Private Client Manager Tax · Ashbourne, Derby - Headquarters · Hybrid Remote

PKF Smith Cooper Limited; Derby; Hybrid; GBP 35,000 - 55,000; Full time

Job summary

Join a prestigious top 12 accountancy firm as a Tax Advisor, where your expertise will contribute to ambitious growth plans. This role offers the chance to manage a diverse portfolio of clients, delivering expert tax advisory services in areas such as cash extraction planning and capital gains tax. You'll work closely with a skilled team, mentoring junior staff while enjoying a supportive culture that values personal growth and collaboration. With a flexible working policy, generous leave, and a rewards scheme, this opportunity is perfect for a motivated professional looking to make a significant impact in a thriving environment.

Benefits

Flexible working policy

25 days annual leave plus bank holidays

Birthday off

Life assurance

Discounts on retailers

Cashback on healthcare

Regular social events

Bonus referral schemes

Qualifications

• Qualified in ATT, CTA, or ACCA with strong technical tax knowledge.
• 2-3 years of advisory experience and excellent communication skills.

Responsibilities

• Oversee a portfolio of private client tax returns and identify tax-saving opportunities.
• Provide tax planning and advisory services for Inheritance tax and capital gains tax.

Skills

ATT, CTA or ACCA Qualified

Strong technical understanding of tax

Strong excel skills

Strong written and verbal communicator

2/3 years working in advisory

Education

ATT, CTA or ACCA Qualification

Job description

Location: Derby/Ashbourne

Contract: Full-time (37.5 Hours)

Salary: Dependant on experience

Are you an experienced Tax Advisory and looking for a new role within a thriving Private Client department?

This role will play a key part in our firm’s ambitious growth plans to double in size over the next five years. If you want to be part of a Firm where you can make a significant impact, this is the perfect opportunity for you!

This is an exciting opportunity to become part of a highly skilled team that collaborates with a diverse portfolio of clients, delivering expert support in cash extraction planning, capital gains tax, and the taxation of trusts and estates. You will also be responsible for managing your own portfolio of clients as well as supporting more junior members of staff.

In this role, no two clients or days will be the same, making it perfect for a tax advisory expert eager for a new challenge at a prestigious top 12 accountancy firm.

The important work you will be doing:

• Oversee a portfolio of private client tax returns, including trusts, estates, partnerships and high net worth individuals
• Identify tax-saving opportunities to optimise client’s tax positions
• Work with the tax partner and senior manager to provide tax planning and advisory services in relation to Inheritance tax, capital gains tax and income tax.
• Review personal and trust and estate tax returns and other work prepared by junior staff
• Supervise and mentor junior staff

The skills and experience you will bring:

• ATT, CTA or ACCA Qualified
• 2/3 years working in advisory
• Strong technical understanding of tax
• Strong excel skills
• Strong written and verbal communicator

Why PKF Smith Cooper?

• Our company culture, built on our values – Engage, Empower and Excel – encourages initiative, personal growth, and collaboration. Every team member is appreciated and celebrated; a notion embodied in our Kudos Reward Scheme.
• The firm’s Partners, who remain actively invested in the development of employees, will both support and champion your professional development and progression.
• We work with ambitious businesses of different sizes across a variety of sectors, so no two jobs are the same.
• We are multi-award-winning accountants and business advisors, ranked the 12th biggest firm by UK fee income in the Accountancy Age Top 50+50.

What's in it for you?

Our benefits package has been designed around our people and shaped by our values. As part of Team PKF Smith Cooper, here are some of the things you can expect:

• A working environment that empowers you to perform at your best, through our flexible working policy and dress for your diary scheme - Hybrid working during your probation period is subject to manager discretion
• Time to do what matters to you – 25 days annual leave plus statutory bank holidays, the option to reduce annual hours for additional annual leave, and your birthday off, on us. Long-serving employees can also request a sabbatical, giving you the chance to make truly unforgettable memories
• Rewards for those who actively embrace and embody our values and culture through our Kudos Reward Scheme
• Regular social events and annual, company-wide away days, giving you the opportunity to engage with colleagues across your division and office, as well as the wider firm
• Bonus referral schemes for introducing new talent or clients so that when we benefit, you do too
• Life doesn’t stop at the end of the working day and neither do our benefits. We also offer life assurance, discounts on a huge variety of retailers through the PKF Smith Cooper Rewards Scheme, and cashback on healthcare (including dental visits, physiotherapy etc) through Healthshield

How to apply?

Apply now if you believe you have what we are looking for! Even if you do not tick 100% of the boxes, we would encourage you to apply. To do so, please upload a copy of your CV and a covering letter to our job portal.

Should you have any questions, please contact a member of the HR team - email [e-mail] or call 01332 332021.

Please note that whilst we welcome and encourage individuals of all backgrounds to apply for our vacancies, we are unfortunately unable to accept applications from candidates requiring a visa to work in the UK.

Please no agencies unless we have contacted you directly.