Private Client Tax Lead

4 days ago


Bristol, Bristol, United Kingdom Monahans Full time

We are looking for a skilled Private Client Tax Lead to manage our team of professionals and drive business growth. This senior role will involve leading the delivery of tax consultancy services to high net worth individuals, building strong client relationships, and generating new business opportunities.

Job Requirements:
  • 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.
  • Proven ability to generate new business and develop long-term client relationships.
  • Experience in advising entrepreneurial and high net worth clients on wealth planning and personal tax matters.

The estimated annual salary for this position is £140,000, based on experience and qualifications. Flexible working arrangements are available, including homeworking options.



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