EXPLORE YOUR NEXT CHAPTER

Private Client Senior Manager

2025 Dains

Stockport, Greater ManchesterOn-site · Full-time

Source: Headcount Labs · original listing ↗

Job data: Headcount Labs, ODbL 1.0. Job descriptions belong to their employers.

Posted 3 days ago

About this role

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. 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.   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. 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

Salary information

Not specified

Visa sponsorship

Not specified

Work authorisation

Not specified

Relocation support

Not specified

JobCheckPoint never asks candidates to pay, and genuine employers shouldn't either. If this job asks you for money (registration, training, visa or equipment fees), don't pay. Report it below.