Trust Tax Director

In a nutshell

Are you an existing senior manager or director with significant experience of trust taxation looking for a new challenge in a firm that supports your development?

Heading up our Trust tax team, you’ll help us to provide a first-class tax compliance and advisory service to our personal tax clients

What you'll be doing day to day

• Ensuring the work of the Trust team is compliant with legislative and ethical standards
• Assisting the team in solving client issues and ensuring they are delivered to the timescale and budget required
• Managing a team of advisors including taking a leading role in their professional development
• Liaising with clients including Trustees, Beneficiaries, individuals and other intermediaries to provide a first-class service to our clients
• Acting as principal on a portfolio of trust and HNW clients including taking responsibility for reviewing and signing out advice
• Reviewing and advising on trust accounts
• Playing an active role in marketing and developing our trust services offering
• Working with others to grow the team and our trust business
• Helping to upskill and develop our colleagues in other departments to ensure we manage risk and help with identifying opportunities for the firm
• Meeting with clients to ascertain and advise on their tax planning needs and overseeing the delivery of this work by other team members
• Working alongside the Private Client tax partners to identify key opportunities and threats within both the existing client base and externally
• Actively seeking opportunities to promote other departments within in the firm, and in particular the services of our financial planning colleagues
• Playing an active role in ensuring that work is undertaken by the right team members and departmental targets are met
• Assisting with the running of our trust corporation

About you

• Previous experience in similar role as either an experienced senior manager looking to take the next step in their career, or a director
• ATT or CTA qualified (or equivalent) with up-to-date technical knowledge.  The STEP qualification is also desirable
• The ability to lead a team and inspire them to become the best advisors they can
• Highly motivated with the ability to engage with clients with very significant levels of wealth and with colleagues at all levels
• Organised and able to plan time efficiently in order to meet deadlines
• Demonstrates a creative approach to problem solving with a strong desire to succeed

Why work at PKF Francis Clark

We’re the largest firm of independent chartered accountants and business advisors in South West England. We have nine offices in Bristol, Exeter, Plymouth, Poole, Salisbury, Southampton, Taunton, Torquay and Truro.

The firm, which celebrated its centenary in 2019, has annual revenue of over £65 million and a 900-strong team based across our offices. Our continuing growth offers you the opportunity to expand and develop your career in a direction that interests you.

We offer a supportive and flexible culture, taking your career seriously to enable you to be the best you can be. Since September 2022, PKF Francis Clark has been certified as a Great Place to Work.

We work hard to ensure that ours is a culture where you can be yourself, develop and be part of a forward-thinking team that makes brilliant things happen. We ranked as one of the UK’s Best Workplaces in 2023, and again in 2024 when we rose nine places to 24^th in the list of the UK’s Best Workplaces (Large Organisations).

We’ve also been ranked 46^th out of 89 in the UK’s Best Workplaces for Women 2023 (Large Organisations) and 40^th out of 79 in the UK’s Best Workplaces for Wellbeing 2023 (Large Organisations). PKF Francis Clark has been highlighted as a top achiever among the UK’s Best Workplaces in Consulting & Professional Services by workplace culture experts Great Place to Work.

And in recognition of our outstanding training programmes for graduates, school leavers and career changers, we’re ranked 28^th among England’s Top 100 Apprenticeship Employers by the Department of Education and High Fliers Research.

Whilst we’re proudly independent, PKF Francis Clark is a member of the PKF Global family of  firms, which together are ranked as the 12th largest provider of accountancy services in the UK by Accountancy Age. As part of a global community of business advisors in 150 countries, the opportunities to expand your horizons by connecting with PKF colleagues around the world are endless.

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.