Manager, Private Client Services, Tax, Belfast or Derry, Londonderry

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. The services that we deliver include tax return compliance services, transaction and reorganisation advice, optimisation of wealth from a tax perspective, residency and non-domicile tax advice 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 a supported flexible approach to working, and proven progression potential. The opportunity is a mixed private client role with main emphasis on compliance but also offering advisory opportunities where there is interest in this area.

The right individual will be technically competent with previous practical experience in reviewing complex self‑assessment tax returns. The manager will also play a role co‑managing & coaching the PCS team, supporting them through assignments and helping them develop their careers.

Your key responsibilities

• Efficient management, review and sign‑off a mixed portfolio of private client tax compliance and related services.
• Building and maintaining relationships with clients and colleagues, and providing excellent client service, identifying opportunities and managing expectations.
• Mentoring and technical support of the team.
• Assistance to the senior team on more technical project or advisory work, where appropriate.
• Opportunity to be involved in business development opportunities.
• Effective billing management.

Skills and Experience required for the role

• Relevant/appropriate tax experience in a similar role.
• Efficient technical review of a mixed portfolio of private client’s tax compliance and related services.
• Management and delivery of client expectations, ensuring technical excellence and practical/business driven approach.
• Mentoring and providing technical guidance to the team.
• 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.
• Client focused and commercially aware.
• Strong technical skills and keen to develop further.
• Ability to identify areas of risk, carry out an effective review and know when to refer upwards.

Qualifications

• CTA preferred; or
• ATT/ACA/CA/ACCA with relevant tax experience; or
• Demonstrable experience in a Managerial role within a private client tax environment.

What 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.

Application

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.

Prior to finalizing your application, you will be asked to provide personal information across several dimensions of diversity and inclusiveness. The information you provide is kept entirely confidential and will not be used to evaluate your candidacy. We collect this data to help us analyse our recruitment process holistically and implement actions that promote diversity and inclusiveness. While optional, we encourage you to provide this information to hold us accountable towards our goal of building a better working world. Read more about our commitment to diversity & inclusiveness here. We ask because it matters!

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