At a Glance
- Tasks: Lead a team in delivering tailored tax consultancy services to high net worth individuals.
- Company: Join Monahans, a respected firm with over 120 years of experience in accounting and advisory services.
- Benefits: Enjoy competitive salary, health benefits, flexible working, and generous support policies.
- Other info: Embrace a culture of growth, innovation, and work-life balance.
- Why this job: Make a real impact by driving innovative tax solutions for clients while leading a collaborative team.
- Qualifications: Extensive private tax expertise and proven leadership skills required.
The predicted salary is between 43200 - 72000 £ per year.
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. 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: Bath
Description
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: private health insurance, a healthcare cash plan, and an employee assistance program.
- Flexible working arrangements: homeworking options and the opportunity to buy more annual leave.
- Generous support policies: enhanced maternity and paternity pay, life assurance, and a pension scheme.
- Additional perks: the myMonahans benefits platform, volunteer leave, social events, and a cycle‑to‑work scheme.
Seniority Level: Director
Employment Type: Full‑time
Job Function: Accounting/Auditing and Finance
Industries: Accounting
EEO 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.
Tax Consultancy Partner employer: Monahans, Part of the Sumer Group
Monahans, as part of the Sumer Group, offers an exceptional environment for aspiring bookkeepers in Swindon, where you can thrive in a supportive and inclusive culture. With a strong focus on professional development, you'll benefit from comprehensive training, mentorship, and the opportunity to work with diverse clients, ensuring a rewarding start to your career in accountancy. Join us to build a future you can be proud of, surrounded by a team that values enthusiasm and collaboration.
Contact Details:
Monahans, Part of the Sumer Group Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Tax Consultancy Partner
✨Tip Number 1
Network like a pro! Attend industry events, join relevant online forums, and connect with professionals in the tax consultancy field. Building relationships can open doors to opportunities that aren’t advertised.
✨Tip Number 2
Showcase your expertise! Create a personal brand by sharing insights on tax legislation changes or innovative solutions on social media. This not only highlights your knowledge but also attracts potential employers.
✨Tip Number 3
Prepare for interviews by researching Monahans thoroughly. Understand their values, services, and recent developments. Tailor your responses to show how you can contribute to their mission of helping businesses thrive.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in being part of the Monahans team.
We think you need these skills to ace Tax Consultancy Partner
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. This shows us you're not just a good fit, but the perfect fit!
Showcase Your Leadership Skills:Since this role involves managing a team, don’t forget to emphasise your leadership experience. Share examples of how you've motivated teams or driven collaboration in past positions. We want to see how you can inspire others at Monahans!
Demonstrate Business Development Acumen:We’re looking for someone who can generate new business opportunities. Include specific examples of how you've identified client needs and successfully marketed services in the past. This will help us understand your proactive approach to business growth.
Apply Through Our Website:For the best chance of success, make sure to apply directly through our website. It’s the easiest way for us to keep track of your application and ensures you’re considered for the role. Plus, we love seeing applications come through our own platform!
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 motivated teams in the past. Think about specific situations where you fostered collaboration and innovation, as this role is all about leading a team effectively.
✨Demonstrate Business Development Acumen
Come equipped with ideas on how to generate new business opportunities. Think about your previous experiences in client management and be ready to share strategies that have worked for you in the past.
✨Be Proactive and Strategic
During the interview, highlight your forward-thinking approach to client service. Discuss how you align tax advice with broader financial goals, showing that you’re not just reactive but also strategic in your thinking.
