Private Client Tax Manager

Vacancy Working Pattern:
Full Time

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In a nutshell

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

Joining our 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 cases, including some trusts as well as high net worth individuals
Drafting reports and letters providing tax advice including IHT planning, residence and domicile
Meeting with clients to ascertain and advise on their tax planning needs
Undertake CGT advice on property, shares etc for both UK resident and non-UK resident individuals
Reviewing the work of more junior staff and contributing to their professional learning and development
Providing and managing compliance services including preparing and reviewing self-assessment tax returns and computations
Actively seeking opportunities to promote other departments within in the firm, and in particular the services of our financial planning colleagues
Request, collate and maintain client information
Correspond and deal confidently with client enquires
Maintain direct contact with clients, HMRC, solicitors, other accountancy, law and professional services firms, in the delivery of an excellent client service

About you

Previous experience in a tax compliance and advisory role and drafting reports
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
A good practical knowledge of offshore trusts is highly 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.

What happens next

To apply for the Private Client Tax Manager role click the ‘Apply now’ button below.

If you don't have an up-to-date CV or if you would like an informal chat about the role before applying then please contact James Beck on: [email protected].

Apply now

PKF Francis Clark is an Equal Opportunities employer with a strong and passionate commitment to diversity, equity, and inclusion. We’re dedicated to fostering a work environment that supports, inspires, and respects all individuals. We do not discriminate based upon age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex, sexual orientation, or any other applicable legally protected characteristic.

We welcome and encourage applications from people of all backgrounds and all aspects of employment at PKF Francis Clark are based on merit, qualifications, and business needs. We’re committed to providing reasonable adjustments or accommodations for applicants, so if you need assistance or support during the recruitment process please let us know. We promise to reply to all applications.