Tax Consultancy Partner

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

Tax Consultancy Partner

Join Monahans, part of the Sumer Group, as a Tax Consultancy Partner. Monahans is a leading provider of accounting and business advisory services in the South West, with a rich heritage spanning over 120 years.

About Monahans

Monahans is committed to helping businesses thrive by combining traditional values with innovative approaches. We foster a supportive environment where professional growth and work‑life balance are priorities.

Purpose of the Role

You will manage a team across consulting and compliance, driving the Private Client Tax service, managing high‑net‑worth individuals, and generating new business through innovative approaches.

Department: Personal Tax
Location: Trowbridge

Key Responsibilities

• Lead the delivery of tailored tax consultancy services to high‑net‑worth individuals, ensuring a comprehensive wealth planning approach.
• Oversee personal tax compliance, trust taxation, and strategic advisory projects.
• Build and maintain strong client relationships, providing proactive advice on tax legislation changes.
• Collaborate with the tax team to ensure timely and accurate completion of client assignments.
• Proactively seek and generate new business opportunities.
• Take a lead role in promoting and marketing the firm’s services to new and existing clients.
• Contribute to the development of new services within Private Client Tax.
• Manage and mentor a team of professionals across consulting and compliance.
• Drive a culture of collaboration and innovation within the team.

Skills, Knowledge and Expertise

• Private Tax Expertise: Inheritance Tax, Trusts, intergenerational planning, CGT, residence, domicile.
• Leadership: Experience motivating teams in an innovative, collaborative environment.
• Business Development: Proven ability to generate new business and develop long‑term client relationships.
• High Net Worth Client Management: Extensive experience advising high‑net‑worth clients on wealth planning and personal tax matters.

You may be the sort of person who is

• Innovative: Eager to explore new ideas and solutions.
• Commercially Astute: Identify business opportunities and deliver tax advice that drives results.
• Proactive and Strategic: Forward‑thinking in client service and business generation.
• Collaborative: Enjoy working with others to inspire and lead a team.
• Strategic Thinker: Deliver advice that aligns with clients' broader financial goals.

Benefits

• Competitive salary with regular benchmarking and merit‑based reviews, including growth shares at partner level.
• 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.

Equal Opportunities Statement

Monahans is an equal opportunities employer and does 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 the recruitment process, please inform us.