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- Tasks: Lead a team in delivering top-notch 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, extra holiday options, and discounts on shopping and gym memberships.
- Why this job: Make a meaningful impact while advancing your career in a supportive and innovative environment.
- Qualifications: Must be ATT or CTA qualified with experience in trust taxation and strong leadership skills.
- Other info: Be part of a globally connected firm with a culture that values diversity and personal growth.
The predicted salary is between 60000 - 84000 £ per year.
In a nutshell
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 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.
For the past three years, PKF Francis Clark has been certified as a Great Place to Work and ranked among the UK’s Best Workplaces. In 2025, we climbed four places to 20 out of 100 large organisations on this prestigious list.
We’re also in the UK’s top 10 Best Workplaces for Women (6 out of 100 large organisations), as well as being ranked among the Best Workplaces for Wellbeing (35 out of 100), Best Workplaces for Development (24 out of 100) and Best Workplaces in Consulting and Professional Services.
All these lists are compiled by workplace culture experts Great Place to Work. Our rankings are a direct result of feedback from our people in a confidential, independent annual survey.
The success rates of our trainees mean we’re also ranked 33rd in The Sunday Times Top 100 Apprenticeship Employers 2025.
While we’re proudly independent, we collaborate with colleagues around the world to enable our clients to succeed. 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 this international network provides opportunities to connect with like-minded accountants and business advisers in 150 countries.
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:
- 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 that some 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 Senior Manager / Director 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 Senior Manager / Director
✨Tip Number 1
Network with professionals in the private client tax sector. Attend industry events, webinars, or local meetups to connect with potential colleagues and clients. Building relationships can often lead to job opportunities that aren't advertised.
✨Tip Number 2
Stay updated on the latest developments in trust taxation and inheritance tax planning. Subscribe to relevant newsletters or follow thought leaders on social media to ensure you’re knowledgeable about current trends and regulations, which can impress during interviews.
✨Tip Number 3
Consider reaching out directly to current employees at PKF Francis Clark via LinkedIn. Ask them about their experiences and any insights they might have about the company culture and the role, which can help you tailor your approach when applying.
✨Tip Number 4
Prepare for the interview by practising common questions related to leadership and client management in tax advisory roles. Think of specific examples from your past experience that demonstrate your ability to lead a team and handle complex client situations effectively.
We think you need these skills to ace Private Client Tax Senior Manager / Director
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 experience in advising on complex trust structures and your approach to problem-solving.
Showcase Your Leadership Skills: Provide examples of how you have successfully led teams in previous roles. Highlight any initiatives you took to develop team members or improve service delivery, as this is crucial for the Senior Manager/Director position.
Demonstrate Your Client Engagement: Include instances where you effectively engaged with clients, particularly those with significant wealth. Describe how you assessed their needs and provided tailored tax planning solutions, showcasing your ability to build strong client relationships.
How to prepare for a job interview at PKF Francis Clark
✨Showcase Your Technical Knowledge
Make sure to brush up on your technical knowledge regarding trust taxation, inheritance tax planning, and succession strategies. Be prepared to discuss recent changes in legislation and how they impact high-net-worth clients.
✨Demonstrate Leadership Skills
As a Senior Manager or Director, you'll need to lead a team effectively. Share examples of how you've inspired and developed your team in previous roles, focusing on your ability to resolve client issues and meet deadlines.
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter in this role. Prepare to discuss how you would approach advising clients on complex trust structures and ensuring compliance with ethical standards.
✨Highlight Your Business Development Experience
Since the role involves marketing and business development, be ready to talk about your experience in these areas. Discuss any successful strategies you've implemented to grow a client portfolio or expand services.
