Private Client Tax Consultant

6 days ago


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

About PKF-Francis Clark Chartered Accountants & Business Advisers

As a leading firm in the South West, we're committed to delivering exceptional services to our clients. Our Private Client Tax department is at the forefront of this commitment, providing expert advice and support to individuals and businesses alike.

Job Summary:

We're seeking an experienced Tax Planning and Advisory Specialist to join our team. As a key member of our Private Client International team, you'll provide personal UK tax advice and planning on international issues, including residency advice, transfer of assets abroad legislation, and double tax treaties.

Key Responsibilities:

  • Provide expert tax advice and planning on international issues, including residency advice, transfer of assets abroad legislation, and double tax treaties.
  • Advise on regulating clients' offshore tax affairs with HMRC under the worldwide disclosure facility.
  • Give IHT and CGT planning advice for HNW clients.
  • Take calls with potential new clients to discuss their needs and our services.
  • Review self-assessment tax returns, CGT 60-day reporting, and IHT returns.
  • Liaise with other PKF firms throughout the world to meet client requirements.

Requirements:

  • Established experience in international private client work.
  • Be experienced in report writing and advising on complex private client matters.
  • Have excellent communication skills.
  • Ability to review and interpret tax legislation and case law.
  • Significant broad private client experience, ideally with a tax qualification.
  • Understanding of compliance standards imposed by the various regulatory authorities for tax.

What We Offer:

As a Tax Planning and Advisory Specialist at PKF-Francis Clark Chartered Accountants & Business Advisers, you'll have the opportunity to work with a diverse range of clients, develop your skills and expertise, and contribute to the success of our Private Client Tax department.



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