Working in Private Client

Getting people as tax-efficient as possible while minimising their tax liabilities is the goal of our private client team. We handle some personal tax work for corporations (eg directors of businesses), but our private client team specialises in helping high net worth individuals build a prosperous future.

This team consists of people currently based in Lichfield, Derby, and Stoke. 

How our team describe working in private client: Harmonious Friendly Dedicated

What you could be doing

In our private client team, you could be working on:

  • Financial Planning
  • Inheritance Tax
  • Self-Assessments
  • Trust and Estate Advice
  • Capital Gains Tax
  • Retirement Planning

Key roles and progression

We work as a team at Dains, and the private client team often works with wider partners of the business, but also on their own.  We all have a role to play in making sure tax deadlines are met and taxes are minimised. 

Example Career Ladder

Key Skills

Intelligent Thinking

Helping clients to achieve there end goal with best financial result.

Fast-Paced

In tax season you need to be effective and work productively to meet HMRC deadlines.

Working Together

Working with clients to understand how other areas of the business can help them to achieve their aspirations.

I enjoy working with a team dedicated to providing the best possible service to their clients.

Current Jobs in Private Client:

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, profess...