In a nutshell
Are you a tax professional looking to accelerate your career in a firm that supports your development? Joining our Trust tax team, you’ll help to provide a first-class tax compliance and advisory service to our personal tax clients, including trusts and HNW clients. What you'll be doing day to day
Look after a portfolio of trust cases, as well as high net worth individuals Drafting reports and letters providing tax advice including IHT, CGT and income planning Liaising with Trustees, Beneficiaries and other intermediaries to provide a first-class service to our clients Meeting with clients to ascertain and advise on their tax planning needs Providing and managing compliance services including preparing self-assessment tax returns, computations and associated forms. Reviewing the work of more junior staff and contributing to their professional learning and development Maintain and update the Trust Register and HMRC’s Trust Registration Service Identify and implement tax planning opportunities for our clients such as the use of Trusts in Estate planning Actively seeking opportunities to promote other departments within the firm, and in particular the services of our financial planning colleagues Request, collate and maintain client information Correspond and deal confidently with client enquiries Maintain direct contact with clients, HMRC, solicitors, other accountancy, law and professional services firms Ensuring your technical knowledge remains up to date by making full use of our excellent training facilities About you
Previous experience in a similar role ATT or CTA qualified (or equivalent) with up-to-date technical knowledge Understanding of compliance standards imposed by the various regulatory authorities for tax Organised and able to plan time efficiently in order to meet deadlines – particularly during the January tax return season Professional and discreet in demonstrating client care, with the ability to build rapport quickly with clients The ability to prepare trust accounts is desirable Why work at PKF Francis Clark
As the largest firm of independent chartered accountants and business advisors in South West England, joining PKF Francis Clark brings opportunities to develop your career in a direction that interests you. Having celebrated our centenary in 2019, we’re a team of nearly 1,000 people, based across our offices in Bristol, Exeter, Plymouth, Poole, Salisbury, Southampton, Taunton, Torquay and Truro. Our culture is flexible and supportive, enabling you to be the best you can be. We work hard to ensure you can be yourself, develop and be part of a forward-thinking team that makes brilliant things happen. Your core benefits
Financial benefits: Pension Group life assurance - up to four times your core salary Group income protection Health cash plan to help cover the costs of everyday healthcare Health & Wellbeing benefits: Option to buy 5 extra days holiday* Counselling and support for you and your immediate family Virtual GP for you and your immediate family Cycle to work* Other benefits: Medicash Extras providing you with shopping and gym discounts Gifts for career and family milestones One volunteering day per year to support local organisations Emergency funding from the Francis Clark Charitable Foundation
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Are you a tax professional looking to accelerate your career in a firm that supports your development? Joining our Trust tax team, you’ll help to provide a first-class tax compliance and advisory service to our personal tax clients, including trusts and HNW clients. What you'll be doing day to day
Look after a portfolio of trust cases, as well as high net worth individuals Drafting reports and letters providing tax advice including IHT, CGT and income planning Liaising with Trustees, Beneficiaries and other intermediaries to provide a first-class service to our clients Meeting with clients to ascertain and advise on their tax planning needs Providing and managing compliance services including preparing self-assessment tax returns, computations and associated forms. Reviewing the work of more junior staff and contributing to their professional learning and development Maintain and update the Trust Register and HMRC’s Trust Registration Service Identify and implement tax planning opportunities for our clients such as the use of Trusts in Estate planning Actively seeking opportunities to promote other departments within the firm, and in particular the services of our financial planning colleagues Request, collate and maintain client information Correspond and deal confidently with client enquiries Maintain direct contact with clients, HMRC, solicitors, other accountancy, law and professional services firms Ensuring your technical knowledge remains up to date by making full use of our excellent training facilities About you
Previous experience in a similar role ATT or CTA qualified (or equivalent) with up-to-date technical knowledge Understanding of compliance standards imposed by the various regulatory authorities for tax Organised and able to plan time efficiently in order to meet deadlines – particularly during the January tax return season Professional and discreet in demonstrating client care, with the ability to build rapport quickly with clients The ability to prepare trust accounts is desirable Why work at PKF Francis Clark
As the largest firm of independent chartered accountants and business advisors in South West England, joining PKF Francis Clark brings opportunities to develop your career in a direction that interests you. Having celebrated our centenary in 2019, we’re a team of nearly 1,000 people, based across our offices in Bristol, Exeter, Plymouth, Poole, Salisbury, Southampton, Taunton, Torquay and Truro. Our culture is flexible and supportive, enabling you to be the best you can be. We work hard to ensure you can be yourself, develop and be part of a forward-thinking team that makes brilliant things happen. Your core benefits
Financial benefits: Pension Group life assurance - up to four times your core salary Group income protection Health cash plan to help cover the costs of everyday healthcare Health & Wellbeing benefits: Option to buy 5 extra days holiday* Counselling and support for you and your immediate family Virtual GP for you and your immediate family Cycle to work* Other benefits: Medicash Extras providing you with shopping and gym discounts Gifts for career and family milestones One volunteering day per year to support local organisations Emergency funding from the Francis Clark Charitable Foundation
#J-18808-Ljbffr
