Financial Planning Manager, Tax Associate Director

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

• …