Private Client Tax Manager
Description:
Dains is looking to recruit a Private Client Tax Manager to join their highly supportive and conscientious tax team. The role will involve managing a portfolio of clients, with a balanced focus on compliance (50%) and advisory (50%) work. The ideal candidate will be responsible for delivering the highest standard of compliance and tax advice in a consultative, professional, and supportive manner.
The role will also involve:
- Managing the delivery of tax returns to a client base.
- Assisting the Private Client Tax Partners in delivering services to their portfolio of clients.
- Applying technical knowledge to formulate and deliver tax advisory services.
- Identifying opportunities to mitigate tax liabilities and collaborating with Partners to implement these opportunities.
- Staying proactive in identifying legislative changes and understanding their impact on the client base.
About You:
- Qualified as CTA (STEP qualification is desirable but not essential).
- Experience with Trusts and Inheritance Tax (IHT).
- Passionate about delivering the best service and finding solutions.
- An inquisitive and tenacious work ethic with a professional communication style.
About Dains:
Dains is ranked 29th in the National Accountancy Age ranking by firm size. With over 700 talented individuals across the UK and Ireland, Dains is a strong force in the industry. The firm specializes in Accountancy & Business Services, Audit, Corporate Finance, Forensic Accounting, and Taxation.
What We Offer:
- 25 days annual leave (increases with length of service) plus statutory holidays
- Hybrid and flexible work options
- Life assurance, private medical
- Cycle to work and greener car schemes
- Development reviews and training
- Group staff pension scheme
- Discounted shopping platform
Benefits:
- Focus on employee well-being, development, and professional growth
- Opportunities for hybrid working, and flexible working hours.
| Organization | Dains |
| Industry | Accounting / Finance / Audit Jobs |
| Occupational Category | Private Client Tax Manager |
| Job Location | Birmingham, UK |
| Shift Type | Morning |
| Job Type | Full Time |
| Gender | No Preference |
| Career Level | Intermediate |
| Experience | 2 Years |
| Posted at | 2025-02-06 2:48 pm |
| Expires on | 2026-11-24 |