Assistant Manager - Private Client Tax

In a nutshell

If you're looking to take the next step in your Private Client tax career, this role offers the scope, complexity, and client exposure to help you do exactly that. You’ll work with an impressive and diverse portfolio, including high‑net‑worth individuals, partnerships, non‑residents, and family‑owned businesses, while delivering high‑quality compliance and advisory work that genuinely makes an impact.

This is a chance to deepen your technical expertise, build trusted client relationships, and play a key role in developing others as part of a collaborative and growing Exeter team.

What you'll be doing day to day

• Manage a diverse portfolio of Private Client cases, including high‑net‑worth individuals, partnerships, non‑residents, and family‑owned businesses
• Deliver high‑quality Private Client tax advice and support on advisory assignments
• Prepare complex tax returns and review work completed by junior team members
• Build trusted relationships with clients, acting as a key point of contact and liaising directly with HMRC
• Collaborate with Partners, Directors, and Managers on new client work and specialist projects
• Mentor and support less experienced team members, helping develop their technical and professional skills

About you

• ATT/CTA qualified or currently studying towards CTA with relevant experience
• Strong background in Private Client tax compliance, with exposure to advisory work
• Confident using tax software and computer‑based tax compilation tools, plus solid MS Excel, Word, and Outlook skills
• Clear and effective communicator, able to build strong relationships with clients and colleagues
• Proactive, organised, and comfortable managing your own workload and deadlines
• Enjoys problem‑solving and supporting the development of others
• Commercially aware, with an interest in contributing to the wider success of the team

Why work at PKF Francis Clark

As the largest firm of independent chartered accountants and business advisers in South West England, PKF Francis Clark offers a wide range of opportunities to develop your career in the way that’s right for you.

Established in 1919, we’ve grown to nearly 1,000 people across offices in Bristol, Exeter, Plymouth, Poole, Salisbury, Southampton, Taunton, Torquay and Truro. Our size means we can offer ambitious work with exciting clients and a friendly, supportive culture.

We want you to belong, be yourself and do your best work as part of a forward-thinking team, with a flexible approach to hybrid working and a strong focus on wellbeing, learning and development.

For the past four years, PKF Francis Clark has been certified as a Great Place to Work and ranked among the UK’s Best Workplaces, rising to 6th out of 100 large organisations.

We’re a top 10 Best Workplace for Women, as well as being ranked for Wellbeing, Development, and Consulting and Professional Services. These rankings are compiled by Great Place to Work, based on confidential, independent feedback from our people. In addition, we’re one of The Sunday Times Top 100 Apprenticeship Employers.

Being a Certified B Corp means we’re held to high standards for environmental and social performance. We’re independently assessed to ensure we support our people, act responsibly and make long-term decisions that balance people and planet.

We’re proudly independent, while collaborating internationally through the PKF Global family of firms. Together we’re the 13th largest provider of accountancy services in the UK, with connections to like-minded advisers in 150 countries.

Your core benefits 

Financial wellbeing 

• Group personal pension to help you build your future savings through employer and employee contributions 
• Group life assurance providing cover up to four times your basic annual salary 
• Group income protection available after six months’ service 
• Health cash plan giving money back on everyday health costs, with free cover for up to four dependent children (up to age 24 in full‑time education) and the option to add a partner or spouse 

Mental wellbeing 

• Counselling and emotional support for you and your immediate family 
• Virtual GP and second opinion services for you and your immediate family 
• Access to trained Mental Health First Aiders for confidential, peer to peer support 

Physical wellbeing 

• Cycle to work scheme, with the option to purchase a bike and accessories up to £4,000* 
• Discounted membership at gyms, pools and studios across the UK 
• Digital health and wellbeing tools available through the employee health cash plan 
• Support for colleagues experiencing menopause, as part of our Menopause Workplace Pledge, including webinars and a dedicated Microsoft Teams channel for ongoing support 

Additional benefits 

• Family friendly benefits, including enhanced pay, family leave coaching sessions and a parent network  
• The option to buy up to five extra days of holiday (pro rata for part‑time colleagues) * 
• One paid volunteering day each year to support local organisations 
• Electric vehicle lease scheme (grade and pay criteria apply) * 
• Gifts to mark key career and family milestones 
• Expert led webinars on mental, physical and financial wellbeing 
• Francis Clark Charitable Foundation, offering support for current and former employees experiencing financial hardship 

* These benefits are provided via a salary exchange and are subject to employee’s post exchange hourly rate remaining above the national minimum wage 

Additional information 

• Job title used internally may not align exactly with the title displayed in this advert

IND1

Additional information

Please be aware that the job title used internally may not align exactly with the title displayed in this advert