Tax Associate - Private Capital (Financial Services) - London, Manchester, Newcastle & Leeds

Newcastle Upon Tyne, England, United Kingdom

11/26/2024

Tax Associate – Private Capital (Financial Services)

EY’s Private Capital Tax team is the largest such practice in the UK with an exceptional reputation for sector expertise and close, trusted adviser, relationships across a broad range of clients including global financial institutions and market-leading boutiques, high and ultra-high net worth individuals and investment and business structures. It provides corporate, partnership and personal tax advisory services.

The Opportunity:

This role is relevant for an individual with corporate, personal, owner managed business, or a mixed tax background.

EY’s Private Capital Tax team provides a full suite of tax advisory and compliance services to non-listed (i.e., not publicly traded) Financial Services businesses, dealing with the UK and international tax affairs of the business itself, owners, employees and other stakeholders. We also work with many ultra-high net worth and high-profile individuals, advising them on their personal needs as well as their business holdings or investment structures (e.g. trusts, funds or family companies). This includes asset management businesses, fintechs, and other non-listed financial services organisations.

Due to the ongoing success and growth of the team, we have new opportunities for experienced and talented individuals to join our London or Manchester offices, working within the Private Capital Tax team. You will receive extensive training and support from a variety of tax professionals to assist you in building a successful career within EY.

Your Key Responsibilities

A Tax Associate will be expected to perform any of the following tasks:

• Responsible for running their allocated client list: taking initial responsibility for completion of the compliance process including delegating work
• Demonstrate good working knowledge of clients; communicate with the management group to ensure completion of work, and develop relationships to become the main contact for allocated clients
• Identify possible issues and planning opportunities with their client list and discuss such issues with the appropriate lead
• As projects arise, Tax Associates should look to work on consultancy and research projects with senior staff
• As reviewers, it is vital that Tax Associates have up to date technical knowledge and are able to apply this to their work
• Identify any additional internal training sessions they may benefit from attending, or any which should be added to the training offering
• Liaise with third party professionals including solicitors, other accountants, tax advisers and independent financial advisers
• Develop people manager responsibilities
• Other duties as required
  
  

To qualify for the role, you must have

• Initiative, professionalism and confidence
• Experience in UK tax
• An appropriate qualification (e.g. CTA, CA (ICAS), ACA, or ATT)
• Eligibility to work in the UK
  
  

Ideally, you’ll also have

• Demonstrative examples that they have gained tax experience and operated at a similar level within a practice
• Experience of providing a high standard of service to clients both face to face and over the telephone/email
• Experience of dealing with the full range of client tax requirements
  
  

Skills And Attributes For Success

• Sound knowledge of statutory taxation requirements
• Knowledge of key aspects of tax legislation
• As well as having a good understanding of personal taxation, an awareness of corporate tax is desirable
• Knowledge of tax planning advice is desirable
• Organised and analytical approach
• An eye for detail and accuracy
• Excellent verbal and written communication skills
• Problem solving skills – able to work on own initiative
• Highly numerical and able to interpret financial data
• Sound IT skills
  
  

What Working At EY Offers

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. Plus, we offer:

• Support and coaching from some of the most engaging colleagues around
• Opportunities to develop new skills and progress your career
• The freedom and flexibility to handle your role in a way that’s right for you
  
  

EY is committed to being an inclusive employer and we are happy to consider flexible working arrangements. We strive to achieve the right balance for our people, enabling us to deliver excellent client service whilst allowing you to build your career without sacrificing your personal priorities. While our client-facing professionals can be required to travel regularly, and at times be based at client sites, our flexible working arrangements can help you to achieve a lifestyle balance.

About EY

As a global leader in assurance, tax, transaction and advisory services, we hire and develop the most passionate people in their field to help build a better working world. This starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. So that whenever you join, however long you stay, the exceptional EY experience lasts a lifetime.