Personal Tax Senior / Manager (Trusts and Estates)

TPF Recruitment; Epsom; On-site; GBP 45,000 - 65,000; Full time

Job summary

A leading firm in Epsom seeks a Trusts and Estates Senior/Manager to manage a diverse portfolio. This role involves guiding team members, handling compliance, and providing client support. The firm offers competitive salaries and professional development in a supportive environment.

Benefits

Professional development opportunities

A dynamic and collaborative work environment

Qualifications

• Considerable experience in a similar role is valued more than qualifications.
• Strong knowledge of trust compliance and regulations is crucial.

Responsibilities

• Managing a portfolio of trust and estates work, ensuring high standards.
• Reviewing work completed by junior tax colleagues for accuracy.
• Handling complex compliance matters related to trusts.

Skills

Attention to detail

Communication skills

Interpersonal skills

Client-focused approach

Education

ATT, CTA, or STEP qualifications

Job description

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

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Client:

TPF Recruitment

Location:

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

69bd38a92b4c

Job Views:

14

Posted:

22.06.2025

Expiry Date:

06.08.2025

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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 will be a varied tax position, but with a trusts and estates specialism, 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
• Competitive salary of £45,000 - £65,000, subject to experience and qualifications. Manager level will be paid at the higher end of the budget, and 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 looking for a new challenge within a supportive and progressive firm, we would love to hear from you.

If you are interested in this opportunity, please do not hesitate to get in contact with Kourtney Luckett, Senior Recruitment Consultant at TPF Recruitment for a confidential conversation.

Main Telephone: [phone]

Email:

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