develop skills in a supportive, inclusive environment.
  • Qualifications: CTA/ACA/CA/ACCA qualified or ATT qualified with relevant personal tax experience.
  • Other info: Opportunity for continuous learning and transformative leadership development.

The predicted salary is between 36000 - 60000 £ 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.

The opportunity

The EY Private Client Services team in Belfast act for a wide range of high net-worth individuals, entrepreneurs, private equity principals, high profile professional partnerships and senior executives, and onshore and offshore trusts. The services that we deliver include tax return compliance services, transaction and reorganisation advice, advice on optimisation of wealth from a tax perspective, and estate and succession tax advice. Our client base is a mix of UK and non-UK domiciled individuals. This is an excellent opportunity to join a fast-growing team with proven progression potential. The right individual will gain exposure to interesting and complex personal tax compliance work, with full technical support from the senior team. Additionally, the individual will have the opportunity to work with more senior team members on tax advisory projects and develop their skills to become a skilled and knowledgeable private client tax advisor.

Your key responsibilities

  • Efficient management and delivery of a mixed portfolio of private client tax compliance and related services
  • Responsible for day-to-day client liaison
  • Mentoring and technical support of junior colleagues, and review of their work.
  • Build and maintain tax relationships with clients and colleagues, providing excellent client service, identifying opportunities and managing expectations.
  • Assist the senior team with the successful delivery of tax projects, ensuring technical excellence and practical/business driven approach
  • Opportunity to co-present at technical presentations and network with clients/targets.

Skills and attributes for success

  • 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 with good relationship skills and ability to manage client expectations
  • Relevant/appropriate personal tax experience.
  • Experience with the Statutory Residence Test an advantage, but not essential as training will be provided.
  • Client focused and commercially aware
  • Strong technical skills and keen to develop further
  • Excellent communicator in range of situations both written and oral
  • Ability to identify areas of risk, carry out an effective review and know when to refer upwards

Qualifications

  • CTA / ACA / CA / ACCA qualified with relevant personal tax experience; or ATT qualified with a minimum of two years’ post-qualified relevant personal tax experience
  • Non-qualified with a minimum of five years’ relevant personal tax 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.

  • 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.

If you can demonstrate that you meet the criteria above, please contact us as soon as possible. The exceptional EY experience. It’s yours to build. Apply now.

Tax Advisor, Private Client Services, Tax, Belfast employer: Iris Software

At EY, we pride ourselves on being an exceptional employer, offering a dynamic work culture in Belfast that fosters professional growth and development. Our commitment to continuous learning, flexible working arrangements, and a diverse and inclusive environment ensures that every team member can thrive and make a meaningful impact. Join us to be part of a globally connected powerhouse where your career aspirations are supported and celebrated.
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Contact Detail:

Iris Software Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Tax Advisor, Private Client Services, Tax, Belfast

✨Tip Number 1

Familiarise yourself with the Statutory Residence Test, as it’s a key aspect of personal tax compliance. Even if you don’t have direct experience, showing that you’ve researched this area can demonstrate your commitment and eagerness to learn.

✨Tip Number 2

Network with professionals in the tax advisory field, especially those who work with high net-worth individuals. Attend industry events or webinars to connect with potential colleagues and gain insights into the latest trends and challenges in private client services.

✨Tip Number 3

Highlight your ability to build relationships and manage client expectations during interviews. Prepare examples from your past experiences where you successfully navigated client interactions, as this is crucial for the role at EY.

✨Tip Number 4

Demonstrate your willingness to mentor and support junior colleagues. EY values teamwork and collaboration, so sharing instances where you’ve helped others grow can set you apart as a candidate who aligns with their culture.

We think you need these skills to ace Tax Advisor, Private Client Services, Tax, Belfast

Personal Tax Compliance
Client Relationship Management
Technical Tax Knowledge
Statutory Residence Test
Tax Advisory Skills
Mentoring and Coaching
Effective Communication
Risk Identification and Management
Time Management
Attention to Detail
Commercial Awareness
Team Integration
Problem-Solving Skills
Ability to Work Under Pressure

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant personal tax experience, particularly any work with high net-worth individuals or complex tax compliance. Use specific examples to demonstrate your skills in managing client relationships and delivering tax services.

Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role at EY and how your background aligns with their mission of building a better working world. Mention your qualifications (CTA/ACA/CA/ACCA or ATT) and any relevant experience with the Statutory Residence Test, even if training will be provided.

Showcase Your Communication Skills: Since excellent communication is key for this role, ensure that your application reflects your ability to convey complex information clearly. Use concise language and structure your writing well to demonstrate your written communication skills.

Highlight Teamwork and Leadership Experience: EY values collaboration and mentorship. Include examples in your application that showcase your ability to integrate into teams quickly, mentor junior colleagues, and manage client expectations effectively.

How to prepare for a job interview at Iris Software

✨Understand the Role

Make sure you thoroughly understand the responsibilities of a Tax Advisor in Private Client Services. Familiarise yourself with the types of clients you'll be working with and the specific services offered, such as tax return compliance and estate planning.

✨Showcase Your Technical Skills

Be prepared to discuss your technical knowledge in personal tax, including any experience with the Statutory Residence Test. Highlight any relevant qualifications like CTA or ACA, and be ready to explain how you've applied your skills in previous roles.

✨Demonstrate Client Relationship Management

EY values strong client relationships, so be ready to share examples of how you've successfully managed client expectations in the past. Discuss your approach to building rapport and maintaining effective communication with clients.

✨Prepare Questions for the Interviewers

Have insightful questions ready to ask your interviewers about the team dynamics, growth opportunities, and the company culture at EY. This shows your genuine interest in the role and helps you assess if it's the right fit for you.

Tax Advisor, Private Client Services, Tax, Belfast
Iris Software
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  • Tax Advisor, Private Client Services, Tax, Belfast

    Belfast
    Full-Time
    36000 - 60000 £ / year (est.)

    Application deadline: 2027-06-24

  • I

    Iris Software

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