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- Tasks: Manage diverse Private Client tax cases and deliver high-quality advisory work.
- Company: Join PKF Francis Clark, a leading independent chartered accountancy firm in the South West.
- Benefits: Enjoy competitive financial perks, health plans, and flexible hybrid working options.
- Why this job: Deepen your expertise while making a real impact on clients' financial success.
- Qualifications: ATT/CTA qualified or studying towards CTA with relevant Private Client tax experience.
- Other info: Be part of a supportive team recognised as a Great Place to Work.
The predicted salary is between 36000 - 60000 ÂŁ per year.
If you’re looking to take the next step in your Private Client tax career, this role offers the scope, complexity, and client exposure to help you do exactly that. You’ll work with an impressive and diverse portfolio, including high‑net‑worth individuals, partnerships, non‑residents, and family‑owned businesses, while delivering high‑quality compliance and advisory work that genuinely makes an impact. This is a chance to deepen your technical expertise, build trusted client relationships, and play a key role in developing others as part of a collaborative and growing Exeter team.
What you’ll be doing day to day:
- Manage a diverse portfolio of Private Client cases, including high‑net‑worth individuals, partnerships, non‑residents, and family‑owned businesses.
- Deliver high‑quality Private Client tax advice and support on advisory assignments.
- Prepare complex tax returns and review work completed by junior team members.
- Build trusted relationships with clients, acting as a key point of contact and liaising directly with HMRC.
- Collaborate with Partners, Directors, and Managers on new client work and specialist projects.
- Mentor and support less experienced team members, helping develop their technical and professional skills.
About you:
- ATT/CTA qualified or currently studying towards CTA with relevant experience.
- Strong background in Private Client tax compliance, with exposure to advisory work.
- Confident using tax software and computer‑based tax compilation tools, plus solid MS Excel, Word, and Outlook skills.
- Clear and effective communicator, able to build strong relationships with clients and colleagues.
- Proactive, organised, and comfortable managing your own workload and deadlines.
- Enjoys problem‑solving and supporting the development of others.
- Commercially aware, with an interest in contributing to the wider success of the team.
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.
Your core benefits include:
- 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.
Assistant Manager - Private Client Tax in Exeter employer: PKF Francis Clark
Contact Detail:
PKF Francis Clark Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Manager - Private Client Tax in Exeter
✨Tip Number 1
Network like a pro! Get out there and connect with people in the Private Client tax field. Attend industry events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your skills! When you get the chance to meet potential employers, whether at a networking event or an interview, be ready to discuss your experience with high-net-worth individuals and complex tax returns. Bring examples of your work to demonstrate your expertise.
✨Tip Number 3
Practice makes perfect! Before any interviews, do some mock interviews with friends or mentors. Focus on common questions related to Private Client tax and your approach to client relationships. This will help you feel more confident and articulate during the real deal.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly through us shows your genuine interest in being part of the StudySmarter family. Plus, it’s super easy and straightforward!
We think you need these skills to ace Assistant Manager - Private Client Tax in Exeter
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Assistant Manager - Private Client Tax role. Highlight your relevant experience in Private Client tax compliance and advisory work, and don’t forget to showcase your qualifications like ATT/CTA.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how your skills align with what we’re looking for. Be genuine and let your personality come through.
Showcase Your Communication Skills: Since building strong relationships is key in this role, make sure to demonstrate your communication skills in your application. Use clear and concise language, and don’t hesitate to share examples of how you’ve successfully interacted with clients or colleagues.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details you need about the role and our company culture there!
How to prepare for a job interview at PKF Francis Clark
✨Know Your Tax Stuff
Make sure you brush up on your Private Client tax knowledge, especially around compliance and advisory work. Be ready to discuss specific cases or scenarios you've handled, as this will show your technical expertise and confidence in the field.
✨Build Rapport with Your Interviewers
Since this role involves building trusted relationships with clients, practice your communication skills. Engage with your interviewers by asking insightful questions about their experiences and the firm’s culture. This will demonstrate your interest in collaboration and client relations.
✨Showcase Your Problem-Solving Skills
Prepare examples of how you've tackled complex tax issues or mentored junior team members. Highlighting your proactive approach and ability to manage your workload will resonate well, especially since the role requires supporting others and handling diverse portfolios.
✨Familiarise Yourself with Their Values
Research PKF Francis Clark's culture and values, particularly their focus on wellbeing and development. Be ready to discuss how you align with these values and how you can contribute to their success, which will show that you're not just looking for a job, but a place where you can grow.
