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- Tasks: Manage trust accounts and provide expert tax compliance services to diverse rural clients.
- Company: Join PKF Francis Clark, a top UK workplace for wellbeing and career growth.
- Benefits: Enjoy a healthy work-life balance, competitive salary, and opportunities for professional development.
- Why this job: Make a real impact in the rural economy while advancing your career with supportive colleagues.
- Qualifications: AAT/ACA/ACCA qualified or equivalent experience, with strong attention to detail.
- Other info: Engage with prestigious clients and participate in networking events across the southwest.
The predicted salary is between 36000 - 60000 £ per year.
Is career progression important to you? This diverse accounting and tax role offers a gateway to exciting opportunities across the rural economy. At PKF Francis Clark, recognised as one of the UK's Best Workplaces for Wellbeing, we support your career growth while ensuring a healthy work-life balance.
Join our agricultural and landed estates team, where you’ll work with a wide range of prestigious clients—from traditional landed estates and heritage properties to modern agri-tech enterprises and diversified rural businesses. These clients are not only stewards of the countryside but also innovators shaping the future of rural enterprise. You’ll provide expert accounting and tax compliance services, along with strategic tax planning advice, to farming families, estate owners, and rural entrepreneurs. Your work will span everything from succession planning and capital tax advice to business structuring and diversification support.
Whether you’re looking to deepen your expertise, broaden your client portfolio, or take the next step in your career, this role offers a clear path to progression—surrounded by supportive colleagues, meaningful work, and a client base that values your insight.
What you’ll be doing day to day:
- Oversee the planning, preparation and completion of annual trust accounts and tax returns.
- Review of personal tax returns and preparation of more complex returns.
- Opportunity to prepare farm and rural business accounts and tax returns for sole trades, partnerships and companies.
- Prepare IHT returns and CGT 60 day property returns.
- Oversee client bookkeeping services and preparation of forecasts and projections.
- Undertake detailed analysis of income and expenditure to support decision making, planning and control.
- Identify financial, commercial and tax planning opportunities for clients.
- Draft correspondence for clients; liaising with HMRC, by telephone and email.
- Exposure to various capital tax issues e.g. inheritance tax and capital gains tax.
- Networking at county shows and professional events.
- Sharing knowledge and catching up with other rural teams across our southwest offices.
- Have opportunities to participate in client meetings.
About you:
- AAT/ACA/ACCA qualified (or finalist), or qualified by experience, with relevant experience in a similar role.
- Good technical knowledge of trust accounts preparation and tax compliance.
- Committed, logical and accurate, with a methodical approach to work and strong attention to detail.
- Experience in using Excel is an advantage.
- Able to work independently and demonstrate initiative in delivering an excellent service to clients.
Senior / Assistant Manager (Trust Accounts) in Exeter employer: Pkf-Francis Clark Chartered Accountants & Business Advisers
Contact Detail:
Pkf-Francis Clark Chartered Accountants & Business Advisers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior / Assistant Manager (Trust Accounts) in Exeter
✨Tip Number 1
Network like a pro! Attend industry events, county shows, and local meet-ups to connect with potential employers and other professionals in the field. Don’t be shy—introduce yourself and share your passion for rural enterprise!
✨Tip Number 2
Showcase your expertise! Prepare a portfolio that highlights your experience with trust accounts and tax compliance. Bring it along to interviews or networking events to demonstrate your skills and knowledge to prospective clients and employers.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. Mention something specific from your conversation to remind them of your fit for the role.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can give you an edge. Plus, it shows you’re genuinely interested in being part of our team at PKF Francis Clark.
We think you need these skills to ace Senior / Assistant Manager (Trust Accounts) in Exeter
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Senior / Assistant Manager role. Highlight your expertise in trust accounts and tax compliance, as well as any relevant achievements that showcase your ability to support clients in the rural economy.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about working with agricultural and landed estates. Share specific examples of how you've helped clients in similar roles and how you can contribute to our team at PKF Francis Clark.
Showcase Your Technical Skills: Since this role requires strong technical knowledge, be sure to mention your qualifications (AAT/ACA/ACCA) and any experience with trust accounts preparation. If you've used Excel or other accounting software, let us know how you've leveraged these tools to enhance your work.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. This way, we can easily track your application and ensure it gets the attention it deserves. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Pkf-Francis Clark Chartered Accountants & Business Advisers
✨Know Your Numbers
Make sure you brush up on your technical knowledge of trust accounts and tax compliance. Be ready to discuss specific examples from your past experience where you've successfully managed complex tax returns or provided strategic advice. This will show that you’re not just familiar with the theory, but you can apply it in real-world scenarios.
✨Showcase Your Client Management Skills
Since this role involves liaising with clients, prepare to share examples of how you've built strong relationships in previous positions. Think about times when you’ve gone above and beyond for a client or identified opportunities that benefited them. This will highlight your commitment to excellent service.
✨Demonstrate Your Initiative
The job description mentions the need for someone who can work independently and show initiative. Prepare a few stories that illustrate how you’ve taken the lead on projects or improved processes in your previous roles. This will help convey that you’re proactive and can handle the responsibilities of the position.
✨Engage with the Rural Economy
Familiarise yourself with current trends and challenges in the rural economy, especially those affecting agricultural businesses. Being able to discuss these topics during your interview will demonstrate your genuine interest in the sector and your readiness to contribute valuable insights to the team.