Tax Compliance Specialist

3 weeks 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 a first-class tax compliance service 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 providing tax advice on IHT planning, residence and domicile, UK trusts, and CGT advice on property and shares.
  • Prepare self-assessment tax returns and computations, as well as Trust and IHT compliance services.
  • Request, collate, and maintain client information, and correspond with clients, HMRC, solicitors, and other professional services firms.
  • Maintain direct contact with clients, ensuring excellent client service and building strong relationships.

About You

  • Previous experience in a tax compliance role, with a strong understanding of compliance standards imposed by regulatory authorities.
  • ATT or CTA qualified, with up-to-date technical knowledge and a keen eye for detail.
  • Organized and able to plan time efficiently, with excellent communication and interpersonal skills.
  • Discreet and professional in demonstrating client care, with the ability to build rapport quickly with clients.

What We Offer

As a Tax Compliance Specialist at PKF-Francis Clark Chartered accountants & business advisers, you'll have the opportunity to work with a talented team of professionals, develop your skills and expertise, and contribute to the success of our Trust tax team.

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