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Private Client Tax Assistant Manager

4 months ago

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

We are currently recruiting for a Private Client Tax Assistant Manager to join our advisory private client tax team in Horsham. You will be managing and processing specific private client tax workflow directly to clients and other Service Lines within the firm, providing high quality client service experience whilst ensuring adherence to individual job budgets and maximum fee recovery.

About the role

  • Ensure the planning, prioritising and reviewing of all relevant client private client tax work (compliance and advisory) ensuring effective team workflow
  • Ensure full implementation of all client Private Client Tax work in line with agreed budget ensuring adherence to' The KR Way standards of performance' document (eg the Life of a Tax Return), with completed work ready for review and sign off in line with the review process
  • Developing private client tax technical skills and keeping up to date through training courses, appropriate research and identification of changes in legislation, HMRC policy and as a result of cases.
  • Act as a key and sustained point of contact for clients and internal contacts involved with each client
  • Supervise seniors, semi seniors & assistants who are involved in production and delivery of private client tax work
  • Build own internal profile amongst partners and directors in other SLs to ensure private client tax work is maximised amongst compliance portfolios
  • Support the Private Client Tax team in delivering the required departmental incremental fee target via networking, meeting attendance, business pitches and presenting at webinars or seminars

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
  • CSR – 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 financial 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.