Private Client Senior Manager

DAIN; Stockport; Híbrido; GBP 70.000 - 110.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Flexible working

Hybrid/smart working

25 days annual leave

Health Insurance

Life Assurance

Discount shopping platform

Greener car scheme

Cycle to work

Descripción de la vacante

DAIN’s Private Client Tax team in Greater Manchester seeks a Private Client Senior Manager to oversee a portfolio of high-net-worth individuals and owner-managed businesses, delivering bespoke tax advice, annual returns, and planning services. You will lead client engagements with a focus on accuracy, timeliness, and exceptional service.

You’ll supervise junior staff, develop strategies to optimise tax positions, and contribute to business development while maintaining strong relationships with

Formación

• Fully CTA qualified preferred.
• Experience managing a portfolio of high-net-worth clients.
• Strong knowledge of UK tax legislation and compliance.
• Excellent communication and interpersonal skills.
• Ability to manage multiple clients and deadlines.

Responsabilidades

• Oversee a portfolio of private client tax returns including high-net-worth individuals, families, entrepreneurs, trusts, estates and partnerships.
• Lead client meetings to review tax positions and provide strategic guidance.
• Provide tax planning and advisory services covering inheritance tax, trusts, capital gains tax, and income tax.
• Review personal tax returns and associated documentation; ensure filings are accurate and submitted on time.
• Mentor and supervise junior tax staff; review work for accuracy and compliance.
• Identify opportunities to expand the client base and contribute to business development initiatives.

Conocimientos

UK tax legislation

Communication

Time management

Advisory project work

Analytical thinking

Educación

CTA qualification

Descripción del empleo

Private Client Senior Manager

Department: Private Client Tax

Employment Type: Full Time

Location: Greater Manchester

Description

As a Private Client Tax Senior Manager you will oversee and manage a portfolio of high-net-worth individuals and owner-managed business (OMB) clients, delivering bespoke tax advice, annual tax return and planning services. This role requires a strong commitment to tax compliance and a focus on providing outstanding client service with fast turnaround times.

Key Responsibilities

Client Management

• Oversee a portfolio of private client tax returns, including high-net-worth individuals, families, entrepreneurs, trusts, estates and partnerships.
• Build and maintain robust client relationships, acting as the primary contact for all tax-related enquiries.
• Lead regular client meetings (initially with the tax partner) to review tax positions and offer strategic guidance.

Tax Planning and Advisory

• Provide thorough tax planning and advisory services, covering inheritance tax, trust & estate matters, capital gains tax, and income tax.
• Identify tax-saving opportunities and develop strategies to optimise clients' tax positions.
• Advise clients on the implications of new tax legislation, ensuring compliance with current regulations.

Compliance

• Review personal tax returns (including some trusts and estates) and associated documentation.
• Ensure all tax filings are accurate and submitted on time.
• Liaise with HMRC on clients' behalf.

Team Leadership

• Supervise and mentor junior tax staff, offering guidance and support for their professional growth.
• Review work prepared by junior staff, ensuring accuracy and compliance.

Business Development

• Identify opportunities to expand our client base and contribute to business development initiatives.
• Attend networking events and cultivate relationships with potential clients and referral sources.

Skills, Knowledge & Expertise

Education

• Fully CTA qualified preferred.

Experience

• Proven track record of managing a portfolio of high-net-worth clients and signing out tax returns.

Skills

• In-depth knowledge of UK tax legislation and compliance requirements.
• Strong communication and interpersonal abilities.
• Ability to manage multiple clients and deadlines effectively.
• Experience with advisory project work.
• Strong analytical and problem-solving skills.

Job Benefits

At Dains, we are committed to your professional growth and development. We provide a comprehensive suite of training and development opportunities designed to enhance your skills and expand your career possibilities. Our leaders utilise a coaching style and provide on-the-job training.

You will have access to continuing professional development courses and will be sponsored to undertake a coaching training course if you are not already a trained coach. We support every team member in achieving their full potential. Our development programmes are tailored to nurture your unique talents and ambitions, ensuring you not only meet but exceed your professional goals.

We offer a highly competitive salary, and our generous benefits package includes, but is not limited to:

• Flexible and hybrid/smart working options
• 25 days annual leave (plus bank holidays)
• Option to buy and sell annual leave
• Health Insurance
• Life Assurance
• A generous discounted shopping platform for all staff
• Greener car scheme
• Cycle to work scheme