Private Client Tax Manager – HNW & Trusts

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

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.