Manager Director jobs in United Kingdom

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PKF-Francis Clark Chartered accountants & business advisers

Mansfield, United Kingdom

Other

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30159bab53c2

7

25.08.2025

09.10.2025

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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