HNWI Tax Manager

2 days ago


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

Role Overview

The HNWI Tax Manager will play a key role in our Trust tax team, providing tax compliance services to high net worth individuals and trusts. The successful candidate will have advanced tax knowledge, excellent communication skills, and the ability to work effectively under pressure.

Key Responsibilities:

  • Manage a portfolio of high net worth individual cases and trusts.
  • Draft complex reports and letters, providing tax advice on IHT planning, residence and domicile, UK trusts.
  • Undertake CGT advice on property, shares etc and prepare CGT 60-day reporting for UK residential property.
  • Deliver compliance services, including preparing self-assessment tax returns and computations.
  • Capture and maintain client information.

About You

We are looking for an experienced tax professional, preferably with ATT or CTA qualification, with a strong understanding of tax compliance standards. You should be able to demonstrate excellent communication and organisational skills, with the ability to build rapport with clients.

Estimated Salary: £60,000 - £75,000 per annum



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