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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 hybrid working, private medical insurance, and generous holiday options.
- 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 strong leadership and client engagement skills.
- Other info: Be part of a Great Place to Work, recognised for wellbeing and development.
The predicted salary is between 48000 - 72000 £ per year.
Private Client Tax Senior Manager / Director
PKF Francis Clark Truro, United Kingdom Apply now Posted 15 hours ago Permanent Competitive
Private Client Tax Senior Manager / Director
PKF Francis Clark Truro, United Kingdom Apply now
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
* 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 Senior Manager / 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 Senior Manager / Director | Truro, UK
✨Tip Number 1
Network with professionals in the tax and accountancy sectors, especially those who have experience with trust taxation. Attend industry events or webinars to connect with potential colleagues and learn about the latest trends in private client tax services.
✨Tip Number 2
Familiarise yourself with the specific challenges and opportunities faced by high-net-worth individuals regarding trust taxation. This knowledge will help you engage in meaningful conversations during interviews and demonstrate your expertise.
✨Tip Number 3
Prepare to discuss your leadership style and how you've successfully managed teams in previous roles. Highlight specific examples of how you've inspired and developed team members to enhance their advisory skills.
✨Tip Number 4
Research PKF Francis Clark's values and culture to align your responses during interviews. Show how your personal values resonate with their commitment to professional growth and a supportive work environment.
We think you need these skills to ace Private Client Tax Senior Manager / 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.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Discuss how your skills align with the responsibilities outlined in the job description, particularly in areas like tax planning and compliance.
Showcase Relevant Qualifications: Clearly mention your qualifications such as ATT or CTA, and any additional certifications like STEP. This will help establish your credibility and expertise in the field.
Highlight Leadership Experience: Emphasise your previous leadership roles and how you have successfully developed teams. Provide examples of how you've inspired colleagues and improved client outcomes.
How to prepare for a job interview at PKF Francis Clark
✨Showcase Your Expertise in Trust Taxation
Make sure to highlight your experience and knowledge in 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 Senior Manager or Director, your ability to lead and inspire a team is crucial. Share examples of how you've developed team members and fostered a collaborative environment, as this will resonate well with the interviewers.
✨Prepare for Client Scenarios
Expect to be asked about how you would handle various client situations. Prepare by thinking through potential challenges you might face with high-net-worth individuals and how you would provide tailored solutions.
✨Align with Company Values
Research PKF Francis Clark's culture and values, especially their focus on professional growth and wellbeing. Be ready to discuss how your personal values align with theirs and how you can contribute to their supportive environment.
