Overview
In a nutshell
Are you an experienced Senior Manager or Director with expertise in trust taxation, ready to take on a fresh and rewarding challenge in a firm dedicated to supporting your professional growth?
As a leader in our Trust Tax team, you will play a pivotal role in delivering an outstanding tax compliance and advisory service to our diverse portfolio of private client tax clients. This includes advising on complex trust structures, inheritance tax planning, and succession strategies, ensuring tailored solutions for high-net-worth individuals, families, and trustees. Your leadership will drive excellence in all aspects of our work, from compliance to sophisticated advisory projects.
Joining our team means stepping into a role where your insights and expertise will help shape the direction of our private client tax services, making a meaningful difference to our clients while furthering your career in an environment that values your contribution and development.
What you'll be doing day to day
Ensure compliance with legislative and ethical standards within the Trust team
Resolve client issues efficiently, meeting timescales and budgets
Lead and develop a team of advisors
Liaise with trustees, beneficiaries, individuals, and intermediaries to provide top-tier service
Act as principal on a portfolio of trust and high-net-worth clients, reviewing and signing off advice
Review and advise on trust accounts
Play an active role in marketing and business development for trust services
Support team growth and expansion of the trust business
Upskill colleagues in other departments to manage risk and identify opportunities
Meet with clients to assess and advise on tax planning, overseeing delivery by team members
Work with Private Client tax partners to identify key opportunities and risks
Promote firm-wide services, especially financial planning
Ensure work is allocated effectively and departmental targets are met
Assist in the running of the trust corporation
About you
Previous experience in similar role
ATT or CTA qualified (or equivalent) with up-to-date technical knowledge (STEP qualification is desirable)
The ability to lead a team and inspire them to become the best advisors they can
Highly motivated with the ability to engage with clients with significant levels of wealth and with colleagues at all levels
Organised and able to plan time efficiently in order to meet deadlines
Demonstrates a creative approach to problem solving with a strong desire to succeed
Why work at PKF Francis Clark
As the largest firm of independent chartered accountants and business advisers in South West England, PKF Francis Clark offers a breadth of opportunities to develop your career in the way that’s right for you.
Established in 1919, we’ve grown to a team of nearly 1,000 people, based across our offices in Bristol, Exeter, Plymouth, Poole, Salisbury, Southampton, Taunton, Torquay and Truro. This means we’re big enough to do challenging work for exciting clients, but small enough to maintain our friendly and supportive culture.
We work hard to ensure you can belong, be yourself and be brilliant as part of a forward-thinking team. This includes a flexible approach to hybrid working. And our focus on wellbeing and learning and development has been recognised nationally.
For the past three years, PKF Francis Clark has been certified as a Great Place to Work and ranked among the UK’s Best Workplaces. In 2025, we climbed four places to 20 out of 100 large organisations on this prestigious list.
We’re also in the UK’s top 10 Best Workplaces for Women (6 out of 100 large organisations), as well as being ranked among the Best Workplaces for Wellbeing (35 out of 100), Best Workplaces for Development (24 out of 100) and Best Workplaces in Consulting and Professional Services.
All these lists are compiled by workplace culture experts Great Place to Work. Our rankings are a direct result of feedback from our people in a confidential, independent annual survey.
The success rates of our trainees mean we’re also ranked 33rd in The Sunday Times Top 100 Apprenticeship Employers 2025.
While we’re proudly independent, we collaborate with colleagues around the world to enable our clients to succeed. PKF Francis Clark is a member of the PKF Global family of firms – together we’re the 12th largest provider of accountancy services in the UK. Being part of this international network provides opportunities to connect with like-minded accountants and business advisers in 150 countries.
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:
Private medical insurance
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
Electric vehicle lease scheme*
Please note: These benefits are provided via a salary exchange and are subject to the employee’s post-exchange hourly rate remaining above the national minimum wage.
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