Senior Private Client Tax Manager – Hybrid

Dains; Greater Manchester; Hybrid; GBP 75,000 - 110,000; Full time

Benefits offered by this job

Flexible and hybrid/smart working

25 days annual leave

Option to buy and sell annual leave

Health Insurance

Life Assurance

Discount shopping platform

Greener car scheme

Cycle to work

Job summary

Dains is seeking a Private Client Senior Manager in Greater Manchester 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 discussions, ensure compliance, and mentor junior staff.

The role emphasises strong client service, timely delivery, and strategic tax planning within a collaborative Private Client Tax team at Dains.

Qualifications

• CTA qualification preferred.
• Proven track record managing a portfolio of high-net-worth clients and signing out tax returns.
• Strong understanding of private client tax planning and compliance.

Responsibilities

• Oversee a portfolio of private client tax returns including HNW individuals, families, entrepreneurs, trusts, estates and partnerships.
• Lead client meetings, review tax positions and provide strategic guidance.
• Review personal tax returns and liaise with HMRC on clients' behalf.
• Supervise and mentor junior tax staff and review their work.
• Identify opportunities to expand the client base and contribute to business development.

Skills

UK tax legislation knowledge

Strong communication

Team leadership

Client relationship management

Education

Fully CTA qualified

Job description

Dains is seeking a Private Client Senior Manager in Greater Manchester 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 discussions, ensure compliance, and mentor junior staff.

The role emphasises strong client service, timely delivery, and strategic tax planning within a collaborative Private Client Tax team at Dains.