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- Tasks: Lead a team in delivering top-notch tax compliance and advisory services for high-net-worth clients.
- Company: Join PKF Francis Clark, the largest independent chartered accountants in South West England.
- Benefits: Enjoy flexible working, private medical insurance, and extra holiday options.
- Why this job: Shape the future of private client tax services while growing your career in a supportive environment.
- Qualifications: Must be ATT or CTA qualified with strong leadership skills and a creative problem-solving approach.
- Other info: PKF Francis Clark is a certified Great Place to Work, offering global networking opportunities.
The predicted salary is between 48000 - 72000 £ per year.
Are you an experienced Senior Manager or Director with expertise in trust taxation, ready to take on a fresh and rewarding challenge in a firm dedicated to supporting your professional growth?
As a leader in our Trust Tax team, you will play a pivotal role in delivering an outstanding tax compliance and advisory service to our diverse portfolio of private client tax clients. This includes advising on complex trust structures, inheritance tax planning, and succession strategies, ensuring tailored solutions for high-net-worth individuals, families, and trustees. Your leadership will drive excellence in all aspects of our work, from compliance to sophisticated advisory projects.
Joining our team means stepping into a role where your insights and expertise will help shape the direction of our private client tax services, making a meaningful difference to our clients while furthering your career in an environment that values your contribution 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 top-tier 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
- Play an active role 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 delivery by team members
- Work with Private Client tax partners to identify key opportunities and risks
- Promote firm-wide services, especially financial planning
- Ensure work is allocated effectively and departmental targets are met
- Assist in the running of the trust corporation
About you:
- Previous experience in similar role
- ATT or CTA qualified (or equivalent) with up-to-date technical knowledge (STEP qualification is 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 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:
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.
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:
- 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:
- Private medical insurance
- 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
- Electric vehicle lease scheme
*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.
Private Client Tax Director | Exeter, UK employer: PKF Francis Clark
Contact Detail:
PKF Francis Clark Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Director | Exeter, UK
✨Tip Number 1
Network with professionals in the tax and accountancy field, especially those who have experience with trust taxation. Attend industry events or webinars to connect with potential colleagues and learn more about the specific challenges and opportunities in this area.
✨Tip Number 2
Familiarise yourself with the latest developments in trust taxation and inheritance tax planning. Keeping up-to-date with changes in legislation will not only enhance your knowledge but also demonstrate your commitment to the role during interviews.
✨Tip Number 3
Prepare to discuss your leadership style and how you can inspire a team of advisors. Think of examples from your past experiences where you've successfully led a team or managed complex client relationships, as these will be crucial in showcasing your fit for the role.
✨Tip Number 4
Research PKF Francis Clark's culture and values thoroughly. Understanding their commitment to professional growth and employee wellbeing will help you align your responses during interviews and show that you're genuinely interested in being part of their team.
We think you need these skills to ace Private Client Tax Director | Exeter, UK
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in trust taxation and leadership roles. Use specific examples that demonstrate your ability to manage high-net-worth clients and complex tax structures.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Discuss how your background aligns with the responsibilities of the Private Client Tax Director position and mention any relevant qualifications like ATT or CTA.
Showcase Your Leadership Skills: Emphasise your experience in leading teams and developing advisors. Provide examples of how you've successfully managed client relationships and resolved issues efficiently in previous roles.
Highlight Your Problem-Solving Abilities: Demonstrate your creative approach to problem-solving in your application. Share specific instances where you identified opportunities or mitigated risks for clients, showcasing your strategic thinking.
How to prepare for a job interview at PKF Francis Clark
✨Showcase Your Expertise in Trust Taxation
Make sure to highlight your experience and knowledge in trust taxation during the interview. Be prepared to discuss specific cases where you've successfully advised clients on complex trust structures and inheritance tax planning.
✨Demonstrate Leadership Skills
As a Private Client Tax Director, you'll be leading a team. Share examples of how you've inspired and developed your team in previous roles. Discuss your approach to mentoring and upskilling colleagues, as this will resonate well with the interviewers.
✨Prepare for Client Scenarios
Expect to be asked about how you would handle various client situations. Prepare scenarios that demonstrate your problem-solving skills and ability to meet client needs efficiently while adhering to compliance standards.
✨Research PKF Francis Clark's Culture
Familiarise yourself with the firm's values and culture. Understanding their commitment to professional growth and support will help you align your answers with what they are looking for in a candidate, showing that you're a good fit for their team.
