Private Client Tax Advisory Assistant Manager

Kreston Reeves LLP; England; On-site; GBP 35,000 - 60,000; Full time

Job summary

Join a forward-thinking professional services firm as a Private Client Tax Assistant Manager, where you'll have the chance to make a significant impact on a diverse range of clients. This exciting role offers the opportunity to provide bespoke tax advice, support business development, and collaborate with a dynamic team. With a strong focus on professional growth, you'll enjoy a supportive environment that values your contributions and encourages career progression. If you're passionate about tax advisory and client relationships, this is the perfect opportunity to elevate your career while making a real difference in the community.

Benefits

Competitive Salary

Contributory Pension Scheme

Life Assurance

Health Cash Plan

Flexible Working Policies

Employee Assistance Programme

Continuous Support and Development

Diversity and Inclusion Initiatives

Volunteering Opportunities

Travel Insurance

Qualifications

• CTA qualified or equivalent experience is essential.
• Strong experience in managing a portfolio of clients.

Responsibilities

• Provide tailored tax advice and build strong client relationships.
• Support business development efforts and contribute to team growth.

Skills

Tax Advisory

Client Relationship Management

Time Management

Team Collaboration

Business Development

Education

CTA Qualified

Qualified by Experience

Job description

Are you an experienced tax professional looking for an exciting opportunity to make a significant impact? We’re seeking a talented and motivated Private Client Tax Assistant Manager to join our growing Advisory team in Chatham or Canterbury. This pivotal role will involve offering bespoke tax advice to our diverse range of clients, helping drive the expansion of our Private Client Tax advisory team in Kent.

This is a fantastic opportunity for a forward-thinking tax professional to grow within a supportive, dynamic team. You’ll gain exposure to a variety of work and have the chance to make a real difference in a growing team. With opportunities for professional development, client interaction, and involvement in business development, this role offers excellent career progression.
About the role

• 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.

What we're looking for

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

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 well-being – 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

At Kreston Reeves, we are committed to creating an inclusive and accessible workplace for all. We understand that everyone has unique needs, and we strive to accommodate them through reasonable adjustments. Whether it's adapting work environments, providing assistive technologies, or modifying processes, we are dedicated to supporting our employees in realising their full potential. If you require any reasonable adjustments to participate in our recruitment process or thrive in your role, please don't hesitate to reach out by emailing [e-mail]. Please remember, you only need to share what you are comfortable to for us to support your request. Your success is important to us, and we're here to ensure a supportive and inclusive experience for all.
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 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.

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