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Private Client Tax Senior

Posted 26 Sep 2022
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Work experience
2 to 6 years
Full-time / part-time
Full-time
Job function
Degree level
Required language
English (Fluent)

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In a nutshell:

Direct client contact and a diverse portfolio of trusts, estates, HNWI’s and offshore clients will form a large part of your role, enabling you to become a well-rounded tax advisor. Our private client tax team are ahead of the curve in “making tax digital” and is excited to be growing their team in Poole.

About you:

  • Passionate about working in private client tax
  • Knowledgeable in inheritance tax, trusts, capital gains tax, and residence and domicile tax matters
  • Adept in UK tax implications of offshore trusts/UK resident beneficiaries, as well as non-resident CGT reporting and IHT consultancy advice
  • Commercially astute, with keen analytical and problem-solving mind
  • A natural ability to build rapport quickly with clients and other employees across the firm

Day to day responsibilities:

  • Work on interesting advisory projects, including preparing and reviewing reports
  • Network with new clients and strengthen existing relationships
  • Manage and support a hardworking, committed, and fun team of junior tax employees
  • Enjoy business development activities and events

Why work at PKF Francis Clark?

We’re the largest firm of independent chartered accountants and business advisors in South West England. We have eight offices in Bristol, Exeter, Plymouth, Poole, Salisbury, Taunton, Torquay and Truro.

The firm, which celebrated its centenary in 2019, has 54 partners and over 800 members of staff, with annual revenue of over £50 million. Our continuing growth offers you the opportunity to expand and develop your career in a direction that interests you.

We offer a supportive and flexible culture, taking your career seriously to enable you to be the best you can be.

PKF Francis Clark is a member of the PKF International family of legally independent firms, which together are ranked as the 11th largest provider of accountancy services in the UK by Accountancy Age.

Your benefits:

  • 25 days annual leave with the option to ‘buy back’ a further 5 days
  • Employer pension scheme
  • Travel to work loans
  • Cycle to work scheme
  • Client and employee referral bonuses
  • Give as you earn
  • Employee assistance programme
  • Virtual GP
  • Second opinion medical service
  • Bereavement counselling and probate helpline
  • Your professional institute fees paid by the firm
  • Discounted shopping portal
  • Francis Clark Charitable Foundation in support of current and former employees

Why work at PKF Francis Clark?

We’re the largest firm of independent chartered accountants and business advisors in South West England. We have eight offices in Bristol, Exeter, Plymouth, Poole, Salisbury, Taunton, Torquay and Truro.

The firm, which celebrated its centenary in 2019, has 54 partners and over 800 members of staff, with annual revenue of over £50 million. Our continuing growth offers you the opportunity to expand and develop your career in a direction that interests you.

We offer a supportive and flexible culture, taking your career seriously to enable you to be the best you can be.

PKF Francis Clark is a member of the PKF International family of legally independent firms, which together are ranked as the 11th largest provider of accountancy services in the UK by Accountancy Age.

Your core benefits will include:

Financial benefits

Pension, group life assurance, group income protection

Health & Wellbeing benefits

Employee Assistance Programme with counselling and support for you and your immediate family, option to buy 5 extra days holiday, virtual GP for you and your immediate family and cycle to work.

Other benefits

Perks at work shopping platform, bonuses for career and family milestones, volunteering days, emergency support from the Francis Clark Charitable Foundation for current and ex - employees

We are an award-winning accountancy firm with local knowledge and global reach.
Founded nearly 100 years ago, PKF Francis Clark is an independent firm, currently ranked 19th in the Accountancy Age top 50 firms.
We have 58 partners and over 600 staff based in eight offices across Cornwall, Devon, Dorset, Hampshire, Somerset and Wiltshire.
Whether it's family business, private client, corporate business, professional practices or not for profit, we have some of the leading specialists in the South and South West of England.

Accounting
Exeter
700 employees