Trust Tax Director
PKF Francis Clark Salisbury, United Kingdom
Trust Tax Director
Location: Salisbury, United Kingdom
Posted: 11 days ago | Type: Permanent | Salary: Competitive
Job Overview
Are you a senior manager or director with significant experience in trust taxation seeking a new challenge in a supportive and development-focused firm? Lead our Trust tax team in delivering 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. Engage with trustees, beneficiaries, individuals, and intermediaries to provide excellent service.
5. Manage 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 trust business expansion.
9. Upskill colleagues in other departments to manage risk and identify opportunities.
10. Meet with clients for 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. Allocate work effectively and meet departmental targets.
14. Assist in the operation of the trust corporation.
Candidate Profile
* Previous experience in a similar role.
* ATT or CTA qualification (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 effective time management skills.
* Creative problem solver with a strong desire to succeed.
Why Join PKF Francis Clark?
As South West England's largest independent chartered accountants and business advisors, PKF Francis Clark offers diverse career development opportunities. Our culture is flexible, supportive, and inclusive, recognized as a Great Place to Work and ranked among the UK's best workplaces for women, development, and wellbeing.
We are part of the PKF Global network, providing international opportunities and connections across 150 countries.
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 services
* Cycle to work scheme
Additional Benefits
* Shopping and gym discounts
* Milestone gifts
* Volunteer days
* Charitable foundation support
Please note: Benefits via salary exchange are subject to employee’s post-exchange hourly rate remaining above minimum wage.
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