High Net Worth Tax Manager

2 days ago


Bristol, Bristol, United Kingdom Monahans Full time
High Net Worth Tax Manager Wanted

Monahans is seeking an experienced Tax Consultancy Partner to manage a team across both consulting and compliance functions, driving the Private Client Tax service offering and generating new business through innovative approaches. As a key leadership role, this position will focus on delivering tailored tax consultancy services to high net worth individuals, ensuring a comprehensive wealth planning approach.

About the Job
The successful candidate will have extensive knowledge in Inheritance Tax (IHT), Trusts, family investment companies, intergenerational planning, Capital Gains Tax (CGT), residence, and domicile, as well as experience in advising entrepreneurial and high net worth clients on wealth planning and personal tax matters. This is a unique opportunity to join a leading accounting and business advisory firm, dedicated to making a positive impact on the community and driving positive change in the world.

Main Responsibilities
- Lead the delivery of tailored tax consultancy services to high net worth individuals, ensuring a comprehensive wealth planning approach.
- Oversee all aspects of personal tax compliance, trust taxation, and strategic advisory projects.
- Build and maintain strong relationships with clients, providing them with proactive advice in light of tax legislation changes.
- Work collaboratively with the tax team to ensure timely and accurate completion of client assignments.
- Contribute to the development of new services within Private Client Tax, enhancing the firm's offering.
- Manage and mentor a team of professionals across consulting and compliance, providing guidance, training, and feedback to support their professional growth.

Requirements
- Extensive knowledge in Inheritance Tax (IHT), Trusts, family investment companies, intergenerational planning, Capital Gains Tax (CGT), residence, and domicile.
- Experience in advising entrepreneurial and high net worth clients on wealth planning and personal tax matters.
- Commercially astute, able to identify business opportunities and deliver tax advice that drives results for both clients and the firm.
- Strategic thinking, capable of delivering advice that aligns with clients' broader financial goals.

What We Offer
- A competitive salary of £120,000 - £180,000 per annum, with regular benchmarking and merit-based reviews including growth shares at partner level.
- 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.

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