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Job description

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Private Client Tax Manager (0532)

  • Location:
    Poole
  • Working Hours:
    Full Time
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We are looking for a Private Client Tax Manager to provide a high quality private client tax service to high net worth individuals and to assist in the review of personal tax returns.  

About you:

  • Previous experience in a tax compliance and advisory role
  • ACA/CTA qualified
  • Excellent up to date technical knowledge
  • 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
  • Proficient in MS Office 2007 (ie Excel, Word, Outlook)
  • Be fully aware and conversant with compliance standards
  • Exposure to providing a tax advisory service an advantage
  • Knowledge of Digita advantageous.

What you’ll be doing:

  • Be responsible for a portfolio of tax cases, including HNWIs, non-resident and non-domiciled individuals
  • Supervise inputting of information where this is done by other members of staff
  • Prepare complex returns and review returns prepared by other members of the personal tax team, generally the more complex returns
  • Take the lead on advisory projects, including preparing and reviewing reports
  • Collate and maintain client information
  • Continue and build on current client relationships
  • Correspond and deal with client enquires in relation to their tax issues and liabilities, ensuring any unresolved issues are referred to the appropriate Partner; including the initial handling/ identification of both tax planning and tax investigation issues
  • Maintain direct contact with clients and HMRC, in the delivery of an excellent client service
  • Ensure adherence to all compliance processes and ensure, as much as possible, that there are no log jams
  • Network with contacts, introducers and work providers
  • Attend relevant business development activities and events
  • Participate in specific “lunch and learn” activities
  • Write and deliver presentations on relevant topics ie property tax updates
  • Other ad-hoc tax projects, as required.

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 Keith.Lackie@pkf-francisclark.co.uk.

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.


 
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Location
Poole
Towngate House,, 2-8 Parkstone Road,, Poole, Dorset, United Kingdom, BH15 2PW
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