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Personal Tax Senior / Manager (Trusts and Estates)

Personal Tax Senior / Manager (Trusts and Estates)

TPF RecruitmentEpsom, England, United Kingdom
15 days ago
Job type
  • Permanent
Job description

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Personal Tax Senior / Manager (Trusts and Estates), Epsom

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Client : TPF Recruitment

Location : Job Category :

Other

EU work permit required :

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Job Reference : 69bd38a92b4c

Job Views : Posted :

22.06.2025

Expiry Date : 06.08.2025

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Job Description :

TPF Recruitment is excited to be partnering with a highly respected client based in the KT area, currently seeking a Trusts and Estates Senior / Manager to join their friendly and expanding team. This role will be a varied tax position, but with a trusts and estates specialism, due to a busy workload in this area.

Key Responsibilities :

  • Managing a portfolio of trust and estates work, ensuring high standards of work
  • Reviewing and checking the work completed by junior tax colleagues for accuracy and compliance
  • Handling complex compliance matters related to trusts
  • Maintaining up-to-date knowledge of trust regulations and compliance requirements
  • Providing guidance and support to team members on technical trust issues
  • Completing advisory work
  • Liaising with clients to ensure their needs are met and queries resolved

Requirements

  • ATT, CTA, or STEP qualifications are highly desirable but experience more highly valued
  • Considerable experience in a similar role will also be considered in lieu of qualifications
  • Strong knowledge of trust compliance and regulations
  • Excellent attention to detail and accuracy
  • Strong communication and interpersonal skills
  • Proactive and client-focused approach
  • Competitive salary of £45,000 - £65,000, subject to experience and qualifications. Manager level will be paid at the higher end of the budget, and Seniors at the lower.
  • Opportunity to work in a leading firm with a growing and supportive team
  • Professional development and career progression opportunities
  • A dynamic and collaborative work environment

    • If you are a skilled Trusts and Estates professional looking for a new challenge within a supportive and progressive firm, we would love to hear from you.

    If you are interested in this opportunity, please do not hesitate to get in contact with Kourtney Luckett, Senior Recruitment Consultant at TPF Recruitment for a confidential conversation.

    Main Telephone : 01483 900 940

    Email : Refer a friend...

    We’re keen to remain the leading provider of the best accountancy talent in the South-East. We are continually exploring ways to expand our network and we know that great candidates like you can introduce us to other equally brilliant people. We’re looking to work with the best accountancy practice and tax professionals in the South-East so if your friends, family, or colleagues are considering a new opportunity and can demonstrate relevant experience, we'd love to speak to them.

    For every candidate you refer and we subsequently place into a permanent position, we will thank you with up to £500 of Love2Shop vouchers. (Terms & Conditions apply).

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    Personal Tax Manager • Epsom, England, United Kingdom