Private Client Tax Manager

TN United Kingdom; Exeter; On-site; GBP 45,000 - 75,000; Full time

Job summary

An established industry player is seeking a Private Client Tax Manager to enhance their dynamic tax team. This role offers the opportunity to deliver exceptional tax compliance and advisory services to a diverse portfolio of clients, including trusts and high-net-worth individuals. You will manage complex tax matters, provide insightful advice, and support junior staff in their development. The firm prioritizes your growth with continuous learning opportunities and a collaborative environment. Join a supportive culture recognized for outstanding training programs and global connections, and take the next step in your career with this innovative firm.

Benefits

Pension

Group Life Assurance

Income Protection

Health Cash Plan

Extra Holiday Options

Counselling Support

Virtual GP

Cycle to Work Scheme

Shopping Discounts

Volunteering Days

Qualifications

• Experience in tax compliance and advisory roles with report drafting skills.
• Understanding of regulatory compliance standards for tax.

Responsibilities

• Manage a portfolio of cases, including trusts and high-net-worth individuals.
• Draft reports and letters providing tax advice, including IHT planning.
• Review work of junior staff and contribute to their development.

Skills

Tax Compliance

Advisory Services

Report Drafting

Client Management

Regulatory Compliance

Time Management

Education

ATT or CTA qualified

Equivalent Qualification

Job description

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Private Client Tax Manager

Employer Location: Exeter, Devon (GB)

Salary: Highly competitive + exclusive benefits

Closing date: 13 May 2025

Job Details

In a nutshell

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

Join our dynamic tax team to deliver exceptional tax compliance and advisory services to a diverse portfolio of personal tax clients, including trusts and high-net-worth individuals. You will play a crucial role in ensuring top-tier service, navigating complex tax matters, and providing insightful advice.

We support your professional journey with continuous learning opportunities and a collaborative environment for your skills and career growth.

What you'll be doing day to day

1. Manage a portfolio of cases, including trusts and high-net-worth individuals.
2. Draft reports and letters providing tax advice, including IHT planning, residence, and domicile.
3. Meet with clients to understand and advise on their tax planning needs.
4. Provide CGT advice on property, shares, etc., for UK and non-UK resident individuals.
5. Review work of junior staff and contribute to their development.
6. Manage compliance services, including preparing and reviewing self-assessment tax returns and computations.
7. Promote other departments and services within the firm, especially financial planning.
8. Request, collate, and maintain client information.
9. Communicate confidently with clients and professional contacts.

About you

1. Experience in tax compliance and advisory roles, including report drafting.
2. ATT or CTA qualified (or equivalent) with up-to-date technical knowledge.
3. Understanding of regulatory compliance standards for tax.
4. Organised with effective time management skills to meet deadlines.
5. Professional, discreet, and able to build rapport quickly with clients.

Why work at PKF Francis Clark

As the largest independent chartered accountants and business advisors in South West England, we offer opportunities to develop your career in a direction that interests you.

With nearly 1,000 employees across multiple offices, our culture is flexible and supportive, encouraging you to be your best. We are recognized for our rankings and awards, including being a top employer and providing outstanding training programs.

Being part of the PKF Global family of firms in 150 countries allows you to connect and expand your horizons worldwide.

Your core benefits

• Financial benefits: Pension, group life assurance (up to 4x salary), income protection, health cash plan.
• Health & Wellbeing: Extra holiday options, counselling support, virtual GP, cycle to work scheme.
• Other benefits: Shopping and gym discounts, milestone gifts, volunteering days, charitable support.

Note: Benefits via salary exchange are subject to employee’s post-exchange hourly rate remaining above minimum wage.

Company info

PKF Francis Clark is a leading firm with a rich history, supporting career development with a flexible and inclusive culture. We are part of a global network, providing international opportunities.

Contact: Website, Telephone: [phone], Location: Centenary House, Rydon Lane, Exeter, Devon, EX2 7XE, United Kingdom.

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