Private Client Tax Senior Manager
3 weeks ago
We are looking for a highly experienced Private Client Tax Senior Manager join our private client tax team in Chichester. Your role as Senior Manager is to ensure the delivery of the private client tax function workflow and to directly manage a portfolio of private client tax relations.
To succeed in this role, you will have the ability to provide technical expertise to clients directly and to internal KR client colleagues, have excellent attention to detail, the ability to manage budgets effectively and maximise fee recovery whilst delivering a customer-centric approach.
- Oversee planning, prioritising, resourcing and allocation of relevant client corporate tax work (compliance & advisory) ensuring effective team workflow
- Be a point of contact across the firm for tax technical advice in a particular area
- Oversee the monitoring of work progress and ensure appropriate levels of communication with all clients and internal stakeholders on jobs progress
- Developing private client tax technical skill and keeping up to date through training courses, appropriate research and identification of changes in legislation, HMRC policy and as a result of cases
- Take proactive steps to seek out tax advisory work from allocated private client tax work
- Manage, protect and develop your own client portfolio, ensuring the firm adds maximum value to clients which will in turn maximise fee levels
- Delegate work to colleagues to meet training needs and be available to assist with queries
- Build own market profile/network and new BD activity so as to generate own leads and convert leads into clients
- CTA qualification or equivalent
- Extensive experience in personal taxation
Kreston Reeves is passionate about its people; we want our colleagues to develop the things they are good at and enjoy.
By joining us you can expect:
- Autonomy to develop and grow your skills and experience
- Opportunities to develop a varied portfolio of work with different clients
- Strong, inspiring and thought-provoking leadership
- A genuinely supportive and collaborative environment
- A culture of learning in a stimulating environment
As well as this, we 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 (yourself and/or family)
- Leave – 27.5 days plus bank holidays, holiday buying (up to 5 days), agile working
- Mental Wellbeing – employee assistance programme and counselling
- Physical Wellbeing – Vitality 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. Access to internal and external training courses
- Diversity, Inclusion and Belonging – we operate several family-friendly policies, childcare vouchers and take proactive steps to create an inclusive environment
- CSR – give as you earn, 1 extra day off to take up volunteering opportunities. Opportunities to support our commitment to charitable causes
- Travel – cycle to work scheme, travel insurance, interest-free season ticket loan (London only), interest-free car/motorbike loan
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 Corp 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.
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