Senior/Assistant Manager – OMB Tax (Property)

PKF FRANCIS CLARK; Exeter; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading accountancy firm in Exeter seeks a qualified tax advisor to provide expert advice on UK property tax planning and capital allowances. You will work closely with clients and senior teams, ensuring compliance with legislation while developing your career in a supportive environment with tailored development programmes. Salary and benefits include pension, health cash plans, and wellbeing support.

Benefits

Pension

Health cash plan

Option to buy extra holiday

Virtual GP service

Volunteering day per year

Qualifications

• Experience in tax advisory or compliance.
• In-depth knowledge of UK tax legislation and HMRC compliance.
• Ability to liaise across various teams.

Responsibilities

• Advise clients on stamp duty land tax and capital allowances.
• Prepare initial advice reports and capital allowance analysis.
• Liaise with clients and assist in corporate transactions.

Skills

Advising on tax matters

Research and analysis

Excellent communication

Problem-solving skills

Education

ACA/ACCA/CTA qualified or equivalent

Job description

In a nutshell

Step into a dynamic role where you’ll shape smart solutions for property and corporate clients. From capital allowances to reconstructions, you’ll work closely with senior teams and clients, building your expertise across tax disciplines. With professional qualifications and a proactive mindset, you’ll thrive in our supportive environment -boosted by tailored development programmes to grow your career.

What you'll be doing day to day

• Advising our clients in areas such as stamp duty land tax, capital allowances, property-based incorporations, UK property tax planning or structure advice, as well as assisting in some areas of corporate reconstructions and transactions
• Work will include preparing initial advice reports or letters, and preparing capital allowance analysis and reports, as well as advising on sales and purchases of property
• Working with managers and directors in the owner managed business advisory team to deliver tax advisory work
• Liaising with clients and potential new clients including telephone calls, Teams meetings and face to face meetings
• Researching and preparing scopes and quotes for new work
• Stay updated on tax legislation and policies

About you

• ACA/ACCA/CTA qualified (or nearly qualified) or equivalent
• Experience of tax advisory or compliance in the areas above
• In-depth knowledge of UK tax legislation and HMRC compliance requirements
• Knowledge of both corporate and personal tax and ability to liaise across numerous teams across the firm
• Strong research, analytical and problem-solving skills
• Excellent communication and interpersonal skills, with the ability to build relationships with senior stakeholders
• Proactive, with a strong attention to detail and the ability to work independently

Why work at PKF Francis Clark

As the largest firm of independent chartered accountants and business advisors in South West England, joining PKF Francis Clark brings opportunities to develop your career in a direction that interests you.

Having celebrated our centenary in 2019, we’re a team of nearly 1,000 people, based across our offices in Bristol, Exeter, Plymouth, Poole, Salisbury, Southampton, Taunton, Torquay and Truro.

Our culture is flexible and supportive, enabling you to be the best you can be. We work hard to ensure you can be yourself, develop and be part of a forward-thinking team that makes brilliant things happen. But don’t just take our word for it.

PKF Francis Clark is certified as a Great Place to Work. In 2024, we climbed nine places to 24 out of 105 large organisations on the list of the UK’s Best Workplaces.

We’re also ranked among the UK’s Best Workplaces for Women (33 out of 90 large organisations), Best Workplaces for Development (30 out of 100) and Best Workplace for Wellbeing (44 out of 100).

Workplace culture experts Great Place to Work also highlighted PKF Francis Clark as a top achiever among the UK’s Best Workplaces in Consulting & Professional Services.

And in recognition of our outstanding training programmes for graduates, school leavers and career changers, we’ve been ranked among England’s Top 100 Apprenticeship Employers for two years running.

Whilst we’re proudly independent, PKF Francis Clark is a member of the PKF Global family of firms – together we’re the 12th largest provider of accountancy services in the UK. Being part of a global community of business advisors in 150 countries provides opportunities to expand your horizons by connecting with PKF colleagues around the world.

Your core benefits

Financial 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.