Private Client Tax Manager - Trusts & Estates (Hybrid)

TPF Recruitment; Plumstead; Hybrid; GBP 80,000 - 110,000; Full time

Benefits offered by this job

Hybrid working

Competitive salary

Progression opportunities

Professional development

Christmas party paid

Summer hours policy

Job summary

TPF Recruitment is recruiting for a Personal Tax Manager in South East London, offering hybrid working and a competitive salary with benefits. You will manage a diverse portfolio of private clients, including high net worth individuals, trusts and estates, providing high-quality tax compliance and advisory services.

The role requires CTA qualification, strong expertise in personal tax, trusts and estates, and experience mentoring junior staff.

Qualifications

• CTA qualified or equivalent tax qualification.
• Strong experience in personal tax, trusts and estates.
• Knowledge of Inheritance Tax (IHT), Trust Tax and Estate Tax.
• Experience managing a client portfolio within an accountancy practice.
• Ability to mentor and develop junior staff.

Responsibilities

• Manage a diverse portfolio of private clients, trusts and estates, providing tax compliance and advisory services.
• Oversee trust tax compliance and advisory matters.
• Advise on Inheritance Tax planning for individuals and trusts.
• Assist with probate and estate administration, and estate tax work.
• Review tax returns and ensure deadlines are met; support client tax planning.

Skills

CTA qualified

Personal tax

Trusts & Estates

Inheritance Tax

Mentoring

Job description

TPF Recruitment is recruiting for a Personal Tax Manager in South East London, offering hybrid working and a competitive salary with benefits. You will manage a diverse portfolio of private clients, including high net worth individuals, trusts and estates, providing high-quality tax compliance and advisory services.

The role requires CTA qualification, strong expertise in personal tax, trusts and estates, and experience mentoring junior staff.