Kreston Reeves · 1 day ago
Private Client Tax Manager
Kent, WA
Full-time
Hybrid
Mid, Senior LevelKreston Reeves is an experienced firm seeking a Private Client Tax Manager to join their Private Client Tax team. The role involves managing a portfolio of complex tax returns, providing advisory services focused on Inheritance Tax, and engaging in business development activities to build strong client relationships.
AccountingFinance
Responsibilities
Manage a small portfolio of complex tax returns, ensuring compliance with all relevant regulations
Provide advisory support with a primary focus on Inheritance Tax, as well as other areas such as global mobility, share schemes, and EIS
Collaborate with the wider team, offering technical expertise and supporting advisory work for clients
Develop and maintain strong client relationships, delivering high-quality tax services
Engage in business development activities, including networking, generating work internally, and contributing to the firm’s marketing efforts
Support the firm’s growth by writing publications and assisting in building the firm’s online presence
Travel to other offices or client sites as required
Qualification
Required
Qualified CTA or equivalent qualification is essential
Experience in managing a portfolio of complex clients, with an understanding of private client tax issues such as Inheritance Tax, global mobility, and share schemes
Strong communication skills with the ability to develop relationships with clients and colleagues
A proactive approach to business development and marketing
Ability to work collaboratively within a team while also taking ownership of individual client matters
Preferred
A sector specialism would be advantageous but is not essential
Benefits
Financial wellbeing – competitive salary, contributory pension scheme, Life Assurance, Health Cash Plan, Income Protection Scheme and Perks at Work discounts and rewards.
Leave – 25.5 days plus bank holidays, holiday buying.
Mental wellbeing – hybrid working (3 days in the office/2 from home) and flexible working policies, Employee Assistance Programme and counselling.
Physical wellbeing –Private Medical Insurance, Critical Illness Insurance and an annual flu jab.
Recognition – monthly nominations for financial awards based on culture and values
Development – we offer continuous support and development with clear mapped progression routes across the business, as well as access to internal and external training courses.
Diversity, inclusion and belonging – we operate several family-friendly policies and take proactive steps to create an inclusive environment
ESG – give as you earn, 1 extra day off each year to take up volunteering opportunities. Opportunities to support our commitment to charitable causes
Travel – other optional benefits include: cycle to work scheme, interest-free season ticket loan (London only), interest-free car/motorbike loan.
Company
Kreston Reeves
Kreston Reeves is a leading accountancy and financial services firm.
Founded in 1821
501-1000 employees
Funding
Current Stage
Late StageRecent News
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