Senior Private Client Tax Manager - Hybrid Working

DAIN; Stockport; Hybrid; GBP 70,000 - 110,000; Full time

Benefits offered by this job

Flexible working

Hybrid/smart working

25 days annual leave

Health Insurance

Life Assurance

Discount shopping platform

Greener car scheme

Cycle to work

Job summary

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

Qualifications

• 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.

Responsibilities

• 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.

Skills

UK tax legislation

Communication

Time management

Advisory project work

Analytical thinking

Education

CTA qualification

Job description

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