Private Client Tax Partner (Ad Hoc / Part Time)

Sumer Group Holdings Limited; Swindon; Hybrid; GBP 10,000 - 40,000; Part time

Job summary

A leading accounting and advisory firm in Swindon is seeking an experienced Private Client Tax Partner to provide leadership and consultancy for high net worth individuals. This role offers flexible working arrangements and the chance to shape and grow the firm's Private Client Tax services. The ideal candidate will have strong technical tax expertise, leadership experience, and a track record of client development.

Benefits

Competitive salary

Health and wellness benefits

Flexible working arrangements

Generous support policies

Additional perks like volunteer leave and social events

Qualifications

• Experience in advising high net worth individuals on tax matters.
• Ability to oversee personal tax compliance and advisory projects.
• Skills in building lasting client relationships.

Responsibilities

• Deliver bespoke tax advice on IHT, trusts, CGT, residence/domicile, and wealth planning.
• Oversee personal tax compliance and advisory projects.
• Support business development by identifying opportunities.

Skills

Strong technical expertise in private client tax and wealth planning

Proven success in winning and developing high net worth client work

Leadership experience

Commercially astute and innovative

Job description

Overview

Department: Personal Tax

Employment Type: Permanent

Location: Swindon

Description

Monahans, part of the Sumer group, is a leading accounting and advisory firm in the South West, with over 120 years’ experience and offices across Wiltshire and Somerset. We combine traditional values with modern thinking, supporting clients to thrive while offering a flexible and collaborative working culture.

We would consider this role to be based out of any of our offices across the South West.

Key Responsibilities

We are seeking an experienced Private Client Tax Partner to provide ad-hoc and part-time leadership across consultancy and compliance. This role focuses on advising high net worth individuals, overseeing complex tax matters, and driving growth in our Private Client Tax offering. Flexible working and office location options are available.

We envisage this role would:

• Deliver bespoke tax advice on IHT, trusts, CGT, residence/domicile, and wealth planning.
• Oversee personal tax compliance and advisory projects.
• Build lasting client relationships, staying ahead of tax changes.
• Support business development by identifying opportunities and growing the Private Client service line.
• Provide guidance and mentoring to the tax team, fostering collaboration and innovation.

Skills, Knowledge and Expertise

What We’re Looking For:

• Strong technical expertise in private client tax and wealth planning.
• Proven success in winning and developing high net worth client work.
• Leadership experience with the ability to inspire and guide a team.
• Commercially astute, innovative, and strategic in approach.

Why Join Us?

This is a rare opportunity to shape and grow our Private Client Tax services on a flexible, part-time or ad-hoc basis. You’ll work with an ambitious, supportive team while enjoying autonomy and balance.

Benefits

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.
• 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.