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.

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

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.

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