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Private Client Assistant Manager.

Are you CTA-qualified and passionate about consulting and advising private clients? Do you understand what is important to them and are you able to deliver an effective and friendly resolution?

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Job Type

full-time

Location

Lichfield

We are recruiting a Private Client Tax Assistant Manager to join a highly supportive and conscientious Tax team, to deliver the highest standard of compliance and tax advice in a consultative, professional and supportive manner.

Why Dains

Ranked 31st in the National Accountancy Age ranking by firm size, Dains is the fastest-growing firm within the top 100 accountancy firms in the UK. With over 650 talented individuals across the UK and Ireland, we're a force to be reckoned with. Our core services are Accountancy & Business Services, Audit, Corporate Finance, Forensic Accounting, and Taxation alongside outsourced FD and HR support. Integrated into our DNA are the values of Fairness, Working & Succeeding Together, Integrity and Valued Relationships. This shapes everything we do, creating a vibrant and supportive work culture.

What We Offer

At Dains, our employees are our greatest asset. We're committed to providing the best working environment, where you'll have the opportunity to learn, grow, and thrive. From development and training to flexible benefits and hybrid working options, we prioritise your well-being and professional development.

Our people are what make us great

  • Our People

    At Dains, our employees are our greatest asset. We are also an Investor in People Gold Award winner.

  • The Environment

    We're committed to providing the best working environment, where you will have the opportunity to learn, grow, and thrive.

  • Your Wellbeing

    From development and training to flexible benefits and hybrid working options, we prioritise your well-being and professional development.

  • Your Future

    We are heavily investing in learning and development with the intention of being the market leader for growing and nurturing professionals.

Your Role as Private Client Assistant Manager

Responsibilities

  • Research and provide technical updates to the tax department

  • Assist in the provision of both internal and external PR material on a regular basis

  • Assist the Private Client Tax Partners and Managers on the delivery of services to their portfolio of clients

  • Apply technical knowledge to formulate and deliver tax advisory services and to provide commercial solutions to clients

  • Recognises opportunities to mitigate tax liabilities and to liaise with Partners to implement these opportunities with the client base

  • To proactively identify any changes in legislation and the impact this has on the client base

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Attributes

  • Previous experience dealing with Trusts & Estates

  • Develop and maintain effective communication with Partners, Directors and the wider team

  • CTA qualification

  • Be passionate about delivering the best service

  • Have an inquisitive and tenacious work ethic

  • Hold a full UK driving licence

  • Have a confident and professional communication style

Our commitment to you

Benefits
25 days annual leave (plus normal statutory bank holidays)
Buy and sell annual leave
Cycle to work scheme
Greener care scheme
Regular development reviews and training
Group staff pension scheme
Wellbeing refreshments
Discounted shopping platform

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Dains are a climate positive company

Click the play it green icon floating to the right to find out more about our pledges so far.

Where this role is based

Lichfield

St Johns Court Wiltell Road Lichfield Staffordshire WS14 9DS

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01543 263 484

lichfield@dains.com

Do you have what it takes?

If you have any problems submitting your application using the form below then please send your application to Nicola Jones (remembering to quote the job and location you are applying for).

Apply

The Application Process

  • .

    1. Applications

    Please complete the application submission form at the end of the job spec or send your full CV to applications@dains.com.

  • .

    2. Assessment

    If your application is shortlisted, you will be contacted, and a telephone screening interview will be scheduled.

  • .

    3. Interview

    Following a successful telephone screening interview, you will be invited to attend a face-to-face interview with the hiring manager.

  • .

    4. Evaluation

    You will be notified of the outcome of your interview and provided with feedback.