Senior - Private Client Tax

In a nutshell

Are you ready to take the next step in your tax career?

This role offers the chance to work with a diverse portfolio of high-net-worth individuals, non-residents, trusts, and estates.

You’ll play a key role in delivering exceptional compliance and advisory services, with a strong focus on personal tax and trust taxation, while developing your technical expertise and leadership skills.

What you'll be doing day to day

• Prepare and review tax returns for a range of private client cases, including high-net-worth individuals, non-resident, trusts, and estates
• Support Partners and Directors in delivering high-quality tax advice to individuals and trustees, including planning opportunities and complex structuring
• Manage trust compliance, including preparation of trust tax returns, inheritance tax accounts, and related filings
• Collate and maintain client information to ensure accurate and timely submissions
• Assist with tax advisory projects, such as succession planning, residence and domicile issues, and trust reorganisations
• Correspond with clients and trustees on tax issues and liabilities, escalating complex matters where appropriate
• Produce work for Manager review, highlighting technical or client-specific issues and recommending solutions
• Supervise and mentor junior team members, providing guidance and reviewing their work

About you

• ATT/CTA qualified (or equivalent), or part-qualified with relevant experience 
• Private client tax experience in a public practice environment
• Experience in using tax software and computer-based tax compilation programmes; plus MS Excel, Word, and Outlook skills
• Excellent communication skills and the ability to build strong client relationships
• A proactive, organised individual who enjoys problem-solving and developing others

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 breadth of opportunities to develop your career in the way that’s right for you. 

Established in 1919, we’ve grown to a team of nearly 1,000 people, based across our offices in Bristol, Exeter, Plymouth, Poole, Salisbury, Southampton, Taunton, Torquay and Truro. This means we’re big enough to do challenging work for exciting clients, but small enough to maintain our friendly and supportive culture. 

We work hard to ensure you can belong, be yourself and be brilliant as part of a forward-thinking team. This includes a flexible approach to hybrid working. And our focus on wellbeing and learning and development has been recognised nationally. 

For the past three years, PKF Francis Clark has been certified as a Great Place to Work and ranked among the UK’s Best Workplaces. In 2025, we climbed four places to 20 out of 100 large organisations on this prestigious list. 

We’re also in the UK’s top 10 Best Workplaces for Women (6 out of 100 large organisations), as well as being ranked among the Best Workplaces for Wellbeing (35 out of 100), Best Workplaces for Development (24 out of 100) and Best Workplaces in Consulting and Professional Services. 

All these lists are compiled by workplace culture experts Great Place to Work. Our rankings are a direct result of feedback from our people in a confidential, independent annual survey. 

The success rates of our trainees mean we’re also ranked 33rd in The Sunday Times Top 100 Apprenticeship Employers 2025. 

While we’re proudly independent, we collaborate with colleagues around the world to enable our clients to succeed. 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 this international network provides opportunities to connect with like-minded accountants and business advisers in 150 countries. 

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.