Tax Consultancy Partner

Department:
Personal Tax;

Location:

Trowbridge

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.

We are looking for an experienced Tax Consultancy Partner to manage a team across both consulting and compliance functions. This is a key leadership role, focused on driving the Private Client Tax service offering, managing a portfolio of high net worth individuals, and generating new business through innovative approaches. As the Partner, you will play a pivotal role in both client management and team leadership, while actively contributing to business growth.

This role offers flexibility to be based in any of our offices.

• Lead the delivery of tailored tax consultancy services to high net worth individuals, ensuring a comprehensive wealth planning approach.
• Oversee all aspects of personal tax compliance, trust taxation, and strategic advisory projects.
• Build and maintain strong relationships with clients, providing them with proactive advice in light of tax legislation changes.
• Work collaboratively with the tax team to ensure timely and accurate completion of client assignments.

• Proactively seek and generate new business opportunities by identifying client needs and offering innovative, forward‑thinking solutions.
• Take a lead role in promoting and marketing the firm’s services to new clients, while expanding and strengthening relationships with existing clients.
• Contribute to the development of new services within Private Client Tax, enhancing the firm's offering.

• Manage and mentor a team of professionals across consulting and compliance, providing guidance, training, and feedback to support their professional growth.
• Drive a culture of collaboration and innovation within the team, encouraging new ideas and best practices.
• Play an active role in management meetings, ensuring effective leadership across the firm’s tax functions.

• Private Tax Expertise
  :
  Extensive knowledge in Inheritance Tax (IHT), Trusts, family investment companies, intergenerational planning, Capital Gains Tax (CGT), residence, and domicile.
• Leadership
  :
  Experience in managing and motivating teams, with a focus on creating an innovative and collaborative working environment.
• Business Development
  :
  Proven ability to generate new business and develop long‑term client relationships.
• High Net Worth Client Management
  :
  Extensive experience in advising entrepreneurial and high net worth clients on wealth planning and personal tax matters.

• Innovative
  :
  Eager to explore new ideas and solutions to meet client needs.
• Commercially Astute
  :
  Able to identify business opportunities and deliver tax advice that drives results for both clients and the firm.
• Proactive and Strategic
  :
  Forward‑thinking in client service and business generation, always seeking new opportunities.
• Collaborative
  :
  Enjoys working with others to inspire and lead a team toward success.
• Strategic Thinking
  :
  Capable of delivering advice that aligns with clients' broader financial goals.

• 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 my Monahans benefits platform, volunteer leave, social events, and a…