Personal Tax Senior Manager - CTA Qualified

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

• 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

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.

• 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

• 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 , viaKourtney LinkedInfor a confidential conversation.