Financial Planning Manager, Tax Associate Director

Jobtailor; Dublin; On-site; EUR 90,000 - 130,000; Full time

Benefits offered by this job

Employee Assistance Programme

Mental health support

Flexible working options

Flexible benefits allowance

Learning & development

Assisted retirement planning

Job summary

Davy seeks an Associate Director (Tax) to join the Financial Planning Team within Private Clients. You will deliver tax planning and advisory services to high-net-worth individuals and corporate clients, requiring strong project management and an innovative mindset to drive outcomes for existing clients and new business.

In a collaborative team of in-house specialists, you will provide technical support, contribute to client meetings, and partner with financial advisers to deliver comprehensive

Qualifications

• Degree or Master's level qualification in a relevant field.
• Fully qualified Chartered Tax Adviser (CTA).
• Experience in private client services is preferred.

Responsibilities

• Collaborate with the Financial Planning team to design tax-efficient wealth solutions for UHNW clients.
• Support development of tax-efficient wealth management strategies with clients' advisers.
• Deliver technical updates and ongoing tax guidance for advisers and clients.
• Promote and market the firm's financial planning services.
• Maintain strong relationships with intermediaries and professional service firms.
• Provide technical tax training to financial planners and advisers.

Skills

Irish tax knowledge

Client-facing

Tax advisory

Project management

Stakeholder management

MS Office

Education

Degree or Master's

CTA ( Chartered Tax Adviser )

Professional qualifications advantageous

Job description

About the role

An exciting opportunity has arisen for an Associate Director (Tax) to join the Financial Planning Team within Private Clients. In the role, the successful candidate will focus on delivering tax planning and advisory services to high-net-worth individuals and corporate clients. The role requires strong project management and organisational skills, along with an innovative mindset, to drive effective outcomes for both existing clients and new business opportunities. Working as part of a collaborative team of in-house financial planning specialists, the individual will provide technical support, contribute to client meetings, and partner closely with financial advisers to deliver comprehensive solutions.

Key Responsibilities

• Collaborate with the Financial Planning team to design and deliver tailored financial planning and investment solutions for high-net-worth clients, drawing on expertise across pensions, taxation, and investments.
• Support the development of tax-efficient wealth management strategies for UHNW families in partnership with clients' tax and legal advisers, including advising on the taxation of investment solutions.
• Continuously enhance and innovate the firm's service offering to ensure delivery of market-leading, holistic advice.
• Play a key role in promoting and marketing the firm's financial planning services.
• Build and maintain strong relationships with key intermediaries and professional service firms.
• Provide technical tax training to financial planners and advisers.
• Produce topical technical updates and ongoing tax guidance for advisers and clients.
• Ensure full compliance with all applicable Risk & Compliance frameworks, policies, and procedures.

About you

• Degree or Master's level qualification.
• Minimum of two+ years post-qualification experience in a client-facing technical role, preferably within private client services.
• Strong knowledge of Irish tax, with a working understanding of pensions and investment products.
• Fully qualified Chartered Tax Adviser (CTA).
• Additional professional qualifications are advantageous (e.g., Trust and Estate Practitioner (TEP), Qualified Solicitor, Qualified Accountant, Certified Financial Planner (CFP), or Qualified Financial Adviser (QFA)).
• Excellent written and verbal communication and presentation skills.
• High level of proficiency in Microsoft Office applications, including Word, Excel, Outlook, and PowerPoint.
• Strong attention to detail and accuracy.
• Self-motivated, proactive, and entrepreneurial mindset, with excellent planning and organisational abilities.
• Ability to work collaboratively as part of a team and effectively manage stakeholders, with a proven ability to build and maintain strong professional relationships.
• Meets Fitness & Probity standards as required.

Fitness & Probity

The position set out above is defined in the Fitness & Probity Standards issued by the Central Bank of Ireland as a "Controlled Function (CF)". In compliance with the Fitness and Probity Standards applicable to your position, any offer of employment is conditional upon you demonstrating that you meet the Fitness & Probity Standards.

What we offer

At Davy, our people are our biggest investment. We offer a comprehensive Employee Assistance Programme (EAP) and mental health first aid. Our Sports & Social teams promote physical wellbeing and social connection. We also provide health and wellness, flexible working options, flexible benefits allowance, learning and development opportunities, and assisted retirement planning.