Tax Compliance Manager
2 months ago
About Our Trust Tax Team
At PKF-Francis Clark Chartered accountants & business advisers, we're committed to delivering exceptional tax compliance services to our personal tax clients, including trust and high net worth individuals.
What You'll Be Doing
- Manage a portfolio of trust cases and high net worth individual clients, providing expert tax advice and guidance.
- Draft comprehensive reports and letters on tax planning, including inheritance tax, residence, and domicile, as well as UK trusts.
- Undertake capital gains tax advice on property, shares, and other assets, and prepare CGT 60-day reporting for UK residential property.
- Provide compliance services, including preparing self-assessment tax returns and computations, to ensure our clients meet their tax obligations.
- Deliver trust and inheritance tax compliance services, ensuring our clients are in compliance with all relevant regulations.
- Request, collate, and maintain client information, ensuring accuracy and completeness.
- Correspond and deal confidently with client inquiries, providing clear and concise advice.
- Maintain direct contact with clients, HMRC, solicitors, and other professional services firms, to deliver an exceptional client service.
About You
- Previous experience in a tax compliance role, with a strong background in drafting reports and providing tax advice.
- ATT or CTA qualified (or equivalent) with up-to-date technical knowledge and a deep understanding of compliance standards imposed by regulatory authorities.
- Organized and able to plan time efficiently, with a focus on meeting 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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