Magnet.me  -  Het slimme netwerk waarop hbo‑ en wo‑studenten hun baan of stage vinden.

Het slimme netwerk waarop hbo‑ en wo‑studenten hun baan of stage vinden.

Deze vacature is verlopen. Je kunt daarom niet meer liken of solliciteren.

Tax Senior Manager - Private Client

Geplaatst 24 mrt. 2024
Werkervaring
2 tot 4 jaar
Full-time / part-time
Full-time
Functie
Soort opleiding
Taalvereiste
Engels (Vloeiend)

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With new exciting business growth, comes new exciting opportunities!

We’re looking for an ambitious tax aficionado to help support and drive the growth in our private client service in Exeter.

Working in a close-knit team with a diverse portfolio of clients, you’ll gain a broad exposure and experience and will help to maintain and grow client relationships.

What you’ll be doing:

  • Take the lead on advisory projects, including preparing and reviewing reports
  • Develop new client relationships and maintain existing client relationships
  • Network with contacts, introducers and work providers
  • Attend relevant business development activities and events
  • Be responsible for a manager portfolio of tax cases, including HNWIs, non-resident
  • Correspond and deal with client enquiries in relation to their tax issues and liabilities, ensuring any unresolved issues are referred to the appropriate Partner/Director including the handling / identification of tax planning opportunities
  • Ensure adherence to all compliance processes
  • Review complex tax returns prepared by other members of the private client team

About you:

  • Previous experience in a private client tax advisory role
  • Have a good knowledge of inheritance tax, trusts, capital gains tax, and residence and domicile tax matters
  • An understanding/interest in advising clients in relation UK tax implications of offshore trusts and their UK resident beneficiaries, as well as non-resident CGT reporting and IHT consultancy advice
  • Some stamp duty land tax knowledge would be advantageous but not essential
  • Preferably CTA/STEP qualified
  • Excellent up to date technical knowledge
  • Commercially astute, with keen analytical and problem-solving mind
  • Ability to work independently and as part of a team
  • Strong interpersonal skills and ability to build rapport quickly with clients

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.

Accountancy
Exeter
700 medewerkers