Private Client Tax Senior

Firm Introduction

Kreston Reeves advise dynamic businesses, not for profit organisations, private individuals and families on all areas of business, tax and wealth. We help clients make confident decisions about their future.

With offices across London, Kent and Sussex and international reach via Kreston International, we are dedicated to meeting and exceeding the needs of all our clients wherever their ambition takes them.

We provide a full range of accountancy, business advisory and financial services that will help clients to achieve their personal and business goals.

We are looking for a trusted and valid member of staff to join the current team.

Firm Culture and Benefits

Having started out over 200 years ago, we are long-standing employers across our office communities in Kent, Sussex, London - and beyond. We’re really proud of the reputation we’ve built and we’re grateful to our people for making it stronger every day.Our strong commitment to living our firm’s values means we listen carefully to our teams and enjoy helping each other succeed - creating a culture in which our employees can thrive and provide the highest service to our clients.

We want all our employees to be rewarded for their hard work and enjoy a balanced lifestyle, which is why we offer benefits such as agile working, and an engagement programme centred around mental health and wellbeing.

We are also proud of our active Corporate and Social Responsibility (CSR) programme. Our own Kreston Reeves Charity Foundation enables us to consistently 'give back’ to our local communities wherever we can, as well as provide opportunities for our employeesto get more involved in charitable work and in choosing the causes which benefit from the Foundation. We give all of our employees the option to take one day paid each year for volunteering so they can support the charitable causes closest to them.

Other benefits we offer our employees include up to 5% contribution on our pension scheme and a grade specific flexible benefit pot to use throughout the year on a range of benefits (including mandatory Private health plan, Death in service and Income protection)from gym membership and restaurant discount cards, to travel insurance and additional health insurance - and much more.

We are proud of the positive culture and flexible working environment our employees enjoy.

Role Description

The Private Client Senior will manage a portfolio of a diverse range of private clients, providing support to supervisors and managers whilst supervising junior staff. Reporting to supervisors and managers, you will take responsibility for completing tasksaccurately, to deadline and liaising with clients in line with the Client Charter. You will need to demonstrate initiative and judgement and develop technical expertise and progress against technical competencies.

The objectives of the role

Your goal will be to ensure all client personal tax needs are met whilst ensuring that all client hygiene targets are adhered to.

**Responsibilities**:

- 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.

**Requirements**:

- Ideally qualified CTA/ATT but applicants _qualified by experience_ would be considered
- Driven, self starter attitude
- Excellent communication skills
- Approachability