OMB Assistant Tax Manager

PKF FRANCIS CLARK; Exeter; Hybrid; GBP 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a Tax Advisor to join their dynamic team. This role offers the chance to work with a diverse client portfolio, advising on capital gains, estate, and property tax planning. With a clear career pathway and hybrid working options, you will thrive in a supportive environment that values your growth. Your expertise in tax advisory, strong analytical skills, and excellent communication abilities will be crucial as you engage with clients and collaborate with senior stakeholders. Join a firm recognized as a Great Place to Work and take your career to new heights.

Benefits

Pension

Group Life Assurance

Health Cash Plan

Extra Holiday Options

Counseling Support

Virtual GP Access

Cycle to Work Scheme

Shopping Discounts

Volunteering Day

Emergency Funding

Qualifications

• Qualified in ACA, ACCA, or CTA with tax advisory experience.
• Strong understanding of UK tax legislation and compliance.

Responsibilities

• Advise clients on various tax planning areas including capital gains and inheritance tax.
• Prepare initial advice reports and review legal documentation.

Skills

Tax Advisory

Analytical Skills

Communication Skills

Problem-Solving

UK Tax Legislation Knowledge

Education

ACA/ACCA/CTA Qualified

Equivalent Qualification

Job description

In a nutshell

As a Tax Advisor, you'll advise clients on capital gains tax, estate and inheritance tax planning, UK property tax planning, remuneration tax planning, incorporations (particularly around property businesses), business restructures, and individual succession planning. With hybrid working options, a diverse and varied client portfolio alongside a clear career pathway to progress your leadership career, this role offers an exciting opportunity for growth. If you're ACA/ACCA/CTA qualified with demonstrable experience in tax advisory, strong analytical skills, excellent communication abilities, and a proactive attitude, we want to hear from you!

What you'll be doing day to day

• Advising our clients in areas such as capital gains tax, estate and inheritance tax planning, UK property tax planning, remuneration tax planning, incorporations particularly around property businesses, business restructures and individual succession planning
• Work will include preparing initial advice reports, reports on specific planning, HMRC clearance letters and reviewing legal documentation from a tax perspective
• Working with managers and Directors in the owner managed business advisory team to deliver tax advisory work
• Liaising with clients including telephone calls, teams meetings and face to face meetings.
• Researching and preparing proposals and scopes for new work
• Stay updated on tax legislation and policies

About you

• ACA/ACCA/CTA qualified or equivalent
• Demonstrable experience of tax advisory in areas outlined above
• In-depth knowledge of UK tax legislation and HMRC compliance requirements
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills, with the ability to build relationships with senior stakeholders

Why work at PKF Francis Clark

As the largest firm of independent chartered accountants and business advisors in South West England, joining PKF Francis Clark brings opportunities to develop your career in a direction that interests you.

Having celebrated our centenary in 2019, we’re a team of nearly 1,000 people, based across our offices in Bristol, Exeter, Plymouth, Poole, Salisbury, Southampton, Taunton, Torquay and Truro.

Our culture is flexible and supportive, enabling you to be the best you can be. We work hard to ensure you can be yourself, develop and be part of a forward-thinking team that makes brilliant things happen. But don’t just take our word for it.

PKF Francis Clark is certified as a Great Place to Work. In 2024, we climbed nine places to 24 out of 105 large organisations on the list of the UK’s Best Workplaces.

We’re also ranked among the UK’s Best Workplaces for Women (33 out of 90 large organisations), Best Workplaces for Development (30 out of 100) and Best Workplace for Wellbeing (44 out of 100).

Workplace culture experts Great Place to Work also highlighted PKF Francis Clark as a top achiever among the UK’s Best Workplaces in Consulting & Professional Services.

And in recognition of our outstanding training programmes for graduates, school leavers and career changers, we’ve been ranked among England’s Top 100 Apprenticeship Employers for two years running.

Whilst we’re proudly independent, 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 a global community of business advisors in 150 countries provides opportunities to expand your horizons by connecting with PKF colleagues around the world.

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.