At a Glance
- Tasks: Manage personal tax clients and provide high-quality advisory services.
- Company: Respected accountancy practice in South East London with a collaborative culture.
- Benefits: Competitive salary, hybrid working, 23 days holiday, and professional development.
- Other info: Enjoy flexible hours, summer activities, and a supportive work environment.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: CTA qualified or equivalent with strong personal tax experience.
The predicted salary is between 51750 - 63250 £ per year.
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
We are looking for an experienced tax professional who can demonstrate:
- 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
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.
Personal Tax Manager - Hybrid, South East London employer: TPF Recruitment
Join a highly reputable firm of chartered accountants in Sidcup, where you will benefit from a flexible work environment and a strong focus on employee growth. With excellent client exposure and a commitment to career progression, this is an ideal opportunity for those seeking meaningful and rewarding employment in one of Kent's leading accountancy practices.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Manager - Hybrid, South East London
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as TPF Recruitment, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Personal Tax Manager - Hybrid, South East London
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch TPF Recruitment's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at TPF Recruitment. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at TPF Recruitment!
How to prepare for a job interview at TPF Recruitment
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for TPF Recruitment.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within TPF Recruitment. It helps to show our commitment!
