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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, a leading independent chartered accountancy firm with a supportive culture.
- Benefits: Enjoy competitive benefits including private medical insurance, flexible working, and career development opportunities.
- Why this job: Make a real impact in trust taxation while advancing your career in a dynamic environment.
- Qualifications: Experience in trust taxation and strong leadership skills are essential.
- Other info: Be part of a Great Place to Work with a focus on wellbeing and professional growth.
The predicted salary is between 43200 - 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.
Responsibilities
- 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
Qualifications
- 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
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.
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
- 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
- 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
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 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
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to former colleagues or mentors. We all know that sometimes it’s not just what you know, but who you know that can help land that dream job.
✨Showcase Your Expertise
When you get the chance to meet potential employers, make sure to highlight your experience in trust taxation and complex structures. Share specific examples of how you've tackled challenges in the past. We want to see your passion and expertise shine through!
✨Prepare for Interviews
Do your homework before any interview! Research the firm, understand their values, and think about how your skills align with their needs. We recommend practising common interview questions and preparing some thoughtful questions to ask them too. It shows you’re genuinely interested!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage with us directly. Let’s make this happen together!
We think you need these skills to ace Private Client Tax Senior Manager / Director
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in trust taxation and leadership. We want to see how your skills align with the role, so don’t hold back on showcasing your expertise!
Showcase Your Achievements: When detailing your previous roles, focus on specific achievements that demonstrate your ability to lead teams and deliver exceptional client service. Numbers and examples can really make your application stand out to us.
Be Authentic: Let your personality shine through in your application. We value authenticity and want to get a sense of who you are beyond your qualifications. Share your passion for tax advisory and how you can contribute to our team culture.
Apply Through Our Website: For the best chance of success, make sure to apply directly through our website. This way, we can easily track your application and ensure it reaches the right people. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at PKF Francis Clark
✨Know Your Stuff
Make sure you brush up on trust taxation and inheritance tax planning. Familiarise yourself with the latest legislation and case studies relevant to high-net-worth individuals. This will not only show your expertise but also demonstrate your commitment to staying updated in the field.
✨Showcase Your Leadership Skills
Prepare examples of how you've successfully led teams in the past. Think about specific situations where you inspired your team or resolved conflicts. This is crucial, as the role requires strong leadership to drive excellence in service delivery.
✨Client-Centric Mindset
Be ready to discuss how you approach client relationships, especially with high-net-worth clients. Share examples of how you've tailored solutions to meet their unique needs and how you’ve handled complex issues efficiently. This will highlight your ability to provide top-tier service.
✨Engage in Business Development
Think about ways you've contributed to marketing and business development in previous roles. Be prepared to share ideas on how you could help expand the trust services at the firm. This shows that you're not just focused on compliance but also on growth and innovation.
