Private Client Tax Director

PKF FRANCIS CLARK; Poole; On-site; GBP 60,000 - 100,000; Full time

Job summary

Join a forward-thinking firm as a Senior Manager or Director in Trust Tax. Lead a dedicated team delivering exceptional tax compliance and advisory services to high-net-worth clients. This role offers a chance to shape private client tax services while fostering your professional growth in a supportive environment. Embrace the opportunity to make a meaningful impact and advance your career with a company recognized as a Great Place to Work, where your contributions are valued and rewarded.

Benefits

Pension

Private Medical Insurance

Group Life Assurance

Health Cash Plan

Extra Holiday Purchase

Counseling Services

Cycle to Work Scheme

Volunteering Day

Electric Vehicle Lease Scheme

Discounts on Shopping and Gym

Qualifications

• Experience in trust taxation and leading teams.
• Ability to engage with high-net-worth clients.

Responsibilities

• Ensure compliance with trust team standards and resolve client issues.
• Lead and develop a team of advisors while managing a portfolio of clients.

Skills

Trust Taxation

Inheritance Tax Planning

Succession Strategies

Team Leadership

Client Relationship Management

Problem Solving

Education

ATT or CTA qualified

STEP qualification

Job description

In a nutshell

Are you an experienced Senior Manager or Director with expertise in trust taxation, ready to take on a fresh and rewarding challenge in a firm dedicated to supporting your professional growth?

As a leader in our Trust Tax team, you will play a pivotal role in delivering an outstanding tax compliance and advisory service to our diverse portfolio of private client tax clients. This includes advising on complex trust structures, inheritance tax planning, and succession strategies, ensuring tailored solutions for high-net-worth individuals, families, and trustees. Your leadership will drive excellence in all aspects of our work, from compliance to sophisticated advisory projects.

Joining our team means stepping into a role where your insights and expertise will help shape the direction of our private client tax services, making a meaningful difference to our clients while furthering your career in an environment that values your contribution and development.

What you'll be doing day to day

• Ensure compliance with legislative and ethical standards within the Trust team
• Resolve client issues efficiently, meeting timescales and budgets
• Lead and develop a team of advisors
• Liaise with trustees, beneficiaries, individuals, and intermediaries to provide top-tier service
• Act as principal on a portfolio of trust and high-net-worth clients, reviewing and signing off advice
• Review and advise on trust accounts
• Play an active role in marketing and business development for trust services
• Support team growth and expansion of the trust business
• Upskill colleagues in other departments to manage risk and identify opportunities
• Meet with clients to assess and advise on tax planning, overseeing delivery by team members
• Work with Private Client tax partners to identify key opportunities and risks
• Promote firm-wide services, especially financial planning
• Ensure work is allocated effectively and departmental targets are met
• Assist in the running of the trust corporation

About you

• Previous experience in similar role
• ATT or CTA qualified (or equivalent) with up-to-date technical knowledge (STEP qualification is desirable)
• The ability to lead a team and inspire them to become the best advisors they can
• Highly motivated with the ability to engage with clients with significant levels of wealth and with colleagues at all levels
• Organised and able to plan time efficiently in order to meet deadlines
• Demonstrates a creative approach to problem solving with a strong desire to succeed

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:
• Private medical insurance
• 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
• Electric vehicle lease scheme*

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.