Job Description

In a nutshell

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Join our Tax team advising wealthy business owners, landed estates and other high-net-worth individuals. You'll deliver expert advice on business structuring including use of trusts and partnerships and private client advice focused on family businesses.



As a senior leader, you'll help with practice development, mentor your colleagues, and build trusted relationships with clients who value discretion and expertise.

What's in it for you?

A high-profile client base with complex, rewarding work A clear path for career progression in a firm that invests in your development The opportunity to influence the direction of our private client and owner managed business services A collaborative, forward-thinking environment where your ideas are valued Flexibility, autonomy, and support to thrive professionally and personally Being part of a vibrant and growing team

What you'll be doing day to day

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Lead complex tax advisory projects, including inheritance tax, succession planning, and restructuring of family-owned entities, coordinating input from legal and financial specialists Assist and manage recurring compliance services as necessary to support clients Act as the primary point of contact for clients, building long-term relationships and delivering tailored, proactive advice Support the firm in business development, identifying opportunities within existing client bases and attending relevant networking and industry events Mentor and manage junior team members, providing technical guidance, feedback, and career development support Monitor team performance, billing, and recoveries, ensuring work is delivered efficiently and profitably Maintain high standards of compliance and risk management, ensuring adherence to internal policies and regulatory requirements

About you

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Previous Manager level experience in a tax compliance and advisory role CTA qualified (or equivalent) with up-to-date technical knowledge (STEP, ACA or ACCA qualification is desirable) Self-starting with good commercial and inter-personal skills The ability to lead a team and inspire them to become the best advisors they can Highly motivated with the ability to engage with clients with significant levels of wealth and with colleagues at all levels Organised and able to plan time efficiently in order to meet deadlines Demonstrates a creative approach to problem solving with a strong desire to succeed In depth experience in using tax software programmes; plus, more advanced MS Excel, Word, and Outlook skills

Why work at PKF Francis Clark

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



Established in 1919, we've grown to a team of nearly 1,000 people, based across our offices in Bristol, Exeter, Plymouth, Poole, Salisbury, Southampton, Taunton, Torquay and Truro. This means we're big enough to do challenging work for exciting clients, but small enough to maintain our friendly and supportive culture.



We work hard to ensure you can belong, be yourself and be brilliant as part of a forward-thinking team. This includes a flexible approach to hybrid working. And our focus on wellbeing and learning and development has been recognised nationally.



For the past three years, PKF Francis Clark has been certified as a Great Place to Work and ranked among the UK's Best Workplaces. In 2025, we climbed four places to 20 out of 100 large organisations on this prestigious list.



We're also in the UK's top 10 Best Workplaces for Women (6 out of 100 large organisations), as well as being ranked among the Best Workplaces for Wellbeing (35 out of 100), Best Workplaces for Development (24 out of 100) and Best Workplaces in Consulting and Professional Services.



All these lists are compiled by workplace culture experts Great Place to Work. Our rankings are a direct result of feedback from our people in a confidential, independent annual survey.



The success rates of our trainees mean we're also ranked 33rd in The Sunday Times Top 100 Apprenticeship Employers 2025.



While we're proudly independent, we collaborate with colleagues around the world to enable our clients to succeed. PKF Francis Clark is a member of the PKF Global family of firms - together we're the 12th largest provider of accountancy services in the UK. Being part of this international network provides opportunities to connect with like-minded accountants and business advisers in 150 countries.

Your core benefits

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Financial benefits:

Pension Group life assurance - up to four times your core salary Group income protection Health cash plan to help cover the costs of everyday healthcare

Health & Wellbeing benefits:

Private medical insurance Option to buy 5 extra days holiday
Counselling and support for you and your immediate family Virtual GP for you and your immediate family Cycle to work

Other benefits:

Medicash Extras providing you with shopping and gym discounts Gifts for career and family milestones One volunteering day per year to support local organisations Emergency funding from the Francis Clark Charitable Foundation Electric vehicle lease scheme


Please note

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