Tax Consultancy Partner

4 weeks ago

Swindon, Swindon, United Kingdom Monahans Full time
Job Description

We are seeking an experienced Tax Consultancy Partner to join our team at Monahans. As a key leadership role, you will be responsible for managing a team of professionals across consulting and compliance functions.

This role offers flexibility to be based in any of our offices, and you will play a pivotal role in both client management and team leadership, while actively contributing to business growth.

Key Responsibilities:

  • Lead the delivery of tailored tax consultancy services to high net worth individuals, ensuring a comprehensive wealth planning approach.
  • Oversee all aspects of personal tax compliance, trust taxation, and strategic advisory projects.
  • Build and maintain strong relationships with clients, providing them with proactive advice in light of tax legislation changes.
  • Work collaboratively with the tax team to ensure timely and accurate completion of client assignments.

Business Development:

  • Proactively seek and generate new business opportunities by identifying client needs and offering innovative, forward-thinking solutions.
  • Take a lead role in promoting and marketing the firm's services to new clients, while expanding and strengthening relationships with existing clients.
  • Contribute to the development of new services within Private Client Tax, enhancing the firm's offering.

Leadership:

  • Manage and mentor a team of professionals across consulting and compliance, providing guidance, training, and feedback to support their professional growth.
  • Drive a culture of collaboration and innovation within the team, encouraging new ideas and best practices.
  • Play an active role in management meetings, ensuring effective leadership across the firm's 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.
  • Leadership: Experience in managing and motivating teams, with a focus on creating an innovative and collaborative working environment
  • Business Development: Proven ability to generate new business and develop long-term client relationships.
  • High Net Worth Client Management: Extensive experience in advising entrepreneurial and high net worth clients on wealth planning and personal tax matters.

What We Offer:

  • Competitive salary with regular benchmarking and merit-based reviews including growth shares at partner level.
  • 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.

About Us:

At Monahans, we are dedicated to personal and professional growth, ensuring every team member feels valued and empowered. 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.

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