Trusts Tax Manager

PKF Francis Clark; Exeter; On-site; GBP 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a dedicated tax professional to join their Trust tax team. In this role, you'll provide exceptional tax compliance and advisory services to personal tax clients, including trusts and high net worth individuals. You'll manage a diverse portfolio, draft detailed reports, and liaise with clients to address their tax planning needs. With a commitment to professional development, you'll also mentor junior staff and have access to excellent training facilities. This is an exciting opportunity to grow your career in a supportive and flexible environment that values your contributions.

Benefits

Pension

Group life assurance

Health cash plan

Extra holiday options

Counselling support

Virtual GP services

Cycle to work scheme

Gym discounts

Volunteering day

Emergency funding support

Qualifications

• Previous experience in a similar role with up-to-date technical knowledge.
• Organised and able to plan time efficiently to meet deadlines.

Responsibilities

• Manage a portfolio of trust cases and high net worth individuals.
• Draft reports and provide tax advice including IHT and CGT.

Skills

Tax Compliance

Client Relationship Management

Tax Planning

Report Drafting

Time Management

Education

ATT or CTA qualified

Equivalent qualifications

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

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

About you

• Previous experience in a similar role
• 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 – particularly during the January tax return season
• Professional and discreet in demonstrating client care, with the ability to build rapport quickly with clients
• 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.

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.

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.