Tax Consultancy Partner

Tax Consultancy Partner

Swindon Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead a team in delivering tailored tax consultancy services to high net worth individuals.
  • Company: Join Monahans, a respected accounting firm with over 120 years of experience in the South West.
  • Benefits: Enjoy flexible working, competitive salary, health benefits, and generous support policies.
  • Why this job: Be part of a collaborative culture that values innovation and professional growth while making a positive community impact.
  • Qualifications: Extensive knowledge in personal tax, leadership experience, and proven business development skills required.
  • Other info: Monahans promotes sustainability and inclusivity, ensuring a supportive environment for all employees.

The predicted salary is between 43200 - 72000 £ per year.

Monahans 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 Role

We are looking for an experienced Tax Consultancy Partner to manage a team across both consulting and compliance functions. This is a key leadership role, focused on driving the Private Client Tax service offering, managing a portfolio of high net worth individuals, and generating new business through innovative approaches. As the Partner, you will play a pivotal role in both client management and team leadership, while actively contributing to business growth. This role offers flexibility to be based in any of our offices.

Key Responsibilities

  • Client Focus: Lead the delivery of tailored tax consultancy services to high net worth individuals, ensuring a comprehensive wealth planning approach. Oversee all aspects of personal tax compliance, trust taxation, and strategic advisory projects. Build and maintain strong relationships with clients, providing them with proactive advice in light of tax legislation changes. Work collaboratively with the tax team to ensure timely and accurate completion of client assignments.
  • Business Development: Proactively seek and generate new business opportunities by identifying client needs and offering innovative, forward-thinking solutions. Take a lead role in promoting and marketing the firm’s services to new clients, while expanding and strengthening relationships with existing clients. Contribute to the development of new services within Private Client Tax, enhancing the firm’s offering.
  • Leadership: Manage and mentor a team of professionals across consulting and compliance, providing guidance, training, and feedback to support their professional growth. Drive a culture of collaboration and innovation within the team, encouraging new ideas and best practices. Play an active role in management meetings, ensuring effective leadership across the firm’s tax functions.

Skills, Knowledge and Expertise

  • Private Tax Expertise: 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.
  • Business Development: Proven ability to generate new business and develop long-term client relationships.
  • High Net Worth Client Management: Extensive experience in advising entrepreneurial and high net worth clients on wealth planning and personal tax matters.

You may be the sort of person who is:

  • Innovative: Eager to explore new ideas and solutions to meet client needs.
  • Commercially Astute: Able to identify business opportunities and deliver tax advice that drives results for both clients and the firm.
  • Proactive and Strategic: Forward-thinking in client service and business generation, always seeking new opportunities.
  • Collaborative: Enjoys working with others to inspire and lead a team towards success.
  • Strategic Thinking: Capable of delivering advice that aligns with clients' broader financial goals.

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 including growth shares at partner level.
  • 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.

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.

Tax Consultancy Partner employer: Monahans, Part of the Sumer Group

Monahans is an exceptional employer, offering a supportive and collaborative work environment that prioritises professional growth and work-life balance. With a commitment to innovation and community impact, employees benefit from competitive salaries, flexible working arrangements, and comprehensive health and wellness programmes, making it an ideal place for those seeking meaningful and rewarding careers in the South West.
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Contact Detail:

Monahans, Part of the Sumer Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Tax Consultancy Partner

✨Tip Number 1

Network with professionals in the tax consultancy field, especially those who have experience with high net worth clients. Attend industry events or webinars to connect with potential colleagues and learn about the latest trends in tax legislation.

✨Tip Number 2

Showcase your leadership skills by participating in community or professional groups where you can lead discussions or projects. This will demonstrate your ability to manage teams and drive collaboration, which is crucial for the Tax Consultancy Partner role.

✨Tip Number 3

Familiarise yourself with Monahans' values and mission. Tailor your conversations and networking efforts to reflect how your personal values align with theirs, particularly around innovation and community impact.

✨Tip Number 4

Stay updated on the latest developments in personal tax compliance and wealth planning strategies. Being knowledgeable about current trends will not only help you in interviews but also position you as a proactive candidate who can contribute to business growth.

We think you need these skills to ace Tax Consultancy Partner

Private Tax Expertise
Inheritance Tax (IHT) Knowledge
Trusts and Family Investment Companies
Capital Gains Tax (CGT) Understanding
Residence and Domicile Knowledge
Client Relationship Management
Business Development Skills
Team Leadership and Mentoring
Strategic Thinking
Proactive Problem-Solving
Commercial Awareness
Collaboration and Teamwork
Excellent Communication Skills
Adaptability to Change

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your extensive knowledge in personal tax, particularly in areas like Inheritance Tax and Capital Gains Tax. Emphasise your experience with high net worth clients and any leadership roles you've held.

Craft a Compelling Cover Letter: In your cover letter, express your passion for tax consultancy and how your innovative approach aligns with Monahans' values. Mention specific examples of how you've successfully generated new business or led teams in the past.

Showcase Your Leadership Skills: Since this role involves managing a team, be sure to include examples of how you've mentored others and fostered a collaborative environment. Highlight any initiatives you've led that encouraged innovation within your team.

Research Monahans: Familiarise yourself with Monahans' history, values, and services. This will help you tailor your application and demonstrate your genuine interest in being part of their team. Mentioning their commitment to community impact can also strengthen your application.

How to prepare for a job interview at Monahans, Part of the Sumer Group

✨Showcase Your Tax Expertise

Make sure to highlight your extensive knowledge in areas like Inheritance Tax, Trusts, and Capital Gains Tax. Be prepared to discuss specific cases where you've successfully advised high net worth clients, demonstrating your ability to navigate complex tax situations.

✨Demonstrate Leadership Skills

As a Tax Consultancy Partner, you'll be expected to lead a team. Share examples of how you've managed and motivated teams in the past, focusing on how you foster collaboration and innovation within your group.

✨Prepare for Business Development Questions

Expect questions about how you would generate new business opportunities. Think of innovative strategies you've used before to attract clients and how you can apply those to Monahans' services.

✨Align with Company Values

Monahans prides itself on its supportive environment and commitment to community impact. Be ready to discuss how your personal values align with theirs, particularly regarding professional growth, work-life balance, and sustainability initiatives.

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