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.
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