Private Client, nest egg, wealth management

Private Client Tax Consultant

Full Time
Lichfield

Are you ATT 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?





If you are looking to further develop your expertise in an interesting area of tax consultancy and working with high-net-worth individuals, then this role could be for you!





Established in 1926, Dains is an independent firm of chartered accountants and business advisers specialising in advising growing SME businesses. The firm currently employs over 400 staff including 62 Partners & Directors.





Our core services are Accountancy and Business Advisory, Audit, Corporate Finance, Forensic Accounting, and Taxation alongside outsourced FD and HR support. We deliver these services with a focus on our core values of Valued Relationships, Fairness, Working & Succeeding Together and Integrity.  Together these core values make up the Dains DNA which runs through each of our interactions and activities.





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





Responsibilities






  • Preparation of Tax returns on behalf of clients




  • Confidently deal with all compliance aspects of client’s affairs




  • Dealing with basic tax matters on behalf of clients




  • Confidently liaise with HM Revenue & Customs and other third parties as necessary




  • Build strong relationships with clients to deal with queries arising when preparing annual Tax Returns and in dealing with their affairs on an annual basis




  • Preparation and submissions of P11D forms




  • Supporting the management of a portfolio of clients to ensure that all tax returns are prepared and submitted to HM Revenue & Customs by the due dates




  • Calculation of the client’s tax liabilities, together with a reconciliation of the tax due




  • Accurately check PAYE codes and statements on account on behalf of clients




  • Calculation of capital gains tax computations and advising clients of their liabilities





Attributes






  • ATT Qualified




  • Strong communication skills with a confident and professional manner




  • Familiarity with Tax software together with Outlook, Excel and Word




  • Eligibility to work in the UK




  • A full UK driver’s licence is preferred but not essential




  • Have a willing and conscientious work ethic




  • Have a confident and professional communication style









About Dains - Top 35 firm, Investors in People, Climate Positive Company and Workforce









Our Commitment to you

Job CategoryPrivate Client
Benefit 125 days annual leave (increases with length of service) 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
Applications

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

Step 2
Assessment

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

Step 3
Interview

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

Step 4
Evaluation

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