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For Companies At a Glance
- Tasks: Manage a diverse portfolio of personal tax clients, including trusts and high-net-worth individuals.
- Company: Join PKF Francis Clark, the largest independent chartered accountants in South West England.
- Benefits: Enjoy flexible working, health plans, extra holiday options, and discounts on shopping and gym memberships.
- Why this job: Accelerate your career in a supportive environment with continuous learning and a focus on personal growth.
- Qualifications: Previous tax compliance experience and ATT or CTA qualification required.
- Other info: Be part of a globally connected firm ranked among the UK's Best Workplaces.
The predicted salary is between 36000 - 60000 £ per year.
In a nutshell
Are you a tax professional eager to accelerate your career within a firm that prioritises your growth and development?
By joining our dynamic tax team, you will have the opportunity to deliver exceptional tax compliance and advisory services to a diverse portfolio of personal tax clients. This includes working with trusts and high-net-worth (HNW) individuals. You will play a crucial role in ensuring our clients receive top-tier service, leveraging your expertise to navigate complex tax matters and provide insightful advice.
We are committed to supporting your professional journey, offering continuous learning opportunities and a collaborative environment where your skills and career can flourish.
What you\’ll be doing day to day
- Look after a portfolio of cases, including some trusts as well as high net worth individuals
- Drafting reports and letters providing tax advice including IHT planning, residence and domicile
- Meeting with clients to ascertain and advise on their tax planning needs
- Undertake CGT advice on property, shares etc for both UK resident and non-UK resident individuals
- Reviewing the work of more junior staff and contributing to their professional learning and development
- Providing and managing compliance services including preparing and reviewing self-assessment tax returns and computations
- Actively seeking opportunities to promote other departments within in the firm, and in particular the services of our financial planning colleagues
- Request, collate and maintain client information
- Correspond and deal confidently with client enquires
- Maintain direct contact with clients, HMRC, solicitors, other accountancy, law and professional services firms, in the delivery of an excellent client service
About you
- Previous experience in a tax compliance and advisory role and drafting reports
- ATT or CTA qualified (or equivalent) with up-to-date technical knowledge
- Understanding of compliance standards imposed by the various regulatory authorities for tax
- Organised and able to plan time efficiently in order to meet deadlines
- Professional and discreet in demonstrating client care, with the ability to build rapport quickly with clients
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. But don’t just take our word for it.
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
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.
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Private Client Tax Manager 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 Manager
✨Tip Number 1
Network with professionals in the tax field, especially those who work with high-net-worth individuals and trusts. Attend industry events or webinars to connect with potential colleagues and learn about the latest trends in tax compliance and advisory services.
✨Tip Number 2
Familiarise yourself with the specific tax regulations and compliance standards relevant to the UK, particularly those affecting HNW clients. This knowledge will not only boost your confidence but also demonstrate your commitment to staying updated in your field.
✨Tip Number 3
Prepare to discuss your experience in managing client relationships and providing tailored tax advice. Think of specific examples where you've successfully navigated complex tax matters, as this will showcase your expertise during interviews.
✨Tip Number 4
Research PKF Francis Clark's culture and values, and be ready to articulate how your personal values align with theirs. Highlight your enthusiasm for continuous learning and professional development, as this is a key aspect of their work environment.
We think you need these skills to ace Private Client Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in tax compliance and advisory roles. Emphasise your qualifications, such as ATT or CTA, and any specific achievements that demonstrate your expertise in handling high-net-worth clients and trusts.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for tax advisory services. Mention your understanding of compliance standards and how your skills align with the firm's commitment to exceptional client service. Personalise it by referencing PKF Francis Clark's values and culture.
Showcase Your Technical Knowledge: In your application, include examples of your up-to-date technical knowledge in tax matters. Discuss specific cases where you provided insightful advice on IHT planning, CGT, or other relevant areas, demonstrating your ability to navigate complex tax issues.
Highlight Client Relationship Skills: Since the role involves direct client interaction, emphasise your ability to build rapport and maintain professional relationships. Provide examples of how you've successfully managed client enquiries and delivered excellent service in previous roles.
How to prepare for a job interview at PKF Francis Clark
✨Showcase Your Tax Knowledge
Make sure to brush up on the latest tax regulations and compliance standards. Be prepared to discuss specific cases or scenarios where you've successfully navigated complex tax matters, especially those involving high-net-worth individuals and trusts.
✨Demonstrate Client Care Skills
Since the role involves direct client interaction, highlight your ability to build rapport quickly. Share examples of how you've effectively managed client relationships and addressed their tax planning needs in previous roles.
✨Prepare for Technical Questions
Expect questions that test your technical knowledge, such as IHT planning, CGT advice, and self-assessment tax returns. Practise explaining these concepts clearly and concisely, as you may need to demonstrate your understanding during the interview.
✨Emphasise Team Collaboration
The firm values a collaborative environment, so be ready to discuss your experience working in teams. Share instances where you've contributed to the professional development of junior staff or collaborated with other departments to enhance client service.