Private Client Tax Director
3 hours ago
Monahans is a leading provider of accounting and business advisory services in the South West, with a rich heritage spanning over 120 years.
We pride ourselves on fostering a supportive environment where professional growth and work-life balance are priorities.
As the Private Client Tax Consultancy Director, you will play a key role in our Private Client team.
Key Responsibilities:- Lead the delivery of tailored tax consultancy services to our most affluent clients, ensuring their wealth planning needs are met with precision and care.
- Manage a diverse portfolio of high net worth individuals, overseeing all aspects of their personal tax requirements.
- Deliver high-level compliance and advisory services, as well as lead and support ad-hoc tax projects.
- Maintain strong, productive relationships with clients within the team's portfolio, ensuring regular communication and handling specific tax queries.
- Support the Partner in engaging new clients, contributing to marketing efforts, and expanding your professional network.
- 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.
- 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.
- 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.
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Swindon, Swindon, United Kingdom Monahans Full timePrivate Client Tax Director OpportunityMonahans 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 RoleWe are seeking an experienced Private Client Tax...
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Private Client Tax Director
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Swindon, Swindon, United Kingdom Monahans Full timePrivate Client Tax Director OpportunityMonahans 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 RoleWe are seeking an experienced Private Client Tax...
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Swindon, Swindon, United Kingdom Monahans Full timeAbout the RoleAs a Private Client Tax Consultancy Director at Monahans, 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 ResponsibilitiesManage a diverse portfolio of high net worth...
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Swindon, Swindon, United Kingdom Monahans Full timeAbout the RoleAs a Private Client Tax Consultancy Director at Monahans, 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 ResponsibilitiesManage a diverse portfolio of high net worth...
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Swindon, Swindon, United Kingdom Monahans Full timePrivate Client Tax Director OpportunityMonahans is a leading provider of accounting and business advisory services in the South West, with a rich heritage spanning over 120 years.We are committed to helping businesses thrive by combining our traditional values with innovative approaches.Fostering a supportive environment where professional growth and...
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Swindon, Swindon, United Kingdom Monahans Full timePrivate Client Tax Director OpportunityMonahans is a leading provider of accounting and business advisory services in the South West, with a rich heritage spanning over 120 years.We are committed to helping businesses thrive by combining our traditional values with innovative approaches.Fostering a supportive environment where professional growth and...
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Swindon, Swindon, United Kingdom Monahans Full timePrivate Client Tax Director OpportunityMonahans is a leading provider of accounting and business advisory services in the South West, with a rich heritage spanning over 120 years.We are committed to helping businesses thrive by combining our traditional values with innovative approaches.Fostering a supportive environment where professional growth and...
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Swindon, Swindon, United Kingdom Monahans Full timePrivate Client Tax Director OpportunityMonahans is a leading provider of accounting and business advisory services in the South West, with a rich heritage spanning over 120 years.We are committed to helping businesses thrive by combining our traditional values with innovative approaches.Fostering a supportive environment where professional growth and...
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Swindon, Swindon, United Kingdom Monahans Full timePrivate Client Tax Director OpportunityMonahans is a leading provider of accounting and business advisory services in the South West, with a rich heritage spanning over 120 years. Our commitment to helping businesses thrive is reflected in our innovative approaches and traditional values.We pride ourselves on fostering a supportive environment where...
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Swindon, Swindon, United Kingdom Monahans Full timePrivate Client Tax Director OpportunityMonahans 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 RoleWe are seeking an experienced Private Client Tax...
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Private Client Tax Director
7 days ago
Swindon, Swindon, United Kingdom Monahans Full timePrivate Client Tax Director OpportunityMonahans 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 RoleWe are seeking an experienced Private Client Tax...
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