Private Client Tax Assistant Manager/Manager

PKF Francis Clark; Bristol; Hybrid; GBP 50,000 - 70,000; Full time

Benefits offered by this job

Hybrid working

Wellbeing programs

Pension plan

Health plan

Volunteer day

Job summary

PKF Francis Clark is seeking an Assistant Manager or Manager to join our Private Client Tax team in the Bristol area. You will manage a diverse portfolio of trusts and estates for high-net-worth clients, delivering trust accounting, tax compliance and advisory services while building strong relationships with trustees and advisers.

You'll also support the development of junior team members, oversee trust accounts and tax returns, and contribute to inheritance tax planning and estate

Qualifications

• Experience with trust accounts preparation and trust taxation.
• Proven ability to manage client relationships and deliver work to a high standard.
• Familiar with inheritance tax, capital gains tax, and related trust matters.

Responsibilities

• Manage a portfolio of trust and estate clients, acting as a key contact for trustees, beneficiaries and advisers.
• Review and oversee the preparation of annual trust accounts and trust tax returns.
• Review personal tax returns and support more complex compliance matters.
• Prepare and review inheritance tax returns, capital gains tax computations and 60-day property reporting obligations.
• Meet with clients to understand their needs and provide practical tax and trust-related advice.
• Draft reports, technical advice and correspondence for clients and intermediaries.
• Identify tax planning opportunities relating to trusts, estates and succession planning.
• Liaise confidently with HMRC, solicitors, financial advisers and other contacts.
• Review the work of junior team members and support their development.
• Manage workflow and deadlines; maintain high standard of client service.

Skills

Trust accounts preparation

Trust taxation

Client relationship management

Organised / deadline-driven

Interpersonal communication

Education

ATT/CTA/ACA/ACCA

Job description

In a nutshell

Are you an experienced trust and estates professional looking to develop your career in a varied compliance and advisory role?

We're looking for an Assistant Manager or Manager to join our Private Client Tax team, supporting a portfolio of trusts, estates and high-net-worth clients.

This is an opportunity to take ownership of a diverse portfolio, providing trust accounting, tax compliance and advisory services while building strong relationships with trustees, beneficiaries and professional advisers. You'll work on a broad range of matters, from trust accounts and tax returns through to inheritance tax planning, estate administration support and succession planning projects.

Alongside managing your own client portfolio, you'll support the development of junior team members and contribute to the continued success and growth of the team.

What you'll be doing day to day

• Managing a portfolio of trust and estate clients, acting as a key point of contact for trustees, beneficiaries and professional advisers
• Reviewing and overseeing the preparation of annual trust accounts and trust tax returns
• Reviewing personal tax returns and supporting more complex compliance matters
• Preparing and reviewing inheritance tax returns, capital gains tax computations and 60-day property reporting obligations
• Meeting with clients to understand their needs and provide practical tax and trust-related advice
• Drafting reports, technical advice and correspondence for clients and intermediaries
• Identifying tax planning opportunities relating to trusts, estates and succession planning
• Liaising confidently with HMRC, solicitors, financial advisers and other professional contacts
• Reviewing the work of junior team members and supporting their development
• Managing workflow and ensuring client deadlines are met
• Maintaining a high standard of client service and building long-term relationships

About you

• ATT, CTA, ACA or ACCA qualified (or equivalent) with relevant experience in trust accounts and private client tax
• Strong technical knowledge of trust accounts preparation and trust taxation
• Experience managing client relationships and delivering work to a high standard
• Familiar with inheritance tax, capital gains tax and related trust and estate matters
• Comfortable reviewing the work of others and supporting the development of junior colleagues
• Organised and able to prioritise workloads effectively to meet deadlines
• Professional and discreet, with the ability to build rapport quickly with clients and professional contacts

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 wide range of opportunities to develop your career in the way that's right for you.

Established in 1919, we've grown to nearly 1,000 people across offices in Bristol, Exeter, Plymouth, Poole, Salisbury, Southampton, Taunton, Torquay and Truro. Our size means we can offer ambitious work with exciting clients and a friendly, supportive culture.

We want you to belong, be yourself and do your best work as part of a forward-thinking team, with a flexible approach to hybrid working and a strong focus on wellbeing, learning and development.

For the past four years, PKF Francis Clark has been certified as a Great Place to Work and ranked among the UK's Best Workplaces, rising to 6th out of 100 large organisations.

We're a top 10 Best Workplace for Women, as well as being ranked for Wellbeing, Development, and Consulting and Professional Services. These rankings are compiled by Great Place to Work, based on confidential, independent feedback from our people. In addition, we're one of The Sunday Times Top 100 Apprenticeship Employers.

Being a Certified B Corp means we're held to high standards for environmental and social performance. We're independently assessed to ensure we support our people, act responsibly and make long-term decisions that balance people and planet.

We're proudly independent, while collaborating internationally through the PKF Global family of firms. Together we're the 13th largest provider of accountancy services in the UK, with connections to like-minded advisers in 150 countries.

Your core benefits

Financial wellbeing

• Group personal pension to help you build your future savings through employer and employee contributions
• Group life assurance providing cover up to four times your basic annual salary
• Group income protection available after six months' service
• Health cash plan giving money back on everyday health costs, with free cover for up to four dependent children (up to age 24 in full-time education) and the option to add a partner or spouse

Mental wellbeing

• Counselling and emotional support for you and your immediate family
• Virtual GP and second opinion services for you and your immediate family
• Access to trained Mental Health First Aiders for confidential, peer to peer support

Physical wellbeing

• Cycle to work scheme, with the option to purchase a bike and accessories up to £4,000*
• Discounted membership at gyms, pools and studios across the UK
• Digital health and wellbeing tools available through the employee health cash plan
• Support for colleagues experiencing menopause, as part of our Menopause Workplace Pledge, including webinars and a dedicated Microsoft Teams channel for ongoing support

Additional benefits

• Family friendly benefits, including enhanced pay, family leave coaching sessions and a parent network
• The option to buy up to five extra days of holiday (pro rata for part-time colleagues) *
• One paid volunteering day each year to support local organisations
• Electric vehicle lease scheme (grade and pay criteria apply) *
• Gifts to mark key career and family milestones
• Expert led webinars on mental, physical and financial wellbeing
• Francis Clark Charitable Foundation, offering support for current and former employees experiencing financial hardship

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

Additional information

• Job title used internally may not align exactly with the title displayed in this advert