Personal Tax Senior Manager - CTA Qualified

Job Opportunity: Personal Tax Manager
Location: KT area
Sector: Private Client Tax
Salary: £75,000-£85,000pa

TPF Recruitment are delighted to be working with a long-standing, highly regarded accountancy practice based in the KT area. Due to continued growth, they are looking to bring a Personal Tax Manager into their successful private client team.

This is a fantastic opportunity for an experienced private client tax professional who thrives on delivering both compliance and advisory services to a prestigious client base of high-net-worth individuals, including UK and non-UK domiciled clients.

The Role

As Senior Manager, you will play a key role in shaping client relationships and delivering specialist advice. Your day-to-day will include:

• Reviewing personal tax returns prepared by consultants and providing technical guidance
  

• Advising on estate planning, inheritance tax planning, wealth structuring and domicile matters
  

• Spotting opportunities for restructuring clients’ tax affairs and discussing these with the Partner and client
  

• Acting as a trusted point of contact for clients, alongside the Partner
  

• Handling HMRC tax investigations when required
  

Requirements

What We’re Looking For

The practice is seeking a motivated and knowledgeable individual who is both technically strong and a confident communicator. You should be able to deliver accurate advice to a demanding client base and manage workflows in a busy environment.

To be considered, you will ideally have:

• CTA qualification with at least 5 years’ post-qualification experience
  

• A proven track record of working with complex UK and non-domiciled HNW clients
  

• Strong technical knowledge across personal tax planning and advisory work
  

• Excellent written and verbal communication skills
  

• Ability to remain calm under pressure and deliver to deadlines
  

• Strong IT skills and a willingness to embrace new technologies
  

Benefits

In return, you’ll be joining a supportive, established practice where client relationships are at the heart of everything they do. You’ll enjoy:

• A competitive salary and benefits package
  

• The chance to work with an exceptional high-net-worth client base
  

• A clear path for progression and development within a highly respected private client tax team
  

Please contact Kourtney Luckett on 01483 900 940, kourtney@tpfrecruitment.com or via Kourtney | LinkedIn for a confidential conversation.
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