Private Client Tax Senior Manager (International Tax)

In a nutshell

Are you a tax professional eager to accelerate your career within a firm that prioritises your growth and development?

By joining our dynamic Private Client tax team, you will have the opportunity to deliver exceptional tax compliance and advisory services to a diverse portfolio of individuals, including internationally mobile clients, non-UK residents, and high-net-worth individuals. You will play a key role in advising on cross-border tax matters, helping clients navigate complex areas such as residency, overseas income, and offshore assets.

We are committed to supporting your professional journey, offering continuous learning opportunities and a collaborative environment where your skills and career can flourish.

What you'll be doing day to day

• Managing a portfolio of private clients, including HNW individuals, internationally mobile individuals, and some trusts
• Drafting reports and advice covering areas such as residence and domicile, remittance basis, and international tax planning
• Advising clients on the tax treatment of overseas income and gains, including foreign investments and property
• Supporting clients with double tax relief and cross-border tax considerations
• Undertaking CGT advice on property, shares, and other assets for both UK resident and non-UK resident individuals
• Providing guidance on offshore income, disclosures, and reporting requirements
• Meeting with clients to understand and advise on their tax planning needs, including international aspects
• Reviewing the work of more junior staff and contributing to their professional development
• Providing and managing compliance services, including the preparation and review of self-assessment tax returns with international elements
• Requesting, collating, and maintaining client information, particularly relating to overseas income and assets
• Maintaining direct contact with clients, HMRC, and other professional advisers to deliver an excellent client service
• Identifying opportunities to support clients further, including collaboration with other teams such as financial planning

About you

• Previous experience in a personal tax compliance and advisory role, with exposure to international/private client matters
• ATT or CTA qualified (or equivalent), with strong and up-to-date technical knowledge
• Good understanding of residence, domicile, and cross-border tax issues affecting individuals
• Experience preparing or reviewing returns involving foreign income, gains, or offshore matters
• Understanding of compliance standards imposed by relevant regulatory authorities
• Organised, with the ability to manage competing priorities and meet deadlines
• Professional and discreet, with strong interpersonal skills and the ability to build rapport with clients

Why work at PKF Francis Clark

As the largest firm of independent chartered accountants and business advisers in South West England, PKF Francis Clark offers a wide range of opportunities to develop your career in the way that's right for you.

Established in 1919, we've grown to nearly 1,000 people across offices in Bristol, Exeter, Plymouth, Poole, Salisbury, Southampton, Taunton, Torquay and Truro. Our size means we can offer ambitious work with exciting clients and a friendly, supportive culture.

We want you to belong, be yourself and do your best work as part of a forward-thinking team, with a flexible approach to hybrid working and a strong focus on wellbeing, learning and development.

For the past four years, PKF Francis Clark has been certified as a Great Place to Work and ranked among the UK's Best Workplaces, rising to 6th out of 100 large organisations.

We're a top 10 Best Workplace for Women, as well as being ranked for Wellbeing, Development, and Consulting and Professional Services. These rankings are compiled by Great Place to Work, based on confidential, independent feedback from our people. In addition, we're one of The Sunday Times Top 100 Apprenticeship Employers.

Being a Certified B Corp means we're held to high standards for environmental and social performance. We're independently assessed to ensure we support our people, act responsibly and make long term decisions that balance people and planet.

We're proudly independent, while collaborating internationally through the PKF Global family of firms. Together we're the 13th largest provider of accountancy services in the UK, with connections to like minded advisers in 150 countries.

Your core benefits Financial wellbeing

• Group personal pension to help you build your future savings through employer and employee contributions
• Group life assurance providing cover up to four times your basic annual salary
• Group income protection available after six months' service
• Health cash plan giving money back on everyday health costs, with free cover for up to four dependent children (up to age 24 in full time education) and the option to add a partner or spouse

Mental wellbeing

• Counselling and emotional support for you and your immediate family
• Virtual GP and second opinion services for you and your immediate family
• Access to trained Mental Health First Aiders for confidential, peer to peer support

Physical wellbeing

• Cycle to work scheme, with the option to purchase a bike and accessories up to £4,000
• Discounted membership at gyms, pools and studios across the UK
• Digital health and wellbeing tools available through the employee health cash plan
• Support for colleagues experiencing menopause, as part of our Menopause Workplace Pledge, including webinars and a dedicated Microsoft Teams channel for ongoing support

Additional benefits

• Family friendly benefits, including enhanced pay, family leave coaching sessions and a parent network
• The option to buy up to five extra days of holiday (pro rata for part time colleagues)
• One paid volunteering day each year to support local organisations
• Electric vehicle lease scheme (grade and pay criteria apply)
• Gifts to mark key career and family milestones
• Expert led webinars on mental, physical and financial wellbeing
• Francis Clark Charitable Foundation, offering support for current and former employees experiencing financial hardship

These benefits are provided via a salary exchange and are subject to employee's post exchange hourly rate remaining above the national minimum wage

Additional information

• Job title used internally may not align exactly with the title displayed in this advert