Private Client, nest egg, wealth management

Private Client Assistant Manager

Full Time

Are you CTA-qualified and excited 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? 

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.

We are a firm of accountants & business advisers, who operate from five offices in the Midlands and have 34 Partners and Directors and over 200 staff.

Here at Dains Accountants, we build positive relationships with our clients, take time to understand their requirements and what is important to them, and deliver a professional and friendly service.

We believe our employees are our greatest asset, and we look to provide the best working environment, along with hybrid and smart working options and generous benefits. We listen, learn, and evolve as we strive to make Dains a great place to work.


  • 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 with 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 liaises 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


  • 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

About Dains - Top 60 firm, Investors in People, Climate Positive Company and Workforce

Our Commitment to you

Job CategoryPrivate Client
Benefit 125 days annual leave (plus normal statutory bank holidays)
Benefit 2Buy and sell annual leave
Benefit 3Cycle to work scheme
Benefit 4Greener car scheme
Benefit 5Regular development reviews and training
Benefit 6Group staff pension scheme
Benefit 7Wellbeing refreshments
Benefit 8Discounted shopping platform

How to Apply

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 you are applying for).

A valid email address is required.
A valid phone number is required.

Application Process

Step 1

Please complete the application submission form at the end of the job spec or send your full CV to Nicola Jones.

Step 2

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

Step 3

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

Step 4

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