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About the Role

This newly created position offers an excellent opportunity to join a successful and expanding Private Client Tax department with genuine long-term career prospects. The successful candidate will play a key role in leading complex advisory projects, managing significant client relationships, and supporting the continued growth of the team.

Responsibilities

• Manage a portfolio of high net worth and ultra high net worth individuals, families, and trusts.
• Lead complex private client advisory projects across a broad range of tax matters.
• Advise on residency, domicile, and international tax matters, including new long-term residence, Temporary Repatriation Facility (TRF), and Foreign Income and Gains (FIG) rules.
• Advise on historic non-domiciled taxation, the remittance basis, and mixed fund rules.
• Provide advice on the UK Statutory Residence Test and double tax treaties.
• Deliver sophisticated Inheritance Tax planning, including trusts, wills, Business Relief, Residence Nil Rate Band, pensions, and succession planning.
• Advise on UK and offshore trust structures, Family Investment Companies, and property holding structures.
• Support clients through HMRC enquiries and respond to HMRC nudge letters.
• Prepare and review high-quality technical reports and deliver clear, commercial advice.
• Manage client relationships, budgets, fee estimates, and billing.
• Support business development initiatives and identify opportunities to grow client relationships.
• Mentor and develop Managers and junior team members.
• Work closely with Partners on strategic client matters and contribute to the continued growth of the Private Client Tax service line.

Requirements

• CTA qualified (essential).
• Significant post-qualification experience within Private Client Tax.
• Experience advising high net worth and ultra high net worth individuals within a Mid Tier or Big Four accountancy practice.
• STEP qualification would be advantageous.
• Strong technical knowledge across new long-term residence, TRF and FIG rules.
• Strong technical knowledge across historic non-domiciled taxation, remittance basis and mixed fund rules.
• Strong technical knowledge across UK Statutory Residence Test.
• Strong technical knowledge across double tax treaties.
• Strong technical knowledge across UK and offshore trusts.
• Strong technical knowledge across Inheritance Tax planning, including trusts, wills, Business Relief, Residence Nil Rate Band, pensions and other reliefs.
• Strong technical knowledge across property holding structures and Family Investment Companies.
• Strong technical knowledge across HMRC enquiries and nudge letters.
• Excellent report writing and technical advisory skills.
• Experience managing billing, fee estimates, budgets, and client expectations.
• Strong leadership and relationship management skills.
• A stable career history and a genuine desire to build a long-term career within a growing team.

Skills

• Private Client Tax
• Tax Planning
• Inheritance Tax Planning
• International Tax
• Trusts
• Family Investment Companies
• HMRC Enquiries
• Report Writing
• Technical Advisory
• Relationship Management
• Leadership

Location

• Sidcup

Work Type

• Hybrid
• Flexible working

Experience Level

• Senior Manager
• Significant post qualification experience

Education Level

• CTA qualified
• STEP qualification advantageous

Salary/Compensations

• £65,000 to £80,000

Benefits

• Comprehensive benefits package
• Hybrid and flexible working
• Predominantly advisory role with exposure to high quality and technically challenging work
• Opportunity to advise an exceptional portfolio of high net worth and ultra high net worth clients
• Excellent career progression
• Ongoing technical development and professional training
• Collaborative, supportive and forward-thinking working environment

About the Company

• TPF Recruitment is supporting a highly regarded mid-tier chartered accountancy practice.
• The practice is experiencing continued growth.
• It is a growing and ambitious practice.