Private Client Tax Senior Manager / Director

PKF-Francis Clark Chartered accountants & business advisers; Mansfield; On-site; GBP 150,000 - 200,000; Full time

Job summary

A leading firm in tax advisory services is seeking an experienced Senior Manager or Director specializing in trust taxation. In this key role, you will lead a team, ensure compliance, and provide advisory services to high-net-worth clients. You will also engage in business development and support the growth of the Trust team. Ideal candidates will be ATT or CTA qualified and possess strong leadership and client engagement skills.

Qualifications

• Previous experience in a similar role.
• Current technical knowledge in trust taxation.
• Ability to lead a team of advisors effectively.

Responsibilities

• Ensure compliance with legislative standards within the Trust team.
• Resolve client issues efficiently and within budgets.
• Lead and develop a team of advisors.
• Liaise with clients and intermediaries to provide excellent service.
• Review and sign off on advice for trust and high-net-worth clients.
• Participate in marketing and business development for trust services.

Skills

Leadership

Client engagement

Problem solving

Time management

Education

ATT or CTA qualified

STEP qualification (desirable)

Job description

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Client:

PKF-Francis Clark Chartered accountants & business advisers

Location:

Mansfield, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

30159bab53c2

Job Views:

7

Posted:

25.08.2025

Expiry Date:

09.10.2025

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Job Description:

In a nutshell

Are you an experienced Senior Manager or Director with expertise in trust taxation, ready to take on a challenging and rewarding role in a firm committed to supporting your professional growth?

As a leader in our Trust Tax team, you will be crucial in delivering high-quality tax compliance and advisory services to our private client portfolio. This includes advising on complex trust structures, inheritance tax planning, and succession strategies, providing tailored solutions for high-net-worth individuals, families, and trustees. Your leadership will ensure excellence across compliance and advisory projects.

Joining us means your insights will shape our private client tax services, making a difference to clients while advancing your career in an environment that values your contributions and development.

What you'll be doing day to day

• Ensure compliance with legislative and ethical standards within the Trust team
• Resolve client issues efficiently, meeting timescales and budgets
• Lead and develop a team of advisors
• Liaise with trustees, beneficiaries, individuals, and intermediaries to provide excellent service
• Act as principal on a portfolio of trust and high-net-worth clients, reviewing and signing off advice
• Review and advise on trust accounts
• Participate in marketing and business development for trust services
• Support team growth and expansion of the trust business
• Upskill colleagues in other departments to manage risk and identify opportunities
• Meet with clients to assess and advise on tax planning, overseeing team delivery
• Collaborate with Private Client tax partners to identify opportunities and risks
• Promote firm-wide services, especially financial planning
• Ensure effective work allocation and achievement of departmental targets
• Assist in managing the trust corporation

About you

• Previous experience in a similar role
• ATT or CTA qualified (or equivalent) with current technical knowledge (STEP qualification is desirable)
• Ability to lead and inspire a team of advisors
• Highly motivated with excellent client engagement skills, particularly with high-net-worth individuals
• Organised, with effective time management skills to meet deadlines
• Creative problem solver with a strong drive to succeed