Financial Planning Manager, Tax Associate Director

Davy

Associate Director (Tax) in Financial Planning Team focusing on tax planning and advisory services. Collaborating with financial planners to provide tailored solutions for high-net-worth individuals and corporate clients.

Posted 7/9/2026full-timeDublin • 🇮🇪 IrelandSeniorWebsite

About the role

Key responsibilities & impact

**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.

Requirements

What you’ll need

**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.

Benefits

Comp & perks

**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.

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Tax PlanningInvestment SolutionsPensions KnowledgeTechnical Tax TrainingWealth Management Strategies

Soft Skills

Excellent Communication SkillsAttention to DetailSelf-MotivatedProactive MindsetOrganizational Abilities

Certifications

Chartered Tax Adviser (CTA)Trust and Estate Practitioner (TEP)Certified Financial Planner (CFP)Qualified Financial Adviser (QFA)