Trust Tax Manager

PKF FRANCIS CLARK; Poole; On-site; GBP 35,000 - 55,000; Full time

Job summary

Join a leading firm of independent chartered accountants and business advisors in South West England, where your expertise in tax compliance and advisory services will be valued. This role offers the opportunity to work closely with high net worth clients and trusts, providing tailored tax planning solutions. You'll be part of a supportive team that prioritizes your professional development, ensuring you stay updated with the latest compliance standards. With a flexible workplace culture and recognition as a Great Place to Work, this is an exciting chance to advance your career while making a positive impact on clients' financial futures.

Benefits

Pension

Group life assurance

Health cash plan

Extra holiday options

Counselling support

Virtual GP services

Cycle to work scheme

Shopping and gym discounts

Volunteering day

Emergency funding support

Qualifications

• Experience in tax compliance and advisory services.
• ATT or CTA qualified with up-to-date technical knowledge.

Responsibilities

• Manage a portfolio of trust cases and high net worth individuals.
• Draft reports providing tax advice and liaise with clients.

Skills

Tax Compliance

Advisory Services

Client Relationship Management

Trust Accounts Preparation

Time Management

Education

ATT or CTA qualification

Equivalent Tax Qualification

Job description

In a nutshell

Are you a tax professional looking to accelerate your career in a firm that supports your development?

Joining our Trust tax team, you’ll help to provide a first-class tax compliance and advisory service to our personal tax clients, including trusts and HNW clients.

What you'll be doing day to day

1. Look after a portfolio of trust cases, as well as high net worth individuals
2. Drafting reports and letters providing tax advice including IHT, CGT and income planning
3. Liaising with Trustees, Beneficiaries and other intermediaries to provide a first-class service to our clients
4. Meeting with clients to ascertain and advise on their tax planning needs
5. Providing and managing compliance services including preparing self-assessment tax returns, computations and associated forms.
6. Reviewing the work of more junior staff and contributing to their professional learning and development
7. Maintain and update the Trust Register and HMRC’s Trust Registration Service
8. Identify and implement tax planning opportunities for our clients such as the use of Trusts in Estate planning
9. Actively seeking opportunities to promote other departments within the firm, and in particular the services of our financial planning colleagues
10. Request, collate and maintain client information
11. Correspond and deal confidently with client enquires
12. Maintain direct contact with clients, HMRC, solicitors, other accountancy, law and professional services firms
13. Ensuring your technical knowledge remains up to date by making full use of our excellent training facilities

About you

1. Previous experience in a similar role
2. ATT or CTA qualified (or equivalent) with up-to-date technical knowledge
3. Understanding of compliance standards imposed by the various regulatory authorities for tax
4. Organised and able to plan time efficiently in order to meet deadlines – particularly during the January tax return season
5. Professional and discreet in demonstrating client care, with the ability to build rapport quickly with clients
6. The ability to prepare trust accounts is desirable

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.