Personal Tax Senior Manager - CTA Qualified
TPF Recruitment · Epsom
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.
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Published 1 month ago
Expires 4 days from now
22 views · 0 interested
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TPF Recruitment
Epsom
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