Personal Tax Manager - Hybrid, South East London
Plumstead, United Kingdom | Posted on 27/10/2026
South East London | Hybrid Working | Competitive Salary + Benefits
TPF Recruitmentis delighted to be recruiting on behalf of a highly respected and growing accountancy practice inSouth East Londonfor an experiencedTax Managerto join their established private client team.
This is an excellent opportunity for a qualifiedCTA Tax Managerwith strong expertise inpersonal tax, trusts, estates and inheritance tax planning. Candidates with aTEP qualificationwill 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 onInheritance 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 tohigh-net-worth individuals, landlords, businesses, and corporations acrossvarious industries.
Their services cover personal tax planning, successionplanning, OMB taxation, asset structuring and trusts, Wills, and Probate.
The successful candidate will maintain expertise in personaltaxation, including mitigation and planning, while fostering strong clientrelationships through excellent communication.
You will report to partners with innovative tax planningideas, manage a diverse personal tax portfolio to meet both compliance andconsultancy needs.
Requirements
- CTA qualified or equivalent tax qualification
- Strong experience withinpersonal tax, trusts and estates
- Knowledge ofInheritance 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
- Probate and estate administration experience
- Experience working with high net worth individuals and family wealth structures
- Competitive salary dependent on experience
- Hybrid working arrangement with a minimum ofthree 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:
- Summer working hours policyenables staff to finish at 2pm on a Friday.
- Fully paid for ChristmasParty – all you need to do is get there – even the cab home is paid for.
- Staff summer afternoon eachyear – paid for meal and activity.
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Personal Tax Manager - Hybrid, South East London employer: TPF Recruitment Ltd
TPF Recruitment offers an exceptional working environment for an Accounts Semi-Senior in Haywards Heath, where you can thrive in a supportive team dedicated to your professional growth. With competitive salaries, hybrid working options, and a commitment to ongoing development, employees enjoy a balanced work-life culture alongside generous benefits like enhanced family leave and corporate discounts. This role not only provides diverse client exposure but also fosters mentorship opportunities, making it an ideal place for those eager to advance their careers in accountancy.
