Private Client Tax Manager - Trusts & Estates (Hybrid)

TPF Recruitment; Plumstead; Hybrid; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid working

Competitive salary

Progression opportunities

Professional development

Job summary

TPF Recruitment is recruiting for a Personal Tax Manager position in South East London with hybrid working. You will manage private client portfolios, provide high quality tax compliance and advisory services, and mentor junior team members.

Candidates should be CTA qualified or equivalent, with strong expertise in personal tax, trusts, estates and IHT. The role includes complex tax planning and close collaboration with partners.

Qualifications

• CTA or equivalent tax qualification is required.
• Strong experience in personal tax, trusts and estates.
• Knowledge of Inheritance Tax, Trust Tax and Estate Tax.

Responsibilities

• 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 for individuals and trusts.
• Assisting with estate administration, probate and estate tax work.
• Reviewing tax returns and meeting deadlines.
• Mentoring and developing junior staff.

Skills

CTA qualified

Personal tax

Trusts & estates

Job description

TPF Recruitment is recruiting for a Personal Tax Manager position in South East London with hybrid working. You will manage private client portfolios, provide high quality tax compliance and advisory services, and mentor junior team members.

Candidates should be CTA qualified or equivalent, with strong expertise in personal tax, trusts, estates and IHT. The role includes complex tax planning and close collaboration with partners.