At a Glance
- Tasks: Manage a diverse portfolio of trusts and estates, providing tax compliance and advisory services.
- Company: Join PKF Francis Clark, the largest independent chartered accountants in South West England.
- Benefits: Enjoy competitive pay, health plans, flexible working, and a focus on wellbeing.
- Other info: Be part of a top-rated workplace with excellent growth opportunities and a commitment to social responsibility.
- Why this job: Make a real impact while developing your career in a supportive and innovative environment.
- Qualifications: Qualified in ATT, CTA, ACA or ACCA with experience in trust accounts and private client tax.
The predicted salary is between 49500 - 60500 £ per year.
In a nutshell
Are you an experienced trust and estates professional looking to develop your career in a varied compliance and advisory role?
We're looking for an Assistant Manager or Manager to join our Private Client Tax team, supporting a portfolio of trusts, estates and high-net-worth clients.
This is an opportunity to take ownership of a diverse portfolio, providing trust accounting, tax compliance and advisory services while building strong relationships with trustees, beneficiaries and professional advisers.
You'll work on a broad range of matters, from trust accounts and tax returns through to inheritance tax planning, estate administration support and succession planning projects.
Alongside managing your own client portfolio, you'll support the development of junior team members and contribute to the continued success and growth of the team.
- What you'll be doing day to day
- Managing a portfolio of trust and estate clients, acting as a key point of contact for trustees, beneficiaries and professional advisers
- Reviewing and overseeing the preparation of annual trust accounts and trust tax returns
- Reviewing personal tax returns and supporting more complex compliance matters
- Preparing and reviewing inheritance tax returns, capital gains tax computations and 60-day property reporting obligations
- Meeting with clients to understand their needs and provide practical tax and trust-related advice
- Drafting reports, technical advice and correspondence for clients and intermediaries
- Identifying tax planning opportunities relating to trusts, estates and succession planning
- Liaising confidently with HMRC, solicitors, financial advisers and other professional contacts
- Reviewing the work of junior team members and supporting their development
- Managing workflow and ensuring client deadlines are met
- Maintaining a high standard of client service and building long-term relationships
About you
- ATT, CTA, ACA or ACCA qualified (or equivalent) with relevant experience in trust accounts and private client tax
- Strong technical knowledge of trust accounts preparation and trust taxation
- Experience managing client relationships and delivering work to a high standard
- Familiar with inheritance tax, capital gains tax and related trust and estate matters
- Comfortable reviewing the work of others and supporting the development of junior colleagues
- Organised and able to prioritise workloads effectively to meet deadlines
- Professional and discreet, with the ability to build rapport quickly with clients and professional contacts
- 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 wide range of opportunities to develop your career in the way that's right for you.
Established in 1919, we've grown to nearly 1,000 people across offices in Bristol, Exeter, Plymouth, Poole, Salisbury, Southampton, Taunton, Torquay and Truro.
Our size means we can offer ambitious work with exciting clients and a friendly, supportive culture.
We want you to belong, be yourself and do your best work as part of a forward-thinking team, with a flexible approach to hybrid working and a strong focus on wellbeing, learning and development.
For the past four years, PKF Francis Clark has been certified as a Great Place to Work and ranked among the UK's Best Workplaces, rising to 6th out of 100 large organisations.
We're a top 10 Best Workplace for Women, as well as being ranked for Wellbeing, Development, and Consulting and Professional Services.
These rankings are compiled by Great Place to Work, based on confidential, independent feedback from our people.
In addition, we're one of The Sunday Times Top 100 Apprenticeship Employers.
Being a Certified B Corp means we're held to high standards for environmental and social performance.
We're independently assessed to ensure we support our people, act responsibly and make long-term decisions that balance people and planet.
We're proudly independent, while collaborating internationally through the PKF Global family of firms.
Together we're the 13th largest provider of accountancy services in the UK, with connections to like-minded advisers in 150 countries.
- Your core benefits
- Financial wellbeing
- Group personal pension to help you build your future savings through employer and employee contributions
- Group life assurance providing cover up to four times your basic annual salary
- Group income protection available after six months' service
- Health cash plan giving money back on everyday health costs, with free cover for up to four dependent children (up to age 24 in full-time education) and the option to add a partner or spouse
- Mental wellbeing
- Counselling and emotional support for you and your immediate family
- Virtual GP and second opinion services for you and your immediate family
- Access to trained Mental Health First Aiders for confidential, peer to peer support
- Physical wellbeing
- Cycle to work scheme, with the option to purchase a bike and accessories up to £4,000*
- Discounted membership at gyms, pools and studios across the UK
- Digital health and wellbeing tools available through the employee health cash plan
- Support for colleagues experiencing menopause, as part of our Menopause Workplace Pledge, including webinars and a dedicated Microsoft Teams channel for ongoing support
- Additional benefits
- Family friendly benefits, including enhanced pay, family leave coaching sessions and a parent network
- The option to buy up to five extra days of holiday (pro rata for part-time colleagues) *
- One paid volunteering day each year to support local organisations
- Electric vehicle lease scheme (grade and pay criteria apply) *
- Gifts to mark key career and family milestones
- Expert led webinars on mental, physical and financial wellbeing
- Francis Clark Charitable Foundation, offering support for current and former employees experiencing financial hardship
- These benefits are provided via a salary exchange and are subject to employee's post exchange hourly rate remaining above the national minimum wage
- Additional information
- Job title used internally may not align exactly with the title displayed in this advert
- #J-18808-Ljbffr
Private Client Tax Assistant Manager/Manager in Salisbury employer: PKF Francis Clark
PKF Francis Clark is an exceptional employer, renowned for its supportive and inclusive work culture that prioritises employee wellbeing and development. With a strong commitment to professional growth, the firm offers a diverse range of opportunities within a collaborative environment, making it an ideal place for those looking to advance their careers in private client tax while enjoying a flexible approach to work-life balance. As a certified Great Place to Work, PKF Francis Clark not only values its employees but also actively contributes to social and environmental responsibility as a Certified B Corp.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Assistant Manager/Manager in Salisbury
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as PKF Francis Clark, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Private Client Tax Assistant Manager/Manager in Salisbury
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch PKF Francis Clark's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at PKF Francis Clark. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at PKF Francis Clark!
How to prepare for a job interview at PKF Francis Clark
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for PKF Francis Clark.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within PKF Francis Clark. It helps to show our commitment!
