Private Client Tax Director
2 weeks ago
At Monahans, we are seeking a highly skilled Private Client Tax Director to lead our Private Client team. As a key member of our leadership team, you will play a vital role in delivering tailored tax consultancy services to our affluent clients.
This role involves managing a diverse portfolio of high net worth individuals, overseeing all aspects of their personal tax requirements. You will be responsible for delivering high-level compliance and advisory services, as well as leading and supporting ad-hoc tax projects.
- 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.
You will work closely with the Corporate and Personal Tax Compliance director to ensure effective leadership across all tax functions. Key skills required include:
- 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.
We offer a competitive salary of £80,000 - £120,000 per annum, depending on experience, plus a range of benefits including health and wellness programs, flexible working arrangements, and generous support policies.
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