Trust Tax Director
PKF Francis Clark - Exeter, United Kingdom
Posted: 11 days ago | Type: Permanent | Salary: Competitive
About the role
Are you a senior manager or director with significant experience in trust taxation seeking a new challenge? Join our firm that supports your development. Heading our Trust tax team, you'll deliver first-class tax compliance and advisory services to our personal tax clients.
Key responsibilities
1. Ensure compliance with legislative and ethical standards within the Trust team.
2. Resolve client issues efficiently, meeting deadlines and budgets.
3. Lead and develop a team of advisors.
4. Liaise with trustees, beneficiaries, individuals, and intermediaries to provide excellent service.
5. Act as principal on a portfolio of trust and high-net-worth clients, reviewing and signing off advice.
6. Review and advise on trust accounts.
7. Participate in marketing and business development for trust services.
8. Support team growth and expansion of the trust business.
9. Upskill colleagues in other departments to manage risk and identify opportunities.
10. Meet with clients to advise on tax planning, overseeing team delivery.
11. Collaborate with Private Client tax partners to identify opportunities and risks.
12. Promote firm-wide services, especially financial planning.
13. Ensure effective work allocation and achievement of departmental targets.
14. Assist in managing the trust corporation.
Candidate profile
* Experience in a similar role.
* ATT or CTA qualified (or equivalent) with up-to-date technical knowledge; STEP qualification is desirable.
* Leadership skills with the ability to inspire a team.
* Highly motivated with excellent client engagement skills, especially with high-net-worth individuals.
* Organized with good time management skills.
* Creative problem-solver with a strong desire to succeed.
Why work at PKF Francis Clark?
As the largest independent chartered accountants and business advisors in South West England, we offer opportunities for career development aligned with your interests. With nearly 1,000 staff across multiple offices, our culture is flexible, supportive, and forward-thinking. We are recognized as a Great Place to Work and ranked among the UK's top workplaces for women, development, and wellbeing. Being part of the PKF Global network provides international opportunities.
Core benefits
Financial benefits:
* Pension
* Group life assurance (up to four times salary)
* Group income protection
* Health cash plan
Health & Wellbeing:
* Option to buy extra holiday days
* Counselling and support services
* Virtual GP
* Cycle to work scheme
Other benefits:
* Shopping and gym discounts via Medicash Extras
* Milestone gifts
* Volunteering day annually
* Emergency funding from the Charitable Foundation
*Benefits via salary exchange are subject to conditions.
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