Job description


Personal Tax/Trusts Senior (0653)

  • Location:
  • Working Hours:
    Full Time

To assist in the provision of a timely and first class tax advisory and trust clients as well as compliance service to a broad range of clients within our Private Client team including high net worth individuals, non-doms, and non-residents.

Although this role is based in Exeter, we are happy to discuss flexible working and remote working.

About you: 

  • Previous experience in a tax compliance role at a Senior level
  • Previous experience in providing tax advice and drafting reports
  • ATT qualified (or equivalent)
  • Up to date technical knowledge
  • Understanding of compliance standards imposed by the various regulatory authorities for tax
  • Commercially astute, with keen analytical and problem-solving mind
  • Organised and able to plan time efficiently in order to meet deadlines – particularly during the January tax return season
  • Ability to work independently and as part of a team
  • Strong interpersonal skills and ability to build rapport quickly with clients
  • Professional and discreet in demonstrating client care
  • Ability to process fee notes, manage WIP and recover time costs
  • Exposure to providing a tax advisory service an advantage
  • Proficient in Microsoft Office
  • Digita

What you’ll be doing:

  • Managing a portfolio of trust cases, as well as high net worth individuals, non-doms and non-residents
  • Drafting reports and letters providing tax advice including IHT planning, residence and domicile, UK and offshore trusts etc
  • Undertaking CGT advice on property, shares etc and preparing CGT 30-day reporting for UK residential property
  • Compliance services including preparing self-assessment tax returns and computations
  • Trust and IHT compliance services
  • Requesting, collating and maintaining client information
  • Maintaining good client relationships including by telephone and face to face meetings
  • Correspond and deal confidently with client enquires in relation to their personal tax issues and liabilities, ensuring any unresolved issues are referred to the department manager/engagement Partner; including the initial handling/ identification of both tax planning and tax investigation issues
  • Maintain direct contact with clients, HMRC, solicitors, other accountancy, law and professional services firms, in the delivery of an excellent client service

Why us:

PKF Francis Clark is the place for your career. Our growth offers you the opportunity to expand and develop your career in a direction that interests you. We offer a supportive and flexible working environment, taking your career seriously to enable you to be the best you can be.

What next:

Please click ‘Apply Now’. If you don’t have an up-to-date CV or would prefer to chat to someone before applying, get in touch with Keith Lackie on

Everyone will receive a response.

PKF Francis Clark doesn’t discriminate. We’re interested in your skills, your experience, your potential, and nothing else.

We are not accepting agency introductions unless prior approval has been given in writing.

Close map
Centenary House,, Peninsula Park, Rydon Lane,, Exeter, UK, EX2 7XE