Private Client Tax Manager

PKF-Francis Clark Chartered accountants & business advisers; Mansfield; On-site; GBP 40,000 - 55,000; Full time

Job summary

A leading accounting firm in Mansfield is seeking a tax professional to manage a diverse portfolio of personal tax clients, including trusts and high-net-worth individuals. You'll draft reports, provide tax advice, and ensure compliance. Ideal candidates are ATT or CTA qualified with experience in tax compliance and advisory roles. Join us for opportunities for professional growth and continuous learning.

Qualifications

• Experience in tax compliance and advisory roles.
• Current technical knowledge of tax regulations.
• Organized with good time management skills.

Responsibilities

• Manage a portfolio of tax cases, including trusts and HNW individuals.
• Draft tax advice reports and meet with clients.
• Handle compliance services including self-assessment tax returns.

Skills

Tax compliance

Advisory skills

Report drafting

Client management

Education

ATT or CTA qualified

Job description

Social network you want to login/join with:

PKF-Francis Clark Chartered accountants & business advisers

Location:

Mansfield, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Reference:

0f54ea7d4b84

Job Views:

12

Posted:

01.08.2025

Expiry Date:

15.09.2025

Job Description:

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 (HNW) individuals. Play a crucial role in ensuring top-tier service, navigating complex tax matters, and providing insightful advice.

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

What you'll be doing day to day

• Manage a portfolio of cases, including trusts and high-net-worth individuals
• Draft reports and letters providing tax advice, including IHT planning, residence, and domicile
• Meet with clients to understand and advise on their tax planning needs
• Provide CGT advice on property, shares, etc., for UK and non-UK resident individuals
• Review the work of junior staff and contribute to their development
• Handle compliance services, including preparing and reviewing self-assessment tax returns and computations
• Proactively promote other departments and services within the firm, especially financial planning
• Request, collate, and maintain client information
• Deal confidently with client inquiries and correspondence
• Maintain contact with clients, HMRC, solicitors, and other professional firms to deliver excellent client service

About you

• Experience in tax compliance and advisory roles, with report drafting skills
• ATT or CTA qualified (or equivalent) with current technical knowledge
• Understanding of regulatory compliance standards for tax
• Organized with good time management skills to meet deadlines
• Professional, discreet, and able to build rapport quickly with clients