Private Client Tax Manager/ Senior Manager (International Tax)

Exeter Source: WhatJobs

£60,000–£86,000

In a nutshell

Are you a tax professional eager to accelerate your career within a firm that prioritises your growth and development?

By joining our dynamic Private Client tax team, you will have the opportunity to deliver exceptional tax compliance and advisory services to a diverse portfolio of individuals, including clients with international issues, non-UK residents/long-term residents (LTRs), and high-net-worth (HNW) individuals. You will play a key role in advising on cross-border tax matters, helping clients navigate complex areas such as residency, overseas income, and offshore assets.

We are committed to supporting your professional journey, offering continuous learning opportunities and a collaborative environment where your skills and career can flourish.

What you'll be doing day to day

Managing a portfolio of private clients, including HNW individuals, clients with international matters, and some trusts
Preparing and reviewing tax returns and supporting clients with their ongoing compliance obligations
Drafting advice on areas including residence, the FIG regime, temporary repatriation facility (TRF) and international tax planning including IHT advice for LTRs/non-LTRs
Advising clients on the tax treatment of overseas income and gains, including foreign investments and property
Supporting clients with double tax relief claims and wider cross-border tax considerations
Providing CGT advice relating to property, shares, and other assets for UK and non-UK resident individuals
Assisting clients with offshore income, disclosures, and reporting requirements
Building strong relationships with clients and providing practical, commercially focused advice
Reviewing the work of junior team members and supporting their development through coaching and guidance
Requesting, collating, and maintaining client information, particularly relating to overseas income and assets
Maintaining direct contact with clients, HMRC, and professional advisers to deliver an excellent client experience
Identifying opportunities to provide additional value to clients and collaborating with colleagues across the wider firm

About you

Previous experience in a personal tax compliance and advisory role, with exposure to international and private client matters
CTA qualified (or equivalent), with strong technical tax knowledge
Good understanding of residence, the FIG regime and TRF, and cross-border tax issues affecting individuals
Experience preparing and reviewing tax returns involving foreign income, gains, or offshore matters
Preferably experience dealing with offshore trusts, but not essential
Confident managing client relationships and delivering advice in a clear and practical manner
Able to balance competing priorities and manage deadlines effectively
Strong attention to detail and commitment to delivering high-quality work
Professional, approachable, and able to build rapport with clients and colleagues alike
Experience supporting and developing junior team members would be advantageous

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 wide range of opportunities to develop your career in the way that’s right for you.

Established in 1919, we've grown to nearly 1,000 people across offices in Bristol, Exeter, Plymouth, Poole, Salisbury, Southampton, Taunton, Torquay and Truro. Our size means we can offer ambitious work with exciting clients and a friendly, supportive culture.

We want you to belong, be yourself and do your best work as part of a forward-thinking team, with a flexible approach to hybrid working and a strong focus on wellbeing, learning and development.

For the past four years, PKF Francis Clark has been certified as a Great Place to Work and ranked among the UK’s Best Workplaces, rising to 6th out of 100 large organisations.

We're a top 10 Best Workplace for Women, as well as being ranked for Wellbeing, Development, and Consulting and Professional Services. These rankings are compiled by Great Place to Work, based on confidential, independent feedback from our people. In addition, we're one of The Sunday Times Top 100 Apprenticeship Employers.

Being a Certified B Corp means we're held to high standards for environmental and social performance. We're independently assessed to ensure we support our people, act responsibly and make long-term decisions that balance people and planet.

We're proudly independent, while collaborating internationally through the PKF Global family of firms. Together we're the 13th largest provider of accountancy services in the UK, with connections to like-minded advisers in 150 countries.

Your core benefits

Financial wellbeing

Group personal pension to help you build your future savings through employer and employee contributions
Group life assurance providing cover up to four times your basic annual salary
Group income protection available after six months' service
Health cash plan giving money back on everyday health costs, with free cover for up to four dependent children (up to age 24 in full-time education) and the option to add a partner or spouse

Mental wellbeing

Counselling and emotional support for you and your immediate family
Virtual GP and second opinion services for you and your immediate family
Access to trained Mental Health First Aiders for confidential, peer to peer support

Physical wellbeing

Group private medical insurance, providing access to diagnosis and treatment
Cycle to work scheme, with the option to purchase a bike and accessories up to £4,000*
Discounted membership at gyms, pools and studios across the UK
Digital health and wellbeing tools available through the employee health cash plan
Support for colleagues experiencing menopause, as part of our Menopause Workplace Pledge, including webinars and a dedicated Microsoft Teams channel for ongoing support

Additional benefits

Family friendly benefits, including enhanced pay, family leave coaching sessions and a parent network
The option to buy up to five extra days of holiday (pro rata for part‑time colleagues) *
One paid volunteering day each year to support local organisations
Electric vehicle lease scheme (grade and pay criteria apply) *
Gifts to mark key career and family milestones
Expert led webinars on mental, physical and financial wellbeing
Francis Clark Charitable Foundation, offering support for current and former employees experiencing financial hardship

* These benefits are provided via a salary exchange and are subject to employee's post exchange hourly rate remaining above the national minimum wage