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- Tasks: Lead a team in delivering tailored tax consultancy services to high net worth individuals.
- Company: Join Monahans, a leading accounting firm with over 120 years of heritage.
- Benefits: Enjoy competitive salary, health benefits, flexible working, and generous support policies.
- Why this job: Make a real impact while driving business growth and mentoring a collaborative team.
- Qualifications: Extensive private tax expertise and proven leadership skills required.
- Other info: Be part of a company committed to sustainability and inclusion.
The predicted salary is between 43200 - 72000 £ per year.
Join to apply for the Tax Consultancy Partner role at Monahans, part of the Sumer Group.
About Monahans: Monahans is a leading provider of accounting and business advisory services in the South West, with a rich heritage spanning over 120 years. 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.
Department: Personal Tax
Location: Taunton
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.
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:
- 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 programme.
- Flexible working arrangements, including home‑working 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 such as the myMonahans benefits platform, volunteer leave, social events, and a cycle‑to‑work scheme.
Sustainability & Inclusion: 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 contribute to our efforts in minimising waste, reducing our carbon footprint, expanding community initiatives, upholding ethical standards and supporting a culture that embraces difference and strengthens inclusion.
Equal Opportunities Statement: 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 level: Director
Employment type: Full‑time
Job function: Accounting / Auditing and Finance
Industries: Accounting
Tax Consultancy Partner in Taunton employer: Monahans, Part of the Sumer Group
Contact Detail:
Monahans, Part of the Sumer Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Consultancy Partner in Taunton
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even reach out to former colleagues. You never know who might have a lead on that perfect Tax Consultancy Partner role.
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers, make sure to highlight your experience with high net worth clients and your innovative approaches to tax consultancy. Let them see how you can add value to their team.
✨Tip Number 3
Prepare for interviews by researching Monahans and understanding their values. Be ready to discuss how your leadership style aligns with their collaborative culture. This will show them you're not just a fit for the role, but for the company too!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in joining the Monahans team. Let’s get you that interview!
We think you need these skills to ace Tax Consultancy Partner in Taunton
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Tax Consultancy Partner role. Highlight your experience with high net worth clients and any innovative solutions you've implemented in previous roles. We want to see how you can bring your unique skills to our team!
Showcase Your Leadership Skills: As a key leadership role, it's essential to demonstrate your ability to manage and mentor a team. Share examples of how you've fostered collaboration and innovation in your past positions. We love seeing candidates who can inspire and lead others!
Highlight Business Development Experience: This role is all about generating new business, so be sure to include any relevant experience in your application. Talk about how you've identified client needs and developed long-term relationships. We’re keen on candidates who can think strategically and drive results!
Apply Through Our Website: We encourage you to submit your application through our website for the best chance of being noticed. It’s the easiest way for us to keep track of your application and ensure it gets to the right people. Don’t miss out on this opportunity!
How to prepare for a job interview at Monahans, Part of the Sumer Group
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of Inheritance Tax, Trusts, and Capital Gains Tax. Be ready to discuss how these areas impact high net worth individuals and how you can provide innovative solutions tailored to their needs.
✨Showcase Your Leadership Skills
Prepare examples of how you've successfully managed and mentored teams in the past. Highlight your ability to foster collaboration and innovation within a team, as this is crucial for the Tax Consultancy Partner role.
✨Demonstrate Business Development Acumen
Think of specific instances where you've generated new business or strengthened client relationships. Be ready to share your strategies for identifying client needs and how you can contribute to Monahans' growth.
✨Align with Their Values
Familiarise yourself with Monahans' commitment to sustainability and inclusion. Be prepared to discuss how you can contribute to these initiatives and how they resonate with your own professional values.