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TPF Recruitment

Personal Tax Manager - Hybrid, South East London

TPF Recruitment Bishopsgate
32 - 40 hour
new


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    TPF Recruitment

    Personal Tax Manager - Hybrid, South East London

    TPF Recruitment Bishopsgate
    32 - 40 hour
    new
    Status Open
    Apply now

    Apply on the employer's website


    What we ask

    Education

    No minimum education required

    What we offer

    Hours
    32 to 40 hours per week
    Employment type
    permanent

    Job description

    Tax Manager
    South East London | Hybrid Working | Competitive Salary + Benefits
    TPF Recruitment is delighted to be recruiting on behalf of a highly respected and growing accountancy practice in South East London for an experienced Tax Manager to join their established private client team.
    This is an excellent opportunity for a qualified CTA Tax Manager with strong expertise in personal tax, trusts, estates and inheritance tax planning. Candidates with a TEP qualification will be of particular interest, although this is not essential.
    The role offers a varied portfolio, meaningful client relationships and the opportunity to play a key role in developing junior team members, while working closely with senior leadership on complex trust and estate matters.
    The Role
    As Tax Manager, you will be responsible for managing a diverse portfolio of private clients, trusts and estates, providing high quality tax compliance and advisory services.
    Your responsibilities will include:

    Managing a portfolio of personal tax clients, including high net worth individuals

    Overseeing trust tax compliance and advisory matters

    Advising on Inheritance Tax (IHT) issues relating to both individuals and trusts

    Assisting with estate administration, probate and estate tax work

    Reviewing tax returns and ensuring compliance deadlines are met

    Supporting clients with tax planning opportunities

    Supervising, mentoring and reviewing the work of junior team members

    Building and maintaining strong client relationships

    Working alongside partners and senior management on complex tax projects

    The tax team provides comprehensive tax advice to high-net-worth individuals, landlords, businesses, and corporations across various industries.

    Their services cover personal tax planning, succession planning, OMB taxation, asset structuring and trusts, Wills, and Probate.

    The successful candidate will maintain expertise in personal taxation, including mitigation and planning, while fostering strong client relationships through excellent communication.

    You will report to partners with innovative tax planning ideas, manage a diverse personal tax portfolio to meet both compliance and consultancy needs.

    RequirementsWe are looking for an experienced tax professional who can demonstrate:

    CTA qualified or equivalent tax qualification

    Strong experience within personal tax, trusts and estates

    Knowledge of Inheritance Tax, Trust Tax and Estate Tax

    Experience managing a client portfolio within an accountancy practice

    Excellent communication and relationship management skills

    Ability to mentor and develop junior staff

    Desirable

    TEP qualification

    Probate and estate administration experience

    Experience working with high net worth individuals and family wealth structures

    BenefitsWhat's on Offer?

    Competitive salary dependent on experience

    Hybrid working arrangement with a minimum of three days per week in the office

    Flexible and supportive working environment

    Exposure to complex and interesting trust and estate work

    Clear progression opportunities

    Ongoing professional development and training

    Modern and collaborative practice culture

    About TPF Recruitment
    TPF Recruitment is a leading specialist recruiter supporting accountancy practices across London, Kent, Sussex and the South East. We are committed to connecting experienced tax professionals with outstanding career opportunities.
    If you are an experienced Tax Manager, Private Client Tax Manager, Trusts and Estates Tax Manager, CTA Qualified Tax Manager or Inheritance Tax Specialist looking for your next opportunity in South East London, we'd love to hear from you.
    Other benefits include:

    23 days holiday, plus bank holidays

    Summer working hours policy enables staff to finish at 2pm on a Friday.

    Fully paid for Christmas Party – all you need to do is get there – even the cab home is paid for.

    Staff summer afternoon each year – paid for meal and activity.

    Paid Volunteer Leave for 1 day a year.

    Celebrate staff milestones.

    CPD courses provided and paid for.

    Perks for Works employee discounts.

    Cycle to Work scheme
    Apply now

    Apply on the employer's website

    Apply now

    Apply on the employer's website


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