Manager, Private Client Services, advisory, Tax Londonderry

Tax Manager - Private Client Services – Advisory

Location:

Belfast

Requisition

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. Services delivered include personal tax transaction and reorganisation advice, residency advice on leaving or coming to the UK, optimisation of wealth from a tax perspective, and estate and succession tax advice.

Our client base is predominately Northern Irish business owners, high net‑worth individuals and entrepreneurs and their families, but also includes clients in mainland UK and those tax resident in other jurisdictions with UK tax implications. Accordingly, we act for a mix of UK and non‑UK domiciled individuals and undertake cross‑border tax advice.

• Work as part of a team on efficient management and delivery of a portfolio of private client tax advisory projects.
• Take responsibility for management of successful delivery of technically complex advisory projects, ensuring technical excellence and a practical, business‑driven approach.
• Build and maintain relationships with clients and colleagues, providing excellent client service, identifying opportunities and managing expectations.
• Proactively develop business to win new work and network in the local market.
• Provide development support to junior members through effective supervision, coaching and mentoring.

• Personal tax advisory experience; strong tax technical and research skills and a desire to develop a career in Private Client advisory services.
• Ability to plan and prioritise work, meet deadlines, monitor budgets and fees.
• Ability to integrate quickly with new teams and build effective relationships at all levels.
• Confident communicator with good relationship skills and ability to manage client expectations.
• Client focused and commercially aware.
• Strong client relationship management skills with ability to deliver quality outputs to clients.
• Excellent written and oral communication skills.
• Ability to identify areas of risk and know when to refer upwards.

• CTA / 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 five years’ post‑qualified relevant personal tax advisory experience.

• Continuous learning: Develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: Provide tools and flexibility to make a meaningful impact, your way.
• Transformative leadership: Enable insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: Embrace who you are and empower your voice to help others find theirs.