Personal Tax Senior / Manager (Trusts and Estates)

TN United Kingdom; Epsom; On-site; GBP 45,000 - 65,000; Full time

Job summary

An established industry player is seeking a Trusts and Estates Senior/Manager to join their expanding team in Epsom. This role offers a dynamic environment focused on trusts and estates, where you will manage a portfolio, ensure compliance, and support junior staff. With a competitive salary and opportunities for professional development, this is an exciting chance to advance your career in a supportive firm. If you are proactive and client-focused, this position could be your next great challenge in the tax field.

Benefits

Professional development opportunities

Dynamic work environment

Supportive team culture

Qualifications

• Experience in trust and estates management is crucial.
• Strong knowledge of compliance regulations is essential.

Responsibilities

• Manage a portfolio of trust and estates work with high standards.
• Review work of junior colleagues for accuracy and compliance.

Skills

Trust compliance knowledge

Communication skills

Attention to detail

Client-focused approach

Education

ATT qualification

CTA qualification

STEP qualification

Job description

Social network you want to login/join with:

Personal Tax Senior / Manager (Trusts and Estates), Epsom

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Client:

TPF Recruitment

Location:

Epsom, Surrey

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

6a24a29cf1fb

Job Views:

3

Posted:

26.04.2025

Expiry Date:

10.06.2025

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Job Description:

Job Description
TPF Recruitment is excited to be partnering with a highly respected client based in the KT area, currently seeking a Trusts and Estates Senior / Manager to join their friendly and expanding team. This role offers a varied tax position with a focus on trusts and estates, due to a busy workload in this area.

Key Responsibilities:

• Managing a portfolio of trust and estates work, ensuring high standards of work
• Reviewing and checking the work completed by junior tax colleagues for accuracy and compliance
• Handling complex compliance matters related to trusts
• Maintaining up-to-date knowledge of trust regulations and compliance requirements
• Providing guidance and support to team members on technical trust issues
• Completing advisory work
• Liaising with clients to ensure their needs are met and queries resolved

Requirements:

• ATT, CTA, or STEP qualifications are highly desirable but experience more highly valued
• Considerable experience in a similar role will also be considered in lieu of qualifications
• Strong knowledge of trust compliance and regulations
• Excellent attention to detail and accuracy
• Strong communication and interpersonal skills
• Proactive and client-focused approach

Benefits:

• Competitive salary of £45,000 - £65,000, depending on experience and qualifications. Manager level will be paid at the higher end, Seniors at the lower.
• Opportunity to work in a leading firm with a growing and supportive team
• Professional development and career progression opportunities
• A dynamic and collaborative work environment

If you are a skilled Trusts and Estates professional seeking a new challenge within a supportive and progressive firm, we would love to hear from you.

If interested, please contact Kourtney Luckett, Senior Recruitment Consultant at TPF Recruitment for a confidential conversation. Main Telephone: [phone] Email: [emailprotected]

Refer a friend... We’re keen to remain the leading provider of the best accountancy talent in the South-East. We are continually exploring ways to expand our network and know that great candidates like you can introduce us to other brilliant professionals. We’re looking to work with top accountancy practice and tax professionals in the South-East. If your friends, family, or colleagues are considering a new opportunity and have relevant experience, we’d love to speak to them.

For every candidate you refer who is placed in a permanent position, you will receive up to £500 in Love2Shop vouchers. (Terms & Conditions apply.)

Requirements:

• ATT/CTA qualified or part-qualified
• Significant private client/personal tax expertise
• Experience managing a portfolio of clients