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Private Client Tax Director\n Department: Personal Tax \n Employment Type: Permanent \n Location: Bath \nDescription\n About \n 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. \n Purpose of the Role \n 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. \n 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. \nKey Responsibilities\n Client Focus \n\n • Maintain strong, productive relationships with clients within the team’s portfolio, ensuring regular communication and handling specific tax queries.\n, • Lead and deliver on ad-hoc advisory projects, working collaboratively with the tax team.\n, • Ensure timely and accurate completion of all client assignments, including personal, trust, and corporation tax returns.\n, • Proactively identify opportunities for additional services and generate innovative approaches to client concerns.\n, • Provide direction, counselling, coaching, feedback, and support to colleagues working on jobs with you as necessary.\n, • Delegate work appropriately, ensuring that employees have the required skills and knowledge to complete tasks, and provide guidance as needed.\n, • Review work done by junior members of the team, including addressing technical questions.\n, • Private Tax Expertise: Extensive knowledge in Inheritance Tax (IHT), Trusts, family investment companies, intergenerational planning, Capital Gains Tax (CGT), residence, and domicile.\n, • High Net Worth Client Management: Extensive experience in advising entrepreneurial and high net worth clients on wealth planning and personal tax matters.\n, • Commercial Focus: Strong commercial acumen, particularly within the private tax domain, ensuring that all advice is aligned with the client’s business objectives.\n, • Proven Work Winner: Demonstrated ability to generate your own portfolio of clients, with a deep understanding of the high net worth world.\n, • 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.\n, • International Taxation: Experience with international personal tax issues, including residence, domicile, and offshore trust structures.\n, • Strategically Minded: Capable of providing high-level tax advice that aligns with clients’ long‑term wealth planning objectives.\n, • Detail‑Oriented: Meticulous in your approach to complex tax issues, ensuring accuracy and compliance.\n, • Proactive: Able to identify and pursue new business opportunities, both with existing and potential clients.\n, • Collaborative: Works effectively within a team, providing direction, coaching, and support to colleagues.\n, • Competitive salary with regular benchmarking and merit‑based reviews.\n, • Health and wellness benefits including private health insurance, a healthcare cash plan, and an employee assistance program.\n, • Flexible working arrangements, including homeworking options and the opportunity to buy more annual leave.\n, • Generous support policies such as enhanced maternity and paternity pay, life assurance, and a pension scheme.\n

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