Job Description
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, 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 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 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 functions
Skills, Knowledge and Expertise
Skills 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.
Benefits
Benefits:
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 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 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.
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, 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 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 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 functions
Skills, Knowledge and Expertise
Skills 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.
Benefits
Benefits:
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 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 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.
💡 Quick Summary
Seeking a career-building opportunity? The Private Client Tax Director position is now open for candidates interested in the Accountant Jobs sector. This role in Bristol offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.