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Private Client Tax Director

2 months ago

Swindon, Swindon, United Kingdom Monahans Full time
Private Client Tax Director Opportunity

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 our traditional values with innovative approaches.

About the Role

We are seeking an experienced Private Client Tax Director to join our team. As a key member of 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
  • Manage a diverse portfolio of high net worth individuals, overseeing all aspects of their personal tax requirements.
  • Deliver high-level compliance and advisory services, including personal, trust, and corporation tax returns.
  • Lead and deliver on ad-hoc advisory projects, working collaboratively with the tax team.
  • 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.
Requirements
  • 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.
  • Demonstrated ability to generate your own portfolio of clients, with a deep understanding of the high net worth world.
What We Offer

At Monahans, we are dedicated to personal and professional growth, ensuring every team member feels valued and empowered. Our benefits package includes a competitive salary, regular benchmarking and merit-based reviews, health and wellness benefits, flexible working arrangements, and generous support policies.

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.