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Private Client Assistant Manager

Dains LLP
Job LocationBirmingham
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Dains are actively recruiting for an Assistant Manager to join their Private Client department. You will work closely with the Private Client Partner to plan, co-ordinate and deliver tax compliance and advisory services to both new and existing clients within the Private Client and Commercial Services departments in accordance with the divisional business plans.Dains is a regional firm of accountants & business advisers based in the Midlands. Our primary offices are in Birmingham, Burton on Trent, Derby, Lichfield and Stoke on Trent. Our skills include accountancy, audit, forensic accounting, corporate finance, tax and employment services (including payroll).A full UK driving licence and your own vehicle is essential for this role. The role will be based within our Birmingham office but occasional travel to Lichfield will be required.Responsibilities:

  • Assist in the development of tax advisory assignments
  • Provide routine support to the Private Client, Corporate and Commercial Services clients including the development of a helpline service offering
  • Provide ad-hoc delivery support to the tax department
  • Research and provide technical updates to the tax department, the whole firm, and the marketing department as appropriate with the aim of developing a regular e-shot tax update for clients and prospects
  • Assist in the provision of both internal and external PR material on a regular basis
  • Assist other Tax Partners and Managers on the delivery of services to their client/prospects
  • Plan and carry out direct sales and marketing activities for the above services in accordance with agreed budgets and timescales.
  • Respond to and follow up sales enquiries by post, email, telephone, and personal visits
  • Applies 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
  • Be pro-active in identifying any changes in legislation and the impact this has on the client base
  • Reviews works of colleagues for technical accuracy
  • To manage a portfolio of clients and to be responsible for the day to day management of their affairs
  • To manage deadlines and prioritise workload in accordance with the needs of the department and client expectations
  • To manage own time and that of others efficiently
  • Develop and maintain effective communication with Partners, Directors and staff
  • To have overall responsibility for the management of WIP on client portfolio
  • To have overall responsibility for the management of WIP on client portfolio
    • Attributes:
  • CTA qualified
  • STEP is desirable
  • Displays a positive and motivated outlook
  • Is able to instigate change and new ideas
  • Performs well under pressure
  • Ensures that the firm is not exposed to unnecessary risk
  • Maintains confidentiality
  • Demonstrates the ability to deal with difficult situations
  • Demonstrates resilience
  • Proven technical skills
  • Ability to use/learn software and systems operated by the company as appropriate (eg Caseware, CorTax, MYOB AE Central, Singleview*)
  • To have a good understanding of relevant Microsoft Office software, eg Outlook, Word, Excel and any other packages relevant to the role
  • You may from time to time be required to attend courses (internal and external) to aid you in the capacity
    • In return…
  • 25 days annual leave (plus normal statutory bank holidays)
  • Buying and selling annual leave
  • Cycle to work scheme
  • Regular reviews and training
  • Smart/flexible working hours
  • Generous Profit Related Bonus scheme
  • Group staff pension scheme
  • A confidential Employee Assistance Programme helpline available 24/7
  • Death in service of 4 times salary
  • Paid volunteer days
  • Refer a friend / client scheme
  • Wellbeing refreshments
  • Reward & Recognition Scheme with monthly and annual awards
  • Annual payment of professional subscription
  • Discounted Shopping
  • Fully expensed Christmas Party; Firmwide Day Out and Summer Social
  • Free Eye Tests
  • Dress for Diary
    • Required skills
  • CTA
  • Tax Advisory
  • Private Client
  • STEP
  • Tax compliance

    • Keyskills :
    Tax Advisy STEP

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