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

Overview

In EY Private Client Services Belfast, you will manage a mixed private client tax compliance portfolio while contributing to advisory projects. You’ll work closely with senior staff to deliver technical excellence and client-focused service. This role offers exposure to high-net-worth individuals, entrepreneurs and officers, with a clear path to becoming a skilled private client tax advisor. The team supports your growth through mentoring and cross-functional collaboration, within a globally connected firm.

Pay / Benefits

• flexible working
• career development
• Total Rewards package
• holidays
• health and well-being
• insurance and savings

Responsibilities

• Efficiently manage a mixed portfolio of private client tax compliance and related services
• Handle day-to-day client liaison and maintain strong relationships
• Mentor and technically support junior colleagues, reviewing their work
• Develop client relationships and identify opportunities while managing expectations
• Assist senior team with successful delivery of tax projects with technical and practical focus
• Co-present at technical presentations and network with clients

Key requirements

• Relevant personal tax experience
• Experience with the Statutory Residence Test is advantageous
• Client-focused with commercially aware mindset
• Strong technical skills with willingness to develop further
• Excellent written and oral communication
• Ability to identify risk and know when to refer upwards
• Qualifications: CTA / ACA / CA / ACCA with relevant personal tax experience; or ATT with at least 2 years post-qualified personal tax experience; or non-qualified with at least 5 years of relevant personal tax experience

• Client-focused and relationship-building
• Excellent communicator
• Ability to plan, prioritise, and manage deadlines
• Personal tax compliance
• Tax advisory project support
• Experience with Statutory Residence Test (advantage)

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