Private Client Tax Manager

PKF FRANCIS CLARK; Poole Keynes; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading accounting firm in Poole Keynes is seeking a tax professional to manage a portfolio of clients including trusts and high-net-worth individuals. The role involves drafting tax advice reports, client meetings, and contributing to junior staff development. Applicants should have prior experience in tax compliance and be ATT or CTA qualified. The firm offers a range of benefits including health cash plans and flexible working options.

Benefits

Pension

Group life assurance

Health cash plan

Health & Wellbeing benefits

Option to buy extra holiday

Cycle to work benefits

Shopping and gym discounts

Volunteering day support

Qualifications

• Experience in tax compliance and advisory roles is essential.
• Ability to draft reports and letters for tax advice.
• Must understand compliance standards for tax regulations.

Responsibilities

• Manage a portfolio of high net worth clients and trusts.
• Draft tax advice reports including IHT planning.
• Meet with clients to assess their tax planning needs.
• Provide compliance services and prepare self-assessment tax returns.
• Support junior staff in their professional development.

Skills

Tax compliance and advisory

Client relationship management

Technical knowledge of tax regulations

Organizational skills

Professional discretion

Education

ATT or CTA qualified (or equivalent)

Job description

Overview

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.

Established in 1919, PKF Francis Clark is the largest firm of independent chartered accountants and business advisers in South West England, offering a breadth of opportunities to develop your career. We are based across offices in Bristol, Exeter, Plymouth, Poole, Salisbury, Southampton, Taunton, Torquay and Truro. We emphasise a flexible approach to hybrid working, wellbeing, and learning and development. Our culture has been recognised nationally—as a Great Place to Work and among the UK’s Best Workplaces—reflecting feedback from our people in confidential surveys. We are part of the PKF Global network, connecting with colleagues in 150 countries.

Responsibilities

• 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 enquires
• Maintain direct contact with clients, HMRC, solicitors, other accountancy, law and professional services firms, in the delivery of an excellent client service
• As the largest firm of independent chartered accountants and business advisers in South West England, PKF Francis Clark offers a breadth of opportunities to develop your career

Qualifications

• 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

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.