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- Tasks: Manage a diverse portfolio of personal tax clients and provide expert tax advice.
- Company: Join PKF Francis Clark, the largest independent chartered accountants in South West England.
- Benefits: Enjoy competitive financial perks, health benefits, and flexible working options.
- Why this job: Accelerate your career in a supportive environment with continuous learning opportunities.
- Qualifications: Previous tax compliance experience and ATT or CTA qualification required.
- Other info: Be part of a certified Great Place to Work with excellent career growth potential.
The predicted salary is between 36000 - 60000 £ per year.
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 the firm, and in particular the services of our financial planning colleagues.
- Request, collate and maintain client information.
- Correspond and deal confidently with client enquiries.
- 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. 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.
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:
- 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.
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 like a pro! Get out there and connect with people in the tax industry. Attend events, join 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
Practice your interview skills! Mock interviews can be a game changer. Grab a friend or use online resources to simulate the interview experience. Focus on articulating your tax knowledge and how you can add value to the firm.
✨Tip Number 3
Showcase your expertise! Prepare a portfolio of your work, including reports and case studies that highlight your tax advisory skills. This will not only impress potential employers but also give you confidence during interviews.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you. Tailor your application to reflect your passion for tax and how you align with our values. Let’s get you on board and kickstart your career!
We think you need these skills to ace Private Client Tax Manager
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Private Client Tax Manager role. Highlight your relevant experience in tax compliance and advisory, especially with high-net-worth individuals and trusts. We want to see how your skills align with what we do!
Showcase Your Expertise: Don’t hold back on showcasing your technical knowledge! Mention your ATT or CTA qualifications and any up-to-date training you've completed. We love seeing candidates who are committed to continuous learning, just like us.
Be Personable: Remember, we’re looking for someone who can build rapport with clients. Use your application to demonstrate your communication skills and client care approach. A friendly tone can go a long way in making your application stand out!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows you’re keen on joining our team at PKF Francis Clark!
How to prepare for a job interview at PKF Francis Clark
✨Know Your Tax Stuff
Brush up on your tax compliance and advisory knowledge, especially around IHT planning, residence, and domicile. Be ready to discuss specific cases or scenarios you've handled, as this will show your expertise and confidence in navigating complex tax matters.
✨Client-Centric Approach
Prepare to demonstrate how you build rapport with clients. Think of examples where you've successfully met client needs or resolved issues. This role is all about providing top-tier service, so showcasing your client care skills will be crucial.
✨Showcase Your Team Spirit
Since you'll be reviewing the work of junior staff, think about how you can contribute to their development. Share experiences where you've mentored others or collaborated effectively within a team. This will highlight your leadership potential and commitment to a collaborative environment.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, growth opportunities, and how they support professional development. This shows your genuine interest in the role and helps you assess if the firm aligns with your career goals.