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Kreston Reeves · 1 week ago

Private Client Tax Advisory Assistant Manager

Kent, WA

Full-time

Onsite

Mid Level

Kreston Reeves is a growing tax advisory firm seeking a motivated Private Client Tax Assistant Manager to join their Advisory team in Kent. The role involves providing bespoke tax advice to clients, building strong relationships, and supporting business development efforts to expand the team's presence in the region.

AccountingFinance

Responsibilities

Work alongside senior team members to provide tailored, high-quality tax advice to clients

Build and maintain strong client relationships both internally and externally by understanding their individual needs and delivering effective solutions

Participate in meetings with clients, helping to shape discussions and drive solutions

Support the team with business development efforts, actively engaging in external networking and relationship-building opportunities

Contribute to the growth and success of the team, with a focus on expanding our presence in Kent

Qualification

CTA qualifiedPortfolio managementClient relationship buildingTeam managementProactive mindsetTime managementOrganisational skills

Required

CTA qualified or qualified by experience

Strong experience in managing your own portfolio

Excellent time management and organisational skills, with the ability to balance multiple tasks effectively

The ability to collaborate effectively and provide support to colleagues is essential

Willingness to travel

A proactive, client-oriented mindset with the ability to build lasting relationships

Preferred

Experience in managing teams is preferred, though this is not a People Manager role

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.