Private Client Tax Director | Salisbury, UK

PKF Francis Clark; Salisbury; On-site; GBP 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Private Client Tax Director to lead their Trust Tax team. This role offers a rewarding opportunity to shape tax compliance and advisory services for high-net-worth clients. With a focus on trust structures and inheritance tax planning, you will drive excellence in service delivery while fostering professional growth within a supportive environment. Join a firm recognized for its workplace culture and commitment to employee development, where your expertise will make a significant impact on clients and the team alike.

Benefits

Pension

Private medical insurance

Group life assurance

Health cash plan

Cycle to work

Emergency funding from the Francis Clark Charitable Foundation

Gifts for milestones

Volunteering day per year

Electric vehicle lease scheme

Option to buy extra holiday

Qualifications

• Experience in a senior manager or director role in trust taxation.
• Ability to lead and inspire a team of advisors.

Responsibilities

• Ensure compliance with legislative standards within the Trust team.
• Lead and develop a team of advisors while managing client portfolios.

Skills

Trust Taxation

Inheritance Tax Planning

Succession Strategies

Client Relationship Management

Team Leadership

Problem Solving

Education

ATT or CTA qualified

STEP qualification

Job description

Private Client Tax Director

PKF Francis Clark Salisbury, United Kingdom

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

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

About you

1. Previous experience in similar role
2. ATT or CTA qualified (or equivalent) with up-to-date technical knowledge (STEP qualification is desirable)
3. The ability to lead a team and inspire them to become the best advisors they can
4. Highly motivated with the ability to engage with clients with significant levels of wealth and with colleagues at all levels
5. Organised and able to plan time efficiently in order to meet deadlines
6. 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. PKF Francis Clark is certified as a Great Place to Work and has received multiple accolades for workplace culture, diversity, development, and wellbeing.

Whilst proudly independent, PKF Francis Clark is part of the PKF Global family of firms, providing opportunities to connect with colleagues worldwide and expand your horizons.

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 shopping and gym discounts
• Gifts for milestones
• One volunteering day per year
• 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.

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