Private Client Tax Partner

Sumer Group Holdings Limited; Swindon; On-site; GBP 70,000 - 100,000; Full time

Job summary

A leading financial services firm in Swindon is seeking a Private Client Tax Partner to lead tailored tax consultancy services for high net worth individuals. The role involves managing diverse portfolios, ensuring compliance, and providing strategic tax advice. Ideal candidates will have extensive knowledge in areas such as Inheritance Tax and Capital Gains Tax. This permanent position offers competitive benefits, including health and wellness support, flexible working arrangements, and professional development opportunities.

Benefits

Competitive salary

Health and wellness benefits

Flexible working arrangements

Generous support policies

Additional perks like volunteer leave

Qualifications

• Extensive knowledge in Inheritance Tax, Trusts, and family investment companies.
• Demonstrated ability in advising high net worth clients on wealth planning.
• Proficiency in providing strategic tax advice for families and trusts.

Responsibilities

• Lead tailored tax consultancy services for affluent clients.
• Manage a diverse portfolio of high net worth individuals.
• Ensure compliance and manage ad-hoc tax projects.

Skills

Private Tax Expertise

High Net Worth Client Management

Commercial Focus

Proven Work Winner

Wealth Planning

International Taxation

Sector Knowledge

Job description

Private Client Tax Partner

Department: Personal Tax

Employment Type: Permanent

Location: Swindon

Description

About

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

As the Private Client Tax Consultancy Director, you will play a key role in our Private Client team. You will lead the delivery of tailored tax consultancy services to our most affluent clients, ensuring their wealth planning needs are met with precision and care.

This role involves managing a diverse portfolio of high net worth individuals, overseeing all aspects of their personal tax requirements. You will be responsible for delivering high-level compliance and advisory services, as well as leading and supporting ad-hoc tax projects. Your leadership will also extend to mentoring and guiding team members, ensuring that our high standards of client service are consistently met.

Key Responsibilities

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

• 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.

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, health and wellness benefits, flexible working arrangements, generous support policies, and additional perks. 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.