Senior Wealth Management Director
1 week ago
We are seeking a seasoned professional to lead our Private Client team as the Senior Wealth Management Director. This role involves managing a diverse portfolio of high net worth individuals, overseeing all aspects of their personal tax requirements.
About MonahansMonahans 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.
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.
We are looking for an individual with extensive knowledge in Inheritance Tax (IHT), Trusts, family investment companies, intergenerational planning, Capital Gains Tax (CGT), residence, and domicile. Strong commercial acumen, particularly within the private tax domain, is also essential.
What We Offer- A competitive salary of £100,000 - £150,000 per annum, 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.
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.
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