Location: Chippenham

Department: Personal Tax

About Monahans

Monahans is a leading provider of accounting and business advisory services in the South West. 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.

Role Purpose

As the Private Client Tax Consultancy Director, you will lead the delivery of tailored tax consultancy services to our high net worth clients. You will manage a diverse portfolio of individuals, oversee all aspects of personal tax requirements, deliver high‑level compliance and advisory services, and lead ad‑hoc tax projects. You will mentor and guide team members, ensuring our high standards of client service are consistently met.

Key Responsibilities

• Maintain strong, productive relationships with clients, ensuring regular communication and handling specific tax queries.
• Lead and deliver on ad‑hoc advisory projects and collaborate 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, assess their impact on clients, and promote relevant advisory projects.
• Proactively identify opportunities for additional services and generate innovative approaches to client concerns.
• Support the Partnership in engaging new clients, contributing to marketing efforts, and expanding professional networks.
• Provide direction, coaching, feedback, and support to colleagues working on jobs with you.
• Delegate work appropriately, review junior work, and contribute to management meetings.
• Work closely with Corporate and Personal Tax Compliance directors to ensure effective leadership across all tax functions.

Qualifications and Experience

• Extensive knowledge in Inheritance Tax (IHT), Trusts, family investment companies, intergenerational planning, Capital Gains Tax (CGT), residence, and domicile.
• Extensive experience advising high net worth clients on wealth planning and personal tax matters.
• Strong commercial acumen within the private tax domain.
• Demonstrated ability to generate a personal portfolio of clients.
• Background in providing strategic tax advice to high net worth individuals and families.
• Experience with international personal tax issues, including residence, domicile, and offshore trust structures.
• In‑depth knowledge of tax implications for landowners, rural businesses, and related services.

Personal Qualities

• Strategically minded with the ability to provide high‑level tax advice aligned with long‑term wealth objectives.
• Detail‑oriented and meticulous in complex tax issues, ensuring accuracy and compliance.
• Proactive, able to identify and pursue new business opportunities.
• Collaborative, works effectively within a team, providing direction and coaching.
• Adaptable, comfortable with evolving responsibilities and diverse 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 programme.
• Flexible working arrangements, including homeworking options and the opportunity to buy additional 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.

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