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Private Client Tax Director

2 weeks ago

Malmesbury, United Kingdom Monahans, Part of the Sumer Group Full time

OverviewPrivate Client Tax Director role at Monahans, Part of the Sumer Group.Department: Personal TaxLocation: MalmesburyAbout MonahansMonahans is a leading provider of accounting and business advisory services in the South West, with a heritage spanning over 120 years. With offices across Wiltshire and Somerset, we combine traditional values with innovative approaches to support client growth. We value professional growth, work-life balance, and a collaborative environment that recognises contributions and offers diverse career opportunities.DescriptionPurpose of the Role: As the Private Client Tax Consultancy Director, you will lead the delivery of tailored tax consultancy services to affluent clients, ensuring their wealth planning needs are met with precision and care. You will manage a diverse portfolio of high net worth individuals, oversee high-level compliance and advisory services, and lead and support ad-hoc tax projects. You will mentor and guide team members to maintain high client service standards.Key ResponsibilitiesClient FocusMaintain 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, collaborating with the tax team.Ensure timely and accurate completion of client assignments, including personal, trust, and corporation tax returns.Identify changes in UK tax legislation, assess their impact on clients, and promote relevant advisory projects.Business DevelopmentProactively identify opportunities for additional services and generate innovative approaches to client concerns.Support the Partner in engaging new clients, contributing to marketing efforts, and expanding your professional network.LeadershipProvide direction, coaching, feedback, and support to colleagues working on engagements with you as necessary.Delegate work appropriately, ensuring staff have the required skills and knowledge to complete tasks, and provide guidance as needed.Review work by junior team members, including addressing technical questions.Contribute to management meetings and collaborate with the Corporate and Personal Tax Compliance director to ensure effective leadership across all tax functions.Skills, Knowledge and ExpertisePrivate 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: Experience advising entrepreneurial and high net worth clients on wealth planning and personal tax matters.Commercial Focus: Strong commercial acumen aligned with client business objectives.Proven Work Winner: Demonstrated ability to develop a personal portfolio of high net worth clients.Wealth Planning: Strategic tax advice for high net worth individuals, including trusts and wealth-holding vehicles.International Taxation: Experience with international personal tax issues, including domicile and offshore structures.Sector Knowledge: Understanding tax implications for landowners, rural businesses, and related services.You may be the sort of person who is:Strategically Minded: Align tax advice with long-term wealth planning objectives.Detail-Oriented: Meticulous in complex tax issues, ensuring accuracy and compliance.Proactive: Identify and pursue new business opportunities.Collaborative: Work effectively within a team, providing direction and support.Adaptable: Comfortable with evolving responsibilities and a broad range of tasks.BenefitsAt Monahans, we support personal and professional growth with competitive rewards and benefits, including:Competitive salary with benchmarking and merit-based reviews.Health and wellness benefits including private health insurance, healthcare cash plan, and employee assistance program.Flexible working arrangements, including homeworking options and extra annual leave.Generous support policies such as enhanced maternity/paternity pay, life assurance, and a pension scheme.Additional perks like myMonahans benefits platform, volunteer leave, social events, and cycle-to-work scheme.Our mission is to use our business as a force for good by making a positive impact on our community and driving positive change in the world. We are committed to sustainable operations and inclusion; we are an equal opportunities employer and do not discriminate on the grounds of gender, sexual orientation, marital 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. #J-18808-Ljbffr