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- Tasks: Lead a team in delivering 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 generous holiday options.
- Why this job: Make a meaningful impact while advancing your career in a supportive, award-winning environment.
- Qualifications: Must be ATT or CTA qualified with experience in trust taxation and team leadership.
- Other info: Be part of a global network and enjoy opportunities for personal and professional growth.
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 | Truro, 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 | Truro, UK
✨Tip Number 1
Network with professionals in the tax and trust sectors. Attend industry events or webinars where you can meet potential colleagues or clients. Building relationships can give you insights into the firm’s culture and values, which is crucial for a leadership role.
✨Tip Number 2
Stay updated on the latest developments in trust taxation and inheritance tax planning. Subscribe to relevant journals or follow thought leaders on social media. This knowledge will not only help you in interviews but also demonstrate your commitment to the field.
✨Tip Number 3
Prepare to discuss your leadership style and how you’ve successfully managed teams in the past. Think of specific examples where you inspired your team or improved client service. This will show that you’re ready to take on a director-level position.
✨Tip Number 4
Research PKF Francis Clark thoroughly. Understand their values, recent achievements, and the services they offer. Tailoring your conversation to align with their mission during interviews can set you apart from other candidates.
We think you need these skills to ace Private Client Tax Director | Truro, 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 teams and deliver exceptional client service, particularly for high-net-worth individuals.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Discuss how your qualifications, such as ATT or CTA, align with the job requirements. Mention your creative problem-solving skills and your motivation to lead a team effectively.
Showcase Relevant Experience: When detailing your work history, focus on your previous roles related to tax compliance and advisory services. Highlight any specific achievements in managing complex trust structures or inheritance tax planning that would be relevant to the position.
Demonstrate Cultural Fit: Research PKF Francis Clark's values and culture. In your application, mention how you resonate with their commitment to professional growth and teamwork. This will show that you are not only qualified but also a good fit for their supportive environment.
How to prepare for a job interview at PKF Francis Clark
✨Showcase Your Expertise in Trust Taxation
Make sure to highlight your experience with 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 potential leader in the Trust Tax team, it's crucial to convey your ability to inspire and develop a team. Share examples of how you've led teams in the past and the positive outcomes that resulted from your leadership.
✨Prepare for Client Scenarios
Expect to be asked about how you would handle various client scenarios. Prepare by thinking through potential challenges you might face with high-net-worth individuals and how you would provide tailored solutions.
✨Emphasise Your Problem-Solving Skills
The role requires a creative approach to problem-solving. Be ready to discuss instances where you've tackled complex issues effectively, showcasing your analytical skills and innovative thinking.
