PKF-Francis Clark Chartered accountants & business advisers
Location:
Mansfield, United Kingdom
Job Category:
Other
-
EU work permit required:
Yes
Job Reference:
b68a4d2a4132
Job Views:
6
Posted:
02.07.2025
Expiry Date:
16.08.2025
Job Description:
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 in the firm, and in particular the services of our financial planning colleagues
* Request, collate and maintain client information
* Correspond and deal confidently with client enquires
* 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
Please note that if you are NOT a passport holder of the country for the vacancy you might need a work permit. Check our Blog for more information.
Bank or payment details should not be provided when applying for a job. Eurojobs.com is not responsible for any external website content. All applications should be made via the 'Apply now' button.
Created on 02/07/2025 by TN United Kingdom
#J-18808-Ljbffr