Personal Tax Manager - Hybrid, South East

Job Description

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.

• 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

Private Client Tax Experience in personal tax advisory. Experience in a firm providing advisory services to complex clients including international clients, HNWIs and non-UK domiciled individuals. Expertise in Inheritance Tax (IHT), Capital Gains Tax (CGT), and cross-border tax matters, including domicile, remittance basis, and international tax considerations. Team player and able to support colleagues Strong knowledge of trust structures, lifetime gifts, and estate planning strategies.

Proven ability to manage multiple client engagements efficiently, with precision and attention to detail. Excellent communication and interpersonal skills, with the ability to simplify complex tax concepts for non-specialist clients. Track record in client relationship management, business development, and team leadership. Proficiency in tax software and productivity tools, with a commitment to ongoing professional development.

What's on Offer?

• 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

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.