Assistant Manager - Private Client Tax

PKF FRANCIS CLARK; Salisbury; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading accountancy firm in the UK is looking for a Tax Consultant to manage a portfolio of high-net-worth clients and provide tailored tax advice. You will collaborate with senior partners, prepare complex tax returns, and support junior team members. Ideal candidates will have a qualification in tax (ATT/CTA) and experience in public practice. The firm offers a supportive culture and a flexible hybrid working model.

Benefits

Pension

Group life assurance

Health cash plan

Extra holiday options

Cycle to work

Discounts on shopping and gym

Qualifications

• Experience in managing a portfolio of clients including high-net-worth individuals.
• Ability to prepare complex tax returns and mentoring junior team members.
• Experience in liaising with clients and HMRC for service delivery.

Responsibilities

• Manage a small portfolio of clients including high-net-worth individuals.
• Deliver tailored Private Client tax advice and lead on advisory assignments.
• Build strong relationships across departments to drive effective outcomes.

Skills

Private client tax experience

Excellent communication skills

Proactive problem-solving

Organised individual

Education

ATT/CTA qualified or equivalent

Tools

Tax software

MS Excel

MS Word

Outlook

Job description

Overview

Ready to elevate your tax career? This is a fantastic opportunity to work with a varied and prestigious client base, including high-net-worth individuals, non-residents, trusts, and estates. You’ll be instrumental in delivering high-quality compliance and advisory services, with a strong emphasis on personal and trust taxation. Along the way, you’ll sharpen your technical expertise and grow your leadership capabilities.

Responsibilities

• Manage a small portfolio of clients including high-net-worth individuals, non-resident, trusts, and estates
• Deliver tailored Private Client tax advice and lead on advisory assignments
• Collaborate with Partners, Directors, and Managers on new projects and client engagements
• Prepare complex tax returns and review work completed by team members
• Maintain accurate and up-to-date client records
• Handle client queries regarding tax matters, escalating planning or investigation issues as needed
• Liaise directly with clients and HMRC to ensure outstanding service delivery
• Uphold compliance standards and internal procedures, ensuring time recording and budget targets are met
• Build strong relationships across departments to drive effective outcomes
• Act as the first point of contact for straightforward client issues
• Contribute to business development through networking and client engagement
• Support billing, WIP, and debtor management processes
• Mentor and supervise junior team members, fostering their development

About you

• ATT/CTA qualified (or equivalent), or part-qualified with relevant experience
• Private client tax experience in a public practice environment
• Experience in using tax software and computer-based tax compilation programmes; plus MS Excel, Word, and Outlook skills
• Excellent communication skills and the ability to build strong client relationships
• A proactive, organised individual who enjoys problem-solving and developing others

Why work at PKF Francis Clark

As the largest firm of independent chartered accountants and business advisers in South West England, PKF Francis Clark offers a breadth of opportunities to develop your career in the way that’s right for you.

Established in 1919, we’ve grown to a team of nearly 1,000 people, based across our offices in Bristol, Exeter, Plymouth, Poole, Salisbury, Southampton, Taunton, Torquay and Truro. This means we’re big enough to do challenging work for exciting clients, but small enough to maintain our friendly and supportive culture.

We work hard to ensure you can belong, be yourself and be brilliant as part of a forward-thinking team. This includes a flexible approach to hybrid working. And our focus on wellbeing and learning and development has been recognised nationally.

For the past three years, PKF Francis Clark has been certified as a Great Place to Work and ranked among the UK’s Best Workplaces. In 2025, we climbed four places to 20 out of 100 large organisations on this prestigious list.

We’re also in the UK’s top 10 Best Workplaces for Women (6 out of 100 large organisations), as well as being ranked among the Best Workplaces for Wellbeing (35 out of 100), Best Workplaces for Development (24 out of 100) and Best Workplaces in Consulting and Professional Services.

All these lists are compiled by workplace culture experts Great Place to Work. Our rankings are a direct result of feedback from our people in a confidential, independent annual survey.

The success rates of our trainees mean we’re also ranked 33rd in The Sunday Times Top 100 Apprenticeship Employers 2025.

While we’re proudly independent, we collaborate with colleagues around the world to enable our clients to succeed. PKF Francis Clark is a member of the PKF Global family of firms – together we’re the 12th largest provider of accountancy services in the UK. Being part of this international network provides opportunities to connect with like-minded accountants and business advisers in 150 countries.

Your core benefits

Financial benefits:

• Pension
• Group life assurance - up to four times your core salary
• Group income protection
• Health cash plan to help cover the costs of everyday healthcare

Health & Wellbeing benefits:

• Option to buy 5 extra days holiday*
• Counselling and support for you and your immediate family
• Virtual GP for you and your immediate family
• Cycle to work*

Other benefits:

• Medicash Extras providing you with shopping and gym discounts
• Gifts for career and family milestones
• One volunteering day per year to support local organisations
• Emergency funding from the Francis Clark Charitable Foundation

Please note
* These benefits are provided via a salary exchange and are subject to employee’s post exchange hourly rate remaining above the national minimum wage.