Personal Tax Manager

TPF Recruitment

. Manage a diverse portfolio of private clients, trusts and estates .

Posted 10/27/2026full-timePlumstead • United KingdomMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing personal tax compliance and advisory services for high net worth individuals, trusts, and estates, while providing innovative tax planning solutions and mentoring junior staff.

Highest-signal resume keywords

CTA QualifiedPersonal Tax ExperienceInheritance Tax KnowledgeClient Portfolio ManagementMentoring Junior Staff

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax ComplianceTax AdvisoryEstate AdministrationProbate ExperienceTrust Tax KnowledgeEstate Tax KnowledgeTax PlanningReviewing Tax ReturnsCompliance ManagementClient Relationship Management

Soft Skills

Excellent CommunicationRelationship ManagementMentoring Ability

Certifications & Qualifications

CTA QualificationTEP Qualification

Industry Keywords

High Net Worth IndividualsTrustsEstatesInheritance TaxEstate TaxTrust TaxClient PortfolioAccountancy PracticeTax Planning OpportunitiesCompliance Deadlines

About the role

Key responsibilities & impact

Manage a diverse portfolio of private clients, trusts and estates
Provide high quality tax compliance and advisory services
Manage personal tax clients, including high net worth individuals
Oversee trust tax compliance and advisory matters
Advise on Inheritance Tax issues relating to individuals and trusts
Assist with estate administration, probate and estate tax work
Review tax returns and ensure compliance deadlines are met
Support clients with tax planning opportunities
Supervise, mentor and review junior team members
Build and maintain strong client relationships
Work with partners and senior management on complex tax projects
Report innovative tax planning ideas to partners
Meet compliance and consultancy needs across a diverse personal tax portfolio

Requirements

What you’ll need

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
TEP qualification desirable, not essential
Probate and estate administration experience desirable
Experience working with high net worth individuals and family wealth structures desirable

Benefits

Comp & perks

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
23 days holiday, plus bank holidays
Summer working hours policy enabling staff to finish at 2pm on a Friday
Fully paid for Christmas Party, including cab home
Staff summer afternoon each year with paid 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