Private Client Tax Manager

PKF FRANCIS CLARK; Exeter; On-site; GBP 30,000 - 60,000; Full time

Benefits offered by this job

Pension

Group life assurance

Group income protection

Health cash plan

Extra holiday purchase option

Counseling support

Virtual GP access

Cycle to work scheme

Shopping and gym discounts

Volunteering day

Job summary

An established industry player is seeking a dedicated tax professional to join their dynamic team in Exeter. This role offers the chance to work with a diverse portfolio of personal tax clients, including trusts and high-net-worth individuals. You will be instrumental in delivering exceptional tax compliance and advisory services while fostering client relationships. The firm is committed to your growth, offering continuous learning opportunities in a supportive environment. If you're eager to advance your career in a flexible and collaborative setting, this opportunity is perfect for you.

Qualifications

• Experience in tax compliance and advisory roles with report drafting skills.
• ATT or CTA qualified with up-to-date technical tax knowledge.

Responsibilities

• Manage a portfolio of tax cases including trusts and HNW individuals.
• Draft reports and provide tax advice on various planning matters.
• Review junior staff work and support their professional development.

Skills

Tax compliance

Tax advisory

Client relationship management

Report drafting

IHT planning

CGT advice

Time management

Professional discretion

Education

ATT qualified

CTA qualified

Job description

In a nutshell

Are you a tax professional eager to accelerate your career within a firm that prioritises your growth and development?

By joining our dynamic tax team, you will have the opportunity to deliver exceptional tax compliance and advisory services to a diverse portfolio of personal tax clients. This includes working with trusts and high-net-worth (HNW) individuals. You will play a crucial role in ensuring our clients receive top-tier service, leveraging your expertise to navigate complex tax matters and provide insightful advice.

We are committed to supporting your professional journey, offering continuous learning opportunities and a collaborative environment where your skills and career can flourish.

What you'll be doing day to day

• Look after a portfolio of cases, including some trusts as well as high net worth individuals
• Drafting reports and letters providing tax advice including IHT planning, residence and domicile
• Meeting with clients to ascertain and advise on their tax planning needs
• Undertake CGT advice on property, shares etc for both UK resident and non-UK resident individuals
• Reviewing the work of more junior staff and contributing to their professional learning and development
• Providing and managing compliance services including preparing and reviewing self-assessment tax returns and computations
• Actively seeking opportunities to promote other departments within the firm, and in particular the services of our financial planning colleagues
• Request, collate and maintain client information
• Correspond and deal confidently with client enquiries
• Maintain direct contact with clients, HMRC, solicitors, other accountancy, law and professional services firms, in the delivery of an excellent client service

About you

• Previous experience in a tax compliance and advisory role and drafting reports
• ATT or CTA qualified (or equivalent) with up-to-date technical knowledge
• Understanding of compliance standards imposed by the various regulatory authorities for tax
• Organised and able to plan time efficiently in order to meet deadlines
• Professional and discreet in demonstrating client care, with the ability to build rapport quickly with clients

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.

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.