Private Client Tax Senior

3 weeks ago

Horsham, West Sussex, United Kingdom Kreston Reeves LLP Full time

We are currently recruiting for a Private Client Tax Senior to join our advisory private client tax team in Horsham. As the Private Client Tax Senior you will manage a diverse portfolio of private clients, providing support to supervisors and managers whilst supervising junior staff and you will take responsibility for completing tasks accurately, to deadline and the liaising with clients in line with the Client Charter.

To excel in this role, you will need to demonstrate initiative and judgement and develop technical expertise and progress against technical competencies. Your goal will be to ensure all client personal tax needs are met whilst ensuring that all client hygiene targets are adhered to.

Your key responsibilities as Private Client Tax Senior will include:

  • The day to day management of a portfolio of clients both in relation to client matters and internal administration
  • Reviewing tax returns and accompanying workings as drafted by junior staff
  • Obtaining missing information etc. from clients, third parties or elsewhere in the firm as appropriate
  • Complete posting for complex or missing areas of tax returns or oversee this
  • Prepare complex capital gains computations
  • Provide on the job training for junior staff where possible and providing feedback on a timely basis

What we're looking for

  • Qualified CTA/ATT or qualified by experience
  • Excellent communication skills
  • Keen eye for detail

What we can offer

  • Financial wellbeing – competitive salary, contributory pension scheme, life assurance, Westfield Health Cash Plan, income protection. Options to increase pension, life assurance and healthcare cash plan (for yourself and/or family)
  • Leave – 25.5 days plus bank holidays, holiday buying (up to 5 days)
  • Mental wellbeing – hybrid working (3 days in the office/2 from home) and flexible working policies, employee assistance programme and counselling
  • Physical wellbeing – we also offer voluntary benefits such as BUPA PMI/Westfield Hospital Treatment insurance, critical illness insurance, BMI health assessment, GymFlex, 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, travel insurance, interest-free season ticket loan (London only), interest-free car/motorbike loan

About Kreston Reeves

With 200 years of history, we are an award-winning professional services firm with offices in London, Kent and Sussex. We provide a full range of accountancy, business advisory, and wealth services, tailored to our clients' needs.

We guide our clients, colleagues and communities to a brighter future. We help businesses, not for profit organisations, individuals and families with more than just accountancy, business and wealth advice.

Our dedication to providing a personal service is what sets us apart – we get to know you, understand your goals, support and advise you on your journey to help you realise your ambitions.

We're proud to be B CorpTM certified, demonstrating our commitment to our environmental, social and governance programme which is central to our purpose and vision. We actively encourage all our colleagues to give back to their local communities whenever they can.

For further information, and to apply, please visit our website via the "Apply" button below.

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