Financial Planning Manager, Tax Associate Director at Davy

Dublin, Leinster, Ireland -

Full Time

Start Date

Immediate

Expiry Date

07 Oct, 26

Salary

0.0

Posted On

09 Jul, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Tax Planning, Wealth Management, Irish Tax Law, Pensions, Investment Solutions, Project Management, Stakeholder Management, Financial Planning, Client Advisory, Microsoft Office, Technical Writing, Compliance

Industry

Financial Services

Description

At Davy, it’s the unique talents of all our people that have been the foundations of our success for 100 years. As we continue to grow, so do you. Because you are not just part of our team – you are a key player in shaping our future. At Davy, you are the difference. Established in 1926, the Davy Group sits at the heart of wealth and capital in Ireland, providing a broad range of services to high-net-worth individuals, self-directed investors, small-to-medium enterprises, credit unions, corporations, and domestic & international institutional investors. Our culture is shaped around three values, which are at the heart of everything we do: client success, one Davy, and building a proud legacy. Sharing the same goals, we work together to deliver exceptional outcomes for our clients. As part of a team of over 900, you will be encouraged to learn and to grow, both professionally and personally. About the role: An exciting opportunity has arisen for an Associate Director (Tax) to join the Financial Planning Team within Private Clients. In the role, the successful candidate will: This role focuses on delivering tax planning and advisory services to high-net-worth individuals and corporate clients. The successful candidate will have a strong interest in building a career within private client wealth management, leveraging their technical expertise to provide tailored, strategic advice. Working as part of a collaborative team of in-house financial planning specialists, the individual will provide technical support, contribute to client meetings, and partner closely with financial advisers to deliver comprehensive solutions. As part of a dynamic and forward-thinking team, the role requires strong project management and organisational skills, along with an innovative mindset, to drive effective outcomes for both existing clients and new business opportunities. Key Responsibilities Collaborate with the Financial Planning team to design and deliver tailored financial planning and investment solutions for high-net-worth clients, drawing on expertise across pensions, taxation, and investments. Support the development of tax-efficient wealth management strategies for UHNW families in partnership with clients’ tax and legal advisers, including advising on the taxation of investment solutions. Continuously enhance and innovate the firm’s service offering to ensure delivery of market-leading, holistic advice Play a key role in promoting and marketing the firm’s financial planning services Build and maintain strong relationships with key intermediaries and professional service firms Provide technical tax training to financial planners and advisers. Produce topical technical updates and ongoing tax guidance for advisers and clients. Ensure full compliance with all applicable Risk and Compliance frameworks, policies, and procedures. About you We are looking for somebody who has the following background and skills: Degree or Master’s level qualification Minimum of two + years’ post-qualification experience in a client-facing technical role, preferably within private client services Strong knowledge of Irish tax, with a working understanding of pensions and investment products Fully qualified Chartered Tax Adviser (CTA) Additional professional qualifications are advantageous (e.g. Trust and Estate Practitioner (TEP), Qualified Solicitor, Qualified Accountant, Certified Financial Planner (CFP), or Qualified Financial Adviser (QFA)) Excellent written and verbal communication and presentation skills High level of proficiency in Microsoft Office applications, including Word, Excel, Outlook, and PowerPoint Strong attention to detail and accuracy Self-motivated, proactive, and entrepreneurial mindset, with excellent planning and organisational abilities Ability to work collaboratively as part of a team and effectively manage stakeholders, with a proven ability to build and maintain strong professional relationships Meets Fitness & Probity standards as required. Fitness & Probity The position set out above is defined in the Fitness & Probity Standards issued by the Central Bank of Ireland as a “Controlled Function (CF)”. In compliance with the Fitness and Probity Standards applicable to your position, any offer of employment is conditional upon you demonstrating that you meet the Fitness & Probity Standards. What we offer At Davy, our people are our biggest investment. In today’s fast-moving world, we know it’s important to feel secure and empowered. That’s why Davy benefits support you through all of life’s stages, offering health and wellness, flexible working options, flexible benefits allowance, learning and development opportunities, through to assisted retirement planning. Health and Wellbeing Psychological safety, emotional wellbeing and support are a priority at Davy. We offer a comprehensive Employee Assistance Programme (EAP) and mental health first aid. Our Sports & Social teams promote physical wellbeing and social connection. Reward and Recognition We offer a competitive remuneration package to include salary, bonus, pension and a host of additional benefits to protect you and your family when it matters most. Growth and Development Our award-winning L&D function supports you and your growth at Davy. We offer a comprehensive range of professional and personal development opportunities. Our culture supports learning, and we encourage you to explore more at Davy. Positive Workplace Our workplace is inclusive, diverse, and offers everyone a sense of belonging. We are flexible and continue to support a hybrid working model. You will get to be your best at Davy. Values and Culture Exceptional client outcomes delivered by a world class team, underpinned by our core Davy values – One Team, Client Success, and Proud Legacy. Important Information The position set out above is defined in the Fitness & Probity Standards issued by the Central Bank of Ireland as a “Controlled Function (CF)”, namely CF3, CF4. The role is also subject to the Minimum Competency Code and therefore there is a requirement to hold, or be willing to take the QFA exams. In compliance with the Fitness and Probity Standards applicable to your position, any offer of employment is conditional upon you demonstrating that you meet the Fitness & Probity Standards. Davy is an equal opportunities employer, committed to fostering an inclusive and diverse workplace. We value diversity in both background and experience, and even if you don’t meet all of the requirements outlined in the job description, we still encourage you to apply. We review all applications received. As part of our commitment to creating an accessible environment, we want to ensure that everyone has an equal opportunity to participate in the interview process. If you require any reasonable accommodations, please let us know, and we will do our best to make the necessary arrangements. Appointment to this role is subject to the candidate's eligibility to work in Ireland. Where agency assistance is required, our Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to us by recruitment agencies will not be accepted for this role. Davy Group is a member of the Bank of Ireland Group.

Responsibilities

Deliver tax planning and advisory services to high-net-worth individuals and corporate clients. Collaborate with financial planners to design tax-efficient wealth management strategies and provide technical training to the team.