Private Client Tax Consultancy Director

4 days ago

Swindon, Swindon, United Kingdom Monahans Full time
About the Role

We are seeking a highly skilled and experienced Private Client Tax Consultancy Director to join our team at Monahans. As a key member of our Private Client team, you will play a crucial role in delivering tailored tax consultancy services to our most affluent clients.

Key Responsibilities
  • Client Management: 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.
  • Legislative Updates: Identify changes in UK Tax legislation, assessing their impact on clients, and promote relevant advisory projects.
  • Business Development: Support the Partner in engaging new clients, contributing to marketing efforts, and expanding your professional network.
  • Leadership: 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.
Requirements
  • 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.
  • 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.
What We Offer
  • Competitive Salary: A competitive salary with regular benchmarking and merit-based reviews.
  • Health and Wellness Benefits: Private health insurance, a healthcare cash plan, and an employee assistance program.
  • Flexible Working Arrangements: Homeworking options and the opportunity to buy more annual leave.
  • Generous Support Policies: Enhanced maternity and paternity pay, life assurance, and a pension scheme.
  • Additional Perks: The myMonahans benefits platform, volunteer leave, social events, and a cycle-to-work scheme.
About Monahans

We are 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. We pride ourselves on fostering a supportive environment where professional growth and work-life balance are priorities.

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