Personal Tax Manager - Hybrid, South East London

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.

Requirements

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

Benefits

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