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  • Job
    Full-time
    Mid Level
  • Accounting & Tax
  • Salisbury

Requirements

  • Experience in providing and delivering tax advice
  • Knowledge of trust and estate taxation and the ability to interpret trust deeds
  • Ability to review and interpret tax legislation and case law
  • Significant experience, ideally with a tax qualification
  • Understanding of compliance standards imposed by the various regulatory authorities for tax
  • Ability to manage WIP and debtors
  • Experience of managing a team, developing their technical knowledge/career progression/commercial awareness

Responsibilities

  • You’ll provide tax advice including IHT planning, and tax advice relating to UK trusts
  • Undertake CGT advice on property, shares etc.
  • Offer compliance services including self-assessment tax returns, CGT 60-day reporting and IHT returns
  • Liaise with other PKF firms throughout the world to meet client requirements
  • Maintain direct contact with clients, HMRC, solicitors, other accountancy, law and professional services firms

FAQs

What type of clients will I be working with as a Tax Manager?

As a Tax Manager in the South West's leading private client tax department, you will work with a variety of clients, providing both compliance and advisory services.

What specific tax advice will I be providing in this role?

You will provide tax advice including Inheritance Tax (IHT) planning, tax advice related to UK trusts, and Capital Gains Tax (CGT) advice on property and shares.

What are some of the compliance services I will be responsible for?

Your compliance services will include self-assessment tax returns, CGT 60-day reporting, and IHT returns.

Will I have opportunities to collaborate with other teams?

Yes, our tax practice supports colleagues across other teams, providing an added variety and breadth to your role.

What qualifications and experience are required for this position?

Significant experience in delivering tax advice is required, ideally with a tax qualification, along with knowledge of trust and estate taxation.

Will I be managing a team?

Yes, you will be responsible for managing a team, focusing on developing their technical knowledge, career progression, and commercial awareness.

What financial benefits does this position offer?

The position offers benefits such as a pension, group life assurance, group income protection, and a health cash plan to help cover everyday healthcare costs.

Are there any health and wellbeing benefits included?

Yes, you can enjoy benefits such as the option to buy extra holiday days, counselling support for you and your family, virtual GP access, and a cycle-to-work scheme.

What additional perks or benefits can I expect in this role?

Additional benefits include shopping and gym discounts through Medicash Extras, gifts for career and family milestones, a volunteering day each year, and access to an electric vehicle lease scheme.

Is there support available for professional development?

Yes, the company is committed to matching your ambitions and will help you reach your full potential as you progress in your career.

Accounting
Industry
501-1000
Employees
1919
Founded Year

Mission & Purpose

PKF Francis Clark is a firm of chartered accountants and business advisers based in the South West. Established in 1919, the firm has grown to over 900 staff and 57 partners across nine offices (Bristol, Exeter, Plymouth, Poole, Salisbury, Southampton, Taunton, Torquay and Truro). We are passionate about the client being central to everything that we do and are constantly trying to exceed their expectations. Our vision is shared ambition – we take time to understand a client’s business and will work with them to achieve their goals, making sure that we provide the right specialist advice for their individual needs. We are renowned for our range of expertise across multiple specialisms and sectors. Our clients have one point of contact but enjoy the peace of mind that should they need advice on a specific specialist area, we have the expertise in-house to be able to help quickly and efficiently. We offer a supportive and flexible culture, taking your career seriously to enable you to be the best you can be. In September 2022, PKF Francis Clark was certified as a Great Place to Work. In February 2023 we were ranked as one of the UK’s Best Workplaces for Wellbeing (40th out of 79 among large organisations). We work hard to ensure that ours is a culture where our people can be themselves, develop and be part of a forward-thinking team that makes brilliant things happen. We are a member of PKF UKI, which is ranked 11th in Accountancy Age's 2022 ranking of the UK's largest accountancy firms. Membership of the PKF Global network, covering 150 countries, allows us to better support our clients both here in the UK and around the world, especially those with international and cross border interests.