Private Client Tax Manager

PKF FRANCIS CLARK; Torquay; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Group pension

Life assurance

Income protection

Health cash plan

Mental wellbeing support

Cycle to work scheme

EV lease scheme

Job summary

PKF Francis Clark in Torquay is seeking a tax professional to deliver tax compliance and advisory services to a diverse portfolio, including trusts and high-net-worth individuals, with opportunities to grow within a supportive firm.

You will draft reports, meet clients, advise on IHT planning, residence and domicile, and oversee self‑assessment returns, while collaborating with junior staff and cross‑selling services across the firm in a hybrid working setup.

Qualifications

• Experience in tax compliance and advisory with drafting reports.
• ATT or CTA qualified with up-to-date technical knowledge.
• Understanding regulatory standards for tax compliance.

Responsibilities

• Look after a portfolio of cases including trusts and high-net-worth individuals
• Drafting reports and letters providing tax advice including IHT planning, residence and domicile
• Meet with clients to ascertain and advise on 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

Skills

Tax compliance

Tax advisory

IHT planning

Trusts & HNW

Client liaison

Education

ATT or 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.

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 in 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

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 advisers in South West England, PKF Francis Clark offers a wide range of opportunities to develop your career in the way that’s right for you. Established in 1919, we’ve grown to nearly 1,000 people across offices in Bristol, Exeter, Plymouth, Poole, Salisbury, Southampton, Taunton, Torquay and Truro. Our size means we can offer ambitious work with exciting clients and a friendly, supportive culture. We want you to belong, be yourself and do your best work as part of a forward-thinking team, with a flexible approach to hybrid working and a strong focus on wellbeing, learning and development. For the past four years, PKF Francis Clark has been certified as a Great Place to Work and ranked among the UK’s Best Workplaces, rising to 6th out of 100 large organisations. We’re a top 10 Best Workplace for Women, as well as being ranked for Wellbeing, Development, and Consulting and Professional Services. These rankings are compiled by Great Place to Work, based on confidential, independent feedback from our people. In addition, we’re one of The Sunday Times Top 100 Apprenticeship Employers. Being a Certified B Corp means we’re held to high standards for environmental and social performance. We’re independently assessed to ensure we support our people, act responsibly and make long‑term decisions that balance people and planet. We’re proudly independent, while collaborating internationally through the PKF Global family of firms. Together we’re the 13th largest provider of accountancy services in the UK, with connections to like‑minded advisers in 150 countries.

Your core benefits

Financial wellbeing

• Group personal pension to help you build your future savings through employer and employee contributions
• Group life assurance providing cover up to four times your basic annual salary
• Group income protection available after six months’ service
• Health cash plan giving money back on everyday health costs, with free cover for up to four dependent children (up to age 24 in full‑time education) and the option to add a partner or spouse

Mental wellbeing

• Counselling and emotional support for you and your immediate family
• Virtual GP and second opinion services for you and your immediate family
• Access to trained Mental Health First Aiders for confidential, peer to peer support

Physical wellbeing

• Cycle to work scheme, with the option to purchase a bike and accessories up to £4,000*
• Discounted membership at gyms, pools and studios across the UK
• Digital health and wellbeing tools available through the employee health cash planSupport for colleagues experiencing menopause, as part of our Menopause Workplace Pledge, including webinars and a dedicated Microsoft Teams channel for ongoing support

Additional benefits

• Family friendly benefits, including enhanced pay, family leave coaching sessions and a parent network
• The option to buy up to five extra days of holiday (pro rata for part‑time colleagues) *
• One paid volunteering day each year to support local organisations
• Electric vehicle lease scheme (grade and pay criteria apply) *
• Gifts to mark key career and family milestones
• Expert led webinars on mental, physical and financial wellbeing
• Francis Clark Charitable Foundation, offering support for current and former employees experiencing financial hardship

* These benefits are provided via a salary exchange and are subject to employee’s post exchange hourly rate remaining above the national minimum wage

Additional information

• Job title used internally may not align exactly with the title displayed in this advert

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