Tax Compliance Specialist

4 weeks ago


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

About Our Trust Tax Team

We are 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 will provide a first-class tax compliance service to our personal tax clients, including trust and HNWIs clients.

Key Responsibilities

  • Manage a portfolio of trust cases, as well as high net worth individuals.
  • Draft reports and letters providing tax advice, including IHT planning, residence and domicile, UK trusts.
  • Undertake CGT advice on property, shares etc and prepare CGT 60-day reporting for UK residential property.
  • Provide compliance services, including preparing self-assessment tax returns and computations.
  • Provide Trust and IHT compliance services.
  • Request, collate and maintain client information.
  • Correspond and deal confidently with client enquiries.
  • Maintain direct contact with clients, HMRC, solicitors, other accountancy, law and professional services firms, in the delivery of an excellent client service.

About You

  • Previous experience in a tax compliance role and drafting reports.
  • ATT or CTA qualified (or equivalent) with up-to-date technical knowledge.
  • Understanding of compliance standards imposed by the various regulatory authorities for tax.
  • Organised and able to plan time efficiently in order to meet deadlines – particularly during the January tax return season.
  • Professional and discreet in demonstrating client care, with the ability to build rapport quickly with clients.


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