Private Client Tax Assistant Manager

Kreston Reeves; Chichester; Hybrid; GBP 50,000 - 80,000; Full time

Benefits offered by this job

Competitive salary

Contributory pension scheme

Life Assurance

Health Cash Plan

Income Protection Scheme

Perks at Work discounts

Job summary

Kreston Reeves in Kent is seeking a Private Client Tax Assistant Manager to lead a diverse portfolio of private clients, delivering personal tax compliance and advisory work while building strong client relationships.

You will provide technical guidance, mentor juniors, contribute to larger advisory projects, monitor WIP, and manage client billing. The role offers leadership development within a supportive, collaborative environment with hybrid working (3 days in the office, 2 from home).

Qualifications

• CTA and/or ATT qualified, or qualified by experience.
• Strong private client tax compliance knowledge with advisory experience.
• Excellent communication skills and ability to build client relationships.
• Proactive, organized and detail-oriented with commercial awareness.
• Experience reviewing work and supporting junior team members.
• Interest in agricultural sector desirable.

Responsibilities

• Manage a varied portfolio of private clients, acting as their primary point of contact.
• Deliver personal tax compliance and contribute to advisory work.
• Ensure all client work is completed in line with budgets and internal standards (The KR Way, Life of a Tax Return).
• Develop and maintain up-to-date technical knowledge through training and monitoring legislation changes.
• Liaise with internal teams and build your internal profile among partners and directors across service lines.
• Attend client meetings and play a key role in relationship and workflow management.
• Monitor work-in-progress (WIP) and manage client billing effectively.
• General advisory opportunities within your portfolio and more broadly across the firm’s offerings.
• Support one-off compliance and advisory assignments as needed.
• Supervise junior members delivering private client tax work.

Skills

CTA/ATT qualified

Private client tax

Advisory experience

Client relationships

Mentoring juniors

Job description

Private Client Tax Assistant Manager

Department: Tax

Employment Type: Permanent - Full Time

Location: Kent

Description

We are looking for a Private Client Tax Assistant Manager to join our growing team in Chichester. This is an excellent opportunity for an experienced private client tax professional to take ownership of a diverse portfolio, delivering high-quality personal tax compliance alongside a range of advisory projects. You will play a key role in building trusted client relationships, identifying advisory opportunities, and collaborating with colleagues across the wider firm to deliver an exceptional client experience.

As an Assistant Manager, you will also provide technical guidance and day-to-day support to the team, helping to develop junior colleagues while contributing to larger and more complex advisory assignments. This role offers the opportunity to further develop your leadership skills and make a real impact within a supportive and collaborative environment.

About the role

• Manage a varied portfolio of private clients, acting as their primary point of contact.


• Deliver personal tax compliance and contribute to advisory work


• Ensure all client work is completed in line with agreed budgets and internal standards such as The KR Way and Life of a Tax Return.


• Develop and maintain up-to-date technical knowledge through training, research, monitoring changes in legislation and HMRC policy.


• Liaise with internal teams on client matters and build your internal profile among partners and directors across service lines.


• Attend client meetings and play a key role in relationship and workflow management.


• Monitor work-in-progress (WIP) and manage client billing effectively.


• General advisory opportunities within your portfolio by building your relationships with clients. This may be in private client tax or more broadly across the firm’s service offering.


• Support one-off compliance and advisory assignments as needed.


• Supervise junior members of the team involved in the delivery of private client tax work.

What we're looking for

• CTA and/or ATT qualified, or qualified by experience.


• Strong private client tax compliance knowledge with advisory experience.


• Excellent communication skills and the ability to build strong client relationships.


• Proactive, organised and detail-oriented, with good commercial awareness.


• Experience reviewing work and supporting junior team members.


• Experience in or an interest in the agricultural sector is desirable.

What we can offer

• Financial wellbeing – competitive salary, contributory pension scheme, Life Assurance, Health Cash Plan, Income Protection Scheme and Perks at Work discounts and rewards.


• Leave – 25.5 days plus bank holidays, holiday buying Mental wellbeing – hybrid working (3 days in the office/2 from home) and flexible working policies, Employee Assistance Programme and counselling


• Physical wellbeing –Private Medical Insurance, Critical Illness Insurance and an 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, 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 your 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.