TPF Recruitment
Private Client Tax Manager - Offshore Specialist
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
About the Role
TPF Recruitment is delighted to be representing a prestigious firm of Chartered Tax Advisors based in Basingstoke. Renowned for their expertise in providing tailored tax solutions, the firm specializes in advising high-net-worth individuals, families, and businesses on complex tax matters, both domestically and internationally. They pride themselves on their personalized approach and commitment to delivering exceptional client service.
We are seeking an experienced Private Client Tax Manager and Offshore Trust Specialist to join our client’s dynamic team. The successful candidate will play a crucial role in managing and advising on all aspects of private client tax and offshore trust matters. This is a unique opportunity for a driven professional to advance their career within a supportive and forward-thinking environment.
This role is suitable for any Private Client or Personal Tax Seniors, Assistant Managers or Managers who have experience working with offshore trusts and are keen to develop their career with a specialist firm of Chartered Tax Advisors based in Basingstoke.
Key Responsibilities
- Manage a portfolio of private clients, providing comprehensive tax advice and planning services.
- Specialize in offshore trust structuring, compliance, and advisory services.
- Develop and maintain strong client relationships, acting as a trusted advisor on complex tax issues.
- Ensure compliance with UK tax legislation and relevant offshore jurisdictions.
- Lead and mentor junior staff, providing guidance and support in their professional development.
- Work closely with other departments within the firm to deliver integrated services to clients.
- Stay abreast of changes in tax legislation and ensure clients are informed of any impacts on their tax position.
- Assist in business development activities, including networking and identifying opportunities for new client engagements.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Requirements
- ACA/ACCA/CTA/ATT qualified or equivalent.
- Extensive experience in private client tax, with a focus on offshore trusts.
- Proven track record of managing a diverse client portfolio.
- In-depth knowledge of UK tax legislation and offshore trust structures.
- Excellent communication and interpersonal skills, with the ability to build rapport with clients.
- Strong analytical and problem-solving abilities.
- Ability to work independently and as part of a team.
- Proactive approach with a commitment to providing exceptional client service.
Benefits
- Salary circa £50,000 - £65,000 per annum, depending on experience and qualification status. For candidates at different stages in their careers, this is negotiable provided you possess relevant experience.
- Opportunities for professional development and career progression.
- Supportive and collaborative working environment.
- Exposure to a diverse and high-profile client base.
- Study support towards a CTA qualification (if desired).
- Hybrid working.
- Flexible start/finish times.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Contact Information
Please contact Joe Potter on:
- 01882206677 (tel)
- 07386668225 (mob)
- joe@tpfrecruitment.com
- or via LinkedIn for a confidential conversation.
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 staff 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 give you up to £500 of Love2Shop vouchers. (Terms & Conditions apply).
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills