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Personal Tax Senior Manager - CTA Qualified

TPF Recruitment · Epsom

Senior 🇬🇧 English

Job description

About the role

We are seeking a Personal Tax Senior Manager to join a well‑established private client practice in the KT area. The successful candidate will lead compliance and advisory work for high‑net‑worth individuals, both UK‑ and non‑UK‑domiciled, and will act as a trusted adviser to clients and partners.

Key responsibilities

  • Review personal tax returns prepared by consultants and provide technical guidance.
  • Advise on estate planning, inheritance tax, wealth structuring and domicile matters.
  • Identify opportunities to restructure clients’ tax affairs and present recommendations to partners and clients.
  • Serve as the primary point of contact for clients alongside the Partner.
  • Manage HMRC tax investigations when required.

Required profile

  • CTA qualification with a minimum of five years post‑qualification experience.
  • Proven experience handling complex UK and non‑domiciled high‑net‑worth clients.
  • Strong technical knowledge of personal tax planning and advisory work.
  • Excellent written and verbal communication skills.
  • Ability to remain calm under pressure and meet tight deadlines.
  • Strong IT proficiency and openness to new technologies.

Required skills

    What we offer

    • Competitive salary package (£75,000‑£85,000 per annum).
    • Opportunity to work with an exceptional high‑net‑worth client base.
    • Clear progression path within a respected private client tax team.

    Questions fréquentes

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    Published 1 month ago

    Expires 4 days from now

    23 views · 0 interested

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    TPF Recruitment

    Epsom