Private Client Tax Director

OverviewMonahans is a leading provider of accounting and business advisory services in the South West, with a heritage spanning over 120 years. With a network of offices across Wiltshire and Somerset, we focus on helping businesses thrive by combining traditional values with innovative approaches. We foster a supportive environment where professional growth and work-life balance are priorities.Department: Personal TaxLocation: Bristol Purpose of the RoleAs the Private Client Tax Consultancy Director, 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. You will manage a diverse portfolio of high net worth individuals, delivering high-level compliance and advisory services, and lead and support ad-hoc tax projects. Your leadership will include mentoring and guiding team members to maintain high standards of client service. Key Responsibilities Client Focus Maintain 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 all client assignments, including personal, trust, and corporate tax returns. Identify changes in UK tax legislation, assess their impact on clients, and promote relevant advisory projects. Business Development Proactively 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. Leadership Provide direction, counselling, coaching, feedback, and support to colleagues on projects as needed. Delegate work appropriately, ensuring staff have the required skills and knowledge, and provide guidance as necessary. Review work by junior team members and address technical questions. Contribute to management meetings and work with the Corporate and Personal Tax Compliance director to ensure effective leadership across all tax functions. Skills, Knowledge and Expertise Private Tax Expertise: Inheritance Tax (IHT), Trusts, family investment companies, intergenerational planning, Capital Gains Tax (CGT), residence, and domicile. High Net Worth Client Management: Advising entrepreneurial and high net worth clients on wealth planning and personal tax matters. Commercial Focus: Strong commercial acumen in private tax, aligning advice with the client’s business objectives. Proven Work Winner: Demonstrated ability to develop your own portfolio of clients within the high net worth sector. Wealth Planning: Strategic tax advice for high net worth individuals, including trusts and private companies. International Taxation: Experience with international personal tax issues, including residence, domicile, and offshore trusts. Sector Knowledge: Understanding tax implications for landowners, rural businesses, and related services. You may be the sort of person who is: Strategically Minded: Aligns tax advice with clients’ long-term wealth planning objectives. Detail-Oriented: Meticulous in complex tax issues, ensuring accuracy and compliance. Proactive: Identifies and pursues new business opportunities with existing and potential clients. Collaborative: Works effectively within a team, providing direction and support to colleagues. Adaptable: Comfortable with evolving responsibilities and a diverse task range. Benefits Competitive salary with regular benchmarking and merit-based reviews. 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 ability to buy more annual leave. Generous support policies such as enhanced maternity/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. Our mission at Monahans 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 encourage all employees to minimise waste, reduce our carbon footprint, expand our community initiatives, uphold ethical standards, and support a culture that embraces difference and 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 or maternity, race, religion or belief, disability, or age. If you require a reasonable adjustment during our recruitment process, please inform us. Seniority level Director Employment type Full-time Job function Accounting/Auditing and Finance Accounting #J-18808-Ljbffr