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Private Client Tax Consultant

2 months ago

Swindon, Swindon, United Kingdom Monahans Full time
Job Title: Private Client Tax Manager

Monahans is a leading provider of accounting and business advisory services in the South West, with a rich heritage spanning over 120 years. Our team is committed to helping businesses thrive by combining traditional values with innovative approaches. We foster a supportive environment where professional growth and work-life balance are priorities.

Purpose of the Role

As the Private Client Tax Manager, you will play a key role in our Private Client team. You will lead the delivery of tailored tax consultancy services to our most affluent clients, ensuring their wealth planning needs are met with precision and care.

Key Responsibilities
  • Maintain strong, productive relationships with clients within the team's portfolio, ensuring regular communication and handling specific tax queries.
  • Lead and deliver on ad-hoc advisory projects, working collaboratively with the tax team.
  • Ensure timely and accurate completion of all client assignments, including personal, trust, and corporation tax returns.
  • Identify changes in UK Tax legislation, assessing their impact on clients, and promote relevant advisory projects.
  • Support the Partner in engaging new clients, contributing to marketing efforts, and expanding your professional network.
  • Contribute to management meetings as required and work closely with the Corporate and Personal Tax Compliance director to ensure effective leadership across all tax functions.
Requirements
  • 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.
  • 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.
What We Offer
  • 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.

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.