Join to apply for thePrivate Client Tax Directorrole atMonahans, Part of the Sumer Group 2 weeks ago Be among the first 25 applicants Join to apply for thePrivate Client Tax Directorrole atMonahans, Part of the Sumer Group AboutMonahans is a leading provider of accounting and business advisory services in the South West, with a rich heritage spanning over 120 years. With a network of offices across Wiltshire and Somerset, 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. At Monahans, you will be part of a collaborative team that values your contributions and offers diverse career opportunities to help you achieve your professional goals. Department:Personal Tax Location:TauntonDescriptionAboutMonahans is a leading provider of accounting and business advisory services in the South West, with a rich heritage spanning over 120 years. With a network of offices across Wiltshire and Somerset, 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. At Monahans, you will be part of a collaborative team that values your contributions and offers diverse career opportunities to help you achieve your professional goals.Purpose of the RoleAs the Private Client Tax Consultancy Director, you will play a key role in our Private Client team. 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.This role involves managing a diverse portfolio of high net worth individuals, overseeing all aspects of their personal tax requirements. You will be responsible for delivering high-level compliance and advisory services, as well as leading and supporting ad-hoc tax projects. Your leadership will also extend to mentoring and guiding team members, ensuring that our high standards of client service are consistently met.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, working collaboratively with the tax team. Ensure timely and accurate completion of all client assignments, including personal, trust, and corporation tax returns. Identify changes in UK Tax legislation, assessing 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, counselling, coaching, feedback, and support to colleagues working on jobs with you as necessary. Delegate work appropriately, ensuring that employees have the required skills and knowledge to complete tasks, and provide guidance as needed. Review work done by junior members of the team, including addressing technical questions. Contribute to management meetings as required and work closely with the Corporate and Personal Tax Compliance director to ensure effective leadership across all tax functionsSkills, Knowledge and ExpertiseSkills and experience: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. Proven Work Winner : Demonstrated ability to generate your own portfolio of clients, with a deep understanding of the high net worth world. 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.You may be the sort of person who is:Strategically Minded:Capable of providing high-level tax advice that aligns with clients’ long-term wealth planning objectives. Detail-Oriented:Meticulous in your approach to complex tax issues, ensuring accuracy and compliance. Proactive:Able to identify and pursue new business opportunities, both with existing and potential clients. Collaborative:Works effectively within a team, providing direction, coaching, and support to colleagues. Adaptable:Comfortable with evolving responsibilities and able to handle a diverse range of tasks.BenefitsBenefits:At Monahans, we are dedicated to personal and professional growth, ensuring every team member feels valued and empowered. As part of the Monahans team, you can expect:Competitive salarywith regular benchmarking and merit-based reviews. Health and wellness benefitsincluding 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 policiessuch as enhanced maternity and paternity pay, life assurance, and a pension scheme. Additional perkslike 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 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. Seniority levelSeniority level Director Employment typeEmployment type Full-time Job functionJob function Accounting/Auditing and Finance Industries Accounting Referrals increase your chances of interviewing at Monahans, Part of the Sumer Group by 2x Get notified about new Tax Director jobs inTaunton, England, United Kingdom . Taunton, England, United Kingdom 3 weeks ago Bridgwater, England, United Kingdom 2 weeks ago Taunton, England, United Kingdom 3 weeks ago Somerset, England, United Kingdom 3 weeks ago Yeovil, England, United Kingdom 1 month ago Wells, England, United Kingdom 1 month ago Wells, England, United Kingdom 1 month ago Yeovil, England, United Kingdom 1 month ago Wells, England, United Kingdom 1 month ago Personal Tax Manager / Personal Tax Senior ManagerTaunton, England, United Kingdom 3 weeks ago Yeovil, England, United Kingdom 1 month ago Bury, England, United Kingdom 1 month ago Taunton, England, United Kingdom 3 weeks ago Bridgwater, England, United Kingdom 3 weeks ago Wells, England, United Kingdom 1 month ago Yeovil, England, United Kingdom 3 weeks ago Taunton, England, United Kingdom 3 weeks ago Taunton, England, United Kingdom 4 weeks ago Personal Tax and Trusts Advisory ManagerTaunton, England, United Kingdom 4 weeks ago Bury, England, United Kingdom 1 month ago Yeovil, England, United Kingdom 3 weeks ago Bridgwater, England, United Kingdom 3 weeks ago Weston-Super-Mare, England, United Kingdom 3 weeks ago Weston-Super-Mare, England, United Kingdom 4 days ago Wells, England, United Kingdom 3 weeks ago Weston-Super-Mare, England, United Kingdom 3 weeks ago Taunton, England, United Kingdom 3 weeks ago Weston-Super-Mare, England, United Kingdom 4 days ago Bridgwater, England, United Kingdom 3 weeks ago Yeovil, England, United Kingdom 4 weeks ago Yeovil, England, United Kingdom 3 weeks ago Yeovil, England, United Kingdom 4 weeks ago Yeovil, England, United Kingdom 3 weeks ago Yeovil, England, United Kingdom 3 weeks ago Senior Manager or Director - Medical Sector SpecialistTaunton, England, United Kingdom 3 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.#J-18808-Ljbffr
Job Title
Private Client Tax Director