Private Client Tax Manager

2 weeks ago

Swindon, United Kingdom Monahans Full time

Monahans is a leading provider of accounting and business advisory services in the South West, with a rich heritage spanning over 120 years. With a network of offices across Wiltshire and Somerset, we are committed to helping businesses thrive by combining our traditional values with innovative approaches. We pride ourselves on fostering a supportive environment where professional growth and work-life balance are priorities. At Monahans, you will be part of a collaborative team that values your contributions and offers diverse career opportunities to help you achieve your professional goals.


Purpose of the Role


As the Private Client Tax Manager, you will provide technical support to the local partners and client service teams, including HNW clients and Trusts, to develop the private client compliance and advisory client base in the South West through business development, networking and the establishment and maintenance of relationships with other professionals. Whilst the role is primarily compliance focused, you will also be involved in tax planning and project work for a range of clients.


Key Responsibilities:


Client Focus


  • Dealing with compliance and consultancy work for a high-quality portfolio of HNW personal clients and trust structures
  • Maintain a productive relationship with all clients in designated portfolio, maintaining regular contact, completing all the necessary paperwork and answering a range of specific tax queries
  • Research specialised tax issues as required and undertake and manage advisory assignments on the tax portfolio
  • Delegate work as appropriate, ensuring that employees have the appropriate skills and knowledge to complete the tasks, and providing guidance and direction as required
  • Ensure that that team provides an excellent level of service to clients and meets strict deadlines
  • Ensure that all fee notes for department managed clients are generated and sent out in line with partner and client requirements


Business Development


  • Work with the private client tax partner and/or director, other partners and the tax teams to identify and develop new opportunities and services
  • Take the lead in identifying and acting on all potential opportunities for providing additional services to existing clients
  • Actively support all sales, promotional, marketing and networking activities of the organisation either to current clients or targets
  • Write technical articles for publication, contributing to Monahans newsletters as required


Leadership


  • Ensure that policies and procedures are implemented effectively, delegating activities to team members as appropriate
  • Ensure that any resourcing, performance, development or other employment issues are dealt with in a fair and equitable manner, informing the tax director and partner as appropriate
  • Undertake regular performance reviews for tax team members as required, providing direction, counselling, coaching, feedback and support to employees as necessary helping to motivate them and maintain team morale
  • Provide feedback to tax director and partners on team or business activities to ensure that they are fully aware of any issues
  • Develop proactive internal links between all tax functions in order to maintain a consistent approach to the provision of client services.
  • Provide technical training and research documents on topics agreed within the tax management team.
  • Actively monitor team targets and budgets, reporting variances on a monthly basis along with corrective/remedial actions to be taken.



Skills and experience:


  • Private Tax Expertise: Extensive knowledge in Inheritance Tax (IHT), Trusts, family investment companies, intergenerational planning, Capital Gains Tax (CGT), residence, and domicile.
  • High Net Worth Client Management: Extensive experience in advising entrepreneurial and high net worth clients on wealth planning and personal tax matters.
  • Commercial Focus: Strong commercial acumen, particularly within the private tax domain, ensuring that all advice is aligned with the client’s business objectives.
  • Proven Work Winner: Demonstrated ability to generate your own portfolio of clients, with a deep understanding of the high net worth world.
  • Wealth Planning: Proven background in providing strategic tax advice to high net worth individuals, including families and wealth-holding vehicles such as trusts and private companies.
  • International Taxation: Experience with international personal tax issues, including residence, domicile, and offshore trust structures.
  • Sector Knowledge: In-depth understanding of the tax implications for landowners, rural businesses, and related services.


You may be the sort of person who is:


  • Strategically Minded: Capable of providing high-level tax advice that aligns with clients’ long-term wealth planning objectives.
  • Detail-Oriented: Meticulous in your approach to complex tax issues, ensuring accuracy and compliance.
  • Proactive: Able to identify and pursue new business opportunities, both with existing and potential clients.
  • Collaborative: Works effectively within a team, providing direction, coaching, and support to colleagues.
  • Adaptable: Comfortable with evolving responsibilities and able to handle a diverse range of tasks.


Benefits:


At Monahans, we are dedicated to personal and professional growth, ensuring every team member feels valued and empowered. As part of the Monahans team, you can expect:


  • Competitive salary with regular benchmarking and merit-based reviews.
  • Health and wellness benefits including private health insurance, a healthcare cash plan, and an employee assistance program.
  • Flexible working arrangements, including homeworking options and the opportunity to buy more annual leave.
  • Generous support policies such as enhanced maternity and paternity pay, life assurance, and a pension scheme.
  • Additional perks like the myMonahans benefits platform, volunteer leave, social events, and a cycle-to-work scheme.

​

Our mission at Monahans is to use our business as a force for good by making a positive impact on our community and driving positive change in the world.

We are committed to sustainable operations and encourage all our employees to contribute to our efforts in minimising waste, reducing our carbon footprint, expanding our community initiatives, upholding our ethical standards and supporting a culture that embraces difference and strengthens inclusion.

​

We are an equal opportunities employer and do not discriminate on the grounds of gender, sexual orientation, marital or civil partner status, gender reassignment, pregnancy, maternity, race, religion or belief, disability, or age. If you require a reasonable adjustment during our recruitment process, please inform us.

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