Tax Compliance Specialist

8 hours ago


Mansfield, Nottinghamshire, United Kingdom PKF-Francis Clark Chartered accountants & business advisers Full time

About Our Trust Tax Team

We're seeking a skilled Tax Compliance Specialist to join our Trust Tax team at PKF-Francis Clark Chartered accountants & business advisers. As a key member of our team, you'll play a vital role in providing exceptional tax compliance services to our personal tax clients, including trust and high net worth individuals.

Key Responsibilities

  • Manage a portfolio of trust cases and high net worth individual clients, providing expert tax advice and guidance.
  • Draft reports and letters on tax planning, residence, domicile, UK trusts, and other relevant topics.
  • Undertake Capital Gains Tax (CGT) advice on property, shares, and other assets, preparing CGT 60-day reporting for UK residential property.
  • Provide compliance services, including preparing self-assessment tax returns and computations.
  • Deliver Trust and Inheritance Tax (IHT) compliance services, ensuring seamless client experiences.
  • Request, collate, and maintain client information, ensuring accuracy and timeliness.
  • Correspond and deal confidently with client inquiries, providing exceptional customer service.
  • Maintain direct contact with clients, HMRC, solicitors, and other professional services firms, upholding our commitment to excellence.

About You

  • Previous experience in tax compliance roles, with a proven track record of drafting reports and providing expert advice.
  • ATT or CTA qualified (or equivalent), with up-to-date technical knowledge and a strong understanding of compliance standards.
  • Organized and able to plan time efficiently, meeting deadlines, particularly during the January tax return season.
  • Professional and discreet, with the ability to build rapport quickly with clients and demonstrate exceptional client care.


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