Private Client Tax Partner - Lead & Grow HNW Advisory

Monahans Group; Trowbridge; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading tax consultancy firm in Trowbridge is seeking a Tax Consultancy Partner to manage a team and deliver tailored services to high-net-worth individuals. This role involves overseeing personal tax compliance and strategic projects, while also fostering client relationships and generating new business. Ideal candidates will have expertise in private tax matters and experience in business development. The firm offers a competitive salary and flexible working arrangements, among other benefits.

Benefits

Competitive salary with regular reviews

Health and wellness benefits

Flexible working arrangements

Generous support policies

Additional employee perks

Qualifications

• Experience motivating teams in an innovative, collaborative environment.
• Proven ability to generate new business and develop long-term client relationships.
• Extensive experience advising high-net-worth clients on wealth planning and personal tax matters.

Responsibilities

• Lead the delivery of tailored tax consultancy services to high-net-worth individuals.
• Oversee personal tax compliance, trust taxation, and strategic advisory projects.
• Build and maintain strong client relationships, providing proactive advice on tax legislation changes.
• Proactively seek and generate new business opportunities.

Skills

Private Tax Expertise

Leadership

Business Development

High Net Worth Client Management

Job description

A leading tax consultancy firm in Trowbridge is seeking a Tax Consultancy Partner to manage a team and deliver tailored services to high-net-worth individuals. This role involves overseeing personal tax compliance and strategic projects, while also fostering client relationships and generating new business. Ideal candidates will have expertise in private tax matters and experience in business development. The firm offers a competitive salary and flexible working arrangements, among other benefits.