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.
Purpose of the role:
To provide technical support to the local partners and client service teams, to develop the private client compliance and advisory client base in the South West through business development, networking and the establishment and maintenance of relationships with other professionals.
Client Focus:
Maintain strong, productive relationships with clients within the team’s portfolio, ensuring regular communication and handling specific tax queries.
Dealing with consultancy work – including some compliance as/where required - for personal clients, large corporates and Owner Managed Businesses.
Researching specialised tax issues and undertaking and managing advisory.
Lead and deliver on ad-hoc advisory projects, working collaboratively with the tax team.
Identify changes in UK Tax legislation, assessing their impact on clients, and promote relevant advisory projects.
Providing feedback and support to tax managers, directors and partners.
Maintaining proactive internal links between all tax functions in order to maintain a consistent approach to the provision of client services.
Supporting broader team development and assisting in firm-wide training activities as required.
Business Development:
Identify and share opportunities for additional services and generate innovative approaches to client concerns.
Support the wider team in engaging new clients, contributing to marketing efforts, and expanding your professional network.
Skills and experience:
Corporate Tax Expertise: Strong grounding in Corporation Tax fundamentals.
Commercial Focus: Strong commercial acumen, particularly within the private tax domain, ensuring that all advice is aligned with the client’s business objectives.
Proven Work Winner: Demonstrated ability to generate your own portfolio of clients, with a deep understanding of the high net worth world.
Sector Knowledge: In-depth understanding of the tax implications for all of our clients.
Collaborative: Able to work as part of a team and independently and be able to analyse information and situations to generate reasoned and risk-based recommendations and solutions.
Qualifications: ACA/CTA Qualified or equivalent.
You may be the sort of person who is:
Strategically Minded: Capable of providing high-level tax advice that aligns with clients’ long-term wealth planning objectives.
Detail-Oriented: Meticulous in your approach to complex tax issues, ensuring accuracy and compliance.
Proactive: Able to identify and pursue new business opportunities, both with existing and potential clients.
Adaptable: Comfortable with evolving responsibilities and able to handle a diverse range of tasks.
Benefits:
At Monahans, we are dedicated to personal and professional growth, ensuring every team member feels valued and empowered. As part of the Monahans team, you can expect:
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 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.
Our mission at Monahans is to use our business as a force for good by making a positive impact on our community and driving positive change in the world.
We are committed to sustainable operations and encourage all our employees to contribute to our efforts in minimising waste, reducing our carbon footprint, expanding our community initiatives, upholding our ethical standards and supporting a culture that embraces difference and strengthens inclusion.
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Purpose of the role:
To provide technical support to the local partners and client service teams, to develop the private client compliance and advisory client base in the South West through business development, networking and the establishment and maintenance of relationships with other professionals.
Client Focus:
Maintain strong, productive relationships with clients within the team’s portfolio, ensuring regular communication and handling specific tax queries.
Dealing with consultancy work – including some compliance as/where required - for personal clients, large corporates and Owner Managed Businesses.
Researching specialised tax issues and undertaking and managing advisory.
Lead and deliver on ad-hoc advisory projects, working collaboratively with the tax team.
Identify changes in UK Tax legislation, assessing their impact on clients, and promote relevant advisory projects.
Providing feedback and support to tax managers, directors and partners.
Maintaining proactive internal links between all tax functions in order to maintain a consistent approach to the provision of client services.
Supporting broader team development and assisting in firm-wide training activities as required.
Business Development:
Identify and share opportunities for additional services and generate innovative approaches to client concerns.
Support the wider team in engaging new clients, contributing to marketing efforts, and expanding your professional network.
Skills and experience:
Corporate Tax Expertise: Strong grounding in Corporation Tax fundamentals.
Commercial Focus: Strong commercial acumen, particularly within the private tax domain, ensuring that all advice is aligned with the client’s business objectives.
Proven Work Winner: Demonstrated ability to generate your own portfolio of clients, with a deep understanding of the high net worth world.
Sector Knowledge: In-depth understanding of the tax implications for all of our clients.
Collaborative: Able to work as part of a team and independently and be able to analyse information and situations to generate reasoned and risk-based recommendations and solutions.
Qualifications: ACA/CTA Qualified or equivalent.
You may be the sort of person who is:
Strategically Minded: Capable of providing high-level tax advice that aligns with clients’ long-term wealth planning objectives.
Detail-Oriented: Meticulous in your approach to complex tax issues, ensuring accuracy and compliance.
Proactive: Able to identify and pursue new business opportunities, both with existing and potential clients.
Adaptable: Comfortable with evolving responsibilities and able to handle a diverse range of tasks.
Benefits:
At Monahans, we are dedicated to personal and professional growth, ensuring every team member feels valued and empowered. As part of the Monahans team, you can expect:
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 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.
Our mission at Monahans is to use our business as a force for good by making a positive impact on our community and driving positive change in the world.
We are committed to sustainable operations and encourage all our employees to contribute to our efforts in minimising waste, reducing our carbon footprint, expanding our community initiatives, upholding our ethical standards and supporting a culture that embraces difference and strengthens inclusion.
#J-18808-Ljbffr
