Social network you want to login/join with:col-narrow-leftClient:

PKF-Francis Clark Chartered accountants and business advisersLocation:

Mansfield, United KingdomJob Category:

Other-EU work permit required:

Yescol-narrow-rightJob Reference:

30159bab53c2Job Views:

7Posted:

25.08.2025Expiry Date:

09.10.2025col-wideJob Description:

In a nutshellAre you an experienced Senior Manager or Director with expertise in trust taxation, ready to take on a challenging and rewarding role in a firm committed to supporting your professional growth?As a leader in our Trust Tax team, you will be crucial in delivering high-quality tax compliance and advisory services to our private client portfolio. This includes advising on complex trust structures, inheritance tax planning, and succession strategies, providing tailored solutions for high-net-worth individuals, families, and trustees. Your leadership will ensure excellence across compliance and advisory projects.Joining us means your insights will shape our private client tax services, making a difference to clients while advancing your career in an environment that values your contributions and development.What you''ll be doing day to dayEnsure compliance with legislative and ethical standards within the Trust teamResolve client issues efficiently, meeting timescales and budgetsLead and develop a team of advisorsLiaise with trustees, beneficiaries, individuals, and intermediaries to provide excellent serviceAct as principal on a portfolio of trust and high-net-worth clients, reviewing and signing off adviceReview and advise on trust accountsParticipate in marketing and business development for trust servicesSupport team growth and expansion of the trust businessUpskill colleagues in other departments to manage risk and identify opportunitiesMeet with clients to assess and advise on tax planning, overseeing team deliveryCollaborate with Private Client tax partners to identify opportunities and risksPromote firm-wide services, especially financial planningEnsure effective work allocation and achievement of departmental targetsAssist in managing the trust corporationAbout youPrevious experience in a similar roleATT or CTA qualified (or equivalent) with current technical knowledge (STEP qualification is desirable)Ability to lead and inspire a team of advisorsHighly motivated with excellent client engagement skills, particularly with high-net-worth individualsOrganised, with effective time management skills to meet deadlinesCreative problem solver with a strong drive to succeed

#J-18808-Ljbffr