Tax Consultancy Partner

New Today

About MonahansMonahans 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 traditional values with innovative approaches. We pride ourselves on fostering a supportive environment where professional growth and work‑life balance are priorities.Optional FilteringDepartment: Personal TaxLocation: BristolRole SummaryWe are looking for an experienced Tax Consultancy Partner to manage a team across consulting and compliance functions. This key leadership role focuses on driving our Private Client Tax service, managing a portfolio of high‑net‑worth individuals, and generating new business through innovative approaches.Key ResponsibilitiesLead 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 proactive advice in light of tax legislation changes.Work collaboratively with the tax team to ensure timely and accurate completion of client assignments.Business DevelopmentProactively 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.LeadershipManage 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 ExpertisePrivate 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 isInnovative: 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 toward success.Strategic Thinking: Capable of delivering advice that aligns with clients' broader financial goals.BenefitsCompetitive 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 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 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 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. #J-18808-Ljbffr
Location:
Bristol
Job Type:
FullTime

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