Private Client Tax Director
6 days ago
Monahans 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 professional growth and work-life balance are priorities. As a Private Client Tax Director at Monahans, you will be part of a collaborative team that values your contributions and offers diverse career opportunities to help you achieve your professional goals.
Key Responsibilities:- Client Focus: Maintain strong, productive relationships with clients within the team's portfolio, ensuring regular communication and handling specific tax queries.
- Advisory Services: Lead and deliver on ad-hoc advisory projects, working collaboratively with the tax team.
- Compliance and Advisory: Ensure timely and accurate completion of all client assignments, including personal, trust, and corporation tax returns.
- Tax Legislation: Identify changes in UK Tax legislation, assessing their impact on clients, and promote relevant advisory projects.
- Opportunity Identification: Proactively identify opportunities for additional services and generate innovative approaches to client concerns.
- Client Engagement: Support the Partner in engaging new clients, contributing to marketing efforts, and expanding your professional network.
- Team Guidance: Provide direction, counselling, coaching, feedback, and support to colleagues working on jobs with you as necessary.
- Work Delegation: Delegate work appropriately, ensuring that employees have the required skills and knowledge to complete tasks, and provide guidance as needed.
- Quality Assurance: Review work done by junior members of the team, including addressing technical questions.
- Management Collaboration: 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.
- 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.
- Proven Work Winner: Demonstrated ability to generate your own portfolio of clients, with a deep understanding of the high net worth world.
- 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.
- Competitive Salary: A competitive salary with regular benchmarking and merit-based reviews.
- Health and Wellness Benefits: Health and wellness benefits including private health insurance, a healthcare cash plan, and an employee assistance program.
- Flexible Working: Flexible working arrangements, including homeworking options and the opportunity to buy more annual leave.
- Generous Support Policies: Generous support policies such as enhanced maternity and paternity pay, life assurance, and a pension scheme.
- Additional Perks: 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. If you require a reasonable adjustment during our recruitment process, please inform us.
-
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...
-
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...
-
Tax Director
2 weeks ago
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...
-
Tax Director
2 weeks ago
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...
-
Private Client Tax Director
2 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.We are committed to helping businesses thrive by combining our traditional values with innovative approaches.Fostering a supportive environment where professional growth and...
-
Private Client Tax Director
2 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.We are committed to helping businesses thrive by combining our traditional values with innovative approaches.Fostering a supportive environment where professional growth and...
-
Private Client Tax Director
2 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.We are committed to helping businesses thrive by combining our traditional values with innovative approaches.Fostering a supportive environment where professional growth and...
-
Private Client Tax Director
2 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.We are committed to helping businesses thrive by combining our traditional values with innovative approaches.Fostering a supportive environment where professional growth and...
-
Private Client Tax Director
3 hours ago
Swindon, Swindon, United Kingdom Monahans Full timePrivate Client Tax DirectorMonahans 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...
-
Private Client Tax Director
2 hours ago
Swindon, Swindon, United Kingdom Monahans Full timePrivate Client Tax DirectorMonahans 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...
-
Private Client Tax Director
6 days ago
Swindon, Swindon, United Kingdom Monahans Full timeJob Title: Private Client Tax DirectorMonahans 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. We pride ourselves on fostering a supportive environment where...
-
Private Client Tax Director
7 days ago
Swindon, Swindon, United Kingdom Monahans Full timeJob Title: Private Client Tax DirectorMonahans 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. We pride ourselves on fostering a supportive environment where...
-
Private Client Tax Director
23 hours ago
Swindon, Swindon, United Kingdom Monahans Full timeJob Title: Private Client Tax DirectorMonahans 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...
-
Private Client Tax Director
20 hours ago
Swindon, Swindon, United Kingdom Monahans Full timeJob Title: Private Client Tax DirectorMonahans 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...
-
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...
-
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...
-
Tax Director
2 weeks ago
Swindon, Swindon, United Kingdom Monahans Full timeJob Description**About the Role**We are seeking an experienced Tax Director to lead our Private Client team at Monahans. As a key member of our tax advisory team, you will play a crucial role in delivering tailored tax consultancy services to our most affluent clients.Key Responsibilities:Manage a diverse portfolio of high net worth individuals, overseeing...
-
Tax Director
2 weeks ago
Swindon, Swindon, United Kingdom Monahans Full timeJob Description**About the Role**We are seeking an experienced Tax Director to lead our Private Client team at Monahans. As a key member of our tax advisory team, you will play a crucial role in delivering tailored tax consultancy services to our most affluent clients.Key Responsibilities:Manage a diverse portfolio of high net worth individuals, overseeing...
-
Private Client Tax Director
3 weeks ago
Swindon, Swindon, United Kingdom Monahans Full timeJob DescriptionAt Monahans, we are seeking a highly skilled and experienced Private Client Tax Director to join our team. As a leading provider of accounting and business advisory services, we pride ourselves on delivering exceptional client service and fostering a supportive environment where professional growth and work-life balance are priorities.Role...
-
Private Client Tax Director
1 day ago
Swindon, Swindon, United Kingdom Monahans Full timeJob Title: Private Client Tax DirectorMonahans 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...
