Personal Tax Manager - Hybrid, South East London
CV-LibraryLondonpermanentPosted: 28 August 2026
Apply NowTax Manager
South East London | Hybrid Working | Competitive Salary + Benefits
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.
RequirementsWe 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
BenefitsWhat'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
About TPF Recruitment
TPF Recruitment is a leading specialist recruiter supporting accountancy practices across London, Kent, Sussex and the South East. We are committed to connecting experienced tax professionals with outstanding career opportunities.
If you are an experienced Tax Manager, Private Client Tax Manager, Trusts and Estates Tax Manager, CTA Qualified Tax Manager or Inheritance Tax Specialist looking for your next opportunity in South East London, we'd love to hear from you.
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
South East London | Hybrid Working | Competitive Salary + Benefits
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.
RequirementsWe 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
BenefitsWhat'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
About TPF Recruitment
TPF Recruitment is a leading specialist recruiter supporting accountancy practices across London, Kent, Sussex and the South East. We are committed to connecting experienced tax professionals with outstanding career opportunities.
If you are an experienced Tax Manager, Private Client Tax Manager, Trusts and Estates Tax Manager, CTA Qualified Tax Manager or Inheritance Tax Specialist looking for your next opportunity in South East London, we'd love to hear from you.
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